CSU Stanislaus School of Business develops an annual economic forecast for Stanislaus County and the Central Valley. In this session Professor Gokce Soydemir, Foster Farms Endowed Chair of Business Economics, CSU Stanislaus will present the findings of the Business Forecast and provide relevant perspective with facilitated discussion on how this report can influence family business decisions.
This event will provide valuable peer insights from fellow Family Business Center Member Fabricated Extrusion on how they planned for the business to thrive and grow so the next generation could take it and continue the success. We will discuss what worked, what did not, and alternatives in succession you may not have considered but would serve your family well.
Your business is speaking all the time and it uses the language of numbers. This session will be focused on what good basic analytics look like and how family businesses can use them to facilitate achieving goals and objectives and to provide lenders with needed information on your business.
People and organization are key factors to success. This event will help owners and families look at designing their organization over time to ensure their vision for the future develops. You need to have the right people in the right jobs doing the right things to be successful.
Developing, managing, or improving a brand is critical to growth and success in business. Discover the keys to effectively building a brand so that it adds value to the company and connects with customers.
This event will be moderated by Dr. Tomas Gomez-Arias, Dean of the Business School CSU Stanislaus. Panel will be Evan Porges; Prime Shine Car Wash and other well known branded local companies.
Planning for and managing a family business when the economy slows is challenging and stressful. Many experts are currently talking about the next downturn. Family Business Center is hosting this event to provide practical preparation and management plans to keep the company strong in a tough economy. Our Facilitator, Sean Haynes of Agri CFO , will lead the group through practical application tools to help with:
Early identification of a slow down in your industry or segment
Identification of revenue retention and growth opportunities
Financial Analysis of where you can reduce costs
Effective planning and monitoring in timely way to minimize impact
Many family businesses are approached to consider this topic for their business. This session is designed to enable our members to explore the good, bad, and challenges of joining and properly managing the various Insurance Captive opportunities.
Facilitated by Joel Geddes
Most people do not fully understand the emotional connections for how we view money and how it impacts in a far reaching way. This session will be a panel discussion of several experts in financial management and family business.
- Lynn Telford-Sahl, a Certified Money Coach and local counselor that works with Families and the Emotion of Money.
- Kelly Mc Murray, Family Wealth Management, Morgan Stanley who brings the perspective of success and failures in family wealth development and distribution.
Our intention is to have real life "case study" scenarios to discuss the common shortfalls in family and business that cost big money, relationship disruption, and often family disintegration. We want to provide tools for attendees to avoid the pitfalls. The concept is to have open discussions and allow for our members and guests to take the discussion where they feel the need for information.
Annual summer social event to get all the members together in a casual setting for simple networking and getting to know one another. We also encourage inviting other friends and family business owners so they can be exposed to our group and potentially join.
Family Businesses are increasingly targetd by labor attorneys and regulatory agencies for infractions of wage and hour laws. These can involve audits, law suits, fines, and financial summary judgments that are significant. We have developed a dinner panel forum for our members and guests to get first-hand exposure to the issues and risks, how to evaluate your exposure, and how to prepare to minimize negative impacts.
- Kristin Olsen: Stanislaus County Supervisor, Political Communications Consultant, Former CA Assemblywoman
- Heidi LaVoi-Weimer: Single Point Human Resources
- Brett Dickerson: Attorney
1. What is PAGA (Private Attorney General Act) and why is that important to my business?
2. What is an EDD audit and how are they initiated?
3. Why are Labor Board Summons issued and what is the best way to respond?
4. What is Arbitration, should we use it and how is it different from court proceedings?
5. What policies and practices does a company need to have in place to prevent these from happening?
6. How should we prepare ourselves?
**TIME MAY BE ADJUSTED**
Recreational Marijuana is now legal in California. How are businesses handling this new reality? Does this change pre-employment drug testing? What other impacts should be considered? We are intending to do a panel discussion including HR professionals, policy makers, and family business leaders.
Facilitated by Mathew Francis
Advantages and Dis-Advantages; Their Implications on Tax and Succession: The way a family structures a corporation has big impact on taxes, distributions, and asset valuation. This session will be a panel discussion of local legal and accounting professionals with corporate structure and family / corporate tax planning. This session will attempt to bring some clarity regarding impact of new Tax Laws.
This will be a panel discussion led by Mathew Francis to explore ways to prepare current and future younger generations to be active in the management of the company and direction of the family.
Annual winter social event to get all the members together in a casual setting for simple networking and getting to know one another. We also encourage inviting other friends and family business owners so they can be exposed to our group and potentially join.
**THIS EVENT IS BEING RESCHEDULED FOR SOMETIME IN 2018**
People are core to any family business and the relationships among these people can make or break not just a company, but a family. Join us for a facilitated group discussion as we examine common issues and solutions found in managing relationships within your family business. We will walk through question & response style case studies to help facilitate interaction among peer groups.
Additional Information Coming Soon...
Join us for a morning session with Dr. Robert Lorber, best selling author and internationally acclaimed family business advisor, as he facilitates a group discussion about building and sustaining a culture of success in a family business.
7:30am - Light Breakfast
8:00am - VOLT Training Center tour
8:30-10:30am - Group discussion
Dr. Robert Lorber is a recognized Executive, Family and Life Planning Coach. He has worked with individual business leaders and business families to help them lead successful businesses and successful lives.
Dr. Lorber has a PH.D in Organizational Psychology and has worked personally with hundreds of business leaders and families to help them maximize their strengths, reach their potential, and work through life and business transitions.
As a faculty member at UC Davis, he has taught Leadership for over 27 years and as the CEO of The Lorber Kamai Consulting Group, since 1982, his role has been to personally advise and coach business and family leaders.
Bob has written and co-authored six books, lectured all over the world and had been interviewed on numerous TV and Radio Stations.
He is passionate about helping others fulfill their personal and professional lives in leadership, strategy, team building, conflict resolution, succession planning and life planning.
Additional Information Coming Soon...
Family Business Center Central Valley is hosting a Panel Discussion on the topic of developing an effective board and finding the best advisers for your board. Many of our members have an interest in setting up a board but really don't understand how to do it and make it effective.
This session will engage several different family business leaders who have boards, sit on other boards, and have used advisers in a variety of capacities. The lead Facilitator for the session will be Dave Benn, retired Sutter Health Regional President.
Our panel will consist of:
Ron Foster, retired CEO Foster Farms Poultry
Edwin Rizo, Owner Rizo Lopez Foods
Jeff Grover, Owner Solecon
Brad Triebsch, Managing Partner Central Valley Fund
Potential Topics for discussion:
What are the distinctions between a Board of Directors and Board of Advisers?
How do you facilitate / moderate board meetings to get the most value?
What is the value of using a 3rd party facilitator for board meetings and activities?
How many times per year do effective Boards meet?
How is using Advisers / Consultants different from using a board?
How do you use Boards, Directors, Adviser in your organization?
Do you actively participate on Boards for other companies?
How do you compensate Board Members for their time?
If you would like to attend please click on the link below.
Additional Information Coming Soon...
Every Family Business is asked to commit people, time, and financial support to community and philanthropic groups and events. It can be overwhelming.
Family Business Center Central Valley is hosting this event to provide a forum and learning opportunity to discuss how other family business in our community are handling this very important topic.
Marian Kaanon, CEO of Stanislaus Foundation, a recognized and respected expert on this topic, will be our facilitator. In this session Marian will bring wisdom and solutions to the following:
- How can a family business ensure that financial support and commitment of resources align with company and family core values?
- What are some facts and statistics that will help bring a broader understanding to an often emotional topic?
- What are other Family Businesses doing to manage these requests?
- How to set appropriate boundaries and graciously say "No".
Let us know you can't make it
Family Business Center is hosting a CEO Cohort dinner session Tuesday March 21st from 5:30 - 8:00 PM at Concetta.
Our presenters will be two generations of the Monroe Family, owners of Holt of California serving northern central valley. Two generations of Monroe, Ken and Kelsey along with Ryan Beatie 4th generation Cat Dealer Owner will share their story for how the families have begun the planning and implementation of generational transition in a multi-family owned business.
Ken would tell you that they don't have anywhere near all the answers nor all the issues worked through. What they will talk about is how they have begun the journey and what they have learned so far.
This event is for the senior leadership of your family business exclusive of the Next Generation. The environment is intended to allow our CEO cohort to talk openly about challenges they face or questions they have. If you have any questions please don't hesitate to call me.