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Download the 2010 Forum Calendar (PDF)

Kermit Rader, HRMML Jon Samel, HRMML Alan Houck, Brubacher Excavating, Inc. Jan Graybill, Legacy Planning Partners

Upcoming Forums & Mini-Forums

• Thursday, September 16, 2010
  MINI-FORUM:
  Does Your Property "Got Gas"?
  Learn What You NEED to Know
  if Your Property has Marcellus Shale
• Thursday, September 23, 2010
  FORUM:
  From Boeing to Growing the Oliver Company:
  Resilience, Faith & Leadership
• Friday, October 8, 2010
  MINI-FORUM:
  Financial Planning for Family Business Owners
• Thursday, October 21, 2010
  MINI-FORUM:
  Does Your Property "Got Gas"?
  Learn What You NEED to Know
  if Your Property has Marcellus Shale
• Thursday, November 4, 2010
  MINI-FORUM:
  Does Your Property "Got Gas"?
  Learn What You NEED to Know
  if Your Property has Marcellus Shale
• Thursday, November 11, 2010
  DINNER MEETING: The Just Born® Story:
  The Guiding Principles & Collaborative
  Culture Behind the Sweet PEEPS®

Past Events

• Wednesday, September 8, 2010
  MINI-FORUM:
  Social Media: 4 Steps to a Successful Social Media Campaign

• Thursday, July 15, 2010
  MINI-FORUM:
  Estate and Retirement Planning for the Business Family

• Tuesday, June 8, 2010
  MINI-FORUM:
  Financial Literacy for Business Families

• Thursday, May 20, 2010
  FORUM:
  Leading From the Heart:
  In Your Business & Your Family

• Thursday, April 29, 2010
  MINI-FORUM:
  Building CFO Value in Your Family Firm

• Wednesday, March 24, 2010
  Exceptional Trust, Support & Competence in the Face of Unusual Complexity: The Sullivan Family, Dunmore Corporation

• Friday, March 5, 2010
  MINI-FORUM:
  Lessons Learned from the Downturn:
  Building a Thriving Business in 2010

• Thursday, February 18, 2010
  WEBINAR:
  Wellness Programs on an Unhealthy Budget

• Thursday, January 28, 2010
  MINI-FORUM:
  Lessons Learned from the Downturn:
  Building a Thriving Business in 2010

• Tuesday, November 17, 2009
  Chick-fil-A: A 60-Year Legacy of People, Principles & Unexpected Opportunities

• Thursday, October 15, 2009
  MINI-FORUM: Valuing the Family Business: Finding the Right Number in a Family Transaction

• Wednesday, September 23, 2009
  Developing Entrepreneurial Thinking & Family Business Leadership in the Next Generation

• Wednesday, July 15, 2009
  MINI-FORUM: Exploring the Best Practices of
  Outside Directors and Advisory Councils

• Wednesday, June 17, 2009
  MINI-FORUM:
  Developing Your Strategic Business GamePlan:
  The SynaTek Story

• Thursday, May 21, 2009
  Doing the Right Thing, not the Easy Thing - Entitlement, Accountability & Leadership in Business Families

• Monday, April 27, 2009
  MINI-FORUM: Asset Protection Planning

• Wednesday, March 25, 2009
  Building Competent, Committed & Aligned Next Generation Teams

• Tuesday, February 17, 2009
  MINI-FORUM: The Perfect Storm: Strategies for Surviving & Thriving in a Recession

• Thursday, November 13, 2008
  Enduring Values & Best Practices at "Highlights for Children", a Fourth Generation Family Business

• Thursday, October 23, 2008
  Pro-Active Health: An Insurance Alternative

• Wednesday, October 15, 2008
  "Financial Capacity"
  Does your Family Business Have the Financial Muscle to Handle a Transition to the Next Generation?

• Thursday, September 18, 2008
  Building Family Muscle while Transitioning the Business:
  An Intergenerational Adventure

• Wednesday, May 21, 2008
  Passing on the Wealth of Your Life:
  It’s Much More than Money

• Thursday, March 27, 2008
  From the Indy 500 to "JIFFY" Mix: Professionalizing Our
  Family Firm While Retaining Our Values

• Thursday, November 15, 2007
  Nurturing the Generosity Gene through the Generations:
  Philanthropy in Family Firms

• Friday, October 19, 2007
  Structuring the Deal - Designing a transaction that works for the business and the family

• Thursday, October 11, 2007
  Protecting Your Assets: Your Business and Your Employees

• Wednesday, October 10, 2007
  Preparing for Another Generation of Success—
  It’s a Team Effort

• Thursday, September 27, 2007
  When Your Parents Sign the Paychecks:
  Finding Success Inside or Outside the Family Business

• Friday, September 21, 2007
  Best Practices in Family Business Compensation

• Friday, July 20, 2007
  ESOT Power – The Bradford White Story

• Friday, June 15, 2007
  The Number - Finding the Right Price in a Family Ownership Transfer

• Thursday, May 24, 2007
  We do what we say:®
  Enduring Values & Best Practices

• Wednesday, March 28, 2007
  Healthy Intergenerational Transitions:
  Applying the 7 Habits of Successful Successors

• Wednesday, November 15, 2006
  The Passion, Power & Perils of Sibling Teams

• Friday, November 3, 2006
  Preserving Family Business Value - Efficient Estate and Income Tax Strategies and Structures

• Friday, October 20, 2006
  Family Business Transfer Channels

• Friday, September 29, 2006
  Building Value in Your Family Business -
  Attributes of Well-Run Companies

• Wednesday, September 20, 2006
  Ownership Transfer: How We Honored
  Both Generations and the Business

• Friday, July 14, 2006
  A Family Success Story: Sytex, Start to Finish to Restart

• Friday, June 16, 2006
  Creating and Effectively Using a Board of Directors

• Wednesday, May 24, 2006
  The Art of Letting Go & Letting Grow
  in Family Business Transitions

• Wednesday, March 22, 2006
  Building Our Team & Defining Our Strategy
  for the Next Generation

• Wednesday, November 16, 2005
  Growing Ideas, Producing Excellence

• Friday, November 11, 2005
  Kreischer Miller Family Business Seminar: Valuing the Family Business

• Friday, October 14, 2005
  Contemplating Ownership Succession Scenarios

• Wednesday, September 21, 2005
  Building a Culture of Accountability

• Friday, September 9, 2005
  Alternate Sources of Capital for Family Businesses

• Friday, July 15, 2005
  Creating a Buy-Sell Agreement that Works

• Thursday, June 30, 2005
  Successful Successors - True Life Stories

• Wednesday, May 18, 2005
  High Performance Leadership

• Wednesday, March 16, 2005
  How Sargento Foods Creates Principled Profits

• Wednesday, November 17, 2004
  Building the Legacy of High-Performing Businesses

• Thursday, November 11, 2004
  Preserving Family Wealth Through Estate Planning

• Thursday, October 14, 2004
  Retaining and Compensating Non-Family Executives

• Friday, September 24, 2004
  Structuring and Financing Transitions

• Wednesday, September 15, 2004
  When the Entrepreneur Invites "Dad" Into the Business

• Thursday, July 15, 2004
  Preparing for Next Generation Leadership

• Wednesday, May 19, 2004
  Enduring Values & Best Practices at Wawa:
  the Wind Beneath our Wings

• Wednesday, March 31, 2004
  Managing Intergenerational Dynamics

• Thursday, November 20, 2003
  Third Annual Women in Family Business Luncheon

• Thursday, November 20, 2003
  Uncovering the Strategic Idea for Your Family Business

• Thursday, September 18, 2003
  Love, Power and Money: Seven Habits of Successful Successors

• Thursday, March 20, 2003
  Best Practices for the Family and the Business