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

Read More →

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:

Read More →

Replays:

  • July 22, 2021

Benefits of a Delaware Trust: A Valuable Vehicle for Business Owners and Their Families

Join Glenmede’s Linda Manfredonia, Delaware Regional Director and President and CEO of The Glenmede Trust Company of Delaware, and John McCabe, Chief Fiduciary Counsel, along with David Shaw, Publishing Director, Family Business Magazine, for a discussion of how business owners and their families might benefit from a Delaware trust.

Tuesday, July 22, 2021
2 PM ET | 11 AM PT
60 minutes

Watch Now →

  • July 8, 2021

Tax Update: How Proposed Tax Changes Could Impact Family-Owned Businesses

Join BMO’s Pratik Patel and Dave Bensema, CPA, CFP,  Managing Directors with BMO Family Office, along with David Shaw, Publishing Director, Family Business Magazine to learn about the potential benefits that the recent tax updates may have for you and your family business in the future.

Thursday, July 8, 2021
2 PM ET | 11 AM PT
60 Minutes

 

Watch Now →

  • June 24, 2021

Sell? Buy? Give? Considerations for a Family Enterprise Transition

Join PwC's Claudio DeVellis, Tax Partner, Personal Financial Services, Irene Estrada, Tax Managing Director, and David Shaw, Publishing Director, Family Business Magazine, as they discuss the critical issues surrounding a family enterprise transition.

 

Watch Now →

  • June 15, 2021

Real Estate in Family Trusts: Critical Mistakes and How To Avoid Them

Join Whittier Trust’s Juliana Ricks, Vice President of Real Estate, and Tom Frank, Executive Vice President of Client Advisory Services, along with moderator David Shaw, Publishing Director, Family Business Magazine, as they discuss different family scenarios related to holding real estate in family trusts.

Tuesday, June 15, 2021
2 PM ET | 11 AM PT
60 minutes

Watch Now →

  • June 4, 2021

The Tax Man Cometh: The Biden Administration and Wealth Planning Considerations

Join Brown Brothers Harriman's Scott Clemons, Partner and Chief Investment Strategist; and Ali Hutchinson, Senior Wealth Planner; along with moderator, David Shaw, Publishing Director, Family Business Magazine, as they explore the administration’s wealth and tax planning proposals. 

Thursday, June 3
2 PM ET | 11 AM PT
60 minutes

Watch Now →

  • May 18, 2021

The Role of the Family Enterprise in Support of the Family Business

Join Family Office Exchange’s Gaby Griffin, Market Leader, Business Owners and Family Office Executives; and Scott Winget, Market Leader, Enterprise Families; along with David Shaw, Family Business Magazine’s Publishing Director, as they examine the role of the family enterprise in support of the family business.

Tuesday, May 18, 2021
2 PM ET | 11 AM PT

Watch Now →

  • 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.

 

 

Watch Now →

  • 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.

 

Watch Now →

  • 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.

Watch Now →

  • 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

Watch Now →