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. Oregon breakfast events are $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). Seattle breakfast events are $45 per person. Webinar events run from noon to 1:00pm and are offered at no charge. Click on the links below for more information and registration.
 

Portland & Tigard

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

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

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

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

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

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

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

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

Online Webinars

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

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

Seattle

February 22, 2018 - Seattle
Rochelle Haller and Harold Snow Jr. - Garvey Schubert Barer Law
Effective and Efficient Succession Planning in an Era of Tax Uncertainty

April 26, 2018 - Seattle
Justin Miller and Chad Wall - BNY Mellon Wealth Management
Successful Business Transitions: Preparing Owners for a New Financial Reality

Eugene/Springfield

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

Bend

May 8, 2018
Mark Wickman - Family Business Counsel
Why Trust is Your Most Valuable Family Business Asset

Check back as additional Spring 2018 Family Business 360 events are added

 

Podcast

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.