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SPEAKING

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:

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Legacy Organizing
in the Digital Age

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

  • How can technology be used safely and in ways that makes  things easier for loved ones?

  • How can we 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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Up Your Digital Hygiene Game

  • Why is it critical for small business owners to be cyber aware?

  • Discover digital hygiene practices to improve your business's digital security

  • Consider practices to share with your clients

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Kate's popular workshop for small business owners is:

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Business Succession & Legacy Organizing: Excelling in the Digital Age

  • 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

Tri-Lakes Chamber of Commerce Quarterly Luncheon June 2023

“Kate gave me so much to think about; she asked so many great questions — all of which small business owners should think about, myself included!"

National Association of Personal Financial Advisers Attendee

October 2023

"Amazing session. Very valuable. Provided new insights and tools to advice our clients...Incredibly valuable. Thank you!"

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!”

Biz+Life Con Attendee

October 2023

"Thank you Kate for lighting a fire! I hadn’t considered that I needed to create a “next of kin box” for my personal as well as my professional life. Protecting my business from employee turnover, the unexpected departure of critical leaders or even me as the founder was something I have not addressed. So many vitally important to-do’s added to my list."

South Metro Denver Chamber Women in Business Conference Chairperson

September 2023

"We are grateful to Kate and the difference she made in women's lives at our [Women in Business] conference. She opened our eyes to the need for business succession and personal estate planning in our high-tech world.”

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."

KATE'S APPEARANCES

👩🏼‍💼 in-person presentation

👩🏼‍🏫 in-person workshop

👩🏼‍💻 virtual presentation

2024

👩🏼‍💼 Your Legacy: Living In The Digital Age

Proactive Living 

Colorado Springs, CO

18 January 2024

 

👩🏼‍🏫 Organizing Personal & Business Details in Today's High-Tech World

National Association of Productivity and Organizing Professionals (NAPO) Austin Chapter

Austin, TX

25 January 2024

👩🏼‍💼 Navigating Your Digital Legacy: Preparing for the Inevitable in our High-Tech World

TriLakes Chamber of Commerce 

Monument, CO

1 February 2024

 

👩🏼‍💻 Upping Your Digital Hygiene Game For You and Your Clients

National Association of Productivity and Organizing Professionals (NAPO) Georgia Chapter

13 February 2024

👩🏼‍💻 Beyond Bins and Labels: Transforming Your Organizing Business With AI

National Association of Productivity and Organizing Professionals (NAPO) San Francisco Bay Area Chapter

14 February 2024

👩🏼‍🏫 Organizing Important Personal & Business Details in Today's High-Tech World

National Association of Productivity and Organizing Professionals (NAPO) Washington DC Chapter

Arlington, VA

20 February 2024

👩🏼‍🏫 What Will Your Your Digital Legacy Be?

Wine Women & Wealth

Monument, CO

5 March 2024

👩🏼‍💻 Living in The Modern Age: What Will Your Digital Legacy Be?

NAPO Working With Seniors Special Interest Group

7 March 2024

👩🏼‍💻 Living & Dying in The Modern Age

Senior Advocate Collaborative

Colorado Springs, CO

12 March 2024

👩🏼‍💻 Efficiency Unleashed: AI Strategies for Professional Organizers

NAPO Business & Productivity Special Interest Group

14 March 2024

👩🏼‍💻 Why It’s Critical to Organize Estate & Legacy Information in Our Modern Age

National Association of Productivity and Organizing Professionals (NAPO) Michigan Chapter

21 March 2024

👩🏼‍💻 Wrangling Your Digital Life

American Association of Daily Money Managers (AADMM)
Atlanta Chapter

21 March 2024

👩🏼‍💻 Organizing Important Business & Client Details
in Today’s High-Tech World

American Association of Daily Money Managers (AADMM)
Virtual Region

26 March 2024

👩🏼‍🏫 Navigating Business Succession and Legacy Organizing:
Excelling in Today's High-Tech Landscape

National Association of Productivity and Organizing Professionals (NAPO) Annual Summit

Long Beach, CA

5 April 2024

👩🏼‍💼 Your Business Legacy: Being Prepared In The Digital Age

Women in Networking

Woodland Park, CO

16 May 2024

👩🏼‍💻 Your Digital Legacy: Preparing for the Inevitable in our High-Tech World 

private event for Oliver Financial Planning

22 May 2024

👩🏼‍💻 Secrets to Smart Legacy Planning

in collaboration with Guiga Law

13 June 2024

👩🏼‍💼 Successful & Effective Business Succession in the Digital Age

America's Small Business Development Center (SBDC) Annual Conference

Atlanta, GA

September 2024

👩🏼‍💼 TBD

to be announced

Monument, CO

10 October 2024

more to be announced

2023

👩🏼‍💻  Elevating Efficiency: How AI Can Supercharge Your Organizing Business

NAPO Virtual Chapter

11 December 2023

👩🏼‍💻 Organizing Important Life Details in Our Modern World

Mason Law & Planning

15 November 2023

👩🏼‍💻 Using Artificial Intelligence in Your Organizing Business,

NAPO Oregon Chapter

15 November 2023

👩🏼‍💻Tips for Financial Advisors to Help Their Clients Leave the Legacy They Want

Lincoln Financial Group (private event)

16 November 2023

👩🏼‍💼 5 Tips to Leave the Legacy You Want

Biz+LifeCon

Denver, CO

21 October 2023

👩🏼‍💼  Modern-Day Estate Organizing: Why Technology is a Complexity Multiplier

National Association of Personal Financial Advisors (NAPFA)
Fall 2023 National Conference

Louisville, KY

19 October 2023

👩🏼‍🏫 Wrangling Digital Clutter on Your Phone

The Simple Sort

Colorado Springs, CO

6 October 2023

👩🏼‍🏫 Organizing Your Important Life & Business Details in Today’s High-Tech World

National Association of Productivity and Organizing Professionals (NAPO) Colorado Chapter

Denver, CO

22 September 2023
 

👩🏼‍💼 Organizing Our Lives & Businesses in Our High-Tech World

South Metro Denver Chamber Women in Business Conference: Take Action 2023

Denver, CO

12 September 2023

👩🏼‍💻 Digital Defense & Offense: Protecting Yourself Online

Subject Matter Expert Guest for Simplify You (private event)

6 July 2023

👩🏼‍💻 Harnessing the Power of ChatGPT in Your Organizing Business

National Association of Productivity and Organizing Professionals (NAPO) Technology Special Interest Group

19 June 2023

👩🏼‍💼 Organizing Our Businesses in Our Modern World

South Metro Denver Chamber of Commerce Best Leads Group

Denver, CO

2 June 2023

👩🏼‍💼 Organizing Our Affairs in Our Modern World

South Metro Denver Chamber of Commerce Women in Business

Denver, CO

4 May 2023

👩🏼‍🏫 Organizing Our Affairs in Our Modern World: How Technology, Laws & Privacy Policies Make Things More Difficult For Our Loved Ones

NAPO Greater Philadelphia Chapter

Philadelphia, PA

26 April 2023

👩🏼‍💼 What Will Your Business Legacy Be?

TriLakes Chamber of Commerce Quarterly Luncheon

Monument, CO

17 March 2023

👩🏼‍💼 Organizing Our Affairs In Our Modern World

Rockin' Women

Highlands Ranch, CO

23 February 2023

WHAT ATTENDEES SAY

to discover more feedback from the events below simply click on the image

half-day workshops

digital legacy

digital hygiene

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national stages

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check out Kate's public profile on TalkADot for a complete summary of participant feedback from her speaking events dating back to November 2023

PAST APPEARANCES

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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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