Teleconferences & Webinars

Teleconferences & Webinars 2018-02-07T10:56:17+00:00

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!

February 2018

Tuesday, February 6th 
Noon ET (60 Minutes)
How Do We Get Out of the Opioid Epidemic?
David L. Brown, M.D., FACHE, World-Renowned Physician and Anesthesiologist, Founder, Curadux

Tuesday, February 13th
Noon ET (60 Minutes)
Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos
Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession

Tuesday, February 20th 
Noon ET (60 Minutes)
The Independent Trustee Alliance: A Fresh Take on a Rising Profession
Kevin Quinn, Co-Founder and President, Independent Trustee Alliance

Tuesday, February 27th
Noon ET (60 Minutes)
Overview of Membership Benefits & Virtual Tour of Website (Highlighting New Member’s Pages)

March 2018

Tuesday, March 6th 
Noon ET (60 Minutes)
Making the Client Connection
Chris Venn, Partner, The Legacy Companies

Tuesday, March 13th
Noon ET (60 Minutes)
Cultural Diversity Series: Honor Culture
Isabel Miranda,  Elaine King, Jerry McNabb, Mariana Martinez

Tuesday, March 20th 
Noon ET (60 Minutes)

Tuesday, March 27th
Noon ET (60 Minutes)
College-Age Millennials and Money: A Deeply Personal Relationship
Richard Orlando, President, Legacy Capitals, LLC

April 2018

Tuesday, April 3rd
Noon ET (60 Minutes)
Title To-Be-Announced
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust

Tuesday, April 10th
Noon ET (60 Minutes)
Raising Purpose-Drive Children
Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author 

Tuesday, April 17th
Noon ET (60 Minutes)
Title To-Be-Announced
Judith L. Pearson I President + CEO, Nomadx Solutions, LLC

Tuesday, April 24th
Noon ET (60 Minutes)
Title To-Be-Announced
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

May 2018

Tuesday, May 1st
Noon ET (60 Minutes)
Using Fiction to Inspire your Clients to Grapple with Legacy and Life Purpose
Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

Tuesday, May 8th
Noon ET (60 Minutes)

Tuesday, May 15th 
Noon ET (60 Minutes)
Generation Impact: Next Gen Donors are Revolutionizing Giving
Sharna Goldseker, Executive Director, 21/64

Tuesday, May 22nd
Noon ET (60 Minutes)
Best Practices for Family Recreational Assets
Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory

Tuesday, May 29th 
Noon ET (60 Minutes)

Session Highlights

“Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos

February 13, 2018
Noon ET – 60 Minutes

Heidi K. Gardner, Ph.D., is a Distinguished Fellow at Harvard Law School’s Center on the Legal Profession and author of the recently-released book Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos (Harvard Business Press).  Gardner also serves as a Harvard Lecturer on Law, and Faculty Chair of the school’s Accelerated Leadership Program and Sector Leadership MasterClass executive courses.    Previously she was a professor at Harvard Business School.

Gardner’s research received the Academy of Management’s prize for paper with Outstanding Practical Implications for Management. She has authored or co-authored more than fifty book chapters, case studies, and articles in scholarly and practitioner journals, including several in Harvard Business Review.  Her first book, Leadership for Lawyers: Essential Strategies for Law Firm Success was published in 2015.

Dr. Gardner has lived and worked on four continents, including as a Fulbright Fellow, and for McKinsey & Co. and Procter & Gamble.    She earned her BA in Japanese from the University of Pennsylvania (summa cum laude, Phi Beta Kappa), a Masters degree from the London School of Economics, and a second Masters and her PhD from London Business School.  She was recently named by Thinkers 50 as a Next Generation Business Guru.  Learn More

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