Thursday, March 08, 2012

Work / Life Balance - Where are the Boundaries

When families work together, live together, socialize together boundaries can get blurred.  Boundary confusion can be unusually high in a family generally and then add the business on!   This can lead to hurt feelings, disgruntled work place, not to mention disgruntle Sunday dinner. 

Join us for this breakfast forum in which we will discuss how to keep family business missions clear and possibly a way to draw the line between work and life.  Our presenter Alan Andrews is a highly sought after industrial consultant who has provided executive coaching, mentoring, and guidance to hundreds of leaders throughout the Unites States and Europe.  Mr. Andrews founded Shared-Visions.Org as a service to meet the needs of ermerging leaders who wanted to hone their leadership skills.  Using a mixture of insight, humor, psychoanalytic theory and real world experience, Alan has helped illustrate the path to effective team building for his many clients.

Location: TBD
7:30 AM - 9:30 AM
Members are Prepaid
Non-Members $65.00/person; Family Discounts available
To Register Contact Donna at dherlihy@nyfbc.org or call 315 579-2871

Thursday, April 19, 2012

Communication and Managing Conflict in a Family Business

This interactive workshop helps individuals understand their own conflict styles and the preferences of those around them, and how their styles change depending on their conflict partner.

Come away with:

• strategies for understanding and managing conflict,
• how to approac:h issues with different individuals effectively. 
• Develop useful communication tools and new techniques for building better, more effective working relationships, with family and non-family members.

Communication and conflict resolution are always hot topics in a family business.  Conflict is good, and conflict is healthy if managed effectively!  We all manage conflict differently – some get geared up for the fight, and some get physically sick at the thought of any type of rift, while others want everyone to be friends. Understanding how each of us manages conflict, in different situations, with different people is the first step to handling conflict successfully. Effective conflict management builds trust within the family and employees, increasing creative problem solving and productivity.

Deb Houden, Ph.D., Director of Wisconsin School of Business Family Business Center and helps family businesses by providing resources, tools and knowledge that are needed to navigate their specific issues. 

Deb earned her bachelor, masters, and doctorate degrees from the University of Wisconsin, specializing in communication, conflict resolution, and perceptions of fairness.  Her specialization led to family business consulting with Dean Fowler Associates.  She is an active member in the Association for Conflict Resolution.

Location: TBD
7:30 AM - 10:30 AM
Members are Prepaid
Non-Members $65.00/person Family Discounts Available
To Register Contact Donna at dherlihy@nyfbc.org or call 315 579-2871

Thursday, April 19, 2012

Family Business Women

Deb Houden will facilitate a discussion for any women involved in the family business. This luncheon will be for the sole purpose of engaging, supporting, and empowering women in the family business.

Location: TBD
11:30 AM - 1:30 PM Family Business Luncheon
Members are Prepaid
To Register Contact Donna at dherlihy@nyfbc.org or call 315 579-2871

Thursday, May 10, 2012

Leadership Development & Transition

Join us for a special event with Justin Hummel and his family as they share their transition preparation story.   The Leading Element will also join us with some practical tips for transition preparation.

Location:  Hummel's Office Plus
25 Canal Street, Mohawk, NY  13407
10:30 AM 0 12:00
Lunch 12:00

Members Prepaid; Non Members $65.00/person (discounts available)
To Register contact Donna at dherlihy@nyfbc.org or (315) 579-2871

Thursday, October 11, 2012

Whitman School of Management Hosts

Family Business Breakfast Forum
Time:  7:45 AM - 9:30 AM
Location:  Milton Room
               Whitman School of Management

Monday, November 12, 2012

Family Business Education Day Summit

3rd Annual Family-Owned Business Education Day Summit
From Generation to Generation.   Save the date for this educational summit to explore the complex dynamic of managing a family business.

Thursday, February 09, 2012

Transitions of a Family Business: Parent to Sibling to Cousin.

presented by Drew Mendoza, The Family Business Consulting Group
The transition of a family firm to siblings and ultimately to cousins are two very different stages. Sibling ownership and management teams face an entirely different set of challenges in setting strategy and governing themselves than the hurdles that will face their children, nieces and nephews.

• The common qualities we see time and againin successful multi-generational enterprising familits
• The requisite skills for a family shareholder, regardless of whether a family shareholder works in the business,
• The critical factors needed to make it to and through the sibling stage of an enterprise,
• The transition issues you can expect as you plan for and execute a transition to cousins.

7:30 AM - 10:30 AM
Syracuse Technology Garden
235 Harrison Street
Syracuse, NY  13202

Members are Prepaid
Non-Members $65.00/person; Family Discounts may be available
To Register Contact Donna at dherlihy@nyfbc.org or call 315 579-2871

Thursday, February 09, 2012

Advisor Luncheon

A trusted advisor for a family business understands the importance of managing the difficult but normal tensions that occur between family and businesses.

This luncheon is a chance for family business professionals to join Drew as he shares insights from his 25 years of family business experience.

• Why are family business's typically so reticent to change advisors and what can I be doing to help motivate that change so they'll take a chance with my firm?
• What are some of the more common mistakes /errors in judgment you see made by advisors wanting to concentrate their books on the family firm sector?
• Are the steps recommended for qualifying a family firm prospect different?
• Once I've closed the family business prospect, who else in the system should I be focusing my relationship building activities?

11:30 AM - 1:00 PM
Syracuse Technology Garden
235, Harrison Street
Syracuse, NY  13202

Friday, January 20, 2012

Next Generation Kick Off

This half day event will join together the next generation of Upstate New York's Family Businesses as they talk about leadership, transition and culture.   We will kick off 2012 at The Hope Lake Lodge at Greek Peak.  This is a member only group.  For more information and to join this group contact Donna at dherlihy@nyfbc.org or (315)579-2871

8:30 AM - 1:00 PM
The Hope Lake Lodge at Greek Peak
2000 NYS Route 392
Cortland, NY 

Wednesday, November 16, 2011

Navigating Awkward Conversations - The Leading Element

Are elephants crowding the rooms of your organization?  Stop avoiding those awkward conversations. The Leading Element understands that family businesses can be very rewarding, but often present a number of communication challenges.

How many conversations about your business have not gone the way you wanted them to? Or, worse, never happen because "it" is simply too awkward for anybody to bring up?  The Leading Element will facilitate a discussion about awkward conversations that will help you start to lead some of those elephants to the door

SPONSORED BY:  SYRACUSE GLASS COMPANY

Location:  Justin's Tuscan Grill, 6400 Yorktown Circle, East Syracuse, NY  13057
7:45 AM Registration
8:00 am - 9:30 am - Family Business Breakfast Forum

Members are Prepaid
Non-Members are $45.00, additional members from the same family 30/person
To register contact Donna; dherlihy@nyfbc.org or (315) 579-2871

Thursday, October 20, 2011

The Facts about Fraud: Protecting your Family Business

Monthly CEO Discussion Group -  8:00 AM - 9:30 AM
Fraud is a very real and growing problem in American business.  Private companies suffer the largest damages when fraud schemes occur.  Asset misappropriation schemes such as billing, payroll and skimming making up 86% of the frauds affecting private industry, with a median loss of $231,000 per incident.  Smaller organizations are also susceptible, and are disproportionately victimized by occupational fraud because they lack effective anti-fraud controls.  Find out how your Family Business can be proactive in assessing risk, developing policy, and implementing anti-fraud controls.

Presentation by:  Bowers CPA's & Company
LOCATION:  Syracuse Glass, One General Motors Circle, Syracuse, NY  13202
CEO Discussion Groups are a member only benefit for family business owners and key employee management.  Please RSVP by emailing DHerlihy@NYFBC.org

Wednesday, September 21, 2011

What Policy Making Can Do For Your Family and Your Business

Policies themselves help families solve current and future problems.  Join us for the "What Happens if" questions and ways to be proactive about these questions.  David Ransburg Jr. MBA, MA presents:  What Policy Making Can Do For Your Family and Your Business

David has a rare combination of expertise in both business and psychology. With over a dozen years of business experience in a variety of industries, David is a senior advisor who possesses strong relationship skills and broad-based experience in human capital, sales and marketing, strategy, and project management. He has exceptional attention to detail and is adept at strategic as well as financial analysis of business opportunities. Additionally, David has been formally trained in interpersonal relationships and systems theory to motivate individuals, resolve intra-organizational conflict, and build an effective team-oriented organization.

Location:

Tuesday, August 16, 2011

Futures Unlimited Golf Tournament

New York Family Business Center and Junior Achievement team up for this years Futures Unlimited Golf Tournament at Pompey Club.

Join us for a great day of golf and the famous steak bake dinner at the Pompey Club.  More information to follow!

$160.00/golfer
$600 for a foursome
$75 for dinner only

Download this flyer to register for golf or sponsorships.

Monday, June 27, 2011

Annual Family Business Education Day

Join us for an educational day for family-owned businesses.  We will have workshops designed for ages 10 and up covering topics to create a fruitful family tree for generations to come.

Keynote Presentation by James Houghton, Market Street Trust Company. James is a sixth generation family member and chairman of Martket Street Trust Company, a multi-family office and wealth management firm that has grown from the accounting office started by his great-grandfather in 1909 to serve the financial interest of the founding family of Corning Glass Works. Amory Houghton Sr. Founded Corning Flint Glass works in 1851. Corning Glass was a privately held family business till 1940.

Breakout sessions are designed to give practical guidance to all ages. 

Ages 10 - 19  will be exploring how even the youngest generation can contribute to the family business.  They will also partake in Junior Achievements, "It's My Business program. 

Ages 20 and Up will work with Stephanie Brun de Pontet to form some action plans that each generation can participate in to prepare for transitioning the family business.  She will talk about leadership development, stewardship, educating each generation and how to make strategic commitments to plan for succession.

Download printable brochure

Reservations Required.
Members:
$95/person
Ages 19 and Under $50/person

Non Members
$175/person, additional family members $125/person
Ages 19 and under $50/person
Please Register here 

Time: 8:30 am - 5:00

Presenting Sponsor
The Allyn Family Office

Blossoming Sponsor
Empower FCU

Stronger Roots Sponsor
 Pathfinder Bank

Marketing Collaborators
Junior Achievement
TDO CNY

Monday, June 06, 2011

Family Matters: Preserving the Family Business

This is a unique presentation, in an exciting format, that will help you learn and apply critically important information to protect your business, preserve your legacy, and insure a healthy transition to the next generation.  We will have a panel of family business professionals for three hours for your family business questions and concerns.  Not to mention a room full of family business owners. 

Panel:

Jeffrey Eades, Key Bank
Thomas Donahue, Donahue Financial Management Group
Robert Cherry, Dermody Burke & Brown

Reservations are required:  Members are free, Non-Members $95/person, space is limited.  Lunch is included.

Register today

Time: 
 9:00 -   9:30am  Arrival & Registration
 9:30 - 12:30pm  Family Matters Interactive Presentation
12:30 -  1:30pm  Lunch & Conversation

Thursday, May 12, 2011

Family Business Company Valuations

There could be any number of reasons why a family business might wish to undertake a valuation: estate planning, buy-sell agreement planning, divorce proceedings, etc.  Join us for a look at how this can be completed and ask the questions that concern you to a family business CPA.

Bowers & Company, CPA's PLLC will present on this integral part of your family business.

Reservations are required:  Members are free; Non-Members are $45.00/person  $80.00 for two or more from the same family business.  To register call or email Donna at (315) 579-2871 or dherlihy@nyfbc.org 

Time: 8:00am - 9:30am

Thursday, May 05, 2011

Estate & Succession Planning Tax Relief: The Golden Window of Opportunity in the Next 20 Months

Many family business owners are open to some level of gift giving but are not ready to relinquish control.  Discuss this option and others with our family business panel of professionals.  The next 20 months could be important to your business.

Reservations Required: Members are free, Non Members; $45.00/person  To Register contact Donna: Email DHerlihy@nyfbc.org or call (315) 579-2871

Time: 8:00 AM

Tuesday, April 26, 2011

Next Generation Roundtable

To participate in this roundtable you must be a member of the Family Business Center.  You must also currently occupy a managerial role with substantial responsibility in the family or in the business, and be likely to assume a top leadership role in the future.  Participants meet once per month at predetermined times and locations.

By providing you with a powerful network of learning and support, this roundtable program can help participants define, develop and practice their own leadership style and skills, increase their effectiveness as responsible next generation family business leaders. 

Time:  8:00 AM

Thursday, April 21, 2011

CEO Generation Roundtable

To participate in this roundtable you must be a member of the NYFBC.  You must also currently occupy the managerial role and responsibility in the family business.  Participants meet once per month at predetermined times and locations.

Topics are selected by the group and can include such examples as leadership development of your successor, mentoring, strategic planning, exit planning, governing, and philanthropy. 

These on-going, informal gatherings bring peers together to address common problems and sometimes-uncommon solutions.

Time: 8:00 AM

Tuesday, March 29, 2011

Family Matters Part 2: Preserving the family owned business

join us Tuesday next week for Part 2 of Family Matters.  This unique presentation gives a chance for family business owners to discuss succession, leadership and estate issues with 5 highly regarded professionals in the legal, accounting, leadership, banking and financial world.   Not to mention the best resource of all - each other.  What better opinions, advice and shoulders are out there but the ones experiencing the same family dynamics as you.  Please register by email DHerlihy@nyfbc.org 

Time:  8:00 AM

Tuesday, March 08, 2011

Family Matters: preserving the family-owned business

This is a unique 90 minute presentation, in an exciting format, that will help you learn and apply critically important information to protect your business, preserve your legacy, and insure a healthy transition to the next generation.

Time:

• 8:00 am Arrival & Conversation
• 8:15 - 9:30 AM Program

Location:
Mohawk EDGE
584 Phoenix Drive
Rome, NY

Reservation Required: Members are free; Non-Members: $45.00/participant
Please make checks payable to New York Family Business Center

Tuesday, March 01, 2011

Family Matters: preserving the family-owned business

This is a unique 90 minute presentation, in an exciting format, that will help you learn and apply critically important information to protect your business, preserve your legacy, and insure a healthy transition to the next generation.

Time:

• 7:30 am Arrival & Conversation
• 8:00 - 9:30 AM Program

Location:
Centerstate CEO Chamber
572 South Salina Street
Syracuse, NY 13202

Reservation Required: Members are free; Non-Members: $45.00/participant
Please make checks payable to New York Family Business Center