Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming virtual and regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.

Virtual Collaboratories

Women in Leadership

The mission of the Women in Leadership Collaboratory (WILC) is to create an empowering and supportive group within PPI that explores and assists each member’s continued development as an inspiring and successful leader.  Over time WILC will look for ways that we can use our work together to support and enhance the broader PPI community.

Purposeful Book Club

Our mission statement is to read books that will maximize our service to clients and our own lives.

Best Practices in Collaboration

To survive and thrive in an increasingly rapid era of social and technological change will require innovation, collaboration and value creation at an unprecedented speed, scale and impact. Join our group to engage in substantive dialogue around some of the most important challenges and opportunities we all face. Exploring real life case studies and a collaborative framework that is just as applicable to families of wealth and family businesses as it is to multidisciplinary professional advisor teams, we’ll listen to and learn from one another about how to tap into and harvest the collective wisdom of any relationship system

Regional Collaboratories

Northern California
Emily Bouchard, Wealth, Money, and Family Coach
Phone: 510-406-7178
Click to Email

Seattle Area
Matthew Wesley, JD, MDiv
Phone: 425-647-6066
Click to Email

Austin Area
David Claflin
Phone: (512) 579-4060
Click to Email

Dallas Area
Blake Paul
Phone: (214) 981-0548
Click to Email

Denver Area
Brandon Rains, JD
Phone: 720-528-4227
Click to Email

Vancouver (CollaboRare Advisory Alliance)
Bernie Geiss TEP, FEA, CLU, CFP, CHS
Phone: 604.924.9152 Ext. 225
Phone: 1.888.783.5402
Click to Email

Los Angeles
Curtis Kaiser JD, MBA
Phone: 562-343-2843
Click to Email

Interested in joining a Collaboratory or forming one in your area? Contact us to learn more!