Financial Education Center

Webinar: Culture Conversation Part 1: Using Culture to Accelerate Business Results

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.

Getting Noticed in a Crowded Space

In order to thrive in this highly-competitive environment, new and existing business owners need to find ways to be creative, authentic, and engaging.

Webinar: Family Office to Family Enterprise - Strategies for Sustaining Your Wealth & Family Legacy

Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office, how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.

Establishing a Healthy Board in a Family-Owned Business

A board of directors is the fiduciary arm of a company on behalf of its shareholders. Its purpose is to help guide the company on important decisions, including hiring senior team members and setting salaries; making decisions on investments and dividends, mergers and acquisitions; and setting goals for the team and providing the resources to support those objectives to help ensure a company’s long-term success.

Webinar: Ready to Buy? Should You Invest As a Family in Other Businesses?

Your family business has capital to invest and talented family members, so how do you take advantage of this for your family’s benefit? Join Joe Ambrose, Executive Director of the First Bank Center for Family-Owned Businesses, as he moderates our panel discussion of making the most of adding businesses to your family’s portfolio of investments.

Bridging the Generational Communication Barrier

In order for a business to be successful, an organization’s leadership often concentrates on the more common business side of the business, including the balance sheet, quarterly sales, and marketing strategies, as well as building a customer-centric culture.