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Building Competent, Committed & Aligned Next Generation Teams

Wednesday, March 25, 2009
7:30 AM - 11:30 AM
Radnor Valley Country Club
Breakfast buffet included
Directions

Siblings & Cousins Working Together to Create Robust Businesses and Amazing Lives

For many families in business, one of the biggest challenges is balancing the needs of individual family members, the family as a whole and the needs of the business. Often this is posed as the question of choosing either to be a "family first or a business first."

For this Forum meeting we have an amazing opportunity to hear first hand about the very successful transition from the entrepreneurial founder to a sibling partnership at Edstrom Industries, Inc. But for the Edstrom's the "family first-business first" paradigm creates false dichotomies that limit the options and alternatives for family business transitions.

Using the Edstrom Family as our case study, successor, and eldest son of the founders, Bill Edstrom, Jr. joined with their family business advisor, Dean R. Fowler, Ph.D. will share the tools and techniques that underlie an alternative way of honoring family culture, individual passions, and still protecting the future of business success.

Meet The Speaker: Dean R. Fowler and Edstrom Industries, Waterford, WI

Dean Fowler, family business advisor in Wisconsin, will return for the third time to focus on siblings and cousins working together. Dean will bring one of his second generation clients who is a shareholder with two of his brothers from Edstrom Industries, corporate headquarters in Waterford, WI. One of the world's leading family business experts, Dean has consulted with over 180 family businesses. His book--Love, Power and Money: Family Business Between Generations--has won world-wide acclaim in reviews in family business publications as one of the best books on family business planning and development.

Member "Best Practice" Highlight
Jason & Theresa Hollinger

Growing out of their Personal & Professional Development Plans, Jason & Theresa Hollinger moved to Costa Rica for three years for second language study and Jason’s MBA. Jason & Theresa will share why they made this decision and the value of this experience for their family and work.

The Hollinger Family has been active members of our Family Business Learning Community since 1999. You may remember David & Debbie, founders, and Jolienne & Scott Guthridge, G2, hosted and presented at our 2005 Annual Dinner Meeting at Four Seasons Produce.


The Learning Continues...
Register today for our complimentary luncheon group which will convene immediately after the Forum. Call (215) 723-8413 to make a reservations as seating is limited.

The Leadership Accelerator Luncheon
Conversations with Dean Fowler, Bill Edsrtom & Skip Lange.

Having it all: A better retirement plan and income for these uncertain times
Presenter – Jan Graybill, Legacy Planning Partners.


The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the Delaware Valley. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Radnor Valley Country Club
555 Sproul Road, Villanova, PA
(215) 723-9886
www.radnorvalleycc.com

Directions from Southern New Jersey and Philadelphia
From New Jersey use either the Ben Franklin or Walt Whitman bridge. Head West on the Schuylkill Expressway (I-76W) to Exit 331A (I-476 South-"Blue Route"). Exit is just past Conshohocken on the left. Take I-476 South to Exit 13 (St. Davids/Villanova). Turn right onto Route 30 East (Lancaster Ave.). Go to third traffic light and turn right onto Sproul Rd. (Route 320). RVCC is located 1.5 miles on the left.

From Northeast Philadelphia, I-95 North and surrounding area, Central and Western PA:
Take Pennsylvania Turnpike to Exit 25 (Mid-County I-476 South) and follow signs to I-476 South (Blue Route). Take I-476 South to Exit 13 (St. Davids/Villanova). Turn right onto Route 30 East (Lancaster Ave.). Go to third traffic light and turn right onto Sproul Rd. (Route 320). RVCC is located 1.5 miles on the left.

From New York and central New Jersey
Take New Jersey Turnpike South to Exit 6 (PA Turnpike). Take Pennsylvania Turnpike West to Exit 25 (Mid-County I-476 South) and follow signs to I-476 South (Blue Route). Take I-476 South to Exit 13 (St. Davids/Villanova). Turn right onto Route 30 East (Lancaster Ave.). Go to third traffic light and turn right onto Sproul Rd. (Route 320). RVCC is located 1.5 miles on the left.

From Philadelphia Airport
Take Exit 9 off I-476 (Blue Route). Turn left onto Route 3. At 3rd traffic light turn right onto Church Lane. Continue as this road turns into Route 320 and Sproul Road. RVCC will be approximately 3 miles on your right.

Note: Exit numbers have changed on Route 476; these changes are reflected in the text and map below.