Webinars
Up Next:
- 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.
Speakers:
John Silvani
President & CEO, Gravity Software
David Shaw
Publishing Director, Family Business Magazine
Upcoming:
- December 2, 2022
LUNCH & LEARN SERIES 2022
As a follow-up to 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 January 27, 2023. All sessions begin at 1 PM ET. Check the schedule below for details.
Register at no cost and watch the sessions on-demand at your convenience.
Speakers:
Replays:
- November 12, 2021
Lunch & Learn Webinar Series: November 12
1 PM ET | 10 AM PT
60 minutes
- October 29, 2021
Lunch & Learn Webinar Series: October 29
Lunch & Learn Series: October 29
1 PM ET | 10 AM PT
60 minutes
- October 22, 2021
Lunch & Learn Webinar Series: October 22
Lunch & Learn Series: October 22
1 PM ET | 10 AM PT
60 minutes
- October 15, 2021
Lunch & Learn Webinar Series: October 15
Lunch & Learn Series: October 15
1:00 PM ET | 10 AM PT
60 minutes
- 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
- 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
- September 14, 2021
Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid
Join Whittier Trust’s Senior Vice President Matthew W. Markatos, CFA, and Vice President Elizabeth M. Anderson, CEPA, along with Family Business Magazine’s Publishing Director, David Shaw, as they cover the critical issues surrounding the sale of a family business. Senior-generation family members in the business and NextGens in or out of the business will leave this session with a clear sense of the benefits and complications of either approach. They also will recognize the financial and emotional risks of not planning.
- August 31, 2021
How Cryptocurrency Fits into a Broader Investment Strategy
Please join Galaxy Digital’s Head of Asset Management, Steve Kurz, and Family Business Magazine’s Publishing Director, David Shaw, for a straightforward primer on:
• The cryptocurrency landscape
• Segmenting the digital asset class
• Digital assets as an investment and how to access exposure
Tuesday, August 31, 2021
2:30 PM ET | 11:30 AM PT
60 minutes
- August 18, 2021
Money & Relationships in the Family
Join Truist Wealth’s David Herritt, Head of Center for Family Legacy, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the complexities of money and relationships inside and outside of the family business.
Wednesday, August 18, 2021
2 PM ET | 11 AM PT
60 minutes
- August 3, 2021
Best Practices When Considering a Single Family Office Structure
Join Morgan Stanley’s Managing Director, Head of Single Family Office Advisory, Valerie Wong Fountain, who leads the single family office advisory team; Managing Director, Marc Richman, and Senior Vice President, Brian Bernhardt, along with Family Business Magazine's Publishing Director, David Shaw, for an informative discussion on structuring a single family office for your business.
Tuesday, August 3, 2021
2 PM ET | 11 AM PT
60 minutes