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November 2018

Family Business Best Practices: Learn from Real Stories of Successes and Failures

November 15, 2018 @ 5:00 pm - 9:00 pm
Vertex Town Center, 2301 Renaissance Blvd.
King of Prussia, PA 19406 United States
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Join us to celebrate 30 years of guiding family business leadership and stewardship! You will learn how three different business families are engaging in "best practices" as they aspire to strengthen family harmony and business continuity. Business families who are successful over three generations share three practices: They have effective 5 MOUNTAIN™ meetings They share a clear strategic direction They seek outside counsel and accountability We will celebrate progress, not perfection, as you move along the paths to flourishing as…

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October 2018

Leading or Leaving? Is Your Family Business Ready for the Next Chapter?

October 17, 2018 @ 8:30 am - 10:00 am
RKL Training Room, Lancaster, PA, 1800 Fruitville Pike
Lancaster, PA 17601 United States
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Preparing for transition is difficult and  stressful - sometimes it's hard to even know where to start. This event is designed to help people know how to take their first steps by looking at three important topics: Key Steps in Preparing for Transition Looking at Your Options for Transfer Strategies How to Prepare for Your Next Chapter Whether you will be leading for years to come, or are already thinking about taking steps toward the next generation, this Best Practice…

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June 2018

Best Practices in Recruiting and Hiring

June 13, 2018 @ 8:30 am - 10:00 am

As a family business owner, you know that people are your most valuable asset. Recruiting and hiring the right talent and then managing that workforce constitute a full-time job, one that requires special training. Presented with EDU Partners Fox Rothschild and PROXUS, we’ll discuss tips and tricks to find and hire the right people. Topics include: Effective recruiting techniques Identifying the best candidate for your family business Asking about salary history & union affiliation Asking about criminal & credit history Offer letters vs. employment…

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May 2018

Leading by Relationship: Communication in the Family Business

May 16, 2018 @ 7:30 am - 11:30 am

Communicate effectively, resolve conflict, hold others accountable, and build high-performance family business relationships. Our Breakfast Forum will feature New York Times Bestselling Author Steve McClatchy. If you are in business today you are in the business of relationships. The skills of communicating effectively, working with multi-generational teams, setting expectations, gaining commitment, building trust, resolving conflict, and getting others to follow through can be the most important skills you will ever develop as a leader. In this presentation, you will learn the keys to…

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April 2018

The Inescapable Influence of Money on the Family Business

April 19, 2018 @ 8:30 am - 10:00 am

A clear understanding of money is often the difference between families who flourish and those who don't. Additionally, misunderstandings about money can mean the difference between success and failure for the family business. A sense of entitlement and a need for financial security are just two indications of the large impact money has on the family business. Educating the next generation about money’s power, privilege, and the legacy it can leave behind is of utmost importance. Money is so much…

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March 2018

Mini-Conference Keynote: Designing a High-Functioning Family Culture

March 16, 2018 @ 8:00 am - 1:00 pm
Radnor Valley Country Club, 555 Sproul Rd
Villanova, PA 19085 United States
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Mark your calendars now to join us for our family business Mini-Conference: Leadership & The Family Business! Our family business Mini-Conference will focus on leadership in the family business, and how effective leaders inspire others to do more and to become more. Creating a happy, high-functioning family culture doesn't happen by accident; it happens by design. Come and learn from Mitzi Perdue, our keynote speaker, how to design your own! Mitzi Perdue gives practical advice on how a family business can…

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