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

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Upcoming:

Replays:

  • 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

 

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  • May 14, 2020

Caring for the Family Business During Challenging Times

Join Bob Buchanan, National Director of Business Transition Planning for The Private Bank at Wells Fargo, Nancy Amick, Senior Director for the Institute for Family Culture at Abbot Downing, and Barbara Spector, editor-in-chief of Family Business Magazine, for a discussion of planning strategies that strengthen the family unit.

Caring for the Family Business During Challenging Times
Thursday, May 14, 2020

2 PM ET | 11 AM PT

 

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  • May 6, 2020

Emerging Stronger After Times of Crisis: Leadership Lessons from 100+ year Family Enterprises

Emerging Stronger After Times of Crisis: Leadership Lessons from 100+ year Family Enterprises
A conversation with Dennis Jaffe, PhD and Thomas Epperson, EdD

Wednesday, May 6, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

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  • April 22, 2020

Wealth Planning in Today’s Volatile Environment

Join Whittier Trust’s Victoria Kahn, Senior Vice President, Nevada Regional Manager, Nevada Office, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss wealth planning strategies for your family in the face of volatile markets.

Wealth Planning in Today’s Volatile Environment
Wednesday, April 22, 2020
2pm ET | 11am PT

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  • April 14, 2020

Accessing your Resilience: Real Stories and Tips for Family Businesses to Deploy in a Crisis

Join Debbie Bing, President & Principal, and Nancy Drozdow, Founder & Principal of CFAR, along with David Shaw, Publishing Director of Family Business Magazine as they share real stories and helpful tips for staying resilient during the current climate.

Accessing your Resilience: Real Stories and Tips for Family Businesses to Deploy in a Crisis
Tuesday, April 14, 2020
3pm ET | 12 pm PT
60 minutes

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  • April 7, 2020

COVID-19: Navigating Your Family Enterprise Through Uncharted Waters

Join PwC's Jonathan Flack, US Family Enterprises and Business Leader, Belinda Sneddon, Managing Director, Family Enterprise Advisory Services, and Danielle Valkner, US Family Office Leader, and David Shaw, Publishing Director, Family Business Magazine, as they discuss these critical issues.

COVID-19: Navigating Your Family Enterprise Through Uncharted Waters

Tuesday, April 7, 2020
2 p.m. ET / 11 a.m. PT
60 minutes

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  • February 26, 2020

Professionalizing Your Family Enterprise Board

Join Carin Robinson, Director, Family Enterprise Advisory Services, PwC, Michael Bench, President, Jake's Finer Foods, and David Shaw, Publishing Director, Family Business Magazine, as they discuss how to approach and manage board development from a strategic and process-driven viewpoint.

Professionalizing Your Family Enterprise Board

Wednesday, February 26, 2020

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

60 minutes

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  • January 28, 2020

Should You Fire Your Child From the Business?

Join Gary Plaster, Family Business Strategist Leader from Baker Tilly; Greg Monday, Corporate Law and Trusts and Estates practice, Reinhart Boerner Van Deuren; Pete Vogel, CEO and fourth-generation owner of Vogel Bros. Building Co.; along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher, Family Business Magazine, as they share practical ways to avoid and/or resolve the complexities of working with your children.

Should You Fire Your Child from the Family Business?

Tuesday, January 28, 2020

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

60 minutes

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  • December 11, 2019

Managing Wealth's Generational Impact: Research, Case Studies and Successful Practices

Join Abbot Downing leaders Arne Boudewyn, Head of the Institute for Family Culture, and Lisa Featherngill, Head of Wealth and Legacy Planning, along with Family Business Magazine Executive Editor and Associate Publisher, Barbara Spector who will share best practices for managing generational wealth.

Managing Wealth's Generational Impact: Research, Case Studies and Successful Practices

Wednesday, December 11, 2019

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

60 minutes

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  • November 19, 2019

Ownership Transitions for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, Bill Watkins, Managing Director, Harris Williams, Julie Williams, Managing Director & National Director for PNC's ESOP Solutions, Mark Buxton, Sr. VP & Regional Director for PNC's Wealth Strategy, and April Hall, Senior Editor, Family Business Magazine, as they provide objective advice and a comprehensive process to evaluate your options.

Ownership Transitions for the Private Business Owner

Tuesday, November 19, 2019

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

60 minutes

 

 

 

Watch Now →