Webinars
Up Next:
- March 6, 2023
FAMILY BUSINESS NEXTGEN 2023
Welcome to Family Business NextGen 2023 — a place for you to think intentionally about your role in the family business, the family and the outside world.
In March, we'll be hosting a weekly series of 5 daily one-hour webcasts to address the unique challenges and goals of the next generation of multigenerational family businesses. Each day we'll feature notable NextGen speakers and thought leaders in conversation-style discussions that address key aspects facing NextGens in family business today: governance, building credibility, legacy & impact, support networks and succession. You'll come away with new strategies you can put to use and new peers to add to your network.
Attending this event will allow you to:
- Learn from the successes (and missteps!) of other NextGen family business members
- Offer your own insights and ideas
- Earn a certificate of completion for use with your family and on your resume
- Network with other NextGeners
- Access the NextGen Resources Center with valuable articles and videos
No cost to attend. All that's required is your time.
To earn a Family Business Magazine Certificate of Completion, you must attend all five sessions and answer several polling questions in each session. Recordings of each session will be available, but viewing these will not create eligibility for a certificate.
Take a look at the agenda below and click through to reserve your place!
Speakers:
Audrey Darley Welch
Supply Partner Director, Darley Defense,W.S. Darley & Co.
Brittany McKee East
4th-Generation Family Member, McKee Foods
Sonya Ahola
Marketing & HR Consulting Divisions, Ahola
Julian Boyd
2nd-Generation Family Member, D'bo's Wings & More
Megan Green
Counsel and Engineering Manager, Weiler Products
Kate Began
President, Polycase
Celine Fitzgerald
3rd-Generation Family Member, Webb & O'Neill Capital Corp.
Aaron Chin
CEO, Organika
Sarah Fultz
3rd-Generation Family Member, Post Leasing & Sales Inc.
Replays:
- January 27, 2023
LUNCH & LEARN SERIES 2022-2023
As a follow-up to last 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 February 3, 2023. All sessions begin at 1 PM ET. Check the schedule below for details.
Register at no cost and watch the sessions live or on-demand at your convenience.
- December 15, 2022
Changing the Family Wealth Discussion: The Implications of Wealth 3.0
Join Kristin Keffeler, Founder of Illumination360 and Chief Learning Officer at Johnson Financial Group; Mindy Kalinowski, Early, Chief Learning Officer at Family Office Exchange; Jeff Strese, Family Learning & Leadership Consultant at Family Office Exchange; and David Shaw, Publishing Director, Family Business Magazine to discuss Wealth 3.0 and share a seven-step process to help rising gens live impactful lives.
- 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.
- November 16, 2022
What It Takes to Be a Successful Family Business CEO
In a session moderated by BDO’s Brooke Anderson and Jeffrey Kane, Matt Binsfeld, 4th-generation President & CEO of J.F. Brennan Company; Colleen Moore Mezler, 2nd-generation President & CEO of Moore Research Services, Inc.; and Keith Hoogland, 3rd-generation CEO of Highland Ventures Ltd., along with David Shaw, Publishing Director of Family Business Magazine, will address the following topics and respond to audience questions and comments:
- Business issues — inflation, risk, talent, potential recession
- Leadership challenges in a family business — from the family and non-family perspective
- The critical issue of planning for your own succession
- Lessons learned and what you wish you had known
- October 19, 2022
8 Steps for a Smooth Leadership Succession Process
Join Family Office Exchange’s founder, Sara Hamilton and Founding Partner of Vantage Leadership, Carl Robinson; along with Family Business Magazine publishing director, David Shaw, as they share experiences from other family enterprises and identify the 8 steps in the leadership succession process.
Tuesday, October 18, 2022
2 PM ET | 11 AM PT
60 miuntes
- October 6, 2022
Ways for Family Businesses to Maintain Giving During Times of Economic Uncertainty
Join Vanguard Charitable's Julien Franklin, CAP®, Philanthropic Development Specialist, and Colleen Cashman, CAP®, Senior Manager, Premier Services and Strategy, along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at how to approach strategic philanthropy during uncertain times.
Thursday, October 6, 2022
2 PM ET | 11 AM PT
60 minutes
- September 29, 2022
Formalizing Family Learning: A Pathway to NextGen Engagement, Cohesion, and Credibility
Join Family Office Exchange’s Mindy Kalinowski Earley, chief learning officer; Alison Getz Bates, 5th-generation family member, Globe Corporation; and David Shaw, publishing director, Family Business Magazine, for practical and simple ways to formalize your family learning.
Thursday, September 29, 2022
2 PM ET | 11 AM PT
60 minutes
- 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
- June 23, 2022
Inflation and Its Impact on Your Family and Business
2 PM ET | 11 AM PT
60 minutes
- June 9, 2022
Aligning Your Tax Strategy with Your Family’s Purpose, Vision and Values
Join Chad L. Reyes, co-founder of Wealth and Legacy Group, and David Shaw, publishing director at Family Business Magazine, as they discuss how a 5-step process can bring alignment to the family and their wealth.
Thursday, June 9, 2022
2 PM ET | 11 AM PT
60 minutes