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Transitions Fall 2020
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    PRE-RECORDED VIDEOS

    Our Family Matters Video Series was created specifically for attendees of  Transitions Fall 2020. They were produced to provide educational information on a variety of multi-generational family business topics. To view the videos, please click on the Watch Videos button. You will be able to browse by title or category and view at any time throughout the conference. Video titles are below for your convenience.


    PWC: The Fourth Industrial Revolution

    PWC: Managing Risk in the Workforce

    PWC: The Evolution of Family Business Governance

    PWC: Rightsizing Risk Management for the Family Enterprise

    VOGEL CONSULTING GROUP: Tax Risks After the Election 

    VOGEL CONSULTING GROUP: Keeping Your Team on Track During COVID 

    VOGEL CONSULTING GROUP: Technology RIsks for Families and Family Businesses 

    THE FAMILY BUSINESS CONSULTING GROUP: Objectives and Key Results Leadership (OKR) for Family Businesses 

    THE FAMILY BUSINESS CONSULTING GROUP: The Learning Family 

    THE FAMILY BUSINESS CONSULTING GROUP: Leaders Replacing Leaders 

    GENSPRING SUNTRUST PRIVATE WEALTH: Business Transitions:  Succession to the Next Generation 

    GENSPRING SUNTRUST PRIVATE WEALTH: Business Transitions:  Selling the Business 

    GENSPRING SUNTRUST PRIVATE WEALTH: Business Transitions:  Professional Management 

    ABBOT DOWNING: VUCA as the Next Normal 

    ABBOT DOWNING: A Connected Leadership Model for Family Business 

    ABBOT DOWNING: Developing Learning Agility in a Changing World 

    BESSEMER TRUST: What is an Estate Plan?

    BESSEMER TRUST: What is a Trust?

    BESSEMER TRUST: What is a Prenup?

    TOLLESON WEALTH MANAGEMENT: Gifting:  Non-Tax Considerations 

    TOLLESON WEALTH MANAGEMENT: How to Build a Foundation of Family Trust

    COMPENSATION ADVISORY PARTNERS: How to Compensate Family Members Working in the Business 

    COMPENSATION ADVISORY PARTNERS:  Long Term Incentives for Executives in Family Businesses 

    TRUSTED FAMILY: Effective Family Communication Pt 1 

    TRUSTED FAMILY:  Effective Family Communication Pt 2

    PAINE SCHWARTZ PARTNERS:  Why Family Businesses Partner with Private Equity

    PAINE SCHWARTZ PARTNERS:  How Private Equity Firms Can Add Value to Family Businesses

    BROWN BROTHERS HARRIMAN:  Dealing with Conflict at Family Meetings

    CFAR:  Syncing Short Term Action with Long Term Vision

    EP WEALTH ADVISORS:  Protecting Assets Across Generations

    FAMILY ENTERPRISE USA:  Tax Legislation Issues for Family Businesses

    DRUCKER SCHOOL OF MANAGEMENT/CLAREMONT GRADUATE UNIVERSITY:  Applying Peter Drucker’s Principles to Family Businesses 

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