Webinars

  • 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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  • August 5, 2020

Leadership & Influence in the Family Business — an interactive session with Dr. Tom Epperson

Join Dr. Tom Epperson, EdD, President, InnerWill Leadership Institute, and David Shaw, Publishing Director, Family Business Magazine in an interactive discussion on how to ethically and effectively influence others.

Wednesday, August 5, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • July 7, 2020

Moving Forward: Reimagining the Family Business

Join PwC’s Jonathan Flack, US Family Enterprises and Business Leader, and Claudia Montgomery, Managing Director, Workforce of the Future; along with Anne Eiting Klamar, M.D., Chair, Midmark Corporation and Barbara Spector, Editor-in-Chief, Family Business Magazine as they discuss critical matters of moving the family business forward.

Tuesday, July 7, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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  • June 30, 2020

Giving Matters: Build a legacy of impact during times of crisis and beyond

Join Cindy VanAmburgh, Senior Philanthropic Executive, Vanguard Charitable; Jodi Rosen, Director of Strategic Development, Vanguard Charitable; and Barbara Spector, Editor-in-Chief, Family Business Magazine for a discussion about how to maximize your family’s charitable impact.

Tuesday, June 30, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • June 25, 2020

Thinking Clearly in a Crisis: A discussion on making good family business decisions in a stressful environment

Join Drexel Morgan Capital Advisers’ Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, CFA, Portfolio Manager, along with Barbara Spector, Editor-in-Chief, Family Business Magazine. as they discuss the implications and impact of behavioral biases on your family business.

Thursday, June 25, 2020
2 p.m. ET | 11 a.m. PT
60 mi
nutes

 

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  • June 19, 2020

Recovering from the Pandemic: Lessons Learned from COVID-19

Join us for Family Business Strategy Week on June 15-19, 2020 for a weeklong series of once-a-day, one-hour webinars covering a wide range of topics that address the family businesses' role in rebuilding the company and the economy from the COVID-19 pandemic. Each webinar will feature key family business members and thought leaders in conversational-style discussions that address key aspects of the recovery process.

Why attend?

  • The Family Business Strategy Week is specifically designed for family members of multi-generational family businesses.
  • You may attend one or more of the events live or on demand. You will have the opportunity to ask questions during the live event(s).
  • On-demand access: no matter how many live events you attend, you will have full access to all replays, supporting thought leadership materials and exclusive survey results.

Best of all — registration for this special event is free. Register for one, two or all five events, but please note that there is a mximum of 500 of each session, so secure your spot today!

 

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  • May 27, 2020

Buy, Sell or Simply Weather the Storm — Dealmaking in Today’s Uncertain Environment

Join James Minich, Managing Director, Capital Advisory Services, BMO Family Office; Kyle Crowe, Managing Director, Mergers and Acquisitions, BMO Capital Markets; Robert Harrod, Director, BMO Harris Corporate Advisory; and Barbara Spector, Editor-in-Chief, Family Business Magazine for a discussion of practical considerations for business owners in today’s climate.

Wednesday, May 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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  • May 14, 2020

Caring for the Family Business During Challenging Times

Join Bob Buchanan, National Director of Business Transition Planning for The Private Bank at Wells Fargo, Nancy Amick, Senior Director for the Institute for Family Culture at Abbot Downing, and Barbara Spector, editor-in-chief of Family Business Magazine, for a discussion of planning strategies that strengthen the family unit.

Caring for the Family Business During Challenging Times
Thursday, May 14, 2020

2 PM ET | 11 AM PT

 

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