Berntson Porter’s events are for the benefit of current and future clients, CEOs and other C-level executives.

Events are centered on the issues and opportunities business owners and high-net worth individuals find relevant. We bring together experts on leading edge business and financial topics focusing on privately held companies. Events are complimentary to guests of Berntson Porter & Company.

We are continuously adding events, please check back for updates to this year’s lineup.

De-Mystifying Branding: What it Means and How it Drives Sales

Thursday, May 17, 2018 08:00 AM - 09:30 AM
Bake's Place Bellevue 155 108th Ave NE #110, Bellevue, WA 98004
De-Mystifying Branding: What it Means and How it Drives Sales

One of the most powerful assets your company has is its brand; all of the features unique to your company that distinguish you from the competition and attract consumers faced with multiple purchase options. But how do you build a strong brand and more importantly, use that brand to drive sales?  Join us for this informative session with Lucas Mack, CEO of 4th Avenue Media. Lucas will walk through key elements of a successful brand: how to get it and how it can help you increase sales and grow your company. The presentation will include key examples, case studies and an informative Q&A session.

Interested in attending? Email Carrie Young.

2018 Wealth Management Summit

Thursday, November 15, 2018 01:00 PM - 05:30 PM
Hyatt Regency Bellevue 900 Bellevue Way NE, Bellevue, WA 98004
2018 Wealth Management Summit

Berntson Porter and UBS Private Wealth Management’s annual Wealth Management Summit, the Puget Sound region’s premier wealth planning event. Check back for details on this year’s speaker lineup.

To pre-register contact Carrie Young.

Watch highlights from the 2017 Wealth Management Summit.

Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More

Tuesday, November 27, 2018 08:30 AM - 11:30 AM
11100 NE 8th St Suite 400, Bellevue, WA 98004
Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More

Are you ready for year-end? In this interactive session our Accounting Support & Bookkeeping Services team will prepare you for year-end activity. You’ll be ready to issue 1099s to your vendors, get QuickBooks tips and updates, and much more!

To find out more about this event, email Carrie Young.