Speaking

Put the strategic view on your stage

Keynotes, workshops, and study-group sessions for financial professional societies, firms, and high-end audiences nationwide. Substance first — the kind of session your sharpest attendees talk about after.

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Illustration of Mike Owens speaking on stage to an audience
Signature Topics

Working titles — every talk is tailored to the room

Keynote
Disruption-Proof

What high-performing families and firms do differently when tax law, technology, and markets rewrite the rules mid-game — and why the prepared call it opportunity.

For Financial Professionals
The Strategy Gap

What elite clients wish their financial professionals would bring up first. How firms move from compliance provider to indispensable strategic partner — without adding a single billable service line.

Workshop
Your Legacy Is a Strategy

Legacy planning is a discipline, not a privilege — a working session on the decisions that outlive the decision-makers, and the tax and societal impact of charitable planning.

[CONFIRM WITH MIKE: final topic titles & descriptions, plus any CPE-credit framework his professional-society sessions should reference.]

where in the world is Mike?
Omaha out — nationwide
Keynotes, workshops, and private engagements. Hover a city.
San DiegoTucsonAustinNew OrleansOrlandoAtlantaIndianapolisToledoKansas City
Audiences
Financial professional firms & societies · study groups · family offices · industry associations · private client events. Mike has presented to attorneys, accountants, and financial advisors in Austin, Atlanta, Orlando, Tucson, Indianapolis, New Orleans, Toledo, San Diego, Kansas City, and beyond — the routes above are just the highlights.
Formats
Keynote (45–60 min) · half-day workshop · firm retreats · moderated executive sessions
Logistics
Based in Omaha; travels nationwide, all year round. Every booking includes a pre-event call so the content lands for your room. [CONFIRM: fee ranges & AV requirements]
Dates Fill Early

Tell Mike about your event

Conference season books months ahead — start the conversation now.

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