Lunch & Learn Webinars

A Family Business Resource

75-minute, topic-oriented, educational forums highlighting experts and family businesses

Upcoming Webinars

How a Dynasty Trust Enabled this Family to Afford a Transition

April 1 – Presented by: Steffes Corporation and Schwan Financial Group

Eight years ago, the Steffes Family began working on transitioning ownership of Steffes Corporation to the third generation. They thought they could not afford to give the business to their children. As they worked with Schwan Financial Group, they learned this was possible through a dynasty trust. This webinar will feature lessons learned as fellow family business Schwan Financial Group helped the Steffes Family structure a dynasty trust, LLC’s, philanthropy, investments, the next generation and more. Hear from the two generations of the Steffes Family and two generations of the Schwan Family as you learn how you can afford your own transition!

Two Ways to Learn

  • Host Site

    You can join other area family businesses at a host site near you and enjoy lunching and conversing while you’re learning. View all locations.

  • Personal Site

    Order a personal site and view with your family or team from your office

Webinar Highlight

Are you caught in the 'Busy Work' Quadrant? Watch a highlight from a previous webinar where we learned about the Quadrant of Deception and where top companies spend their time.

PFBA Lunch & Learn

Physical Locations

Iowa

  • Rock Rapids

    Frontier Bank 301 Main Street

  • Sioux City / Sergeant Bluff

    Triview Communications 203 Sergeant Square Drive, Suite A

North Dakota

  • Bismarck

    Starion Bank 333 North 4th Street

  • Dickinson

    Baker Boy 170 GTA Drive
    Note: 11 a.m. – 12:30 p.m. 

  • Fargo

    Serenity Assisted Living  1125 Oakview Drive 

South Dakota

  • Aberdeen

    Western Corporate Image  701 Enterprise St. N.  |  The front entrance is on the east side of the building.

  • Brookings

    Mills Property Management 630 Western Avenue

  • Mitchell

    Dice Financial 1716 N. Sanborn Blvd.

  • Rapid City

    Coca-Cola Bottling Company High Country  2150 Coca-Cola Lane
    Note: 11 a.m. – 12:30 p.m. 

  • Sioux Falls

    Lloyd Companies  CNA Building, 101 S. Reid St.  |  Ground Floor Conference Room

  • Tea

    Weisser Distributing  501 East 1st Street

  • Vermillion

    USD Beacom School of Business 414 East Clark Street, Room 105

  • Watertown

    Moffatt Products 222 Cessna Street

PFBA Lunch & Learn

Physical Locations

Iowa

  • Rock Rapids

    Frontier Bank 301 Main Street

  • Sioux City / Sergeant Bluff

    Triview Communications 203 Sergeant Square Drive, Suite A

North Dakota

  • Bismarck

    Starion Bank 333 North 4th Street

  • Dickinson

    Baker Boy 170 GTA Drive
    Note: 11 a.m. – 12:30 p.m. 

  • Fargo

    Serenity Assisted Living  1125 Oakview Drive 

South Dakota

  • Aberdeen

    Western Corporate Image  701 Enterprise St. N.  |  The front entrance is on the east side of the building.

  • Brookings

    Mills Property Management 630 Western Avenue

  • Mitchell

    Dice Financial 1716 N. Sanborn Blvd.

  • Rapid City

    Coca-Cola Bottling Company High Country  2150 Coca-Cola Lane
    Note: 11 a.m. – 12:30 p.m. 

  • Sioux Falls

    Lloyd Companies  CNA Building, 101 S. Reid St.  |  Ground Floor Conference Room

  • Tea

    Weisser Distributing  501 East 1st Street

  • Vermillion

    USD Beacom School of Business 414 East Clark Street, Room 105

  • Watertown

    Moffatt Products 222 Cessna Street