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
Replays:
- 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
- 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.
- 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.
- 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.
- 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
- December 17, 2020
Engaging the Next Generation in Your Philanthropy
Please join us as we explore the promise and challenge of next-generation philanthropy. Two generations of the Charles R Wood Foundation will discuss intergenerational foundations and engaging the next generation of private foundation stewards, moderated by Foundation Source and Family Business Magazine’s Publishing Director, David Shaw.
Thursday, December 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- December 2, 2020
Unloved and Overlooked Investment Opportunities for the Family Office During a Pandemic
Join Drexel Morgan’s Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, Portfolio Manager, along with Family Business Magazine’s Publishing Director, David Shaw, for a discussion on the current and future investment environment for family offices.
Wednesday, December 2, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- November 17, 2020
The Essentials of Family Governance: What Every Family Business Owner Should Know
Join GenSpring SunTrust Private Wealth’s David Herritt, Head of GenSpring Family Office Services, and Managing Director, GenSpring Family Office Services, Carolann Grieve; along with Family Business Magazine’s Publishing Director, David Shaw, as they discuss what every family business should know about good family governance.
Tuesday, November 17, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- November 11, 2020
What Does It Take to Be an Exceptional Family Business CEO?
In a session moderated by Brooke Anderson and Jeffrey Kane of BDO, Mariah Weyland Gratz, CEO of Weyland Ventures; Robert Underbrink, president and CEO of King Ranch Inc.; and Todd Schurz, president and CEO of Schurz Communications, Inc., will offer insights into what it takes to achieve true leadership success.
Wednesday, November 11, 2020
2 p.m. ET | 11 a.m. PT
60 minutes
- October 27, 2020
Why Employees Should Think Like Business Owners: Maximizing Business Value through Employee Engagement and Financial Wellness
Join Amy Carenza, Managing Director, Corporate & Institutional Bank, PNC; Matt Evans, Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC; and David Shaw, Publishing Director, Family Business Magazine as they discuss strategies for maximizing business value.
Tuesday, October 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes