Speaking engagements, interviews, quotes

**Starting in January 2019, my weekly podcast became a major focus for sharing insights. Be sure to see the podcast page in this website, or visit the podcast website: Crafting Solutions to Conflict. **

Panelist,  “How Can Advisors Lean Into Conflict, With Confidence?”, Purposeful Planning Institute RendeZoom, July 22, 2021

Speaker, “Turbulence in Family Business”, one of ten global family business experts, June 5, 2021

Panelist, “Family Business Mediation — Addressing Unspoken Factors Driving Business Challenges”, Association for Conflict Resolution, Greater New York Chapter, 20th annual conference, June 3, 2021

Presenter, “Embracing Disruption as a Catalyst for Change”, Independent Trustee Alliance Annual Conference, May 13, 2021

Speaker, Legacy Family Business Summit, one of 21 global experts discussing family business succession, launched April 1, 2021

Panelist, private presentation to wealth management group, communication and conflict in client service, February 17, 2021

Speaker, “Crafting Solutions to Conflict”, in Purposeful Planning Institute Thought Leader & Industry Innovator Series, February 9, 2021

Panelist, “Unraveling the Hidden Threads of Family Conflict”, Family Firm Institute Global Conference, New York, NY, October 28-30, 2020 [changed from in-person to virtual]

Speaker, “Friction in Family Businesses: Sparking the Good and Defusing the Bad”, Upstate New York Family Business Day Symposium, Henriettta, NY, September 24, 2020 [event cancelled this year]

Panelist,  “How Can Advisors Lean Into Conflict, With Confidence?”, Purposeful Planning Institute annual Rendezvous, Denver, CO, July 21-23, 2020 [rescheduled to July, 2021]

Panelist, wealth management firm’s private client conference, Newport, RI, June 12, 2020 [event cancelled this year]

Speaker, “Addressing Conflict in Client Families”, Connecticut Estate and Tax Planning Council, New Haven, CT,  March 31, 2020 [to be rescheduled]

Presenter, “Advising Clients When Ongoing Relationships are Important”, CLE for New Haven, CT law firm, New Haven, CT,  June 19, 2019

Panelist, “Starting and Maintaining a Mediation Practice”, Connecticut Mediation Association, hosted by Quinnipiac Law Center on Dispute Resolution, May 20, 2019, North Haven, CT

Presenter, “Transitioning to Insiders: Family Business Planning and Continuity”, with Carolyn Beers, Esq. of Wiggin and Dana,  Exit Planning Exchange, Fairfield County chapter, April 12, 2019, Norwalk, CT

Quoted in “The Best Business Legacy Planning Tips“,  my tip “Embrace Conflict!” March 15, 2019,

Quoted in “Are your kids ready to run your business?”, Business Banker, by Alaina Tweeddale, October 15, 2018

Presenter, “Managing Family Dynamics in Estate Planning and Trust Administration”,CLE,  with Julie Min Chayet, of U.S. Trust, September 13, 2018, Fairfield County Bar Association Probate and Estates Committee, Stamford, CT

Faculty presenter, three part series on Managing Conflict, New York City Family Enterprise Center (NYCFEC), limited to family members from family businesses, May 11, 2018, June 19, 2018, and July 19, 2018

Quoted in “3 Pitfalls to Avoid When Hiring Family and Friends”, Louisiana Business Connection, February 19, 2018

Radio Interview with Ira Bryck, “Western Massachusetts Business Show”, discussion of mediation in family businesses, along with Richard Lutringer, January 6, 2018

Speaker, “Transition Planning for Family Businesses”, Society of Financial Services Professionals, NYC Chapter, New York City, December, 7,  2017

Faculty presenter, “Family Conflict — What Are Your Options?”, New York City Family Enterprise Center (NYCFEC), limited to family members from family businesses, Manhattan, December 1, 2017

Presentation with Richard Lutringer, “Using Mediation Within the Family Enterprise to Bring Positive Change  from Internal Conflict”, Attorneys for Family-Held Enterprises (AFHE), Mid-Year Conference, Cleveland, OH, November 10, 2017

Quoted in Paul Sullivan’s New York Times Wealth Matters column, “Squabbles Over the Family Summer Home? Don’t Hire a Lawyer Just Yet“, August 19, 2017”

Speaker, “Preventing and Resolving Conflicts Over Wealth and Giving”, Planned Giving Group of Connecticut, November 10, 2016

Presentation with Richard Lutringer, “Mediation and Family Business Disputes”, Family Firm Institute New York City Study Group, May 3, 2016

Guest Speaker, Mediation Ethics, “Mediation” course, University of New Haven, West Haven, CT, November 2, 2015

“Ethics in Mediation”, Community Mediation, Inc. Mediation Training, Hamden, CT, June 4, 2015

Options in Alternative Dispute Resolution“, Bar Chat interview by Doug Brown, Executive Director of the Connecticut Bar Association, with Peter Benner, Esq., June 1, 2015

Speaker, “Practical Tips for Managing Conflict in Your Family Business,” The Liquidity Event, The Harvard Club, New York, NY, February 10, 2015

Acceptance of “The Honorable Robert C. Zampano Award for Excellence in Mediation”, which recognizes and celebrates leadership, initiative, and creativity in mediation in Connecticut. New Haven, CT, June 12, 2014

“Ethical Issues in Mediation”, Continuing Legal Education (CLE) seminar, New Haven County Bar Association, New Haven, CT, April 8, 2014

Speaker, “Family Dynamics in Estate Matters,” New Haven County Bar Association, Trusts, Estates, and Probate Committee, New Haven, CT, May 8, 2013

Conflict, Communication, and Connectivity: Navigating new terrain in the digital age“, conducted radio interview of Colin Rule, past Director of Online Dispute Resolution at eBay and PayPal and 2013 NE-ACR (New England Chapter of the Association for Conflict Resolution) Pioneer Award winner,  April 25, 2013

Quoted on “Building a Better Board”, by Liz Lent, New England Condominium, February, 2013

“Dealing with Difficult Clients”, Continuing Education (CEU) Lecture to professional association, Shelton, CT, November 4, 2012

Panelist, “ADR in Hard Times: Can Alternative Dispute Resolution Maintain Access to Justice When Resources Are Limited?”, Eighth John A. Speziale ADR Symposium, Quinnipiac University School of Law, Hamden, CT, October 19, 2012

Moderator, panel discussion “Recap and Reflection: The ACR Annual Conference”, teleconference presented by Elder Section of the Association for Conflict Resolution, October 10, 2012

Speaker, private group in Hartford, CT about using conflict management techniques in estate planning and administration, May 1, 2012

Facilitator, ethics class discussion on fairness, family, and money at assisted living facility, Stamford, CT, March 29, 2012

TV interview on benefits of mediation, “Healthy Living with Dr. Cathy Lamortra”, Branford, CT, November 1, 2011

Speaker, private group, Connecticut, “Using conflict management techniques to better serve clients”, April 11, 2011

Interview on “Mediation, Arbitration, Negotiation in Sports”, Monday Night Sports Talk, March 14, 2011

Speaker, “Holidays and Tough Conversations,” The Hearth at Tuxis Pond, Madison, CT, November 9, 2010

Speaker, New Haven County Bar Association Trusts, Estates, and Probate Committee, New Haven, CT, “Using Mediation in Estate Planning and Settlement,” October 12, 2010

Radio interview by entrepreneurship expert Barry Moltz, “The Art of the Apology”, August 7, 2009

Presenter, state-wide conference for women business owners, “Transition Your Business Through Challenge”, sponsored by the Connecticut Permanent Commission on the Status of Women and the National Association of Women Business Owners, July 24, 2009, workshop on “Smooth Business Transitions”

Presenter, seminar for Women’s Business Development Center, “Managing Conflicts as a Small Business Owner”, Waterbury, CT, February 12, 2009

Panelist, discussed mediation and arbitration in New Haven County Bar Association program, “Advanced Litigation & Tips Everyone Should Know”, October 15, 2008