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Events

Whether it’s keeping up with family business trends, or discussing difficult family conversations, we're dedicated to furthering educating our clients to inspire necessary change in their family business.

Upcoming Events

September 14, 2021

8:00a - 9:30a

Zoom Meetings

Register

Family Business Book Club: Every Family's Business by Tom Deans

Silence is the destroyer of wealth and these questions get the family talking. Every Family's Business includes 12 questions to help guide this emotional transition. Prepare to unlearn everything you thought you know about family businesses, as he shares his own family secrets to transitioning three businesses over the course of 100 years for more than $100 million.

Past Events

June 1, 2021

12:00p - 1:00p

Zoom Meetings

May 18, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 36: Navigating Change Within the Family Enterprise

Succession - building a generational bridge to connect the generations. Governance - shared history, shared values, shared vision. Navigating disruption and business continuity.

May 11, 2021

8:00a - 9:30a

Zoom

Family Business Book Club: In the Company of Family

Join us as we host author Melissa Mitchell-Blitch to talk about her book "In the Company of Family: How to Thrive When Business is Personal"

May 4, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 35: Baseball, Hotdogs & Family Business

Ep 33 – Baseball, Hotdogs & Family Business. Tuesday, May 4th from 12pm EST until 1pm EST, listen in as we talk to the CEO of Zweigle’s Inc. Julie Camardo and CEO and COO of the Rochester Red Wings Naomi Silver multi-generational family business success and succession planning.

April 20, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 34: Advanced Exit Planning for the Family Business

Episode 34 Advanced Exit Planning for the Family Business with Josh Patrick & John Brown. The Family Biz Show is brought to you by Family, Wealth & Legacy.

March 23, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 32: Mike Sipple and Alan Aldworth

Join us Tuesday, March 23rd from noon till 1pm EST to listen as we talk to Mike Sipple Jr. And Alan Aldworth about the pros and cons of running the family business for the benefit of management, rather than for the shareholders and the risks that come with it.

February 9, 2021

12:00p - 1:00p

Zoom Meetings

Customer & Employee Experience For Family Business with Joey Coleman

Techniques to help family businesses leverage the extra trust afford them by both employees and customers  Why the first 100 days are so important for customer and employees and what you can do to enhance their experience  How to reduce customer and employee turnover and increase bottom line profits  How the best companies are retaining customers and employees and growing market share in uncertain times.

February 2, 2021

10:00a - 11:30a

Zoom

Family Business Book Club

Join our interactive group of family business owners just like you! The author, James (Jay) Hughes will be joining us for the discussion. This month we're talking about "Complete Family Wealth", and how to keep that wealth in the family for generations to come.

December 8, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: “Danger Will Robinson”: Ignoring non-managing family shareholders can undermine your business

Why is it important to involve the non-managing family shareholder? How do you give them a voice and what are some of the best practices when dealing with managing and non-managing shareholders? That's what we'll be discussing during this episode.

November 19, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Boundaries Within the Family Business

What are healthy boundaries, and why are they important to families in business? Today we talk about common myths about "boundaries", and 10 principles for creating and maintaining healthy boundaries when there aren't any currently in place in the professional setting.

November 10, 2020

8:00a - 9:30a

Zoom Meeting

October 27, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Family is the Heart of Family Business

Families are complex emotional systems. When families own businesses or work together, the complexities are magnified. Join this engaging episode as we host family business powerhouses Thomasina Williams and Kathy Wiseman.

October 20, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: The Game of Family Business. Who's on Your Team?

Sometimes the team that help you get where you are, can't help you get to where you want to be. Join us as we talk about how to identify the key attributes of a family advisor, the long-term impact of partnering with the right advisory team, and the balancing act of mentoring the next generation while doing that.

October 12, 2020

4:00p - 5:00p

Zoom Meetings

FWL Fireside Chat

Join us this week as we talk about the upcoming election, new market indicators, and some strategies that you and your family can utilize to "weather the storm" this fall as we face another controversial presidential election.

Event Registration