Catch the Wave: Innovative Families and Family Businesses

September 22-23, 2014 — San Jose, CA

Dolce Hayes Mansion
200 Edenvale Avenue
San Jose, CA 95136

Innovation is the catalyst that grows family businesses and nourishes families now and in the future. 61% of CEO’s surveyed by PriceWaterhouseCoopers say innovation is a priority in their business. Innovation is sharply linked to positive changes in business productivity, efficiency, quality, competitiveness and market share. Families who innovate within the family system also experience positive changes of improved communication, better decision making, alignment of interests, improved relationships and overall family sustainability.

Join us for this two-day conference as we explore how families manage innovation as a business process within the family and the family business. Topics include innovation in the following areas: organizational development and governance, business processes, legal structures, investments, and preparing the NextGen.

REGISTER HERE online, or by using this printable form. Registration is filling up quickly and ends September 3, 2014!
Registration is on a first come, first served basis. Registration fee: $950 Member / $1,550 Non-member


Ori Brafman Image - Rounded cornersFeatured Speaker: Ori Brafman
Harnessing Chaos and Sparking Innovation

One of the most powerful ways to drive business growth is through innovation. Join us as Ori Brafman, renowned organizational expert and author of The Chaos Imperative and The Starfish and the Spider shares his insights on sparking innovation, and how to benefit from bringing organized chaos in to any organization. Ori will share tips and strategies used by big companies and individuals to gain clarity through chaos and spark organizational innovation.

Jim Ellis PicFeatured Speaker: Jim Ellis

Creating Value: The Heart of Innovation
In today’s world, we look for something new with value. Whether a product, a direction, or a graduate degree, it does not matter. Jim Ellis is the Dean of the University of Southern California Business School, an in-law in the Galvin family of Motorola and serial entrepreneur. Join us as Jim shares his vast experience with creating value and sparking creativity and innovation on both the business and the family side. He will share ideas and tips regarding how to look at the business and family differently to achieve break through results.

David Batstone Headshot FormattedFeatured Speaker: David Batstone

Change by Design: Sustainable Models in Philanthropy
The philanthropic and impact investing landscape are changing dramatically. Is there a boundary between them or is it more of a spectrum of social good? Join us to hear David Batstone, founder of Not For Sale, share how he integrates business entrepreneurship and investment expertise to benefit the social problem of human trafficking. David is passionate about this social cause and solving social problems by scaling for-profit companies that embed social and environmental values into the organizations’ DNA. He will explore the theory of change and innovation as it relates to philanthropy.

Rob & Diana Jensen CroppedFeatured Speaker: Rob Jensen

September 22 Social Event—6:00 pm
Rob will welcome us to Testarossa winery and share with us his journey from where Testarossa began in their garage in 1993, to today’s national prominence. Rob, a fourth generation Northern Californian, developed a passion for winemaking, its past, present and future, through extensive travel to Europes’ great wine growing areas, combined with living in Italy during his university days. This fueled his interests, and eventually led to the founding of Testarossa Winery.

Although his degree is in Electrical Engineering, with a minor in Italian language and culture, Rob has studied grape growing, winemaking and chemistry at the renowned School of Viticulture and Oenology at UC Davis. during Rob’s nearly twenty year high-tech career, he held several sales and marketing positions in pre- and post-IPO companies in Silicon Valley. In October 2001,rob  left high-tech to follow his dream and work full-time at the winery. His technical background, love of the arts, and business experience made it a natural for him to dive headlong into the wine business, an industry that is equal parts science and art.


Edouard Thijssen Headshot for Web SiteFeatured Speaker: Edouard Thijssen
Entrepreneurship for Long-Term Family Success
Entrepreneurship is at the center of both creating and sustaining family wealth.  Our speaker, Edouard Thijssen, 5th generation member of the family behind the Aliaxis Group, will spark your thinking around creating an entrepreneurship system in your family.  He will share his own family experience as well as his entrepreneurial journey as co-founder of TrustedFamily, a technology platform he built for his family after attending his first FBN event back in 2006. He will present practical ideas of how you can get your family to adopt, maintain and transmit an entrepreneurial mindset amongst family members.


Steve Raymond HeadshotFeatured Speaker: Steve Raymond
“Sharing Success” Session
Steve is the third generation of Raymond Corporation and is currently President of Raymond Handling Concepts Corporation.




Information Through Exchange Series
In the spirit of innovation and sharing the wealth of knowledge within our FBN community, we have developed an Information Through Exchange series focused on supporting and strengthening families through information exchange. This “Seeking Solutions, Sharing Success, What-If” concept will prove to spark innovation and creativity within families and family businesses.

Featured Speakers

Caroline Bailey – E. & J. Gallo Winery — Caroline is a third generation Gallo family member with 18 years of experience in sales, marketing, communications and public relations in her family’s business. She’s also the co-chair of her family council.

Sarah Richmond – Dawn Foods — Sarah is the Director of Dawn Foods Foundation and the chair of her family’s steering committee.

Susan Kolavo & Renée Botelho – Ed Miniat LLC— Susan and Renée are fourth generation Miniat Family members. They both serve as Shareholder Liaisons to their family and family business.

“Seeking Solutions” Session
— Family businesses face similar yet different issues and challenges. In this session, we will share family business challenges and “ask”, or “seek” for your help. Feedback can consist of a referral, information, support or additional ideas. Our goal is to learn from the experience of others.

“Sharing Success” Session
— Wins, rather large or small, should be shared and celebrated! In this session, we will share accomplishments others can learn from or concepts others are excited about. This could be a new project, plan, or contribution made.

“What If” Session
— What if Putin took over the Ukraine? What if there was a dramatic change in tax law? What if we lost all connectivity around the world? In this session we will take a forward thinking approach to macro-environmental issues that could affect family businesses. Our goal is to move beyond our comfort zone and consider possible futures.

Schedule (Printable Version)

San Jose Agenda - Page 1
San Jose Agenda - Page 2

Book Your Hotel Room(s) Now!
Looking for a place to stay during the conference? A special rate of $199 / night has been secured at the host hotel, the Dolce Hayes Mansion. To make your reservation, click HERE, or call (408) 362-2331 and ask for the special group rate for Family Business Network- North America. September is prime tourist season and our room block is almost full!
Please book your reservation by September 3, 2014.

If you have questions about this program, please email Deb Cooper at