Our Program Directors ensure that your Business Tax Seminar helps attendees save on taxes . . . and makes your organization look good

Our Program Director leaders are your direct point of contact from start to finish. They work with you to coordinate your group's seminar marketing and facilitate a successful learning experience for all attendees.


Program Directors manage all the details from the beginning of the booking process—including all marketing material—through final evaluations. In short, they make the Business Tax Seminar a turn-key process—minimizing the time and energy it will cost you to make it a success.

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If you are a Manager, Sales Leader, Education Chair, Executive Officer, Team Leader or Event Coordinator, you’ll appreciate how easy this program is to host and manage—and how your attendees will praise the experience.

Kelly Lord

Kelly Lord

National Program Manager

Kelly is responsible for the facilitation and management of our Tax Strategy Live seminars. She will offer helpful guidance to assist and build attendance through our marketing materials to create a remarkable and successful event for your organization.

Please call Kelly at (415) 445-4345.

Robin Smith

Robin Smith

Chief Operating Office

Robin is responsible for the booking process of our educational Tax Strategy live seminars. She is happy to assist you and answer any questions you may have regarding our size-of-group requirements, the timing of your presentation, and other details necessary during the booking process.

If you are interested in setting up a seminar for your organization or association, please contact Robin at (415) 892-6058.