COVID-19: Navigating Your Family Enterprise Through Uncharted Waters

Join PwC’s Jonathan Flack, US Family Enterprises and Business Leader, Belinda Sneddon, Managing Director, Family Enterprise Advisory Services, and Danielle Valkner, US Family Office Leader, and David Shaw, Publishing Director, Family Business Magazine, as they discuss these critical issues.

As the impact of COVID-19 continues to widen and evolve, family enterprises face a growing number of challenges requiring timely and effective response. Join our 60 minute webcast as we discuss key issues and the longer-term impact on enterprise continuity.

Join PwC’s Jonathan Flack, US Family Enterprises and Business Leader, Belinda Sneddon, Managing Director, Family Enterprise Advisory Services, and Danielle Valkner, US Family Office Leader, and David Shaw, Publishing Director, Family Business Magazine, as they discuss these critical issues.

This webinar will discuss:

• COVID-19 Relief Bill: Key Provisions of the stimulus and changes to tax filings
• Tackling the challenges of a remote work environment, particularly the human element Balancing near-term tactical decisions around business continuity and long-term strategy for growth
• Specific challenges for family offices

Jonathan Flack

U.S. Family Enterprises and Business leader, PwC

Jonathan Flack, U.S. Family Enterprises and Business leader for PwC, is a lead engage­ment partner to some of the U.S.'s largest family-owned businesses and leverages a strong global network of partners with a similar focus. He also taps external advisors (attorneys, family business counselors, trust advisers) as needed to deliver innovative solutions to multi-generational family businesses. As part of his role in leading the U.S. family business practice for PwC, Jonathan spearheads the strategy, operations, talent development, thought leadership and marketing for the family-owned business sector.

He supports other client teams serving this sector and has published thought leadership and led regional forums on family business issues. Jonathan is also an assurance partner where he has extensive international experience with multibillion-dollar, private clients. He assists clients with business transactions and new products. He started his career in the Carolinas working on large privately held businesses in multiple industries.

Belinda Sneddon

Managing Director, Family Enterprise Advisory Services, PwC

Belinda is a Managing Director at PwC's family enterprise advisory practice, which includes solutions for families, their family business and family office. She leads projects in family and business governance, succession planning, establishing family offices, and performing diagnostic reviews of existing family offices.

Belinda has over 25 years of experience as a consultant, multi-family office executive, and investment professional. For the last 15 years, she has focused exclusively on advising and supporting wealthy families on issues of wealth transfer, governance, succession, investment policy and philanthropic initiatives as the Group Executive and National Practice Executive for U.S. Trust's family office.  She has significant experience in the management of family office functions including; fiduciary administration, investment oversight, operations and financial metrics.  Belinda is a frequent national speaker on family office and impact investing topics.

She holds a Bachelor of Business Administration in Finance and Marketing from the University at Albany – SUNY.

Danielle Valkner

US Family Office Leader, PwC

Danielle Valkner leads our family office service offerings in the US and  has over 25 years experience focusing on finance effectiveness, technology and operations.  She has led multiple engagements focusing on finance effectiveness and reporting, process improvement and target operating model design, due diligence, risk management and control, vendor selection, robotics process automation and execution of operating model transformations.

Prior to joining PwC, Danielle worked directly for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles, responsible for all aspects of financial reporting, strategic planning and analysis, infrastructure, finance, treasury and accounting. Danielle also spent over 10 years as an auditor in the financial services sector specializing in banking and asset management, gaining valuable experience with SEC reporting, international finance operations, private equity, real estate and hospitality as well as Sarbanes Oxley/internal control frameworks.

Danielle graduated summa cum laude from Augustana College where she majored in Accounting and Business Administration with concentrations in Finance and Economics.  She is a licensed CPA and received state and national honors related to the certification exam.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.