Family Business Webinars and Events

Upcoming Webcast

Retirement Planning for Business Owners  Register
Thursday, September 10, 2015
11:00 a.m. CT

The word “retirement” can be daunting. And as a business owner, you face unique challenges when planning for the next phase of your life. 
Join this webcast to learn tips and tricks to ease the retirement-planning burden. Participants will learn about:

  • Retirement-saving vehicles available to business owners
  • The importance of building your personal balance sheet
  • Ways your business may help fund your retirement goals

Webcast host: 

Eric Jacobsmeyer

Jacobsmeyer is a senior wealth planning strategist at Zions Bancorporation with expertise in all areas of taxation and wealth planning, primarily focusing on individual income taxation, business transition planning, estate tax planning and personal financial planning. He has helped individuals, corporate executives, and owners and operators of closely-held businesses build, preserve and maximize their wealth by providing comprehensive solutions that consider the numerous aspects of wealth accumulation and its ramifications on business and family. Jacobsmeyer is a certified financial planner and CPA with a personal financial specialist (PFS) designation.

 


On-Demand Webinars

Family Business Culture Watch

As family businesses mature, generations often move apart geographically and psychologically. These distances may erode relationships and the cohesiveness of a smooth-running business. Featuring internationally known, leading experts on family-owned business, this webcast will answer questions that will help you prepare for the future of your company.

You Aren’t the Boss of Me: Resolving Sibling Disputes in the Family Business Watch

The transfer of business leadership from founder to children can often be infected with sibling rivalry. The experiences of our childhood can scuttle our working relationships as adults. Featuring internationally known, leading experts on family-owned business, this webcast will answer questions that will help you prepare for the future of your company.

Managing Conflict in a Family Business Watch

Did you know some conflicts can actually be beneficial? Managing conflict is challenging in any business setting—family business or not. The key is knowing how to leverage conflict into an advantage. The dynamics that produce conflict within a family simultaneously intersect with the challenges of owning and operating a business, potentially complicating both.

Financing Transitions in a Family Business Watch

Don’t get tricked into thinking you have limited options. If a family-owned company is to provide opportunities for future generations, it must plan both adequate shareholder liquidity and sufficient business capital. Learn how careful planning and sophisticated use of the growing collection of financial techniques can help you retain business control and make wise choices among many available alternatives.

Peformance Expectations, Evaluation and Compensation Watch
Without proper care and consideration, the process of agreeing to expectations and evaluating and rewarding performance in a family business may cause damaging disruption. Learn “best practices” from leading multigenerational business families that will help you more clearly define frameworks for determining an appropriate mix of salary, bonuses, benefits, perks and distributions.

Governance and Decision Making for the Business Owning Family Watch
Family business owners face unique complexities that, left unattended, could put the family’s business, wealth and relationships at risk. Learn “best practices” from leading multigenerational business families that produce effective governance for the business and unity in family relationships, paving the way for continued success.

Moral Agreements and Governance in Family Business Watch
An over reliance on legal solutions and documentation can leave a family with no place to turn other than court.  But there are tried and true “best practices” among leading multi-generational business families that produce effective governance for the business and unity in family relationships.  These practical processes and policies are true strengths that leading family businesses can use to develop alignment between Family, Owners and Management and pave the way for continued success.

The Ten Must-haves for Excellent Succession Planning Watch
Discover key steps for working through the emotional and rational sides of succession planning, agreements to put in place and processes for helping ensure success. Webinar features Otis W. Baskin, PhD and Dana Telford.

Making the Family Business Work Watch
As you plan for the future, should you keep the family business in the family? Watch this webinar to learn the pros and cons of passing the business along, key considerations for succsssion planning and steps to take if transitioning the business out of the family. Webinar features Otis W. Baskin, PhD and Dana Telford.

 

 

 

 

 

 

 

 

 

 

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Nick Diaz
Senior Vice President
Commercial Banking
713-232-2773

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