Attending the QSBS Summit is an opportunity to hear directly from the most active Qualified Small Business Stock advisors and practitioners in the industry. Leave with the awareness and strategies to maximize QSBS for the clients, founders, and investors in your network.

Christopher Karachale: “Building a QSBS Team:Founding to Exit”

This year’s CALRC conference provides exceptional programming and diverse case studies centered on critical land recycling topics, including housing equity, climate resilience, and regulatory innovation. Attendees will benefit from expert-led sessions and collaborative panels designed to share creative funding strategies and promote community-led land reuse across California.

Louise Dyble: “AAI and After: The Narrow Path for Preserving Liability Protections”

This presentation examines the three cornerstone fiduciary obligations every trustee must uphold during trust administration. Under state laws a trustee owes a duty of loyalty — requiring them to act in the best interests of beneficiaries and avoid conflicts of interest — a duty of care — requiring the exercise of reasonable skill and prudence in managing trust assets — and a duty of impartiality — requiring fair and equal treatment of all beneficiaries.