Webinars
Replays:
- July 13, 2023
Preparing Your Family Business for Sale – Even When It’s Not Your Intent
Please join Eide Bailly’s Amber Ferrie, partner/transaction advisory practice leader; Matt Labernik, partner; Kristin Taffe, business valuation senior manager; and Family Business Magazine’s publishing director, David Shaw, as they discuss ways to prepare your family business for sale — even if that was never your intention.
- June 29, 2023
ESOPs: A tax-efficient exit strategy
Is your company a good ESOP candidate? Join UBS – The Buetel Wealth Management Group’s Senior Vice Presidents, Brian Charles Buetel, CPWA®, CEPA, CTFA and Cameron Buetel, CFP®, CEPA; Managing Director, UBS Private Wealth Management-The Capital ESOP Group, Nick J. Francia; and Family Business Magazine’s Publishing Director, David Shaw, to determine if this type of strategy aligns with your business’s specific goals and circumstances.
Thursday, June 29, 2023
2 PM ET | 11 AM PT
60 minutes
- June 1, 2023
Trending Wealth Transfer Strategies
- May 23, 2023
An Essential Guide to Private Investing
Please join Bruce Roberts, CEO, Carofin, and David Shaw, Publishing Director at Family Business Magazine, as they go over the 5 steps to better private investing for family offices and family businesses. A due diligence checklist will be available for download during the webinar.
- May 11, 2023
Encouraging Generational Entrepreneurship
Join Nate Imfeld, Litigation Senior Counsel, and Nate Christensen, Business Law Counsel at Foley Lardner; and David Shaw, Publishing Director at Family Business Magazine, as they discuss ways to foster philanthropic and for-profit entrepreneurship in the next generation.
THURSDAY, MAY 11, 2023
2 PM ET | 11 AM PT
- 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