Faculty

STEWART R. ALBERTSON, Partner

Albertson & Davidson LLP

Carlsbad, California

LAURIE T.S. ADAMSHICK, Attorney

Rulon & Adamshick, LLC

Honolulu, Hawaii

WILLIAM H. ATHA, II

Family Wealth Director

Morgan Stanley

Honolulu, Hawaii

ROBERT BARTON, Attorney

Holland & Knight LLP

Los Angeles, California

DAVID J. BEETON, Private Risk Advisor

Willis Towers Watson

Los Angeles, California

JOHN F. BERGNER, Attorney

Winstead PC

Dallas, Texas

ALICIA BERRY, Deputy Attorney General

CA Office of the Attorney General

Los Angeles, California

TURNEY P. BERRY, Attorney

Wyatt Tarrant & Combs LLP

Louisville, Kentucky

JONATHAN G. BLATTMACHR, Attorney

Pioneer Wealth Partners, LLC

New York, New York

BENJAMIN J. BOLLENBACHER,

Strategic Partnerships Manager

Chubb

Los Angeles, California

MATTHEW E. BRADY,

Regional Managing Director

Wells Fargo

San Francisco, California

PAUL BREWBAKER, PH.D.

University of Hawaii

Honolulu, Hawaii

HARMON A. BROWN, Attorney

Schiff Hardin LLP

Chicago, Illinois

JOSEPH BUI, Vice President

Fidelity Charitable

Los Angeles, California

STEPHANIE B. CASTEEL, Attorney

Wallace Morrison & Casteel, LLP

Atlanta, Georgia

CEDRIC CHOI, Executive Director

Choi International

Honolulu, Hawaii

CAROLINE D. CIRAOLO, Partner

Kostelanetz & Fink, LLP

Washington, D.C.

PATRICK M. CONLEY,

Former FBI Agent, Franklin Global, Inc.

Los Angeles, California

DAVID J. COWAN, Judge

Los Angeles County Superior Court

Los Angeles, California

ERIC N. CZEPYHA, Head of Private Business Advisory

BNY Mellon Wealth Management

Columbus, Ohio

KEITH A. DAVIDSON, Managing Partner

Albertson & Davidson LLP

Carlsbad, California

CHERYL DENTON
Charitable Strategist

Schwab Charitable

Lone Tree, Colorado

BRAD DILLON, Sr. Vice President

Brown Brothers Harriman & Co.

New York, New York

KEITH S. DOLABSON, CPA

Gursey Schneider LLP

Los Angeles, CA

TOM DONAHUE, CEO

True North Companies LLC

Bend, Oregon

ROBERT N. DURAN, Attorney

Manatt, Phelps & Phillips, LLP

Los Angeles, California

S. STACY EASTLAND, Attorney

Goldman Sachs

Houston, Texas

PAM ELLING, CPA

Moss Adams LLP

Eugene, Oregon

VALERIE ERVIN, President

The Ray Charles Foundation

Los Angeles, California

JON D. FELDHAMMER, Attorney Perkins Coie LLP

San Francisco, California

*ALAN S. FUJIMOTO, Attorney

Goodsill Anderson Quinn & Stifel

Honolulu, Hawaii

EILEEN GALLO, Ph.D

Gallo Consulting

Los Angeles, California

SUSAN GARY, Professor

University of Oregon School of Law

Eugene, Oregon

JOLINE GODFREY, Author

Raising Financially Fit Kids

Ojai, California

ARNOLD H. GOLD, Judge, Retired

Alternative Resolution Centers, LLC

Los Angeles, California

STEVEN B. GORIN, Partner

Thompson Coburn LLP

St. Louis, Missouri

BRIAN GRAY, Partner

Gursey Schneider LLP

Los Angeles, California

RHONDA L. GRISWOLD, Attorney

Cades Schutte

Honolulu, Hawaii

KRISTEN M. GURDIN

Assistant General Counsel

Robert Wood Johnson Foundation

Princeton, New Jersey

GREGORY M. HANSEN, Attorney

Case Lombardi & Pettit

Honolulu, Hawaii

J. DAX HANSEN, Attorney

Perkins Coie LLP

Seattle, Washington

TANIA IBANEZ, Senior Deputy Attorney General

THOMAS J. PAULOSKI, Attorney

Bernstein Global Wealth

Management

Chicago, Illinois

MICHAEL A. PERLMUTTER, Attorney

Perlmutter Law & Valuation, Inc.

Agoura Hills, Califormia

CARY DOUGLAS PUGH, Judge

United States Tax Court

Washington, D.C.

MARK E. RECKTENWALD, Chief Justice

Hawaii Supreme Court

Honolulu, Hawaii

CHARLES “CLARY” A. REDD, Attorney

Stinson Leonard Street LLP

St. Louis, Missouri

JOHN T. ROGERS, JR., Attorney

Rogers Trust Law

Los Angeles, California

ANDREA KUSHNER ROSS, Director

Bernstein

Los Angeles, California

BRUCE ROSS, Attorney

Holland & Knight LLP

Los Angeles, California

SUSAN P. ROUNDS, Director

Deutsche Bank Trust Company Americas

Los Angeles, California

THOMAS A. RULON, Attorney

Rulon & Adamshick LLC

Honolulu, Hawaii

*YORIHIRO SAWADA, Vice President

First Hawaiian Bank

Honolulu, Hawaii

KEITH SCHILLER, Attorney

Schiller Law Group

Alamo, California

ANDREW SCHULZ, General Counsel

Arabella Advisors

Washington, D.C.

MICHAEL S. SCHWARTZ, Attorney

Curtis, Mallet-Prevost, Colt

& Mosle LLP

New York, New York

LEE C. SCHWEMER, Former

Supervisory Attorney,

Internal Revenue Service

Arlington, Texas

JULIE SHAFER, Head of Strategic Philanthropy & Purpose Investments

Bank of the West

New York City, New York

DAVID A. SHEVLIN, Attorney

Simpson Thacher & Bartlett, LLP

New York, New York

LISA D. SNYDER, Legacy Strategist

First Republic

Los Angeles, California

VICTOR SONG, Former Chief of IRS

Criminal Tax Division,

Internal Revenue Service

Washington, DC

DOMINGO P. SUCH, III, Attorney

Perkins Coie LLP

Chicago, Illinois

FABIOLA SUWANTO, Attorney

Perkins Coie LLP

Shanghai, China

*RYUJI SUZUKI, Japanese Tax Accountant and U.S. Enrolled Agent

Yamada & Partners USA, Inc.

Los Angeles, California

AMY TAKAHASHI, CPA, JD, LLM Tax

Legacy Tax Group

Honolulu, Hawaii

DEBORAH J. TEDFORD, Attorney

Law Offices of Deborah J. Tedford

& Associates, P.C.

Mystic, Connecticut

VIVIAN L. THOREEN, Attorney

Holland & Knight LLP

Los Angeles, California

JUAN F. VASQUEZ, Judge

United States Tax Court

Washington, D.C.

SUSAN VON HERRMANN, Attorney

Perkins Coie LLP

San Francisco, California

MARK L. VORSATZ, Managing Director

Andersen Tax

San Francisco, California

SUZANNE BROWN WALSH,

Attorney

Murtha Cullina LLP

Hartford, Connecticut

AMY TAKEUCHI WANLASS, Attorney

Venable LLP

Los Angeles, California

SHANNON WARD, CPA

Gursey Schneider LLP

Encino, California

SEAN R. WEISSBART, Attorney

Morris & McVeigh LLP

New York, New York

MICHAEL WEITZNER, Managing Director

Net Lease Capital Advisors

Nashua, New Hampshire

LAVERNE WOODS, Partner

Davis Wright Tremaine LLP

Seattle, Washington

MICHAEL YI, Managing Director

Newport Valuations

Newport Beach, California

LAURA A. ZWICKER, Attorney

Greenberg Glusker Fields Claman &

Machtinger LLP

Los Angeles, California

* Speakers Presenting in Japanese