Family Business Calendar

2009

May

11-12: "Manpower Planning, Recruiting and Retention in the Family-Owned Business," seminar offered by the Family Business Management Association in Baltimore, Md. Hiring key personnel for a family-owned business can prove to be both challenging and difficult. Candidates often question the abilities of the family-owned business to support their long-term goals and objectives. This course is designed to help family business members overcome these barriers and recruit quality personnel. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

12-14: ACG InterGrowth 2009, Wynn Las Vegas. More than 2,000 middle-market M&A professionals are expected to attend to network, source deals and learn best practices in M&A. Participants include senior-level private equity professionals, intermediaries, corporate development officers, lenders, lawyers and accountants. For information, see http://www.acg.org/IG0922

13-14: "Succession Planning in the Family-Owned Business," seminar offered by the Family Business Management Association in Baltimore, Md. This course focuses on developing a long-term strategy for the organization, identifying future leaders and putting a plan into place to develop these future leaders. It also provides solutions in the event that there are no interested or qualified family members to take on the leadership role. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

18-19: "Strategic Planning in the Family-Owned Business," seminar offered by the Family Business Management Association in Baltimore, Md. This course teaches current and future family member leaders how to prepare, execute and evaluate a strategic plan. It calls on participants to share their experiences in planning—what worked well and what needed to be changed. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

21: "Doing the Right Thing, Not the Easy Thing: Wrestling with Entitlement and Accountability in Business Families," program sponsored by the Delaware Valley Family Business Center, 7:30-11:30 a.m., at the Radnor Valley Country Club. Phil Clemens, third-generation chair/CEO of The Clemens Family Corp. (holding company of Hatfield Quality Meats, Hatfield, Pa.), will share how his family has worked at entitlement and accountability, two challenges that every business family faces. A fourth-generation family member, Tom Clemens, will share his journey through the years, including roles inside and outside the family business. John Reininger will add his perspectives and experiences as an employed in-law, including his current role as the chief relationship officer and what he is doing to attract family employees for the future. Contact Sally Derstine at (215) 723-8413 or see http://www.dvfambus.com/php/events/description.php?event=50.

August

9-24: Stanford Wealth Management Program, in collaboration with the Institute for Private Investors. Program allows participants to increase their depth of knowledge in key areas of wealth management while having the chance to learn alongside other individuals with significant wealth. The objective is to help attendees confidently oversee the construction of their portfolios, select advisers, evaluate managers and consider asset protection and estate planning structures. This year, the program will specifically address how investors should respond to the current financial crisis. Contact Kathleen Coppo at (415) 276-2722; https://www.memberlink.net/programs/stanford-wealth-management-program .

16-21: Wharton Private Wealth Management Program, in collaboration with the Institute for Private Investors. Especially during the current market turmoil, many families seek additional education on how to better protect their wealth. Preparedness is a major concern for all families with substantial assets, for wealth in trransition may arrive predictably, or suddenly. For ten years, The Wharton School and the Institute for Private Investors have helped families meet the complex challenge of wealth management education. Contact Libby Bassett at (212) 693-1300; https://www.memberlink.net/programs/wharton-private-wealth-management-program .

31-September 4: "Family-Run Businesses: Succession Planning & Conflict Resolution to Grow the Enterprise," University of California Berkeley Haas School of Business. Program teaches members of family-owned businesses how to manage and balance the dynamics of the family system and the interests of the business system. The program sets out the main advantages that come with running a family business, looks at the key challenges and identifies ways these can be channeled to become positive forces for business growth and success. For information, see http://executive.berkeley.edu/programs/familybusiness.

September

14-15: "Managing Others in the Family-Owned Business," seminar offered by the Family Business Management Association in Orlando, Fla. Many family member managers have not experienced what it is like to manage or be managed in a non-family business. Their knowledge about supervision and leadership comes from watching senior family memers in leadership roles. Employees and family members hold managing family members to different standards than in non-family businesses. This course is designed to identify these differences and provide proven methods and techniques to overcome them and become a better manager of others. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

16-17: "Manpower Planning, Recruiting and Retention in the Family-Owned Business," seminar offered by the Family Business Management Association in Baltimore, Md. Hiring key personnel for a family-owned business can prove to be both challenging and difficult. Candidates often question the abilities of the family-owned business to support their long-term goals and objectives. This course is designed to help family business members overcome these barriers and recruit quality personnel. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

21-23: The 10th Annual Family Office Wealth Conference, The Montage Resort & Spa, Laguna Beach, Calif. Institutional Investor and Lido Consulting present this invitation-only annual event, bringing together representatives from some of the nation's most prominent high-net-worth families to explore the latest trends and issues related to managing family wealth. This exclusive event will provide practical information from a blend of educational sessions; speakers will present solutions to the broad range of issues facing family offices today, coupled with a host of social events and networking activities. Contact Usha Bhate at (212) 224-3429 or ubhate@iiconferences.com; http://www.iifamilyoffice.com.

21-22: "Succession Planning in the Family-Owned Business," seminar offered by the Family Business Management Association in Baltimore, Md. This course focuses on developing a long-term strategy for the organization, identifying future leaders and putting a plan into place to develop these future leaders. It also provides solutions in the event that there are no interested or qualified family members to take on the leadership role. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

23: "Developing the Next Generation: A Priority Investment for Your Family and the Business," program sponsored by the Delaware Valley Family Business Center, 7:30-11:30 a.m. Location to be announced. Program will focus on the results of 20 years of research about how children and young adults develop personal and business skills (both good and bad) by observing and learning from their parents and grandparents, as well as key executives in the family business. Participants will hear a true case study of a family business that is moving into the fourth generation by initiating a training and development program for the 13 children, ages 3 to 33. Dr. Cindy Iannarelli, president of Bernelli University, will speak. Contact Sally Derstine at (215) 723-8413 or see http://www.dvfambus.com/php/events/description.php?event=53.

November

17: "Over 40 Years of Going the Second Mile: Building a National Brand at Chick-fil-A," program sponsored by the Delaware Valley Family Business Center, 5 to 8:45 p.m. Location to be announced. Dan Cathy, second-generation shareholder of Chick-fil-A, headquartered in Atlanta, will speak. Contact Sally Derstine at (215) 723-8413 or http://www.dvfambus.com/php/contact/form.sally.php.

18-19: "Strategic Planning in the Family-Owned Business," seminar offered by the Family Business Management Association in Orlando, Fla. This course teaches current and future family member leaders how to prepare, execute and evaluate a strategic plan. It calls on participants to share their experiences in planning—what worked well and what needed to be changed. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

18-19: "Succession Planning in the Family-Owned Business," seminar offered by the Family Business Management Association in Orlando, Fla. This course focuses on developing a long-term strategy for the organization, identifying future leaders and putting a plan into place to develop these future leaders. It also provides solutions in the event that there are no interested or qualified family members to take on the leadership role. Contact Mike Hornbuckle, Executive Director, Family Business Management Association, at (410) 891-8080; http://www.fbmaus.org.

Send calendar submissions to Barbara Spector, Editor, Family Business, 1845 Walnut St., Philadelphia, PA 19103, (215) 405-6084, fax (215) 405-6079; bspector@familybusinessmagazine.com.