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:

  • August 29, 2018

How to Make a Family Donor-Advised Fund Work for You

Join Lawson Bader, President and CEO of DonorsTrust and Donors Capital Fund, James Piereson, President of the William E. Simon Foundation, and Family Business Magazine’s Publishing Director David Shaw for the hows and whys of integrating a donor-advised fund into your family’s philanthropic plan.

How to Make a Family Donor-Advised Fund Work for You

  2 p.m. ET/11 a.m. PT

60 minutes

 

Watch Now →

  • August 8, 2018

5 TAX REFORM STRATEGIES FOR FAMILY BUSINESS OWNERS

Join Wilmington Trust's Alvina H. Lo and Jonathan Fitzgerald, and David Shaw of Family Business Magazine for an in-depth discussion of five tax reform strategies for family businesses.

5 Tax Reform Strategies for Family Business Owners
 
Thursday, August 9, 2018
  2 p.m. ET/11 a.m. PT

 

60 minutes

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  • May 22, 2018

Valuing the Family- and Privately Owned Business

Join Stuart Smith of M&T Bank Investment Banking, John Lindak of Wilmington Trust and David Shaw of Family Business Magazine for the answers to your business valuation questions.
 

Valuing the Family- and Privately Owned Business

Wednesday May 23, 2018

  2 p.m. ET/11 a.m. PT

60 minutes

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  • April 24, 2018

Is a Family Office Right For you?

Join Alison Norris, Director, Family Office, The Biltmore Company, and Charlie Carr and Belinda Sneddon of PwC's Family Enterprise Advisory Services, for the answers to your family office questions.
 
Is a Family Office Right for You?
What family businesses need to know about starting and building a family office
 
Wednesday April 25, 2018
2 p.m. ET/11 a.m. PT
60 minutes

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  • November 12, 2017

Responsible Investing

Your family values are strong. Are those values reflected in your investment strategy?
 
RESPONSIBLE INVESTING
Aligning Your Portfolio with Your Values
 
Monday, November 13, 2017
1 p.m. ET/10 a.m. PT
60 minutes

Watch Now →

  • June 27, 2017

Taxes: The Good, the Bad and the Alpha

Join Family Business Magazine's Peter Begalla, and Yolanda Plaza-Charres, Joseph Mukurazita and Mike Frederick of SEI Private Wealth Management for a discussion on the tax strategies family businesses/enterprises can put to work now.

Taxes: The Good, the Bad and the Alpha

 
Wednesday, June 28, 2017
2 p.m. ET/11 a.m. PT
60 minutes

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  • June 6, 2017

Deconstructing Conflict: How to Understand and Manage Family Conflict Over Business, Wealth and Power

Join Family Business Magazine’s editor Barbara Spector, and Doug Baumoel and Blair Trippe from Continuity Family Business Consulting, for an in-depth discussion of strategies for family businesses to use to understand and manage conflict.

Deconstructing Conflict: How to Understand and Manage Family Conflict Over Business, Wealth and Power

Wednesday, June 7, 2017
2pm ET/11 am PT
60 Minutes

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  • November 16, 2016

Connecting Succession and Estate Planning to Sustain Family Wealth--Mind the Gap!

Join family business owner Taylor Fernley, Wilmington Trust's Frederick M. Hopkins and Family Business Magazine's Barbara Spector for a robust discussion on how successful individuals coordinate their business succession plan with their personal estate plan to protect their investment in their business and sustain their family’s wealth

Mind the Gap! Connecting Succession and Estate Planning to Sustain Family Wealth

 
Thursday, November 17, 2016
2pm ET/11 am PT
60 minutes

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  • November 2, 2016

Discovering Family Values – A Guide to the Business of the Family

Join Mindy Rosenthal, Senior Vice President and Wealth Strategist for Hawthorn, PNC Family Wealth, and Peter Begalla, Family Business Magazine's Conference and Education Director, for a discussion on identifying and sustaining family values.

Discovering Family Values--A Guide to the Business of the Family

Thursday, November 3, 2016

2:00 p.m./11 a.m. PT

60 minutes

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  • August 8, 2016

Sustaining Wealth Across Generations: Rethinking your approach for family success

Join Family Business Magazine editor Barbara Spector and Doug Pugliese, Kristina Harshany and Steven Wittenberg of SEI Private Wealth Management for a sweeping discussion on how successful families sustain and grow wealth.
 
Sustaining Wealth Across Generations:
Rethinking your approach for family success
 
Tuesday August 9, 2016
2:00 p.m. ET/ 11 a.m. PT
60 minutes

 

Watch Now →