SVA SPEAKER SOURCE

Experts in Accounting, Technology and Financial Speaking

WE HAVE A SPEAKER FOR YOU!

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

Tammy Koester Parks - JD / President

Tammy Koester Parks

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

The following is a partial list of the topics Tammy covers:

  • Estate Planning From an Ethical Perspective
  • Understanding the Role of Trustee and Personal Representative
  • Guardianship 101
  • An Overview of SRI Investing and Micro Credit
  • Estate Planning From a Trustee Perspective
  • Estate Planning Basics
  • Revocable Living Trust From Start To Finish
  • Planning For Diminished Financial Capacity

Tammy has spoken to audiences at:

  • University of Wisconsin-Madison School of Law
  • University of Wisconsin-Whitewater Business School
  • University of Wisconsin-Plato Group
  • Working Capital for Community Needs (WCCN)
  • National Business Institute (NBI) 
  • SVA Savvy Women Investment Series
  • Madison Estate Council
  • SVA Plumb Financial educational seminars

Kathryn Norton - JD / Senior Trust Officer

Kathryn Norton

Kathryn is the President of SVA Plumb Trust Company, LLC. She specializes in the administration of high net worth trust relationships, oversees the settlement of complex estates, and assists clients with estate planning concerns. With more than thirty-five years experience as a trust officer and estate planner, Kathryn has extensive knowledge in helping clients find order in their financial lives and solutions to their estate challenges. Kathryn works with clients to identify their estate planning objectives and set priorities about their wealth and the transfer of that wealth to the next generation.

The following is a partial list of the topics Kathryn covers:

  • Understanding Basic Estate Planning
  • Trust 101 - Revocable and Irrevocable Trusts
  • Estate Settlement - The Pitfalls
  • Estate Planning - The Power of Trusts
  • Estate Planning Techniques For Retirement Benefit Overload

Kathryn has spoken to audiences at:

  • Madison College
  • Legal Association for Women
  • State Bar of Wisconsin
  • Wisconsin Trustees Association
  • Madison Estate Council 
  • SVA Savvy Women Investment Series
  • UW Graduate School of Business
  • SVA Plumb Financial Annual Investment Forum
  • SVA Executive Briefing Webinar Series 
  • Financial institution clients