Resources & Speaking Engagements
Where expertise meets philanthropy and charitable planning

Industry Events & Educational Programs.

Sterling sponsors and participates in a variety of important industry events, including conferences, seminars, symposia, and webinars. Our principals are noted experts in the fields of philanthropy and charitable organizations and are often invited as featured speakers.

Upcoming & Recent

Upcoming and recent events.

Sterling's current events and industry engagements.

2026

Upcoming conferences and featured appearances.

April 23–24, 2026Conference

2026 Conference on Representing & Managing Tax-Exempt Organizations

Two-day conference appearance listed on Sterling's 2026 calendar.

April 22, 2026Summit

Private Foundation Summit 2026

Single-day summit entry highlighted among Sterling's 2026 industry engagements.

January 12–16, 2026Platinum Sponsor

60th Annual Heckerling Institute on Estate Planning

Featured as a Platinum Sponsor on Sterling's 2026 event schedule.

2025

Industry conferences, symposiums, and sponsored programs.

November 2–6, 2025Conference

Hawaii Tax Institute 62nd Annual Conference

Included in Sterling's 2025 calendar of tax and estate planning events.

September 4–5, 2025Symposium

21st Annual Jerry A. Kasner Estate Planning Symposium

A key educational event listed in Sterling's 2025 schedule.

April 24–25, 2025Bronze Sponsor

2025 Conference on Representing & Managing Tax-Exempt Organizations

2025 conference entry with sponsorship designation shown on the live page.

April 23, 2025Summit

Georgetown Law Private Foundation Summit 2025

Private foundation summit engagement from Sterling's 2025 lineup.

January 13–17, 2025Platinum Sponsor

59th Annual Heckerling Institute on Estate Planning

Another flagship estate-planning event listed with Sterling as Platinum Sponsor.

2024

Select featured events from the year.

April 7–10, 2024Experience

Investments & Wealth Institute Experience 2024

Wealth and advisory-focused event included on Sterling's public calendar.

January 15–19, 2024Platinum Sponsor

58th Annual Heckerling Institute on Estate Planning

Prominent annual event appearance listed for 2024.

2023

January 9–13, 2023Platinum Sponsor

57th Annual Heckerling Institute on Estate Planning

Continuing visibility in one of the profession's leading estate planning forums.

2022

November 6–10, 2022Sponsor

Hawaii Tax Institute 59th Annual Conference

Tax-focused annual conference listed as a sponsored Sterling event.

September 8–9, 2022Symposium

18th Annual Jerry A. Kasner Estate Planning Symposium

Educational symposium appearance from the 2022 calendar.

March 28–April 1, 2022Virtual / Platinum Sponsor

56th Annual Heckerling Institute on Estate Planning Virtual

Virtual edition listed with Sterling as Platinum Sponsor.

2021

May 3–6, 2021Virtual / Platinum Sponsor

55th Annual Heckerling Institute on Estate Planning Virtual

Virtual annual institute appearance in 2021.

April 22–23, 2021CLE Conference

State Bar of Texas CLE Conference on Advanced Estate Planning Strategies

Continuing legal education conference listed on the Sterling page.

2020

October 20, 2020Webinar

CPA Academy Webinar: Planning Options for Clients with Charitable Remainder Trusts

Listed with Sterling as sponsor and presentation by Evan Unzelman.

January 13–17, 2020Platinum Sponsor

54th Annual Heckerling Institute on Estate Planning

Prominent annual institute entry from the 2020 calendar.

Older Records

Archive years.

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2011–2014Archive Years

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