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 2012: Public Premiere of The Outsider

The Americas Familys in Business Conference

January 2011: The Decision

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

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, The Four Seasons, 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

Shaking the Tree Interactive Productions and AMA Family Forum (2 events), The Union League Club, Chicago, IL

November 2003: Stalemate

Shaking the Tree Interactive Productions (2 events), The Union League Club, Philadelphia, PA 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

June 2002: The Big Payday

A private family meeting/IIR’s 9th Annual Family Office Forum (2 events), 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

Harris Bank training presentation/HB Conference, Chicago, IL – The Ritz-Carlton, 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, Wealth Management Conference, The Biltmore, Phoenix, AZ

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