Educational Forums

Educational Forums

Take your team to a higher level

These half day educational forums take a deeper dive in to the unique challenges that family and private businesses encounter.  Subject matter experts address key issues including strategic planning, family councils, effective family communication, estate planning and wealth transfer.

You’ll walk away from these interactive workshops with actionable steps to move your business and family forward.


Educational Forums are made possible through the generosity of our corporate sponsors: Johnson Investment Counsel, US Bank, and Wood & Lamping LLP.

Upcoming Educational Forum

There are currently no upcoming educational forums.