Advanced Learning Programs for Members and Guests
Speaker Series programs feature guest speakers from across the country discussing timely topics that align with the current needs and interests of family businesses.
Food For Thought programs are facilitated by FBC sponsors and discuss important and timely business topics to help create and support your family business legacy.
Round Tables provide a forum for conversation between FBC members and sponsors to collectively share best practices around relevant topics to family businesses.
Upcoming Programs
2023 YEAR PROGRAMMING
SPEAKER SERIES
Purpose, Values, and People: The Cornerstones of a Legacy of Business Success
Wednesday, September 20, 2023
7:30 a.m. Breakfast, 8:30-11:30 a.m. Program
Fluno Center and Online
The keynote speaker for this program will be Helen Johnson Leipold, Chairman of the Board for Johnson Financial Group. Followed by a panel discussion.
Learn More and Register
FOOD FOR THOUGHT
No program on this date.
Wednesday, October 11, 2023
7:30 a.m. Breakfast, 8-10:15 a.m. Program
Fluno Center and Online
SPEAKER SERIES
When the Family Undermines the Business: Understanding the Fredo Effect
Thursday, November 9, 2023
7:30 a.m. Breakfast, 8:30-11:30 a.m. Program
Fluno Center and Online
Dr. Kimberly Eddleston will share how you can successfully manage family relationships and mitigate or avoid the “Fredo Effect.”
Learn More and Register
SPEAKER SERIES
When the Family Undermines the Business: Understanding the Fredo Effect
Thursday, November 9, 2023
3 p.m. Registration/Networking, 3:30-5:30 p.m. Program
Community Foundation for the Fox Valley Region Meeting Room, Appleton, WI
Dr. Kimberly Eddleston will share how you can successfully manage family relationships and mitigate or avoid the “Fredo Effect.”
Registration Fee: $25 Non-WI FBC Members/Sponsors Free for WI FBC Members and Sponsors
Learn More and Register
FOOD FOR THOUGHT
What is a Family Office and Do You Need One?
Presented by Aspiriant
Who Am I? Understanding the Corporate Transparency Act of 2022 and beneficial ownership rules
Presented by Stafford Rosenbaum
Lunch Presentation: Family Business Updates from National Survey and Washington DC
Presented by Family Enterprise USA
Wednesday, November 15, 2023
8:30 a.m. Breakfast and networking, Program 9 a.m.–1 p.m. includes lunch
Riverwood Corporate Center (Aspiriant Offices) N19 W24200 Riverwood Dr, Suite 320, Pewaukee, WI and Online
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SPEAKER SERIES
The Art of Negotiation: How It Can Work for Family Business Relationships
Wednesday, December 6, 2023
7:30 a.m. Breakfast, 8:30-11:30 a.m. Program
Fluno Center and Online
Join FBC and presenter Deb Houden, Ph.D., for an interactive and fun negotiation training in the context of the family enterprise.
Learn More and Register
FOOD FOR THOUGHT
The Psychology of Family Business Succession
Presented by Strategic Solutions Consulting/Seefeldt Institute for Family Business
Tuesday, December 12, 2023
3 p.m. Registration, 3:30-4:30 p.m. Program
Community Foundation for the Fox Valley Region Meeting Room, Appleton, WI and Online
Learn More and Register
2024 YEAR PROGRAMMING
SPEAKER SERIES
Finding Your Path, Purpose, & Identity in the Family Business
Thursday, January 18, 2024
7:30 a.m. Virtual Networking, 8-10 a.m. Program
Online only
Co-hosted with the St. Thomas Minnesota Family Business Center, this program will focus on how each generation can best support the roles individuals play now and in the future.
Learn More and Register
FOOD FOR THOUGHT
The Changing Tides of Insurance: Strategies for a Volatile Market
Presented by M3 Insurance
The Basics of Business Valuation for Privately Held Companies
Presented by BDO
Thursday, February 8, 2024
7:30 a.m. Breakfast, 8-10:15 a.m. Program
Fluno Center and Online
Learn More and Register
FOOD FOR THOUGHT
Strategic Philanthropy: Elevating Impact for Business & Wealth Owners
Presented by Resonant Capital Advisors
Strategic Guidance: Unlocking Success Through a Board of Advisors
Presented by Johnson Financial Group
Thursday, March 7, 2024
7:30 a.m. Breakfast, 8–10:15 a.m. Program
Fluno Center and Online
Learn More and Register
SPEAKER SERIES
Gentelligence®: Understanding & Leveraging Generational Diversity in the Workplace
Thursday, April 18, 2024
7:30 a.m. Breakfast, 8:30-11:30 a.m. Program
Fluno Center and Online
Dr. Megan Gerhardt of The Gerhardt Group will discuss how your organization can leverage generational diversity as an opportunity and competitive advantage.
Learn More and Register
FOOD FOR THOUGHT
Human Resource Issues: A Potpourri
Presented by DeWitt Law Firm
Lessons from the HBO Series Succession … 5 Life Insurance Strategies for Smooth(er) Succession Planning in Family Business
Presented by Colton Groome Insurance Advisors in partnership with the Zimdars Company, Inc.
Tuesday, May 7, 2024
7:30 a.m. Breakfast, 8-10:15 a.m. Program
Fluno Center and Online
Learn More and Register
SPEAKER SERIES
Navigating Transitions: Attracting, Enabling and Succeeding with Non-Family Executives
Wednesday, May 22, 2024
7:30 a.m. Breakfast, 8:30-11:30 a.m. Program
Fluno Center and Online
This session will explore the strategic approach required to mitigate risks and attract talented executives.
Learn More and Register