2013 Spring Summit - Materials & Audio
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Exhibitors: |
Thursday, April 25
Main SessionsTab 1 - Official Summit Program Welcome and Introductions Celebrating the Past and Creating the Future The Lighthouse in the Storm: Our New Role in Turbulent Times 20th Anniversary GalaAmerican Academy 20th Anniversary VideoYoutube Video |
Friday, April 26
Main SessionsTab 2 - The Academy's Reinvention: A Blueprint for the Next 20 Years Speakers: Mark Matson, Matson Money, Robert Armstrong and Sanford M. Fisch Adobe PDF Audio 1 of 5 (19:48) Audio 2 of 5 (20:14) Audio 3 of 5 (19:49) Audio 4 of 5 (16:51) Audio 5 of 5 (26:31) Tab 4 - Asset Protection: Staying Out of Trouble Speaker: Gideon Rothschild, Moses & Singer, LLP PowerPoint Adobe PDF Audio 1 of 4 (20:08) Audio 2 of 4 (20:37) Audio 3 of 4 (20:12) Audio 4 of 4 (24:07) Tab 5 - Top 12 Significant, Curious, or Downright Fascinating Fiduciary Cases of 2012 Speaker: Dana Fitzsimons, Bessemer Trust Adobe PDF Audio 1 of 4 (20:29) Audio 2 of 4 (22:54) Audio 3 of 4 (14:08) Audio 4 of 4 (09:49) Breakout SessionsTab 1 - BizActions E-Newsletter Demo Speaker: Rita Chaires PowerPoint Adobe PDF Audio 1 of 3 (24:40) Audio 2 of 3 (09:52) Audio 3 of 3 (16:37) Tab 3 - CounselPro TM 6A Instructions Speaker: Donna Hooper Adobe PDF Tab 4 - New Stuff Adobe PDF |
Saturday, April 27
Main SessionsDocuBank Program HighlightsSpeaker: Randi Siegel PowerPoint Audio 1 of 1 (13:17) Tab 6 - Success Stories Speakers: Robert Armstrong, Sanford M. Fisch and Bryan Adams, Premier Planning PowerPoint Adobe PDF Audio 1 of 5 (20:50) Audio 2 of 5 (20:48) Audio 3 of 5 (19:28) Audio 4 of 5 (15:25) Audio 5 of 5 (20:52) Tab 8 - Ethics Challenges Posed by Transfers Among Family Members Speakers: Dennis Sandoval and Steve Hartnett PowerPoint Adobe PDF Audio 1 of 3 (25:14) Audio 2 of 3 (20:36) Audio 3 of 3 (25:08) Tab 9 - Optimizing Your Funding Speakers: Dennis Sandoval, Randy Harwick, Steve Hartnett and Donna Hooper Adobe PDF Audio 1 of 4 (19:47) Audio 2 of 4 (19:12) Audio 3 of 4 (26:50) Audio 4 of 4 (26:50) Roundtable Discussion: Secrets to Consultation Mastery Audio 1 of 3 (21:59) Audio 2 of 3 (21:14) Audio 3 of 3 (31:26) |
Sunday, April 28
Main SessionsTab 10 - Portability: To Elect or Not to Elect, That is the Question Speaker: Dennis Sandoval PowerPoint Adobe PDF Audio 1 of 5 (20:07) Audio 2 of 5 (21:11) Audio 3 of 5 (19:14) Audio 4 of 5 (16:39) Audio 5 of 5 (14:54) Breakout SessionsCounselPro TM 7 Update: What's New and In Development |