Videos

Videos December 02, 2021 Succession & Transition

Hear the important steps a business owner or executives should consider during succession planning and leadership transitions from Matthew Kerzner, Ph.D., a managing director in the Center for Individual and Organizational Performance (CIOP).

Videos November 18, 2021 Trends Family Office Transition

Know best practices from financial education and investing guiding principles to look out for when a transition occurs. Transition should happen with the family, not to the family.

Videos November 18, 2021 Problem Solving and Cohesion in Family Transition

Understand a pathway for entry and the potential for people to come together with structure while not feeling hemmed in. It’s important to practice the transition before real life stressors get in the way.

Videos November 17, 2021 Extended Q&A Segment with Ginny Clarke

A Q&A discussion about the top questions asked by attendees of the “Winning the Talent War: Creating the Workplace” keynote session from our 2021 National Summit.

Videos November 17, 2021 On-Demand: Winning the Talent War: Creating the Workplace of Tomorrow

Gain insight into how to empower your organization to build diverse collaborative teams, and the powerful link between internal mobility and employee satisfaction across industries.

Videos November 17, 2021 Extended Q&A Segment with Sean Roche

A Q&A discussion about the top questions asked by attendees of the “Cyber Risk and Big Data: Security Innovation in the Age of Virtual Work” keynote session from our 2021 National Summit.

Videos November 17, 2021 On-Demand: Cyber Risk and Big Data: Security Innovation in the Age of Virtual Work

A discussion on how to secure and transform an organization by integrating advanced digital capabilities.

Videos November 17, 2021 On-Demand: ESG in Action: Sustainable Impact Driving Results

This video explores the different ways companies are connecting to and engaging with Environmental, Social and Governance (ESG) criteria to help create sustainable change.

Videos November 17, 2021 Family Enterprise Advisor Styles

Learn how to think about impact and how to encourage family members to come together and give. Learn how to think about impact and how to encourage family members to come together and give.