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.

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 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 roger.anderson@bus.oregonstate.edu or by phone at 541.737.6017.

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

 

Family Business 360 2017/2018 Season

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

Click on the event links below for more information and registration details.
 

Past Events

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

 

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.