| Dec 2008 | World Bank Resource Forum Washington DC |
| Nov 2008 | Pharmaceutical Portfolio Management Summit Philadelphia, PA |
| Oct 2008 | BPM Summit sponsored by Business Finance Magazine Stamford, CT |
| Oct 2008 | Bio/Life Sciences client senior management meeting (private company) Midwest USA |
Sept 2008 | Financial services client senior management meeting (public company) New York, NY |
| June 2008 | American Strategic Management Institute (ASMI) Budgeting & Forecasting Masters 2008 Chicago, IL |
| April 2008 | Association for Finance Professionals of NJ Morristown, NJ website: http://www.afpnj.org/annual_conf/default.asp |
| April 2008 | Beyond Budgeting Conference Dallas, TX website: http://www.bbrtna.org/annual-conference.html |
March 2008 | Company Conference - Consumer Packaged Goods global training to finance staff done via web/video |
| March 2008 | UK Public Sector Portfolio Management Forum London, UK |
| March 2008 | Portfolio Management Congress - Netherlands Netherlands |
| February 2008 | The Corporate Portfolio Management Conference Clearwater, FL website: http://www.iirusa.com/cpm/overview.xml |
| February 2008 | Palladium Dynamic Budgeting & Planning Conference Miami, FL website: http://www.thepalladiumgroup.com/events/ec/2008DPBC |
| November 2007 | BPM Summit Greenwich, CT website: http://www.bpmmag.net/summit |
| October 2007 | CFO Magazine's CFO Technology Summit Chicago, IL website: http://www2.cfoconferences.com/tech2007/speakers.shtml |
| October 2007 | Association for Finance Professionals Annual Conference Boston, MA |
| October 2007 | Company Management Conference Pharmaceutical industry company name confidential |
| September 2007 | University of Michigan 3rd Annual Corporate Finance Forum hosted by the Ross School of Business Ann Arbor, MI website: http://sitemaker.umich.edu/ross.finance.club/corpfinforum2007details |
| September 2007 | Wharton Club of NY: Author Speaker Series |
| August 2007 | Company Management Conference Healthcare industry company name confidential |
| August 2007 | 11th Annual Actuate User Conference |
| June 2007 | CFO Executive Board: Finance Leadership Academy |
| May 2007 | Beyond Budgeting Conference Orlando, FL |
| March 2007 | Decision Analysis Affinity Group (DAAG) hosted by Stanford Center for Professional Development & Hewlett Packard Palo Alto, CA |
| March 2007 | Stanford Certificate Progra - Strategic Decisions and Risk Management (guest lecturer) |