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

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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

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Replays:

  • October 9, 2019

Delaware Trust Advantages for Business Owners

Join Wilmington Trust's Jeffrey Wolken, Group Vice President and National Director of Fiduciary Startegies, and Alvina Lo, Chief Wealth Strategist, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the key advantages of establishing a trust in Delaware.

Delaware Trust Advantages for Business Owners

Retain control, protection and privacy for your most important asset

Thursday, October 10, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

 

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  • September 30, 2019

Strategic Positioning for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, and Mark Buxton, Sr. VP & Regional Director, Wealth Strategy, along with April Hall, Senior Editor, Family Business Magazine, as they take a look at the pros and cons, and financial implications of ownership transition.

Strategic Positioning for the Private Business Owner

Tuesday, October 1, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

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  • September 11, 2019

Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

 

Join Whittier Trust’s Victoria Kahn, Sr. Vice President, Nevada Regional Manager, Nevada Office and James Parks, Executive Director, CBIZ (a leading member of their Los Angeles office) Director, Board of Directors of Whittier Trust, along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the many advantages of establishing a trust in the state of Nevada.

Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

Thursday, September 12, 2019

2 p.m. ET/11 a.m. PT

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  • June 17, 2019

A Portfolio Approach to Planned Giving

Join DonorsTrust’s Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.

A Portfolio Approach to Planned Giving

Tuesday, June 18, 2019

2pm ET / 11am PT

60 minutes

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  • May 29, 2019

From Acquisitions to Exit Strategies: What every family business should know

Join our PwC partner leaders, Jon Flack and Fentress Seagroves, along with John Neretlis, Family Council Chair of Rowntree Enterprises, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as we discuss how to effectively plan and support the important decision-making process for family businesses.

FROM ACQUISITIONS TO EXIT STRATEGIES: What every family business should know

Thursday, May 30, 2019

2pm ET | 11am PT

60 minutes

  

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  • April 9, 2019

CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS

Join Tara Bahn, Director of Shareholder Services for the Clemens Food Group (a sixth-generation, billion-dollar family company), who will share her family’s experiences, Tom Frank, Executive Vice President and Northern California Regional Manager at Whittier Trust, and Barbara Spector, Family Business Magazine’s Editor-in-Chief and Associate Publisher, for an in-depth look at choosing a trustee for your family business.

CHOOSING THE RIGHT TRUSTEE FOR YOUR FAMILY BUSINESS

Wednesday, April 10, 2019

2 PM ET | 11 AM PT

 

 

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  • March 13, 2019

Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Join Jane Allen, Founder and former CEO of Counsel on Call, Greg Allen, Director, the Legility Board, and Gridiron Capital's Tom Burger, Managing Partner and Co-Founder, and Kevin Jackson, Managing Partner, for a case-study based discussion on engaging outside private investment in the family business.

Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Thursday, March 14, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

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  • February 20, 2019

Creating Stronger Foundations for the Future

Join Jon Flack, PwC US Family Enterprises Leader, Danielle Valkner, PwC US Family Office Leader and David Shaw, Publishing Director of Family Business Magazine, as they share interesting findings from this year’s survey and insights on what it takes to succeed as a family business. 

Creating Stronger Foundations for the Future

The latest findings from PwC’s US Family Business Survey

Thursday February 21, 2019

2 p.m. ET/11 a.m. PT

60 minutes

 

 

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  • January 30, 2019

3 Keys to Managing Family Enterprise Risk

Join Crystal & Company's Jonathan Crystal, third generation owner and Executive Vice President, and Linda Bourn, Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, both divisions of Alliant, along with David Shaw, Publishing Director of Family Business Magazine, as they discuss how family enterprises can build resilience through risk management planning.

3 KEYS TO MANAGING FAMILY ENTERPRISE RISK

Thursday January 31st, 2019

2 p.m. ET/11 a.m. PT

60 minutes

 

 

 

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  • September 18, 2018

Continuity and Succession Planning: 3 Steps to Reduce the Tension

Join Dave Juday, Director and Retired Chairman, IDEAL Industries, Inc., Charlie Carr and Belinda Sneddon, Managing Directors for PwC's US Family Enterprise Advisory Services group and David Shaw, Publishing Director of Family Business Magazine, as they discuss how to address the potential for tension in succession planning.

 Continuity and Succession Planning:  Three Steps to Reduce the Tension

Wednesday, September 19, 2018
  2 p.m. ET/11 a.m. PT
 
60 minutes

 

Watch Now →