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.

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Member Rate: $795
Non-Member Rate: $995

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Keynote Speakers

Resilience in action, tools for real life.

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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

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  

Valerie Galinskaya

Managing Director, Merrill Center for Family Wealth

Dawn M. Gross

Co-Founder/CEO Dyalogues, Inc.

Stephen Golbart

Co-Owner & Co-Founder, Money, Meaning & Choice Institute

Lindsay Hardie

Sierra Legacy Consulting, LLC

Kristen Heaney

Legacy Consultant, Legacy Capitals

Marlis Jansen

Co-Founder, Graddha LLC

Kjartan Jansen, MA, CFA

Co-Founder & CFO, Graddha

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

Karen McNeil, PhD

Director, SVP, Sr. Family Historian at Ascent Private Capital Management of US Bank

Elizabeth T. Meck

Vice President, The Northern Trust Company

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

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

Purposeful Pathways

Post-Covid Purposeful Planning

Barbara A. Culver, CFP, ChFC, CLU, AEP

Do The Thing You Can Do

Jim Coutre, VP of Insights and Connections at Fidelity Family Office Services

What Does It Take to Create a Life Worth Living

Amanda Koplin, LPC, CEO of Koplin Consulting

25+ Years of Partnership and Collaboration

Stephen Goldbart, PhD, Co-Founders of the Money, Meaning & Choice Institute

(Co-Presenter)

25+ Years of Partnership and Collaboration

Joan DiFuria, MFT, Co-Founders of the Money, Meaning & Choice Institute

(Co-Presenter)

FRED Talks (Frank, Relevant, Educational, Dynamic)

How to Foster Post Traumatic Growth

Ian McDermott

Using Visual Models to Think, See, and Engage Systems — and Thrive

Thomasina Williams, JD (Co-Presenter)

Using Visual Models to Think, See, and Engage Systems — and Thrive

Kathy Wiseman, MBA (Co-Presenter)

Families, Habits and Money: A Roadmap to Financial Wellbeing

Nathan Dungan

Grit is in the Soil: Understanding Psychological Fortitude through a “Living Systems” Perspective

Ross Ellenhorn, LICSW, PhD

How Philanthropy Can Impact Climate Change

Bruce DeBoskey, JD

Closing The Performance Gap; Building Resilience

Courtney Pullen, MA

Leadership is Scalable

Brad Fisher

It’s All About the Pivot: Finding Unrealized Opportunities for Families and Caregivers as a Result of COVID

Joanna Gordon Martin (Co-Presenter)

It’s All About the Pivot: Finding Unrealized Opportunities for Families and Caregivers as a Result of COVID

Arden O’Connor (Co-Presenter)

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 of Planning Strategy & Research, Partner, Aspiriant

"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

Agenda Overview

All times are listed in Mountain Time.

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 our Sponsorship Opportunities brochure or contact us for more information.

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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.

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