Private Company Services events & webcasts

Throughout the year, PwC’s Private Company Services practice (PCS) sponsors and hosts a variety of events and webcasts focused on issues facing today’s private and family-owned businesses like yours. PCS professionals also participate in and speak at a number of conferences and events. Please see below for a listing of upcoming conferences, events and webcasts.


  • Trendsetter Business Outlook – a conversation about economic trends impacting private companies and C-suite decisions
    Live in New York, October 15 from 3:00 – 4:00 pm eastern
    Webcast, October 22 from 1:30 – 3:00 pm eastern
    To register or for more information


  • The challenges of managing a family business now and for the future
    An intimate conversation with Jim Ethier, chairman, Bush Brothers & Company
    Original webcast: April 30, 2014
    Access this webcast
  • Year-End Financial Reporting Developments for Private Companies
    Original webcast: December 10, 2013
    Access this webcast
  • Year- End Tax and Wealth Management Planning
    Original Wecast: November 19, 2013
    Access this webcast

Archived Webcasts

Transitions West 2014

November 12-14, 2014
Marina Del Ray, CA

Transitions West 2014 will focus on the theme of honoring the past and securing the future of the family enterprise. The program offers powerful sessions that deliver ideas you can put to work now to sustain and build your family company. This conference is for family companies and enterprises of all sizes and generational stages. The event is produced by Family Business Magazine and Stetson University’s Family Enterprise Center.

Key topics to be addressed include:

  • Passing the Torch: Planning a Transition to the Next Generation
  • Raising Balanced Children
  • Family Leadership Roles and Responsibilities
  • Creating the Successful Family Meeting

FEI Private Company Forum

October 8-9, 2014
Chicago, IL

Financial Executives International (FEI) and PwC's Private Company Services practice are teaming up to host a new inaugural event for Private Company CFOs. The agenda includes:

  • A dinner on October 8 with Russell Meyer, CFO of White Castle being interviewed by Chris Westfall, Editor-in-Chief of Financial Executive magazine.
  • Billy Atkinson, Private Company Council Chair discussing the latest accounting standards for private companies that the PCC has recommended, and final standard exceptions/modifications that the FASB has endorsed.
  • PwC will lead a panel discussing profitability strategies, showing how companies are transforming their operations to drive growth and profitability vs. the sell more /cut cost strategy.
  • PwC will moderate a panel discussing public policy and the effects of tax reform and other federal government regulations have on private companies.

Family Office Exchange (FOX) Fall Forum

October 28-30, 2014
Chicago, IL
The Fall Forum is FOX's premier event. The forum provides an opportunity for wealth owners, family office professionals and wealth advisors to hear from the industry leaders on current trends and discuss practical solutions to challenges they face.

Target audience: Private family trust company executives and family members

PCS is currently hosting local market events in the following cities:

Atlanta, GA
Charleston, SC
Orange County, CA

For information on these events, please contact Mary Chidiac.

Check back regularly to see if an event has been scheduled in your area.

Hear Kirsten Schofield and John Stieg on the Private Company Council's newly issued goodwill standards and navigating the choice to adopt or not.