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.

 

Wednesday, November 30, 2022
2 PM ET | 11 AM PT
60 miuntes

Speakers:

John Silvani

President & CEO, Gravity Software

David Shaw

Publishing Director, Family Business Magazine

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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:

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Replays:

  • 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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  • 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

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  • 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. 

 

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  • 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

 

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  • 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

 

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  • 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

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