Webinars

Up Next:

  • 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

 

Speakers:

Bill Lyons

Director, Center for Family Legacy, Truist Wealth

Oscarlyn Elder

Co-Chief Investment Officer, Truist Wealth

Kristin Watkins

Director, ESG Advisory and Intra-industry Coverage, Truist Securities

David Shaw

Publishing Director, Family Business Magazine

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Upcoming:

Replays:

  • 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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  • November 30, 2021

How Family Business Leaders Can Help Drive Change

Whether you’re considering your career beyond the family business or adding philanthropy into the current mix, join us for a compelling discussion with Court and Robin Lorenzini, co-founders of The Lorenzini Family Foundation, along with Foundation Source’s National Director of Philanthropic Advisory Services, Elizabeth Wong and Family Business Magazine’s Publishing Director, David Shaw, for insights on what happens when you successfully transition beyond the business and channel that business energy to positively impact the community and your children.

Tuesday, November 30, 2021
2 PM ET | 11 AM PT
60 minutes

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  • November 19, 2021

Lunch & Learn Webinar Series: November 19

Lunch & Learn Series: November 19
1 PM ET | 10 AM PT
60 minutes

 

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  • November 17, 2021

What Does it Take to Be a Successful Family Business CEO?

In our November/December 2021 edition, Family Business Magazine recognizes a diverse group of family business CEOs for their exceptional leadership. To complement this special feature, we asked three of the CEOs to join us for a webinar discussion on the unique challenges and opportunities of leading a family-owned business.

Wednesday, November 17, 2021
2 PM ET | 11 AM PT
60 minutes

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  • November 12, 2021

Lunch & Learn Webinar Series: November 12

Lunch & Learn Series: November 12
1 PM ET | 10 AM PT
60 minutes

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  • October 29, 2021

Lunch & Learn Webinar Series: October 29

 

Lunch & Learn Series: October 29
1 PM ET | 10 AM PT
60 minutes

 

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  • October 22, 2021

Lunch & Learn Webinar Series: October 22

Lunch & Learn Series: October 22
1 PM ET | 10 AM PT
60 minutes

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  • October 15, 2021

Lunch & Learn Webinar Series: October 15

Lunch & Learn Series: October 15
1:00 PM ET | 10 AM PT
60 minutes

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  • 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 AM PT
60 minutes

 

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