Family Business Innovations conducts workshops, seminars, and professional training throughout the United States. Recent engagements have included:- Client Retention: It's Not Always About Money
- How Families Work Together
- How To Be An Effective Owner
- Cultivating Leadership In The Family Business, and
- Family Business Succession Planning
The Financial Planning Association of Illinois. Chicago, IL
The 3 W's of Family Meetings
The National Association of Family Wealth Counselors Fall Conference. Ft. Lauderdale, FL
How to Include the Whole Family in Financial Planning
The Next Big Thing: Building the Future of Client Relationships Through Family Meetings. Capital Trust of Delaware Fall Conference. Scottsdale, AZ
How To Include The Whole Family in Financial Planning
The American Institute Of Certified Public Accountants Annual Succession Conference. Las Vegas, NV
Psychologically Informed Planning
The Financial Planning Association Annual Retreat. Traverse City, MI
Money Dynamics, Personal Dynamics
The Illinois Financial Planning Association Financial Forum. Oakbrook, IL
Psychologically Informed Retirement Planning
The National Association of Professional Financial Advisors (NAPFA) 2003 Midwest Conference. Chicago, IL
Working With Family Business: Challenges, Opportunities, Strategies
The Hoopis Agency Annual Retreat. Lake Geneva, WI
The Northern Trust Family Business Institute's programs include:
Communication and Relationship Tools for Advisors to Family Business
Capital Trust of Delaware Symposium "The Next Big Thing II: Building Relationship Skills to Add Value to Clients' Lives." Paradise Valley, AZ
The Compliant Client
The National Association of Family Wealth Counselors Fall Conference. Las Vegas, NV
Passing On Your Legacy: Are Your Children Prepared? Are You?
The Northern Trust Entrepreneur and Business Owners' Group. Chicago, IL
Professional Collaboration and Wealth Planning
Institute For Dynamic Wealth Innovation. Chicago, IL
Family Business and Wealth Planning
Institute For Dynamic Wealth Innovation. Chicago, IL
Transferring Your Legacy: Are Your Children Prepared? Are You?
U.S. Trust Company. West Palm Beach, Florida
Do Your Clients Follow Your Advice?
The Chicago Bar Association, Young Lawyers Section. Chicago, Illinois.
Dealing With Difficult Partners
The Presidents' Forum. Chicago, Illinois.
Including Family in Family Business Planning
The Financial Planning Association of Illinois. Highland Park, Illinois.
Including Family in Family Business Planning
InKnowVision Institute. Chicago, Illinois.