September 21-22, 2010
Canadian Private Family Office Invitational
Fifth semi-annual Canadian Private Family Office Invitational in Toronto. Theme is "Values and Family Culture." For information, see www.insightinfo.com or contact Gene Beil at (JavaScript must be enabled to view this email address)
September 23, 2010
From Boeing to Growing Oliver Company
Program sponsored by the Delaware Valley Family Business Center, 7:30 to 11:30 a.m., at Radnor Valley Country Club, Villanova, Pa. Click here to see the event webpage. At the end of the Vietnam War, Joe Oliver was one of the 10,000 employees downsized from Boeing Helicopter Division, where he worked as an engineer. Rooted in his strong faith, integrity and engineering savvy, Joe built a superior customer service company, Oliver Heating and Cooling, which today is led by a non-family president. Program also includes a Family Business Spotlight featuring the McVaugh family of Laboratory Testing Inc. Contact Learning Community Director Sally Derstine at (215) 723-8413 or (JavaScript must be enabled to view this email address); www.dvfbc.com
September 26-28, 2010
The 11th Annual Family Office Wealth Conference
The 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will examine essential issues families must contemplate as they navigate in a world that at this moment presents more questions than answers then at any time in recent memory. The program will evaluate an assortment of investment options to unearth where the best opportunities may exist and where the greatest risks may be lurking. It will also identify what other affluent families are doing or considering when it comes to investing in various strategies, regions, sectors and asset classes.
With the involvement of numerous experts, experienced family office executives, family members and others, the 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will provide a chance for families to discuss essential issues, share ideas and information, and informally review a diversity of options that will help them make informed decisions underpinned by their individual standards, values, objections and family circumstances. For more details, please visit www.iifamilyoffice.com.
Please note that attendance at this meeting is by invitation only. Please contact Usha Bhate at (212) 224-3429 or (JavaScript must be enabled to view this email address)
September 30-October 2, 2010
The 21st Family Business Network International Summit
"Innovation: Keeping the Family Business Vibrant for Generations," in Chicago. This two-day summit will explore how family businesses use innovation to overcome challenges, seize opportunities and improve their communities. Through family case studies and speaker, the program will provide an opportunity for networking and sharing best practices with the world's top family businesses. More than 500 CEOs and owners of the world's largest family businesses are expected to attend. For information, visit www.fbn-i.org/summit.
September 30, 2010
Innovation and Public Policy session at FBN summit
Two-hour public policy session hosted by Family Enterprise USA (FEUSA), "Innovation and Public Policy: The Challenges Family Enterprises Face and Why They Must Unite to Overcome Them," at the 2010 Family Business Network International Summit in Chicago. Confirmed panelists for the public policy session include:
- Laird Koldyke, seventh-generation chair of the Laird Norton Company
- Mike Garvey, founder of Saltchuk Resources
- Dr. John Davis, founder of Cambridge: Advisors to Family Enterprise, and Harvard Business School faculty member
- Philip Aminoff, chairman of EFB-GEEF and Electrosonic
FEUSA is the only U.S.-based membership organization whose sole purpose is to increase the public's knowledge and awareness of the positive contributions made by America's family businesses (www.familyenterpriseusa.org). For additional information on the policy session or FEUSA, please contact Ann Kinkade at (651) 962-4171 or (JavaScript must be enabled to view this email address).
October 6-7, 2010
Structuring Family Business for Success
Structuring Family Business for Success, presented by the Institute for Family-Owned Business and held at the Harraseeket Inn in Freeport, Maine, prepares participants to identify and leverage family strengths for competitive advantage and family harmony. This leadership training program features a faculty experienced in governing family enterprise. They address key topics of concern, and examine successful resolution strategies critical to family companies. For information, call (207) 780-5935 or see www.fambusiness.org
October 8, 2010
Financial Planning for Family Business Owners
Program sponsored by the Delaware Valley Family Business Center, 8:30 to 10:30 a.m., at Legacy Planning Partners, Plymouth Meeting, Pa. Click here to see the event webpage. Do you have a game plan for your personal finance that is aligned with your business goals? Business owners become wealthy by having a majority of their personal assets tied up in their business, a high-risk/high-reward scenario. But can they stay wealth being under-diversified? Will you have a choice to gift business stock to the next generation, or will you be forced to sell in order to become more liquid? Chris Benfer, CFP, Legacy Planning Partners, will share some ideas on how you can "have your cake and eat it too." Contact Learning Community Director Sally Derstine at (215) 723-8413 or (JavaScript must be enabled to view this email address); www.dvfbc.com
October 10-14, 2010
Governing the Family Business
"Governing the Family Business," This program for directors, shareholders and executives is taught at the Kellogg School of Management Executive Education Division, Evanston, Ill. The one-week intensive course examines best practices for the governance of large, complex family businesses. Co-directors: Professors John L. Ward and Ivan Lansberg. For information, call (847) 467-7855 or see http://www.kellogg.northwestern.edu/familyenterprises.
October 13-16, 2010
Family Firm Institute Annual Conference
"Family Enterprise: New Game? New Rules?" at the J.W. Marriott, Chicago. There's a new game in town and with it, changing rules for business engagement and leveraging professional knowledge. The conference offers keynotes and plenaries, educational sessions, best-practices workshops and networking events as well as a post-conference Education Symposium. For information, call (617) 482-3045 or see www.ffi.org.
November 1-2, 2010
Family Business - Syria 2010
"Sound Structure and Sustainability Options" is the theme of Family Business -Syria 2010, to be held at the Sheraton-Damascus. Topics to be discussed include succession, governance, wealth, exit methodology, conversion into a joint-stock company, the credit crunch and family business contracts. The conference will be preceded by a reception on October 30. For information, contact (JavaScript must be enabled to view this email address) or (JavaScript must be enabled to view this email address); www.familybusinessconf-syria.com
November 2-5, 2010
University of Chicago Booth Private Wealth Management Program
As a family business owner and wealthy individual, you've been working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Effective investment management is critical, of course, but successful wealth management requires an integrated and strategic approach. In this program, you will gain frameworks, tools, and skills so that you can clarify your family and financial goals, design a strategy to preserve and manage your wealth, and oversee financial advisers with greater confidence and results. For information, see http://pwm.chicagoexec.net
November 11, 2010
The Just Born Story: Guiding Principles & Collaborative Culture
Program sponsored by the Delaware Valley Family Business Center, 5:30 to 8:45 p.m. at Lehigh University's Iacocca Hall, Mountaintop Campus, Bethlehem, Pa. Click here for the event webpage. Ross J. Born, third-generation co-president of Just Born Inc., will discuss how the company's guiding principles and collaborative leadership shape its culture. Contact Learning Community Director Sally Derstine at (215) 723-8413 or (JavaScript must be enabled to view this email address); www.dvfbc.com.
Send calendar submissions to
Barbara Spector, Editor, Family Business
1845 Walnut St., Philadelphia, PA 19103
(215) 405-6084, fax (215) 405-6079
or click here to send via email.
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Upcoming Events
Canadian Private Family Office Invitational
From Boeing to Growing Oliver Company
The 11th Annual Family Office Wealth Conference
The 21st Family Business Network International Summit
Innovation and Public Policy session at FBN summit
Structuring Family Business for Success
Financial Planning for Family Business Owners
Family Firm Institute Annual Conference