Past Events
January 5, 2021 |
Hot Topic BONUS Webinar
California Proposition 19 presented by Jennifer F. Scharre, Temmerman, Cilley & Kohlmann, LLP |
December 1, 2020 |
2020 Holiday Meeting
Justina Lai, Wetherby Asset Management |
November 12, 2020 |
Let's toast to great conversations! A Virtual Wine Tasting & Networking Event
Tasting by Guglielmo Winery & How to Ensure a Successful Family Business Succession by Peter Johnson of the University of the Pacific Institute for Family Business |
October 27, 2020 |
October 2020 Webinar
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School |
October 19, 2020 |
CARES Act Webinar
Mary Quilici Aumack, CEO of The Catholic Community Foundation of Santa Clara County |
September 22, 2020 |
2020-21 Season Kickoff Webinar
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division |
July 28, 2020 |
Mindful on Wall Street
Douglas Martin, Andrew Scheffer & Darryl H. Ng |
May 18, 2020 |
May 2020 Virtual Program & Annual Meeting
Robert E. Temmerman, Jr. & Jennifer F. Sharre |
April 20, 2020 |
April 20, 2020 Virtual Networking
Discussion Topic TBD - please provide input upon registration |
March 23, 2020 |
March 2020 Virtual Meeting
Richard M. Weber, MBA, CLU, AEP |
February 24, 2020 |
February 2020 Dinner & Past Presidents Meeting
Jim Brown, ASA, CFP® & Expert Panel |
January 13, 2020 |
January 2020 Dinner Meeting
Michael C. Gray, CPA |
November 18, 2019 |
November 2019 Dinner Meeting
Theron Schaub, VP, Strategic Relations at Loring Ward |
October 21, 2019 |
October 2019 Dinner Meeting
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School |
September 23, 2019 |
2019 - 20 Season Kickoff Meeting
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division |
May 23, 2019 | Bocce Ball Social Event |
May 13, 2019 | 2019 Annual Meeting |
April 22, 2019 |
April 2019 Dinner Meeting
Christopher Giordano, AIF |
March 18, 2019 |
March 2019 Dinner Meeting
Richard H. Lambie and Dan Berris JD |
February 25, 2019 |
February 2019 Dinner Meeting
Michael J. Jones, CPA |
January 28, 2019 |
January 2019 Dinner Meeting
James S. Aussem, JD, AEP® |
November 19, 2018 |
November 2018 Dinner Meeting
Jeffrey D. Haskell, J.D., LL.M. |
October 22, 2018 |
October 2018 Dinner Meeting
Cynthia J. Thorp, JD |
September 24, 2018 |
SCCEPC 2018-19 Season Kickoff Meeting
Stephen S. Wu |
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