Webinars

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  • December 31, 1969

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Replays:

  • November 30, 2021

How Family Business Leaders Can Help Drive Change

Whether you’re considering your career beyond the family business or adding philanthropy into the current mix, join us for a compelling discussion with Court and Robin Lorenzini, co-founders of The Lorenzini Family Foundation, along with Foundation Source’s National Director of Philanthropic Advisory Services, Elizabeth Wong and Family Business Magazine’s Publishing Director, David Shaw, for insights on what happens when you successfully transition beyond the business and channel that business energy to positively impact the community and your children.

Tuesday, November 30, 2021
2 PM ET | 11 AM PT
60 minutes

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  • November 17, 2021

What Does it Take to Be a Successful Family Business CEO?

In our November/December 2021 edition, Family Business Magazine recognizes a diverse group of family business CEOs for their exceptional leadership. To complement this special feature, we asked three of the CEOs to join us for a webinar discussion on the unique challenges and opportunities of leading a family-owned business.

Wednesday, November 17, 2021
2 PM ET | 11 AM PT
60 minutes

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  • October 29, 2021

Lunch & Learn Webinar Series: October 29

 

Lunch & Learn Series: October 29
1 PM ET | 10 AM PT
60 minutes

 

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  • October 22, 2021

Lunch & Learn Webinar Series: October 22

Lunch & Learn Series: October 22
1 PM ET | 10 AM PT
60 minutes

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  • October 15, 2021

Lunch & Learn Webinar Series: October 15

Lunch & Learn Series: October 15
1:00 PM ET | 10 AM PT
60 minutes

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  • October 5, 2021

Go or Grow?

Please join us for an informative discussion on navigating the decision facing many business owners today – is it time to sell your business, or should you continue to invest in growing shareholder value? Transitioning out of a business is probably the most important financial decision that a business owner will make during his or her lifetime. Statistics continue to show that while succession planning is considered to be a high priority for business owners, many have not planned appropriately. 

Tuesday, October 5, 2021
2 PM ET | 11 AM PT
60 minutes

 

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  • September 28, 2021

Creating Your Family’s Giving Legacy Through High Impact Philanthropy

Join speakers Jodi Rosen, CAP®, Vanguard Charitable’s Director of Business Development; and Julien Franklin, CAP®, Philanthropic Development Consultant; along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at your high impact philanthropic strategy.

Tuesday, September 28, 2021
2 PM ET | 11 AM PT
60 minutes

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  • September 14, 2021

Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid

Join Whittier Trust’s Senior Vice President Matthew W. Markatos, CFA,  and Vice President Elizabeth M. Anderson, CEPA, along with Family Business Magazine’s Publishing Director, David Shaw, as they cover the critical issues surrounding the sale of a family business. Senior-generation family members in the business and NextGens in or out of the business will leave this session with a clear sense of the benefits and complications of either approach. They also will recognize the financial and emotional risks of not planning. 

 

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  • August 31, 2021

How Cryptocurrency Fits into a Broader Investment Strategy

Please join Galaxy Digital’s Head of Asset Management, Steve Kurz, and Family Business Magazine’s Publishing Director, David Shaw, for a straightforward primer on:

•             The cryptocurrency landscape
•             Segmenting the digital asset class
•             Digital assets as an investment and how to access exposure

 

Tuesday, August 31, 2021
2:30 PM ET | 11:30 AM PT
60 minutes

 

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  • August 18, 2021

Money & Relationships in the Family

Join Truist Wealth’s David Herritt, Head of Center for Family Legacy, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the complexities of money and relationships inside and outside of the family business.

Wednesday, August 18, 2021
2 PM ET | 11 AM PT
60 minutes

 

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