Your Family — Your Biggest Asset in These Challenging Times

To reserve a seat, please call Kim Dennison at 973.443.8880.

Back to Basics: Learning to Build on the Uniqueness of Families Who Share a Family Enterprise
February 26, 2009, 8:30-11:30 am.
Fredda Herz-Brown, Relative Solutions Family Business Consulting Group.
Using an innovative presentation and interactive case study, family business consultant, Fredda Herz-Brown, will illuminate the basics for understanding families who share some kind of asset through ownership and/or management. Looking at the multi-generational influence of attitudes and relationships to issues such as money, leadership authority and control and how they impact how a family handles decision making and transitions will be a focus of this session. Members will come away with a new understanding of the issues of impact of generational differences and relationships as well as those related to gender.

Reducing the Cost of Succession in today’s Society
April 2, 2009, 8:30-10:30 am
Andrew Bluestone, Selective Benefits Group, Edward Ahart, Schenck, Price, Smith & King LLP, and Jeff Jaskol, the Jaskol Group

This program, given by forum sponsors Andy Bluestone, Ed Ahart and Jeff Jaskol will focus on all of the “tried and true” methods of business succession and transition that are typically reviewed by business owners, and will illustrate how the current economy presents opportunities to reduce costs going forward. Issues to be discussed include current estate tax law and developments; business valuation, transfer opportunities in this low interest rate environment, new life insurance opportunities and when it is “too soon,” or “too late” to give a gift. Attendees will come away with the knowledge necessary to determine what their optimal “next steps” need to be.  

The New Consumerism - Consumer Driven Healthcare
May 14, 2009,  8:30-10:30 am
Tom Cioffi and Pat Basilo, Compensations, PEO

The healthcare industry continues to undergo significant changes as rising medical costs are pressuring. Moving from a traditional health benefit plan with co-payments or low deductibles to a Consumer Driven Healthcare Plan is a significant benefit change, but it is one that can result in better management of your increasing healthcare costs. The most successful benefit changes are those that provide "plan design options" and encourage employees to change their healthcare buying practices through education and information, choice and advanced technology.

Key Tactics: Reinvigorating and Recharging Your Business
September 23, 2009, 8:30-10:30 am
Alan Wink, Amper, Politziner & Mattia, John Yoler, Sun National Bank

Complacency is not an effective way to ensure your business goals are being met, especially in the light of the current economic environment.
Using an innovative presentation and interactive panel of companies who’ve “walked the talk,” family business experts, Alan Wink (Amper, Politziner & Mattia) and John Yoler (Sun National Bank,) will provide effective strategies that any closely held firm can use to keep on the path of positive growth. Topics to be examined include revenue growth strategies, methods to engage and “care for” employees, leveraging your balance sheet and taking advantage of opportunities to acquire weaker firms. Members will come away with a new understanding of the true impact being “one step ahead” of the competition.

The Next Generation: Its 8 Biggest Challenges Updated Session
October 22, 2009, 8:30-11:30 am
Greg McCann, CPA, JD, Family Enterprise Center, Stetson University

Is it your intention for the family firm to continue ownership with the next generation? If so, have the senior and junior generations crafted a vision to get there? Based on a holistic approach and over a decade of working with next generation successors, McCann will address the eight most significant challenges facing the next generation of a business owning family. Each of the eight challenges will be discussed, along with examples, consequences of ignoring them and strategies to overcome them.

Ten Great Ideas to Make You and Your Family More Successful In this Very Challenging Economy
November 17, 2009,  8:30-10:30 am

Leonard C. Green,

Founder, The Green Group

Len Green, CPA, MBA is an entrepreneur and faculty member at FDU and Babson, who has been on CNBC and other TV shows.  His experiences also include working with his family business and over hundreds of other family businesses. Utilizing an interactive discussion format, he will focus on “proven methods” to creatively grow and be more profitable. Len “guarantees” one of the ten great ideas can make you more successful!