Up Next:

  • June 1, 2023

Trending Wealth Transfer Strategies

An Intentional Blueprint for Successful Family Businesses and Family Offices
Join Chad L. Reyes, Co-founder of Wealth & Legacy Group; Judy Pearson, Family Office and Trustee Liability Group Leader at Woodruff Sawyer; and David Shaw, Publishing Director at Family Business Magazine, for an impactful discussion on trending wealth transfer strategies.
2 PM ET | 11 AM PT


Chad L. Reyes

Entrepreneur, Speaker, Author and Coach, Wealth & Legacy Group

Judy Pearson

Family Office and Trustee Liability Group Leader, Woodruff Sawyer

David Shaw

Publishing Director, Family Business Magazine

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  • May 23, 2023

An Essential Guide to Private Investing

Please join Bruce Roberts, CEO, Carofin, and David Shaw, Publishing Director at Family Business Magazine, as they go over the 5 steps to better private investing for family offices and family businesses. A due diligence checklist will be available for download during the webinar.


TUESDAY, MAY 23, 2023
2 PM ET | 11 AM PT

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  • May 11, 2023

Encouraging Generational Entrepreneurship

Join Nate Imfeld, Litigation Senior Counsel, and Nate Christensen, Business Law Counsel at Foley Lardner; and David Shaw, Publishing Director at Family Business Magazine, as they discuss ways to foster philanthropic and for-profit entrepreneurship in the next generation.


THURSDAY, MAY 11, 2023
2 PM ET | 11 AM PT

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  • January 27, 2023


As a follow-up to last September's Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow for further exploration  of wealth strategies for family businesses.

This is a great opportunity to dive deeper into issues such as NextGen financial literacy, year-end tax planning and risks to family wealth. Sign up for one or all sessions and learn new ideas and strategies from our thought leaders. 

Our series begins Friday, December 2 and runs through February 3, 2023. All sessions begin at 1 PM ET. Check the schedule below for details.

Register at no cost and watch the sessions live or on-demand at your convenience.

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  • December 15, 2022

Changing the Family Wealth Discussion: The Implications of Wealth 3.0

Join Kristin Keffeler, Founder of Illumination360 and Chief Learning Officer at Johnson Financial Group; Mindy Kalinowski, Early, Chief Learning Officer at Family Office Exchange; Jeff Strese, Family Learning & Leadership Consultant at Family Office Exchange; and David Shaw, Publishing Director, Family Business Magazine to discuss Wealth 3.0 and share a seven-step process to help rising gens live impactful lives.


Thursday, December 15
2 PM ET | 11 AM PT
60 miuntes

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  • November 30, 2022

How to Embrace Technology Innovation in Your Family Business

Join John Silvani, president & CEO, Gravity Software and David Shaw, publishing director, Family Business Magazine as they share insights you can use to build the business case for investing in new technology.


Wednesday, November 30, 2022
2 PM ET | 11 AM PT
60 miuntes

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  • November 16, 2022

What It Takes to Be a Successful Family Business CEO

In a session moderated by BDO’s Brooke Anderson and Jeffrey Kane, Matt Binsfeld, 4th-generation President & CEO of J.F. Brennan Company; Colleen Moore Mezler, 2nd-generation President & CEO of Moore Research Services, Inc.; and Keith Hoogland, 3rd-generation CEO of Highland Ventures Ltd., along with David Shaw, Publishing Director of Family Business Magazine, will address the following topics and respond to audience questions and comments:

  • Business issues — inflation, risk, talent, potential recession
  • Leadership challenges in a family business — from the family and non-family perspective
  • The critical issue of planning for your own succession
  • Lessons learned and what you wish you had known


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  • 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

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  • 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


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  • 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


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  • 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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