BMC Associates provides speakers to families in business,
business partners and the professionals that serve them. Our subjects all focus
on methods of preventing and resolving business conflict. The Speakers program
is led by Dr. David Gage, a principal of BMC and a nationally-recognized expert
on business mediation and collaboration. All BMC speakers
are active practitioners in business mediation and conflict prevention.
For more detailed information on BMC's capabilities or to arrange for a speaker,
contact Dr. Gage by e-mail at dgage@BMCassociates.com,
by phone at 703-465-1262 or
by mail: Dr. David Gage, BMC Associates, 3000 Spout Run Pkwy, Penthouse, Arlington,
VA 22201.
Recent Presentations
Institute
of Management Accountants
"Putting Mediation to
Use within the Corporation"
Rosslyn, VA
November 15, 2006
Ed Kopf discussed the roles of mediation and facilitation
in enhancing corporate performance.
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Virginia
Beach Foundation
13th Annual Estate Planning and Charitable Giving Seminar
"Mediation as a Model for Family Business Transitions"
Virginia Beach, VA
October 4, 2006
Ed Kopf explored how mediation techniques can make
a positive contribution to establishing, operating and planning generational
change in family businesses.
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Toledo
Estate Planning Council
"Holistic Estate Planning and ‘Accidental
Partners’"
Toledo, OH
February 7, 2006
This is another in David Gage's series of presentations
to estate planning councils across the country on collaborative approaches
to estate planning.
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Lancaster
County Estate Planning Council
"Holistic Estate Planning and ‘Accidental
Partners’"
Lancaster, PA
January 26, 2006
David Gage explored ways in which an inclusive, holistic approach
to estate planning can improve the experience and outcome of the process
for both older and younger generations.
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Financial
Planning Association, National Capital Area
“Collaborative Family Estate Planning”
Washington, DC
December 8, 2005
David Gage discussed the implications for financial
planning of an inclusive, holistic approach to estate planning.
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Jewish
Community Foundation
“The Challenges of Sibling Partnerships in the
Philanthropic World”
Los Angeles, CA
December 5, 2005
David Gage explored how siblings become
partners in their family's philanthropic activities and the challenges
they face.
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International
Management Consultants, DC Chapter
“ Being Ben & Jerry: How Successful Business Partners Do
It”
Washington, DC
November 10, 2005
David Gage discussed the role of preparation and planning
in creating successful partnerships.
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Maryland Psychological Association Fall Conference
“ Working with Families Facing Transition: Mediating Family
Estate-Planning Meetings”
Towson, MD
October 28, 2005
David Gage and Edward Kopf conducted a workshop on the role of psychologists
in collaborative estate planning.
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Family
Firm Institute Annual Conference
“Holistic Estate Planning: Involving and Preparing
the Next Generation”
Chicago, IL
October 20, 2005
David Gage joined with two leading experts on issues
of family and wealth, Olivia Boyce-Abel and Thayer Willis, to discuss
the role of the next generation in estate planning.
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Susquehanna
Valley Estate Planning Council
“ Holistic Estate Planning and ‘Accidental Partners,’”
Half-day seminar
Lewisburg, PA
September 21, 2005
This was another in the series of luncheon keynotes that David Gage
is presenting to regional estate planning councils. He explored ways
in which an inclusive, holistic approach to estate planning can improve
the experience and outcome of the process for both older and younger
generations.
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The
Estate Planning Council of the Upper Ohio Valley
“Holistic Estate Planning and ‘Accidental Partners’”
Wheeling, WVA
September 15, 2005
David Gage made this presentation on collaborative approaches
to estate planning.
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CPAmerica
Conference
“ The Benefits Of Discovering Personal Values”
Las Vegas, NV
August 20, 2005
David Gage conducted this workshop on the uses of Personal
Value testing for CPAs in their own partnerships and their practices.
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International
Council for Small Business World Conference
“Entrepreneurial Partners: How To Make It Work
Well Using the Partnership Charter Process”
Washington, D.C.
June 2005
David Gage discussed the Partnership Charter process and led a discussion
of applications of the technique in Third World economies.
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Mercer
County Estate Planning Council
"Holistic Estate Planning for Developing More Successful
Estate Plans"
Princeton, NJ,
May 25, 2005
This was another in the series of luncheon keynotes that
David Gage is presenting to regional estate planning councils. He
explored ways in which an inclusive, holistic approach to estate planning
can improve the experience and outcome of the process for both older
and younger generations.
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The
National Network of Estate Planning Attorneys' 35th Semi-Annual Conference
“Collaborative Family Estate Planning”
Indianapolis, IN
March 13, 2005
David Gage made this presentation on collaborative
approaches to estate planning.
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American
Women in Radio & Television
" Workplace Conflict Management: The Art of Turning Lemons into
Lemonade"
Washington, DC
February 25, 2005
Ed Kopf spoke at the AWRT Leadership Summit on practical ways in
which managers can change conflict into collaboration at all levels
of an organization (including employees, managers, owners and directors.)
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Estate
Planning Councils
"Keynote Addresses on Holistic Estate Planning
and "Accidental Partnerships"
— Northern Virginia
— Central New York
— Eastern Connecticut
— Hampton Roads
October 2004 through January 2005
As part of an on-going series, David Gage presented keynote addresses
to these four estate planning councils. He explored ways in which
an inclusive, holistic approach to estate planning can improve the
experience and outcome of the process for both older and younger generations.
Dr. Gage focused on ways in which "co-inheritors" of businesses
and other assets can prevent conflict by creating a Partnership Charter
as part of the estate planning process.
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American
Bar Association
"Using ADR in Trust and Estate Planning and Dispute Resolution"
Boston, MA
October 22, 2004
The ABA Section of Dispute Resolution's symposium on Family Matters
included a panel on ADR in trusts and estates. David Gage and John
Gromala joined Prof. Ray D. Madoff of Boston College in exploring
the uses of holistic estate planning to prevent family conflict and
mediation, if necessary, to resolve it.
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