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
14

April 14, 2026

@ 12:00 pm EST

Advisors in the PPI network come from diverse disciplines and work in an interdisciplinary field when supporting family businesses or family enterprises. Each original discipline can contribute to the family system’s well-being, and all advisors will likely find an area where they can get "stuck", with the best of intentions. What are the symptoms of the edge of my own skillset, and how can I engage with others more effectively?
Apr
21

April 21, 2026

@ 12:00 pm EST

Over the past year, we’ve hosted quarterly Town Halls to keep our members informed, connected, and engaged as we concluded our transition to being a non-profit entity. As we continue these gatherings, we’re evolving the format and placing greater emphasis on connection, conversation, and peer engagement, with more time dedicated to small group interaction. This shift from Town Hall to Community Forum is designed to create a more meaningful and engaging experience, offering members the opportunity to build relationships, exchange ideas, and strengthen connections across the PPI community. We hope you’ll join us.
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Oct
20

October 20, 2026

@ 12:00 pm EST

Over the past year, we’ve hosted quarterly Town Halls to keep our members informed, connected, and engaged as we concluded our transition to being a non-profit entity. As we continue these gatherings, we’re evolving the format and placing greater emphasis on connection, conversation, and peer engagement, with more time dedicated to small group interaction. This shift from Town Hall to Community Forum is designed to create a more meaningful and engaging experience, offering members the opportunity to build relationships, exchange ideas, and strengthen connections across the PPI community. We hope you’ll join us.
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