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NEWS + EVENTS

Mark your calendars for the 2019 Illuminating the Complexities of Family Businesses” Professional Development Series…

How Family Communications about the
Business Can Impact Family Harmon
y

Our panel of experts will discuss an array of issues and solutions such as:

  • Characteristics of harmonious family relationships
  • Focus areas to enhance family harmony
  • Respecting the past without being “stuck” in it
  • How members of younger generations can earn their “voice”
  • Factors that can impair communication and how to address them
  • How to integrate the family and business domains to maximize their power
  • Overcoming semantic barriers to communication
Moderator:
 

  Mary Dickinson, CPA, Bader Martin
  advisor to professional practices and family
  and closely held businesses
 
 
 
 

Panelists include:
 Leslie Osborne, an Executive Coach and Advisor to executives in small, mid and   large businesses across the Pacific Northwest. Leslie has exceptionally broad corporate   business experience, including roles in four Fortune 500 companies: Microsoft,   Amazon,  Gannett and Rand McNally. She earned an MS in Organization Development   from Pepperdine.
 
 
 
 

 Bhaj Townsend, a leading authority in legacy planning for families. Bhaj has     dedicated her professional life to understanding and guiding families how to stay         connected (particularly when money is involved). She has published two books – Build a   Lasting Legacy: What it Takes to Connect Your Family for Generations and 
 Making It Easier For My Loved Ones – and developed three coaching programs. 
 
 
 
 
  Rachele Bouchand, Managing Director and Client Manager at Cornerstone    Advisors.   Rachele has more than twenty years of experience in the financial industry    helping high net worth individuals and families achieve their financial goals. Over the        course of her career, Rachele has developed special expertise in family education and        communication empowering clients to make thoughtful decisions, and assisting with challenging and difficult family issues.
 

Event Schedule:

7:00 AM – 8:30 AM Networking
7:30 AM – 8:30 AM Program
8:30 AM – 8:45 AM Q &A
8:45 AM    Program Ends

Members REGISTER HERE
Non-member REGISTER HERE

 

Past 2018 Programs
January 2018    
Impacts of  the New Tax Code on Family Businesses
Presenters: Rob Keasal – Tax Director, Peterson Sullivan
                      Chad Blevins – President, Blevins Financial
                      Lewis Horowitz – Shareholder and Taxation Team Chair, Lane Powell

March 2018
Addressing Challenges of Aging Ownership in Family Businesses

May 2018
Lost Legacy – Lessons Learned from the  Rise and Fall of a Century-Old Family Empire in Japan, Leslie Helm, Editor Seattle Business Magazine

July 2018 
Bridging the Family Business Generation Gap
Panelists: Bill Criddle, Ph. D, Managerial Psychologist and Drew Steen, Partner, Davis Wright Tremaine

September 2018       
NWFBA Goes Crowdsourced to Improve Family Business Workshop
Leaders: Arnie Hendricks,  Financial Management Resources and Mark Mitchell, Creekside Consulting

November 14, 2018 
The Pacific Family Business Institute in conjunction with our partnering sponsors, is pleased to present the results of the recently published Northwest Family Business Survey.  

Past 2017 Programs
January 2017
Traditional Retirement is Dead
Presenter: Lisë Stewart Stewart – Galliard International

March 2017
Business Coaching
Presenter: Marilyn Richards, Richards Consulting

May 2017
Panel discussion on “Raising Kids in a Family Business”
Panelist’s: Bahj Townsend (Focus and Sustain), Ron Dohr (Pacific Family Business Institute), and Heather Tuininga (10|10 Strategies)

July 2017
Fireside Family Stories – Part 1
Discussions  with multi-generational family business owners who have experienced some form of transition or are in the midst of a transition.

September 2017
Building Your Business Around Your Strengths
Presenter: Alan Pratt, Legacy Advisor

November 2017
Fireside Chat with Family Business Owners
Presenters: Jim Spady and Jennifer Donovan, Dick’s Drive In Restaruants

2016 Professional Development Series

January 2016
2015 Northwest Family Business Survey Results

March  2016
Changing Models of Leadership  
Presenter: Lisë Stewart Stewart – Galliard International

May 2016
Effective Teamwork
Presenter: Lisa Fitzhugh – Creative Ground

July 2016
The Influence of Technology
Presenter: David Carpenter – Connection Model

September  2016
Social Responsibility and the Family Business
Presenter: Jeff Clarke

November 2016
Preserving Family Wealth–Tax Strategies for Family Business Transfers
Presenter: David Stifle – Bader Martin

2015 Professional Development Series

January 2015
What is Better than a Loyal Client?
Presenter: Ron Kranz – Beyond the Benchmark

March  2015
Five Golden rules of Business Develoment
Presenter: Marilyn Richards – Richards Consulting Group

May  2015 
What Families Seek in Advisors
Presenter: Gene Lipitz

July 2015
The Science of Decision Making
Presenter: Stacy Allred – Purposful Planning Institute

September 2015
Becoming Generationally Savvy
Presenter: Anna Liotta

November 4, 2015
The Untapped Power of Advisor Summits

2014 Professional Development Series
January 2014
Rising from Disaster: Problem Solving for the Usher Family
Cast members from the House of Usher video case study

March 2014 
What Does Success Look Like?
Dori Brewer, Principal, Perkins Coie

July May 2014 
Expanding the Mindset of Family Leaders
Sonya M. Stoklosa, MS, PCC, President/Founder of Executive Athlete

July 2014
Managing Business Complexity: The Business of Family Business
Robert A. (Bob) King, Founder, COO Services  

September 2014
Managing Family Complexity
Molly McCullough, Board Chair, Seaport Steel and Chair of the Pleas Family Council  

2013 Professional Development Series
January 2013 
Techniques for Successful Family Business Transitions: A Case Study
Richard Beaton, Co-founder and Senior Partner at Marigold Associates

March 2013 workshop] 
Difficult Conversations
Lauren Owens of Redpoint Coaching

March 2013
The Role of Philanthropy in Family Business
Sarah Hopper, Sound Philanthropy, LLC

May 2013 
Strategies to Protect Closely Held Businesses from Divorce
Marguerite (Maggie) Smith, J.D; LLB Hons

July 2013
Yokohama Yankee: My Family’s Story and How Advisors Might Have Helped
Leslie Helm, Editor, Seattle Business Magazine

September 2013
40 Years Advising Families in Business: Some Lessons Learned
Bob Nuber, Chairman Emeritus of Clark Nuber

November 2013 
The Fall of the House of Usher IV: Lessons in Estate and Succession Planning
David Stiefel, Principal at Bader Martin, PS

2012 Professional Development Series
January 2012
New Year Networking Social

April 2012  Workshop
Creating an Advisory Board

May 2012
Bartell Drugs: A Case Study in Generational Planning
Michael Miller and Michael Quigley,  Capital Planning Corporation Dave Barber,  President of Bartell-Barber Family Council

July 2012
Tackling the Elephants in the Room:  How to Encourage Your Family Business Clients to Have Those Difficult Discussions
Lauren Owens, MBA, Principal with Redpoint Consulting

September 2012
 A Cultural Conversation: Reaching and Serving Asian Family Businesses
Cheryll Leo-Gwin, World Trade and Exchanges, Inc. and the Washington State Arts Commission Valerie Antoinette Berset-Price, Professional Passport Vivien Chang, Chang Law Group PC

November 2012
Power and Love in Family Business
Matthew Wesley, The Wesley Group

2011 Professional Development Series
March 2011
Up and Out? Succession in Family Businesses.
Holly Slay, Ph.D., Seattle University  

May 2011
Decision-Making in Family Businesses! And how the advisor can and should help
David Wittenberg, Verax Point Consulting Urs Koenig, Redpoint Succession and Leadership Consulting Jeanette Nyden, J.Nyden Law and Mediation PS

July 2011
Anatomy of a Small Business Sale: Management of the Many Twists, Turns and Surprises
Jim Carney, CFP, Bernstein Global Wealth Management Salim Dada, Concord Ventures

September 2011
Decision Making in Family Businesses!
Laura Schildkraut, founder of Onboarding Gen Y and a lecturer at the University of Washington

November 2011
Challenges of the Next Gen of Owners!  And how the advisor can and should help
Moderator: Mark Green Panelists: Jessica McIntosh, Atlas Supply Company David Engelstein, Classic Accessories