Webinars

Up Next:

  • February 4, 2021

Planning and the Biden Administration: What to Expect and Do When You’re Expecting… Changes to the Tax Code!

Join senior wealth planners, Ali Hutchinson, Stacia Kroetz and Anne Warren from Brown Borthers Harriman (BBH) and David Shaw, Publishing Director, Family Business Magazine, as they discuss tax planning considerations for your business and your family, and changes that you may want to consider in 2021. They will also address the importance of communication around these issues and why the best planning can still fail when communication falters.

Thursday, February 4, 2021
2 PM ET | 11 AM PT
60 minutes

Speakers:

Ali Hutchinson

Senior Wealth Planner, Brown Brothers Harriman (BBH)

Stacia Kroetz

Senior Wealth Planner, Brown Brothers Harriman (BBH)

Anne Warren

Senior Wealth Planner, Brown Brothers Harriman (BBH)

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

Replays:

  • December 17, 2020

Engaging the Next Generation in Your Philanthropy

Please join us as we explore the promise and challenge of next-generation philanthropy. Two generations of the Charles R Wood Foundation will discuss intergenerational foundations and engaging the next generation of private foundation stewards, moderated by Foundation Source and Family Business Magazine’s Publishing Director, David Shaw.

Thursday, December 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

 

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  • December 2, 2020

Unloved and Overlooked Investment Opportunities for the Family Office During a Pandemic

Join Drexel Morgan’s Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, Portfolio Manager, along with Family Business Magazine’s Publishing Director, David Shaw, for a discussion on the current and future investment environment for family offices.

Wednesday, December 2, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • November 17, 2020

The Essentials of Family Governance: What Every Family Business Owner Should Know

Join GenSpring SunTrust Private Wealth’s David Herritt, Head of GenSpring Family Office Services, and Managing Director, GenSpring Family Office Services, Carolann Grieve; along with Family Business Magazine’s Publishing Director, David Shaw, as they discuss what every family business should know about good family governance.

Tuesday, November 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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  • November 11, 2020

What Does It Take to Be an Exceptional Family Business CEO?

In a session moderated by Brooke Anderson and Jeffrey Kane of BDO, Mariah Weyland Gratz, CEO of Weyland Ventures; Robert Underbrink, president and CEO of King Ranch Inc.; and Todd Schurz, president and CEO of Schurz Communications, Inc., will offer insights into what it takes to achieve true leadership success.

Wednesday, November 11, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • October 27, 2020

Why Employees Should Think Like Business Owners: Maximizing Business Value through Employee Engagement and Financial Wellness

Join Amy Carenza, Managing Director, Corporate & Institutional Bank, PNC; Matt Evans, Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC; and David Shaw, Publishing Director, Family Business Magazine as they discuss strategies for maximizing business value.

Tuesday, October 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • October 21, 2020

Current Trends in Family Philanthropy: Making a Lasting Impact

Join Glenmede’s Nina Cohen, Director of Endowment and Foundation Advisory, Mark Hays, Director of Sustainable and Impact Investing, and John McCabe, Chief Fiduciary Counsel, along with David Shaw, Publishing Director, Family Business Magazine, as they discuss how to make the greatest impact and move your philanthropic mission forward.

Wednesday, October 21, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • October 8, 2020

Growing the Value of the Business Back: Positioning your family business for value creation

Join Erich Bergen, Manufacturing Advisory Services Director, Baker Tilly; Gary Plaster, Partner-in-Charge, Baker Tilly Center for Family Business Strategy; Jeffrey Brewster, Director, Valuation Services, Baker Tilly; and Family Business Magazine’s Publishing Director, David Shaw, as they discuss strategies for rebuilding growth and value for family-owned companies.

Thursday, October 8, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

 

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  • September 22, 2020

Managing Personal Risk Within the Family Business

Join Kimberly Frasca-Delaney, Senior Vice President, Client Advisor at Whittier Trust; David Beeton, Private Risk Advisor and Assistant Vice President with the Private Client Group at Willis Towers Watson; and David Shaw, Publishing Director, Family Business Magazine, for a discussion of how families can use personal lines of insurance as a first line of defense.

Tuesday, September 22, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • August 25, 2020

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

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  • August 13, 2020

De-risking Family Business/Private Company Supply Chains

Join Gary A. Plaster, Partner-in-Charge, Baker Tilly Center for Family Business Strategy; Jeffrey S. Plaster, Managing Director/CEO, WILO USA; Paul Neblock, Managing Partner, APEX Management Partners; and David Shaw, Publishing Director, Family Business Magazine, as they discuss de-risking the supply chain and how to budget for, develop and execute a plan with minimal risks and impact on your family business. 

Thursday, August 13, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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