Upcoming Webinar

Our webinars include a slide presentation and live discussion among the members of the Family Business Alliance. Everyone who attends the webinar - by connecting via phone and internet from their own office - can ask questions and also participate in the discussion.

To participate in the webinar, simply call the conference number indicated below and enter the access code when requested. The slide show can be accessed via your internet connection by clicking on "Live Online Access" below.

Risk Management: Protecting Assets and Employees in a Difficult Economy


Time:

Wednesday, June 17, 2009, 12:00 - 1:00

Online Access:

Live Online Access

PowerPoint Presentation:

Download PowerPoint File

Description:

Family business owners, managers and family members are welcome to join our complementary webinars from the comfort of their office or home. We are scheduling our webinars at lunch time – so you can participate as you eat lunch. We know that people in family businesses like to multitask!!

We think that you will come away from the webinar saying to yourself: "Wow, I had no idea that some of these items were so critical to the success of my business” and ”So much has changed over time, I really need to pay attention to this!”

Description:

Specific issues to be addressed include:
  • How can a down economy lead to risky decisions?
  • What was the role of the commercial insurance agent?
  • How has it changed and why?
  • What are the important issues and characteristics of a business that an insurance carrier focuses on?
  • What is “Risk Management” and how does it relate to commercial insurance?
  • Why is all of this important? What financial effect does this have on my business?

Conference Number(s):

(518) 825-1300 access code: 16475#
For access problems during the webinar, please call 734-395-1730 for assistance.


Previous Webinars


Managing Through the Credit Crunch



Time:

Tuesday, January 27, 2009, 12:00 - 1:00

Online Access:

Live Online Access

PowerPoint Presentation:

Download PowerPoint File

Description:

Family business owners, managers and family members are welcome to join our complementary webinars from the comfort of their office or home. We are scheduling our webinars at lunch time – so you can participate as you eat lunch. We know that people in family businesses like to multitask!!

Description:

Specific issues to be addressed include:
  • Causes of the credit crunch
  • Effects on owner managed family businesses
  • Action steps to maintain liquidity and access to capital
  • Previous strategy: “Know your banker”
  • Present strategy: “Know your banker and your bank”

Conference Number(s):

(518) 825-1300 access code: 22105#
For access problems during the webinar, please call 734-395-1730 for assistance.


Navigating the "People" Aspects of Estate Planning

Time:

Tuesday, October 21, 2008, 12:00 - 1:00

Online Access:

Live Online Access

PowerPoint Presentation:

Download PowerPoint File

Description:

This webinar will address issues such as:
  • How are estate planning and succession planning intertwined?
  • What can happen when the "people" aspects of estate planning are not handled effectively?
  • Should shares be divided equally among the next generation?
  • If not, how can this be discussed with those who will not get shares?
  • What about voting versus non-voting shares?
  • How can I effectively talk with family members about these issues?
  • What are other "tools" that can help in navigating the "people" aspects of estate planning?

Conference Number(s):

(518) 825-1300 access code: 32342#
For access problems during the webinar, please call (419) 248-2600 for assistance.

 

Feel free to listen to any of our previous webinars. You can stream the audio files and watch the presentations.

- no current webinars availabe. Please check back soon.

Our services include:
  • Succession planning
  • Personal financial planning
  • Estate planning
  • Strategic business planning
  • Building family teams
  • Boards of directors and advisors
  • Communication and conflct resolution
  • Development of the next generation