Family Business 360 - 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 RFP

Download the 2019 Request for Proposals document for complete details on submitting a proposal to present during the 2019/20 season, or download a document listing the questions required for each proposal. 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 Orientation Webinar | Watch the recording
Roger Anderson shares background on the Family Business 360 program and tips for submitting presentation proposals for the 2019/20 season. You can watch the recorded webinar online.

RFP responses are due by Friday, July 19, 2019. Sign up to access the RFP response workflow.


Family Business 360 Events

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 move forward on succession, communication, and renewing their family enterprise

Past Events

Portland | October 11, 2018
Don Bielen and Paris Powell - Perkins & Co
Business Transition Planning: Balancing Business, Family and Personal Requirements

Portland | November 8, 2018
Brad Parrott - VergePointe LLC
More Than Family: When and How to Hire Non-Family Leaders

Online Webinar | December 12, 2018
Jim Grew - The Grew Company
Who Will Lead: Filling Leadership Gaps in Your Family Business

Portland | February 14, 2019
Marsia Gunter and Karen Carnahan - Carnahan, Smith and Gunter
Family Momentum: Readying Future Family Business Leaders

Portland | March 14, 2019
Jeffrey Cronn - Tonkon Torp LLP
Inviting Outsiders In: Exploring the Value of Non-Family Board Members

Salem | March 20, 2019
Mark Wickman - Family Business Counsel
How Trust Can Be Your Most Valuable Family Business Asset

Portland | April 11, 2019
Justin Denton - Tonkon Torp LLP
Life Happens: Anticipating the Unknown in Shareholder Agreements

Portland | May 16, 2019
Culture as Competitive Advantage in Your Family Business
Stephen Babson - Endeavour Capital
Christopher McKillop - Rogers Machinery Company
Christen Picot - Durham and Bates Agencies
Donny Springer - Columbia Financial Advisors, Inc.


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.