• November 1, 2013, Ethical Issues in Gift Planning, Jewish Federation of Northeastern New York
  • November 1, 2013, Perfecting Donor Intent, Jewish Federation of Northeastern New York
  • November 1, 2013, Ten Smart Charitable Planning Ideas, Jewish Federation of Northeastern New York
  • January 31, 2014, Ten Smart Planning Ideas after the American Taxpayer Relief Act of 2012
  • February 4, 2014, Topics to be Determined, Greater Miami Jewish Federation
  • February 23, 2014, Keynote, 2014 Annual International Educational Conference Association of Lutheran Development Executives
  • February 23, 2014, Evaluating Your Planned Giving Platform and Potential and Setting Metrics that Drive Success, 2014 Annual International Educational Conference Association of Lutheran Development Executives
  • September 10, 2014, Topics to be Determined,The Associated jewish Community Federation of Baltimore