You can use the information you will learn in this webinar recording to educate and advise your clients, evaluate your own practices, and also to know when you or a client might need the assistance of a forensic accountant or CPA specialist.
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.
A Conversation on Cybersecurity From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses. In this webinar, hear from Lisë Stewart, founder of the Galliard Family Business Advisor Institute, and Lena Licata, Director at EisnerAmper… [Read More]
Money, Money, Money! What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship. In this webinar, Galliard Founder Lisë Stewart shares… [Read More]
On Level Of Engagement And Intent To Leave A Company Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency. All four of these aspects have an impact on workplaces relationships and engagement levels at work. Psy Cap can… [Read More]
The Nuances of Preserving Land-Intensive Family Businesses As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is… [Read More]
Practicing What You Teach Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”… [Read More]
Dealing with Grief in the Planning Process Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert? You… [Read More]
Navigating Individual, Organizational, And Cultural Change There’s a saying that the only constant is change. And we all know that change can be hard, whether it’s wanted or unwanted. Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a… [Read More]
Conflict Diffusion/Prevention Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. What do you do when your eccentric Uncle Fred insists on telling off inappropriate “jokes” at your company holiday party? Or when Cousin Lynn drinks a little… [Read More]
Is your practice running exactly as you’d like it to? Are you working with your ideal clients? Do you have a business plan for next year? Is your practice scalable? Whether you’re an experienced family business advisor or you’re just getting started, chances are a fresh look at how you’re running your practice will help… [Read More]