September 2016 – The Practitioner
Holly is interviewed by Lanie Jordan, of The Family Firm Institute, on “Cyber Safe Families”
May 2016 – Interview with amy Katz of Daughters in Charge
Selecting an advisor who protects your interests is crucial for women in family businesses. Holly Isdale discusses how women in family businesses can learn to protect their information-and themselves.
March 2016 – realtor.com
Holly Isdale was was quoted in an article of Cyber Security by Judy Dutton.
March 2016 – Forbes Insights
Holly Isdale was quoted in Forbes in an article by Russ Alan Price on Single-Family Office investments.
October 2015 – Family Firm Institute, London
Holly spoke at the Family Firm Institute’s Global Conference on using games to foster engagement and innovation.
September 2014 – “Phil Hulett and Friends”
Holly Isdale was interviewed by Phil Hulett on what happens to your digital assets after death.
September 2016 – Smith Family Business Initiative at Cornell
Holly was invited to join the Smith Family Business Initiative at Cornell as a Practitioner Scholar
March 2016 – Bloomberg BNA Tax Advisory Board Meeting
Holly Isdale spoke on:
Digital Assets – Managing Fiduciary Access and Cybersecurity Risks for Client Information
January 2015 – Forbes Insights
Holly Isdale was quoted in Forbes in an article by Russ Alan Price on Top-of-the-Line Wealth Management.
March 2014 – FFI GEN Advanced Certificate in Family Business Advising
Holly Isdale was awarded the FFI Global Education Network’s Certificate in Family Business Advising and the FFI Global Education Network’s Advanced Certificate in Family Business Advising.
April 2014 – Town & Country “The Fixer”
Holly Isdale was profiled in April’s Town & Country as one of the “world’s best resources and problem solvers” for the area of family wealth and financial literacy programs.
Upcoming Presentations:
December 4,5,6 2016. Susan will be speaking on Working with the Trustee – An Understanding of the Framework at the Private Wealth Management Summit in Las Vegas, NV.
Recent Presentations:
December 1, 2016. Holly Isdale will be speaking at the CFA Society of Philadelphia private wealth conference on the Tax Developments panel. The conference will be held on 1 December at the Hub at Cira Center in Philadelphia.
October 28, 2016. Holly will be speaking about The Evolving Role of Trustees on a panel at the FFI Global Conference in Miami, FL.
October 27, 2016. Holly will be speaking on Cyber Safe Families at the FFI Global Conference in Miami, FL
October 21, 2016. Holly will be spoke at the Smith Family Business Initiative’s Families in Business Conference in Ithica, NY
October 20, 2016. Holly is presented “Protect the Family Legacy – Management of Risk Should not be an Accident” at the Mountain West Family Office Forum in Park City, UT
October 19, 2016. Holly is lead a panel discussion on “Women in Wealth and Transition: Making It, Spending It and Sharing It” at the Mountain West Family Office Forum in Park City, UT.
October 19, 2016. Holly is moderated a panel on “Family Security in Turbulent Times” at the Mountain West Family Office Forum in Park City, UT
October 19, 2016. Holly is spoke on Cybersecurity at the Mountain West Family Office Forum in Park City, UT
September 13, 2016. Susan spoke on Conflicts in Family Business Planning for the Philadelphia Estate Planning Council at the Union League in Philadelphia, PA
July 18-20, 2016. Holly moderated a panel on Cyber Security at the Family Office & Private Wealth Management Forum in Newport, RI
June 27-28, 2016. Holly spoke on Due Diligence in Alternative Investments at the 4th Research & Due Diligence for Wealth Management Platforms
