Events

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Webinar: The Fred Factor–Turning Ordinary Leaders into Extraordinary Leaders


 

Tuesday, April 9, 2024 
8:30 am-9:30 am PDT | 10:30 am-11:30 am CDT

What if you could inspire every person to pursue their best? Mark Sanborn, motivational speaker and author of The Fred Factor: How Passion in Your Work and Life Can Turn the Ordinary into the Extraordinary shares how to create extraordinary workplaces by transforming ordinary acts into remarkable results. Joining him in discussion is First Bank’s CEO Mikel Williamson.


Mark Sanborn, President of Sanborn & Associates, Inc. 

“Few of us can be famous, but every one of us can be great.” This mantra is at the core of Mark Sanborn’s keynotes and leadership training programs, and one that resonates with organizations around the world who want to create workplace cultures that stand out. As President of Sanborn & Associates, Inc., Mark has spent 30 plus years cultivating extraordinary leaders.

Read Mark Sanborn’s full bio.
 

Mikel Williamson, President and CEO, First Bank | FB Corporation

Mikel Williamson, president of First Bank, assumed the role of President and CEO, effective Nov. 1, 2023. He took over day-to-day bank responsibilities and now serves as CEO and president of FB Corporation, the holding company of First Bank.

Read more about Mikel Williamson.

Event: Building a Brand Legacy: Marketing Strategies for Family Businesses



Save the Date

Tuesday, May 14, 2024
8:00 am – 11:00 am PDT

Concordia University Irvine
1530 Concordia West, Irvine, CA 92612
Denault Auditorium, Room 120 in Grimm Hall
Campus Map

8:00 am – 9:00 am – Registration and Continental Breakfast
9:00 am – 11:00 am – Presentation
 
Presented by First Bank's Center for Family-Owned Businesses, join us for this special in-person event at Concordia University Irvine – Grimm Hall, featuring guest speakers Jenny Dinnen, Katie Rucker, and Brent Williams of MacKenzie Corporation as well as Kelly O’Malley and Todd Hansen of O’Malley Hansen Communications, for an engaging presentation and collaborative session on family business branding. Michael Dierberg, Chairman of FB Corporation and First Bank, will present highlights from First Bank’s 2024 Family Business Survey.
 

Speakers

Jenny Dinnen, Katie Rucker, and Brent Williams – MacKenzie Corporation
Kelly O’Malley and Todd Hansen – O'Malley Hansen Communications
Michael Dierberg – First Bank
George Wright – Concordia University Irvine School of Business

Registration coming soon.

2024

Female owners and leaders gathered for an interactive seminar that focused on a new model of leadership that’s based on social psychology of women. In addition, this event unpacked the history behind it all to provide an understanding of the social forces from which leaders emerge.

 

Guest Speakers

  • Rachel Wallis Andreasson, Executive Director of Temple Israel
  • Lisa Locher, President of Sullivan Hospital
  • Kathy Overbeke, CEO, Generational Planning Strategies
  • Stacy Feiner, CEO, Feiner Enterprises
Rachel Wallis Andreasson believes the right people come into your life at the right time for a specific purpose. Rachel has a passion for supporting women and helping them build their network. She joined her family business during its first major acquisition and then built infrastructure, people, and family governance systems for the next twenty-four years. She was the first woman to become President of the Missouri State Association for the Convenience Store Industry, and she was awared the Leadership Award by her peers while earning her MBA at Washington University. After serving in various leadership positions in her family business, Rachel became the CEO, overseeing 1,100 team members. Today, she remains a shareholder and board member of the family business and is the Executive Director of the Reform Synagogue where she grew up and is a proud mother of three. Rachel serves on a bank board, is a mentor, and was a founding member of the community foundation where she continues to oversee a learning center that serves 100 children in rural Missouri. Rachel is a self-starter on initiatives that bring value to an organization and thrives on moving people and organizations forward.
Lisa Lochner is passionate about supporting and encouraging the team she works with to produce the best results for the people they serve. She is very proud of the community where she lives and raised her family. She served on the local school board for nine years. She was named woman of the year for her community while earning her MBA at Webster University. She served in various leadership positions, including establishing a foundation board and fundraising activities to invest back into building stronger community outreach services. Lisa was the first woman to become President for her hospital in 60 years. Lisa is a driven individual who works to be a servant leader to the community she serves, continually on the quest to strategically grow and enhance the services to enlarge the footprint of healthcare services to the communities we serve.
Dr. Kathy K. Overbeke draws her experience as an entrepreneur and practitioner-scholar to help individuals and businesses discover strengths to conceive new possibilities and reach desired outcomes. She is a family-business advisor and executive coach who works with Fortune 500, middle market, and small businesses. When working with family businesses, Dr. Overbeke aims to keep the entrepreneurial fire alive when maintaining family harmony. She is informed by empirical research when helping family businesses plan for the future and when helping to develop leaders. Dr. Overbeke has published original research in academic journals and has presented her research internationally. She has also published in popular journals such as Psychology Today. She was an entrepreneur for over 25 years before returning to school to earn her Doctorate in Management. Subsequently, she founded GPS: Generation Planning Strategies, LLC, joined Executive Coaching staff at Case Western Reserve University, and became an adjunct professor of leadership, marketing, and independent studies at various colleges.





 
Dr. Stacy Feiner is an accomplished psychologist, entrepreneur, investor, and mother. She champions the aspirations and ambitions of family businesses with a pro-growth, pro-health approach that untangles conflict, strengthens emotional dynamics, and facilitates growth. Dr. Feiner founded her firm in 2018 to support the unique needs of private enterprise and ensure they thrive. Committed to optimal results, she collaborates with experts from various disciplines to execute unconventional solutions. Curious about people's lives, Dr. Feiner lived in eight US cities, traveled nine countries, and lived in Japan. Trained as a Doctor of Psychology (PsyD), Dr. Feiner worked in college counseling as a psychotherapist and in corporate settings as a performance coach: Vassar College, Merrill Lynch (Series 7 & 63 Licenses), Key Bank, and BDO USA. In 2015, Dr. Feiner published her first book, Talent Mindset. While in high school, she attended Stone Center lectures at Wellesley College to study Self-in-Relation Theory with Dr. Jean Baker Miller.


 


First Bank, in collaboration with the visionary team at Ai23, Natalee Champlin, Reko Moreno, and Hector Garcia, invites you to watch the webinar: "Leveraging the Power of AI to Build a Brand." Dive into the world where AI isn't just a buzzword but a game-changer in shaping the future of your business. 
 

Why Watch? 

  • Expert Insights: Learn from the best! The team at Ai23 is renowned for transforming the AI landscape in branding and marketing. 
  • Practical Strategies: Gain actionable AI-driven strategies tailored for entrepreneurs and family businesses. 
Hector Garcia, Reko Moreno, and Natalee Champlin bring a combined powerhouse of creativity, strategy, and technical expertise. From AI in Hollywood to revolutionizing CPG branding, they're at the forefront of AI application in business. Their insights aren't just theories; they're proven strategies reshaping industries.
Hector Garcia, an innovator in the CPG sector, directs a highly esteemed creative firm known for its 25-year legacy of innovation. His skill in blending AI with artistic design has ushered in a new era in the industry, acclaimed globally. The firm's strategic alliances with Fortune 100 and top international brands have made a substantial imprint in key retail markets. Its recent 2023 AI Creative Agency of the Year award from the Internet Marketing Association exemplifies Hector's groundbreaking leadership.





 
Reko Moreno is an exemplary fusion of artistry and entrepreneurship. His journey from finance to Hollywood showcases his versatility, excelling as a media professional across acting, writing, directing, and producing. Reko's entrepreneurial ventures extend from financial services to impactful media production, where he partners with prominent brands. Currently, he is pioneering AI in the media sector, transforming creative processes and setting new benchmarks in efficiency and innovation.
 
Natalee Champlin, known as The Velvet Hammer, is a trailblazer in marketing, renowned for seamlessly integrating AI into business growth strategies. Her entrepreneurial prowess, demonstrated by founding and selling her first company before turning 30, highlights her exceptional business acumen. As an esteemed AI Persona Consultant, Natalee's expertise in utilizing AI for marketing revolutionizes how businesses approach the market, ensuring growth and leadership in the AI-driven era.









 

Moderator

Doug Lopp joined First Bank in December 2023 as Senior Vice President and Chief Information Officer for the technology department. He oversees all aspects of IT infrastructure, technology platforms, enterprise architecture, and application development and innovation. Doug has over 30 years of experience in IT and product software development at ACI Worldwide and First National Bank of Omaha in Nebraska. He has a Bachelor of Science degree in Computer and Mathematical Sciences from Northwest Missouri State University in Maryville, MO. He’s developed a deep passion for leveraging a variety of technologies to solve real client problems in new, innovative ways. He believes that when business, product, and technology are embedded together, they are indistinguishable and desired outcomes become the same. From there, organizations can truly deliver great products to their clients. 

 

2023


How to Build and Sustain a Successful, Enduring Enterprise


The Family Business Symposium, presented by First Bank's Center for Family-Owned Businesses, brought together family business owners for a two-day interactive event in Santa Barbara, California, on October 19-20, 2023, and featured guest speakers with a wealth of knowledge in the family business industry.

Leaving a Legacy: What Are the Purposes Your Family Business Serves?

Mike Dierberg, Chairman of First Bank, kicks off the 2023 Family Business Symposium with the question, "What are the purposes your family business serves?" As family business owners reflect on their connection to the past, how can family businesses use this strength of shared experience to offer guidance to future generations and maintain core values for years to come in order to leave a lasting legacy.

Building a Lasting Legacy: The Tenets of Multigenerational Family Businesses

Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, shares his findings after interviewing 100 fourth-generation family businesses worldwide. His study, spanning 20 countries, found that multigenerational family businesses shared four key tenets: They have an exit policy, a family education process for the next generation, a family constitution, and a family council. Learn more about Jaffe's study and how successful family businesses have built a lasting legacy spanning across multiple generations to not only build a great business but a great family.

Keeping the Magic Alive: Developing Longevity in Family Businesses

Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, interviews four multigenerational family business panelists discussing topics such as engaging the next generation, overcoming adversity, promoting family connections, and building and mainting a shared identity. Listen to the panelists as they talk about preparing the next generation of their business, how they handle complications, and how they keep family harmony.

Panelists
  • Dennis Jaffe: Senior Research Fellow, BanyanGlobal
  • Frank Foster: Managing General Partner, Gideon Hixon Fund
  • Lisette Gaviña Lopez: Managing Director and Chairman of the Board, F. Gaviña and Sons, Inc.
  • James Clement: Senior Vice President and General Manager, Grass and Rangeland, EarthOptics, Marine, Rancher
  • Mike Dierberg: Chairman, First Bank

Defining Success in Family Businesses

Josh Baron, Senior Lecturer, Harvard Business School and Co-Founder, BanyanGlobal, explores what it means to define success in a family business. In discussion of owner strategy, Baron notes family businesses must establish values and maintain a strong purpose, or "why," to build the framework of defining success for the business. Watch Baron's presentation and his discussion with family business owners on navigating strategy and metrics to define success. 
Presented by First Bank's Financial Education Center

Our fraud prevention webinar, “Stopping a Thief: Modern Day Fraud Prevention,” is designed to raise your awareness and provide a defense against modern day fraudsters. Our guest commentators provide you with the latest insights into protecting yourself from financial exposure to the fraud attempts pervasive in our lives. Walt Czerminski , CEO of Cytellix®, and Ron Steinkamp, partner at Armanino LLP, are guest commentators. Pete Richardson, First Bank Managing Director, is serves as moderator.

Walt Czerminski is a seasoned executive and security expert having held CIO, CTO, and CISO executive roles at companies including State Street Bank, EmpathIQ, Brown Brothers Harriman, Brandes Investment Partners, CP Consulting Group, and EY.  Cytellix® was created inside Information Management Resources Inc, (IMRI) as the Cybersecurity Division.  IMRI has had over 12-years' experience providing cybersecurity solutions to the Department of Defense, the Intelligence Community, and several Federal Agencies.  



Ron Steinkamp has over 30 years of experience in internal audit, construction audit, and fraud prevention and detection. His expertise covers a variety of industries, including construction, government, healthcare, higher education, manufacturing, nonprofit, retail and telecommunications. Armanino LLP is a top 25 accounting and consulting firm in the nation, delivering a depth of knowledge, a range of services, and a consistent and responsive team.


Pete Richardson brings over 20 years of experience as a banker and CFO to First Bank. He works with the Midwest Commercial lenders to help clients meet their financial goals and ensure a high standard of service. Pete has Bachelor's degrees in Finance and International Business from Ohio University and is completing an Executive MBA from Washington University in St. Louis. He currently serves on an advisory board at Ohio University and has been on boards at the Contemporary Art Museum and the Missouri Botancial Gardens.

Watch On Demand
 
Presented by the First Bank Center for Family-Owned Businesses and Josh Baron of Harvard Business School and BanyanGlobal Family Business Advisors, the webinar, “Finding the Right Level of Conflict in Your Family Business” discusses how family businesses can manage conflict to find a “Goldilocks Zone.” Family businesses have produced some of the world’s greatest business success stories. Others have generated headlines of a very different kind, finding themselves in conflicts that have destroyed assets, relationships, or both. This session unpacks why those tragic outcomes occur, as well as how they can be mitigated and, ideally, prevented. It’s also about the dangers of avoiding conflict, which can also bring down a family enterprise just as disastrously as excessive fighting. Watch this webinar so that you may explore where conflict comes from in family enterprises, and how they are different from non-family enterprises. Baron talks about why too little conflict can be as much of a problem as too much. In addition, you will take away four concrete strategies for managing conflict and avoiding a family feud.
 
Presenter:
Dr. Josh Baron, Senior Lecturer at Harvard Business School and Co-Founder/Senior Advisor at BanyanGlobal
Dr. Josh Baron is a Senior Lecturer at Harvard Business School, where he teaches courses in the MBA and Executive Education programs. He is also a Co-Founder and Senior Advisor at BanyanGlobal, where he has spent over a decade working closely with families who own assets together, such as operating companies, family foundations, and family offices. He helps these families to define their purpose as owners and to establish the structures, strategies, and skills they need to accomplish their goals. Josh’s research and writing focuses on how to build a family business that lasts, how to manage conflict in a family enterprise, and how family ownership can create a competitive advantage. He is co-author of Harvard Business Review’s Family Business Handbook. He was formerly an Adjunct Professor at Columbia Business School, where he taught MBA courses on Family Business Management and Managing Conflict in Family Business. Visit the Harvard Business School for a full bio.

Watch On Demand

 
Hosted by Michael Dierberg, Chairman and fourth generation family business owner of First Bank, family business owners gathered for a panel discussion regarding strengthening your family business through a philanthropic commitment.  

The panel discussion covered:
  • What does philanthropy mean?
  • When is it a good time to engage your family in philanthropy?
  • What are some perspectives on charitable giving from family-owned businesses, nonprofits, funders, and advisors?
  • What is your philanthropic strategy, and what is the right philanthropy for your family's legacy?
  • How do nonprofits identify and engage with legacy donors?

Panelists

  • Michael Dierberg, First Bank
  • Eric Goodman, Mountain View Services
  • Shelley Hoss, Orange County Community Foundation
  • Lauren Plichta, Big Brother Big Sisters of Los Angeles
  • Charles Antis, Antis Roofing
  • Tim Bauer, Olive Crest
Hosted by the First Bank Center for Family-Owned Businesses, watch “Do They See Your Family Business for All It’s Worth? Learn the Value” where John K. Murphy, guest speaker and president of JK Murphy Advisors, discusses why understanding the value of your business, even if you have no intentions to sell, is imperative. Murphy will share tools on how to understand the value of your family business, especially when it comes to how your competitors and industry experts see your business. In this session, you will explore your strengths, weaknesses, and opportunities to improve.

Guest Speaker:
John K. Murphy
President of JK Murphy Advisors


John K. Murphy, affectionately known as “Murph”, has spent his career working with private business owners to successfully achieve their growth stories acting in a consulting and advisory board-type role. After 20 years as an investment banker, Murph started JKMA in 2004 and put his, “We think like a buyer, not an owner” philosophy to work. Murph’s straightforward, yet patient, hands-on approach provides clients with the trustworthy partner they need to meet their strategic, growth, liquidity, succession, Market Value, risk tolerance, and shareholder transition objectives. Murph has also been an active angel investor for the last 15 years, giving him broader insights to apply with his consulting clients. Whether it’s at the poker table or navigating turbulent waters, Murph’s poker face gives nothing away. He is a dedicated Green Bay Packers and Wisconsin Badgers fan who graduated from the University of Wisconsin with a Bachelor of Arts in Finance and Marketing, and holds an MBA in Finance from the University of Chicago.

Watch On Demand

Most jobs lack a compelling purpose. This deficiency makes us sluggish, disengaged, careless, disloyal, unhappy, and unhealthy. Fortunately, there’s a way to free ourselves from the modern trap of meaningless labor without switching careers or quitting jobs. The scientifically validated practice of job purposing, which involves tilting everyday work toward meaningful contributions to others or societal causes, elevates ordinary work into a fulfilling venture.  

Guest Speaker:
Bea Boccalandro
Founder and President of VeraWorks
Author, College Professor, and Professional Speaker

Watch On Demand

Hosted by First Bank's Center for Family-Owned Businesses, family business owners and marketing teams gathered for insights on building a brand legacy. The sessions covered:

  • Insights and Research Findings from First Bank’s 2023 Family Business Survey
  • Why It’s a Good Time to Share Your Family Business Story
  • Tips on How to Build Out Your Story
  • Framework for Leveraging Data You May Already Have
  • Putting it all Together – Ensuring We Get the Family (and everyone else) Singing from the Same Songbook
  • Tools Every Family Business Should Have in their Marketing Toolbox


Watch On Demand

Watch this passionate discussion about family legacy and family business, with Michael Dierberg, Chairman of the Board, FB Corporation (First Bank) and fourth generation owner, and Pierre duPont of the duPont family. This intriguing and inspiring discussion between two American, values-driven family business leaders focuses on running a multi-generational family business, investment strategies, philanthropic endeavors, and honoring and protecting the family and family business legacy.

Guest Speakers:
Pierre duPont
Independent Advisor

Pierre duPont is an independent advisor to individuals, entrepreneurs, businesses, and business owners. He has a long history of starting companies and working with private business owners, founders, tech startups, and growth companies, middle-market company executives, investors of all types, wealthy individuals/families, and multi-gen inheritors. A mentor to early-stage companies of many types, and an occasional angel investor, Pierre is skilled in entrepreneurship, strategic planning, venture capital & PE, family offices, capital markets, mergers & acquisitions, finance, and investing. He is also a seasoned professional with an unparalleled global network and a passion for service as a fiduciary for his clients.

Michael Dierberg
Chairman of FB Corporation and First Bank

Continuing its fourth generation of family ownership, Michael Dierberg serves as the Chairman of FB Corporation and First Bank. Michael’s passion is helping family and privately-held businesses thrive, grow, and succeed for many generations. Prior to rejoining First Bank in 2010, Michael was an attorney at the United States Department of Justice and before that served as General Counsel of First Bank. Michael is also a second-generation owner of Star Lane and Dierberg Vineyards, located in Santa Barbara, California.

Watch On Demand

Dennis T. Jaffe, PhD, Senior Research Fellow at BanyanGlobal Family Business Advisors, acclaimed workshop leader, speaker, and author, will share common traits, actions, and philosophies of family enterprises around the world that are 100 years old, or older. Based on his in-depth research and findings from his highly-acclaimed book, “Borrowed From Your Grandchildren: The Evolution of 100 Year Family Enterprises,” Dennis will dive deeper into this important topic. Included in the discussion are panelists scheduled to present at our October 2023 symposium.  

Guest Speaker:
Dennis T. Jaffe, PhD, Senior Research Fellow at BanyanGlobal Family Business Advisors

For over 40 years, Dennis has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next-generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients. An acclaimed speaker, workshop leader, and writer, Dennis is one of the most recognized names in the field of family business, having helped hundreds of families and their advisors work through generational transition issues. He has written more than 100 articles, and his books have influenced the development of the field. His most recent book, Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprise (Wiley, 2020), reports on his interviews with family members from 100 global 100-year business families. See full bio: https://banyan.global/team-member/dennis-jaffe/.

Watch On Demand

Tuesday, March 21, 2023, 2:00 – 3:00 PM (Central)

Presented by the First Bank Center for Family-Owned Businesses, the Webinar “Should They Stay or Should They Go? Rethinking How to Prep Next Generation Family Business Leaders” will discuss the involvement of next-gen members in a family business as significant contributors to the continuity and success of the family business. However, that business success hinges on the next-gens’ willingness and ability to make those contributions. In order to survive and thrive across generations, family businesses must not only identify those individuals who express interest in leading the firm, but also better understand how to successfully prepare the next generation of leadership. Also, guest panelists will discuss the role outside experience plays in the next gens’ preparation.

Guest Speakers:
Dr. Carol Wittmeyer
Interim Dean, St. John Fisher College
Cornell Family Business Fellow

Dr. Isabel Botero
University of Louisville
College of Business

Watch On Demand

Tuesday, February 21, 2023

In this session, Meridith Elliott Powell, CSP, CPAE, Business Motivational Speaker, Award-Winning Author, and Business Strategist at MotionFirst, shared specific strategies used by world-class organizations to thrive in these uncertain economic times.

Speakers
Meridith Elliott Powell, CSP, CPAE
Business Motivational Speaker, Award-Winning Author, Business Strategist @MotionFirst
Voted one of the Top 15 Business Growth Experts to watch by Currency Fair, Meridith Elliott Powell is an award-winning author, keynote speaker, and business strategist. With a background in corporate sales and leadership, her career expands over several industries, including banking, healthcare, and finance. Meridith worked her way up from an entry-level position to earn her seat at the C-Suite table. She is a Certified Speaking Professional, a designation held by less than twelve percent of professional speakers, and a member of the prestigious Forbes Coaching Council.

Research: The Impact of Uncertainty on American Business Today Research Report Series

Watch On Demand

Wednesday, January 18, 2023, 1:00 pm CDT

First Bank held an Economic Outlook: Unique Opportunities in a Potentially Challenging Year webinar on January 18th.

George Nicola, Senior Vice President and Chief Investment Officer for First Bank Wealth Management, and a panel of experts discussed the possible challenges investors may face in 2023. From recession to stagflation, the panel unpacked how investors can avoid costly mistakes and capitalize on opportunities that may arise in a potentially challenging year.

Panelists: Sr. Vice President, Chief Investment Officer, First Bank Wealth Management
Alan Strauss, Sr. Partner, Director of Investor Relations, Crystal Capital Partners
Peter Gray, Sr. Managing Director, Altus Properties
Benjamin Hill, Sr. Portfolio Manager, FCI Advisors

Watch On Demand

Tuesday, January 17, 2023, 2:00 pm  – 3:00 pm CDT

The First Bank Center for Family-Owned Businesses held a webinar on January 17th about culture with Dr. Allie Taylor and Donna Brighton. Allie and Donna led a conversation to put together the culture conversations from our October and November webinars, and to increase understanding of how to harness the strength of the family system to build an organizational culture that accelerates business results.

Guest presenters: Donna BrightonChief Ideas Officer, Brighton Leadership Group and Dr. Allie TaylorBusiness Psychologist, Trusted Advisor, Researcher, and Speaker

Watch On Demand

2022

Tuesday, November 15, 2022 ,2:00 pm – 3:00 pm CDT

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, as we explore and develop strategies for creating an intentional culture, even through unintentional, accidental, or even hypocritical actions.

Guest presenter: Dr. Allie Taylor, Orange Kiwi Consulting

Watch On Demand

Tuesday, October 18 2022, 2:00 pm  – 3:00 pm CDT

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.

Guest speaker: Donna Brighton, Brighton Leadership Group

Watch On Demand

Tuesday, August 9, 2022 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

Guest presenter: Tom Crotty, Practice Leader, Sensiba San Filippo

Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office,  how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.

Related Articles
The Value of a Family Office: A Deep-Dive into the Benefits and Services a Family Office Can Provide to a Family
Do I Need a Family Office? A Guide for the Rich and Not So Famous
List of Family Office Services
Family Office Meaning
What Is A Family Office, And Does Your Family Need One?
The Family Office Quick Guide
What Is A Family Office And Do I Need One?

Watch On Demand

Tuesday, July 12, 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

Your family business has capital to invest and talented family members, so how do you take advantage of this for your family’s benefit? Join Joe Ambrose, Executive Director of the First Bank Center for Family-Owned Businesses, as he moderates our panel discussion of making the most of adding businesses to your family’s portfolio of investments.

Guest panelists:
Bryan Graiff, CPA/ABV/CGMA, CVA, CFE, CM&AA, Partner, Armanino
Paul Klug, Shareholder, Polsinelli

Related Articles
3 reasons business owners should invest outside of their business
Diversifying your family business helps to insulate you from risks
Diversify Your Family's Risks by Returning to Its Entrepreneurial Roots

Watch On Demand

Tuesday, June 14, 2022 2:00 PM - 3:00 PM (Central)

Join us for a panel discussion on how to decide what’s best for your business and your family when it comes to the board of directors. Our panel members will share their unique perspectives on this important family business governance issue. 

Moderator: 
Michael Dierberg, Chairman of FB Corporation and First Bank 

Guest Panelists: 
Don Jubel, Chairman of the Board, Spartan Light Metal Products, St. Louis, MO 
Tom Bakewell, Principal, Thomas Bakewell Consulting, LLC, St. Louis, MO 
Jacob Herschend, Stockholder and Family member, Herschend Family Entertainment

Related Articles
What Is a Board’s Role in a Family Business?
Why Should You Form a Board of Directors?
Four Things That the Best Family Business Boards Do Well
Organizing the Family-Run Business

Watch On Demand

Tuesday, May 17, 2022 | 2:00 – 3:00 pm (Central), 12:00 – 1:00 pm (Pacific)

What are Cryptocurrencies and are they right for you?  Find out the answers on Tuesday, May 17, 2022 at 2:00 PM (Central) and 12:00 pm (Pacific) when Noah Buxton with Armanino LLP demystifies the world of digital currency. Noah is the Practice Leader for Blockchain and Digital Assets at Armanino LLP and has an extensive background in the rapidly evolving area of new technologies.  He will share his insights in an easy-to-understand format.  You won’t want to miss this enlightening presentation!

Guest Speaker: Noah Buxton, Practice Leader for Blockchain and Digital Assets, Armanino LLP

Watch On Demand

The First Bank Center For Family-Owned Businesses held a conference on building and sustaining a successful, enduring family business enterprise. Josh Baron, author of the Harvard Business Review Family Business Handbook, and co-founder of BanyanGlobal, presented his Four Room Model as a family business governance structure.

0:00 Introduction
2:00 Addressing Fairness Issues
4:09 Succession Planning
6:44 Fairness and Equality
8:48 Four Room Model for Succession Planning
11:50 Using the Four Room Model for Fairness
15:25 Using the Four Room Model for Transitions
20:00 Succession in a Family Business
22:20 Ownership versus Leadership Transitions

Watch On Demand

The First Bank Center For Family-Owned Businesses held a conference on building and sustaining a successful, enduring family business enterprise. Josh Baron, author of the Harvard Business Review Family Business Handbook, and co-founder of BanyanGlobal, presented his Four Room Model as a family business governance structure.

0:00 Focus on Longevity
6:11 Secrets to Longevity
9:11 Decision Making Power
12:19 The Four Rooms of a Family Business
15:33 Decision Making Structure
18:40 Decision Making Process
21:22 Talent: Family Employment Policy
22:30 Benefits of an Independent Board
23:48 Advice on Building out Governance

Watch On Demand

Tuesday, May 10, 2022 - 11:00 – 11:30 am (Central), 9:00 - 9:30 am (Pacific)

Guest Speaker: 
Paul Wirth, CEPA
Founder & Value Builder Advisor
Blueprint for Entrepreneurial Growth

Revenues, profits, a strong balance sheet: measuring success is important to all businesses. But, are there other important measurements in a family-owned business?  Find out what the key metrics are for successful, generational family businesses. 

Watch On Demand

Tuesday, March 8, 2022 11:00 – 11:45 am (Central), 9:00 – 9:45 am (Pacific)

Webinar: First Bank Center for Family-Owned Businesses - The Unexpected You Didn’t Expect: Planning For and Dealing With the Unexpected

Guest Speaker: Jim Del Carmen, Partner, Collaborative Strategies

Business owners can anticipate changes in the future with strategic planning, life insurance policies, estate and trust documents, etc.  But what happens when all of this is circumvented by life changing events with family members and key employees?  Premature death, divorce, criminal behavior, substance abuse or unexpected exits from the business can undermine the best of plans.  What does the family business owner do next?

Watch On Demand

Wednesday, February 8, 2022 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The First Bank Financial Education Center held a webinar on February 8th, 2022 titled “Don’t Give Cybercriminals the Keys to Your Business”.

Listen to an important discussion and Q & A with Marc Ashworth, Chief Information Security Officer for First Bank, and Brian Cockrill with the U.S. Secret Service on unlocking proven strategies to help keep your organization safe from cybercriminals.

Chapters:
00:00  Meet the Presenters
01:59 Cryptocurrency
12:51 Ransomware
20:47 Phishing
23:51 Available Resources
29:10 Q & A and final thoughts

Watch On Demand

Wednesday, January 26, 2022 | 11:00 AM - 12:00 PM (Central), 9:00 AM – 10:00 AM (Pacific)

George Nicola, Vice President and First Bank’s Director of Portfolio Management and Investments, and Joe Maxwell, Managing Partner at FINTOP Capital, held a virtual discussion on Wednesday, January 26, 2022 on the Capital Market Recap and Outlook and Digitization of Your Wealth.

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2021

Tuesday, December 14, 2021 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

From being labeled the “boss’s kid” and learning the business to unique family dynamics, Michael Dierberg, fourth generation family leader, Chairman of FB Corporation and First Bank, unpacked the challenges many next generation family business leaders face.

Our guest panelists included:

Melissa Markwort – Spartan Light Metals
Buzz Vierling – Roofers Mart
Stephen Ticktin – United California Glass & Door

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Tuesday, November 9, 2021 | 4:00 – 4:45 pm (Central), 2:00 – 2:45 pm (Pacific)

The First Bank Center for Family-Owned Businesses held a webinar on November 9, 2021 discussing the topic of succession planning.

Author and motivational speaker Ken Blanchard, Cofounder and Chief Spiritual Officer of the Ken Blanchard Companies, and Michael J. Dierberg, Chairman of FB Corporation and President of First Bank, discussed how planning for succession is the best way to ensure the future success of any organization.

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Tuesday, September 14, 2021 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The Center for Family-Owned Businesses held a webinar on September 14, 2021. Shelley Seifert, First Bank’s Chairman and Chief Executive Officer, and peer female family business leaders held a discussion on the obstacles they’ve overcome to achieve success in traditionally male-dominated industries, shared tips for developing confidence as leaders, and instilling growth opportunities for future female leaders in their organization.

Guest Panelists:
Chris Hanna, President at Hanna Winery
Serah Larison, Vice-President, HR & Admin at RMI International, Inc.
Katie Hopkins, President at Truck Centers’ (TCI)

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Monday, August 16th 2021 | 1:00 pm – 1:45 pm (Central)

The First Bank Financial Education Center held a webinar on August 16, 2021 on challenges with inflation, supply chain, and labor.

Special guests Tricia Sanders, Senior Consultant, Collaborative Strategies, Inc. and Jack Smith, Principal, Collaborative Strategies, Inc. discussed current operating challenges business owners are facing due to inflation, supply chain delays, and labor needs. Plus, David Presson, Chief Investment Officer at First Bank Wealth Management, gave his thoughts on inflation, past, present, and future as well as what this means for investors.

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Tuesday, August 10th 2021 | 11:00 am – 12:00 pm (CDT)

Effective succession in a family business starts with a shared vision and growth strategy for the company. Doing what’s right for the business serves as the best compass on which the eventual transfer of both ownership and management authority should be built.  In this overview, key and useable concepts will be shared including drivers of strategic thinking, central components of a strategic plan, best practices of a high impact planning process, and traction in execution.  Rallying family members in the business around a shared picture of the desired future for the company and the win strategy to achieve it will go a long way in proactively preparing and engaging the next generation.

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Additional Details: Strategic Planning as a Foundation for Family Business Succession

Thursday, July 15th 2021 | 1:00 pm – 2:00 pm CDT

Despite the best ownership plans and transparent communications, unforeseen situations can arise in a family-owned business that threaten not only the business existence but family harmony as well.  Allie Taylor of Orange Kiwi Consulting will discuss what to do when even the best laid plans go awry.

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Tuesday, June 15th 2021

The First Bank Financial Education Center held webinar on Tuesday, June 15, 2021 on ransomware and how to keep your business protected from ransomware attacks.

In the shadows of the recent Colonial Pipeline ransomware attack, First Bank’s Chief Information Security Officer, Marc Ashworth, discussed the current threat environment that could disrupt the operations of your company. He discussed ways to help protect your business from ransomware and other fraud scams, including business email compromises and supply chain compromises. There was also be a panel discussion where Mr. Ashworth and Ms. Karis Merritt, First Bank Security Analyst, answered questions.

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Tuesday, June 8th 2021

The First Bank Center for Family-Owned Businesses held a webinar on Tuesday June 8th covering The Role of Philanthropy in Family, Business, and Community.

Family businesses often have deep roots in their communities. They receive many benefits from the people that surround them. With effective philanthropy, they have the opportunity to give back. Barbara Carswell, Chief Executive Officer at Youthbridge Community Foundation, Deborah Dubin, CEO & President at Philanthropy Missouri, David Frederick, Director of Client Success and Advice at First Bank, and Stacy Clay, Director of Community Affairs at First Bank, discussed the benefits of business philanthropy, how the business can be an avenue for a family’s charitable intentions, the best ways to structure charitable gifts, and opportunities to get involved in the community.

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Wednesday, June 2, 2021

The Employee Retention Credit (ERC) was created to encourage employers to keep their workforces intact during the COVID-19 pandemic and has been available for more than a year. But with the new American Rescue Plan Act (ARPA) extending the credit and expanding eligibility, many employers still have questions about ERC. Brown Smith Wallace Tax Principal John Schwartze will walk through the credit extension, expanded eligibility and provide examples of how employers can utilize the ERC for their benefit.

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Tuesday, May 11, 2021

The Center for Family-Owned Businesses held a webinar on Tuesday, May 11th focused on leveraging SBA programs to help finance your real estate acquisitions.

Our guest speakers Kurt Chambliss of TMC Financial and Jim Hatter, First Bank Commercial Banking Senior Group Manager discussed SBA real estate financing options and how they can help with retirement, estate, and transition planning for family-owned businesses.

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Thursday, April 29, 2021

The First Bank Circuit held a webinar on Thursday, April 29 on Linking Thinking to Life Balance and Long-Term Success with our guest presenter Mary Kutheis, Executive Coach and Confidant, MCK Coaching + Training.

What you do creates your results. How you behave drives what you do. And how you behave is rooted in how you think. Shifting your thinking is the key to any change you want to make – both personally and professionally. And we’re not talking about affirmations or motivational quotes!

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Thursday, March 18, 2021

First Bank held a webinar on March 18, 2021 discussing the American Rescue Plan Act of 2021.

The American Rescue Plan Act of 2021 provides stimulus funds for certain individuals and households. Since the U.S. Department of Treasury has already started distributing the funds, some Americans want to know when they can expect to receive their direct deposit or check. David Frederick, Director of Client Success and Advice with First Bank Wealth Management, gave insight on what this new government stimulus means for you, your family, and your business.

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Tuesday, March 09, 2021

The Center for Family-Owned Businesses held a webinar on Tuesday, March 9th covering the right way and the wrong way to resolve conflict in a family business.

Could your family use some effective strategies for managing and resolving conflict when it comes to your family business? Our special guest Kaitlyn Erb, consultant with CMA, discussed effective methods and best practices to help manage conflict within a family business, while also maintaining harmony within the family.

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Wednesday, February 24th, 2021

The First Bank Financial Education Center held a webinar on Wednesday, February 24th, 2021 covering the Paycheck Protection Program for First Draw Borrowers, including program details, eligibility, and how to apply with First Bank.

Our special guests included:
Tim Fogerty, Managing Director, First Bank Commercial Banking
Kate Mayfield, Director of Credit Underwriting, First Bank

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Additional Details:
Deck: First Draw PPP Presentation 02/24/21

Tuesday, February 9, 2021

First Bank’s Center for Family-Owned Businesses held a webinar on Tuesday, February 9, 2021 focused on Sound Strategies for your Family Business: How Buy-Sell Agreements Help Protect your Company’s Future.

Our special guests, David Frederick, Director of Client Success and Advice at First Bank and Paul Klug, Shareholder at Polsinelli, covered the role of Buy-Sell Agreements in the context of family-owned businesses. They discussed what a Buy-Sell Agreement is, how it works in a family business, what some common pitfalls to avoid are, and how to ensure that the future of your business is well protected.

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Thursday, January 28, 2021

The First Bank Circuit, a financial empowerment group, designed especially for women business owners, entrepreneurs, and executives, held their second webinar on January 28th.

Our special guests, Ashley Nelson, Executive HR Leader at True Manufacturing and Becky Pitzer, Director of Human Resources at True Manufacturing, discussed HR Trends for 2021.

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Deck: HR & Employee Benefits Trends in 2021

Tuesday, January 05, 2021

Tim Fogerty, Managing Director of First Bank Commercial Banking and Kate Mayfield, Director of Credit Underwriting at First Bank provided updates from the COVID-19 Relief Economic Aid Act passed at the end of December, including information on Second Draw PPP Loans. They also provided information on how to apply for a second draw loan with First Bank.

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Deck: Economic Aid Impact: Important PPP Updates - 01/15/21

Tuesday, January 12, 2021

First Bank’s Center for Family Owned Businesses held a webinar on January 12th covering COVID vaccinations and if employers can require them.

Charles Jellinek of Bryan Cave Leighton Paisner Law Firm and Jacob Herschend, Vice President, Risk Management & Consultant at Marsh & McLennan Agency (MMA) shared insight on a number of issues related to an employer’s ability to require employees to receive a COVID vaccination.

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Deck: Family Business Resource Center PPP Webinar Series - 01/12/21

2020

Monday, October 19, 2020

First Bank is excited to launch the First Bank Circuit, a financial empowerment group, designed especially for women business owners, entrepreneurs, and executives. Our goal is to develop a network that helps women business leaders in both family-owned businesses and non-family-owned businesses build relationships with those facing similar challenges.

Our first event was held on October 15, with speakers Lisa Hu, CEO of Lux and Nyx (luxandnyx.com) and Bronwyn Ritchie, Senior Strategist at Rodgers Townsend (rodgerstownsend.com), discussing how to grow your business using social media.

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Thursday, September 24, 2020

PPP Loan Forgiveness Updates and Focusing Your Sales Force in the COVID-19 Environment.

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Additional Details:
Deck: Family Business Resource Center PPP Webinar Series - 09/24/20

Wednesday, August, 05 2020

PPP Loan Forgiveness Updates and Legal Liability Considerations.

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Deck: Family Business Resource Center PPP Webinar Series - 08/05/20

Webinar: The Fred Factor–Turning Ordinary Leaders into Extraordinary Leaders


 

Tuesday, April 9, 2024 
8:30 am-9:30 am PDT | 10:30 am-11:30 am CDT

What if you could inspire every person to pursue their best? Mark Sanborn, motivational speaker and author of The Fred Factor: How Passion in Your Work and Life Can Turn the Ordinary into the Extraordinary shares how to create extraordinary workplaces by transforming ordinary acts into remarkable results. Joining him in discussion is First Bank’s CEO Mikel Williamson.


Mark Sanborn, President of Sanborn & Associates, Inc. 

“Few of us can be famous, but every one of us can be great.” This mantra is at the core of Mark Sanborn’s keynotes and leadership training programs, and one that resonates with organizations around the world who want to create workplace cultures that stand out. As President of Sanborn & Associates, Inc., Mark has spent 30 plus years cultivating extraordinary leaders.

Read Mark Sanborn’s full bio.
 

Mikel Williamson, President and CEO, First Bank | FB Corporation

Mikel Williamson, president of First Bank, assumed the role of President and CEO, effective Nov. 1, 2023. He took over day-to-day bank responsibilities and now serves as CEO and president of FB Corporation, the holding company of First Bank.

Read more about Mikel Williamson.

Event: Building a Brand Legacy: Marketing Strategies for Family Businesses



Save the Date

Tuesday, May 14, 2024
8:00 am – 11:00 am PDT

Concordia University Irvine
1530 Concordia West, Irvine, CA 92612
Denault Auditorium, Room 120 in Grimm Hall
Campus Map

8:00 am – 9:00 am – Registration and Continental Breakfast
9:00 am – 11:00 am – Presentation
 
Presented by First Bank's Center for Family-Owned Businesses, join us for this special in-person event at Concordia University Irvine – Grimm Hall, featuring guest speakers Jenny Dinnen, Katie Rucker, and Brent Williams of MacKenzie Corporation as well as Kelly O’Malley and Todd Hansen of O’Malley Hansen Communications, for an engaging presentation and collaborative session on family business branding. Michael Dierberg, Chairman of FB Corporation and First Bank, will present highlights from First Bank’s 2024 Family Business Survey.
 

Speakers

Jenny Dinnen, Katie Rucker, and Brent Williams – MacKenzie Corporation
Kelly O’Malley and Todd Hansen – O'Malley Hansen Communications
Michael Dierberg – First Bank
George Wright – Concordia University Irvine School of Business

Registration coming soon.

2024

Female owners and leaders gathered for an interactive seminar that focused on a new model of leadership that’s based on social psychology of women. In addition, this event unpacked the history behind it all to provide an understanding of the social forces from which leaders emerge.

 

Guest Speakers

  • Rachel Wallis Andreasson, Executive Director of Temple Israel
  • Lisa Locher, President of Sullivan Hospital
  • Kathy Overbeke, CEO, Generational Planning Strategies
  • Stacy Feiner, CEO, Feiner Enterprises
Rachel Wallis Andreasson believes the right people come into your life at the right time for a specific purpose. Rachel has a passion for supporting women and helping them build their network. She joined her family business during its first major acquisition and then built infrastructure, people, and family governance systems for the next twenty-four years. She was the first woman to become President of the Missouri State Association for the Convenience Store Industry, and she was awared the Leadership Award by her peers while earning her MBA at Washington University. After serving in various leadership positions in her family business, Rachel became the CEO, overseeing 1,100 team members. Today, she remains a shareholder and board member of the family business and is the Executive Director of the Reform Synagogue where she grew up and is a proud mother of three. Rachel serves on a bank board, is a mentor, and was a founding member of the community foundation where she continues to oversee a learning center that serves 100 children in rural Missouri. Rachel is a self-starter on initiatives that bring value to an organization and thrives on moving people and organizations forward.
Lisa Lochner is passionate about supporting and encouraging the team she works with to produce the best results for the people they serve. She is very proud of the community where she lives and raised her family. She served on the local school board for nine years. She was named woman of the year for her community while earning her MBA at Webster University. She served in various leadership positions, including establishing a foundation board and fundraising activities to invest back into building stronger community outreach services. Lisa was the first woman to become President for her hospital in 60 years. Lisa is a driven individual who works to be a servant leader to the community she serves, continually on the quest to strategically grow and enhance the services to enlarge the footprint of healthcare services to the communities we serve.
Dr. Kathy K. Overbeke draws her experience as an entrepreneur and practitioner-scholar to help individuals and businesses discover strengths to conceive new possibilities and reach desired outcomes. She is a family-business advisor and executive coach who works with Fortune 500, middle market, and small businesses. When working with family businesses, Dr. Overbeke aims to keep the entrepreneurial fire alive when maintaining family harmony. She is informed by empirical research when helping family businesses plan for the future and when helping to develop leaders. Dr. Overbeke has published original research in academic journals and has presented her research internationally. She has also published in popular journals such as Psychology Today. She was an entrepreneur for over 25 years before returning to school to earn her Doctorate in Management. Subsequently, she founded GPS: Generation Planning Strategies, LLC, joined Executive Coaching staff at Case Western Reserve University, and became an adjunct professor of leadership, marketing, and independent studies at various colleges.





 
Dr. Stacy Feiner is an accomplished psychologist, entrepreneur, investor, and mother. She champions the aspirations and ambitions of family businesses with a pro-growth, pro-health approach that untangles conflict, strengthens emotional dynamics, and facilitates growth. Dr. Feiner founded her firm in 2018 to support the unique needs of private enterprise and ensure they thrive. Committed to optimal results, she collaborates with experts from various disciplines to execute unconventional solutions. Curious about people's lives, Dr. Feiner lived in eight US cities, traveled nine countries, and lived in Japan. Trained as a Doctor of Psychology (PsyD), Dr. Feiner worked in college counseling as a psychotherapist and in corporate settings as a performance coach: Vassar College, Merrill Lynch (Series 7 & 63 Licenses), Key Bank, and BDO USA. In 2015, Dr. Feiner published her first book, Talent Mindset. While in high school, she attended Stone Center lectures at Wellesley College to study Self-in-Relation Theory with Dr. Jean Baker Miller.


 


First Bank, in collaboration with the visionary team at Ai23, Natalee Champlin, Reko Moreno, and Hector Garcia, invites you to watch the webinar: "Leveraging the Power of AI to Build a Brand." Dive into the world where AI isn't just a buzzword but a game-changer in shaping the future of your business. 
 

Why Watch? 

  • Expert Insights: Learn from the best! The team at Ai23 is renowned for transforming the AI landscape in branding and marketing. 
  • Practical Strategies: Gain actionable AI-driven strategies tailored for entrepreneurs and family businesses. 
Hector Garcia, Reko Moreno, and Natalee Champlin bring a combined powerhouse of creativity, strategy, and technical expertise. From AI in Hollywood to revolutionizing CPG branding, they're at the forefront of AI application in business. Their insights aren't just theories; they're proven strategies reshaping industries.
Hector Garcia, an innovator in the CPG sector, directs a highly esteemed creative firm known for its 25-year legacy of innovation. His skill in blending AI with artistic design has ushered in a new era in the industry, acclaimed globally. The firm's strategic alliances with Fortune 100 and top international brands have made a substantial imprint in key retail markets. Its recent 2023 AI Creative Agency of the Year award from the Internet Marketing Association exemplifies Hector's groundbreaking leadership.





 
Reko Moreno is an exemplary fusion of artistry and entrepreneurship. His journey from finance to Hollywood showcases his versatility, excelling as a media professional across acting, writing, directing, and producing. Reko's entrepreneurial ventures extend from financial services to impactful media production, where he partners with prominent brands. Currently, he is pioneering AI in the media sector, transforming creative processes and setting new benchmarks in efficiency and innovation.
 
Natalee Champlin, known as The Velvet Hammer, is a trailblazer in marketing, renowned for seamlessly integrating AI into business growth strategies. Her entrepreneurial prowess, demonstrated by founding and selling her first company before turning 30, highlights her exceptional business acumen. As an esteemed AI Persona Consultant, Natalee's expertise in utilizing AI for marketing revolutionizes how businesses approach the market, ensuring growth and leadership in the AI-driven era.









 

Moderator

Doug Lopp joined First Bank in December 2023 as Senior Vice President and Chief Information Officer for the technology department. He oversees all aspects of IT infrastructure, technology platforms, enterprise architecture, and application development and innovation. Doug has over 30 years of experience in IT and product software development at ACI Worldwide and First National Bank of Omaha in Nebraska. He has a Bachelor of Science degree in Computer and Mathematical Sciences from Northwest Missouri State University in Maryville, MO. He’s developed a deep passion for leveraging a variety of technologies to solve real client problems in new, innovative ways. He believes that when business, product, and technology are embedded together, they are indistinguishable and desired outcomes become the same. From there, organizations can truly deliver great products to their clients. 

 

2023


How to Build and Sustain a Successful, Enduring Enterprise


The Family Business Symposium, presented by First Bank's Center for Family-Owned Businesses, brought together family business owners for a two-day interactive event in Santa Barbara, California, on October 19-20, 2023, and featured guest speakers with a wealth of knowledge in the family business industry.

Leaving a Legacy: What Are the Purposes Your Family Business Serves?

Mike Dierberg, Chairman of First Bank, kicks off the 2023 Family Business Symposium with the question, "What are the purposes your family business serves?" As family business owners reflect on their connection to the past, how can family businesses use this strength of shared experience to offer guidance to future generations and maintain core values for years to come in order to leave a lasting legacy.

Building a Lasting Legacy: The Tenets of Multigenerational Family Businesses

Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, shares his findings after interviewing 100 fourth-generation family businesses worldwide. His study, spanning 20 countries, found that multigenerational family businesses shared four key tenets: They have an exit policy, a family education process for the next generation, a family constitution, and a family council. Learn more about Jaffe's study and how successful family businesses have built a lasting legacy spanning across multiple generations to not only build a great business but a great family.

Keeping the Magic Alive: Developing Longevity in Family Businesses

Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, interviews four multigenerational family business panelists discussing topics such as engaging the next generation, overcoming adversity, promoting family connections, and building and mainting a shared identity. Listen to the panelists as they talk about preparing the next generation of their business, how they handle complications, and how they keep family harmony.

Panelists
  • Dennis Jaffe: Senior Research Fellow, BanyanGlobal
  • Frank Foster: Managing General Partner, Gideon Hixon Fund
  • Lisette Gaviña Lopez: Managing Director and Chairman of the Board, F. Gaviña and Sons, Inc.
  • James Clement: Senior Vice President and General Manager, Grass and Rangeland, EarthOptics, Marine, Rancher
  • Mike Dierberg: Chairman, First Bank

Defining Success in Family Businesses

Josh Baron, Senior Lecturer, Harvard Business School and Co-Founder, BanyanGlobal, explores what it means to define success in a family business. In discussion of owner strategy, Baron notes family businesses must establish values and maintain a strong purpose, or "why," to build the framework of defining success for the business. Watch Baron's presentation and his discussion with family business owners on navigating strategy and metrics to define success. 
Presented by First Bank's Financial Education Center

Our fraud prevention webinar, “Stopping a Thief: Modern Day Fraud Prevention,” is designed to raise your awareness and provide a defense against modern day fraudsters. Our guest commentators provide you with the latest insights into protecting yourself from financial exposure to the fraud attempts pervasive in our lives. Walt Czerminski , CEO of Cytellix®, and Ron Steinkamp, partner at Armanino LLP, are guest commentators. Pete Richardson, First Bank Managing Director, is serves as moderator.

Walt Czerminski is a seasoned executive and security expert having held CIO, CTO, and CISO executive roles at companies including State Street Bank, EmpathIQ, Brown Brothers Harriman, Brandes Investment Partners, CP Consulting Group, and EY.  Cytellix® was created inside Information Management Resources Inc, (IMRI) as the Cybersecurity Division.  IMRI has had over 12-years' experience providing cybersecurity solutions to the Department of Defense, the Intelligence Community, and several Federal Agencies.  



Ron Steinkamp has over 30 years of experience in internal audit, construction audit, and fraud prevention and detection. His expertise covers a variety of industries, including construction, government, healthcare, higher education, manufacturing, nonprofit, retail and telecommunications. Armanino LLP is a top 25 accounting and consulting firm in the nation, delivering a depth of knowledge, a range of services, and a consistent and responsive team.


Pete Richardson brings over 20 years of experience as a banker and CFO to First Bank. He works with the Midwest Commercial lenders to help clients meet their financial goals and ensure a high standard of service. Pete has Bachelor's degrees in Finance and International Business from Ohio University and is completing an Executive MBA from Washington University in St. Louis. He currently serves on an advisory board at Ohio University and has been on boards at the Contemporary Art Museum and the Missouri Botancial Gardens.

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Presented by the First Bank Center for Family-Owned Businesses and Josh Baron of Harvard Business School and BanyanGlobal Family Business Advisors, the webinar, “Finding the Right Level of Conflict in Your Family Business” discusses how family businesses can manage conflict to find a “Goldilocks Zone.” Family businesses have produced some of the world’s greatest business success stories. Others have generated headlines of a very different kind, finding themselves in conflicts that have destroyed assets, relationships, or both. This session unpacks why those tragic outcomes occur, as well as how they can be mitigated and, ideally, prevented. It’s also about the dangers of avoiding conflict, which can also bring down a family enterprise just as disastrously as excessive fighting. Watch this webinar so that you may explore where conflict comes from in family enterprises, and how they are different from non-family enterprises. Baron talks about why too little conflict can be as much of a problem as too much. In addition, you will take away four concrete strategies for managing conflict and avoiding a family feud.
 
Presenter:
Dr. Josh Baron, Senior Lecturer at Harvard Business School and Co-Founder/Senior Advisor at BanyanGlobal
Dr. Josh Baron is a Senior Lecturer at Harvard Business School, where he teaches courses in the MBA and Executive Education programs. He is also a Co-Founder and Senior Advisor at BanyanGlobal, where he has spent over a decade working closely with families who own assets together, such as operating companies, family foundations, and family offices. He helps these families to define their purpose as owners and to establish the structures, strategies, and skills they need to accomplish their goals. Josh’s research and writing focuses on how to build a family business that lasts, how to manage conflict in a family enterprise, and how family ownership can create a competitive advantage. He is co-author of Harvard Business Review’s Family Business Handbook. He was formerly an Adjunct Professor at Columbia Business School, where he taught MBA courses on Family Business Management and Managing Conflict in Family Business. Visit the Harvard Business School for a full bio.

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Hosted by Michael Dierberg, Chairman and fourth generation family business owner of First Bank, family business owners gathered for a panel discussion regarding strengthening your family business through a philanthropic commitment.  

The panel discussion covered:
  • What does philanthropy mean?
  • When is it a good time to engage your family in philanthropy?
  • What are some perspectives on charitable giving from family-owned businesses, nonprofits, funders, and advisors?
  • What is your philanthropic strategy, and what is the right philanthropy for your family's legacy?
  • How do nonprofits identify and engage with legacy donors?

Panelists

  • Michael Dierberg, First Bank
  • Eric Goodman, Mountain View Services
  • Shelley Hoss, Orange County Community Foundation
  • Lauren Plichta, Big Brother Big Sisters of Los Angeles
  • Charles Antis, Antis Roofing
  • Tim Bauer, Olive Crest
Hosted by the First Bank Center for Family-Owned Businesses, watch “Do They See Your Family Business for All It’s Worth? Learn the Value” where John K. Murphy, guest speaker and president of JK Murphy Advisors, discusses why understanding the value of your business, even if you have no intentions to sell, is imperative. Murphy will share tools on how to understand the value of your family business, especially when it comes to how your competitors and industry experts see your business. In this session, you will explore your strengths, weaknesses, and opportunities to improve.

Guest Speaker:
John K. Murphy
President of JK Murphy Advisors


John K. Murphy, affectionately known as “Murph”, has spent his career working with private business owners to successfully achieve their growth stories acting in a consulting and advisory board-type role. After 20 years as an investment banker, Murph started JKMA in 2004 and put his, “We think like a buyer, not an owner” philosophy to work. Murph’s straightforward, yet patient, hands-on approach provides clients with the trustworthy partner they need to meet their strategic, growth, liquidity, succession, Market Value, risk tolerance, and shareholder transition objectives. Murph has also been an active angel investor for the last 15 years, giving him broader insights to apply with his consulting clients. Whether it’s at the poker table or navigating turbulent waters, Murph’s poker face gives nothing away. He is a dedicated Green Bay Packers and Wisconsin Badgers fan who graduated from the University of Wisconsin with a Bachelor of Arts in Finance and Marketing, and holds an MBA in Finance from the University of Chicago.

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Most jobs lack a compelling purpose. This deficiency makes us sluggish, disengaged, careless, disloyal, unhappy, and unhealthy. Fortunately, there’s a way to free ourselves from the modern trap of meaningless labor without switching careers or quitting jobs. The scientifically validated practice of job purposing, which involves tilting everyday work toward meaningful contributions to others or societal causes, elevates ordinary work into a fulfilling venture.  

Guest Speaker:
Bea Boccalandro
Founder and President of VeraWorks
Author, College Professor, and Professional Speaker

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Hosted by First Bank's Center for Family-Owned Businesses, family business owners and marketing teams gathered for insights on building a brand legacy. The sessions covered:

  • Insights and Research Findings from First Bank’s 2023 Family Business Survey
  • Why It’s a Good Time to Share Your Family Business Story
  • Tips on How to Build Out Your Story
  • Framework for Leveraging Data You May Already Have
  • Putting it all Together – Ensuring We Get the Family (and everyone else) Singing from the Same Songbook
  • Tools Every Family Business Should Have in their Marketing Toolbox


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Watch this passionate discussion about family legacy and family business, with Michael Dierberg, Chairman of the Board, FB Corporation (First Bank) and fourth generation owner, and Pierre duPont of the duPont family. This intriguing and inspiring discussion between two American, values-driven family business leaders focuses on running a multi-generational family business, investment strategies, philanthropic endeavors, and honoring and protecting the family and family business legacy.

Guest Speakers:
Pierre duPont
Independent Advisor

Pierre duPont is an independent advisor to individuals, entrepreneurs, businesses, and business owners. He has a long history of starting companies and working with private business owners, founders, tech startups, and growth companies, middle-market company executives, investors of all types, wealthy individuals/families, and multi-gen inheritors. A mentor to early-stage companies of many types, and an occasional angel investor, Pierre is skilled in entrepreneurship, strategic planning, venture capital & PE, family offices, capital markets, mergers & acquisitions, finance, and investing. He is also a seasoned professional with an unparalleled global network and a passion for service as a fiduciary for his clients.

Michael Dierberg
Chairman of FB Corporation and First Bank

Continuing its fourth generation of family ownership, Michael Dierberg serves as the Chairman of FB Corporation and First Bank. Michael’s passion is helping family and privately-held businesses thrive, grow, and succeed for many generations. Prior to rejoining First Bank in 2010, Michael was an attorney at the United States Department of Justice and before that served as General Counsel of First Bank. Michael is also a second-generation owner of Star Lane and Dierberg Vineyards, located in Santa Barbara, California.

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Dennis T. Jaffe, PhD, Senior Research Fellow at BanyanGlobal Family Business Advisors, acclaimed workshop leader, speaker, and author, will share common traits, actions, and philosophies of family enterprises around the world that are 100 years old, or older. Based on his in-depth research and findings from his highly-acclaimed book, “Borrowed From Your Grandchildren: The Evolution of 100 Year Family Enterprises,” Dennis will dive deeper into this important topic. Included in the discussion are panelists scheduled to present at our October 2023 symposium.  

Guest Speaker:
Dennis T. Jaffe, PhD, Senior Research Fellow at BanyanGlobal Family Business Advisors

For over 40 years, Dennis has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next-generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients. An acclaimed speaker, workshop leader, and writer, Dennis is one of the most recognized names in the field of family business, having helped hundreds of families and their advisors work through generational transition issues. He has written more than 100 articles, and his books have influenced the development of the field. His most recent book, Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprise (Wiley, 2020), reports on his interviews with family members from 100 global 100-year business families. See full bio: https://banyan.global/team-member/dennis-jaffe/.

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Tuesday, March 21, 2023, 2:00 – 3:00 PM (Central)

Presented by the First Bank Center for Family-Owned Businesses, the Webinar “Should They Stay or Should They Go? Rethinking How to Prep Next Generation Family Business Leaders” will discuss the involvement of next-gen members in a family business as significant contributors to the continuity and success of the family business. However, that business success hinges on the next-gens’ willingness and ability to make those contributions. In order to survive and thrive across generations, family businesses must not only identify those individuals who express interest in leading the firm, but also better understand how to successfully prepare the next generation of leadership. Also, guest panelists will discuss the role outside experience plays in the next gens’ preparation.

Guest Speakers:
Dr. Carol Wittmeyer
Interim Dean, St. John Fisher College
Cornell Family Business Fellow

Dr. Isabel Botero
University of Louisville
College of Business

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Tuesday, February 21, 2023

In this session, Meridith Elliott Powell, CSP, CPAE, Business Motivational Speaker, Award-Winning Author, and Business Strategist at MotionFirst, shared specific strategies used by world-class organizations to thrive in these uncertain economic times.

Speakers
Meridith Elliott Powell, CSP, CPAE
Business Motivational Speaker, Award-Winning Author, Business Strategist @MotionFirst
Voted one of the Top 15 Business Growth Experts to watch by Currency Fair, Meridith Elliott Powell is an award-winning author, keynote speaker, and business strategist. With a background in corporate sales and leadership, her career expands over several industries, including banking, healthcare, and finance. Meridith worked her way up from an entry-level position to earn her seat at the C-Suite table. She is a Certified Speaking Professional, a designation held by less than twelve percent of professional speakers, and a member of the prestigious Forbes Coaching Council.

Research: The Impact of Uncertainty on American Business Today Research Report Series

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Wednesday, January 18, 2023, 1:00 pm CDT

First Bank held an Economic Outlook: Unique Opportunities in a Potentially Challenging Year webinar on January 18th.

George Nicola, Senior Vice President and Chief Investment Officer for First Bank Wealth Management, and a panel of experts discussed the possible challenges investors may face in 2023. From recession to stagflation, the panel unpacked how investors can avoid costly mistakes and capitalize on opportunities that may arise in a potentially challenging year.

Panelists: Sr. Vice President, Chief Investment Officer, First Bank Wealth Management
Alan Strauss, Sr. Partner, Director of Investor Relations, Crystal Capital Partners
Peter Gray, Sr. Managing Director, Altus Properties
Benjamin Hill, Sr. Portfolio Manager, FCI Advisors

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Tuesday, January 17, 2023, 2:00 pm  – 3:00 pm CDT

The First Bank Center for Family-Owned Businesses held a webinar on January 17th about culture with Dr. Allie Taylor and Donna Brighton. Allie and Donna led a conversation to put together the culture conversations from our October and November webinars, and to increase understanding of how to harness the strength of the family system to build an organizational culture that accelerates business results.

Guest presenters: Donna BrightonChief Ideas Officer, Brighton Leadership Group and Dr. Allie TaylorBusiness Psychologist, Trusted Advisor, Researcher, and Speaker

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2022

Tuesday, November 15, 2022 ,2:00 pm – 3:00 pm CDT

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, as we explore and develop strategies for creating an intentional culture, even through unintentional, accidental, or even hypocritical actions.

Guest presenter: Dr. Allie Taylor, Orange Kiwi Consulting

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Tuesday, October 18 2022, 2:00 pm  – 3:00 pm CDT

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.

Guest speaker: Donna Brighton, Brighton Leadership Group

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Tuesday, August 9, 2022 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

Guest presenter: Tom Crotty, Practice Leader, Sensiba San Filippo

Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office,  how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.

Related Articles
The Value of a Family Office: A Deep-Dive into the Benefits and Services a Family Office Can Provide to a Family
Do I Need a Family Office? A Guide for the Rich and Not So Famous
List of Family Office Services
Family Office Meaning
What Is A Family Office, And Does Your Family Need One?
The Family Office Quick Guide
What Is A Family Office And Do I Need One?

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Tuesday, July 12, 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

Your family business has capital to invest and talented family members, so how do you take advantage of this for your family’s benefit? Join Joe Ambrose, Executive Director of the First Bank Center for Family-Owned Businesses, as he moderates our panel discussion of making the most of adding businesses to your family’s portfolio of investments.

Guest panelists:
Bryan Graiff, CPA/ABV/CGMA, CVA, CFE, CM&AA, Partner, Armanino
Paul Klug, Shareholder, Polsinelli

Related Articles
3 reasons business owners should invest outside of their business
Diversifying your family business helps to insulate you from risks
Diversify Your Family's Risks by Returning to Its Entrepreneurial Roots

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Tuesday, June 14, 2022 2:00 PM - 3:00 PM (Central)

Join us for a panel discussion on how to decide what’s best for your business and your family when it comes to the board of directors. Our panel members will share their unique perspectives on this important family business governance issue. 

Moderator: 
Michael Dierberg, Chairman of FB Corporation and First Bank 

Guest Panelists: 
Don Jubel, Chairman of the Board, Spartan Light Metal Products, St. Louis, MO 
Tom Bakewell, Principal, Thomas Bakewell Consulting, LLC, St. Louis, MO 
Jacob Herschend, Stockholder and Family member, Herschend Family Entertainment

Related Articles
What Is a Board’s Role in a Family Business?
Why Should You Form a Board of Directors?
Four Things That the Best Family Business Boards Do Well
Organizing the Family-Run Business

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Tuesday, May 17, 2022 | 2:00 – 3:00 pm (Central), 12:00 – 1:00 pm (Pacific)

What are Cryptocurrencies and are they right for you?  Find out the answers on Tuesday, May 17, 2022 at 2:00 PM (Central) and 12:00 pm (Pacific) when Noah Buxton with Armanino LLP demystifies the world of digital currency. Noah is the Practice Leader for Blockchain and Digital Assets at Armanino LLP and has an extensive background in the rapidly evolving area of new technologies.  He will share his insights in an easy-to-understand format.  You won’t want to miss this enlightening presentation!

Guest Speaker: Noah Buxton, Practice Leader for Blockchain and Digital Assets, Armanino LLP

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The First Bank Center For Family-Owned Businesses held a conference on building and sustaining a successful, enduring family business enterprise. Josh Baron, author of the Harvard Business Review Family Business Handbook, and co-founder of BanyanGlobal, presented his Four Room Model as a family business governance structure.

0:00 Introduction
2:00 Addressing Fairness Issues
4:09 Succession Planning
6:44 Fairness and Equality
8:48 Four Room Model for Succession Planning
11:50 Using the Four Room Model for Fairness
15:25 Using the Four Room Model for Transitions
20:00 Succession in a Family Business
22:20 Ownership versus Leadership Transitions

Watch On Demand

The First Bank Center For Family-Owned Businesses held a conference on building and sustaining a successful, enduring family business enterprise. Josh Baron, author of the Harvard Business Review Family Business Handbook, and co-founder of BanyanGlobal, presented his Four Room Model as a family business governance structure.

0:00 Focus on Longevity
6:11 Secrets to Longevity
9:11 Decision Making Power
12:19 The Four Rooms of a Family Business
15:33 Decision Making Structure
18:40 Decision Making Process
21:22 Talent: Family Employment Policy
22:30 Benefits of an Independent Board
23:48 Advice on Building out Governance

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Tuesday, May 10, 2022 - 11:00 – 11:30 am (Central), 9:00 - 9:30 am (Pacific)

Guest Speaker: 
Paul Wirth, CEPA
Founder & Value Builder Advisor
Blueprint for Entrepreneurial Growth

Revenues, profits, a strong balance sheet: measuring success is important to all businesses. But, are there other important measurements in a family-owned business?  Find out what the key metrics are for successful, generational family businesses. 

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Tuesday, March 8, 2022 11:00 – 11:45 am (Central), 9:00 – 9:45 am (Pacific)

Webinar: First Bank Center for Family-Owned Businesses - The Unexpected You Didn’t Expect: Planning For and Dealing With the Unexpected

Guest Speaker: Jim Del Carmen, Partner, Collaborative Strategies

Business owners can anticipate changes in the future with strategic planning, life insurance policies, estate and trust documents, etc.  But what happens when all of this is circumvented by life changing events with family members and key employees?  Premature death, divorce, criminal behavior, substance abuse or unexpected exits from the business can undermine the best of plans.  What does the family business owner do next?

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Wednesday, February 8, 2022 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The First Bank Financial Education Center held a webinar on February 8th, 2022 titled “Don’t Give Cybercriminals the Keys to Your Business”.

Listen to an important discussion and Q & A with Marc Ashworth, Chief Information Security Officer for First Bank, and Brian Cockrill with the U.S. Secret Service on unlocking proven strategies to help keep your organization safe from cybercriminals.

Chapters:
00:00  Meet the Presenters
01:59 Cryptocurrency
12:51 Ransomware
20:47 Phishing
23:51 Available Resources
29:10 Q & A and final thoughts

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Wednesday, January 26, 2022 | 11:00 AM - 12:00 PM (Central), 9:00 AM – 10:00 AM (Pacific)

George Nicola, Vice President and First Bank’s Director of Portfolio Management and Investments, and Joe Maxwell, Managing Partner at FINTOP Capital, held a virtual discussion on Wednesday, January 26, 2022 on the Capital Market Recap and Outlook and Digitization of Your Wealth.

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2021

Tuesday, December 14, 2021 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

From being labeled the “boss’s kid” and learning the business to unique family dynamics, Michael Dierberg, fourth generation family leader, Chairman of FB Corporation and First Bank, unpacked the challenges many next generation family business leaders face.

Our guest panelists included:

Melissa Markwort – Spartan Light Metals
Buzz Vierling – Roofers Mart
Stephen Ticktin – United California Glass & Door

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Tuesday, November 9, 2021 | 4:00 – 4:45 pm (Central), 2:00 – 2:45 pm (Pacific)

The First Bank Center for Family-Owned Businesses held a webinar on November 9, 2021 discussing the topic of succession planning.

Author and motivational speaker Ken Blanchard, Cofounder and Chief Spiritual Officer of the Ken Blanchard Companies, and Michael J. Dierberg, Chairman of FB Corporation and President of First Bank, discussed how planning for succession is the best way to ensure the future success of any organization.

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Tuesday, September 14, 2021 | 11:00 am – 11:45 am (Central), 9:00 am – 9:45 am (Pacific)

The Center for Family-Owned Businesses held a webinar on September 14, 2021. Shelley Seifert, First Bank’s Chairman and Chief Executive Officer, and peer female family business leaders held a discussion on the obstacles they’ve overcome to achieve success in traditionally male-dominated industries, shared tips for developing confidence as leaders, and instilling growth opportunities for future female leaders in their organization.

Guest Panelists:
Chris Hanna, President at Hanna Winery
Serah Larison, Vice-President, HR & Admin at RMI International, Inc.
Katie Hopkins, President at Truck Centers’ (TCI)

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Monday, August 16th 2021 | 1:00 pm – 1:45 pm (Central)

The First Bank Financial Education Center held a webinar on August 16, 2021 on challenges with inflation, supply chain, and labor.

Special guests Tricia Sanders, Senior Consultant, Collaborative Strategies, Inc. and Jack Smith, Principal, Collaborative Strategies, Inc. discussed current operating challenges business owners are facing due to inflation, supply chain delays, and labor needs. Plus, David Presson, Chief Investment Officer at First Bank Wealth Management, gave his thoughts on inflation, past, present, and future as well as what this means for investors.

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Tuesday, August 10th 2021 | 11:00 am – 12:00 pm (CDT)

Effective succession in a family business starts with a shared vision and growth strategy for the company. Doing what’s right for the business serves as the best compass on which the eventual transfer of both ownership and management authority should be built.  In this overview, key and useable concepts will be shared including drivers of strategic thinking, central components of a strategic plan, best practices of a high impact planning process, and traction in execution.  Rallying family members in the business around a shared picture of the desired future for the company and the win strategy to achieve it will go a long way in proactively preparing and engaging the next generation.

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Additional Details: Strategic Planning as a Foundation for Family Business Succession

Thursday, July 15th 2021 | 1:00 pm – 2:00 pm CDT

Despite the best ownership plans and transparent communications, unforeseen situations can arise in a family-owned business that threaten not only the business existence but family harmony as well.  Allie Taylor of Orange Kiwi Consulting will discuss what to do when even the best laid plans go awry.

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Additional Details:

Tuesday, June 15th 2021

The First Bank Financial Education Center held webinar on Tuesday, June 15, 2021 on ransomware and how to keep your business protected from ransomware attacks.

In the shadows of the recent Colonial Pipeline ransomware attack, First Bank’s Chief Information Security Officer, Marc Ashworth, discussed the current threat environment that could disrupt the operations of your company. He discussed ways to help protect your business from ransomware and other fraud scams, including business email compromises and supply chain compromises. There was also be a panel discussion where Mr. Ashworth and Ms. Karis Merritt, First Bank Security Analyst, answered questions.

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Additional Details:

Tuesday, June 8th 2021

The First Bank Center for Family-Owned Businesses held a webinar on Tuesday June 8th covering The Role of Philanthropy in Family, Business, and Community.

Family businesses often have deep roots in their communities. They receive many benefits from the people that surround them. With effective philanthropy, they have the opportunity to give back. Barbara Carswell, Chief Executive Officer at Youthbridge Community Foundation, Deborah Dubin, CEO & President at Philanthropy Missouri, David Frederick, Director of Client Success and Advice at First Bank, and Stacy Clay, Director of Community Affairs at First Bank, discussed the benefits of business philanthropy, how the business can be an avenue for a family’s charitable intentions, the best ways to structure charitable gifts, and opportunities to get involved in the community.

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Additional Details:

Wednesday, June 2, 2021

The Employee Retention Credit (ERC) was created to encourage employers to keep their workforces intact during the COVID-19 pandemic and has been available for more than a year. But with the new American Rescue Plan Act (ARPA) extending the credit and expanding eligibility, many employers still have questions about ERC. Brown Smith Wallace Tax Principal John Schwartze will walk through the credit extension, expanded eligibility and provide examples of how employers can utilize the ERC for their benefit.

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Additional Details:

Tuesday, May 11, 2021

The Center for Family-Owned Businesses held a webinar on Tuesday, May 11th focused on leveraging SBA programs to help finance your real estate acquisitions.

Our guest speakers Kurt Chambliss of TMC Financial and Jim Hatter, First Bank Commercial Banking Senior Group Manager discussed SBA real estate financing options and how they can help with retirement, estate, and transition planning for family-owned businesses.

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Additional Details:

Thursday, April 29, 2021

The First Bank Circuit held a webinar on Thursday, April 29 on Linking Thinking to Life Balance and Long-Term Success with our guest presenter Mary Kutheis, Executive Coach and Confidant, MCK Coaching + Training.

What you do creates your results. How you behave drives what you do. And how you behave is rooted in how you think. Shifting your thinking is the key to any change you want to make – both personally and professionally. And we’re not talking about affirmations or motivational quotes!

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Additional Details:

Thursday, March 18, 2021

First Bank held a webinar on March 18, 2021 discussing the American Rescue Plan Act of 2021.

The American Rescue Plan Act of 2021 provides stimulus funds for certain individuals and households. Since the U.S. Department of Treasury has already started distributing the funds, some Americans want to know when they can expect to receive their direct deposit or check. David Frederick, Director of Client Success and Advice with First Bank Wealth Management, gave insight on what this new government stimulus means for you, your family, and your business.

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Additional Details:

Tuesday, March 09, 2021

The Center for Family-Owned Businesses held a webinar on Tuesday, March 9th covering the right way and the wrong way to resolve conflict in a family business.

Could your family use some effective strategies for managing and resolving conflict when it comes to your family business? Our special guest Kaitlyn Erb, consultant with CMA, discussed effective methods and best practices to help manage conflict within a family business, while also maintaining harmony within the family.

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Additional Details:

Wednesday, February 24th, 2021

The First Bank Financial Education Center held a webinar on Wednesday, February 24th, 2021 covering the Paycheck Protection Program for First Draw Borrowers, including program details, eligibility, and how to apply with First Bank.

Our special guests included:
Tim Fogerty, Managing Director, First Bank Commercial Banking
Kate Mayfield, Director of Credit Underwriting, First Bank

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Additional Details:
Deck: First Draw PPP Presentation 02/24/21

Tuesday, February 9, 2021

First Bank’s Center for Family-Owned Businesses held a webinar on Tuesday, February 9, 2021 focused on Sound Strategies for your Family Business: How Buy-Sell Agreements Help Protect your Company’s Future.

Our special guests, David Frederick, Director of Client Success and Advice at First Bank and Paul Klug, Shareholder at Polsinelli, covered the role of Buy-Sell Agreements in the context of family-owned businesses. They discussed what a Buy-Sell Agreement is, how it works in a family business, what some common pitfalls to avoid are, and how to ensure that the future of your business is well protected.

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Additional Details:

Thursday, January 28, 2021

The First Bank Circuit, a financial empowerment group, designed especially for women business owners, entrepreneurs, and executives, held their second webinar on January 28th.

Our special guests, Ashley Nelson, Executive HR Leader at True Manufacturing and Becky Pitzer, Director of Human Resources at True Manufacturing, discussed HR Trends for 2021.

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Additional Details:
Deck: HR & Employee Benefits Trends in 2021

Tuesday, January 05, 2021

Tim Fogerty, Managing Director of First Bank Commercial Banking and Kate Mayfield, Director of Credit Underwriting at First Bank provided updates from the COVID-19 Relief Economic Aid Act passed at the end of December, including information on Second Draw PPP Loans. They also provided information on how to apply for a second draw loan with First Bank.

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Additional Details:
Deck: Economic Aid Impact: Important PPP Updates - 01/15/21

Tuesday, January 12, 2021

First Bank’s Center for Family Owned Businesses held a webinar on January 12th covering COVID vaccinations and if employers can require them.

Charles Jellinek of Bryan Cave Leighton Paisner Law Firm and Jacob Herschend, Vice President, Risk Management & Consultant at Marsh & McLennan Agency (MMA) shared insight on a number of issues related to an employer’s ability to require employees to receive a COVID vaccination.

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Additional Details:
Deck: Family Business Resource Center PPP Webinar Series - 01/12/21

2020

Monday, October 19, 2020

First Bank is excited to launch the First Bank Circuit, a financial empowerment group, designed especially for women business owners, entrepreneurs, and executives. Our goal is to develop a network that helps women business leaders in both family-owned businesses and non-family-owned businesses build relationships with those facing similar challenges.

Our first event was held on October 15, with speakers Lisa Hu, CEO of Lux and Nyx (luxandnyx.com) and Bronwyn Ritchie, Senior Strategist at Rodgers Townsend (rodgerstownsend.com), discussing how to grow your business using social media.

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Additional Details:

Thursday, September 24, 2020

PPP Loan Forgiveness Updates and Focusing Your Sales Force in the COVID-19 Environment.

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Additional Details:
Deck: Family Business Resource Center PPP Webinar Series - 09/24/20

Wednesday, August, 05 2020

PPP Loan Forgiveness Updates and Legal Liability Considerations.

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Additional Details:
Deck: Family Business Resource Center PPP Webinar Series - 08/05/20