Thank You!
Thank you for joining us at our 30th Annual Professional Advisors Seminar! We extend our heartfelt thanks to all of our generous sponsors, with special appreciation to our Primary Sponsor, Meadows Collier, our Benefactor Sponsor, Northern Trust, and our Advocate Sponsor, C3 Financial Partners.
We also want to thank Paul Caspersen for his engaging presentation. You can find this year’s program and Paul’s slides attached below.
Adivsor Roundtables
SWCF Advisor Roundtables offer sponsors and their guests from the Professional Advisors Seminar a quarterly opportunity to connect, learn on special topics, and network over lunch.
2025
- November 11 – Life Settlements: Creating Value out of an Existing Life Insurance Policy – Todd Healy, C3 Financial Partners
2026
- January 21 – Advisor Happy Hour – Sponsored by Northern Trust
- February 17 – From Fundraiser to Professional Advisor and Back: Lessons Learned in Philanthropy – Kerri Lai, Dallas Symphony Orchestra
- May 14 – Jana Simons, Meadows Collier
Supporting Women Attorneys Network (SWAN)
SWAN connects female attorneys around estate planning and related topics. Every other month, SWAN provides an opportunity for attendees to learn and network. It is offered at no cost to attendees.
2025
- November 20
2026
- January 21 – Advisor Happy Hour, Sponsored by Northern Trust
- March 26
- May 28
- July 30
- September 17
- November 19
Lisa R. Newman
The Meyer L. Bodoff Memorial award is given annually at the DJCF/SWCF Professional Advisors Seminar to a professional advisor who has been an outstanding partner to the Foundation. We’re honored to present this year’s award to Lisa R. Newman.
Lisa Newman has been serving estate planning and probate clients for over 30 years. She has long been a supporter of the Dallas Jewish Community Foundation (DJCF) and, since its inception, the Southwest Community Foundation (SWCF). Lisa has been one DJCF/SWCF’s strongest advocates and has served as the Chair of the Board, as well as on many Foundation committees. She currently chairs the Professional Advisory Committee. Not only has she referred many clients to DJCF/SWCF for guidance and services around charitable giving, but countless of these referrals have opened funds, be they donor-advised funds, endowment funds, or scholarship funds. She has played an integral role in the growth and success of DJCF/SWCF.
2025 Sponsors
Primary Sponsor
We are grateful to Meadows Collier for 18 years of sponsorship!
Benefactor Sponsor
Advocate Sponsor
Partner Sponsor
Supporter Sponsors
