Family Business

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Family Businesses Nov 19, 2021
11:30am - 12:30pm US/Eastern
4 Not registered Free
Strategy Meeting Sep 30, 2021
11:00am - 12:00pm US/Eastern
18 Not registered Free
How to Leverage FinTech in Asset Management, Family Offices and RIAs Feb 16, 2021
4:30pm - 6:00pm
5 Not registered Free
Jan 16, 2020
5:00pm - 6:00pm
10 Not registered $10.00
Dec 19, 2019  -  Dec 26, 2019
5:00pm - 6:00pm
21 Not registered Free
Oct 17, 2019
5:00pm - 7:00pm
7 Not registered Free
Sep 19, 2019
5:00pm - 7:00pm
14 Not registered $10.00
Aug 15, 2019
5:00pm - 7:00pm
11 Not registered Free
Jul 18, 2019
3:00pm - 5:00pm
6 Not registered $10.00
Jun 20, 2019
5:00pm - 7:00pm
9 Not registered $10.00
May 16, 2019
5:30pm - 7:30pm
7 Not registered $10.00
Apr 18, 2019
5:30pm - 8:00pm
9 Not registered $10.00

Chapter Description

The FAMILY BUSINESS SIG is composed of Business Owners & Founders, C-Suite Executives, Senior Managers, CFOs, and other key professionals, whose primary focus and business practice is to manage and help grow closely held, non-publicly traded, family-owned and operated companies, while improving efficiencies and building enterprise value.

We endeavor to have monthly Networking and Educational Meetings with subject matter expert guest speakers and interactive sessions for shared best practices. All meetings cover topics and practices of particular interest to privately held, family-owned, business owners and their senior executives and managers, who fit the FENG membership and Family Business SIG profile.

Meeting themes will include:
- Governing and advisory boards, including family councils, board charters, by-laws for family managed companies,
- Value Acceleration strategies to build Enterprise Value,
- Leadership Development,
- Generational transitions, Buy-Sell agreements, Funding family ownership succession,
- Financial and Operational Tools for efficiency and effectiveness,
- Legal, taxation, reporting, compliance, and legislative issues,
- Qualified and non-qualified benefit plans (ESOPs, RSUs, NQSOs, 401Ks, NQDC),
- Human resource management and onboarding/terminating family members,
- Exit Planning – Process, Best Practices & Trends.

Our goal is to help Business Owners, key executives, and other professionals acquire the knowledge, experience, and skill-sets necessary to help closely held companies achieve best-in-class status resulting in increased enterprise value.

If interested in assisting with the management of this SIG, please contact Joyce Gibney:
[email protected].

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Member Stats

Total Members 4034
Alumni (60%) 2,438
Active (35%) 1,415
Associate (1%) 7
Retired (4%) 173
Matt's Contacts (1%) 1