Thought Leader & Industry Innovator Webinar Submission Form

Thought Leader & Industry Innovator Webinars

Thank you for your interest in developing a program for our Thought Leader & Industry Innovator webinars.  Available to PPI Members and registered guests, these educational sessions introduce us to cutting-edge ideas and emerging best practices for professional advisors serving legacy families and families in business. They are planned as 60-minute video conferences presented from your home or office via Zoom. The program includes a 45-minute interview led by a designated host and a 10-minute Q&A with the PPI members and guests joining the webinar live.

Due to the high volume of requests and limited spots, we are unable to accept every submission we receive.  The ideal facilitator will:

  • Have relevant expertise, credentials, and a proven track record in the field of legacy planning, philanthropy, family business succession, rising generation learning and development, transitioning leadership, governance, intergenerational communication, or best practices for legacy families and families in business.
  • Deliver unique and innovative content that adds value to the field, introduces new ideas, or provides fresh perspectives.
  • The content should have practical applications and actionable takeaways for the audience.
  • Desire to come on the webinar with the goal of serving our audience. Selling themself/their product or program is a secondary goal.

Diversity is extremely important for us, and we encourage Black, Indigenous, Latinx, Asian, LGBTQIA+, and those who hold marginalized identities not listed to submit.

Please fill out this form to help us determine whether your submission is the best fit for the limited spots we have available. 

Submit a Proposal