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


October 10, 2023

@ 12:00 pm EST

Is it true that Michelangelo saw the angel within the stone and liberated the sculpture? Did he instead begin the making of the sculpture and discover what he was creating as he moved forward on a path of uncertainty? Our featured webinar guest Dr. Lorne Buchman has researched the creative process and interviewed many creators. In his book Make to Know: From Spaces of Uncertainty to Creative Discovery, he shows us the creative journey that begins with not knowing but moving forward anyway. As he explains, the make-to-know path is very common. In this webinar we will discuss with Dr. Buchman this way of creating, a way that has value not only for writers, painters, sculptors, weavers, and others traditionally known as artists; but also for any of us creating a meal or garden, resolving a conflict, or developing a plan or solution for or with a client. We will consider the vital importance, when making to know, of self-knowledge, of self-awareness. And we will talk about what we can discover about ourselves when following this path.

November 14, 2023

@ 12:00 pm EST

Join us and gain valuable insights into the process of personal transformation. In this session, we’ll learn about ten common barriers to change, such as fear, hopelessness, and avoidance. We'll also unveil the critical common factors that drive change, transcending specific models and techniques. Don’t miss this opportunity to learn how we can navigate these obstacles to achieve lasting personal growth. You’ll gain valuable tools and techniques you can use to support your clients in their personal development journey as well.