SVA SPEAKER SOURCE - EVENTS, SEMINARS, & TRADE SHOWS

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

SVA SPEAKERS Speaker Source

Kathryn Norton - JD / Sr. Vice President and Principal - SVA Trust Company

Kathryn Norton

Kathryn is the Senior Vice President and Principal of SVA Trust Company. 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:

  • Estate Planning To Protect Your Family and Your Assets
    • Everyone needs a plan
    • What you should know about wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you
  • Estate Planning : The Power of Trusts
    • How a trust protects your family
    • Roles of a trustee and personal representative
    • Plan for the future early to protect your assets

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 Financial Group Annual Investment Forum
  • SVA Executive Briefing Webinar Series 
  • Financial institution clients

Tammy Parks - JD / President - SVA Trust Company

Tammy Parks

Tammy is the President of SVA Trust Company. 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:

  • Understanding the Role of Trustee and Personal Representative
    • Expectations and duties as a trustee or personal representative
    • Why a family member is not always the right choice
    • How a corporate representative can act in your best interest
  • Is Impact Investing Right For You?
    • Impact ESG has on the environment
    • How sustainability can align with performance
    • Three strategies for ESG investing
    • Estate Planning To Protect Your Family and Your Assets
  • Everyone needs a plan
    • Understanding wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you

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 Financial Group educational seminars and webinars

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