Financial Education Center

Structures and Strategies: Family Business Succession Planning

Charles Claver, Senior Vice President and Family Wealth Advisor, discusses structures and strategies to implement for passing your business to the next generation successfully.

Women in Family Business and Community Leadership Session 4 and Closing

The fourth and final session in the symposium included a panel discussion with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, and all of the panelists that participated in the symposium earlier.

Women in Family Business and Community Leadership Session 3

The third session in the symposium includes a conversation with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing and Ellen Dierberg Milne, Co-Owner of Dierberg/Star Lane Wineries and Board of Directors at First Bank, titled Being a Board Member & Owning A Winery.

Women in Family Business and Community Leadership Session 2

The second session in the symposium includes a panel discussion titled Leadership Transition to The Next Generation.

Women in Family Business and Community Leadership Session 1

The first session in the symposium includes a conversation between Shelley Seifert and Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, titled Leading a Family Business When It’s Not Your Family’s Business.

Women in Family Business Leadership Opening

First Bank held its Inaugural Women in Family Business and Community Leadership Symposium in Newport Beach, CA. Debra Wanbaugh, Regional Manager for First Bank in Newport Beach, CA and Shelley Seifert, CEO of First Bank, gave introductory speeches for the event.