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
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
Next Generation Capabilities: Technology and Workforce Opportunities for Family Enterprises
Thursday, October 8, 2020
8:30 – 11:30 a.m. Program
2021 HR Trends: New World of Work -- Are You Keeping Up?
Thursday, November 12, 2020
2 - 4 p.m. Program
Weathering the "Storms": the Vermeer Family Business Story
Thursday, December 10, 2020
8:30 – 11 a.m. Program
Facing Bias + Inclusive Hiring
January 28, 2021
8:30 – 10 a.m. Program
10 – 10:30 a.m. Breakout Discussion
The Power of Positive Conflict
Thursday, February 11, 2021
8:30 – 11:30 a.m. Program
Polarity Thinking: An Essential Leadership Skill
Thursday, March 11, 2021
8:30 – 11:30 a.m. Program
Designing, Implementing and Harnessing an Effective Board for Your Family Enterprise
Thursday, May 13, 2021
8:30 – 11:30 a.m. Program
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
Jacob Peters, CPA, MST – Principal, SVA Certified Public Accountants
Dan Glomski, CPA, ABV, CVA – Principal, SVA Certified Public Accountants
Tuesday, January 12, 2021
Presented by BDO
Stories from the Trenches: How Wisconsin Family Businesses are Surviving COVID-19
Join BDO and a panel of past Wisconsin Family Business of the Year award winners to hear about their unique challenges in dealing with the pandemic and what they had to do to survive 2020 while staying focused and optimistic about the future.
The discussion will include reaction and actions when the pandemic first hit including specific tools they used (i.e. cost reductions, new revenue channels, government programs, etc.), employee engagement, sales pipeline/supply chain challenges and advantages of being a Wisconsin family-owned business during uncertain times.
- Tim Haag, State Collection Service
- Scott Sanders, Brakebush Bros.
- Mark Lenerz, North Central Group
Thursday, February 18, 2021
Presented by Associated Bank
Corporate Giving, Where to Start, How to Sustain, and Tips for Maintaining your Philanthropic Legacy
How can your company and your employees help the community thrive? Volunteering time, treasure, and talent are three ways in which companies, individuals, and foundations are helping strengthen their communities. The Madison Community Foundation, one of 30 community foundations statewide, has been connecting the donor community and area non-profits for over 75 years. Vice President of Community Impact Tom Linfield will share information about how community foundations work with donors and nonprofits, highlight some major grant projects that have made this area so special, and discuss the nonprofit climate during this challenging pandemic climate. He will share best practices in funding, describe the landscape of nonprofits, and offer examples of how your company can become more involved in the communities it serves and make sure your company’s legacy continue through generations.Register
Tuesday, March 30, 2021
Presented by Johnson Financial Group
Life After Lockdown: Lessons Learned and Topics to Consider After One Year of Pandemic Disruption
Hear from Johnson Financial Group Insurance experts about employee benefit and risk management ideas in an ever-changing world.Register
Wednesday, April 21, 2021
Presented by DeWitt Law Firm
Structuring an M&A Deal in 2021: Best Practices and Common Issues
Considering selling all or a portion of your family business to the next generation or a third party? Looking to expand into a new market or to acquire an existing company? Whether you are buying or selling, there are a number of issues to be addressed early on and throughout the M&A process. In this presentation we will take listeners through the stages of a typical M&A deal and address common questions, best-practices, and pitfalls for both sellers and buyers to consider.Register
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
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
January 21, 2021
Host: Johnson Financial Group
Seven Deadly Sins of Succession Planning
Join Johnson Financial Group for a virtual round table to discuss the seven deadly sins of succession planning. Planning is not easy in today's world of unknowns, but getting it right is critical to ensure the future success of your business. Whether your business will be passed down within a family, transitioned to existing management, or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated.
This is your chance to hear from Joe Maier, SVP Director of Wealth Strategy with Johnson Financial Group and how you can make the inevitable your masterpiece.Register
April 15, 2021
Family Business Succession Planning: Cover Your Personal Financial Bases to Hit a Home Run for Your Business
Please join us on Thursday, April 15 from 8:30-9:30 a.m. for a conversation on the key elements needed to confidently plan for the transition of your business. Whether you’re considering an outright sale or a transition to the next generation, learn how a process-driven approach to financial goal setting can give you confidence in your decision making. We’ll analyze real-life examples of how long-range cash flow projections provide peace of mind around achieving your lifetime goals. Gain an understanding of how a collaborative approach, drawing on the experience of your team of advisors, can enhance your succession plan’s effectiveness and simplify your financial life.
**Participate in the session for a chance to win Brewer tickets**Register
May 20, 2021
The Future of Work
Bring your questions, ideas, and be ready to discuss: your top priorities for when business returns to normal; how you are dealing with questions about remote work options and what policies are you setting; are potential tax changes affecting your business decisions and more!Register
June 17, 2021
Host: Reinhart Boerner van Deuren
Lessons from Family Business Battles
Sometimes the owners of family businesses go to war with one another in the courtroom. At this roundtable event, we'll break down some of these breakdowns and discuss how they might have been avoided with different company policies, governance strategies, and estate planning approaches. Roundtable participants will be able to vote on how they would have made different decisions that could have kept the peace in these cases.Register
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.
Thursday, August 12, 2021
Host: J. Henry & Sons Farm
7794 Patton Road
Dane, WI 53529
FBC Summer Social
Join us IN-PERSON to hear the J. Henry story through a farm tour, nosing, and tasting of J. Henry & Sons bourbon at their family farm just outside of Madison. Tour will begin promptly at 4 p.m. Please arrive 10-15 minutes early. Tasting to follow with light appetizers.
Space is limited. Please limit registrations to two people per company.Register