>>January 9-10, 2015

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? 
Alfred E. Osborne, Jr. \ Senior Associate Dean and Professor, UCLA Anderson School of Management

10:30 - 11:00 AM     Break

11:00 - 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.  
Scott Vance \ Tax Principal, Washington National Tax - Income Tax and Accounting, KPMG
David Park \ Senior Vice President & Head of Business Banking, City National Bank
Moderator: Eric Sussman \ Senior Lecturer in Accounting

12:30 - 1:45 PM      Lunch and Speaker \ Innovation
Jeff Green \
Founder and CEO of The Trade Desk, Inc.
Jeff Green has started two companies that were innovators in the advertising industry and named "Best Places to Work" because employees can strike the ideal balance between work and play.  Jeff will share his experience at his startups and Microsoft, which acquired his first company.  

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.
Tim Lappen \ Founder & Chairman, Family Office Group, Jeffer Mangels Butler & Mitchell LLP
Chris Crawford \ Senior Vice President, FINPRO, Marsh and McLennan Companies
Moderator: Alan Kleinman \ Co-Founder and President, Meritus Payment Solutions

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. 
Eric Sussman \ Senior Lecturer in Accounting

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.
Margaret Shih \ Professor, Management and Organizations, UCLA Anderson School of Management

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.
Dr. JoAnne Frese Norton \ Consultant, The Family Business Consulting Group

12:30 - 1:45 PM  Lunch and Speaker \ Conversation about Entrepreneurship and Growth in a Family Business
Madelyn Alfano \ Founder and President,
 Maria's Italian Kitchen

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.  
Alfred E. Osborne, Jr. \ Senior Associate Dean and Professor, UCLA Anderson School of Management

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.