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Webinars

New webinars are available all the time. After they premier live, they remain available on demand for the following 12 months. For a complete listing of webinars, please visit www.financialpoise.com.

Family Business Transition Challenges and How to Solve Them

Family Business Transitions can be Challenging. This webinar offers executives and business leaders’ advice culled from 30 years of coaching privately held companies ranging from $5 million to $100 million in size. Participants will hear advice from 3 Family Business Panelists for creating positive transitions in family owned companies. Bruce Hodes, author and CMI’s Head Coach, will use material from his book, Front Line Heroes: Battling the Business Tsunami While Developing Performance Oriented Cultures.

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Doing Good While Doing Well: Philanthropy and the Family Business Through the Generations

Series: Special Concerns of the Family Business | Perhaps even more than other companies, family businesses are an integral part of their communities, and often show that support through generous donations to charitable organizations. But with all the options available to the socially conscious businessperson, why is old fashioned charitable giving still worth doing? If we do decide to give, there are a variety of choices available to us there as well – how can we be discriminating and savvy to ensure that our giving produces the results we’re after? Finally, once we’ve established a tradition of giving, how do we transition this element of the business to the next generation(s) of leadership; our children and grandchildren? This webinar will explore these questions and more to help you develop your best strategy for responsible citizenship.

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Social Media 101

Series: Business Owner Basics 2015 | Ok. So you have a Facebook and/or LinkedIn account. Maybe you even blog. But what else should you consider doing? And are you even doing what you are doing as well as you could be? And how do you turn your social media and SEO efforts into actual sales? This webinar will help you answer these questions.

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Executive Coaching / Leadership Training

Series: Executive Coaching & Leadership Development | Some say leaders are born. We don’t think so. Leaders can be trained and this webinar explores how to do it.

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How to Get Your Business Ready For Sale

Series: Business Transition and Exit Planning | In the months, even years, before selling a business, there are certain steps that a business owner can take to maximize sale price. These can range from financial housekeeping (i.e. consider whether audited financial statements should be paid for) to operational improvements (i.e. are all customers actually profitable? Should more money go into R&D). This webinar will help business owners and their trusted advisors consider steps that may be prudent to take prior to starting a sale process.

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Marketing 201 for the Small Business

Series: Marketing Your Business | This is a follow up to Marketing 101, and will take a deeper dive on specific marketing techniques.

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Marketing 101 for the Small Business

Series: Marketing Your Business | It takes money to make money, the saying goes. And there certainly are many ways a business can spend money on marketing but how do you know what’s working and what’s not? This webinar will seek to answer this question and, of course, the predicate question of how to figure out where to spend marketing dollars in the first place.

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Forming a Company

Series: One Hour Law School | You are getting ready to form a business. What form should it take? Sole proprietorship? Partnership? LLC? Corporation? Where should you form it? The state you live in? Delaware? How do you make sure your personal assets are protected from your business obligations? This webinar will delve into these and other issues you need to consider as you form a business.

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Helping Your Clients Raise Money

Series: Advising the Start-Up | Many start-up entrepreneurs look to their professional service providers to help them raise capital. Indeed, the ability to help raise money is something many advisors trumpet in order to win clients. How do you, as a professional, go about helping your clients raise money? What are the potential pitfalls in doing this? This webinar will answer these questions.

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Negotiating with Potential Hires

Series: The Start-Up Guide 2015 | A great start-up needs great people. How can you help your start-up client attract and retain great people? And should these people be employees or independent contractors? Should they be offered equity as an incentive and, if so, how should that be structured? Attend this webinar to learn the answers.

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Best Practices for Managing and Protecting Personal Assets

Series: Advising the Start-Up | ”Hope for the best, plan for the worst,” the adage goes. This webinar will cover the basics of asset protection. Your entrepreneur-client is giving her all to her start-up and it looks like the business will be a great success. No one, however, has a crystal ball and things may not turn out as planned. When a business fails, people are sometimes sued. This webinar will explain how to structure things so that if a start-up fails, its founders are protected against an attack on their personal assets.

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Basics of Starting a Business

Series: Business Law Dumbed Down 2015 | This webinar will discuss the basics of starting a business, including: choice of entity; state of organization; and more. Join our panel of experts as they discuss practical and relevant tips essential to starting a business.

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Leadership Distinctions of the Family Business

Leadership in a family businesses is unusually challenging given the leadership responsibilities for both the business and the family. Topics explored in this webinar include: best practices for developing next generation leaders, keeping family harmony when you have working and non-working shareholders, the role of outside advisors in a family business, and unique succession planning ideas. This webinar is produced in conjunction with the Family Owned Business Network.

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Why Brand Matters to Family Business

Series: Special Concerns of the Family Business | The four types of stories to be discussed during the webinar include: The Passion Story – why the business started and what its purpose is The Purpose Story –why you do what you do in business The Value Proposition Story –what you want the market to perceive your brand The Personality Story –how you want people to experience your purpose or brand.

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Making Family Ownership Work: Motivations Matter

Series: Special Concerns of the Family Business | The faculty of this panel will speak from three different professional perspectives on families in business; that of a lawyer, a consultant, and that of a large Family Counsel Chairman. The discussion will include experiences with family business from each of the panel’s perspectives and what they do when the motivations of owners and family members are not aligned. They will discuss how they have used the concept of family business owner personality and psychological types in their work.

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Family Business Human Resources — Staying out of Jail and Reaching New Heights

In this webinar, our panel of HR experts will discuss important and practical approaches to managing people in your family owned business. This informative webinar will address basic EEO/regulatory compliance, risk management, practical HR programs and solutions, and even how an investment in your people practices can pay off in bottom line dollars.

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Protecting the Assets of Your Family Business

Every business owner has a responsibility to know where their business lies in the Business Life Cycle. Whether your business is in the Start up, Growth, Maturation or Transfer stage a business owner that has strategically planned each phase will benefit and hopefully profit from knowing what to do, when to do it and who to engage to help them accomplish these important stages of the Business Life Cycle. Our panel has been built to help you understand and seek the expert knowledge necessary to successfully complete the Business Life Cycle.

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Divorce Proofing the Family and Closely Held Business

It is not uncommon for a business owner’s wealth, net worth, and income to be tied together, and the principal asset the owner’s family looks to for its economic security. In an effort to prevent a dilution of the ownership interest of such an important asset, you might consider divorce proofing the business to protect the “golden goose.” And, it must be fair and reasonable. What does all this mean? Tune in to this webinar to find out many of the issues and agreements to consider. Of all the disputes a business owner might encounter, divorce can be the most destructive.

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How Do You Measure Success?

Sales success means building momentum. This webinar will discuss ways to measure your momentum, and keep you motivated, on the way to success. Learn from our panel of experts effective measurement techniques to ensure your company is growing at the best pace achievable.

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Building Your Sales Team

Are you adding to your existing sales team, adjusting roles of current staff, or building a team for the first time? This webinar is for you. Join panelist and get tips to avoid pitfalls and build a solid plan for expanding revenue through sales staff.

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Family Ownership and the Future of Your Family Business

Series: The Special Concerns of Family Business | Family Ownership and the Future of Your Family Business

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Profitably Growing Your Family Business

Series: The Special Concerns of Family Business | It is possible to develop and grow powerful organizations in challenging times—it just takes dedication and actionable techniques that work. This webinar offers executives and business leaders’ advice culled from 30 years of coaching privately held companies ranging from $5 million to $100 million in size. Participants will learn about tools and techniques for creating outstanding business results. Bruce Hodes, author and CMI’s Head Coach, will guide participants through interactive educational exercises and dialogue based on his book Front Line Heroes: Battling the Business Tsunami While Developing Performance Oriented Cultures.

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Passing on Your Family Owned Business

Family – Employees – Outsiders? Who will be the next owners of your business and when? This seminar will address many of the legal, family and business issues involved in the timing and transfer of your family owned business. The expert panel will discuss appropriate legal guidance when counseling a client on ways to keep and pass down or sell/transfer a family owned business.

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