Put the strategic viewon your stage.
Keynotes, workshops, and study-group sessions for financial professional societies, firms, and high-end audiences nationwide. Substance first. The kind of session your sharpest attendees talk about after.
Six conversations.
Every one tailored to the room.
From the tax side of a business sale to the reasons we give, Mike speaks on the moments this practice is built around — told the way he’s known for, with stories people remember.
What high-performing families and firms do differently when tax law, technology, and markets rewrite the rules mid-game — and why the prepared call it opportunity.
What elite clients wish their financial professionals would bring up first. How firms move from compliance provider to indispensable strategic partner — without adding a single billable service line.
Legacy planning is a discipline, not a privilege — a working session on the decisions that outlive the decision-makers, and the tax and societal impact of charitable planning.
A business sale, a farm transition, a liquidity event: the structure and timing that shape the outcome are decided long before closing. What owners and their advisors should be asking while every option is still on the table.
How tax-deferred accounts, required distributions, and estate rules interact — and what “defer it” can really mean for retirement income and for the heirs who inherit what’s left.
Why giving back belongs in every plan — the personal side of generosity and the strategic one. Drawn from decades of service, from hospice Sundays to clean-water wells, and the tax and societal impact of charitable planning done well.
Omaha out.
Nationwide.
private engagements.
Financial professional firms & societies · study groups · family offices · industry associations · private client events. Mike has presented to attorneys, accountants, and financial advisors in Austin, Atlanta, Orlando, Tucson, Indianapolis, New Orleans, Toledo, San Diego, Kansas City, and beyond — the routes above are just the highlights.
Keynote (45–60 min) · half-day workshop · firm retreats · moderated executive sessions.
Based in Omaha; travels nationwide, all year round. Every booking includes a pre-event call so the content lands for your room.
Bring the strategic view
to your room.
Every audience has its own questions. Let’s make the conversation worth having.
From financial professional study groups to industry conferences and executive workshops, Mike works with you to shape a session around the challenges, decisions, and opportunities that matter to your audience.
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