2021-22 Schedule
September: Dividing Family Estates Without All the Family Stress
Friday, Sept. 17, 2021
Panelists: Chris Vernon and Tom Houser (pictured, respectively)
It’s vital for family health to make sure steps are taken to plan for the death of family members. And even with a plan in place family stress can creep in as a family’s estate is divided. Chris Vernon experienced the deaths of both of his parents recently and worked through the process of dividing his family’s estate with his siblings. Learn from Chris about stress points, along with his experience in sharing processes that worked and opportunities for change.
October: Recruiting and Retaining Non-Family Executives
Friday, Oct. 15, 2021
Panelists: Dave Davis, Spahn & Rose; Rob McDonald, A.Y. McDonald Mfg. Co.; Scott Sernett, Vizalex (pictured, respectively)
As your family business grows, you will often find yourself at a place where recruiting and retaining key non-family executives is critical. How do you find key non-family employees that are a fit with the family business mission and fit the culture of the family? And once you find that person, how do you keep them? Explore the challenges and opportunities of bringing a non-family member into the management team.
January: Topic TBA
Friday, Jan. 21, 2022
March: Leveraging Your Board as True Advantage
Friday, March 18, 2022
May: Topic TBA
Friday, May 20, 2022
New this year
The breakfast series is for members only, but we would love to offer your family a free session to give it a try. Sign up for a free trial!