Everything I Know About Leadership I Learned From Camp

Mark Greenburg, Founder, Elevated Leadership

With more than 20 years in the camp business, Mark translates powerful life lessons and leadership strategies into real-world techniques you can put into play at work right now. This session will give you an insightful game plan to foster strong leaders and productive team players, all while gaining a deeper understanding of yourself in the process. Using an emotional- intelligence (EI)-based approach, Mark’s approach to leadership focuses on self-awareness, positivity, accountability and trust.

How to Maximize the Value of Your Membership + Virtual Tour of the PPI Website

John A. Warnick, Esq., Founder, Purposeful Planning Institute

Whether you are a new member or a long-time member of the PPI community, we invite you to join us for a webinar dedicated to helping you maximize the value of your membership.  In addition to reviewing the resources available to members on the website, we will offer an overview of membership benefits, and we'll leave plenty of time to answer any questions you may have. 

Problem Solved: Making Complex Decisions with Confidence & Conviction

Cheryl Strauss Einhorn, Creator of the AREA Method, Founder of CSE Consulting, Author, Adjunct professor at Columbia Business School

Whether it’s assisting clients with financial and estate planning, navigating a career change, helping aging parents, or expanding a business, life has a way of presenting us with complicated choices. But with the right approach, we can all make personal and professional decisions with confidence and conviction.

An Introduction to Internal Family Systems (IFS) Theory

Rick Kahler, MS, CFP®, CFT-I™, CeFT®, President, Kahler Financial Group

Join Courtney Pullen and Rick Kahler in a discussion about the history of IFS and its application in coaching and psychotherapy. IFS was developed by Richard Schwartz, a family systems therapist almost 40 years ago. IFS is an evidence-based therapeutic treatment. They will talk about the basics of IFS and how this powerful tool and philosophy can shift an individual’s relationship with money and address performance gaps.

How to Build a Family Business That Lasts

Dr. Josh Baron, Co-Founder and Partner at BanyanGlobal

There is not some “silver bullet” that can make a family business last. And there are very few “best practices” in the sense that there are things that work for every family business. Each family business is unique. And what works well in one generation can be a disaster in the next. Instead, the key to making a family business endure for generations is understanding the power of family ownership. This power comes from five core rights that give the owners the exclusive ability to make almost every important choice about what happens in a family business...

Becoming a MAP (Muddle, Awe, Play) Maker to Find Treasures in Ambiguity and Uncertainty

Stephanie West Allen, JD, PPI Dean of Neuroscience, Artistry, and Contemplative Practices

When we enter into the mystery of not yet knowing what we are going to create, we may choose a goal prematurely. Sometimes taking action while staying in the ambiguity and uncertainty allows us to discover unplanned treasures in the unknown. Showing up to that aimless place and trusting while engaging and improvising is mindful, attentive, committed muddling...

The Family-Focused Office

Scott Peppet, President, Chai Trust Company

What happens in the rarified world of family offices has hidden applicability to advisors who seek to serve their clients holistically. In that light, what makes a family office truly family-focused? In this session, Matt Wesley will interview family office President and advisor Scott Peppet about the “MLF Ratio,” what a “family-focused office” really is, and how families and family office professionals can shift their orientation towards investing in family well-being...