Webinars

Managing Cyber Threats and Privacy Concerns of Generative AI: Insights for family businesses and family offices

Learn what you should do to adapt your industry leading practices and safeguard your family and business from potential risks associated with the evolving generative AI (GenAI) landscape. Thursday, Mar 7, 2024 2:00 PM ET

Past Webinars

Legacy and Leadership: Preparing the Next Generation of Entrepreneurial Families

Growing up in a family of means brings unique challenges around handling the family business, legacy, and charting your own success. Tuesday, Feb 6, 2024 2:00 PM EST

Optimize the Growth and Value of Your Family Business

The decisions you make today are crucial in determining the trajectory of your organization, including preparation for transition and exit. These smart business decisions rely on effective budgeting, forecasting, financial modeling, and performance monitoring.

The Successful Family Business CEO

Join Callie Zamzow, Co-CEO, Zamzows, and CEO, Dynamite Specialty Products; Steve Henn, CEO, IDEAL Industries; and Mary Lisle Landhuis, President, Lisle Corporation, who will offer insights into what it takes to achieve true leadership success.

Preparing Your Family Business for Sale – Even When It’s Not Your Intent

Please join Eide Bailly’s Amber Ferrie, partner/transaction advisory practice leader; Matt Labernik, partner; Kristin Taffe, business valuation senior manager; and Family Business Magazine’s publishing...

ESOPs: A tax-efficient exit strategy

Is your company a good ESOP candidate?  Join UBS – The Buetel Wealth Management Group’s Senior Vice Presidents, Brian Charles Buetel, CPWA®, CEPA, CTFA...

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...

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...

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,...

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;...

LUNCH & LEARN SERIES 2022-2023

As a follow-up to last September's Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow...