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Breakfast Series

Some upcoming topics include:  managing difficult personalities in & out of the family, thinking like a futurist – family business strategic planning, family business innovation, family governance best practices.
Dates for fall series: 

Developing the Next Generation | Fri Sept 20, 2019 
Keeping Innovation Alive in a Family Business | Fri Nov 15, 2019 

Succession Planning: Today, Tomorrow, and Beyond | Fri Mar 27, 2020*

Speakers: Bob Vermeer​, Mary Andringa​, and Jim Mudd Jr.​

Succession can be painful and represents the most critical time for family businesses. Less than one-third of family businesses survive into the second generation, and only about 13 percent make it into the third generation.

Join us to discuss succession between a parent and child, succession between siblings and all elements that need to be part of the family discussion that will impact today, tomorrow and the future of family businesses.

Join us Virtually!


Family Feud; It's More than Just a Game Show | Fri May 15, 2020

Speakers: Heidi Vermeer-Quist​, Warren Phillips​, and Warren Jacobs​

Family dynamics can be difficult to navigate within a family. Try adding a family business to the mix and the results can be family feud! This session will discuss tools and ideas on how to balance the family in a family business inside and outside the business.

Family Governance as a tool for Harmony | Fri June 12, 2020

Speakers: Rus Miller, Amy Lynch, and Les Banwart

What is family governance and how does a family business use it for a tool for harmony? Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. When well-designed and properly implemented, family governance can help set boundaries, create clarity and result in greater harmony between family members, a more focused business and easier transitions between generations. To be effective, family governance must reflect the particular culture, dynamic and objectives of the family in question .... so no one plan is the same!

All Breakfast Family Business Forum events are scheduled from 8-10 AM at Ankeny, Courtyard by Marriott | 2405 SE Creekview Drive

*The March 27th session will be held virtually. Please check back to see if the locations for May and June change.

click here for more information for 2019-2020 Breakfast Series.