What People Say

“Susan joined us at the Greater Cincinnati Foundation to discuss the importance of family legacy with professional advisors who work with charitable clients. Not only does she understand the unique qualities of community foundations as valuable partners for generous families, but Susan also has both a heart and a mind for philanthropy, and she uses both to truly engage her audience.”

“Thank you Susan for your fantastic talk at our Marcum Wealth Dimensions meeting. Your insights are spot-on, and the audience just loved it. Everyone was completely engaged.“

“Susan spoke to our network of professional advisors about the importance of the ‘soft’ topics when discussing family wealth. Her message hit home with our group, and it helped facilitate some amazing conversation about charitable giving within families of wealth. Her presentation was precise, thoughtful, and provided some amazing takeaways for our network of advisors. We absolutely loved working with Susan and would recommend her to anyone looking for a knowledgeable speaker!

“Susan spoke at our annual conference, and we invited her back to speak at our regional summer conference. An accomplished speaker, Susan addresses the topics foremost in the minds of family enterprise owners and stakeholders, as well as the attorneys and others who serve them. Her organization and responsiveness from planning through follow-up make her a pleasure to work with.”

“Susan connected immediately with a small but diverse audience and held them rapt for the entire presentation. Her points were well supported, not just with data (over which she showed her mastery), but also with real-world, first-person experiences from her personal and professional background. Also importantly, she was a world-class person with whom to work. Our team loved getting to know her and were genuinely delighted at how friendly and pragmatic she was. She’s permanently on our short list of future speakers!“