Join Jennifer Messa, CEPA, Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®; Joseph Fahey, CFA, CEPA, National Director, Business Succession Planning at PNC; Julie Williams, Executive Vice President, ESOP Solutions at PNC; Mark Buxton, CFP®, ChFC, CLU, CEPA, Senior Vice President, Wealth Strategy Regional Director for PNC Wealth Management®; and David Shaw, Publishing Director, Family Business Magazine, as they get back to basics and discuss opportunities that may exist for your family business in today's climate.
Family business owners need to think strategically and holistically about their business and personal planning in order to anticipate, adapt, and use change to their advantage. This especially applies when sudden change — like the COVID-19 pandemic — is thrust upon you. The fundamentals have not changed. It is time to “get back to basics”!
The pandemic has created sweeping systemic changes in our economy. While there are obvious threats and challenges, it has also created unprecedented planning opportunities that could help strengthen the long-term financial position of your company and its shareholders.
Join Jennifer Messa, CEPA, Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®; Joseph Fahey, CFA, CEPA, National Director, Business Succession Planning at PNC; Julie Williams, Executive Vice President, ESOP Solutions at PNC; Mark Buxton, CFP®, ChFC, CLU, CEPA, Senior Vice President, Wealth Strategy Regional Director for PNC Wealth Management®; and David Shaw, Publishing Director, Family Business Magazine, as they get back to basics and discuss opportunities that may exist for your family business in today's climate.
This webinar will:
- Clearly explain the complex issues you may now be facing
- Provide context on the short- and long-term implications of today's climate
- Teach you how to better position your company and family for the future
Speakers
Jennifer Messa, J.D., LL.M., CEPA
Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®
Jennifer Messa leads a team of Wealth Strategists in Philadelphia, New Jersey and Delaware who have a high level of technical experience in estate, tax and wealth planning issues and provide advice on complex estate and other wealth planning issues. Jennifer’s wealth strategy team works collaboratively with a team of specialists in investment management, trust and banking services to help clients achieve their financial objectives.
Prior to joining PNC Wealth Management, Jennifer practiced as a tax, trusts & estates attorney where she worked with high-net-worth families, individuals, and business owners in structuring and implementing estate and business planning to reduce estate, GST, gift and income taxes and protect wealth.
Jennifer is a member of the Philadelphia Estate Planning Council and has lectured on tax and estate planning topics for adult education programs, local businesses and attorneys.
Jennifer earned a B.A. in Political Science from Chestnut Hill College, a J.D. from California Western School of Law, and an LL.M. in Taxation with a certification in estate planning from Temple University Beasley School of Law.
Although not currently practicing law, Jennifer is admitted to the Bars of Pennsylvania, New Jersey, and the United States Tax Court.
Joe Fahey, CFA, CEPA
National Director, Business Succession Planning, PNC
Joe Fahey leads the effort to serve PNC’s business owner clients, helping them make one of the most important financial decisions of their life – how and when to transition their businesses through Keep, Sell or ESOP.
He manages a team of approximately 30 private business strategists who facilitate a deep and dynamic discovery process to achieve a mutual understanding of a client's family, business and financial goals. From the discovery, the team identifies opportunities to enhance value for and help maximize benefits to shareholders and stakeholders.
Fahey has served as a financial advisor to owners of privately-held and family-controlled businesses for more than three decades. He has brought to PNC tools and processes that integrate and align the strategic plans of businesses and their shareholders.
He earned a bachelor of science in finance from the University of Maryland, a master's degree in finance from George Washington University and a Chartered Financial Analyst (CFA) designation from the CFA Institute.
Fahey has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums. He has also served as a faculty member for the American Banking Association and Private Wealth Management Academy, teaching advanced financial planning for business owners. In addition, he has developed several internal training programs supporting business succession planning.
Julie Williams
Executive Vice President, ESOP Solutions, PNC
Julie Williams has 20 years of experience advising companies and business owners on various aspects of ESOP transactions. Clients and prospects of PNC leverage her knowledge and experience as they evaluate the benefits and considerations of using an ESOP as an ownership transition and liquidity solution. Williams also serves as a resource for PNC clients as they execute their corporate strategy with the added complexity of ESOP ownership.
Williams joined PNC in September 2015 after serving most recently as a Senior Vice President in JP Morgan Chase's ESOP Advisory Group. Previously she held senior positions with Duff & Phelps and Cognient Group in Chicago, Illinois, where she served as financial advisor for companies, institutional ESOP Trustees, and selling shareholders engaging in ESOP transactions.
In addition, she served as an institutional ESOP trustee at GreatBanc Trust Company where she led negotiations for ESOP transactions involving the purchase or sale of stock or assets.
Williams earned a bachelor of business administration degree from the University of Michigan and a master's of business administration from the University of Chicago, Booth School of Business. She is licensed by FINRA with a Series 79 and Series 63. She is a member of the National Center for Employee Ownership, The ESOP Association, and ESCA (Employee-Owned S Corporations of America).
Mark Buxton
Senior Vice President and Wealth Strategist Regional Manager, PNC Private Bank
As a senior vice president and wealth strategist regional manager of the PNC Private BankSM, Mark oversees the wealth strategy client experience, process and business development activities within the region. He focuses on his team’s relationships with clients and business partners and manages the execution of group project activities of the Wealth Strategy group. Mark has more than 30 years of wealth management industry experience, having begun his career as a fiduciary advisor. He has held a variety of senior market leadership roles through the years.
Mark graduated with a Bachelor of Arts from Bethany College, a Master of Business Administration from Kent State University, and a Juris Doctor from Cleveland-Marshall College of Law. Mark also holds the Juris Doctor, Certified Exit Planning Advisor, Certified Financial PlannerTM, and Chartered Life Underwriter designations.
He is a member of the Cleveland and Cuyahoga County bar associations.
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.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
“PNC,” “PNC Bank” and “PNC Wealth Management” are registered marks of The PNC Financial Services Group, Inc. (“PNC”). PNC uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association, which is a Member FDIC. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. ©2020 The PNC Financial Services Group, Inc. All rights reserved.