Past Events
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Banking security issues continue to pose significant challenges in the digital age. With the widespread adoption of online and mobile banking, threats such as phishing scams, identity theft, malware attacks, and data breaches have become more prevalent. Join us for M&T Bank's best banking practices.
The team included Jamie Johns – FBA Board Member and Senior Commercial Relationship Manager.
Leigh Balcom – Financial Crimes Manager.
Crystal Miller - Commercial Payment Sales Consultant.
Nicole Welkey – Senior Branch Manager.
Crystal Miller
M&T Bank
Leigh Balcom
M&T Bank
Jamie Johns
M&T Bank
Excelling through Unexpected Crisis
Wednesday, March 20, 2024
This panel presentation allowed you to hear from 4 businesses that have come through many challenges in their family business. Whether the business is 30 years old or 130 years these CEOs have stories to tell!
Takeaways:
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Tools to rely on at the height of a crisis.
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How to deal with tensions among coworking family.
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Learn about the opportunities challenges can provide.

Chuck Cohen
Managing Partner
Benco Director
Panel Moderator

Julie Charlestein
President
Premier Dental Products Co.
Author

Darcy Buck
President
A. Rifkin Co.

Todd Stephen's
Chief Executive Officer
Stephen's Pharmacy

Dr. Patricia Fox
Moderator
Tuesday, May 16
Penn State Scranton
Sherbine Lounge
Lunch included
11:00am – 1:00pm
May 16, 2023
The Transformational Power of Women in Business
We recognized women’s tremendous power to move families and businesses forward for a successful future.
- Connecting with other women in business for meaningful conversations and to share insights.
- Learning how inspiring women seek to better position their valuable experience and leadership skills.
- Growing your individual voice by understanding the value you bring to the table.
Learn more about each of the speakers here.





When: Tuesday, April 25
Time: 5 pm – 8 pm
Where: The Banks, A Waterfront Venue in Pittston
Tuesday, April 25
Still Family After All These Years
Family and closely held businesses have learned to transform over the years. In order to grow and thrive for generations, a family relies on entrepreneurship. Come to hear the stories of Benco Dental, Dempsey Uniform and Linen, and Kane is Able, now ID-Logistics. These businesses have each evolved to meet the times and create the best dynamic for everyone involved. You will hear from the following panel and learn from their stories.
Panel participants:
Chuck Cohen, Kristin Dempsey, and Dick Kane;
moderated by Bill Corcoran, Jr.

What's the Game Plan?
Family and closely held businesses need structures for making decisions, resolving differences and defining a vision for the future.
Schedule:
- 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
Learn a better way for teams to work together
This workshop unpacked the “6 Working Geniuses” and gave 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, 2022
Takeaways:
- 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.
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Bonnie Artman Fox, MS, LMFT
Author of Best Selling Book
"How Did My Family Get in My Office?"
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
RJG Law
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
DXDempsey

Kieran Casey, Partner
RJG Law

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

Dharti Ray
Coordinator of Multicultural Programs
Penn State Scranton

Karl Pillemer
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
Webinar
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

Libby Turner
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
Baker Tilly


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.

WEBINAR HIGHLIGHT
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.

PROGRAM HIGHLIGHT
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:
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Synopsis of what marijuana does to a user and how to recognize the signs of impairment
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Understand Pennsylvania’s Medical Marijuana Act (Act 16)
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Employer and Employee rights and obligations
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Panel discussion will address clinical, legal and employment aspects of the law as it applies to the workforce.
Featured Speakers:
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Kieran Casey, Partner, Rosenn Jenkins and Greenwald
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Kim Wylam, President, Managing Partner, Baker Tilly Vantagen
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Jessy Miller, Director of Drug & Alcohol Services, Robinson Counseling Center


Speaker Highlight
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
Speaker Highlight
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
Gary Plaster
Erich Bergen
Panel Discussion
Atty. Steven Roth
Bill Corcoran
Daniel Haggerty, Esq
Dr. Generald Donnellan
Keynote Speaker
Dr. Generald Donnellan