Webinars

Mentoring the Next Generation – Developing an Effective Internal Mentoring Program

For companies wanting to build their Bench Strength. Lisë Stewart, President and Founder of Galliard, will provide a practical, clear and usable outline for designing and implementing a simple mentoring program in any size of company. She will be sharing actual case studies, examples and materials that any advisor can use to begin the process of helping organizational leaders to become mentors.

Clients and Culture – When a Potential Client Comes From a Different Culture…

Dr. Celeste Rivera and Priska Imberti, Director of CRECER, bring their experience as therapists, coaches, family business advisors and multi-lingual experts to share as they help us to understand how we can flex our styles, understand differences and be better prepared to act as effective advisors in business cultures that are different from our own.

Business Valuations – How to Cut Through the Confusion

And offer services that meet your client’s goals. Paul Svendson and Paul Hajek, Business Valuation specialists, experienced consultants and coaches will help us to understand the different types of valuations, how to prepare your clients, when to introduce this process and how to help your clients to understand next steps.

Peace for the Holidays – 5 steps to help family businesses work through conflict and improve communication

Lisë Stewart and Dr. Stacy Feiner, psychologist, family business consultant and author of Talent Mindset – a Business Owner’s Guide to Building Bench Strength, will co-present a workshop on how to help your client families improve communication and reduce conflict – a timely topic as we prepare for the holidays.

Gifts of the Season

– Based upon feedback from the National Network, the Galliard Team will announce the winners of the ‘Best Resources’ survey  – providing an overview, where to purchase and how to use.  Guaranteed to help you to build your gift wish list and prepare for 2015!  Lisë, Patty and Vicki P

Trusts – Protecting Assets and Providing Options

How to talk to your client about trusts and when to bring in the experts. Mass Mutual will join the Galliard Team to provide an overview of ways that your clients can protect their wealth and plan for their future. Presented by Galliard FBA member Keven Prather, Managing Partner, Business Private Client Group.

Keven specializes in serving the complex needs of business owners and high net worth clients through financial planning and is a Certified Family Business Specialist (CFBS). He holds a certificate in Business Transition Planning from the American College in Bryn Mawr, Pennsylvania.

ESOPS – What Kind of Client Might Benefit, When to Talk About Them and What To Say

Join Michael Golden, Senior Vice President of SES Advisors and an expert in Employee Stock Ownership Plans as he walks us through the process and answers your questions about when and how to bring this option to your clients for consideration. Michael brings humor, experience and a practical approach to an often dry and confusing subject!

Alternatives to Retirement – How to Crack Open a New Kind of Conversation With Your Client!

We all know that this is a tricky issue and sometimes a challenging conversation. Lisë Stewart will join Jennifer Fry, President of Advantage Development Consulting, to share techniques for helping business owners to begin to plan for the future.

Jennifer brings her wealth of knowledge from 20 years experience in consulting and a Master’s degree in Gerontology to her specialist practice in business and aging transitions. She has a unique perspective – combining knowledge of business with knowledge of the specific issues that aging owners face as they consider their options.

Sales – We Want Them, Our Clients Want Them!

How to use a 90-day sales plan to boost productivity and get real results! In this interactive webinar, internationally acclaimed author and management consultant Jim Horan will provide an introduction to his The One Page® – 90 Day Sales Plan.

Special offer: Webinar attendees will receive access to a free one year’s subscription of Jim’s program!

Jim Horan is an experienced Fortune 500 executive, business author, speaker and senior consultant to business owners and executives. Over the last 19 years, his best-selling books, software, seminars and consulting team have helped thousands of business owners achieve significant breakthroughs in their businesses. In each case, The One Page Business Plan process and tools have been used to foster new levels of focus, clarity, discipline, accountability and results. Learn more.

Cybersecurity – Are We Too Small to Care?

Do you have a plan in place in case you get the dreaded “ransom” email? Have you helped your clients consider how and if they need to be protected? Are you prepared for the inevitable breach in security? Join us for a riveting discussion with Devi Momot, President and CEO of Twinstate Technologies®, a family-owned company, specializing in cybersecurity, IT and voice solutions.

Devi is an expert in her field and she will be sharing both information about this serious issue, as well as ideas for helping small businesses to protect themselves.