Professional Advisor Speaker Series
The Foundation's Professional Advisor Speaker Series (PASS), curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.
Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, and law.
If you would like to be added to our network of professional advisors, send an email to us at advancement@jewishfoundationla.org(opens in new tab) with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.
- Registration opens each year in the late Summer/early Fall.
- There is no fee for the sessions.
- One hour of MCLE and CPE credits may be available for each session.
Click here for a video gallery of past sessions.
2026 Professional Advisor Speaker Series Topics
The Jewish Community Foundation of Los Angeles proudly presents our Professional Advisor Speaker Series—an annual tradition offering timely, high-value programming for the local advisory community.
This year’s four-part, invite-only series will explore topics across estate, tax, and charitable planning, with practical insights, opportunities to earn continuing education credit, and time to connect with fellow advisors who share an interest in philanthropy and serving philanthropic clients.
Upcoming Events
Thursday, September 24, 2026
Four Seasons Beverly Hills
7:30 AM Registration and Light Breakfast
8:00 AM Program begins followed by Q&A.
The Art of Leaving Well: California Standards in Advance Planning and Jewish Values
Gabrielle Vidal(opens in new tab) (Loeb & Loeb) and Rabbi Jason Weiner(opens in new tab) (Cedars-Sinai)
Thursday, October 15, 2026
Hillcrest Country Club
7:30 AM Registration and Light Breakfast
8:00 AM Program begins followed by Q&A.
My Spouse Can Get My Trust? The Intersection Between Family Law and Trust Law
Allan Cutrow(opens in new tab) (Mitchell Silberberg & Knupp) and Marshall Zolla(opens in new tab) (Zolla Law, APC)
Thursday, November 5, 2026
Hillcrest Country Club
7:30 AM Registration and Light Breakfast
8:00 AM Program begins followed by Q&A.
Giving Smarter: Charitable Tax Planning in the Current Tax Landscape
Michael Feispor (Ernst & Young LLP) and Damien Martin(opens in new tab) (Ernst & Young LLP)
Wednesday, December 16, 2026
Hillcrest Country Club
7:30 AM Registration and Light Breakfast
8:00 AM Program begins followed by Q&A.
What’s The Best Way to Pass Down Wealth to Your Grandkids?
Megan Ferkel Earhart(opens in new tab) (Jeffer Mangels & Mitchell LLC)
