The 2016/2017 season of Family Business 360 has concluded. To be notified when registration begins for the 2017/2018 season please sign up for email updates.
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 2017 Request for Proposals document for complete details on submitting a proposal to present during the 2017/2018 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 firstname.lastname@example.org or by phone at 541.737.6017.
RFP responses are due by Monday, July 24, 2017. Sign up to access the RFP workflow.
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:
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.
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
Clint Bentz - Boldt, Carlisle + Smith
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
Webinar, March 8, 2017
Carol Wachter and Heather Tomsick - Deloitte Tax LLP
Taxes and Succession Planning
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
Salem, April 26, 2017
Terry Kuenzi - Kuenzi & Company LLC
Michael Braden - KeyBank Agribusiness
Grow Your Farm Financial IQ
Portland, May 18, 2017
A. Jeffery Bird - Lane Powell PC
Jean Meeks-Koch, Ph.D.
Family Business Charters: The Essential Guide to Evolve, Grow and Sustain the Operation of the Family 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 iTunes University or our podcast webpage.