Past Speaking Engagements
Financial
Services:
- Community Bank, March 2010, Blacksburg, VA
- Community Bank, March 2010, Richmond, VA
- RZ Financial Network, October 2009, Miami, FL
- State Farm Live Presentation, October 2009, Lexington, KY
- Virginia I-Day Conference, October 2009, Richmond, VA
- Estate Planning Council of Richmond, October 2009, Richmond, VA
- Creative Marketing, August 2009, Kansas City, MO
- Creative Marketing, July 2009, Las Vegas, NV
- Creative Marketing, June 2009, Kansas City, MO
- Social Security Administration, June 2009, New Orelans, LA
- First Market Bank, June 2009, Richmond, VA
- Creative Marketing, May 2009
- Alliance of Financial Marketing Professionals, May 2009, Palm Desert, CA
- Financial Planning Forum, May 2009, Richmond, VA
- National Association of Financial Advisors, May 2009, Washington, DC
- Creative Marketing, April, 2009
- MDRT/PREP Road Trip, February, 2009, New York, NY
- MDRT/PREP Road Trip, February, 2009, Chicago, IL
- MDRT/PREP Road Trip, February, 2009, Richmond, VA
- MDRT/PREP Road Trip, February, 2009, Washington, DC
- MDRT/PREP Road Trip, February, 2009, Texas
- Farmer's Financial, February 2009, Las Vegas, NV
- Lincoln Employers Group, October 2008, Philadelphia, PA
- Creative Marketing Academy, August 2008
- SunTrust Banks, Inc., August 2008, Richmond, VA
- CUES Southern CA/Arizona Council, July 2008, Los Angeles, CA
- Lincoln Financial, June 2008, Baltimore, MD
- Creative Marketing, April 2008, Caribbean Cruise
- LTA Marketing, February 2008, New Orleans, LA
- Monarch Bank, February 2008, New Orleans, LA
- Personalized Brokerage Services, January 2008, Orlando, FL
- Fidelity Investments Life Insurance Company, January 2008, Salt Lake City, UT
- Lincoln Financial Group, January 2007, Philadelphia, PA
-
Farmers Financial Solutions,
December 2007, Agoura, CA
-
New England CUES Council,
November 2007, Westborough , MA
-
ING, October 2007, Annapolis, MD
- National Advisor's Conference, October 2007, Orlando, FL
- National Association for Fixed Annuities, October 2007, Las Vegas, NV
- ING, October 2007, Chicago, IL
- Prudential Pre-MDRT Meeting, June 2007, Denver, CO
- MDRT, Boomertirement Industry Summit, April 2007, New York, NY
- Financial Freedom, Wholesale Correspondent Conference, May 2007,
Orlando, FL
- CUES Financial Suppliers Forum, April 2007, Dallas, TX
- LIMRA/LOMA Retirement Industry Conference, April 2007, Atlanta, GA
- Alabama Association of Insurance & Financial Advisors, March 2007,
Birmingham, AL
- John Hancock Financial Network, March 2007, Arlington, VA
- IIR Reach YOUR Segment Event, November 2006, Key Biscayne, FL
- UBS Fall Insurance Educational Series, Sept-Nov 2006, Seven Markets
- SIR Insurance Event, October 2006, Charleston, SC
- NFP Group, Annual Conference, September 2006, Chicago, DC
- SunTrust Investment Services, September 2006, Washington
- Genworth Financial Investment Services, National Sales Meeting,
June 2006, Chicago, IL
- Florida Credit Union League, Annual Convention, June 2006, Orlando, FL
- ING Marketing Meetings, June 2006, Atlanta, GA
- Sun Life Financial Distributors, May 2006, Boston, MA
- MKG Financial "Impact" Series, "Viva the Vital", April 2006, Portland, OR
- UBS Insurance Academy National Meeting, March 2006, Orlando, FL
- IQPC Seminar "Marketing Financial Services to Boomers", Conference
Co-chair, February 2006, Chicago, IL
- Genworth Long Term Care National Sales Meeting, February 2006,
Memphis, TN
- Genworth National Sales Meeting, January 2006, Tampa, FL
- Genworth Financial Retirement Income Symposium, June 2005, Washington
Healthcare:
- inVision – Henrico Doctor’s Hospital, April 2010, Richmond, VA
- Michigan Healthcare Association, March 2010, Grand Rapids, MI
- Immersion Active's Caregiver Marketing Conference, January 2010, Crystal City, VA
- Summit on Age Wave Planning, November 2009, Lynchburg, VA
- Quality Partners of Rhode Island, November 2009, Warwick, RI
- Jenkins Foundation, October 2009, Richmond, VA
- Idaho Health Care Association, July 2009, Las Vegas, NV
- Kingston Healthcare, July 2009, Toledo, OH
- Aging Services of California, May 2009, Monerray, CA
- West Virginia Healthcare Association, May 2009, Charleston, WV
- Wisconsin HCS, April 2009, Madison, WI
- Alegent, March 2009, Omaha, NE
- Aging Services of California Symposium, February 2009, Sacramento, CA
- American College of Healthcare Administrators, December 2008, Las Vegas, NV
- California Health Care Facilities, November 2008, Anaheim, CA
- PCMA Luncheon Event, September 2008, Cincinnati, OH
- The Center for Health Design, Webinar Presentation, May 2008
- South Carolina Health Care Association, April 2008, Myrtle Beach, SC
- South Dakota Health Care Association, April 2008, Sioux Fall, SD
- Kentucky Association of
Health Care Facilities, November 2007, Louisville, KY
-
New York State Association
of Health Care Providers, October 2007, Hauppauge
- American Health Care Association, October 2007, Boston, MA
- Maine Health Care Association, October 2007, Rockport, ME
- South Dakota Health Care Association, September 2007, Sioux Falls, SD
- Virginia Healthcare Association, September 2007, Hot Springs, VA
- Washington Health Care Association, May 2007, Vancouver
- American Health Care Association, CEO Conference, November 2006,
Palm Springs, FL
- Pennsylvania Homecare Association, Annual Convention, June 2006,
State College, PA
- Windsor Associates Ophthalmologist Practices, Spring Conference,
April 2006, Las Vegas, NV
- Revolution Executive Meeting, Steve Case's New Venture, April
2006, Washington, DC
- Virginia Commonwealth University Health System Development Conference,
February 2006, Richmond, VA
Travel Industry:
- Minnesota Travel & Tourism, January, 2009, Minneapolis, MN
- VISIT IOWA, Travel Federation of Iowa, October 2008, Western Iowa
- Professional Convention Management Association, Hartland Chapter, July 2008, Kansas City, MO
- Indiana Cultural Tourism Conference May 2008, French Lick, IN
- National
Tourism Association, November 2007, Kansas City, MO
-
Alaska Travel Industry
Association, October 2007, Juneau, AK
- VISIT FLORIDA, August 2007, Boca Raton, FL
- National Tourism Association, April 2007, British Columbia, Canada
- Family Motor Coach Association, October 2006, Cincinnati, OH
- Memphis Convention & Visitor's Bureau, March 2006, TN
- Education Travel Learning Conference, February 2006, Washington
- Republic of Panama, January 2006, Panama
- California Travel Industry Association, May 2005, Los Angeles, CA
Transportation:
- ACT Chesapeake Chapter Conference, June 2010, Richmond, VA
- Virginia ITS 2010 Statewide Conference, April 2010, Charlottesville, VA
- Arlington County Transportation (ACT), April 2010, Washington, D.C.
- 2009 ACT International Conference, August 2009, Washington, D.C.
- CTAV EXPO & Conference, August 2009, Roanoke, VA
- Telework!VA Green Event, April 2009, McLean, VA
- National Partnership for Highway Quality, November 2008, San Anotnio, TX
- 2008 Impacts of Changing Demographics on Transportation Conference, October, 2008, Washington, D.C.
- ACT International Conference, August 2008, Atlanta, GA
- ACT National Conference, August 2006, Boston, MA
- LA Metro Educational Seminar, May 2006, Los Angeles, CA
- ACT National Conference, September 2005, Los Angeles, CA
Retail & Consumer Products:
- Florida Retail Masters Leadership Program, May 2010, Cocoa Beach, FL
- Retail Advertising & Marketing Association, February 2009, Las Vega, NV
- SFCS, Inc., February 2009, Roanoke, VA
- National Retail Federation: BIG SHOW, January 2009, New York, NY
- Lith Excel, Relevance Revolution Seminar, September 2008, Albuquerque, NM
- First Friday Forum, Retail Merchants Association, September 2008, Richmond, VA
- Florida Retail Masters, May 2008, Fort Myers, FL
- International Council of Shopping Centers, May, 2008, Pocono Mountains, PA
- IBT Enterprise Design Event, May 2008, Atlanta, GA
- Environments for Aging Conference, March 2008, Tucson, AZ
- SFCS Inc., February 2008, Roanoke, VA
- Vocento, October 2007, Madrid
- Vocento, October 2007, Barcelona
- Miles Kimball Company, August 2007, Oshkosh, WI
- Johnson & Johnson Consumer Healthcare "ConsYOUmer Day," June 2007,
New Brunswick, NY
- Ringling Bros & Barnum Bailey, June 2007, Lake Buena Vista, FL
- Pfizer Consumer Healthcare Products Division, December 2006, Morris
Plains, NJ
- Cadbury Adams Halls Brand Team, November 2006, Parsippany, NJ
- Hamilton Beach Brand Management and Marketing Research Departments,
May 2006, Hershey, PA
- Hershey's Foods Brand Management and Marketing Research Departments,
April 2006, Hershey, PA
- NSB Group Retail Customer Conference, September 2005, Montreal
- Retail Merchants Association, August 2004, Richmond, VA
Newspaper Industry:
- Virginia Press Women's Fall Conference, September 2008, Richmond, VA
- Canadian Newspaper Association, May 2007, Winnipeg
- Southern Newspaper Publishers Association, Annual Conference, October 2006, Naples
- Richmond Times-Dispatch, July 2006, Richmond, VA
- Richmond Times-Dispatch Company-wide Town Hall, June 2006, Richmond, VA
- International Newspaper Marketing Association, June 2006, New York
- Media General Newspaper Ad Directors Meeting, March 2006, Richmond, VA
- Newspaper Association of America National Conference, February 2006, Orlando, FL
Associations, Conferences and Events:
- Energy BBDO - CMO Executive Summit, July 2010, Chicago IL
- Professional Convention Mgmt. Assn. (PCMA), June 2010, Boston, MA
- NYS MPO Association Annual Conference, June 2010, Syracuse, NY
- VTIA, May 2010, Roanoke, VA
- New York Association of Homes and Services for the Aging, May 2010, Saratoga Springs, NY
- Massachusetts Aging Conference, May 2010, Boxborough, MA
- Community College System, April 2010, Roanoke, VA
- The Local Area Agency on Aging Annual Meeting, March 2010, Roanoke, VA
- AARP National Meeting, February 2010, Washington, D.C.
- Forum on Sustainable Arlington County Infrastructure, November 2009, Arlington, VA
- AMPO Conference, October 2009, Savannah, GA
- Virginia Municipal League Annual Conference, October 2009, Roanoke, VA
- Virginia Society of Association Executives, September 2009, Richmond, VA
- Electrical Apparatus Association, June 2009, St. Louis, MO
- Virginia Age Wave Event, May 2009, Charlottesville, VA
- Retail Advertising & Marketing Association, February 2009, Las Vegas, NV
- National Home Builders Association, January, 2009, Las Vegas, NV
- Professional Convention Management Association, January 2009, New Orleans, LA
- Creative Marketing, November 2008, Kansas City, MO
- AIA Seattle, December 2008, Seattle, WA
- Festival of the Wise, December 2008, Scottsdale, AZ
- Professional Convention Management Association, October 2008, Toronto, Canada
- Anabaptist Providers Group, October 2008
- Virginia Press Women's Fall Conference, September 2008, Point Clear AL
- Hampton Roads Comp & Benefits Association, September 2008, Newport News, VA
- Los Angeles Book Expo, May 2008, Los Angeles, CA
- American Marketing Association, May 2008, Anchorage, AK
- IPMA-HR Event, April 2008, Virginia Beach, VA
- National Partnership for Highway Quality, April 2008, Alexandria, Virginia
- Johnston Willis Physicians Quarterly Meeting, March 2008, Richmond, VA
- Center for Design - Environments for Aging Conference, March 2008, Tucson, AZ
- Public Relations Society of America, March 2008, Richmond, VA
- Creative Marketing, February 2008, Kansas City, MO
- Professional Convention Management Assoc., January 2008, Seattle, WA
- California State Library Event, November 2007, Pasadena, CA
- Association of Municipal Retirement Systems of Virginia, October 2007, Richmond, VA
- Boomer Business Conference, September 2007, Chicago, IL
- Charlotte Business Journal: Author Series, June 2007, Charlotte, NC
- University of North Carolina, April 2007, Greensboro, NC
- Society of Insurance Researchers, November 2006, Charleston, SC
- Beyond the Boomers Conference, October 2006, Chicago, IL
- Focalyst Research "Forum," September 2006, New York
- National Trust for Historic Preservation, June 2006, Washington
- Advertising Federation Event, March 2006, Memphis, TN
- Governor's Conference on Aging, June 2005, Boston, MA
- What's Next Boomer Summit, March 2005, Philadelphia, PA
- Boomer Marketing Conference, December 2004, Toronto
- American Marketing Association Event, November 2004, Norfolk, VA
- Boomers Business, March 2004, Las Vegas, NV
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