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

Apr
15

April 15, 2025

@ 12:00 pm EST

Join us for PPI’s inaugural Community Town Hall, a welcoming and interactive event designed to keep our members informed, connected, and engaged. During this session, we will: Share Important Organizational Updates: Stay informed about the latest PPI news and initiatives. Answer Your Questions: Engage in an open Q&A session with our leadership team. Highlight Membership Benefits: Explore the full value of your membership with a virtual tour of the Members Website—ideal for new members. Facilitate Small Group Discussions: Connect with fellow members and exchange insights in smaller, focused conversations. This Town Hall is the first in a new series of regular gatherings aimed at fostering connection and communication within our community. If you can’t make it this time, there will be opportunities to participate in the future.
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May
13

May 13, 2025

@ 12:00 pm EST

In this webinar, you will learn about Relational Leadership: what it is and how it supports businesses to thrive. In the business polarity of Tasks & Relationships, we, as a society, lean heavily on Tasks at the neglect of Relationships essential for thriving. Relational Leadership is leading so others want to follow to achieve business deliverables and mission. Relationally effective leaders lead with consistency and dependability from a grounded place of maturity, authenticity, and connection. This involves leading with both structure and kindness and developing emotional and relational awareness and capabilities. With a distinction between power and control, let’s build relationally powerful leaders and teams to drive collective, meaningful impact. Also hear about how horses can teach us about presence, energetics, connection, and much more through equine-assisted coaching experiences. How relational horsemanship helps you build your confidence, authenticity, and relational leadership!
Jul
8

July 8, 2025

@ 12:00 pm EST

Three Black women took over their family businesses from their fathers. All three are in non-traditional, male-dominated industries. Today they are thriving, but the transition was rocky due to the lack of planning. Listen to all three accounts as they discuss how they navigated siblings, stepparents, unclear succession plans, and systemic barriers on their road to success.