Events for Families in Business
We offer programs throughout the year that address the issues most critical to your family business. Our family business programs are most valuable when the entire family attends, along with key non-family members of the leadership team. We also offer a variety of business programs designed to build your team members’ skills and expand your business toolbox. Please contact us to discuss any of these opportunities or learn more about the programs that will address your most critical business concerns.
Getting Your Financial House in Order: Now is the Time
Thursday, January 29th, 2009
07:30 AM - 09:30 AM The Duquesne Club
Cost: $35 to attend
Speaker: Robert B. Williams and Daniel Grealish
Throw away most of your past planning. The world has changed as we enter 2009 and it is time to take a fresh look at your financial legacy for your family and your business. Leading Western Pennsylvania wealth advisors will share unique strategies for your business and personal finances to help you take advantage of current economic conditions and possible changes under the new administration. Leave this program with new ideas for your trust vehicles, shareholder redemption plans and valuation strategies. Sign me up!
The Ultimate Gift: A Special Movie Event
Thursday, February 26th, 2009
5:00 PM - 8:00 PM Byham Theater
Cost: $49 per family
View philanthropy through a new lens and experience how one family learned about wealth and responsibility. This interesting perspective on family values and accountability is sure to engage all members of the family and provide a starting point for your discussions focused on wealth, financial discipline, and philanthropy. Fun movie food will be provided, including popcorn and hot dogs. Sign me up!
Family Wealth: Preserving Your Human, Intellectual and Financial Assets for Generations
Thursday, April 23rd, 2009
07:30 AM - 12:00 PM The Duquesne Club
Cost: $199 to attend
Speaker: Jay Hughes
Program addresses the complex issues families in business face as they pursue family governance, growth, and stability, while at the same time striving to nurture the happiness of each family member. Jay Hughes, one of the leading thinkers in family business dynamics, will lead the audience through numerous disciplines and traditions to arrive at a destination that is both instructive and inspiring. A copy of Mr. Hughes’ book, Family Wealth: Keeping it in the Family, will be provided to each family, and Mr. Hughes will be available for book signings. Sign me up!
Summer Social at Weavertown Asia House
Tuesday, June 2nd, 2009
6:00 PM - 9:00 PM Weavertown Asia House
Cost: Program Exclusive to Members
Enjoy a taste of Asia when Dawn Fuchs, president of Weavertown Environmental Group, opens her personal family paradise for a summer party that provides a unique opportunity to meet other family business members in a special venue. Enjoy the unique beauty of an Asian palace and beautiful ponds and gardens while you build relationships with some of the leading family business leaders and entrepreneurs of the region. Sign me up!
Is the Family Business Right for Me?
Tuesday, June 16th, 2009
09:00 AM - 11:00 AM Heinz Field Press Room
Cost: $35 to attend
Speaker: Jim Rooney and Ann Dugan
When it comes to the next generation joining the family business, parents are sometimes reluctant to discuss the options, concerned their children will feel forced into the business. Eventually, this lack of communication can lead to unintended consequences. Start the conversation early with ideas provided in this program. Sign me up!
Understanding the Interwoven Finances of Your Family and Your Business
Thursday, July 23rd, 2009
07:30 AM - 09:30 AM Location TBA
Cost: $35 to attend
The topic of money or wealth can often be a sensitive issue within families, particularly in today's volatile economic climate. For many families in business, conversations about family wealth are irregular and strained. We will tackle this delicate topic, exploring the psychological underpinnings that make conversations about wealth difficult and illuminating tested methods for improvement. Sign me up!
The Dynamics of Equitable Compensation in the Family Business: Performance-Based Planning
Tuesday, August 25th, 2009
07:30 AM - 09:30 AM The Duquesne Club
Cost: $35 to attend
Speaker: Jere Cowdin and Elliot Dinkin
Market-based salaries, bonuses, and other benefits all come into play when determining compensation. In a family business, compensation planning can be especially complicated when there are multiple family members at different skill levels and with varying levels of passion for the business. A family must also give consideration to the financial objectives of cash retention and earnings distribution. This program will explore policies aimed at encouraging professional growth among employees and attaining the strategic financial goals of the company. Success can be realized for the individual, the family, and the business when goals and expectations are clearly stated and understood by all. Sign me up!
Family Business, Risky Business
Wednesday, September 23rd, 2009
07:30 AM - 12:00 PM The Duquesne Club
Cost: $199 to attend
Speaker: David Bork
David Bork’s spontaneity and sense of adventure ensure that a “fireside chat” always turns into a raging road trip of lessons he has learned through his work with families in business around the world. Through his experiences, Mr. Bork has discovered that the real key to success is a family’s ability to adapt to the demands and pressures of being in business together, while at the same time balancing family and individual goals. His book, Family Business, Risky Business, identifies successful family characteristics as well as the patterns and behaviors that can cause the downfall of a family business. David’s just-released book of business wisdom, The Little Red Book of Family Business, will be provided to each family in attendance. Sign me up!
Family Governance and Business Governance: Important Roles of Each for the Continuity of Both
Tuesday, November 3rd, 2009
07:30 AM - 09:30 AM The Duquesne Club
Cost: $35 to attend
Speaker: Charlie & Shelley Bitzer and Carl & Nancy Stabile
The success of family and closely held businesses with independent boards of directors is well documented. How do families and boards manage their meetings when conflicts or emotionally charged situations arise? How do the various parties maintain objectivity and focus on what is best for the business and its shareholders? Join our distinguished panel of family members from successful businesses in Western Pennsylvania to get an insider’s view of how they make both family and business governance work and, in doing so, remain a loving and caring family through the generations. You will hear how family members not actively involved in the business stay informed; how the next generation learns about employment opportunities and the responsibilities of ownership; and most importantly, how they connect with and understand other family members who live far away. Families address these governance concerns through important processes such as regular family meetings, family councils, and the development of the family strategic plan. Sign me up!
Winter in Germany
Tuesday, December 8th, 2009
6:00 PM - 9:00 PM The Priory Hotel
Cost: Program exclusive to members.
Celebrate the close of the year and delight in the beauty of winter as we create an old world holiday in Germany at the Priory Hotel. Warm up with the members and friends of our entire organization and enjoy an evening that will kick off the holiday season in a way you will not forget. Sign me up!