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Upcoming Presentations in Our Friday Coffee Series

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Updated: 4 days ago

Below is a list of our upcoming virtual presentations. Clicking on the Topic and Link to Register for the presentation to go to the registration page for the event you are interested in. Once you register for a presentation you will receive invitations for all future presentations.

Click here, to see past presentations available on the PRG YouTube Channel. Click here, to sign up if you are not on our mailing lists and we will keep you posted of all upcoming PRG events.


2025

Guest Speaker

Topic and Link to Register

January 7

Luke Yengo Financial Planner

Financial planner and investment advisor within Continuum Consulting Group in Irvine, CA. Education is at the core of the services that Luke offers. He spends the necessary time not only developing, but properly explaining the financial plans he builds, and prides himself in his education-based approach. Along with a disciplined planning process centered around clarity and education, Luke holds monthly seminars educating the community on relevant financial planning topics.

Proactive Tax Strategies for the Year Ahead

  • Roth IRA Conversions and timing them strategically

  • Back Door and Spousal IRA strategies for eligible individuals

  • Tax-Efficient Investments in non-retirement accounts

January 24

Glenn Snyder Coach / Professor Glenn Snyder has over 20 years of FP&A experience and 8 years in corporate strategy, having worked with firms like Visa, Franklin Templeton, and Schwab. Most recently, he was Interim VP of FP&A at Vacasa. He has also taught finance at UCLA and San Francisco State, published a novel, and spoken at several industry conferences.

Partnering with Empathy – How to Build Trust with Your Business Partners

  • Learn how to leverage empathy for building partnerships.

  • How to use empathy in communications, analysis, and setting agendas.

  • Best practices for maintaining partnerships and not letting them slip to one-way interactions.

  • The value of thought partnership.

February 7

Michael Kadel

Managing Principal

Michael delivers keynotes on the importance of forward-thinking succession planning, focusing on continuous employee development and leadership preparation. He emphasizes building organizational bench strength over simple "replacement planning," fostering growth and long-term stability. His approach helps companies achieve stronger engagement, talent retention, and cultural transformation.


Succession Planning Reimagined

  • What Succession Planning Is Not

  • Steps in Successful Succession Planning

  • As a leader what is your role in Succession Planning?

  • The “Why” Surrounding Succession Planning

February 21

Katerina Hencova

Financial Planner

Katerina is a CFP® specializing in empowerment through knowledge and guiding individuals and families to build comprehensive financial plans and customized strategies to achieve their financial goals. Her expertise is tax-reducing strategies and planning, and her passion is philanthropy, improving lives, and building a strong healthy community.

Create Your 2025 Financial Vision Board

  • Design a personalized vision board, clearly outlining your financial ambitions for the upcoming year.

  • Gain essential tools and insights to make the year ahead wildly successful—whether your focus is investing, saving, or expanding your financial knowledge.

  • Visualize success and transform your financial dreams into concrete, actionable strategies.

March 7

Linda Pandey

Team Builder & Career Collaborator

Linda has over 30 years of experience in leadership coaching and talent development, primarily in the financial industry and across sectors like government and education. She holds an MBA, a PCC credential from the International Coaching Federation, and has trained over 600 Gallup CliftonStrengths coaches. Known as the “coach to coaches,” she helps leaders leverage strengths, enhance engagement, and build high-performing teams.

CliftonStrengths (also known as StrengthsFinder)

  • Exploring the CliftonStrengths Report: Understanding its structure, key insights, and benefits.

  • Aligning Your Job Search with Your Talents: Leveraging natural strengths to identify and pursue opportunities aligned with your unique potential.

  • Strengths in Action: Identifying, embracing, and applying your strengths for personal and professional growth.

  • Empowering Leaders Through CliftonStrengths: Leveraging talents for impactful leadership while addressing potential blind spots.

March 21

Debra Boggs

Founder & CEO

D&S Executive Career Management

Debra is a recognized expert in executive and board careers, featured in WSJ, The Washington Post, and Fast Company. A Forbes NEXT 1000 honoree, she’s also a speaker, podcast guest, and CHIEF member.

The Executive Job Search is Different: Why Your Old Playbook Won't Win at a New Game

  • How executive resumes differ—and what yours should include

  • How to showcase your unique value for your ideal role

  • Common mistakes senior leaders make and how to avoid them on your resume

April 4

Manju Abraham

Motivational Speaker


April 18







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