Family Businesses


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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 Senior Level Executives, CFOs, Controllers, CPAs, various other professionals and outside advisers who have their primary focus and business practice serving Family Owned companies with family in daily management, not family offices.

We endeavor to have monthly Networking and Educational Meetings with guest speakers. The meetings cover themes of interest to privately held or family-owned business executives, who fit the FENG membership profile or role as coach, practitioner or company executive/employee to family owned companies. Meeting themes would cover the following topics with specific impact to family owned companies:

- Governing and advisory boards, including family councils, board charters, by-laws for family managed companies
- Genepool and Leadership Development including compensation, synthetic equity
- Generational transitions, Buy-sell agreements, Funding family ownership succession
- Financial and Operational Tools for efficiency and effectiveness; Surveys. Assessments
- Legal, taxation, reporting, compliance and legislative issues
- Qualified and non qualified benefit plans; ESOPs, pensions, 401-K, IRA
- Human resource management and onboarding/terminating family members
- New trends/issues impacting privately held companies
- Trends with M&A, Gov't Contracting, emerging industries, business development, long range planning

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Member Stats

Total Members 4434
Alumni (61%) 2,697
Active (35%) 1,554
Associate (1%) 8
Retired (4%) 174
Matt's Contacts (1%) 1