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.
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
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How does technology add complexity to fulfilling the wishes of loved ones?
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Can we utilize technology to make things easier?
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How can we better support our clients?
Succession Planning in Today's World
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Why is it vital for small business owners to think about succession planning?
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What do small business owners need to consider in today's high-tech world?
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What steps can small business owners take today?
Harnessing AI in Your Business
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What is artificial intelligence (AI)?
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How can AI be used in your business?
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What future trends should business owners be aware of?
Up Your Digital Hygiene Game
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Understand why it's critical for small business owners to "level up" their cyber awareness
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Learn 10 digital hygiene practices to improve your business's digital security
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Consider practices to implement with your clients
Kate's popular half-day workshop for small business owners is:
Legacy Organizing in the Digital Age: For Individuals Who are Small Business Owners
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Learn about complexities associated with modern-day estates and businesses
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Through hands-on and interactive activities, explore ways to approach and support clients
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Collaborate with fellow business owners to understand business succession considerations
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Identify list of to-do’s to support your clients and/or to ensure your business successor is set up for success
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
upcoming
👩🏼💻 Organizing Important Life Details in Our Modern World
15 November 2023
👩🏼💻 Using Artificial Intelligence in Your Organizing Business,
National Association of Productivity and Organizing Professionals (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
👩🏼💻 Why it’s Vital to Organize Important Life Details in Our Modern World
Zoom event
6 December 2023
👩🏼💻 Elevating Efficiency: How AI Can Supercharge Your Organizing Business
National Association of Productivity and Organizing Professionals (NAPO) Virtual Chapter
11 December 2023
👩🏼🏫 Organizing Important Personal & Business Details in Today's High-Tech World
National Association of Productivity and Organizing Professionals (NAPO) Austin Chapter
Austin, TX
25 January 2024
👩🏼💼 TBD
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
👩🏼🏫 Organizing Important Personal & Business Details in Today's High-Tech World
National Association of Productivity and Organizing Professionals (NAPO) Washington DC Chapter
20 February 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
👩🏼💻 TBD
American Association of Daily Money Managers (AADMM) Atlanta Chapter
21 March 2024
more to be announced
previous
👩🏼💼 5 Tips to Leave the Legacy You Want
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
Colorado Springs, CO
6 October 2023
👩🏼💻 Why Is It Important to Organize Your Important Life Details?
Zoom event
2 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
👩🏼💻 Why Is It Important to Organize Your Affairs?
Zoom event
3 August 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
👩🏼💻 Why Is It Important to Organize Your Affairs?
Zoom event
30 May 2023
👩🏼💻 Why Organize Your Important Life Details?
Zoom event
5 May 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
👩🏼💻 Why Organize Your Affairs?
Zoom event
11 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
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.