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

Aug
11

August 11, 2026

@ 12:00 pm EST

Similar to the family systems theory 101 workshop from last year, we wanted to focus on the organizational systems theory that can be at play in a family enterprise. Systems theory in business says what patterns, feedback loops, etc., are contributing to the challenges we are seeing in the business and how to impact those without creating unintended consequences. Designed specifically for consultants, this session will discuss the basic concepts in organizational systems theory and focus on two significant frameworks. Peter Senge's "Fifth Discipline" to help you guide client businesses toward becoming adaptive, learning organizations that prioritize systems thinking and challenge restrictive mental models. Complementing this, we layer in David Kantor's Structural Dynamics, equipping you with tools such as the Four-Player Model to map and deconstruct face-to-face communication patterns within leadership teams. By mastering Senge's learning systems and Kantor's conversational agility concepts, you will gain a holistic toolkit to diagnose client friction, break through organizational gridlock, and shift teams from reactive problem-solving to sustained, generative growth.
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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