Fall Seminar

Date: Friday, October 20, 2023
Time: 8:00am - 4:00pm
Location: Community Hospice - 4368 Spyres Way
Speaker: Keynote - Susan Rounds

We are looking forward to a great Fall Seminar.  Below is a quick recap of the speakers and the topics they will be presenting on.

Susan Rounds, Director and Head of U.S. Wealth Planning at Deutsche Bank

Presentations --

(1) Transition by Design: Successful Succession of the Privately Held Business and Wealth

(2) Family Dynamics & Intergenerational Conflict: Family Governance as a Tool for Preserving Family Wealth & Harmony

Ms. Rounds specializes in providing services and solutions to clients in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, intergenerational wealth transfer, and legacy planning. In a career spanning over 25 years, Ms. Rounds has advised ultra-high-net-worth individuals, families, and privately-held business owner clients during her tenure in Big Eight Accounting, global financial institutions, and private legal practice. Ms. Rounds was inducted into the NAEPC Estate Planning Hall of Fame® Class of ‘22.

As a national speaker, author, and commentator, her articles have been featured in leading publications such as Trusts & Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Ms. Rounds makes frequent presentations at national seminars and Estate Planning Councils across the country.

Formal degrees and designations include a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. Ms. Rounds passed the comprehensive four-part CPA exam on the first sitting and is a registered TEP (Trusts and Estates Practitioner) and earned the STEP Advanced Certificate in Cross-Border Estate Planning. Ms. Rounds is also an Accredited Estate Planner® (Distinguished).

Cami McLaren, McLaren Coaching

Presentation -- Time Management - What Have You Been Doing All Day?

Cami McLaren coaches attorneys and other professionals to create new ways to practice.  She also coaches small business owners on many of the same tools.  As an attorney who practiced law for 16 years, she is passionate about assisting other attorneys and small business owners to create lives that are productive, balanced and fulfilling.  Her fundamental belief is that no profession has to be "hard." 

Cami has worked in top law firms and other businesses, and one-on-one with professionals to help them create enriching, productive lives.  Cami presents workshops both to the public and within law firms and other businesses on issues such as communication, trust, accountability and time management.  She has also written articles in several Northern California publications on these and other topics.

Cami is a certified performance coach, relationship coach, and leadership coach; and is a certified NLP (neuro-linguistic programming) practitioner.   She is the owner of McLaren Coaching and can be found on the web at www.mclarencoaching.com.

CPAs David Kalunian, Preston Osbourn, and Vic Johnston

Presentation -- Estate, Gift, and Income Tax Panel

Local CPAs David Kalunian, Preston Osbourn of Grimbleby Coleman, and Vic Johnston of Johnston Kelley & Company headline a panel to discuss updates and provide insights on current estate, gift, and income tax topics relevant to the field of estate planning.

See Upcoming Event Calendar