What's the Game Plan?
Family and closely held businesses need structures for making
decisions, resolving differences and defining a vision for the future.
8:00 - 8:30 Registration and Networking
8:30 - 9:45 Setting the Play: Governance, who needs it?
Attorneys Elizabeth Leo and Steven Roth
10:00 - 11:15 Executing the Play: Process, How decisions are made
Ryan Adcroft, Tribal Media
Holly R. Carron, HW Roever, dba Dunkin Donuts
Pete Mailloux, Ameriglide and P M Medical Products, Ltd.
11:30 - 1:00 Getting the point, Lunch with Keynote speaker
Josh Baron, Partner, Banyan Global Family Business Advisors
Visiting Lecturer at Harvard Business School
Co-Author, Harvard Business Review: Family Business Handbook
The Genius Zone
Bonnie Artman Fox, MS, LMFT
Author of Best Selling Book
"How Did My Family Get in My Office?"
Learn a better way for teams to work together
This workshop will unpack the “6 Working Geniuses” and give you a road map for better team development.
Have you and your team take the complementary on line assessment in only 10 minutes. The Working Genius Assessment was developed by Patrick Lencioni and the Table Group. You will evaluate your findings at the workshop and learn how to best use them.
Thursday, October 6
Utilize the “6 Working Geniuses” to instantly improve how your team works together
Use the “3 Stages of Work” productivity framework to prioritize projects
Fresh ways to reduce team friction
Strategies for more efficient meetings
Covid Mandates for Work?
Friday, September 10
Zoom discussion on what mandates could mean for businesses with over 100 employees.
Once OSHA sets guidelines we will revisit this.
Kieran Casey, Partner
The Future of the Workplace
May 27, 2021
problems and solutions for the post-pandemic workplace. Discussion on the latest regulations and what you should to be thinking about. What is best for the business? What is best for the company culture? Kieran Casey, RJG Law and Michele Dempsey, DXDempsey will moderate this discussion This is an opportunity to share ideas and get input from others.
Michele Dempsey, AIA, LEED AP
Kieran Casey, Partner
April 29, 2021
Join Matt McNelis, partner, Baker Tilly in this interactive discussion. What are some last minute considerations for 2020 taxes? What are the best things to put in place for 2021?
April 21, 2021
In a climate where civil discussion is rare, and polarization has become the norm, a welcoming, safe, and inclusive environment is needed in our offices. Differences in ethnic, religious, cultural, and socio-economic backgrounds are not an obstacle to be overcome but an opportunity for learning, understanding and growth.
Diversity Circles at Penn State Scranton has an eye-opening experiential program where attendees with diverse backgrounds and experiences can come together to learn from one another how to express and receive opinions contrary to their own and become agents of inclusion and spread the message of acceptance and equality in our communities.
Learn details of program and the benefits to you and your employees
Coordinator of Multicultural Programs
Penn State Scranton
Hazel E. Reed Professor in the Department of Human Development, Professor of Gerontology in Medicine at Weill Cornell Medicine, and Senior Associate Dean for Research and Outreach in College of Human Ecology
Cornell University Connected Conversations:
Family Rifts - Impact, Understanding and Healing
Wednesday, March 10
Family estrangement is an ailment that effects many, and perhaps all families at some point. In family business, in addition to family relationships at risk, the entire business may also be susceptible. Karl Pillemer’s most recent work, Fault Lines: Fractured Families and How to Mend Them, has received considerable attention and press.Our conversation with Karl will explore successful strategies from people who have found ways to repair rifts or live peacefully with the consequences when nothing can be done – and the first to offer hope to broken families (and businesses) which need it the most.
Attract and Retain
Top Performers Takeaways
What is your organization doing to inspire your employees to stay?
What message is your company culture sending?
What is your firm doing to stay competitive in the workplace?
February 11, noon
Kimberly Wylam, SPHR President, Managing Partner Baker Tilly Vantagen
Don't Let the Next Big Crisis Jeopardize Your Family Business
Being prepared for whatever comes your way is the best way to protect what you’ve built
January 26 11 am - noon
The Team from Wilmington Trust and M&T Bank will took the lead on this discussion
Marguerite C. Weese
Administrative Vice President and
National Director, Family Legacy Strategies
Jerry Inglet, EdD
Family Legacy Advisor
Family Legacy Coordinator
The Election is Over
What Now for Business and Taxes?
Thursday, December 17
1pm - 2pm
What does this mean for long term planning? What does this mean for this year's taxes?
Joe Biden has officially won the 2020 United States presidential election. He will be the 46th president to serve in one of the most powerful offices in the world. Vice President-elect Kamala Harris will make history as the first female and Black and Asian American vice president.
Biden’s campaign centered around extensive plans to shift from
Trump’s conservative plans that favored the rich and instead focused
on rebuilding the middle class.
What does this all mean for you and your business?
The presentation and Q&A opportunity will be with Matt McNelis
Objectives for attending:
-Why be concerned about your company's transition plans?
-Are there transactions you should do this year?
-Discuss what priorities and objectives should be the current focus.
Matt McNelis, Partner
Sex Drugs and Rock 'N Roll
Family Business Lessons from Metallica
The band itself, while not blood related, is essentially a family in many ways and overall the film gives great fodder for discussion about family business dynamics and the challenges and opportunities for families.
Jeff Savlov is the founder of Blum & Savlov, LLP and consults to business families. He brings more than 30 years of unique experience in business ownership, entrepreneurial endeavors and family dynamics/psychological training, along with a common-sense style, to his consulting work with families.
Dennis T. Jaffe, PhD.
Tuesday, September 15, 2020
Borrowed From your Grandchildren, The Evolution of 100-Year Family Enterprises
Family enterprises form the majority of businesses large and small in every country in the world. At the same time, few are able to sustain themselves with the same level of wealth and success even into their second generation and sustaining shared family wealth after the third generation is nearly improbable. Dennis Jaffe's "Borrowed From Your Grandchildren" presents the findings of a multiyear project in which researchers interviewed more than 100 families around the globe to understand the evolution of family enterprises that have succeeded for 100 years or more. Dennis shared stories of long-lasting families that point to elements of families’ experiences and learnings that allowed them to survive for the long term.
Medical Marijuana in the Workplace
Legalization of medical marijuana is rolling out across the country. It’s having an enormous impact on employers. This FREE seminar will address the following topics:
Synopsis of what marijuana does to a user and how to recognize the signs of impairment
Understand Pennsylvania’s Medical Marijuana Act (Act 16)
Employer and Employee rights and obligations
Panel discussion will address clinical, legal and employment aspects of the law as it applies to the workforce.
Kieran Casey, Partner, Rosenn Jenkins and Greenwald
Kim Wylam, President, Managing Partner, Baker Tilly Vantagen
Jessy Miller, Director of Drug & Alcohol Services, Robinson Counseling Center
The Texas Hold'em
1/2 Day Program
November 7, 2019
Expert & Family Panel Discussion
Strategies to know when to hold, sell or execute other winning options for your family business!
Moderator for Panels
Bob Graham , Riggs Asset Management
Wild Cards in Evaluating a Business, experts panel
Steven Roth, RJG Law . Carmen Magistro, M&T Bank . Matt McNelis, Baker Tilly
Playing the Hand you are Dealt family business panel
Hilary Lyle, Kane is Able . Paul Lantz, A Rifkin . Todd Stephens, Stephens Pharmacy
On September 10, Michelle Dempsey, the President of DxDempsey, presented "If These Walls Could Talk." Members had the opportunity to tour Dempsey Uniform and Linen Supply and see the concept of branding brought to life.
1/2 Day Program
April 16, 2019
Parameters for Healthy Family Communication
Dr. Patricia Fox
Is Your Family Business Ready for Transition? Family Business Assessment
Atty. Steven Roth
Daniel Haggerty, Esq
Dr. Generald Donnellan
Dr. Generald Donnellan