Advanced Learning Events for Members and Guests

The Wisconsin Family Business Center's duty is to provide family businesses with an opportunity to address their unique and critical issues, helping the business and the family to succeed in current and future generations. We do this through a variety of events and services, focusing around the specific learning and networking needs of our member companies

Speaker Series

Leading family business experts share insights and information on trends and techniques that can be applied to your business. The curriculum is driven by the needs and desires of members. Past topics include legal, financial, and other planning issues around leadership succession and ownership transfer; family relationships, traditions, and values; power, control and compensation; and roles and responsibilities.

All 2020-2021 programs will be held online until further notice
All programs will be held in a convenient online format (and in-person when permitted) making it easy to access important content and build connections to help you, your family, and your business thrive.

Emerge Successful: 7 Strategies to Redesign, Rebuild and Relaunch your Business
Tuesday, September 15, 2020

8:30 – 9:45 a.m. Program
9:45 – 10:30 a.m. Breakout Discussion

Learn More & Register

Next Generation Capabilities: Technology and Workforce Opportunities for Family Enterprises
Thursday, October 8, 2020
8:30 – 11:30 a.m. Program

Learn More & Register

2021 HR Trends: New World of Work -- Are You Keeping Up?
Thursday, November 12, 2020
2 - 4 p.m. Program

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Weathering the "Storms": the Vermeer Family Business Story
Thursday, December 10, 2020
8:30 – 11 a.m. Program

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Facing Bias + Inclusive Hiring
January 28, 2021
8:30 – 10 a.m. Program
10 – 10:30 a.m. Breakout Discussion

Learn More & Register

The Power of Positive Conflict
Thursday, February 11, 2021
8:30 – 11:30 a.m. Program

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Polarity Thinking: An Essential Leadership Skill
Thursday, March 11, 2021
8:30 – 11:30 a.m. Program

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Designing, Implementing and Harnessing an Effective Board for Your Family Enterprise
Thursday, May 13, 2021
8:30 – 11:30 a.m. Program

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Food For Thought

Family Business Center sponsors share their expertise and present important and timely business topics.

Wednesday, September 23, 2020
Presented by Reinhart Boerner van Deuren

Business Succession Planning During a Crisis

Thoughtful and thorough family business succession planning can take many months to complete. During a crisis like Covid-19, however, you need to act quickly to plan for a possible succession event, even if the next generation is not ready to lead the company. This Food For Thought presentation by Attorney Gregory Monday will provide you with a checklist of quick fixes and temporary arrangements that you can implement immediately to help ensure that if a key family business leader is incapacitated or dies, (a) the business will continue to operate under interim leadership and (b) ownership interests will be held by a fiduciary until proper ownership succession can be determined.

Topics will include: Powers of attorney, Voting and non-voting stock/units, Trust amendments, Sources of liquidity.

Register

Thursday, October 22, 2020
Presented by Resonant Capital Advisors

Year in (P)Review: The Markets, Economy and Your Wealth in and Beyond 2020

Join the Resonant Capital Advisors team for a look at economic, market and policy dynamics in 2020 along with a preview of timely year-end planning tools for wealth and business-owning families.

Register

Thursday, November 5, 2020
Presented by Aspiriant

G2 Perspectives on Family Business Succession

Join us for a panel discussion featuring multiple second generation family members. They will share their experiences and field your questions as a second generation member of a family owned business. Learn about their perspectives as they watched their family build and grow a successful family enterprise, evaluate the transition of the businesses, and the impact it has had on their lives (one business transferred ownership, another was sold and the wealth transferred).

Register

Thursday, December 3, 2020
Presented by SVA

Top 10 Things to Know About 2020 Year-End Tax Planning

I think we can all agree, one of the most used words to describe 2020 is “unpredictable”. Your business strategies have changed as you navigated through the year. Therefore, this year’s tax planning strategies could look much different than years past. Join us for a discussion on the top things business owners should be thinking about and planning for as 2020 comes to a close.

Discussion will include:

  • Post-election tax scenarios
  • PPP rules and updates
  • COVID-19 stimulus impact on your taxes
  • 2020 tax planning strategies

Presenters:

Jacob Peters, CPA, MST – Principal, SVA Certified Public Accountants
Dan Glomski, CPA, ABV, CVA – Principal, SVA Certified Public Accountants

Register

Thursday, January 12, 2021
Presented by BDO

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Thursday, February 18, 2021
Presented by Associated Bank

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Tuesday, March 30, 2021
Presented by Johnson Financial Group

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Wednesday, April 21, 2021
Presented by DeWitt Law Firm

Register

Round Tables

Online-only via Zoom
Monthly Round Tables provide a forum for conversation and knowledge sharing among FBC members and sponsors. Topics or areas of focus will be announced at least one month in advance and are hosted on the third Thursday of every month.

All Round Tables will be held from 8:30 - 9:30 am unless otherwise indicated

November 19, 2020
Host: SVA

PPP and Your Loan Forgiveness Options

Join SVA for a virtual round table on one of the biggest topic's businesses are discussing right now – PPP loans! This is your chance to hear the latest information available on the Paycheck Protection Program and the loan forgiveness programs that go with it. We know there are many questions on the process, so this is your time to have a discussion with our expert who works with the nuisances of this program every day.

The discussion will be led by Nicole Gralapp, CPA, CEXP™, a Principal with SVA Certified Public Accountants.

Register

December 17, 2020
Host: Associated Bank

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January 21, 2021
Host: Johnson Financial Group

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March 18, 2021
Host: Resonant Capital Advisors

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April 15, 2021
Host: Aspiriant

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May 20, 2021
Host: BDO

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June 17, 2021
Host: Reinhart Boerner van Deuren

Register

Socials

The Wisconsin Family Business Center is a vibrant community of family businesses and those individuals who serve them. Our members and sponsors are leaders in their communities and enjoy the advantages of belonging to our Center. The social activities, including our Fall Social and Spring Social, allow members to converse and enjoy each other’s company in a relaxed setting.

Fluno Center
Wisconsin School of Business
UW Family Business Center
601 University Ave
Madison, WI 53715