Webinars

Up Next:

  • October 6, 2022

Ways for Family Businesses to Maintain Giving During Times of Economic Uncertainty

Join Vanguard Charitable's Julien Franklin, CAP®, Philanthropic Development Specialist, and Colleen Cashman, CAP®, Senior Manager, Premier Services and Strategy, along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at how to approach strategic philanthropy during uncertain times.

 

Thursday, October 6, 2022
2 PM ET | 11 AM PT
60 minutes

 

Speakers:

Julien Franklin, CAP®

Philanthropic Development Specialist, Vanguard Charitable

Colleen Cashman, CAP®

Senior Manager, Premier Services and Strategy, Vanguard Charitable

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

  • October 19, 2022

8 Steps for a Smooth Leadership Succession Process

Join Family Office Exchange’s founder, Sara Hamilton and Founding Partner of Vantage Leadership, Carl Robinson; along with Family Business Magazine publishing director, David Shaw, as they share experiences from other family enterprises and identify the 8 steps in the leadership succession process.

Tuesday, October 18, 2022
2 PM ET | 11 AM PT
60 miuntes

Speakers:

Sara Hamilton

Founder & Board Chair, Family Office Exchange (FOX)

Carol Robinson, Ph.D.

Founding Partner, Vantage Leadership

David Shaw

Publishing Director, Family Business Magazine

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Replays:

  • September 29, 2022

Formalizing Family Learning: A Pathway to NextGen Engagement, Cohesion, and Credibility

Join Family Office Exchange’s Mindy Kalinowski Earley, chief learning officer; Alison Getz Bates, 5th-generation family member, Globe Corporation; and David Shaw, publishing director, Family Business Magazine, for practical and simple ways to formalize your family learning.

Thursday, September 29, 2022
2 PM ET | 11 AM PT
60 minutes

 

Watch Now →

  • August 24, 2022

Purpose & Social Impact- the Changing Landscape for Family Enterprise

Please join Truist Wealth's Bill Lyons, Director, Center for Family Legacy; Oscarlyn Elder, Co-Chief Investment Officer; and Truist Securities' Kristin Watkins, Director, ESG Advisory and Intra-industry Coverage; along with David Shaw, Publishing Director, Family Business Magazine, to learn how businesses are capitalizing on the strategic opportunities in ESG/ sustainability to reduce risk and increase return, how families are finding common ground across generations to align their values with all of their shared assets and more about the many opportunities to amplify your impact.

 

Wednesday, August 24th
2 PM ET | 11 AM ET
60 minutes

 

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  • June 23, 2022

Inflation and Its Impact on Your Family and Business

 
Please join Sandip Bhagat, Chief Investment Officer at Whittier Trust, and David Shaw, Publishing Director at Family Business Magazine, for a discussion on inflation and its impact on your family business.
 
 
Thursday, June 23, 2022
2 PM ET | 11 AM PT
60 minutes

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  • June 9, 2022

Aligning Your Tax Strategy with Your Family’s Purpose, Vision and Values

Join Chad L. Reyes, co-founder of Wealth and Legacy Group, and David Shaw, publishing director at Family Business Magazine, as they discuss how a 5-step process can bring alignment to the family and their wealth.

Thursday, June 9, 2022
2 PM ET | 11 AM PT
60 minutes

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  • May 11, 2022

Unhappy Family: How to Manage Conflict and Risk in Family Offices

Join Nate Imfeld, Senior Counsel at Foley & Lardner LLP, and David Shaw, Publishing Director at Family Business Magazine, who will identify, explain and offer ways to mitigate the most important risks involved in setting up and managing a family office.

Wednesday, May 11, 2022
2 PM ET | 11 AM PT
60 minutes

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  • April 12, 2022

How to Protect the Business Family from Cyberattacks

Join BlackCloak’s Founder and CEO, Dr. Chris Pierson, along with Morey H. Goldberg, Founder and CEO, Rose Glen LLC, and David Shaw, Family Business Magazine’s Publishing Director, for a discussion of primary threats and vulnerabilities, controls and defenses that can mitigate risks, and best practices for protecting your online privacy and cybersecurity.

TUESDAY, APRIL 12, 2022
2 PM ET | 11 AM PT
60 MINUTES

 

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  • April 7, 2022

Balancing Legacy and Innovation in the Family Business

Please join Brad Mountz, 2nd-generation owner of Mountz, Inc., and his daughter, Olivia Mountz, Director of Marketing, as they speak with Jeff Viets, senior member of the Sales Strategy team at Oracle Netsuite, and Amy Cosper, Editor-in-Chief, Family Business Magazine. Brad and Olivia will share their insights about training the next generation for future leadership roles, incorporating new technology into their processes, and the impact of change on the business.

THURSDAY, APRIL 7
2 PM ET | 11 AM PT

60 MINUTES

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  • March 24, 2022

Philanthropy as a Strategic Tool for Family Legacy & Continuity

Join Whittier Trust’s Ashley Fontanetta, Vice President, Philanthropic Services; Channing Grigsby, Vice President, Philanthropic Services; and David Shaw, Publishing Director, Family Business Magazine, as they provide an overview and best practices for NextGen philanthropy and family continuity.

Thursday, March 24, 2022
2 PM ET | 11 AM PT

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  • March 17, 2022

Recruiting Non-Family Executives

Please join Bridget Dueweke, Senior Vice President of Sales for Wolverine Solutions Group (a third-generation family business); Todd Hohauser, CEO at Harvey Hohauser & Associates; and David Shaw, Publishing Director, Family Business Magazine, for a 60-minute discussion on best practices for recruiting non-family executives.

Thursday, March 17, 2022
2 PM ET | 11 AM PT

 

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  • March 9, 2022

ESG for Boards, Private, Closely Held and Family-Owned Businesses — A Lasting Legacy

A special conversation with Professor Robert G. Eccles

Join us for this important ESG discussion with Professor Robert G. Eccles, Visiting Professor of Management Practice, Saïd Business School, Oxford University; Maha Eltobgy, Chief Sustainability Officer and Managing Director, Brightstar Capital; and David Shaw, Publishing Director, Family Business Magazine.

 

Wednesday, March 9, 2022
2 PM ET | 11 AM PT
60 minutes

 

Watch Now →