Family Business 360

Family Business 360 is an innovative educational program designed to provide business-owning families practical information on timely topics affecting their business and family. Each breakfast session will cover a current family business issue delivered by a professional advisor accompanied by a family business client who will share their experience on the topic.  The sessions are only open to family business owners, family members, managers, and other key personnel.

Family Business 360 breakfast events are:

  • A great place to learn from top-quality professionals and family business owners about issues of critical importance to the family business community
  • Excellent opportunities to meet other family business owners and family members who share similar experiences
  • Effective conversation starters for families who need to start working on succession, communication, and renewing their family enterprise

All Family Business 360 breakfast events run from 7:30am to 9:00am. Cost is $40.00 per person, with a 25% discount available for three or more registrations (call 800-859-7609 if you'd like to take advantage of the discount). Webinar events run from noon to 1:00pm and are offered at no charge. Click on the links below for more information and registration.

Online Webinar, October 6, 2016
Ashley Horner - Summit Bank
Funding a Transition with SBA Lending

Tualatin, October 13, 2016
Don Bielen and Paris Powell - Perkins & Co.
Ownership, Business and Family Continuity: How Family Governance Builds a Stronger Business and Strengthens Personal Relationships

Portland, November 10, 2016
Don Krahmer and Matt Bisturis - Schwabe, Williamson & Wyatt
Beyond the Start-Up: Taking Your Family Business to the Next Level

Salem, November 15, 2016
Tax Issues for Family Businesses

Tualatin, December 13, 2016
Carol Wachter and Eric Johnson, Deloitte Tax LLP
Family Offices 101: An Introduction and Best Practices

Tualatin, February 16, 2017
Mark Wickman - Family Business Counsel
Avoiding the Ditch: Keeping Your Family Business Communication On Track

Portland, March 16, 2017
Francis Brown - KeyBank
Building Family Business Value from the Inside Out

Tualatin, April 11, 2017
Steve Bennett - Farleigh Wada Witt
Do Your Kids Want the Business: Planning for YES or NO

Portland, May 18, 2017
A. Jeffrey Bird - Lane Powell PC
Family Business Charters: The Essential Guide to Evolve, Grow and Sustain the Operation of the Family Business

Check back soon for additional listings

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 iTunes University or our podcast webpage here.