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Family Business Seminars & Presentations
Ralph Daniel,Ph.D. ———
1992 --- present
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Program
Title
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Sponsor
Organization
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Date
Presented
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Location
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Going
Into Business With Family
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KTLA-TV,
Larry McCormick Show |
August,
2001 |
Los
Angeles, CA |
| Predicting
& Managing Emotional Hot-Spots in Family Enterprises: Tools
for Advisors
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Estate
Planning Council
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July,
2001 |
Ventura/Oxnard,
CA |
Tracking
Messy Family Enterprise Stuff.…Rationally:
A Workbook for Financial & Legal Advisors to Closely held
Businesses
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Greenberg
& Bass, Attorneys
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April,
2001
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Encino,
CA |
| Family
Business Fire Drills: Building Contingency Plans
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Assoc.General
Contractors (AGC) |
April,
2001
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Ventura,
CA |
Family
Business Dynamics in Estate Planning
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Estate
Planning Council |
December,
2000 |
San
Luis Obisbo, CA |
The
Family Fortune Wheel™: Tools & Methodologies for Use
in Family Business Consulting
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Family
Firm Institute:
'Strategies for the New Millennium' Annual
Conference |
October,
1999 |
Chicago,
IL |
Management
Team Development
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TEC
International, Annual Symposium, 'Ahead of the Curve'
Business Conference
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October,
1999 |
Santa
Barbara, CA |
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Family
Business Succession Planning: The Two Critical Planning
Components in The Transition Process
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Pasadena,
CA
Los
Angeles, CA
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How
to Fail at Family Business Without Really Trying
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Successful
Succession Seminar
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Family
Business Succession Planning: The Two Critical Planning
Components in the Transition Process
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Universal
City,
San
Francisco
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Increasing
Taxpayer Compliance: A Discussion of the Negligence
Penalty
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Washington,
DC
(IRS,
House Ways & Means, Senate Finance Committees)
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How
Charitable Giving Can Assist Children of Wealth with
their Financial and Characterlogical Challenges
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Successfully
Bringing Sons and Daughters Into the Rose Growing Business:
A Thorny Succession and Estate Problem
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Dynamics
of the Family Farm
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Estate
Planning for the Family Business: The Forgotten Component
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Central
Coast Estate Planning Council
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Estate
Planning for the Family Business: The Forgotten Component
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Passing
the Family Business to a New Generation: Can it be done
Peacefully and Successfully?
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The
Family Farm/Ranch: The Basics of Successful Estate Planning
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Family
Businesses: A Primer on Succession and Multi-generation
Strategic Planning
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Family
Businesses: Shifting Power and Business Assets to the
next Generation
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San
Luis Obisbo Estate Planning Council
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Family
Business: A Primer on Succession and Multi-generation
Strategic Planning
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Sacramento,
Concord, Newport Beach, San Diego, Burbank,
CA
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Family
Businesses: Shifting Power and Business Assets to the
Boomer Generation
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Personal
Choices for Entrepreneurs
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Succession
and the Power of Family Dynamics
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Family
Businesses: A Primer on Succession and Multi-generation
Strategic Planning
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Channel
Counties Chapter of the California Society of CPAs
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Passing
on the Family Business: Emotional, Legal and Tax Considerations
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Family
Conflict Discounts-The Risks of Tax Driven Estate Planning
on Family Businesses
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CPA/Law
Forum & Ventura County Bar Association
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Successfully
Transferring the Family Business: A Brief Primer
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Succession
of the Family Business
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Estate
Planning Council of Ventura and Santa Barbara
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Issues
Pertaining to Family Business Succession
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