Events Archive

of the Family Business Learning Community

Dec062017Best Practice
How to Use Retirement Plans to
Keep Top Employees

Speaker:

Location: Exhibit B Gallery, Souderton, PA

We keep hearing how hard it is to retain your most talented workers when competition is so tough. One overlooked opportunity is often your family business's employer-sponsored retirement plan. Come learn with us how to build your program in a way that can truly contribute to your family business's future success.

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Nov162017Forum
How the “Purell” Family is Navigating Transitions in a Unique Way

Speaker:

Location: Columbia Station, Phoenixville, PA

The family behind GOJO, maker of Purell hand sanitizer, has reinvented the classic family business model to create Kanfer Family Enterprise (KFE), which allows every family member to work on his or her preferred venture, yet still be part of the family business.

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Oct192017Best Practice
Best Practices for Preparing Your Family Business for Transition

Speaker:

Location: RKL, Reading, PA

Presented with EDU Partners RKL and Fox Rothschild LLP

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Sep282017Workshop
An Introduction to Family Councils –
2nd Offering!

Speaker:

Location: Calvary Church,
820 PA-113, Room 302, Souderton, PA

Due to popular request, we've created a second opportunity to attend! A family council is a place for the family to uncover values, develop policies, and carve a direction for the future. Learn from DVFBC and Members at this Best Practice Event.

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Sep142017Workshop
An Introduction to Family Councils –
Registration at Capacity!

Speaker:

Location: Lititz Family Cupboard Restaurant, Lititz, PA

Registration is closed as we have reached maximum capacity! Due to Member requests, we have scheduled a second offering! Join us September 28!

A family council is a place for the family to uncover values, develop policies, and carve a direction for the future. Learn from DVFBC and Members at this Best Practice Event.

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Jun142017Best Practice
How to Build Better Teams:
Develop Dynamic & Functional Leaders

Speaker:

Location: Five Saints Distilling, Norristown, PA

Most organizations don’t focus on continuous improvement of communication, or developing healthy leadership teams. This can lead to culture damage and lack of trust and accountability. How do you ensure that all your employees, both family and non-family members alike, remain engaged with their responsibilities and the mission of the family business?

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May232017Forum
Managing People Challenges in the Family Business

Speaker:

Location: Radnor Valley Country Club

Relationship Realities and Emotional Maturity

In every family business, the emotional state of the family and the future of the business depend on high-functioning relationships. The over-arching goal of this FORUM is to help family businesses build cultures of emotional maturity and responsibility, beginning with self.

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Apr272017Best Practice
5 Common HR Mistakes & How to Avoid Them

Speaker:

Location: Hamburg, Rubin, Mullin, Maxwell & Lupin

Presented with EDU Partners HRMML and Proxus

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Mar242017Forum
Mini-Conference:
Navigating Change in Family Businesses

Speaker:

Location: Radnor Valley Country Club

Mark your calendars now to join us for our Family Business Mini-Conference!

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Oct062016Best Practice
6 Practical Strategies to Grow & Protect your Family & Business Assets

Speaker:

Location: HRMML, Lansdale

Most business owners know how to grow a business. But what about creating a strategy to grow your personal wealth and make sure it’s not wiped out by a lawsuit?

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Sep282016Forum
Salt of the Earth:
7 Generations of Innovation

Speaker:

Location: Radnor Valley Country Club

J. Q. Dickinson Salt-Works is a modern revival, a true example of family business innovation.

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Sep232016Best Practice
Increase Your Team’s Performance with Collaboration

Speaker:

Location: Open Connections, 1616 Delchester Rd, Newtown Square, PA

Featuring
Jeff Westphal, G2 Co-owner, CEO & Chairperson
Vertex, Inc., Berwyn, PA

Invite your top team members for an interactive morning of learning at Open Connections!

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May182016Best Practice
Ways to Retire While Preserving the Legacy for the Rising Generation

Speaker:

Location: RKL, Wyomissing

What will your legacy be?

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Apr282016Best Practice
5 Myths About Millennials, Boomers, & Gen-X in the Workplace

Speaker:

Location: Fox Rothschild
Blue Bell

Communicating across the generations is a challenge every family business faces. Join thought leaders from DVFBC, Lacher & Associates, and Proxus to learn tips for communicating and engaging family members across the generations!

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Mar162016Forum
Dinner FORUM:
Driving Innovation from
Generation to Generation

Speaker: A. Duie Pyle
West Chester

Location: Radnor Valley Country Club

Founded in 1924, A. Duie Pyle has seen significant changes in transportation.

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Nov122015Forum
Leadership and Healthy Sibling Partnerships: The Almost Impossible Dream

Speaker:

Location: Rose Bank Winery, 258 Durham Road, Newtown, PA

Come to Rose Bank Winery in Newtown for Dinner on November 12 to learn about sibling partnerships – the challenges and opportunities - FROM leaders in sibling partnerships!

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Sep212015Forum
An Evening With Rich Teerlink, Former CEO of Harley Davidson, on the Role of Independent Directors in Family Business

Speaker:

Location: DoubleTree Philadelphia - Valley Forge, 301 W. Dekalb Pike, King of Prussia

Rich's efforts at Harley Davidson resulted in increasing US market share from 15% to 50%, which led to Entrepreneur Magazine listing him as one of 10 Inspirational Leaders Who Turned Around Their Companies.

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Sep162015Forum
5 Lessons from 4 Generations

Speaker: Maria Rodale

Location: Rodale Inc, Emmaus

Maria Rodale -  G3 CEO/Chair of Rodale Inc., the world's leading healthy lifestyle media company - will discuss her company's transition through the generations as well as highlight:

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May212015Best Practice
Defining the Numbers: First Steps in Transition Planning

Speaker:

Location: Fox Rothschild LLP, Blue Bell

Back by popular demand, come to this second opportunity to hear thought leaders from Everence, RKL, and DVFBC discuss how to take steps toward defining "the numbers."

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May142015Best Practice
How to Attract & Retain the Best People for Measured Results

Speaker:

Location: Rats Restaurant at Grounds for Sculpture

Join thought-leaders from DVFBC and Proxus HR to learn more about compensation, human resources policies, and how HR can impact your strategic plan as a family business.

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Apr232015Forum
A German Catholic Family’s Journey of Pain & Prosperity

Speaker:

Location: Radnor Valley Country Club

  1. How do you effectively engage all family members in decision-making in the family business?
  2. How do you balance sometimes loud, opposing voices while protecting and growing the business?
  3. How can family business leaders demonstrate mental clarity and emotional maturity in the decision-making process?

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Apr092015Best Practice
Defining the Number: First Steps in Transition Planning

Speaker:

Location: Clemens Food Group, Hatfield PA

Thought leaders and sponsor Everence will provide information on how a financial advisor who shares your values, can help you on this journey through unfamiliar territory.

Seating is limited!

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Mar102015Forum
Unexpected Outcomes: A G2 – G3 Transition Story

Speaker:

Location: Sight and Sound Theatre, Lancaster, PA

Mark your calendars now to attend our first  2015 Dinner Meeting on March 10,  featuring the Hoober Family from Hoober, Inc., at Sight and Sound Theatres in Lancaster. Come hear how one family walked through an intergenerational transition and found a powerful, unexpected outcome.

Note:  Arrive by 5:00 if you are interested in a backstage look of the Sight & Sound Theatre. Tours will leave from the main lobby. Dinner will begin at 5:45 PM.

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Nov102014Forum
Expressing Our Values and Creating Clarity: Herschend Family Enterprises

Speaker:

Location: Adventure Aquarium, Camden, NJ

Dive into an evening of learning, sharing and fun at the Adventure Aquarium with Chris Herschend, G3 Vice Chairman of the Board for Herschend Family Entertainment (HFE).

The Herschend story was recently featured  in Forbes magazine -- click HERE.

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Oct232014Forum
Protecting Your Legacy From the Four D’s

Speaker:

Location: RKL, Wyomissing

Death, Disability, Divorce and Disagreement

 

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Oct012014Forum
Integrating Non-Family Leaders

Speaker:

Location: Cairnwood Estate, Bryn Athyn

Changes in leadership take time, trust and thoughtful preparation.

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Sep182014Forum
Creating Clarity and Purpose at Day & Zimmermann

Speaker:

Location: Radnor Valley Country Club

Mark your calendars now for the September 18th FORUM!

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Jun052014Forum
Preserving Value – Strategies for the Family Business

Speaker:

Location: Sheraton Valley Forge Hotel, King of Prussia

This Best Practice FORUM is designed to provide insight on the various exit strategy methods to sell part or all of a closely held business; whether it be to a family member,  key employee / employee group,   friendly outside buyer,  private equity firm or competitor.

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May142014Forum
Communication Styles: Enhancing Group Decision-Making for Success

Speaker:

Location: Sheraton Valley Forge Hotel, King of Prussia

Join us for our first Dinner FORUM of 2014!

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Mar132014Forum
“Vertically Coordinated”: Aligning Businesses and Leadership at Clemens Food Group

Speaker:

Location: Radnor Valley Country Club

Mark your calendars now for our first FORUM of 2014!

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Nov212013Dinner
Dinner Meeting: Five Steps to Healthy Multi-Gen Governance

Speaker:

Location: Sheraton Valley Forge Hotel, King of Prussia

Will your business family experience the thrill of success, or the agony of defeat? The odds are against you with each succeeding generation!

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Oct242013Dinner
Dinner Meeting – Family Councils: Who? What? Why?

Speaker:

Location: Glencairn Museum (The Pitcairn Family Home), Bryn Athyn, PA

Registration is CLOSED as we have reached capacity seating!

Contact Beth to be put on waiting list.

Tours of Glencairn Museum and Hors d'oeuvres from 5:00 - 6:00 p.m.!

Multi-Generational enterprises that do well for generations commit to developing effective family governance structures which address the development of individual family members and the family as a unit.

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Oct012013Forum
Brand Damage – It’s Personal!

Speaker:

Location: Heritage Hall at Calvary Church, Souderton

In this seminar, Larry Linne will discuss how your personal brand is shaped by your actions and social media, and he will provide strategies you can immediately employ to create and proactively manage your brand.

“Your brand cannot be hidden. It is created by your existence and everything you do. If you don’t manage it, others may create a brand for you that isn’t what you want.” – Larry Linne

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Sep262013Dinner
Dinner Meeting: “Playing Fair” is Different in Every Business Family

Speaker:

Location: Ledge Rock Country Club, Mohnton, PA

What does "Playing Fair" mean in your business family?

Ted Lentz, G4 President, Lentz Milling, took a different path into their family business, leaving a successful consulting career at the Advisory Board Company in 2005 to join the family business, despite his father's discouragement.

Quick to learn from others, Ted has worked intentionally to professionalize the business and has built a new team and implemented a compensation program and formed an advisory board. Ted takes his advice to heart:  Free up time to work ON your family business, not just in it.

Also learn from Consolidated Scrap Resources, a family business that is one of the very few companies in the United States that have played a continuous and integral role in recycling for more than 100 years.

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Sep052013Forum
G2 Leaders Using Strategic Partnerships to Grow their Enterprises

Speaker:

Location: Philadelphia Country Club

Learn from next generation leaders who are charting their own leadership paths forward, reinventing businesses, and leveraging strategic partnerships along the way.

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Jul172013Forum
Taking Your International Business to the Next Level

Speaker:

Location: Citizens Bank, Plymouth Meeting (scroll down for Plymouth Meeting)

This Business Acumen FORUM will focus on Global Strategy and the Tools to Get There!

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May302013Forum
Legacy Family Philanthropy: How and Why We Give

Speaker:

Location: Four Seasons Produce

Philanthropy and charitable giving is an important part of the journey for many Legacy Families who desire to share their generosity and make a difference in their community and beyond.

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May142013Forum
The Power & Perils of Integrating Non-Family Leaders & Partners

Speaker:

Location: Shady Maple Smorgasbord

Join us for a morning of learning from 2 successful family business entrepreneurs who work with non-family leaders and partners, navigating the rocky path of integrating them into the Legacy Family Journey!

The morning will include an amazing breakfast buffet, like only Shady Maple can do - one that people travel from all over the country to taste!

After the  presentation, stay for a behind the scenes tour of the Shady Maple Farm Market and Smorgasbord! It's an opportunity you won't want to miss!

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Apr242013Forum
“Lobstering”: Stories of Strategic Reinvention

Speaker:

Location: St. Davids Golf Club, Wayne, PA

In order to live fulfilled lives, much like lobsters, we need to “de-shell” by reinventing ourselves and our companies, taking risks,  exploring opportunities and learning new ways to be connected to our personal “why” and how we would like to pass on our Legacy.

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Mar132013Forum
Intergenerational Transfer Awakenings

Speaker:

Location: Philadelphia Country Club

Join us to learn from 3 different businesses:

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Jan092013Choose
W2 Reporting Requirement Webinar

Speaker: Cathy Annis, Employee Benefits, Senior Account Executive, Lacher & Associates

Location:

Health Care Reform is and will continue to make the compliance landscape a difficult one to navigate. We are committed to providing you with timely information and, more importantly, ways to integrate these new compliance regulations into your daily workflows.

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Dec042012Mini Forum
Transfer and Exit Strategies

Speaker: Mario Vicari, Director, Kreischer Miller

Location: Kreischer Miller, Horsham

Most private and family business owners have the majority of their wealth in their company’s stock.  Consequently, exiting the business and transferring that ownership interest is one of the biggest decisions most companies face.  This program will help private companies understand all of their transfer options and how to plan for them.

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Dec032012Virtual Forum
Being a Difference Maker Webinar

Speaker: Kevin Trokey, President and CEO, Benefits Growth Network

Location:

In today's business environment, we are all pressed to do more with less. The same goes for your clients. They are looking for those rare relationships that deliver exceptional value and allow them to be more successful at whatever they do. This presentation will discuss what it takes to be that relationship for your clients, to be a difference maker, and to deliver unexpected value in everything you do.

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Nov142012Forum
DINNER MEETING: Leadership in Legacy Families

Speaker:

Location: RiverCrest Country Club

Bring your spouse, children and family business friends to celebrate the Best of 20 Years!

Bring your business family to family-owned RiverCrest Golf Club and take advantage of the opportunity to have both "fun" and "formal" photos taken... just in time for Christmas!

Come with your questions for these best practice legacy families, as well as your own best practices to share!

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Nov082012Virtual Forum
Leave of Absence Alphabet Soup Webinar

Speaker: June Garafano, SPHR, Director of Client Services at PROXUS

Location:

 How to Navigate through FMLA, WC and ADA/ADAAA

Although most managers and supervisors have had some training in this topic, they often continue to struggle with the complexities

  • of the Family and Medical Leave Act (FMLA), lost time Workers' Compensation (WC) claims and accommodations required through the Americans with Disabilities Act and the Americans with Disabilities Act Amendments Act of 2008 (ADA/ADAA).

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Oct262012Mini Forum
The Value of a Private Company Board

Speaker:

Location: Kreischer Miller

The most successful companies effectively balance the day-to-day demands of running a business with the need to think strategically.  Utilizing a Board of Directors is a proven way to assist in accomplishing this objective. Gaining outside perspective on issues can help a business owner make grounded, forward-thinking decisions.

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Oct242012Mini Forum
The Legal Side of Human Resources: Employment Litigation (and How to Avoid it)

Speaker: Jon Samel, HRMML, and Ethan O'Shea, HRMML

Location: Hamburg, Rubin, Mullin, Maxwell and Lupin

Since we couldn’t accommodate all those who had interest in the September Forum, we are pleased to offer another opportunity to stay updated on this important legal topic! Experts will address YOUR concerns & questions related to the legality of hiring & firing people as well as many other complexities that continue to emerge related to HR legal best practices.

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Sep272012Forum
Parenting, Wealth & Legacy: Stories of Purposeful Families

Speaker: John A. Warnick, Purposeful Planning Institute, Denver, CO

Location: Radnor Valley Country Club

Running one or more successful businesses and nurturing a great family is complex which leads to challenging, middle-of-the-night questions:

What is the impact of the business’ wealth on  your children and grandchildren?

How can your Family Council be a positive force, instilling lasting values to the next generation?

Read More →
Sep132012Mini Forum
The Legal Side of Human Resources: Employment Litigation (and How to Avoid it)

Speaker: Jon Samel, HRMML, and Ethan O'Shea, HRMML

Location: Hamburg, Rubin, Mullin, Maxwell and Lupin

We continue to hear YOUR concerns & questions related to the legality of hiring & firing people as well as many other complexities that continue to emerge related to HR legal best practices.

Ethan O'Shea and Jon Samel, our thought leaders at Hamburg, Rubin, Mullin, Maxwell & Lupin, PC (HRMML)  are offering their expertise on the important issues below and others, and will answer YOUR questions in real time, including:

1.  workplace discrimination and harassment claims
2.  non-compete and separation agreements
3.  hiring/firing practices
4.  employee handbooks and files
5.  wage and hour issues
6.  FMLA/ADA/Title VII and ADEA
7.  Practice before the PHRC, EEOC, state and federal courts

Read More →
Jul312012Mini Forum
Private vs. State Exchanges: The Future of Employer-Sponsored Health Care

Speaker: Mark Lacher, Lacher & Associates, Souderton, PA

Location: Indian Valley Country Club

You've heard from many different perspectives about the impact of health care reform on your business.   NOW, it's time to hear about strategies that businesses can pursue as they consider how to best offer benefits to their employees.

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Jun052012Mini Forum
Good Health is Good Business: Best Practices for Modern Companies

Speaker: Denise Lantz and Mark Lacher

Location: Franconia Heritage Restaurant & Conference Center

In the current economic climate, the business imperative for addressing health care costs has never been greater. The case for moving beyond “wellness” and on to a more comprehensive health management strategy is compelling, not only because of the burden of health care expenses, but from a larger human capital and business management perspective. In fact, current and future trends in this area are moving beyond employee benefits and focusing on the much larger impact of employee health & wellness on business operations and strategic concerns. Join us for a multi-level discussion on the business case for health management, as well as some practical examples of best practices in the industry, including measures being taken at several local family-owned businesses.

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May102012Forum
Creating Relational Capital in Your Business & with Your Family

Speaker: Ed Wallace, Author and Founder of The Relational Capital Group

Location: Radnor Valley Country Club

Relationships are critical to business success, but no one has provided a simple system to turn contacts and acquaintances into valuable assets—until now.  We’re delighted to have author and entrepreneur Ed Wallace introduce his 5 step process to reveal how to transform ANY business relationship into a valuable source for your family business on May 10.

In addition to family members and non-family executives, bring your sales team! Uncover how to maximize the strength of your relationships, generate high-quality leads, and increase your revenue while maintaining the values and culture of your business family.

Take-aways Include:
• A copy of Ed's book… be sure to have Ed sign it at the Forum!
• Orientation to the core Relational Capital concepts
• The Principle of Worthy Intent
• Relational GPS
• The Essential Qualities – credibility, integrity, authenticity
• The Relational Ladder®
• Greater appreciation for the value of RC
• An RQ Assessment that measures the strength of the participants’ most important business relationships
• A Relational Capital action plan for three relationships that they can begin activating immediately

Please bring your completed assessment on May 10 to leverage your value from the workshop portion of the morning.

The Next Generation Successor: Not the Easy Road

Many of our past Forums have focused on the challenges of the senior generation “letting go.”  Now it’s time to hear from the next generation!

We invited Aaron Baum, 2nd Generation President, Baum Precision Machining, Inc., Pipersville, to talk from the “other side of the table.”  What are the risks, challenges and benefits … for the business, the family, and the successor?  After earning an MBA and 2 successful careers at Medical Labs and Sprint, Aaron returned to the family business in 2005.

We will also hear from several next generation Leadership Lab colleagues on this significant, relevant topic impacting family business continuity!

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