60-minute, topic-oriented, educational forums highlighting experts and family businesses
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Are You Operating Your Business or is it Operating You?
Engage with family business leaders who are working on growing their business while also striving for a work and life balance. How can you put systems and tools to work for you? Two professional certified EOS® implementers, Kyle Kangas of VTH Works and Sara B. Stern of The Sage Pages, will lead engaging breakout rooms for you to discuss your top issues and opportunities with fellow family business leaders. Join breakout rooms with other family business leaders who serve as Visionaries, Integrators, Leadership Team, Owner or Next Gen Leader. This session will be interactive, so come with your top issues to discuss and your cameras on!
Looking Ahead
When Enterprise and Family Needs Compete - The Benefits of Parallel Planning for Next Generation Owners
The way that next generation owners manage their family businesses can be impacted by unexpected factors. We’ll explore how business owners’ family culture around money and competence over their own personal finances affects business management style. Learn how next generation owners can break the money stigma, address generational money biases, and balance family financial needs with business needs through parallel planning.
Tax Law Changes
This year has brought changes in tax laws, which are resulting in higher taxes in many instances. Estate planning and business succession attorney Andrew J. Knutson of Thompson Law, Prof. and Adam Sweet who leads Eide Bailly’s Passthrough Entity Consulting Group will present their knowledge and insights of current tax law changes. Together they will explore the potential impact tax law changes are having – and will have - on individuals, families and businesses.
Past Webinars
Quadrant of Deception
Are you caught in the 'Busy Work' Quadrant?
A Living Business Transition & Estate Plan:
They Didn't Think They Could Afford It!
What an Operating System Can Do For Your Family Business
Put in the Work Get a Stronger Business
Learned about the Quadrant of Deception and where top companies spend their time.
Learn what is possible in the realm of business transition when you start with WHY instead of HOW.
L.
Get simple, practical tools to help strengthen your family business and improve the productivity of any conflict.
Past Webinars
Quadrant of Deception
Are you caught in the 'Busy Work' Quadrant?
Learned about the Quadrant of Deception and where top companies spend their time.
A Living Business Transition & Estate Plan:
They Didn't Think They Could Afford It!
Learn what is possible in the realm of business transition when you start with WHY instead of HOW.
What an Operating System Can Do For Your Family Business
L.
Put in the Work Get a Stronger Business
Get simple, practical tools to help strengthen your family business and improve the productivity of any conflict.
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