December 9

 Live a Legacy ... or Lose It

December 9

 Live a Legacy ... or Lose It:  Using technology to preserve, perpetuate and share non-financial assets in meaningful ways

      Wondering what to do with that box of old family photographs and documents sitting in  the corner?  Here is an opportunity for you to do something extraordinary with those accumulated memories.

     Increasingly, families and companies want to preserve and perpetuate more than just their financial assets for future generations; they want to leave behind a legacy of memories, values, stories, lessons, aspirations, and much more.  Successful family businesses are finding new ways to develop their “legacy story” as a way to bring the family together in new and meaningful ways, but also as a means of enhancing customer and employee loyalty and buy-in.   Vaughan Scott will discuss how leveraging new technology can promote and perpetuate your family’s history and values, and help to avoid risks of loss while allowing family members input and access.  Live online resources will be presented and discussed, as well as limitations and opportunities.

     Dan Rechter from the Rogers Group will talk about the legacy planning experience behind the book From the Ground Up, which chronicles the legacy of Ralph Rogers, their industrious founder. He will also talk about the development and importance of his family's website in developing coherence and participation behind their legacy story.

Takeaways

1.     Suggestions on how a family legacy story can be developed or
        used to enhance your overall marketing strategy (cause marketing) and win customer loyalty.

     2. A better understanding of how technology can be used to bring the generations together and create family unity:

          a) by giving older generations a vehicle to tell their legacy story and leave something of value behind
          b) as a way to engage younger participants who can assist with the technology and in the process become an active
              participant in the development of the family's legacy story
          c) by allowing families to overcome geographic barriers and communicate with one another about their values and
              their legacy.

     3. Specific ideas on how a legacy project can help to shape and further define corporate values, which can transform
         corporate culture in positive ways.

11:30 AM - 1:30 PM - Kosair Charities, 982 Eastern Pkwy
Lunch will be provided
$59 for non-members, free for members

 January 15 - 11:30 am to 2pm
Your Family, Inc.: The Challenges of Working
with those You Love 

Your Family, Inc.: The Challenges of Working with those You Love 
Ellen Frankenberg, Ph.D.  with Mark Oppenheimer, J.D.

     During a tough economy, family businesses have an edge –especially because those who run the company are motivated in unique ways by those they love.
     This workshop will offer practical tips for capitalizing on family commitment to an enterprise.  When family members share a common heritage and a common dream for the future, they can make decisions more quickly, work longer and harder to overcome obstacles, and celebrate their victories together.
     During the past 10-15 years, best practices for successful family firms have become more clear.  We will discuss significant insights that may answer questions such as:

Which decisions belong within the circle of the family, which belong to ownership, and which belong to business management?
What kind for leadership will be required to take our company to the next level?  How will we prepare the next generation to meet the challenges of a rapidly changing marketplace?
What skills do we need to learn so we can communicate across generations and build strong teams, especially among siblings and cousins?  How can we manage conflict effectively?  Build consensus?
How do we develop a Family Strategic Plan that will complement our business plan, so family members can participate in the growth of the business most effectively?
Which legal requirements will best protect our business so it can continue to prosper over many generations?
What plans are in place to minimize transfer tax?

 Click for more information on Presenters: Ellen Frankenberg, Ph.D. and Mark Oppenheimer, J.D.

FBC members may take advantage of a free 20 minute individual follow-up consultation with presenters to discuss specific issues that they might not feel comfortable bringing up in a large group session.

$75 for non-members - FREE to FBC Members!

 COMING SOON!

 Family Business Center WORKSHOPS

Topics include:
Using Financial Analysis to Gain Insight into Your Family Firm's Performance
Finance for the Non-Financial Family Business Manager
Economic Forecast Summit: What the Future Holds for Family Firms
Great Family Businesses: Lessons Learned By Centennial Family Companies
Fraud in the Family Business
Building Customer Loyalty: Cause Marketing Strategies for Family Businesses
Family Business Valuation 

CHECK BACK SOON FOR MORE INFO!