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July 21st - 23rd | Purposeful Planning Institute

RendeZoom brings together individuals representing more than 20 disciplines and professions for three days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.  RendeZoom offers unique opportunities to connect and engage with thought leaders and industry innovators, while exploring cutting-edge topics on family dynamics, governance, collaboration, philanthropy, and more.

2021 RendeZoom: About


  • Planned the scope of the event (using a hybrid project approach)

  • Managed 3 committees

  • Vendor Management

  • On-site Event Management 

  • Designed multiple graphics 

  • Managed several promotional video projects 

  • Served as a session moderator 


  • Exceeded 2020 revenue by 17%

  • 242 attendees

  • 26 live breakout sessions

  • 3 keynote speakers 

  • 8 pre-recorded videos 


  • Asana

  • Basecamp 

  • Microsoft Office

  • MeetEdgar

  • Infusionsoft

2021 RendeZoom: List
2021 RendeZoom Post Survey.png
2021 RendeZoom: Image
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