Wednesday, December 16, 2020 4:30 PM – 6:00 PM
NWFBA Year End MEMBERS ONLY Year End Winter Social
It’s beginning to look
a lot like cocktails…
COVID-19? BAH, HUMBUG!
Let’s put that in the rear view mirror and end the year with a fun online NWFBA social.
Take some time to network with fellow elves and enjoy a beverage all in the comfort of your own home!
We’ll be providing a mix of business-related as well as fun polling questions to stimulate discussion/interaction,
along with Zoom’s Breakout Rooms for smaller group networking and discussion.
Also share your thoughts for the near future and how you plan to intentionally enjoy the holidays.
Members ONLY – Register HERE
2021 Professional Development Series Theme – “Navigating the Next”
Wednesday, January 13, 2021
7:45 AM – 9:30 AM
Health Assistance and Fiduciary Management
This is a critically important topic for family owned businesses, and something we think all NWFBA members will benefit from learning about.
Kris has served as a Care Manager for 2 years with Fedelta, and stepped into the role of Community Sales Director in February of 2020 just as the community landscape dramatically changed with the pandemic.
Today, Kris coordinates home care assessments with the client and the Care Manager, and takes pride in her natural abilities to advocate for seniors, their families, and those who serve them.
Michael is currently a member of the Executive Committee
and Co-Chair of the CLE Committee for the Washington State Bar Association’s Elder Law section, and Past-Chair of the Elder Law Section.
Michael has been recognized for his experience in the area of guardianship and served on the Washington Supreme Court Certified Professional
Guardian Board from 2001 to 2008.
Adrienne started Forever Care Services, a Senior Housing Referral Agency, in 2016. Adrienne’s role is to reduce the overwhelming options in Senior Housing to what is the best fit for each person needing to reside in Adult Family Homes, Assisted Living or Memory Care communities.
She is dedicated to building partnerships of trust with
health care, legal, and financial professional providers to help ensure the quality of life for their patients and clients.
Family Resource has experienced, friendly caregivers and staff that have been serving the in-home care needs of adults for over 24 years throughout the Puget Sound Region.
The Fall of the House of Usher Case Study
NWFBA kicks off 2020 with a case study of succession
and estate planning discussion centering on the Usher family,
a fictitious family and their novelty business.
March 2020 – postponed
Oh Behave! Understanding the Role of Emotions
Presenter: Dr. Werner De Bondt, Visiting Professor at Seattle U.
Turnaround Management for the Family Business at Risk
Jan Herald Robinson, Revitalization Partners
Christy Tobin-Presser, Bush Kornfeld LLC
Tina Lucas, BAnner Bank, Moderator
Selling the Family Business
Gregory Kovsky,President and Designated Broker of Int’l Business Assoc.
John Martinka, Martinka Consulting
Pete McDowell, RC Advisory Services
Mark Canton, moderator, CPA partner at Hunt Jackson PLLC
NWFBA MEMBERS ONLY Fall Virtual Social
Managing a Family Business During a Public Health Crisis,
Mark Canlis, Canlis Restaurants
Past NWFBA Events:
How Family Communications about the Business
Can Impact Family Harmony
Presenters: Mary Dickinson, CPA, Bader Martin
Leslie Osborne, an Executive Coach and Advisor
Bhaj Townsend, Focus and Sustain
Rachele Bouchand, Cornerstone Advisors
March 13, 2019
Managing Adversity and Crisis in Family Business: Learning from Experience
Presenters: Marilyn Richards, Richards Consulting
Marc Berger, Nyhus Communications
May 8, 2019
Fireside Chat with Blain and Kim, children Dana and Carrie Roberts and family from Westport Winery
July 17, 2019
Clarifying Misconceptions about Family Business Boards
Presenters: Tony Christensen, Christensen, Inc.
Marry Morrow, Nelson Legacy Group
Rick Robinson, Hotstart
Joe Weinstein, Davis Wright Tremain, Moderator
Double Downing:Exploring the Risks and Opportunities of a Two-Family Family Business, Spartan Investment Group (SIG)
Presenters: Scott Lewis, CEO and co-founder
Ryan Gibson, CIO and co-founder
Lindsay Lewis, Director of Business Intelligence
Jackie Gibson, Director of Operations
November 13, 2019
Avoiding Family Philanthropy Pitfalls
Lorraine del Prado Del Prado Philanthropy Training and Consulting
Bill Zook Evergreen Planned Giving, LLC
Sarah Hopper is founder of Sound Philanthropy, LLC
Past 2018 Programs
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
Addressing Challenges of Aging Ownership in Family Businesses
Lost Legacy – Lessons Learned from the Rise and Fall of a Century-Old Family Empire in Japan, Leslie Helm, Editor Seattle Business Magazine
Bridging the Family Business Generation Gap
Panelists: Bill Criddle, Ph. D, Managerial Psychologist and Drew Steen, Partner, Davis Wright Tremaine
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
Traditional Retirement is Dead
Presenter: Lisë Stewart Stewart – Galliard International
Presenter: Marilyn Richards, Richards Consulting
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)
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.
Building Your Business Around Your Strengths
Presenter: Alan Pratt, Legacy Advisor
Fireside Chat with Family Business Owners
Presenters: Jim Spady and Jennifer Donovan, Dick’s Drive In Restaruants
2016 Professional Development Series
2015 Northwest Family Business Survey Results
Changing Models of Leadership
Presenter: Lisë Stewart Stewart – Galliard International
Presenter: Lisa Fitzhugh – Creative Ground
The Influence of Technology
Presenter: David Carpenter – Connection Model
Social Responsibility and the Family Business
Presenter: Jeff Clarke
Preserving Family Wealth–Tax Strategies for Family Business Transfers
Presenter: David Stifle – Bader Martin
2015 Professional Development Series
What is Better than a Loyal Client?
Presenter: Ron Kranz – Beyond the Benchmark
Five Golden rules of Business Develoment
Presenter: Marilyn Richards – Richards Consulting Group
What Families Seek in Advisors
Presenter: Gene Lipitz
The Science of Decision Making
Presenter: Stacy Allred – Purposful Planning Institute
Becoming Generationally Savvy
Presenter: Anna Liotta
November 4, 2015
The Untapped Power of Advisor Summits
2014 Professional Development Series
Rising from Disaster: Problem Solving for the Usher Family
Cast members from the House of Usher video case study
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
Managing Business Complexity: The Business of Family Business
Robert A. (Bob) King, Founder, COO Services
Managing Family Complexity
Molly McCullough, Board Chair, Seaport Steel and Chair of the Pleas Family Council
2013 Professional Development Series
Techniques for Successful Family Business Transitions: A Case Study
Richard Beaton, Co-founder and Senior Partner at Marigold Associates
March 2013 workshop]
Lauren Owens of Redpoint Coaching
The Role of Philanthropy in Family Business
Sarah Hopper, Sound Philanthropy, LLC
Strategies to Protect Closely Held Businesses from Divorce
Marguerite (Maggie) Smith, J.D; LLB Hons
Yokohama Yankee: My Family’s Story and How Advisors Might Have Helped
Leslie Helm, Editor, Seattle Business Magazine
40 Years Advising Families in Business: Some Lessons Learned
Bob Nuber, Chairman Emeritus of Clark Nuber
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
New Year Networking Social
April 2012 Workshop
Creating an Advisory Board
Bartell Drugs: A Case Study in Generational Planning
Michael Miller and Michael Quigley, Capital Planning Corporation Dave Barber, President of Bartell-Barber Family Council
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
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
Power and Love in Family Business
Matthew Wesley, The Wesley Group
2011 Professional Development Series
Up and Out? Succession in Family Businesses.
Holly Slay, Ph.D., Seattle University
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
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
Decision Making in Family Businesses!
Laura Schildkraut, founder of Onboarding Gen Y and a lecturer at the University of Washington
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