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.
Impact of Psychological Capital
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]
Change, Change, Change
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]
Your Exit Map: Navigating the Boomer Bust
In this webinar, author John F. Dini presents lessons from his latest book, Your Exit Map: Navigating the Boomer Bust. Designed specifically to facilitate exit planning conversations between business owners and advisors,Your Exit Map is fresh, fun and completely engaging. In the words of one professional (An ESOP advisor), “It feels more like reading a novel than… [Read More]
Millennial Leader Panel
Listening to the Needs of Next Generation Leaders In this webinar, a panel of young Millennial Leaders share their ideas and experiences regarding the ways in which their personal mentors and coaches have helped them to succeed. What do our young leaders need from us as advisors, coaches and mentors? How can we be more… [Read More]
Moving Beyond The Trusted Advisor
From Success To Significance Presented by Marc Rosen & Judy Bodenhamer, Client Experience Institute Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, key stakeholder, or serving on a cross-functional team of experts, the need to develop greater relationship currency and trust is tantamount to… [Read More]
Wealth Transfer Planning
Advanced Techniques for Family Business Advisors Not your run-of-the-mill succession planning webinar! Learn from the experts at Bernstein Private Wealth Management in this one-hour presentation for members of the Galliard Institute. Presenters Steve Schilling and Dylan Malot focus on utilizing liquid assets in ultra-high-net-worth families. They offer a sophisticated analysis on advanced wealth transfer techniques… [Read More]
Parent-Child Dynamics in the Family Business
Rockstar Parents and the Kids Who Live in Their Shadow Strong, entrepreneurial parents can build awe-inspiring businesses, while often raising children who struggle to find a little place in the sun. This can lead to: Difficult power struggles Passive aggressive behavior Inappropriate and victim-like responses …Making family business planning a nightmare! In this member webinar, Galliard… [Read More]
Philanthropy and the Family Business
Leveraging Philanthropy for Business-Owning Family Clients How can business leaders and their families make philanthropic investments in causes that advance their values, while also strengthening their families and building their business brand? Strategic use of philanthropy for the business-owning family is good for the family, good for business, and good for the community. Family business advisor Thomasina… [Read More]
The New Rich
Preparing your clients for a significant change in personal wealth Presented by Agatha Johnson, Prosperity Wealth Management You’ll learn: How to crack open a conversation about wealth management with your clients How to predict or anticipate some of the pitfalls of inheriting or suddenly become wealthy How and when to pull in a wealth management expert… [Read More]
