Keynote Events

Live Keynote Plays

For over a decade various organizations have used Shaking the Tree’s Living Case Studies to enhance their events to make them more memorable and more rewarding:

  • An annual private bank conference: an entertaining and thought-provoking keynote after the opening plenary, that establishes a reference case that other presenters use throughout the conference.
  • A family foundation conference workshop: to provide grant-makers with a thought-provoking case study on consensus and change in a foundation transitioning to the next generation.
  • A client appreciation dinner: where dessert is accompanied by an entertaining case, followed by an audience exploration of the latest trends in family giving.
  • A middle eastern family business retreat: business-owning families members explore the dynamics of succession and governance.

At the end of each live play, the audience is encouraged to question the actors, who reply in character, providing a realistic discussion, and an opportunity to more fully explore thoughts, motivations and interpersonal dynamics.

May 2017: The Big Payday (film presentation)

Baltimore Estate Planning Council Event
Sponsored by THE ASSOCIATED: Jewish Community Federation of Baltimore
Radisson North Baltimore Hotel, Timonium, MD

January 2017: The Big Payday (film presentation)

Sioux Falls Estate Planning Council Event
Minnehaha Country Club, Sioux Falls, SD

October 2016: The Big Payday (film presentation)

Estate Planning Council of Bergen County, Inc. Event
Saddle Brook Marriott, Saddle Brook, NJ

July 2016: The Big Payday (film presentation)

Fusion Collaboration presented by the Purposeful Planning Institute
Omni Interlake Hotel and Resort, Broomfield, Colorado

May 2016: The Big Payday (film presentation)

Estate Planning Council of Central New York Event
Sky Armory, Syracuse, NY

November 2015: The Big Payday

National Conference on Philanthropic Planning
Sponsored by Graystone Consulting, a Morgan Stanley company
Buena Vista Resort, Orlando, FL

October 2015: The Decision (two events)

Client dinner/presentation
Sponsored by Pann/DeYoung Wealth Management―UBS Financial Services Inc., and W.G. Nielsen & Co.
Denver, CO and Colorado Springs, CO

March 2015: The Big Payday (film presentation)

Fusion Collaboration presented by the Purposeful Planning Institute
Hilton Orlando Lake Buena Vista, Lake Buena Vista, FL

October 2014: Stalemate

National Conference on Philanthropic Planning
Anaheim Marriott, Anaheim, CA

September 2014: The Big Payday (multimedia workshop)

For the staff of Mimox, A.G.
Zurich, Switzerland

April 2012: The Outsider

Campden North American Families in Business Conference
Sponsored by Kozusko, Harris, and Duncan
The Ritz Carlton, Miami, FL

September 2011: The Family Name and The Decision (6 events)

Middle Eastern Tour sponsored by The Family Office, BSC(c)
Sunset Beach Resort, Al Khobar, Saudi Arabia
Diwanyat Jeddah, Jeddah, Saudi Arabia
Wossita Farm, Riyadh, Saudi Arabia
J.W. Marriott, Kuwait City, Kuwait
The Ritz Carlton, Dubai, UAE
Sunset Beach Resort, Al Khobar, Saudi Arabia (all women’s event)

June 2011: The Decision (film premier)

Sponsored by the Gotham Triangle
Players Club, New York, NY

January 2011: The Decision

7th Annual TFO Global Asset Allocation Forum
Ritz Carlton Hotel, Manama, Bahrain

2010-2014: The Big Payday (online course)

American College CAP program
Marriott Hotel, Detroit, MI

October 2009: Stalemate (live and filmshoot)

FOX Family Office Forum/NorthernTrust 
Sheraton Hotel, Chicago, IL

May 2009: The Outsider

Collaboration for Family Flourishing
McDonald’s Hamburger University, Oak Brook, IL

June 2008: The Big Payday

Raylign Advisors Client Event
Burning Tree Country Club, Greenwich, CT

May 2008: The Big Payday

Neuberger Berman-Lehman Brothers Client Event
Plaza Hotel, New York, NY

November 2007: The Big Payday 

Citigroup Client Event
Sanford I. Weill Center, Armonk, NY

October 2007: The Big Payday

Glenmede Trust Client Event
Cleveland Museum of Natural History, Cleveland, OH

October 2006: The Big Payday filmshoot

Sponsored by US Trust
A private residence, Chicago, IL

May 2006: A Time To Be Daring

Wealth and Giving Forum
Four Seasons Resort, Scottsdale, AZ

October 2005: The Measure of a Life

Wealth and Giving Forum
The Greenbrier, White Sulphur Springs, WV

May 2005: The Big Payday

Wealth and Giving Forum
The Greenbrier, White Sulphur Springs, WV

April 2005: Stalemate

Institute for Private Investors Spring Forum
The Casino, Chicago, IL

February 2005: The Big Payday

Phillip Swann Associates
The Huntington Library, Pasadena, CA

October 2004: The Gift

Wealth and Giving Forum
The Greenbrier, White Sulphur Springs, WV

June 2004: The Accidental Team

IIR’s Family Office Forum
Chicago, IL

May 2004: Stalemate (two events)

Shaking the Tree Interactive Productions/AMA Family Forum
The Union League Club, Chicago, IL

November 2003: Stalemate (two events)

Shaking the Tree Interactive Productions
The Union League Club, Philadelphia, PA and Top of the Times, New York, NY

June 2003: A Perfect Wedding

IIR’s 10th Annual Family Office Forum
Chicago, IL

March 2003: The Big Payday

Chubb National Broker Forum
Naples, FL

May/June 2002: The Big Payday (two events)

A private family meeting/IIR’s 9th Annual Family Office Forum
The Broadmoor, Colorado Springs, CO and Chicago, IL

May 2001: The Big Payday

Harris Bank Conference
The Ritz-Carlton, New Orleans, LA

February 2001: The Reluctant Cinderella

Council on Foundations Annual Family Foundations Conference
Chicago, IL

November 2000: (Unnamed Vignette)

Shaking the Tree Launch Party
New York, NY

May/June 2000: Grandpa’s Little Secret.com (two events)

Harris Bank training presentation/HB Conference
The Ritz Carlton, Chicago, IL and Naples, FL

May 1999: The Reluctant Cinderella

Harris Bank Conference
The Phoenician, Scottsdale, AZ

June 1998: The Blandesman’s Big Day

IIR Family Office Forum
Chicago, IL

November 1997: The Penland Family

Shaking the Tree with the Breakthrough Group
IRR Wealth Management Conference
The Biltmore, Phoenix, AZ

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