The 2015/2016 season of Family Business 360 has concluded. To be notified when registration begins for the 2016/2017 season please sign up for email updates.FB360 thank you

Request for Proposals

The Austin Family Business Program seeks to collaborate with professionals that have experience, comittment, and passion working with family-owned businesses. Family Business 360 is one of our core educational offerings and much of its success is due directly to the quality of professional advisors that deliver our programs. If you are interested in joining this exceptional group of professionals to present at one of our breakfast events then you've come to the right place.

The Family Business 360 Request for Proposals outlines everything you need to know about our breakfast program; how it's formatted, attendee demographics, location and dates available, and how to respond with a proposal. You can download the complete RFP package right here. 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.

RFP responses are due by Friday, July 22, 2016. Sign up to access the RFP workflow.


Family Business 360

Family Business 360 is an innovative educational offering from the Austin Family Business Program. Business-owning families can gather to learn about timely topics affecting their business at these short programs. Each 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.

All Family Business 360 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). 

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.

2015/2016 Season

Past Events


October 13, 2015 – 7:30am to 9:00am
Hot Topics in Employment Law for Family Business
Amy Robinson - Jordan Ramis PC

Big changes are coming to the employment laws in Oregon. Is your family business ready for them?

The myriad of employment laws that may impact your family enterprise are becoming more and more specific and increasingly difficult to comply with if your knowledge is not current. There are several important changes headed to Oregon in 2016 and this session is designed to give you critical updates you need to know before the end of the year, including:

  • How the proposed changes to the overtime exemptions rules may impact your family business
  • Mandatory family leave in the family business: legal requirements and considerations
  • Compliance tips to help you stay on the right side of employment laws

Location: Kroc Community Center, 1865 Bill Frey Dr, Salem
Download the Briefing Paper for this Event
Listen to the Podcast Episode for this Event


October 15, 2015 – 7:30am to 9:00am
Choosing and Cultivating the Right Team to Transition Your Business
Don Krahmer - Schwabe, Williamson & Wyatt
Matt Bisturis - Schwabe, Williamson & Wyatt
Jay Haladay - CEO (retired), Viewpoint Construction Software

Jay Haladay will talk about the early steps he took in hiring and developing the right people to ensure ‎the ‎business was in the right hands when time came to retire. He will describe the personal and ‎professional ‎development of his sons and preparing them to contribute to the business in leadership ‎roles, and for ‎some as members working outside of the business. He will also talk about balancing ‎family and work, ‎and overcoming the challenges that come with decision-making about the business, ‎and how time is ‎allocated to certain activities inside and outside the business. Jay has officially retired ‎as CEO and ‎continues to be on the Board. He has the perspective of someone who has gone through ‎the full ‎lifecycle of a successful and growing family business‎.

Location: Bridgeport Brew Pub, 1313 NW Marshall St, Portland OR, 97209

Download the Briefing Paper for this Event
Listen to the Podcast Episode for this Event


November 12, 2015 - 7:30am to 9:00am
Cashing Out and Buying In: The Dual Financial Challenges of Family Business
Norman Duffett - Orca Capital Securities, LLC
Randy Moe - Orca Capital Securities, LLC
Elizabeth Duffett - Orca Capital Securities, LLC

Can your family business financially support a transition to the next generation?

One of the biggest challenges facing family businesses is how to secure a reasonable financial exit for the older generation while still creating a properly capitalized enterprise for the next. Communication and planning between generations is critical to clarify goals, evaluate financial options, and plan for contingencies. This session will show how proper financial structuring offers the key to managing through these dual challenges.

Download the Briefing Paper for this event
Listen to the Podcast Episode for this event

Elder Owners: Care Concerns for the Family and the Business

Robynn Pease Ph.D. - Oregon State University

Over 44 million Americans provide care to aging parents and loved ones, with 60% of them in paid employment. Many caregivers feel marginalized in the workplace, experience stress, often jeopardizing their own personal health and well-being; 65% experience higher mortality rates than non-caregivers of the same age. Caregivers who provide care to aging family members of small business are particularly vulnerable to these strains. Yet, caring for aging parents is one of life’s transformative events. This session will identify the unique challenges facing caregivers in the workplace and family businesses, signs of caregiver stress and strategies for successfully balancing elder care, work and family dynamics.  

Listen to the Podcast Episode

January 14th, 2016
The Middles: Transition Planning for the Second Generation
Dean Sandow - Farleigh Wada Witt
Donald Bielen - The Rainier Group
Matt Langer - The Langer Family LLC

How do you institute change in your family business while simultaneously respecting the legacy of the preceding generation and recognizing the challenges of the next generation?

Sandwiched between founding family owners and younger generations, the middle generations can feel tremendous pressure from both sides on practically every issue the family enterprise faces. This session will explore how middle generations can balance their business leadership roles while preserving family harmony and trust between generations.

Location: Bridgeport Brew Pub, 1313 NW Marshall St, Portland OR, 97209

Download the Briefing Paper for this event
Listen to the Podcast Episode for this event


February 10, 2016 – 7:30am to 9:00am
SBA Financing Solutions to Support Business Transition
Jennifer Fern- KeyBank

Have you figured out how to finance a business buy-out for the next generation?

One option is for the senior generation to carry a note for the sale of the business to the next generation in exchange for monthly income after retirement. This can be risky as there is no guarantee the business will be around long-term to provide that income.  There is however an option for a lump sum cash-out solution. This session will show how the SBA program can be used as a tool to finance the sale to the next generation and provide a framework for planning this type of transaction.

Location: Hayden's Grill, 8187 SW Tualatin Sherwood Rd, Tualatin

Download the Briefing Paper for this event
Listen to the Podcast Episode for this event



March 9, 2016 – 7:30am to 9:00am
Planning for the Best: Getting the Most Out of Your Professional Advisors
Josh Bratt - Morgan Stanley Global Wealth Management
Vanessa Usui - Duffy Kekel LLP

Family business advisors (attorneys, CPAs, financial advisors, etc.) are critical to creating
successful business succession and estate plans. Collaboration between advisors (or lack thereof) can directly impact your success. In this session:

  • Learn how your estate and succession goals can help you determine what kind of advisors you need on your team
  • Learn how to get your advisors working together and communicating as an efficient team, producing more effective plans, saving you time and money
  • Understand how dashboard reporting can help you monitor your progress towards your
    estate and succession goals and adjust your course when necessary

Location: Kroc Community Center, 1865 Bill Frey Dr, Salem



March 16, 2016 – 7:30am to 9:00am
“The Owner’s Kid”: Building Competency to Lead the Business
Stephen Babson - Endeavour Capital
Tim Price - Pacific Power Group
E.K. MacColl - Pendleton Woolen Mills
Christen Picot - Durham and Bates Agencies


Today, the family business is under pressure to adapt faster, innovate earlier and professionalize their operations. All this requires talent. While family business owners encourage family members to participate in the business, the business must be led and managed by those with the professional skills, expertise and commitment critical to the business itself. This session will explore strategies used by successful family businesses to honestly identify, appraise ‐ and then develop ‐ the right family talent in order to achieve business and family goals.

Location: Hayden's Grill, 8187 SW Tualatin Sherwood Rd, Tualatin


April 13, 2016 – 7:30am to 9:00am
Parent, Owner, Mentor, Spouse: Untangling Roles for Clear Conversations
Mark Wickman - Family Business Counsel


What are the various roles you play in your family business?


Chances are you wear many hats in your family business, but are you aware how the different roles you play directly affect your ability to communicate effectively with your family, shareholders, and employees? Often the roles get tangled up and cause communication breakdowns and misunderstandings within the company, which can lead to long-term business or transition issues. This session will show how to identify and understand these roles and get communication back on track.

Location: Hayden's Grill, 8187 SW Tualatin Sherwood Rd, Tualatin




May 18, 2016 – 7:30am to 9:00am
Succession and Transition Decisions for Every Stage of Your Family Business
Donald Bielen - The Rainier Group


As a family business owner, you know that succession planning never stops. But do you know what you should be worrying about right now?


In every stage of your family business ownership journey, whether just starting out or nearing retirement, there is a set of decisions and steps that can help you position yourself, your employees, and your family for an eventual, successful transition. This session will explore how to understand and navigate those stages to best realize the accumulated value of the business upon retirement.


Location: Hayden's Grill, 8187 SW Tualatin Sherwood Rd, Tualatin