Friday, May 16, 2014
8:30 - 9:15 AM Breakfast l Welcome and Introduction
9:15 - 10:15 AM Overview l Issues and Dynamics of Family and Closely Held Businesses
What are some of the common issues faced by family and closely held businesses and how can you prepare for them? Understanding the financial, management and communication challenges that are common to family businesses will help your business grow and scale.
Alfred E. Osborne, Jr. | Senior Associate Dean and Professor, UCLA Anderson School of Management
10:15 - 10:45 AM Break
10:45 - 12:30 PM Discussion l Engaging the Next Generation of Leadership
Thousands of family and closely held businesses around the globe are preparing for a generational transition - often without a clear leader in place. Learn how you can successfully manage through this stage of the business life cycle.
Larry King | Speaker and Consultant
12:30 - 1:30 PM Lunch and Speaker l Innovation
Nolan Bushnell | Founder of Atari, Chuck E. Cheese, Brainrush and 20 other companies
1:30 - 3:15 PM Expert Panel l Important Conversations
There are times when you need to have tough conversations about sensitive family and business issues. What is the best way to do so? Learn some effective communication strategies from this panel of advisors and business executives.
Paul E. DeLauro | Senior VP/Manager, Wealth Planner, City National Bank
Renee Griffiths | Principal, Mercer H&B Executive Benefits
Tim Lappen | Founder & Chairman, Family Office Group, Jeffer Mangels Butler & Mitchell LLP
Moderator: Jeff Scheinrock | Lecturer, UCLA Anderson School of Management and President & CFO at Originate
3:15 - 3:45 PM Break
3:45 - 5:00 PM Case Study l Managing for Healthy Family and Employee Relationships
Not every member of the family will join the family business, and those who do may play very different roles. This discussion will explore how one family handled these issues.
Margaret Shih | Professor, Management and Organizations, UCLA Anderson School of Management
5:00 - 6:00 PM Wrap-up and Social Hour
Saturday, May 17, 2014
8:00 - 8:30 Breakfast
8:30 - 10:15 AM Case Study l Financial Goals for the Business and the Family
Some family members want to use the family business to maximize their personal cash flow, while others realize the value of reinvesting for future value. What is the optimal approach for your family?
Matt Ridenour | Lecturer, UCLA Anderson School of Management and Operating Partner at The People Fund
10:15 - 10:45 AM Break
10:45 - 12:30 PM Business Owner Panel l Improving Economic Performance
There are many ways to improve the performance of your business. Some involve finance techniques, while others involve operations and human resources. From pricing to capital structure, productivity improvements to cost cutting measures, this panel will share their time-tested approaches to a better bottom line.
Moderator: Alfred E. Osborne, Jr. | Senior Associate Dean and Professor, UCLA Anderson School of Management
12:30 - 1:30 PM Lunch and Speaker l Entrepreneurship
Jim McCarthy | CEO and Co-Founder of Goldstar Events Inc
1:30 - 3:15 PM Panel l Effective Corporate Governance
This panel will share the goals and objectives of developing effective corporate governance strategies for family and closely held businesses. Learn how to build a board of advisors or directors, their roles and functions, and how they can improve the performance of your business.
Carmen Bianchi | Founder, Carmen Bianchi Family Business Associates
Dr. JoAnne Norton | Consultant, Family Business Consulting Group
Adam Uttley | Tax Partner, KPMG
Moderator: Carla Hayn | Senior Associate Dean for the Fully Employed MBA and Executive MBA Programs, Professor, UCLA Anderson School of Management
3:15 - 3:45 PM Break
3:45 - 5:00 PM Next Steps l The Family Business Improvement Plan
A well crafted strategy and goals, followed by an action plan are essential components to improving key areas of your business. Learn the basic framework to developing your own Family Business Improvement Plan with this step by step approach.
George Abe | Lecturer and Faculty Director, Strategic Management Research Program, UCLA Anderson School of Management
5:00 - 5:30 PM Conclusion l Closing Ceremony and Certificate Presentation
5:30 - 6:30 PM Reception l Hors d'oeuvres