- Quality One, Springfield, Virginia, April 8-9, 2008
- ECGC Board of Directors, Orlando, Florida, February 27-28, 2008
- ACCA Mix Group, Ruidoso, New Mexico, October 2007
- IMC, Dallas, Texas, May 2007
- Southern Methodist University, Graduate School of Business, Dallas, Texas, March 2007
- NAFED Executive Retreat, San Diego, California, November 2006
- Southern Methodist University, Graduate School of Business, Fall 2006
- FFI Annual Conference, San Francisco, California, October 2006
- The Essentials of Family Business, Dallas, Texas, September 2006
- NAEC World Elevator Expo III, Orlando, Florida, September 2006
- Southern Methodist University, Graduate Business School, Dallas, Texas, August 2005
- NAIFA/North Texas, Lewisville, Texas, April 2005
- ECGC Board of Directors, Scottsdale, Arizona, February 2005
- MBA Forum, Southern Methodist University, June 2004
- Frost Bank Family Forum, Dallas, Texas, April 2004
- The Entrepreneurship Institute President’s Forum, Dallas, Texas, April 2004
- Business Marketing Association, Dallas, Texas, April 2004
- Strategic Planning in the Family Business, University of North Texas, Denton, Texas, March 2004
- Strategic Planning in the Family Business, SMU, Dallas, Texas, January 2004
- Strategy in Uncertain Times, Organizational Development Network, Fort Worth, Texas, December 2003
- Market Strategies Driving Today's Business, American Management Association, Dallas, Texas, November 2003
- Public Broadcast System Television, The McCuistion Program (Nationwide), October 2003
- Uncertainty Strategy, University of North Texas, Denton, Texas, September 2003
- Strategic Selling, Best at Selling Network, Dallas, Texas, August 2003
- OEP Group, Dallas, Texas, July 2003
- Management Trends, Institute of Management Consultants, Dallas, Texas, May 2003
- Success North Dallas, Dallas, Texas, April 2003
- First Friday Book Club, Dallas, Texas, February 2003
- ASTD Dallas, Texas, July 2003
- IIR Chicago, Ohio, June 2003
- NISSCO Dallas, Texas, March 2003
- NAEC National Association of Elevator Contractors, Tucson, Arizona, March 2003
- IMC Institute of Management Consultants, Dallas, Texas, November 2002
- FENG Financial Executive Networking Group, Dallas, Texas, October 2002
- Transsynergy Group/Consulting Alliance, Dallas, Texas, October 2002
- Henderson Chamber of Commerce, Henderson, Kentucky, August 2002
- Evansville Chamber of Commerce, Evansville, Indiana, August 2002
- J. F. Welder Family Office, The Woodlands, Texas, January 2002
- Society of Financial Service Providers (SFSP), Fort Worth, Texas, March 2002
- Institute for International Research (IIR), Chicago, Illinois, June 2002
- Southern Methodist University, Caruth Institute, Dallas, Texas 2001
- Professional Services Providers to Family Businesses, Dallas, Texas, 2001
- Association of Oil & Gas Producers, Dallas, Texas, 2001
- John Baugh Center for Family Business, Houston, Texas, 2000
- Investment Management Institute (IMI), Dallas, Texas, 2000
- JP Morgan, Dallas, Texas, 2000
- Millennium 2000, San Antonio, Texas, 2000
- Varsity 2000, San Antonio, Texas, 2000
- Family Wealth Roundtable - IMI, Greenwich, CT, 2000
- Family Wealth Roundtable - IMI, Dallas, Texas 2000
- Southern Methodist University, Graduate Business School, Dallas, Texas, 2000
- Foxworth Galbraith, Dallas, Texas, 2000
- Thompson Coe Cousins & Iron, 50th Anniversary Celebration, Dallas, Texas, 2000
- Wealth Management - Family Office, Dallas, Texas, 2000
- John Baugh Center for Family Business, Houston, Texas, 1999
- Baylor University, Waco, Texas 1999
- McMurray University, Abilene, Texas, 1999
- National Association of Industrial & Office Properties Dallas, Texas, 1999
- Center for Business Solutions, Chambers University, Fort Worth, Texas, 1999
- Southern Methodist University, Graduate Business School, Dallas, Texas, 1999
- Psychosocial Dynamics of Family Business, Paradise, Texas, 1999
- Institute for Private Investors (IPI), New York, New York, 1999
- Hogan Center, Dallas, Texas, 1999
- Family Business Network (FBN), The Hague, Netherlands, 1998
- John Baugh Center for Family Business, Houston, Texas, 1998
- Southern Methodist University, Dallas, Texas 1998
- McMurray University, Abilene, Texas, 1998
- Henderson Chamber of Commerce, Henderson, Kentucky, 1998
- The Nautilus Group - Generations, Irving, Texas, 1998
- Fort Worth Chamber of Commerce, Fort Worth, Texas, 1998
- Psychosocial Dynamics of Family Business, Paradise, Texas, 1998
- Baylor University, Waco, Texas, 1997
- Northwood University, Dallas, Texas, 1997
- Renseleer Polytechnic Institute, Dallas, Texas, 1997
- Evansville Chamber of Commerce, Evansville, Indiana, 1997
- Investment Management Institute (IMI), Long Island, NY, 1997
- International Family Business Program Associates (IFBPA) North Hampton, MA, 1997
- Farmers Bank & Trust, Evansville, Indiana, 1997
- The CEO Institute, Dallas, Texas, 1997
- Investment Management Consultants Association, Tucson, Arizona, 1997
- Adirondack Trust Company, Saratoga Springs, New York, 1996
- BDO Seidman, Dallas, Texas, 1996
- Baylor University, Waco, Texas, 1996
- Southern Methodist University, Dallas, Texas 1996
- Evansville Rotary Club, Evansville, Indiana, 1996
- Henderson Chamber of Commerce, Henderson, Kentucky, 1996
- Sons of Bosses (SOB), Dallas, Texas, 1996
- International Family Business Network, Glasgow, Scotland, 1996
- Northern Trust Company, Dallas, Texas, 1996
- Investment Management Consultants Association, Atlanta, Georgia, 1996
- Belmont University, Nashville, Tennessee, 1995
- Kennesaw College, St. Simons, Georgia, 1995
- Institute for Private Investors (IPI), New York, New York
- Association of Professional Photographers, Phoenix, Arizona
- Family Firm Institute, Worldwide Conferences, Annually
- Numerous Presentations to Private Client Groups