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Speaking Engagements for R. Frederick Caspersen

Date Title
04/22/08 Napa Valley Vintners

NVV will host a member workshop on the topic "Survey Reveals Wineries Unprepared for Business Transitions", Fred Caspersen, Panelist
Copia, Napa, CA

04/12/08 AFHE Annual Conference

Fred Caspersen, panelist, Attorneys for Family Held Enterprises (AFHE) Annual Conference, "Transitions in Family Foundations: Integrating Leadership Succession into Foundation Governance"
Watermark Hotel & Spa, San Antonio, TX

01/31/07 Wine Industry Education Series - Keeping the Business in the Family

Wine Industy Education Series hosted by:
Farella Braun + Martel LLP and Sonoma Valley Vintners & Growers Alliance 

Fred Caspersen (Moderator) and Kate Ohlandt (Panelist), "Keeping the Business in the Family: What's a parent to do?"
The Lodge at Sonoma

01/23/07 Institute for Private Investors - Winter Forum

Fred Caspersen, Panelist, "Worst Case Scenarios: Dealing with Death, Divorce and Disability"

IPI Winter Forum at the St. Regis Hotel in San Francisco, CA

10/26/06 Family Firm Institute 20th Anniversary Conference

Fred Caspersen, panel member, "Values-Based Advising: A Formalized Approach for Professionals and Consultants and Their Clients"

Family Firm Institute 20th Anniversary Conference
The Fairmont San Francisco

10/19/06 USF Gellert Foundation Family Business Center - The Retirement Dilemma

Fred Caspersen, Speaker, "The Retirement Dilemma of the Family Business Owner"

Gellert Foundation Family Business Center
University of San Francisco

05/18/06 Attorneys for Family Held Enterprises (afhe) Annual Conference

Fred Caspersen, Speaker, "Values-Based Advising: A Formalized Approach for Professionals, Consultants and Their Clients"

afhe Annual Conference
Yountville, CA

02/28/06 Carneros Wine Alliance - Business Succession Planning

Fred Caspersen, Speaker, "Business Succession: It Won't Happen Without A Plan"
Ceja Vineyards, Napa, CA

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