Please join us

Virtual Purposeful Planning Symposium

The Purposeful Planning Symposium brings together renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning, so you can make meaningful changes that will improve your practice and client relationships.

11-13 February 2026
3 day virtual event

DEA Retreat: The Art of Care, Connection & Capital

A peer-led, psychologically safe day for women of significant wealth (and future inheritors), and their daughters (18+), to explore the deeper forces shaping money, leadership and stewardship. Hosted at TarraWarra Museum of Art, the retreat moves beyond transactional conversations to examine the psychology and neuroscience of money, inherited wealth stories, emotional decision-making, and confident leadership. Features keynote speaker, Natalie McVeigh

Places are limited to preserve depth and confidentiality.

20 February 2026
TarraWarra Museum of Art
Yarra Valley, Victoria, Australia

CompelCEOs - Family Business Forum

Options For Exit featuring speaker Natalie McVeigh

Either by design or default a business will come to a major transition point. Some of us have dreams of cashing out or our kids taking over the business. In privately-held businesses, there are a few pathways to choose from and much of the work to get there is similar. It is inevitable that family companies will experience a change in leadership—due to either intentional or unintentional forces. We have found that it is much more effective and less stressful to proactively plan for that process. This discussion will highlight the exit options for family companies together with many of the challenges of exit for the rising and senior generations

Spring 2026

AdNet Conference

Organised by The Advancement Network (AdNet), this annual conference brings together professionals from community foundations working in fund development, philanthropic advising, donor services, and communications.

2-4 March 2026
Phoenix, Arizona, USA

2026 LMC Annual

Keynote speaker: Natalie McVeigh, NextGen and Succession

Tuesday 10 March - Thursday 12 March 2026 
Chicago, IL, USA

LMC Leadership Summit
Tuesday 15 September - Thursday 17 September 2026
Seattle, WA, USA

Women in Family Business Program
Leslie Dashew, Human Side of Enterprise, LLC

Over the past 30 years, women in family business have gathered to learn together with Leslie Dashew and other resource people. This intimate program for 30 participants has been designed to provide a safe and enlightening setting to explore challenges and best practices for women who are part of business owning families, who may also be owners and/or work in the business.

12-15 March, 2026
Miraval Life in Balance Resort, Tucson, Arizona, USA

To register your interest, email: natalie@oikonomia.group

The ReImagine Conference 2026 - Opening keynote

Presented by MGXW Consulting, The ReImagine Conference is a one-day “future of business” gathering. The event brings together leaders and innovators who believe success lies at the intersection of strategy, people, technology, operations, finance, brand and culture.

Through bold conversations, fresh perspectives and cross-discipline dialogue, the conference seeks to challenge conventional thinking and inspire actionable change, helping attendees design adaptive, forward-looking organisations.

28 April 2026
North Hills Country Club, Manhasset, NY, USA

Couples Workshop - Enlightened Philanthropy

Finances and Philanthropy for Enhanced Relationships

The Couples Talk Money Weekend is meant to bring you together, in a facilitated neutral space, for guided conversations and practical tools related to finances and philanthropy.

2-3 May 2026 from 9 am – 2 pm
Chicago, IL at the EisnerAmper Offices

Registration closes: 21 February 2026