"Generations of Giving: Leadership and Continuity in Family Foundations" The Foundation Incubator, Palo Alto, CA, December 9, 2004

 Presentation for 56th Annual Conference of Southwest Foundations, CSF, Incline Village, NV, October 19, 2004

 Philanthropy workshop, Jewish Community Foundation, Los Angeles, CA, October 2004

 Generations of Giving Workshop, Donors Forum, Chicago, IL, October 1, 2004

 Family Philanthropy Workshop, Indiana Grantmakers Alliance, July 23, 2004

 Reflective Leadership Forum, Yale School of Management, New Haven, CT, June 26, 2004

 Latin American Advisors Forum, JP Morgan, Palm Beach, FL, July 9, 2004

 Next Generation Conference, Insitute for Family Business, London, May 20-21, 2004

 Seminar on Family Enterprise, HSBC sponsor, Hong Kong, March 8-12, 2004

 "Family Dynamics and Foundation Performance" Council on Foundations, February 7-9, 2004

 "Family Dynamics and Foundation Performance Workshop", Council of Michigan Foundations, November 8-9, 2003

 "Developing your family’s full potential" WPO, Alberta Canada, May 30-31, 2003

 University of South Carolina Family Business Forum, March 26, 2003

 "Generations of Giving: Leadership and Continuity in Family Philanthropy" National Center for Family Philanthropy, San Jose, CA February 25, 2003

 "Family Dynamics and Foundation Performance:  A Workshop for Experienced Grantmakers" Council on Foundations 2003 Family Foundation Conference, San Jose, California, February 23, 2003

 "Continuity and Collaboration Across Generations," Southern California Association of Philanthropy, Los Angeles, CA, September 30, 2002

 "Continuity and Collaboration in Family Foundations," ASF National Conference, San Antonio, TX October 10, 2002

 "Nisse’s Lesson: Conquering Fear on the Path to a Family Business PhD," Doctoral Student Consortium, FBN Conference, Helsinki, Finland, September 2002

 "Generations of Giving - Challenges and Continuity in Family Philanthropy," FBN Conference, Helsinki, Finland, September 2002

 "Family Dynamics and Foundation Performance," Council on Foundations Conference on Family Foundations, Seattle, WA September 19 -20, 2002

 An Ethic of Plenty in a Time of Uncertainty, Jewish Funders Network Annual Conference, Houston, TX, March 10, 2002

 "Generation to Generation: Governance in the Emerging Family Business," CAFÉ National Symposium, Edmonton, Alberta, May 5, 2000.

 "Succession & Continuity: Strategies to Develop Intergenerational Foundation," The Merrill Lynch Family Office Group, Washington, D.C. April 28th, 2000.

 "Stages and Transitions in the Development of Family Firms,"  (with I. Lansberg, M. Desjardins, and B. Dunn) World Conference of the Family Business Network, Paris, September 1998.

 "Developing the Business Family," Institute for Family Business, University of the Pacific, Stockton, California, May 1998.

 "Family Development through the Generations," Asset Management Associates Annual Symposium, St. Michaels, Maryland, May 1998.

 "Developing the Business Family," Family Enterprise Institute, San Francisco, April 1998.

 "Continuity Assessment in International Family Enterprise," Annual FOB Conference, McKinsey international partners meeting, Miami, March 1998.

 "Family Development," USC Family Business Forum, Los Angeles, February 1998.

 "Intergenerational Dialogue," Conference of Southwest Foundations, San Antonio, Texas, October 1997.

 "Your Family, Your Foundation, and Your Role," Council on Foundations Next Generation Retreat, Pocantico, New York, September 1997.

 "Life Cycles of the Family Business," Organizational Behavior Research Seminar, Yale School of Management, April 1997.

 "Intergenerational Dynamics:  Bringing the Next Generation on Board,"  Council on Foundations 1997 Family Foundations Conference, New York, February 1997.

 "Successful Sibling Partnerships," Family Business Forum, Detroit, November 1996.

 "Family Business: The Dynamics of Family Philanthropy,"  Ohio Donors Forum, November 1996.

 "Family Systems and Generational Succession,"  Council on Foundations Next Generation Retreat, Menlo Park, California, October 1996.

 "Global Competitiveness and the Family Owned Business in Latin America," Family Business Network International Conference, Edinburgh, Scotland, September 1996.

 "What Do We Know Now That We Didn’t Know Then?",  Family Business Educators Conference, Chicago, March 1996.

 "Direccion Gerencia y Manejo de Negocios Familiares (Managing Family Business)."  Seminar presented at INCAE: San Jose, Costa Rica, May 1992; Quito, Ecuador, April 1993; Guatemala City, Guatemala, August 1994; Panama City, Panama, July, 1995; San Salvador, El Salvador, February 1996; Guayaquil, Ecuador, February 1996.

 "The Working Together Family."  Seminar presented for INCAE and the Owner-Managed Business Institute, Guatemala City, Guatemala, July, 1995.

 "Inside and Outside: Separating the Roles of Family Members, Owners, and Management,"  Family Business Succession Planning Conference, American Conference Institute and the Family Firm Institute, San Francisco, May 1995.

 "The Meaning of Meaningful Work," Family Financial Forum, New York, January 1995.