PPI Content Submission Form

Thank you for your interest in being a guest speaker and sharing your expertise with our community. Use this form to submit your proposal for a Podcast or Webinar. You can learn more about our channels and platforms below.

Due to the high volume of requests and limited spots, we are unable to accept every submission we receive.  The ideal facilitator will:

  • Provide tangible, practical insights related to legacy planning, philanthropy, family business succession, rising generation learning and development, transitioning leadership, governance, intergenerational communication, and best practices for legacy families and families in business.
  • Have a relevant background with expertise, credentials, and a proven track record in their field.
  • Deliver unique and innovative content that adds value to the field, introduces new ideas, or provides fresh perspectives.
  • The content should have practical applications and actionable takeaways for the audience.
  • Desire to come on the webinar with the goal of serving our audience. Selling themself/their product or program is a secondary goal.
 

Diversity is extremely important to us, and we encourage Black, Indigenous, Latinx, Asian, LGBTQIA+, and those who hold marginalized identities not listed to submit.

Please fill out this form to help us determine whether your submission is the best fit for the limited spots we have available. 

Submit a Proposal

Channel Definitions

Purposeful Planning PodcastsOur podcasts provide practical tips and advice for advisors, consultants, and family leaders navigating the challenges of wealth and well-being. These episodes reach a broad, public audience and are available to anyone, making them an ideal platform for showcasing expertise and promoting purposeful planning to a wider community. Podcasts are 20-30 minutes in length and are best suited for introductory-level content, offering concise and accessible insights that appeal to a wide-ranging audience.

Thought Leader & Industry Innovator Webinars: Exclusively for PPI Members and registered guests, these 60-minute educational webinars offer structured presentations on advanced topics tailored to professional advisors. With a 45-minute session followed by a 10-minute Q&A, these webinars provide deeper insights into emerging best practices for legacy families and family businesses. They focus on in-depth concepts designed for deeper learning and professional development, with both live and on-demand access for members.

Selection Criteria & Next Steps

The Education Development Committee, in collaboration with the Council of Deans, reviews content proposals based on the following criteria:

  1. Content Scheduling: Ensuring a balanced rollout of content to avoid oversaturation in any one area while covering a diverse range of topics.
  2. Impact & Engagement: Evaluating opportunities to maximize the content’s impact and member engagement.
  3. Presenter Balance: Striking a balance between fresh perspectives from new voices and insights from trusted, veteran experts.
  4. Repurposing Potential: Identifying content that can be repurposed for deeper discussion or practice within our Collaboratories.
  5. Presenter Expertise: Assessing the relevance, credentials, and expertise of the presenter in relation to the proposed topic.
  6. Field Growth: Promoting content that expands upon widely shared perspectives and fosters new understanding in the field.

 

Content is reviewed quarterly, and those who submit can expect feedback early the following quarter. Proposals tied to current events or time-sensitive trends may be fast-tracked.