>>January 9-10, 2015

Location: UCLA Faculty Center
480 Charles E Young Dr W  Los Angeles, CA 90095 (310) 825-0877  http://facultycenter.ucla.edu/About-Us/Directions.aspx



The Steinbeck Family Business Seminar is held bi-annually and covers fundamental considerations in leading and governing an effective and profitable family-owned or other closely-held enterprise. 

At a Glance:

Friday, January 9, 2015

 8:30 - 9:15 AM  Breakfast \ Welcome and Introduction 

9:15 - 10:30 AM  Overview \ Thinking Strategically about the Family and the Business
Family and closely held businesses can be problematic and present both opportunities and challenges to owners, managers and family persons.  What conceptual frameworks exist to sort these issues and align these stakeholders given the economic reality of the business enterprise?  

10:30 - 11:00 AM  Break

11:00 AM - 12:30 PM  Expert Panel \ The Balance between Tax Planning and Financing Considerations
Concerned about taxes for your business?  How can you reduce or defer taxes?  How does it affect my cash flow?  We will discuss legislation tax changes, deferrals, and accelerated deductions to accomplish family goals while keeping cash flow and leverage in mind for financing.  

12:30 - 1:45 PM  Lunch and Speaker \ Innovation

1:45 - 3:15 PM  Expert Panel \ Strategic Financial Planning
Do you want to ensure liquidity for the family?  Diversify your interests and identify acquisitions?  Without a defined plan for the future, businesses may fail to take important steps to maximize a liquidity event.  We'll share how to position the company well for the best possible outcome.

3:15 - 3:45 PM  Break

3:45 - 5:00 PM  Discussion \ Buy or Lease Real Estate for the Business
What factors should you consider?  Buying or leasing is more than a financial decision.   For some, it can also be used as an estate planning opportunity.  

5:00 - 5:30PM Summary Takeaways 

5:30 PM   Wrap-up and Social 

Saturday, January 10, 2015

     8:30 - 9:15 AM  Breakfast 

9:15 - 10:30 AM  Case Study \ Succession and Fit
Succession planning may be the most difficult challenge the business faces. Yet careful planning can also be a great opportunity to create a multi-generational business that continues the family mission and values.

10:30 - 11:00 AM  Break

11:00 AM - 12:30 PM  Best Practices for Managing Family Balance in the Family Business
What are the best practices for effective management of all stakeholders in a closely held enterprise? Family business researchers have learned the most effective ways of ensuring success in the family, the business, and the ownership.

12:30 - 1:45 PM  Lunch and Speaker \ Conversation about Entrepreneurship and Growth in a Family Business

1:45 - 3:15 PM  Panel \ Business Owner Panel
This panel will share the goals and objectives of developing effective corporate governance strategies for family and closely held businesses. Learn how they can improve the performance of your business. 

3:15 - 3:45 PM  Break

3:45 - 5:00 PM  Closing \ Good Governance and the Family
Do you need help with a governance structure or outside consultants to act as trusted advisors?  The family ensures its future by satisfying the expectations of family members as well as non-family stakeholders.  Communication is key within the family as well as the family and the business. 

5:00 - 5:30 PM  Summary Takeaways 

5:30 PM   Conclusion \ Closing Ceremony and Certificate Presentation
Reception \ Hors d'oeuvres

* Subject matter may change based on admitted participants.  


Seminar candidates should be owners and C-Level Executives of family and closely-held businesses and select family members, as appropriate.  Companies should have a minimum of $5 Million in topline revenue. There is a preference for operating companies, preferably in manufacturing, construction, distribution and retail. Service businesses such as food services or healthcare providers (other than professional service providers), are encouraged to attend.


The discounted rate of $1,250 is for each participant. Each enterprise may have up to three participants. The special rate is made possible by the Steinbeck Family Business Endowment and our sponsors.


          Graduates of the seminar will receive a certificate as well as 5 hours of complimentary consultation from the family business experts that serve as our           sponsors.


If you have any questions, please email entrepreneurial.studies.center@anderson.ucla.edu or call (310) 825-6368.  

Presented by the UCLA Price Center and in association with the Steinbeck Family Business endowment and sponsors.                                           

City National Bank


KPMG Mercer