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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Elizabeth Anderson

CEPA

Meet Elizabeth Anderson:

Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning...

ABOUT ELIZABETH

Meet Elizabeth Anderson:

Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity personal planning. 

Based in the firm’s Pasadena office and has a strong network of relationships throughout Santa Barbara and Los Angeles counties.

Liz’s strengths are solving complex financial and family dynamics issues for clients who seek to optimize their quality of life and the lives of those important to them. 

Before joining Whittier Trust in 2014, Liz spent more than a decade directing marketing with a business law firm in Downtown Los Angeles, improving brand awareness and expanding the firm’s client base. She earned her Bachelor’s degree in English at the University of California, Berkeley, has a Certificate in Financial Planning from Pepperdine’s Graziadio School, and is a Certified Exit Planning Advisor. 

A native of Los Angeles, she is active in many organizations throughout Southern California, including Family Enterprise USA, Association for Corporate Growth, Exit Planning Institute, the Pacific Council on International Policy, and ArtCenter 100.