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
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
Replays:
- October 8, 2020
Growing the Value of the Business Back: Positioning your family business for value creation
Join Erich Bergen, Manufacturing Advisory Services Director, Baker Tilly; Gary Plaster, Partner-in-Charge, Baker Tilly Center for Family Business Strategy; Jeffrey Brewster, Director, Valuation Services, Baker Tilly; and Family Business Magazine’s Publishing Director, David Shaw, as they discuss strategies for rebuilding growth and value for family-owned companies.
Thursday, October 8, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- September 22, 2020
Managing Personal Risk Within the Family Business
Join Kimberly Frasca-Delaney, Senior Vice President, Client Advisor at Whittier Trust; David Beeton, Private Risk Advisor and Assistant Vice President with the Private Client Group at Willis Towers Watson; and David Shaw, Publishing Director, Family Business Magazine, for a discussion of how families can use personal lines of insurance as a first line of defense.
Tuesday, September 22, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- August 25, 2020
Strategic Positioning for Family Business Owners: Back to Basics
Join Jennifer Messa, CEPA, Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®; Joseph Fahey, CFA, CEPA, National Director, Business Succession Planning at PNC; Julie Williams, Executive Vice President, ESOP Solutions at PNC; Mark Buxton, CFP®, ChFC, CLU, CEPA, Senior Vice President, Wealth Strategy Regional Director for PNC Wealth Management®; and David Shaw, Publishing Director, Family Business Magazine, as they get back to basics and discuss opportunities that may exist for your family business in today’s climate.
Tuesday, August 25, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- August 13, 2020
De-risking Family Business/Private Company Supply Chains
Join Gary A. Plaster, Partner-in-Charge, Baker Tilly Center for Family Business Strategy; Jeffrey S. Plaster, Managing Director/CEO, WILO USA; Paul Neblock, Managing Partner, APEX Management Partners; and David Shaw, Publishing Director, Family Business Magazine, as they discuss de-risking the supply chain and how to budget for, develop and execute a plan with minimal risks and impact on your family business.
Thursday, August 13, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- August 5, 2020
Leadership & Influence in the Family Business — an interactive session with Dr. Tom Epperson
Join Dr. Tom Epperson, EdD, President, InnerWill Leadership Institute, and David Shaw, Publishing Director, Family Business Magazine in an interactive discussion on how to ethically and effectively influence others.
Wednesday, August 5, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- July 7, 2020
Moving Forward: Reimagining the Family Business
Join PwC’s Jonathan Flack, US Family Enterprises and Business Leader, and Claudia Montgomery, Managing Director, Workforce of the Future; along with Anne Eiting Klamar, M.D., Chair, Midmark Corporation and Barbara Spector, Editor-in-Chief, Family Business Magazine as they discuss critical matters of moving the family business forward.
Tuesday, July 7, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- June 30, 2020
Giving Matters: Build a legacy of impact during times of crisis and beyond
Join Cindy VanAmburgh, Senior Philanthropic Executive, Vanguard Charitable; Jodi Rosen, Director of Strategic Development, Vanguard Charitable; and Barbara Spector, Editor-in-Chief, Family Business Magazine for a discussion about how to maximize your family’s charitable impact.
Tuesday, June 30, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- June 25, 2020
Thinking Clearly in a Crisis: A discussion on making good family business decisions in a stressful environment
Join Drexel Morgan Capital Advisers’ Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, CFA, Portfolio Manager, along with Barbara Spector, Editor-in-Chief, Family Business Magazine. as they discuss the implications and impact of behavioral biases on your family business.
Thursday, June 25, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- June 19, 2020
Recovering from the Pandemic: Lessons Learned from COVID-19
Join us for Family Business Strategy Week on June 15-19, 2020 for a weeklong series of once-a-day, one-hour webinars covering a wide range of topics that address the family businesses' role in rebuilding the company and the economy from the COVID-19 pandemic. Each webinar will feature key family business members and thought leaders in conversational-style discussions that address key aspects of the recovery process.
Why attend?
- The Family Business Strategy Week is specifically designed for family members of multi-generational family businesses.
- You may attend one or more of the events live or on demand. You will have the opportunity to ask questions during the live event(s).
- On-demand access: no matter how many live events you attend, you will have full access to all replays, supporting thought leadership materials and exclusive survey results.
Best of all — registration for this special event is free. Register for one, two or all five events, but please note that there is a mximum of 500 of each session, so secure your spot today!
- May 27, 2020
Buy, Sell or Simply Weather the Storm — Dealmaking in Today’s Uncertain Environment
Join James Minich, Managing Director, Capital Advisory Services, BMO Family Office; Kyle Crowe, Managing Director, Mergers and Acquisitions, BMO Capital Markets; Robert Harrod, Director, BMO Harris Corporate Advisory; and Barbara Spector, Editor-in-Chief, Family Business Magazine for a discussion of practical considerations for business owners in today’s climate.
Wednesday, May 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes