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Hire Kate to speak at your next event

At last, a speaker that will grab your audience's attention, head nod, participate and beg you for more.

Kate tailors every talk she gives and every workshop she facilitates to the audience — making each event a one-of-a-kind experience.

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Kate connects with and inspires audiences from national conferences to community-based organizations on a variety of topics relating to business succession, digital organizing, digital trends and legacy planning. 

Kate's popular 1-hour speaking topics are:


Estate Organizing in the Digital Age

  • How does technology add complexity to fulfilling the wishes of loved ones?

  • Can we utilize technology to make things easier?

  • How can we better support our clients?

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Succession Planning in Today's World

  • Why is it vital for small business owners to think about succession planning?

  • What do small business owners need to consider in today's high-tech world?

  • What steps can small business owners take today?

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Harnessing AI in Your Business

  • What is artificial intelligence (AI)?

  • How can AI be used in your business?

  • What future trends should business owners be aware of?

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Up Your Digital Hygiene Game

  • Understand why it's critical for small business owners to "level up" their cyber awareness

  • Learn 10 digital hygiene practices to improve your business's digital security

  • Consider practices to implement with your clients

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Kate's popular half-day workshop for small business owners is:


Legacy Organizing in the Digital Age: For Individuals Who are Small Business Owners

  • Learn about complexities associated with modern-day estates and businesses

  • Through hands-on and interactive activities, explore ways to approach and support clients 

  • Collaborate with fellow business owners to understand business succession considerations

  • Identify list of to-do’s to support your clients and/or to ensure your business successor is set up for success

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Kate customizes every speaking engagement to the audience
after collaborating with the event organizer

NAPO Greater Philadelphia Chapter Workshop Participant

April 2023

“Content, three segments, Kate’s personality and stories, hands-on tasks."

South Denver Chamber Presentation Attendee

May 2023

"Thank you for talking to the group - it was so informative, especially about things our [legal] clients should be thinking about."

NAPO Greater Philadelphia Chapter Workshop Participants

April 2023

“Kate did a great job sharing real-life experiences to demonstrate the importance of keeping our digital affairs in order...Hands-on exercises and getting (things) done!”

South Denver Chamber Presentation Attendee

May 2023

"Thank you for an incredible presentation!"

NAPO Greater Philadelphia Chapter Workshop Participant

April 2023

"Energy and slides (clean and professional) ... and actually going through [steps] and getting things done [real-time].”

South Denver Chamber Presentation Attendee

May 2023

"I really enjoyed your presentation and loved the information. I will be presenting about the banking side of owning a business and [want to collaborate] on a few things you mentioned."



(at least three) more to be announced soon!

Interested in hiring Kate to speak at your event? 

Enter information below about your event and Kate will be in touch within 72 business hours.


Thank you for your interest! Kate will be in touch soon to to set up a time to collaborate further.

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