Transforming conversations about wealth
Events
For over a decade various organizations have used Shaking the Tree’s Living Case Study to enhance their events, to make them more meaningful, more memorable and more rewarding:
- An annual private bank conference: an entertaining and thought-provoking keynote after the opening plenary, that establishes a reference case that other presenters use throughout the conference.
- A family foundation conference workshop: to provide grant-makers with a thought-provoking case study on consensus and change in a foundation transitioning to the next generation.
- A client appreciation dinner: where dessert is accompanied by an entertaining case, followed by an audience exploration of the latest trends in family giving.
- A family retreat: where a facilitator uses the piece to create a safe environment to open discussion between generations on the opportunities and responsibilities of wealth.
- A sales incentive trip: top gun sellers use role-play to learn in a fun, interactive way the art of reading the situation and interacting with an UHNW family.
- A middle eastern family business retreat: business-owning families members explore the dynamics of succession and governance.
| January 2011 The Decision 7th Annual TFO Global Asset Allocation Forum Ritz Carlton Hotel, Manama, Bahrain April 2010 The Big Payday (DVD and facilitation) American College CAP program Marriott Hotel, Detroit, MI October 2009 Stalemate (live and filmshoot) FOX Family Office Forum/NorthernTrust Sheraton Hotel, Chicago, IL May 2009 The Outsiders Collaboration for Family Flourishing McDonald’s Hamburger University, Oak Brook, IL June 2008 The Big Payday Raylign Advisors Client Event Burning Tree Country Club, Greenwich, CT May 2008 The Big Payday Neuberger Berman-Lehman Brothers Client Event Plaza Hotel, New York, NY November 2007 The Big Payday Citigroup Client Event Sanford I. Weill Center, Armonk, NY October 2007 The Big Payday Glenmede Trust Client Event Cleveland Museum of Natural History, Cleveland, OH October 2006 The Big Payday, filmshoot Sponsored by US Trust A private residence, Chicago, IL May, 2006 A Time To Be Daring Wealth and Giving Forum The Four Seasons, Scottsdale, AZ October 2005 The Measure of a Life Wealth and Giving Forum The Greenbrier, White Sulphur Springs, WV May 2005 The Big Payday Wealth and Giving Forum The Greenbrier, White Sulphur Springs, WV April 2005 Stalemate Institute for Private Investors Spring Forum The Casino, Chicago, IL February 2005 The Big Payday Phillip Swann Associates The Huntington Library, Pasadena, CA October 2004 The Gift Wealth and Giving Forum The Greenbrier, White Sulphur Springs, WV |
June 2004 The Accidental Team IIR’s Family Office Forum Chicago, IL May 2004 Stalemate Shaking the Tree Interactive Productions and AMA Family Forum (2 events) The Union League Club, Chicago, IL November 2003 Stalemate Shaking the Tree Interactive Productions (2 events) The Union League Club, Philadelphia, PA Top of the Times, New York, NY June 2003 A Perfect Wedding IIR’s 10th Annual Family Office Forum Chicago, IL March 2003 The Big Payday Chubb National Broker Forum Naples, FL June 2002 The Big Payday A private family meeting/IIR’s 9th Annual Family Office Forum (2 events) The Broadmoor, Colorado Springs, CO and Chicago, IL May 2001 The Big Payday Harris Bank Conference The Ritz-Carlton, New Orleans, LA February 2001 The Reluctant Cinderella Council on Foundations Annual Family Foundations Conference Chicago, IL November 2000 (Unnamed Vignette) Shaking the Tree Launch Party New York, NY May/June 2000 Grandpa’s Little Secret.com Harris Bank training presentation/HB Conference Chicago, IL – The Ritz-Carlton, Naples, FL May 1999 The Reluctant Cinderella Harris Bank Conference The Phoenician, Scottsdale, AZ June 1998 – Shaking the Tree with Andrew Mellon The Blandesman’s Big Day IIR Family Office Forum Chicago, IL November 1997 — Shaking the Tree with the Breakthrough Group The Penland Family IIR Wealth Management Conference The Biltmore, Phoenix, AZ |
