2021 RendeZoom
Courageous Resilience: Thriving in Turbulent Times
Live Virtual Summit
July 21st - July 23rd
RendeZoom: Rising Together
Innovation is driven by need and now is no different. Learn from thought leaders in your field to work together to meet the current and new needs of clients. We invite you to join us and explore how to thrive, rather than just survive, during these turbulent times. At RendeZoom, you will converge with leaders to advance greater purpose and meaning with the families you serve.
Register Today!
Preferred Pricing Ends June 7th
Member Rate: $795
Non-Member Rate: $995
Not a member? We've got you covered. Register now and you’ll have the option of adding an annual membership for 50% off!
Keynote Speakers
Resilience in action, tools for real life.
James Pawelski, PhD
Professor of Practice and Director of Education, Positive Psychology Center at the University of Pennsylvania
Positive Psychology: Help for Challenging Times
With a global pandemic, a national reckoning around social justice, severe political polarization, and no shortage of problems in our own personal lives, it is clear that we are living in challenging times. It can seem obvious in such times that we need to focus exclusively on the problems at hand. But is this the most effective way forward?
Positive psychology suggests that cultivating things like positive emotions, character strengths, and strong relationships may be especially important for dealing with adversity. In this interactive session, we will explore the theory, research, and practice of positive psychology, focusing on how it might help us in challenging times.
Kristin Keffeler, MSM, MAPP
Founder of Illumination360
Positive Psychology: Wealth 3.0 in Action
PPI has challenged your field to move from the existing paradigm (which has been called Wealth 2.0) to a new paradigm, Wealth 3.0. This presentation will help you create an actionable roadmap for that transition. And there are no practitioners better suited to apply these concepts than those in our PPI community. During this keynote we will explore:
- The latest research and application in the field of Positive Organizations
- The research and application in the field of thriving families and family systems
- The research and application in the field of individual growth and impact
James E. Hughes, Jr, Esq.
Author & Philosopher
The Path Before Us: A Reflective Conversation with Jay Hughes
Jay Hughes is a beloved thought leader and elder in our community. Over many years, his wisdom has inspired us, educated us and motivated us to do great work with the clients and families we serve.
In this rare opportunity, we will have a chance to listen to Jay in intimate conversation with Stacy Allred about the issues that have mattered most to him for years and what is currently on his mind as clients face a new, challenging and in many ways uncertain future.
Please join Stacy and Jay in their exploration of the path forward as the conference comes to a close and the real work in our respective worlds begins.
Ready to rise?
RendeZoom provides the opportunity to engage with industry experts. We pack our conference with opportunities to connect and engage while exploring innovative and cutting-edge topics on family dynamics, governance, collaboration, philanthropy and more.
Interactive Breakout Sessions
Topics that appeal to those just entering the Purposeful Planning space, and the most seasoned and experienced professionals.
Personalize Your Experience
Select from a variety of session options to create a unique learning experience that meets your current needs.
Unique Networking Opportunities
Make enduring connections and deepen existing relationships during the virtual networking events.
On Demand FRED Talks
FRED Talk (Fresh, Relevant, Educational and Dynamic) presentations with seasoned professionals who share their stories and innovative strategies.
Fusion Sessions (CLE/CPE)
Fusion sessions designed to provide new concepts, tools, and strategies which you’ll be able to monetize and implement immediately are accredited for continuing professional education.
Learn Alongside Experts
Share your experiences and your best thinking as you participate in interactive learning experiences and gain actionable insights from other professionals facing similar complex family complex issues.
Workshop Facilitators
Doug Baumoel
Founding Partner, Continuity Family Business Consulting, Author & Speaker
Jane Beddall
Founder and Principal, Dovetail Resolutions, LLC
Emily Bouchard
Leadership & Legacy Consultant, Author & PPI Dean of Individual Development
Vanesa Browne
Vice President & Fiduciary Officer, Bessemer Trust
Ella Chase
Co-Founder, Wellth Works
Joan DiFuria
Co-Owner & Co-Founder, Money, Meaning & Choice Institute
Betsy Erickson
Senior Director, Philanthropy at Arabella Advisors
Kaley Fennell
Life Coach, Associate & Creative Coordinator, Legacy Capitals
Lindsay Hardie
Sierra Legacy Consulting, LLC
Valerie Galinskaya
Managing Director, Merrill Center for Family Wealth
Stephen Golbart
Co-Owner & Co-Founder, Money, Meaning & Choice Institute
Dawn M. Gross
Co-Founder/CEO Dyalogues, Inc.
Kristen Heaney
Legacy Consultant, Legacy Capitals
Marlis Jansen
Founder, Graddha LLC
Sarah M. Johnson
Founding Partner, Birchstone Moore LLC
Amanda Koplin
CEO, Koplin Consulting
Joseph Kuo
Founder, Abundance Wealth Planning, LLC
Michelle Langdon
Co-Founder, Wellth Works
Steve Legler
Family Legacy Coach & Advisor, TSI Heritage
Rachel Levenson
Senior Project Leader, Open Capital Advisors
Melissa Mitchell-Blitch
Founder, Eredita Consulting, PPI Dean of Individual Giving
Ron Nakamoto
Co-Founder, EW Plus, LLC
Raymond Odom
Senior Vice President, Northern Trust
Richard Orlando
Founder, Legacy Capitals LLC
Paul Puccinelli
Marriage & Family Therapist, Child Therapy Institute
Emily Rustemeyer
VP & Wealth Planner, Northern Trust Company
Sue Schwartzman
Principal, Schwartzman Advising
Simon Shachter
PhD Candidate at Chicago University
Jeff Strese
Principal, Jeff Strese Consulting Group
Amy Szostak
Director of Family Education and Governance, Northern Trust Company
Thomas Thiegs
Leadership & Legacy Consultant, Ascent Private Capital Management
Chris Wahl
President, Christine M. Wahl Consulting, LLC
John "John A" Warnick
Founder, Purposeful Planning Institute
Matthew Wesley
Managing Director, Merrill Center for Family Wealth
Veronica Yepez
CEO, Perpetum Family Office
David R. York
Managing Partner, York Howell & Guymon
What our attendees are saying...
"RendeZoom is phenomenal at creating an informative and engaging virtual experience. I look forward to what they have in store for us this year. PPI sets a pretty high bar for themselves, and I know they're going to exceed it."
-Thomasina Williams, Founder, Sankofa Legacy Advisors
"This is my favorite professional gathering of the year! Whether we’re meeting in-person or virtually, I’m nurtured, energized, and stimulated by this amazing community of thought leaders."
-Sandi Bragar, Managing Director and Partner, Aspirant
"RendeZoom allows me to learn from the leaders in the purposeful planning community about what are the best practices with the families they serve. I then get to use that information in serving our client base which has different needs with the best planning ideas on the planet."
-Josh Patrick, Founder, Stage 2 Planning Partners
7/21
9:00 AM - 9:15 AM | Welcome & Open Remarks
9:15 AM - 10:45 AM | Positive Psychology in Challenging Times, James Pawelski
11:15 AM - 12:00 PM | Rendez-Inspire
12:30 PM - 1:15 PM | Purposeful Pathways with Barb Culver and Jim Coutré
1:45 PM - 3:00 PM | Breakout Sessions
3:30 PM - 4:15 PM | Rendez-Crew
4:30 PM - 5:30 PM | Rendez-Experience
7/22
9:00 AM - 10:00 AM | Rendez-Café
10:30 AM - 11:30 AM | Positive Psychology - Wealth 3.0 in Action, Kristin Keffeler
12:00 PM - 12:45 PM | Rendez-Inspire
1:15 PM - 2:30 PM | Breakout Sessions
3:00 PM - 3:45 PM | Rendez-Crew
7/23
9:00 AM - 10:00 AM | Rendez-Café
10:30 AM - 11:15 AM | Purposeful Pathways with Joan DiFuria, Stephen Golbart, and Amanda Koplin
11:45 AM - 1:00 PM | Breakout Sessions
1:30 PM - 2:30 PM | The Path Before Us, Stacy Allred Interviews James E. Hughes, Jr
2:30 PM - 2:45 PM | Rendez-Celebration
3:15 PM - 4:00 PM | Rendez-Crew
Thank You, Sponsors!
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure below or contact us for more information.
SPECIAL OFFER
Find your community. Become a member.
An annual membership may be exactly what you need to transform your practice.
The Purposeful Planning Institute ("PPI") provides members with clear processes and effective practice methods to provide their clients with the finest service. Members include financial advisors, estate planning attorneys and other professionals and consultants that serve families of wealth and families in business. Members are able to access our innovative and cutting edge techniques through our educational content, weekly interviews with thought leaders, programs, events, trainings and more.
We encourage you to consider becoming a member of the Purposeful Planning Institute. For a limited time you can purchase an annual subscription for only $500 for your first year (the regular rate is $600). Become a member today and use Promo Code SAVE100.
For a complete listing of membership benefits please visit our website.
Not a member yet?
The Purposeful Planning Institute ("PPI") provides members with clear processes and effective practice methods to provide their clients with the finest service. Members include financial advisors, estate planning attorneys and other professionals and consultants that serve families of wealth and families in business. Members are able to access our innovative and cutting edge techniques through our educational content, weekly interviews with thought leaders, programs, events, trainings and more.
We encourage you to consider becoming a member of the Purposeful Planning Institute. Special Offer! For a limited time you can purchase an annual subscription for only $500 for your first year (the regular rate is $600). Become a member today and use Promo Code SAVE100.
For a complete listing of membership benefits please visit our website.