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Featured Events

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    YPO Twin Cities

    Nathan presented to YPO Twin Cities members and their families at an event held at Second Harvest Heartland in Golden Valley, MN.

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    Brinker Capital Elite Advisors 2013

    Nathan spoke to a select group of financial advisors, as well as, members of the Family Wealth Alliance at this event featuring Brinker Capital's Family Wealth Partners.

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    Money, Meaning, & Faith: Practical Guidance for Homes and Congregations

    Nathan presented to attendees of the Northwestern MN and Eastern ND Synod's of the ELCA at the Knutson Campus Center in Moorhead, MN.

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    Culture, Money, Generosity

    Nathan shared insights on how congregational leaders can proactively engage, educate and equip their members in the role money plays in their lives, practically and spiritually.

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    Schwab Charitable

    Nathan presented Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Client Engagement
, to advisors at an event sponsored by Schwab Charitable.

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    Purposeful Planning Institute

    Nathan is the guest speaker for the Purposeful Planning Institute's Purposeful Planning Collaboration Thought Leader Teleconference Series.

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    Prairie Family Business Conference

    Nathan was in Sioux Falls, South Dakota, presenting at the Annual Prairie Family Business Conference.

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    Stewardship with Adults Under 40

    Nathan provided the keynote presentation for The Center for Stewardship Leader’s 2013 Stewardship Event: Stewardship with Adults Under 40 July 29-31 at Luther Seminary

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    STO Talks

    In Nathan's presentation, Owning Your Money Narrative, he explored the effects of the constant barrage of advertisements and marketing messages on the Millennial Generation and their money habits. He shed light on the effects of consumer culture on financial health and provided pragmatic ideas for taking control of your money narrative. He also offered a reminder that our spending power can yield positive benefits not only for ourselves, but for the community at large.

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    Sustainable Family Finance

    Nathan spoke at the Personal Finance Symposium V, Sustainable Family Finance, at the University of Missouri.

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    Regional Stewardship Day

    This collaborative effort, hosted and sponsored by the ten (Arch) Dioceses in North Dakota, South Dakota and Minnesota, provided an opportunity for attendees to interact with and learn and discuss best practices used in stewardship parishes and bring back practical ideas to their parish/diocese.

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    Jump Start Your Stewardship

    Nathan provided the keynote at the Jump Start Your Stewardship conference, sponsored by the Minneapolis Area and Saint Paul Area Synods of the ELCA.

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    IFACE

    IFACE, Insurance and Financial Advisers Continuing Education, is an annual gathering of financial advisers from Kansas.

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    Westminster Town Hall Forum

    Nathan moderated the Westminster Town Hall Forum with speaker Anna Lappe.

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    BAM Advisor Services

    Nathan led a training for BAM Advisory Services Wealth Advisors in New Orleans.

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    BKD Wealth Advisors

    Nathan led at 1/2 day training session for BKD Wealth Advisors in Kansas City. The session concentrated on working with multigenerational families.

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    Charles Schwab IMPACT 2012 Conference

    Nathan presented at Charles Schwab IMPACT 2012 conference, an invitation-only industry conference for advisors.

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    FPA Experience 2012

    Nathan’s presentation, Money Sanity Solutions: Working More Effectively with Multigenerational Clients, focused on Nathan’s values-based approach to working with multigenerational clients.

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    Surviving the Game Conference

    Nathan joined; MN Commerce Commissioner Mike Rothman, Senator Jeff Hayden, Representative Bobby Jo Champion, Turning Point founder, Dr. Peter Hayden, and Student Leaders in a panel discussion, “The State of Economic Development for youth and young adults” to kick off the 7th annual Surviving the Game (STG) Conference in Minneapolis.

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    MNCPA Estate & Personal Financial Planning Conference

    In this presentation, Money Sanity Solutions: Growing Your Multigenerational Market, Nathan shared his process for infusing a values-based approach to working with multigenerational clients.

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    BAM Masters Forum

    Nathan was the featured presenter at the BAM Masters Forum in Charleston, SC.

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    The Denver Foundation

    Nathan was in Denver, Colorado presenting at three events hosted by the Denver Community Foundation.

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    Journey to Generosity

    Nathan led the 2012 Diocesan Stewardship Conference in Dallas Texas. He provided proven, practical methods for developing a year-round stewardship strategy.

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    Second Annual Financial Literacy Roundtable

    Nathan was the keynote speaker at the Second Annual Financial Literacy Roundtable convened by Commerce Commissioner Mike Rothman and the Minnesota Interagency Work Group on Financial Literacy. More than 140 stakeholders from state and local government, community organizations, foundations and financial institutions were in attendance.

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    2012 CEEP Conference

    Nathan presented to leader's of Episcopal parishes at The Consortium of Endowed Episcopal Parishes 2012 annual conference in Charlotte, NC.

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    Financial Planning Association of MN

    Nathan offered insights on how he is coaching multigenerational families to help them achieve their short and long-term goals. He also discussed his work with advisors who are expanding their skill-sets to better meet the needs of their clients.

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    Community Foundation of Greater Birmingham

    Nathan was in Birmingham, Alabama presenting at two events hosted by the Community Foundation of Greater Birmingham.

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    Financial Planning Association of Greater Kansas City

    Nathan shared case studies and insights with financial professionals on how he is coaching high net-worth families to help them achieve their short and long-term goals.

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    What Have We Been Teaching Our Children in a Post 9-11 World?

    Many of today’s children have little or no recollection of the enormous tragedy that occurred in lower Manhattan on September 11, 2001. In the immediate aftermath, there was both speculation and discussion about how 9-11 would impact our families, our communities and the world. But did we seize the moment and take the necessary time to fully understand how this horrific event could reorient our values and priorities?

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    Welcome Week Leader’s Training – University of Minnesota

    Nathan gave two presentations to University of Minnesota student leader’s at Welcome Week Leader training.

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    Raising Money Smart Kids - Target Corp. Credit Union

    Nathan offered insights and ideas to Target corporate employees at two events sponsored by Target Credit Union.

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    MNCPA Estate & Personal Financial Planning Conference

    Nathan presented; Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Engagement at the 29th Annual MNCPA Estate & Personal Financial Planning conference.

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    Money Sanity Solutions: Linking Money and Meaning

    Nathan was recently in St. Louis, MO presenting at an event for business leaders in Brauer Hall on the campus of Washington University.

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    Kalamazoo Community Foundation

    Nathan presented at two events, hosted by the Kalamazoo Community Foundation.

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    Money Sanity Solutions Launch Party

    Friends and colleagues celebrated the launch of Nathan’s new book with DVD: Money Sanity Solutions: Linking Money + Meaning at Casa Verde in South Minneapolis.

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    The Second Most Important Conversation To Have with Your Kids

    Nathan with Kevin Salwen, co-author of The Power of Half, Kim Wright of The Seattle Foundation and Chace Hopper at the Council on Foundations 2011 Family Philanthropy Conference in New York City.

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    Developing Your Roadmap for Financial Wellbeing - Best Buy

    Nathan kicked off Best Buy's Financial Well-being Week with this presentation to corporate employees.

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    Generation...Give? Inspiring Future Donors and Doers

    At this event, sponsored by San Diego Grantmakers, Nathan shared stories of families who have successfully built a new generation of donors and doers, and offered advice for families looking to do the same.

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    Family, Money and Habits: Navigating the New Normal

    In this event, sponsored by YWCA Parent Awareness and the Darien Library, Nathan discussed the effects of mass marketing on young people and helped parents and teens discover new ways to talk and think about money.

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    Independent School Association of the Central States

    Nathan spoke to educators at the 2010 ISACS annual conference highlighting the triple bottom line when schools address the topic of financial literacy.

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    Families, Money and Habits: Simple Steps for Success

    Raising a Financially Fit Family - Best Buy Financial Well-being week

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    Carlson School of Management

    Nathan spoke to parents of first year students at the 4th Annual Parent Dinner at the Carlson School of Management at the University of Minnesota.

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    MNFIC Start 2 Go Workshop

    In this event for credit union management and staff, attendees developed a deeper understanding of how to help youth and adults link money decisions to their values and create a compelling business case for multigenerational engagement.