Speaking to Inspire

Ethical Wills and private documentary video producer Iris E. Wagner has spoken at numerous conferences in the U.S. and Canada since 2002, including: Opal Financial Group (Keynote), Northern Trust Family Office Group, Campden Conferences, Family Office Forum (I.I.R.), Institute for Private Investors, Family Firm Institute, Purposeful Planning Institute and Family Wealth Alliance.

Iris E. Wagner’s presentations are always insightful and thought-provoking. The families’ video clips shown are very entertaining and inspiring. Quite often family members present with Iris, which adds a highly personal touch.

To book Iris E. Wagner to present at your family or advisor event  kindly contact us

Iris Wagner’s Speaking Engagements & Conferences

Speaking engagements


Wealth Dimensions


January 18, 2018

Institute for Family Governance 

2nd Annual Conference


January 17, 2018


Marcum Women’s Forum

Women Having a Voice

Bronze Sponsor


October 27, 2017

Purposeful Planning Institute

Broomfield, CO

July 19-21, 2017

GenSpring Women & Wealth


May 17, 2017

Concordia University Alumi


May 16, 2017

Wealth Dimensions


February 9, 2017


RayLign 10th Anniversary Celebration


November 2, 2016

UJA – Federation of New York

Westchester Celebration


March 10, 2016


WL Group

Preserving Your Family Legacy For Future Generations

Jackson Hole, WY

December 16, 2015

Wealth Dimensions


November 14, 2015

International Leadership Association

Leading Across Borders and Generations

Barcelona,  Spain

October 14-17, 2015


Montreal,  Canada

May 26-28, 2015

Wealth Dimensions


May 8, 2015

30th Anniversary
The Wexner Foundation

Columbus, OH

April 27-29, 2015

The Legacy Retreat

Val Morin, Canada

April 17-19, 2015

Family Office Endowment and Investment Forum

Toronto,  Canada

April 15-16, 2015

Northern Trust Women, Wealth & Wisdom

Naples,  FL

March 24, 2015

Manchester Capital Management

NYC,  New York

March 11, 2015


Opal Financial Group Canadian Family Office and Wealth Management Forum

Family Legacy and the Family Office: A Look from Different Lenses

Toronto,  Canada
January 21-22, 2014

YES Montreal

Creative Connections

Montreal,  Canada
January 29, 2014

Wealth Dimensions

NYC, New York
March 4, 2014

C2MTL Conference

Montreal, Canada
May 27-29, 2014

Family Office Review Awards

*Excellence in Specialty Services Award Nominee

Chicago,  Illinois
June 5, 2014

Tune Into YES

Montreal,  Canada
October 30, 2014

Bespoke Connections -Private Equity and Real Estate Meeting

Moderating Philanthropy Panel

NYC,  New York
June 17-18, 2014

RayLign Family Frontiers Conference

NYC,  New York
November 12, 2014

ArtsWestchester Gala 2014, 1965- When it All Began

Rye Brook,  New York
November 22, 2014


Opal Financial Group – Canadian Family Office & Private Wealth Forum

Preserving Legacies of Values For Future Generations (Keynote)

Toronto, Canada
January 10-11, 2013

Opal Financial Group – Family Office Winter Forum

A Private Wealth Series Event

NYC, New York
March 4, 2013

Wealth Dimensions

NYC, New York
June 11, 2013

Opal Financial Group
Family Office & Private Wealth Management Forum

Preserving Legacies of Values for Next Generations

Newport, Rhode Island
July 22-24, 2013

Purposeful Planning: Rendezvous 2013

Preserving Legacies with Digital Technology

Broomfield, Colorado
August 1-3, 2013

Wealth Dimensions

NYC,  New York
September 10, 2013

JGH & AGI Charities’ Event Scatter My Ashes At Bergdorf’s

Introduction by Iris E. Wagner, Co-Executive Producer

Montreal, Canada
October 23, 2013

Tune In To YES

Montreal, Canada
October 24, 2013

International Leadership Association Global Conference

Montreal,  Canada
October 30-November 2, 2013

Wealth Dimensions

Elder Care Conversations

NYC,  New York
November 5, 2013


Purposeful Planning Institute

Purposeful Next-Gen Collaborations

Guest Speaker for World Wide Webinar

Denver, Colorado
March 15, 2012

Purposeful Planning Collaboration: Rendezvous 2012

Women and Legacies of Values

Westminster, Colorado
August 1-3, 2012

Bergdorf Goodman Documentary

Scatter My Ashes at Bergdorf’s Private Screening

NYC, New York
September 12, 2012

TIGER 21 Montreal Group

Guest Speaker on Preserving Legacies of Values

Montreal, Canada
November 20, 2012


BB&T Wealth Management Services

Women, Wealth & Well-Being: Preserving Legacy

Orlando, Florida
January 26-28, 2011

Fidelity Family Office Services and Massachusetts Family Business Association

Preserving Legacy

Boston, Massachusetts
March 8, 2011


A Time for Renewal: A Retreat for Women

NYC, New York
April 1-3, 2011

Wealth Dimensions

Preserving Legacy

NYC, New York
April 5, 2011

Raylign Family Gathering: The Rhythm of Family

NYC, New York
April 5, 2011

Purposeful Planning Collaboration: Rendezvous 2011

Preserving Legacy: The Memoirs Productions Process

Denver, Colorado
August 17-19, 2011

Purposeful Planning Institute

Donor Legacy: Preserving on Video how Families Give, Webinar Guest Speaker – Best Practices in Philanthropy

Denver, Colorado
September 12, 2011

Private Wealth Magazine

Cultivating the Super-Rich

NYC, New York
October 10-11, 2011

A Mindful Retreat: To You, Silence is Praise

Garrison Institute, New York
November 28-December 1, 2011


Family Wealth Alliance Multi-Family Office Fall Forum 2010

Luncheon Speaker on Preserving the Family Legacy

Chicago, Illinois
October 20-22, 2010

International Women’s Forum World Leadership Conference

Water, Wealth & Power: For the Eco-Century

Montreal, Canada
October 13-15, 2010


Mindfulness Meditation & Spirituality Retreat

St-Donat, Quebec, Canada
April 30-May 2, 2010

Purposeful Planning Institute

Guest Speaker for World Wide Webinar

Denver, Colorado
August 10, 2010

The Wexner Heritage Foundation Alumni Retreat

Looking at Leadership Through a Kaleidoscope

Chicago, Illinois
October 29-31, 2010


43rd Annual Heckerling Institute on Estate Planning

Orlando, Florida
January 12-15, 2009

Family Wealth Alliance

Winter Workshop – Navigating Rough Waters, hosted by GenSpring Family Offices

Miami, Florida
February 12, 2009

The Commonwealth Institute

Sharing the Wisdom

Boston, Massachusetts
March 31, 2009

The International Association of Attorneys for Family-Held Enterprises

AFHE Annual Conference 2009

Charleston, South Carolina
April 23-25, 2009

Institute for Private Investors

Spring Forum for Private Investors

NYC, New York
May 20-21, 2009

The Legacy Companies

World Wide Webinar

Boston, Massachusetts
June 18, 2009

South Dakota Trust Company’s Forum on Private Family Trust Companies

Sioux Falls, South Dakota

September 21-23, 2009

Family Firm Institute

Two Families Communicate Risk-Based Values to Inform Generational Decisions

NYC, New York
September 23-25, 2009

For prior years’ Speaking Engagements list, kindly

Other organizations where Iris E. Wagner Presents:

Citibank Global Family Office, Association of Personal Historians, CAFE, Rotary Club, Montefiore Club, and numerous professional and legal practices in North America.