Shelley Lightfoot
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California Forum for ICAs – Full 12 Part Series
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Caregiving Through the Holidays
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Case Study: When Family Business Conflict Stalls Business Succession Planning
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Choosing Your Fork in the Road
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COMINS 2019 – August – Understanding the “Pain of Due Diligence” and Preparing for It
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COMINS June – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow
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Conflict Resolution for Affluent Families
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Create a Practice that Reflects Who You Want to Be
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EPI NJ 2021 – May 5 – Our own Joe Strazzeri was on an informal panel discussion for the EPI New Jersey Chapter meeting.
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EPI OC 2022 – August 11 – Collaboration at its Best Part 1: Partnering and Tools for Increased Engagement
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