2019 Rendezvous & Fusion

Tuesday, July 23rd - Thursday, July 25th Downtown Denver 

Where Creativity and Expertise Meet

Rendezvous is the premier and most professionally diverse gathering of its kind. The 2019 Rendezvous & Fusion will bring together more than 200 professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth.  

Our Fusion track is for attendees who want to maintain a leading edge in technical topics and obtain CLE/CPE credit with nationally renowned faculty, while maintaining full access to Rendezvous.  

Topics Include:

  • Family Dynamics & Culture  
  • Family Governance & Leadership  
  • Philanthropy, Stewardship & Legacy  
  • Professional Collaboration 
  • Personal Development & Growth  
  • Cutting Edge Legal & Tax Topics
  • Trustscape & Financial Planning
Download Event Brochure


  • Select from a variety of session options to create a unique learning experience that meets your current needs. 
  • Topics that appeal to those just entering the Purposeful Planning space, and the most seasoned and experienced professionals. 
  • 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 planning issues.  
  • Fusion sessions designed to provide new concepts, tools, and strategies which you’ll be able to monetize and implement immediately.  
  • Experience professional collaboration in action and understand why it is a key to your future success.  
  • Make enduring connections and deepen existing relationships during extended networking breaks 
  • Fusion sessions will qualify for continuing professional education for attorneys, CFPs, and other professionals.  

Opening Keynote

Tom Kelley, General Manager of IDEO and Author of the bestseller Creative Confidence

Tom Kelley is one of the world’s most respected experts on managing innovation and design – he practices innovation every day. His ability to foster a culture of creativity in the companies he works with has made him one of the most beloved figures in innovation.  

Tom is General Manager at IDEO, an award-winning global design firm that takes a human-centered, design-based approach to helping organizations in the public and private sectors innovate and grow.  

Tom has been named the first-ever Executive Fellow by the dean of the Haas Business School at the University of California Berkeley. He is the author of three outstanding books on innovation and creativity: Creative Confidence, The Art of Innovation and The Ten Faces of Innovation. We are very pleased to have him joining us as a keynote speaker at the 2019 Rendezvous & Fusion.  

Additional Main Stage Speakers Include...

Stacy Allred

Managing Director, Merrill Center for Family Wealth™  

Timothy J. Belber

PPI Dean of Fusion, Principal, The Alchemia Group LLC

Katherin Dean  

Head of Family Dynamics, Wells Fargo Private Bank

Mary Duke  

Family Advisor

Ginni Galicinao

Vice President, Family Dynamics Consultant, Wells Fargo Private Bank

James Grubman

PPI Fellow, Owner, Family Wealth Consulting

Kristen Heaney

Legacy Coach & Consultant, Legacy Capitals, LLC

Brook P. Kramer

Senior Vice President, Senior Regional Fiduciary Manager, Wells Fargo Private Bank

Ian McDermott

PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

Arielle Nobile

Founder, Legacy Connections Films

John "John A" Warnick

Senior Managing Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel

Workshop Facilitators…

Phoenix Adams

Executive Director of Executive Programming, Caron Treatment Centers

Nancy Belza

Co-Founder and CFO, Dyalogues, Inc.

Emily Bouchard

Strategic Wealth Coach, Ascent Private Capital Management

Romar Carl

Director of Wealth Planning, Ascent Private Capital Management of U.S. Bank

Ella Chase Hyland

Co-Founder, Wellth-Works

James Coutre

VP Insights & Connectins, Fidelity Family Office Services

Phil Cubeta 

Wallace Chair in Philanthropy, The American College

Joan DiFuria

Co-Director, MMCI, Money, Meaning, & Choices Institute

Nathan Dungan

CEO, Share Save Spend, LLC

Valerie Galinskaya

Managing Director, Merrill Center for Family Wealth™

Jenna Gatto

Vice President, Merrill Center for Family Wealth™

Stephen Goldbart

Co-Director, MMCI, Money, Meaning, & Choices Institute

Hartley Goldstone

Owner, Trustscape LLC

Dawn Gross

Host of "Dying to Talk" radio, Hospice & Palliative Medicine Physician

Liza Hanks

Partner, GCA Law Partners

Louis S. Harrison

Partner, Harrison & Held, LLP

Paul Hood

Consultant, Paul Hood Services

Dennis T. Jaffe

PPI Fellow, Professor of Organizational Systems and Psychology at Saybrook University

Marlis Jansen

Founder & CEO, The Money Conversation

Amanda Koplin

Founder & CEO, Koplin Consulting

Michelle Langdon

Co-Founder, Wellth-Works

Steve Legler

Family Legacy Advisor, TSI Heritage

Isabelle Lescent-Giles

Professor, Global Strategy and Family Business, Hult International Business School

Tony Macklin

Principal, Tony Macklin Consulting

Scott Mathewson

Founder, Elevare

Karen McNeil

Director of Family History, Ascent Private Capital Management of U.S. Bank

Michele Mikeska

Doctoral Student, The Wright Institute

Joshua Nacht

Consultant, The Family Business Consulting Group

Richard Orlando

Founder, Legacy Capitals

Josh Patrick

Principle, Stage 2 Planning Partners

Enette Pauze

CEO, Level 8 Leadership Institute

Leslie Pine

Managing Partner, The Philanthropic Initiative

Beth Renner

Managing Director, Wells Fargo

Denise M. Riley

Senior Vice President and Senior Fiduciary Officer, Northern Trust

Emily Rustemeyer

Family Education and Governance, Northern Trust

Claudia Sangster

Director of Family Education & Governance, Northern Trust

Jeff Savlov

Founder, Blum & Savlov, LLP

Sara Southwood

Director of Client Engagement, 21/64

Joanne Stern

Principal, Family Wealth Preservation Consulting

Amy Szostak

Chief Fiduciary Officer, Northern Trust

Thomas Thiegs

Strategic Wealth Coach, Ascent Private Capital Management of U.S. Bank

Jamie Traeger-Muney

Founder, Wealth Legacy Group

Jamie Weiner

Wealth Whisperer, Inheriting Wisdom

Amanda Weitman

Wealth Advisor, Wells Fargo

Mathew Wesley

Director, Merrill Center for Family Wealth™

Thomasina Williams

Principal Consultant, Sankofa Legacy Advisors

David York

Managing Partner, York Howell & Guymon

Jennie Zioncheck

Director of Development, The Pittsburgh Foundation

2019 Agenda at a Glance

Monday, July 22nd 

  • 6:00 PM - 8:00 PM | Registration & Reception

Tuesday, July 23rd

  • 6:30 AM - 8:00 AM | Registration
  • 7:00 AM - 7:50 AM | Breakfast
  • 8:00 AM - 9:00 AM | Opening Remarks
  • 9:00 AM - 10:15 AM | Opening Keynote
  • 11:00 AM - 12:15 PM | Breakouts
  • 12:15 PM - 1:30 PM | Lunch & Optional Roundtable Discussions 
  • 1:30 PM - 3:00 PM | Breakouts
  • 3:45 PM - 5:00 PM | Plenary Session
  • 6:30 PM - 8:00 PM | Small Group Dinners (Optional)

Wednesday, July 24th

  • 6:30 AM - 8:00 AM | Registration
  • 7:00 AM - 7:50 AM | Breakfast & Optional Roundtable Discussions
  • 8:00 AM - 9:30 AM | Keynote
  • 9:30 AM - 10:15 AM | Plenary Session
  • 11:00 AM - 12:15 PM | Breakouts
  • 12:15 PM - 1:30 PM | Lunch & Optional Roundtable Discussions 
  • 1:30 PM - 2:45 PM | Breakouts
  • 3:30 PM - 5:00 PM | Plenary Session
  • 6:30 PM - 8:00 PM | Gala Dinner

Thursday, July 25th 

  • 7:00 AM - 7:50 AM | Breakfast & Optional Roundtable Discussions
  • 8:00 AM - 9:00 AM | Keynote
  • 9:15 AM - 10:30 AM | Breakouts
  • 11:00 AM - 12:00 PM | Keynote
  • 12:00 PM - 1:00 PM | Lunch & Optional Roundtable Discussions
  • 1:30 PM - 4:30 PM | Organized Group Activities (Optional)


Early Bird

PPI Member: $975 Non-Member: $1,475 

Expires March 22nd

Preferred Pricing

PPI Member: $1,125 Non-Member: $1,625 

Expires May 31st

Standard Rates

PPI Member: $1,325 Non-Member: $1,825 

Registration Closed!


“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.” 

– Matthew Wesley, JD, MDiv., The Wesley Group 

“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.”  

— Cathy Carroll, MBA, ACC, Legacy Onward

“Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.” 

– Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC

"As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.” 

 — Michael G. Stuart, Esq., Member/Manager & Founder at The Stuart Legacy Alliance, LLC

"A unique gathering. Bringing together people and topics from different disciplines is only the first step. This conference takes on the ambitious goal of joining their perspectives to create a combined experience. It works."  

– Don Kozusko, Esq., ACTEC Fellow, Partner, Kozusko Harris Duncan, Private Client/Wealth Management Counsel Best Overall Law Firm PAM Award

“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.”  

– Timothy J. Belber JD, AEP, Principal, The Alchemia Group


Embassy Suites by Hilton Downtown Denver

This recently renovated hotel is within walking distance of some of the best attractions in the downtown area, a quick ride from Union Station, and a short drive to some of the best outdoor adventures & hiking in the Rocky Mountain region. Use the link below to reserve a room at our group rate.

Event 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.  

2019 Platinum Sponsor

Gold+Plus Sponsors

Silver Sponsors