Request for Proposals

The Austin Family Business Program seeks to collaborate with professional advisors that have experience, commitment, and passion working with family-owned businesses. Family Business 360 is one of the program's core educational offerings and much of its success is due directly to the quality of professional advisors that deliver our programs.

Download the RFP

Download the 2018 Request for Proposals document for complete details on submitting a proposal to present during the 2018/19 season, or download a flyer with basic information. If you have questions about the process or about the Austin Family Business Program in general please contact Roger Anderson, program manager, at or by phone at 541.737.6017.

Recorded RFP Orientation Webinar 
Roger Anderson shares background on the Family Business 360 program and tips for submitting presentation proposals for the 2018/19 season. Watch online now.

RFP responses are due by Friday, July 27, 2018. Sign up to access the RFP response workflow.


Family Business 360 2017/2018 Season

The 2017/2018 season of Family Business 360 has concluded. To be notified when the 2018/19 season schedule is finalized and registration opens, please sign up for email updates.

Tigard | October 12, 2017
Don Bielen and Paris Powell - Perkins & Co
How to Build a Well Defined Succession Strategy

Portland | November 16, 2017
Jackson Lewis - Tonkon Torp LLP
Don’t Be “Wise Too Late” – An Estate Planning Guide to Business Transitions

Tigard | December 7, 2017
Paul Menig - Tech-I-M
Don’t Grow It Alone – How Advisory Boards Drive Success

Online Webinar | December 13, 2017
Steve Schein - L4S Consulting
Why Sustainability Strategy Matters to Family Companies

Portland | January 18, 2018
Justin Miller and Chad Wall - BNY Mellon Wealth Management
Secrets of Successful Families – Transferring Values with Wealth for a Lasting Legacy

Online Webinar | February 1, 2018
Dr. Randall Kinnison and Doug Alford - Genesis Mediation
Strategies for Family Business Conflict Resolution

Tigard | February 15, 2018
Charles Verdugo - KeyBank
Keys to Financial Preparedness for Family Business Successors

Springfield | March 7, 2018
Austin Family Business Program
Marketing Your Family Business - To Be or Not To Be

Portland | March 15, 2018
Justin Miller and Chad Wall - BNY Mellon Wealth Management
Successful Business Transitions: Preparing Owners for a New Financial Reality

Tigard | April 12, 2018
Jeff Cronn - Tonkon Torp LLP
Exit Stage Right: Understanding Your Family Business Exit Options

Portland | May 10, 2018
Linette Dobbins and Judith McGee - McGee Wealth Management
Passing the Torch - Navigating Financial and Emotional Dynamics of Multi-Generational Business



Listen to interviews with the expert advisors that have delivered past Family Business 360 sessions. A complete listing of available podcast episodes is available on Apple Podcasts or our podcast webpage.