Webinars

Up Next:

  • 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

Speakers:

Chad L. Reyes

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

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

Replays:

  • 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

 

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  • March 3, 2022

Legacy and Longevity: Investing in a Family Business Education

Join Kathleen Hoye, Consulting Principal, Family Business Advisory Services Team Leader at MCM CPAs & Advisors; Dennis Jaffe, Senior Research Fellow, BanyanGlobal Family Business Advisors; Vaughan Scott, Professor in Practice, MBA Programs, University of Louisville; and David Shaw, Publishing Director, Family Business Magazine for a discussion of the importance of family business education for sustaining success.

Thursday, March 3, 2022
2 PM ET | 11 AM ET
60 minutes

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  • February 15, 2022

Family Business Perspective: Thinking About Capital Partners and Types of Capital to Solve Your Business Needs

Please join Brian Block, Partner at Freedom 3 Capital, and family business owners Matt Michealis, third generation CEO, Emprise Bank, and Tom Wilky, CEO and Owner, Highway 89, along with David Shaw, Publishing Director, Family Business Magazine for a discussion about choosing and leveraging capital for your family business.

 

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  • February 2, 2022

2022 Insights for Family Businesses: Optimism in the Face of Uncertainty

Please join David Libertson, 2nd generation Owner & President, Ronin Gallery, Adam Zurawski, Solution Consultant, Oracle NetSuite, and David Shaw, Publishing Director at Family Business Magazine, for a discussion on the economic outlook affecting family businesses.

 

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  • January 26, 2022

The Lunch & Learn Webinar Series

As a follow-up to the 2021 Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow for further exploration on the topic of wealth strategies for family businesses.

 

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