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

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.
black family
Jul
15

July 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.
orientation
Aug
12

August 12, 2025

@ 12:00 pm EST

This webinar will provide a broad introduction to major systemic theories of families and groups, aimed at purposeful family advisors. Family systems theories are those theories that consider a family or group as an interconnected entity, rather than a collection of unrelated individuals. Family systems theories from Murray Bowen, the Structural and Strategic schools, post-modern and social constructivist theories, sociocultural, and group systems theories will be introduced with resources for further learning.