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Advisory Committees

Institute Advisory Committee (US)

  • Charles K.H. Au
    Certified Public Accountant
    ECA, LLP
  • Thomas G. Cabrinha
    Certified Public Accountant
    ECA, LLP
  • Jodi Nozoe Chang
    Managing Director - Investment Officer
    Wells Fargo Advisors
  • Rachel Delauro
    Senior Vice President and Market Leader, Wealth Management
    Bank of the West
  • Rhonda Griswold
    Attorney
    Cades Schutte LLP
  • Harumi Hata
    Attorney
    Buchalter
  • Kurt K. Kawafuchi
    Attorney
    Law Offices of Kurt Kawafuchi
  • Erica Keeley
    Trust Officer
    First Hawaiian Bank
  • Melanie King
    Certified Public Accountant
    CW Associates CPAs
  • Judy Lee
    Attorney
    Goodsill Anderson Quinn & Stiefel
  • Jen-L Lyman
    Director of Philanthropic Partnerships
    Hawaii Community Foundation
  • Erica Osterkamp
    Attorney
    Dept. of Corporation Counsel
    City and County of Honolulu
  • (Dick) Isoo Oshima
    Certified Public Accountant
    Oshima Company CPA LLC
  • Rosemarie S.J. Sam
    Attorney
    Goodsill Anderson Quinn & Stiefel
  • Phyllis N.T. Shea
    Certified Public Accountant
    Shea & Company, CPA’s, Inc.
  • Susan Segawa
    Trust Officer
    First Hawaiian Bank
  • Douglas D. Wilson
    Principal
    Trustee Consulting, Inc.
  • Alan M.L. Yee
    Certified Public Accountant
    KMH, LLP
  • Alan T. Yoshitake
    Attorney
    Seyfarth Shaw LLP

Institute Advisory Committee (Japan)

  • Alan S. Fujimoto
    Attorney
    Goodsill Anderson Quinn & Stifel LLP
  • Harumi Hata
    Attorney
    Buchalter
  • Yuka Hongo
    Attorney
    Hongo Law Office, LLC
  • Toyohiko Katabami
    Real Estate Executive
    Signature Group Holdings, LLC
  • Kurt Kawafuchi
    Former Hawaii State Tax Director
  • Christine A. Kubota
    Attorney
    Damon Key Leong Kupchak Hastert
  • Ken Niimura
    Banker
    Bank of Hawaii
  • Kazuhiko Nishihara
    Attorney
    Honmachi International Law Office, P.C
  • Hitomi Okamoto
    Banker
    Bank of America Private Bank
  • Hideko Sakaguchi
    Attorney
    Honmachi International Law Office, P.C.
  • Hitomi Sakai
    Attorney
    City-Yuwa Partners
  • Yorihiro Sawada
    Banker
    First Hawaiian Bank
  • Joji Seta
    Banker
    Central Pacific Bank
  • Megumi Soga
    Attorney
    Damon Key Leong Kupchak Hastert
  • Chiyoko Sugimura
    Banker
    Manufacturer’s Bank
  • Shuichi Taira
    Tax Accountant
    Grant Thornton Yamada & Partners
  • Jun Tamahashi
    Certified Public Accountant
    Armanino, LLP
  • Daiki Tanaka
    Tax Accountant
    Grant Thornton Yamada & Partners
  • Makiko Tsukada
    Certified Public Accountant
    EOS Accountants LLP
  • Kazuto Yamamoto
    Attorney
    Daiichi LPC
  • Kenji Yamazaki
    Certified Public Accountant
    SingerLewak
  • Alan Yoshitake
    Attorney
    Seyfarth Shaw LLP

Institute Advisory Committee (China)

    • Jesper Chen
      First Hawaiian Bank
    • Judy Chock
      CPA
      Ernst & Young LLP
    • Kathy Fan
      Assurance Manager
      Ernst & Young LLP
    • Joe Field
      Attorney
      Pillsbury
    • Billy Hong
      Business Owner
    • Wen Hong
      Business Owner
    • Kurt Kawafuchi
      Attorney
      Law Offices of Kurt Kawafuchi
    • Robyn Meredith
      Client Strategist
    • Ken Niimura
      Vice President
      Bank of Hawaii
    • Yorihiro Sawada
      Vice President
      First Hawaiian Bank
    • Li Wan
      Attorney
      Seyfarth Shaw LLP
    • Christopher Wingo
      Managing Director
      China Sage Consultants (Shanghai) Co., Ltd.
    • Raymond Wong
      Attorney
      Seyfarth Shaw LLP
    • Alan Yoshitake
      Attorney
      Seyfarth Shaw LLP
    • Tony Yu
      Attorney, CPA, CPCU, CFP
      DSG Business, Tax, & Wealth Planning, Inc.
    • Peter Ni
      Equity Partner
      Zhong Lun Law Firm
Our Sponsors
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  • 1031 Investments
  • Abell Auction Company
  • Alliance Trust Company of Nevada
  • Alta View
  • Alvarez & Marsal
  • American Cancer Society
  • American Endowment Foundation
  • American Heart Association
  • Apheta
  • Armanino
  • ArentFox Schiff
  • Avanath
  • Bank of America
  • Bank of Hawaii
  • BDO USA
  • Becky Valentine Foundation
  • Bequest Finance
  • Bernstein
  • Bessemer Trust
  • Blue Sky Trust
  • BMO Wealth Management
  • BNY Mellon
  • Bond Services
  • Bonhams
  • Braun
  • Bridgeford Trust Company
  • Bridger Trust Company
  • Bryan Mawr Trust
  • BTA
  • Buchalter
  • Cabrillo Advisors
  • CAF America
  • California Community Foundation
  • Capital Group
  • CBIZ
  • Central Pacific Bank
  • Cerity Partners
  • Chamberlain Law
  • Christie's
  • Chubb
  • CIBC
  • Citrin Cooperman
  • City National Bank
  • Clark Capital
  • CMB
  • Comerica Bank
  • Complete Advisors
  • Crawford Trust
  • Cumberland Trust
  • Currencies Direct
  • CW Associates
  • DAFgiving360
  • Dean Dorton
  • Deutsche Bank
  • Douglas Elliman
  • Dunham Trust Company
  • ECA
  • Eide Bailly
  • EisnerAmper
  • ERC Specialists
  • Ernst & Young
  • Estate Administrative Services
  • Estateably
  • Estate Works
  • EVP Systems
  • Falcon Rappaport
  • Fennemore WKBKY
  • Fidelity Charitable
  • Fiduciary Trust International
  • First Foundation
  • First Hawaiian Bank
  • Franklin Global Inc.
  • Frazier Ryan Goldberg Arnold
  • Goodsill
  • Greenberg Glusker
  • Greenberg Traurig
  • Guardian Life
  • Gurr Johns
  • Hawaii Community Foundation
  • Heifer
  • Henley & Partners
  • Heritage Auctions
  • Holland & Knight
  • Honmachi Law
  • HSBC Private Banking
  • Integritas3
  • Island Conservation
  • John Moran
  • Keystone Law
  • KJM Law Partners
  • Kuribayashi Law Office
  • Lagerlof
  • Law Stein Anderson
  • Magnetic Tax
  • McCollom D'Emilio Smith Uebler
  • Merrill Lynch
  • MOC
  • Morgan Stanley
  • Moss Adams
  • MPI
  • Myriad USA
  • National Philanthropic Trust
  • Nihon Keikei
  • Northern Trust
  • Nutter
  • OCCPA
  • Pacific Financial Partners
  • Peak Trust
  • Perkins Coie
  • Phillips
  • Peisner Johnson
  • Pillsbury Winthrop Shaw Pittman LLP
  • Portfolio Escrow
  • Premier Trust
  • Prudent Investors
  • QP Global
  • RPL
  • Raymond James
  • Reiwa
  • Ren
  • Seyfarth Shaw
  • SingerLewak
  • Shine Cloud & Partners
  • SMBC
  • SWSS
  • South Dakota Trust Company
  • Squire Patton Boggs
  • SQL
  • Sterling Foundation
  • Stout
  • Strategic Valuation Group
  • Summit Trail
  • SWH | Fiduciary Real Estate Group
  • Taxster
  • TEAM
  • Crem Group
  • The Trustees Group
  • True North
  • Trust Bank
  • Trust Law Partners
  • Trustate
  • University of Hawaii Foundation
  • US Bank
  • Vanguard Charitable
  • Vedder Price
  • Venable
  • Wealth.com
  • Wealth Counsel
  • Wells Fargo
  • WestRock Appraisal Services
  • Whittier Trust
  • Willis Towers Watson
  • Willow Street
  • Wilmington Trust
  • Winston Artory Group
  • Withersworldwide
  • Yamada & Partners
P.O. Box 1381 Honolulu, Hawaii 96807 1-808-540-3931 [email protected]
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  • Conference
    • Overview
    • Opening Ceremonies & Welcome
    • HTI Anywhere
    • Schedule of the Day
    • Social Gathering
    • Conference Facilities
    • Faculty
    • 2025 Conference - Hotel Information
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  • Virtual HTI/Live Stream
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    • HTI Anywhere
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  • About
    • Overview
    • Chaminade University of Honolulu
    • Background and History
    • Global Reach
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    • Become a Sponsor
    • Sponsor Registration
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  • MyHTI
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    • Continuing Education
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    • Download Program Materials
    • HTI Mobile App
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  • HTI Store
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  • Register Now!
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