Webinars
The Timely Topics webinar series is exactly what it sounds like–webinars designed to educate those who work in family-owned businesses. From the legal implications of families to tax strategies and advisory boards, there is so much to learn about business. These family-focused webinars are available on demand to you whenever you find yourself in need of some business education.
Upcoming Webinars
Retirement Planning
June 25, Noon-12:30 p.m. CST
Join us for a retirement webinar tailored to members of family-owned businesses. Experts from Foster Group will cover:
- How customized plan design and education options can help improve retirement readiness for employees
- How flexible, tax advantaged components can significantly increase retirement savings for yourself and key employees
- Using best practices to control plan expenses
- Managing compliance and protecting your plan from potential liabilities
Family Enterprise USA Survey
On June 29, 2024, we heard from Patricia Soldano, President at Family Enterprise USA. Patricia shared survey results and legislative updates as it relates to the family business sector. Tune in to hear more about the national trends and statistics of family business.
Q&A with Julie Charlestein
The author of "How to Lead Your Family Business: Excelling Through Unexpected Crises, Choices, and Challenges" Julie Charlestein joined the FBC for a Q&A in February 2024. Charlestein is currently the fourth generation that took the lead of her family's century-old dental business. Charlestein explores her journey through the family and family business.
Advisory Boards 201
Drew D. Larson, a member at BrownWinick Law Firm, talked about all things advisory boards. He'll look at this crucial tool from the legal perspective and cover paperwork, filings, requirements of paper trail, pay (1099 vs w-2 vs other), fiduciary versus advisory boards, and owner board members versus non-owner family board members.
Advisory Boards 101
Drew D. Larson, a member at BrownWinick Law Firm, has the skinny on advisory boards. What are the legal differences between an advisory board and a board of directors? Are there any human resources processes we need to follow in order to hire an advisory member? Drew also covers best practices for compensation, removing a member from the board, liability to board members, legal documents they should sign and more.
ESOPs 101
In order to stay viable, sometimes families decide to switch to an Employee Stock Ownership Plan (ESOP). This employee benefit plan enables employees to own part or all of the company they work for. Learn more about ESOPs from experts throughout the state with this webinar recording from a live event on June 25, 2024. This event is a joint offering from the Family Business Center and its sister program, IA-CEO. Both are housed in the University of Northern Iowa's Business & Community Services.
Prenuptial Agreements
In this insightful session, Ben Merrill and Drew Larsons, attorneys at BrownWinick Law Firm, along with UNI FBC Director Dan Beenken, delve into the intricacies of marital agreements, offering valuable strategies and safeguards for family-owned businesses. Whether you're planning to get married or looking to safeguard your family business, this webinar provides essential information to help you make informed decisions.
