Windward Advisors a Panelist for Leadership Forum at University of Richmond
“Building Business Value – Lessons from the Trenches”
Windward Co-Presenter in 5th Business Owner Roundtable Education Event
“Unlocking Private Company Value to Achieve Personal and Business Goals”
Windward Speaks to Certified Financial Planners
“Recognizing Opportunities to assist Business Owners in Building, Preserving and Realizing Value in Privately Held Businesses”
Windward Advisors a Panelist for Virginia Society of CPA’s, 21st Annual Professional Development Conference
“Helping Business Owners Build, Preserve and Realize Value in Their Companies”
Windward, a Presenter for Virginia Society of CPA’s, 18th Annual Professional Development Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Windward Advisors Addresses Estate Planning Council – Lynchburg Chapter
“Exit Strategy Planning, Alternatives & Options during Turbulent Times”
Windward speaks at Virginia Society of CPA’s, Tidewater Chapter Annual Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Windward Educates at Roanoke Area Chapter-Virginia Society of CPA’s Conference
“Exit Strategy Planning, Alternatives & Options, and the Sales Process”
Windward Advisors Presents at Financial Planners Association- Central Virginia Chapter Seminar
“Buying and Selling Closely Held Businesses”
Windward Advisors, a Panelist for Virginia Continuing Legal Education (CLE) Annual Conference
“Exiting the Private Company: Board Duties and the Importance of Process”