Financial Education Center

Webinar: Should They Stay Or Should They Go? Rethinking How to Prep Next Generation Family Business Leaders

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.

Webinar: Harness the Strength of the Family — Hitch it to a Culture That Drives Results

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.

Webinar: Culture Conversation Part 2: Using Culture to Accelerate Business Results

The First Bank Center for Family-Owned Businesses held the second part of their series on Using Culture to Accelerate Business Results. Dr. Allie Taylor with Orange Kiwi Consulting gave insight into strategies for creating intentional cultures despite unintentional, accidental, or hypothetical actions.

Webinar: Culture Conversation Part 1: Using Culture to Accelerate Business Results

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.

Webinar: Family Office to Family Enterprise - Strategies for Sustaining Your Wealth & Family Legacy

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.

Webinar: Ready to Buy? Should You Invest As a Family in Other Businesses?

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.