The O.Berk Company Family Business Forum
The O.Berk Company Family Business Forum was established by the Rothman Institute of Entrepreneurship in 1992 to support family businesses. The Forum is designed to provide family businesses in the metropolitan area with a unique opportunity to learn from leading experts about proven strategies for successfully owning and operating a family business through outcome oriented educational programs and seminars.
The Forum also provides members with the opportunity to exchange ideas and share experiences. Programs are designed to foster interaction and participation by addressing issues of specific concern. The members-only environment fosters long-term relationships based on mutual trust and understanding and an ongoing dialogue about family and business issues.
O.Berk Company Family Business Forum —2014 Schedule
Thursday, May 29, 2014 • 8:30-10:30 a.m.
Speaker: Len Green, CPA, MBA, Founder and Chairman, The Green Group
This session will be in the form of an interactive family business case study where attendees at the FDU Family Forum will role play the characters and be asked to make executive decisions. This 'live' case study will illustrate the complex succession dynamics within family firms. Prizes will be awarded for the “best solutions” at the conclusion of the session. Facilitated by renowned family business expert Len Green, it will focus on current challenges facing family businesses, and provide members and attendees tools and best practices on how to best handle a range of situations that affect all members involved in family enterprises.
To register, e-mail Gabrielle Zuccaro at firstname.lastname@example.org or call 973-443-8842.
Sponsor Insights: Navigating the Turbulence of Succession
September 25, 2014 • 8:30-11:00 a.m.
Presenter: Alan Sobel, Sobel & Co.
Generational transition in a family firm can be a stressful time. If managed incorrectly, it can cause damage both to the business and to family relationships. The right ownership structure and strategy can prevent this. In this session, a panel of successful family businesses will share how they effectively weathered succession, and members of our Legal and Accounting sponsor organizations will be on hand to moderate and share insights as to how to set a transition plan in place that will protect the interests of both the business, and the family, for generations to come.
Emotional Intelligence and Resolving Conflict
Thursday, October 30, 2014 • 8:30-10:30 a.m.
Speaker: Jane Sullivan, Ph.D., Psychologist, Consultant to family-owned and privately held companies
We've heard of IQ, but what about EQ? What is Emotional Quotient, better known as Emotional Intelligence? How can it guide your decisions in business, and help to interpret, assess and manage the emotions of yourself and others in the workplace? From the groundbreaking research of Peter Salovey, John Mayer, and other researchers and scientists, learn how small businesses, corporations and educational institutions worldwide are embracing the importance of investing in EQ in the workplace, and how it can benefit your firm today and for years to come.
Evolving Trends in Social Media
Thursday, December 4, 2014 • 8:30-10:30 a.m.
Facebook, LinkedIn, Twitter, YouTube, and Instagram-Not sure where to begin or improve? We've designed a session that will help you to leverage social media, to save time while still investing in the online and community growth of your company. An FDU social media guide will be on hand to provide expert and practical tools to stay on the cutting edge of relevant social media for your firm. Learn how to attract new customers via unique marketing, engage more current clients, and collaborate within and outside of your industry! You're welcome to bring your Smartphones, tablets or laptops for hands-on learning, or you can be "hands-free" without devices and learn from the instructor, who will have plenty of engaging and interactive visual examples.
Want a copy of our snazzy new postcard flyer? We'll put one in the mail to you! It's a great visual and adds a splash of color to any wall or office corkboard. Simply give us a call or send an e-mail.
Recent 2014 FBF Seminars
Financing the Growth of Your Family Firm –SBA Loans: Higher Limits, Greater Opportunities
Tuesday, April 22, 2014 • 8:30-10:30 a.m.
Speakers: Thomas L. Hofstetter and Edward Ahart from Schenck, Price, Smith & King, LLP and Robert Lemaire, Citibank
Learn about the Small Business Administration's new loan flexibility, which can directly affect the growth and sustainabilityof your business. This session will provide a unique opportunity to gain insightful “real time” counsel on financial issues that are important for our members. Tom Hofstetter, a national expert on SBA loans, will be on hand to address how the SBA's loan flexibility impacts your business, and Bob Lemaire will share tools on SBA loan lending programs. Hear expert advice, receive valuable feedback and guidance, and network with other family businesses!
Family Enterprise: What Stakeholders and Their Advisers Need to Know • Wednesday, February 12, 2014 • 4:30-6:00 p.m.
(Rescheduled from Feb. 13 due to snow storm.)
Speaker: Blair Trippe, Principal, Continuity Family Business Consulting
Family business stakeholders recognize that their environment is more complicated, largely because they recognize the importance of maintaining the strength of their business and family relationships. In this comprehensive presentation, Blair discussed key practices from a consultant’s perspective who also has been a family business stakeholder. Vital elements of family-business conflict management were be discussed, including the motivations of each stakeholder group, understanding where power is held in the family business and the importance of professional collaboration in helping family-business stakeholders.
For More Information
If you are interested in attending an upcoming session as our guest or to learn more about the Forum, please contact us at 973-443-8842. Gabrielle will be happy to share details about the exciting and dynamic opportunities the Family Business Forum offers. More about the Institute at www.fdu.edu/rothman.
We graciously thank Norbert Gaelen and his family for their generous contribution to the Institute's Family Business Forum, and we are pleased to announce that the Forum was renamed, "The O.Berk Company Family Business Forum." The Gaelen family's special commitment will enable the Institute to grow services and help more family firms succeed locally, regionally and globally.
Over the course of four generations as a family-owned and operated business, the O.Berk Company has worked tirelessly to maintain their tradition of outstanding customer satisfaction. Combined with a vision for future growth and innovation, the 104-year old O.Berk Company continues to be a leading, full-service supplier of glass and plastic containers and closures nationwide.
Why a Forum only for family firms?
Family businesses face unique challenges. In addition to all of the fundamental issues involved in operating a business, families in business must address a number of other important concerns, including:
- Developing visions for the family and business that are mutually compatible
- Selecting and preparing successors
- Planning for estate taxes and ownership transfer
- Developing fair and effective compensation strategies for family members as well as non-family employees
- Developing and implementing governance structures
- Fostering open and productive communication
- Creating productive roles for family members who are not active in the business
- Managing conflict within the family and business
- Attracting and retaining non-family managers and employees
What to Expect from a Forum Seminar
A typical O. Berk Company Family Business Forum seminar consists of from 30 to 50 attendees – representing two or three generations - with family and non-family members - from various types and sizes of businesses. Representatives from sponsoring organizations are also present at seminars to offer their expertise when appropriate. Seminars vary in content and format. Some feature family business experts while others include panels of members and sponsors.
Three 3-Hour Breakfast Programs
These sessions are designed to provide members with ample time to fully explore issues with the aid of national experts, while offering enough time to return to the office for the better part of the afternoon. The day begins with continental breakfast at 8:00 a.m.
Two 2-Hour Breakfast Programs
These two-hour sessions focus on subjects of timely interest to members, and often feature regional experts or panels of Forum sponsors and members. The seminars begin at 8:30 a.m. and finish by 10:30 a.m. Continental breakfast is included.
Updates on Legal, Financial and Other Important Issues
Each Forum seminar features brief updates by one or more professionals on current or developing business issues relevant to family businesses.
Peer Group Meetings
These meetings allow members to join together in small groups to meet with each other and a facilitator to discuss issues which they identify as important to them. Participation in a Peer Group complements the Forum sessions by allowing members to further explore issues, many of which are generation-specific, in a smaller, more intimate setting. For example, there are groups for the Successor Generation and for Owners and Founders.
Free Consultation with Forum Sponsors
Each member family is offered a complimentary consultation with each of the Forum sponsors.
An Annual Social Gathering
The relationships that develop among members are one of the greatest benefits of membership. The December holiday gathering is an opportunity for members, sponsors and University representatives to relax and get to know one another better in a purely social setting. Musical entertainment, gourmet hors d'oeuvres, prizes, and reconnecting with friends old and new all contribute to a lovely and festive evening in the historic and elegant Lenfell Hall in FDU's Hennessy Hall.
Subscription to the Rothman Ink
Rothman Ink, the Institute’s newsletter, keeps Forum members apprised of issues related to entrepreneurship as well as the various programs which fall under the auspices of the Rothman Institute. Previous Family Ink Articles
Free Access and Reduced Fees for Rothman Institute Programs
In our member's words:
“The bottom-line in family leadership is our relationship with loved ones. The workshops and group sessions shape gifted people into authentic leaders who can better balance compassion and command while creating wealth for stakeholders.”
- Tom Sutherland, Sutherland Packaging Co.
“It is nice to know we are not alone; other family businesses struggle with similar issues. The Family Business Forum has provided a means for us to learn how other families have successfully dealt with business issues we are facing. The Forum is much more than just a series of seminars.”
- Mary Speckhart, White Conveyors, Inc.
For More Information
The best way to learn about the O. Berk Company Family Business Forum is to experience a seminar first-hand. If you are interested in attending an upcoming session as our guest, or you would like to speak with us or a current member about the Forum, please contact Gabrielle Zuccaro at the Rothman Institute at 973-443-8842.
Expert advice at your fingertips. Check out our innovative Family Business Playbook and App for your tablet or Smartphone! Call or email us for details.
FBF Members socializing at a seminar
Amy Schuman presents, "Mastering Family Business Polarities"
FBF Members and guests at a Forum session
Dynamic FBF seminars provide practical tools for family firms.
Deb DiGregorio presents on Social Media
FBF Members enjoying the Annual Holiday Social
(Left to Right)
A holiday toast
Meeting with friends old and new
Norbert Gaelen, Leo Rogers, and former FDU President J. Michael Adams at the Rothman Institute's 20th Anniversary celebration
(Left to Right)
VLV Mentors and Rothman friends join Family Business members to celebrate the season
“Economic freedom is the foundation for individual success and prosperity. This freedom is evident in the entrepreneurial small business sector, which creates most of the new jobs and a large share of the innovations in the American economy. When government takes small businesses into consideration in developing regulations, it saves time and money for the nation’s most productive sector.”
–Dr. Winslow Sargeant, Chief Counsel, U.S. Small Business Administration’s Office of Advocacy, on the President's Small Business Agenda and Executive Order 13272
Lenfell Hall warmly greets guests with festive decor at annual Holiday Social