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.
Speakers:
John Silvani
President & CEO, Gravity Software
David Shaw
Publishing Director, Family Business Magazine
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:
Replays:
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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.
- May 22, 2018
Valuing the Family- and Privately Owned Business
Valuing the Family- and Privately Owned Business
2 p.m. ET/11 a.m. PT
- April 24, 2018