Newsletter

Sign-up

Youtube Channel

Upcoming Events

January 2023
February 2023

Virtual Purposeful Planning Symposium

The Purposeful Planning Symposium brings together nationally renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning that will improve your practice and client relationships. ...
08 - 10 Feb
Online event

The Original Mixer

The Original Mixer provides its guests with the opportunity to meet and effectively network with other highly successful business professionals. The goal of The Original Mixer is to foster relationships that will generate more business, effective collaborations and genuine friendships. ...
23 Feb
Los Angeles, California
March 2023

Family Business NextGen 2023

Family Business Magazine is hosting a weekly series of five daily one-hour webcasts to address the unique challenges and goals of the next generation of multigenerational family businesses. Each day will feature notable NextGen addressing key aspects facing NextGens in family business today: governance, building credibility, legacy & impact, support networks and succession. ...
06 - 10 Mar
Online event

The Deal’s Corporate ESG & Sustainability Forum

The Deal’s Corporate ESG & Sustainability Forum presents a full day of education and networking exploring what companies and investors are doing to create a more sustainable, environmentally friendly and socially responsible world, while adjusting to continued increases in expectations and standards. ...
07 Mar
New York, NY

2023 Wall Street Green Summit

The 2023 Wall Street Green Summit agenda is focused on building a sustainable finance system for responsible investing and the changing role of business. Key topical areas include ESG Investing & Reporting, Carbon Markets and Finance, Clean Energy solutions to climate change, and Greening Clean Transportation. ...
13 - 14 Mar
8:00 am - 6:00 pm
New York, NY

CBS Family Enterprise Conference – Governing for the Future

The 9th Annual CBS Family Enterprise Conference will be held on our beautiful new Manhattanville campus. This year's theme is Governing for the Future, and will feature intimate conversations on hot topics like modernizing family offices, women in family business, and family business entrepreneurs. ...
24 Mar
New York, NY
No event found!