Firms and organizations that have hosted Susan as a speaker

  • Boston Foundation
  • Boston Philanthropic Advisors Roundtable
  • Calibre
  • Calgary Community Foundation
  • Cape Cod Foundation
  • Carter & McKinley
  • Coastal Capital
  • Community Foundation of Louisville
  • Community Foundation of Western Nevada
  • Council on Foundations Family Philanthropy Conference
  • Delaware Valley Family Business Council
  • Essex County Community Foundation
  • Financial Planning Association Retreat
  • Hospice of the North Shore
  • Kahler Financial
  • Kalamazoo Community Foundation
  • Legacy Planning Partners
  • Legacy Companies
  • Margolis and Bloom
  • Milwaukee Community Foundation
  • Money Quotient
  • National Center for Family Philanthropy
  • Northstar Financial Management
  • UBS
  • University of Charleston
  • Weyerhauser
  • Whittenberg & Knudsen
  • WPO Forum Group of southern New Jersey
  • YPO: Mountain State chapter

Contact Susan for references or more information.