Thought Leader & Industry Innovator Webinars

PPI members have access to educational 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? We invite you to join us as a guest for an upcoming webinar (limit one per calendar year) to see the value our programs provide. Simply fill out the form on the event details page to request guest access to an upcoming webinar or become a member  today to access all live and archived sessions.

Upcoming Webinars

Nov
10

November 10, 2026

@ 12:00 pm EST

Values conversations get complicated quickly. Parents and heirs may want different things, and an advisor may hold views that differ from both. This panel of impact and philanthropy advisors explores how to manage those differences openly, surface what matters most to the family, and know when to offer a perspective and when to step back.
Dec
8

December 8, 2026

@ 12:00 pm EST

Our minds love simple stories: right and wrong, good and bad, hero and villain. But families, relationships, and human beings rarely fit neatly into those categories. Through real-world family enterprise scenarios, we'll explore how adult development expands our capacity to hold competing truths, question our assumptions, and move from certainty and judgment toward curiosity and understanding.