Professional Advisor Seminar

22nd Annual Professional Advisor Seminar 

Social Enterprise and Impact Investing

February 1, 2019
The Belo Mansion
Registration 7:30 a.m.
Program 8:00 a.m. until 10:30 a.m.


The 2019 Professional Advisor Seminar focuses on two growing trends in philanthropy: Social Enterprise and Impact Investing. These tools are designed to result in public good, and cut across individual investors, foundations, nonprofit and for-profit endeavors. This session will explore their unique attributes and provide an overview of the legal and social ramifications of each. Following the speaker’s remarks, a panel of social enterprise investors and innovators will discuss their real-world examples.

Our speaker, Dana Brakman Reiser is a professor of Law at Brooklyn Law School. Professor Brakman Reiser is an expert on law and finance for social enterprises – businesses that pursue a social mission. She dbrakman authored a comprehensive work on the subject, Social Enterprise Law: Trust, Public Benefit, and Capital Markets (Oxford University Press 2017, with Professor Steven A. Dean).  In addition to her work on social enterprise, Professor Brakman Reiser has written extensively on nonprofit accountability and governance. She received her B.A. from the University of Pennsylvania and her J.D. from Harvard Law School.

Following Dr. Brakman Reiser’s remarks, a panel of social enterprise investors and innovators will discuss real-world examples.

The 2019 Professional Advisor Seminar will be held on February 1 at The Belo Mansion in downtown Dallas. Continuing education credit will be available.To register for the event or to purchase a sponsorship, please use the link below. 


This course has been approved for continuing education credit with the following accrediting organizations:

  • Certified Financial Planner Board of Standards (CFP)
  • American Bankers Association (ABA)
  • State Bar of Texas (MCLE)
  • Texas Board of Legal Specialization (TBLS) – Estate Planning and Probate Law
  • Texas Board of Legal Specialization (TBLS) – Tax Law

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program 

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