Strategic Positioning for Family Business Owners: Back to Basics

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.

Tuesday, August 25, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

https://globalmeet.webcasts.com/starthere.jsp?ei=1345331&tp_key=53cf51ab4a&utm_source=FBwebsite&utm_medium=webinarpage&utm_campaign=PNCwebinar

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.

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
 
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.

Speakers

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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.

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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.

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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).

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Mark Buxton, J.D., CFP®, ChFC, CLU, CEPA

Senior Vice President, Wealth Strategy Regional Director, PNC Wealth Management®

Mark Buxton is a Senior Vice President and a Wealth Strategist Regional Director for PNC Wealth Management® Western region. He oversees the client experience, the 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 projects for the Wealth Strategy group.

Buxton 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.

Buxton received a bachelor of arts degree in business administration from Bethany College, Bethany, West Virginia; his master’s degree in business administration from Kent State University, Kent, Ohio and his J.D. from Cleveland-Marshall College of Law. He is a member of the Cleveland and Cuyahoga County bar associations.

Buxton is a Certified Financial Planner (CFP®), a Certified Exit Planning Advisor (CEPA®), Chartered Financial Consultant (ChFC®), a and Chartered Life Underwriter (CLU®).

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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend
  • Opportunity for questions and feedback
  • All participants receive a copy of the webinar materials after the event.
  • 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.
  • Unbiased third-party family business education
  • 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.
 
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