Financial Education Center

Women in Family Business Leadership Opening

First Bank held its Inaugural Women in Family Business and Community Leadership Symposium in Newport Beach, CA. Debra Wanbaugh, Regional Manager for First Bank in Newport Beach, CA and Shelley Seifert, CEO of First Bank, gave introductory speeches for the event.

Transformation in a Fourth Generation Family-Owned Bank

When most people think about family businesses, transformation and innovation are probably not the first things that come to mind. Doing things the same way as the prior generation did them is how most people probably think about family businesses, and perhaps it is even part of the lore of the family businesses.

Webinar: Culture Conversation Part 2: Using Culture to Accelerate Business Results

The First Bank Center for Family-Owned Businesses held the second part of their series on Using Culture to Accelerate Business Results. Dr. Allie Taylor with Orange Kiwi Consulting gave insight into strategies for creating intentional cultures despite unintentional, accidental, or hypothetical actions.

Using Small Business Administration (SBA) Loans to Raise Capital for Your Business

The SBA loan program is a government-sponsored program created to encourage, assist, and protect small businesses. With few exceptions, the SBA does not loan directly to businesses. Rather, it guarantees loans provided by banks and other financial organizations, and establishes guidelines for the loans.

Family Business Spotlight: Dovetail Furniture, a Family Business Designed to Last

Dovetail Furniture opened its doors 30-years ago, led by co-founders Charlie Shaw and Ted Einstein. Barbara Einstein, Ted’s wife, later joined the organization and is credited with helping the company evolve creatively.

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.