Webinars

Up Next:

  • 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

Speakers:

Jodi Rosen

Director of Business Development, Vanguard Charitable

Julien Franklin

Philanthropic Development Consultant, Vanguard Charitable

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

  • 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 PM PT
60 minutes

 

Speakers:

Melissa McCarthy

Managing Director and Head of the Corporate Advisory Center, PNC

Jonathan Lander

Senior Vice President & Senior Wealth Strategist, PNC Private Bank Hawthorn

Bill Watkins

Managing Director, Harris Williams

Mark Buxton

Senior Vice President & Wealth Strategist Regional Manager, PNC Private Bank

David Shaw

Publishing Director, Family Business Magazine

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Replays:

  • April 8, 2021

Preparing All Generations for Successful NextGen Entry into the Enterprise

Join Katelyn Husereau, Senior Manager of CFAR’s Family Enterprise practice, and special guest Josh Blank of the Arthur M. Blank Family of Businesses (Atlanta Falcons Football Club, Atlanta United Soccer Club, Mercedes-Benz Stadium, PGA Tour Superstore and AMB West), along with David Shaw, Family Business Magazine’s Publishing Director, as they provide a firsthand account of what the NextGen entry process is like and what families preparing for it might consider.

 

 

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  • March 30, 2021

Protecting Your Family Business in a Time of Disruption

Join Whittier Trust’s Brian Bissell, Senior Vice President and Client Advisor, and Caleb Silsby, Chief Portfolio Manager, along with David Shaw, Publishing Director, Family Business Magazine, as they discuss strategies for protecting your family business and family assets.

 

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  • March 10, 2021

Threats to Family Philanthropy

In this webinar, Lawson Bader, President and CEO of DonorsTrust; Elise Westhoff, President and CEO of the Philanthropy Roundtable; and David Shaw, Publishing Director, Family Business Magazine, will explore the potential threats to family philanthropy and what you can do about them.

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  • February 4, 2021

Planning and the Biden Administration: What to Expect and Do When You’re Expecting… Changes to the Tax Code!

Join senior wealth planners, Ali Hutchinson, Stacia Kroetz and Anne Warren from Brown Borthers Harriman (BBH) and David Shaw, Publishing Director, Family Business Magazine, as they discuss tax planning considerations for your business and your family, and changes that you may want to consider in 2021. They will also address the importance of communication around these issues and why the best planning can still fail when communication falters.

Thursday, February 4, 2021
2 PM ET | 11 AM PT
60 minutes

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  • December 17, 2020

Engaging the Next Generation in Your Philanthropy

Please join us as we explore the promise and challenge of next-generation philanthropy. Two generations of the Charles R Wood Foundation will discuss intergenerational foundations and engaging the next generation of private foundation stewards, moderated by Foundation Source and Family Business Magazine’s Publishing Director, David Shaw.

Thursday, December 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

 

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  • December 2, 2020

Unloved and Overlooked Investment Opportunities for the Family Office During a Pandemic

Join Drexel Morgan’s Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, Portfolio Manager, along with Family Business Magazine’s Publishing Director, David Shaw, for a discussion on the current and future investment environment for family offices.

Wednesday, December 2, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • November 17, 2020

The Essentials of Family Governance: What Every Family Business Owner Should Know

Join GenSpring SunTrust Private Wealth’s David Herritt, Head of GenSpring Family Office Services, and Managing Director, GenSpring Family Office Services, Carolann Grieve; along with Family Business Magazine’s Publishing Director, David Shaw, as they discuss what every family business should know about good family governance.

Tuesday, November 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

 

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  • November 11, 2020

What Does It Take to Be an Exceptional Family Business CEO?

In a session moderated by Brooke Anderson and Jeffrey Kane of BDO, Mariah Weyland Gratz, CEO of Weyland Ventures; Robert Underbrink, president and CEO of King Ranch Inc.; and Todd Schurz, president and CEO of Schurz Communications, Inc., will offer insights into what it takes to achieve true leadership success.

Wednesday, November 11, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • October 27, 2020

Why Employees Should Think Like Business Owners: Maximizing Business Value through Employee Engagement and Financial Wellness

Join Amy Carenza, Managing Director, Corporate & Institutional Bank, PNC; Matt Evans, Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC; and David Shaw, Publishing Director, Family Business Magazine as they discuss strategies for maximizing business value.

Tuesday, October 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • October 21, 2020

Current Trends in Family Philanthropy: Making a Lasting Impact

Join Glenmede’s Nina Cohen, Director of Endowment and Foundation Advisory, Mark Hays, Director of Sustainable and Impact Investing, and John McCabe, Chief Fiduciary Counsel, along with David Shaw, Publishing Director, Family Business Magazine, as they discuss how to make the greatest impact and move your philanthropic mission forward.

Wednesday, October 21, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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