PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!

October 2017

Tuesday, October 3rd 
Noon ET (60 Minutes)
How to Give Powers to Trust Beneficiaries
Babetta von Albertini, ATM Capital Partners, LLC 

Tuesday, October 10th 
Noon ET (60 Minutes)
Managing Family Conflict Informed by Bowen Family Systems Theory
Mariana Martinez, Psy.D., Director of the Family Clinic at the Bowen Center for the Study of the Family

Tuesday, October 17th 
Noon ET (60 Minutes)
Gen Z: What is the Impact of a Generation Raised in a Digital World?
Lisa Niemeier, PPI Dean of Generational Impact

Tuesday, October 24th 
Noon ET (60 Minutes)
Fighting A Meme – How to Keep What We Build During the Proliferation of Cyber Crime (Part 1 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, October 31st 
Noon ET (60 Minutes)
Fighting A Meme – How to Keep What We Build During the Proliferation of Cyber Crime(Part 2 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

November 2017

Tuesday, November 7th 
Noon ET (60 Minutes)
What Their Stories Reveal: Getting to The Heart of What Matters Most to Your Clients
Susan Turnbull, Founder and Principal of Personal Legacy Advisors

Tuesday, November 14th 
Noon ET (60 Minutes)
Traditions and Family – The ThankMas Season
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, November 21st 
Noon ET (60 Minutes)
NO SESSION TODAY – HAPPY HOLIDAYS!

Tuesday, November 28th
Noon ET (60 Minutes)
The Routines of Connection That Lead to a Deeply Meaningful Life and Sustainable Family Culture
Jon Young, Founder, 8 Shields Institute

December 2017

Tuesday, December 5th  
Noon ET (60 Minutes)
Beyond Career Success: Design an Inspired New Path for Life, Leadership & Legacy
Dolly Garlo, President & CEO, Thrive!! Inc

Tuesday, December 12th
Noon ET (60 Minutes)
How to Recognize Pseudoscience
Scott O. Lilienfeld, Ph.D., author of Brainwashed: The Seductive Appeal of Mindless Neuroscience and 50 Great Myths of Popular Psychology

Tuesday, December 19th 
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, December 26th
Noon ET (60 Minutes)
NO SESSION TODAY – HAPPY HOLIDAYS

Session Highlights

“Fighting A Meme – How to Keep What We Build During the Proliferation of Cyber Crime

A Two-Part Series

M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

October 24th & 31st, 2017
Noon ET – 60 Minutes

The news is awash with reports of identity theft.  Equifax, Sony, Office of Personnel Management (OPM), Anthem and other hacks increasingly dominate the news and even bring our national election into question.  We hear of ransomware hitting Merck Pharmaceuticals and our local hospitals.  Insiders at Wells Fargo are using our identities to churn accounts for bonuses.  Power grids and water supply systems are at risk, and the FBI reports that business email compromise (BEC) is a primary threat to all businesses within the United States.

Why is this happening, and what can we do to protect ourselves? Should we even try?  What are our legal obligations to our clients and employees?  We have become completely reliant upon cutting-edge technologies.  We love their convenience but often do not grasp the behavioral and organizational changes these new capabilities require, nor the vulnerabilities they create.  Criminals rely on our inertia and procrastination.  The good news is that there are some relatively simple and inexpensive steps that everyone can take to greatly enhance security.  The first step is to change our mental models.

This session will investigate the invisible rise of a cultural meme every bit as relentless and destructive as a hurricane and some relatively simple steps we can all take to better secure ourselves and others we have a duty to protect.  Learn More

Not a member? Contact us to request guest access or join today!

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