A Balancing Act: Family and Business Governance
November 20-21, 2014 — Coral Gables, FL

The Biltmore Hotel
1200 Anastasia Avenue
Coral Gables, FL 33134

The Biltmore Hotel for Web Site

For many business-owning families, it’s a balancing act to manage the operations of the company and the dynamics of the family. Being thoughtful and attentive to the needs of both entities can reduce serious breakdowns that lead to disagreements and dissolution. The key is effective, adaptive and integrated governance structures, agreements, policies and practices. What structure do we have in place and is it sustainable over generations? How do we nurture inclusion and improve decision making? What, how and whom do we communicate and educate? What are the appropriate boundaries between the family and the business? Effective governance structures are foundational to keeping the family involved and knowledgeable while keeping the business operating smoothly.

Breakout sessions and keynote speakers will address both the family side and business side including; communication between the family and the business, decision making mechanisms, developing a board and compensation, transitioning leadership, shareholder education and engaging unengaged family members.


Featured Speakers

Eric Allyn Headshot eBlast
Eric Allyn, Co-Chairman, Board of Directors
Welch Allyn Inc., 4th Generation Owner

Evolving Governance and Protecting the Company Culture — Transitioning from a family owned and managed business to family owned with outside management can be tricky for the family and the business. It presents a multitude of issues to solve while focusing on retaining and protecting the company culture. Join us to hear the Allyn family story, the impact on communication between the family, the business, the board, and how they incentivize to maintain a long-term perspective.


Ernest Patterson Headshot eBlastErnest Patterson, Director of Shareholder Relations
Brown Forman Company, Non-family Member

Campbell Brown Headshot eBlastCampbell Brown
Brown Forman Company, 5th Generation

Improving Cross Communication and Shareholder Relations — Non-family members can balance the company’s need in a different way while adding unique value to the family. Join us to hear Ernest Patterson share his experience in the role of Director of Shareholder Relations for Brown Forman Company. Campbell Brown, a 5th generation family member, will also provide the family’s perspective and provide context around the decision to hire for this position and how it has helped add value to the family/company system. Learn about the benefits and pitfalls of this important role as brand manager for the family and how Ernie, in partnership with key family members and company executives, has been able to successfully navigate the family/company interface, advance shareholder education and improve communication between the entities.


Joe Perrino Headshot for eBlastJoseph Perrino, CEO
Home Run Inn Pizza, 2nd Generation

Governance By Design: Empowering the NextGen — With an evolving family and the desire to set the next generation up for success, Joseph Perrino, CEO of Home Run Inn Pizza is taking a unique approach to redesigning and formalizing governance. Joe will share his family story and how he is shifting from a central decision-maker approach to a shared governance structure at the same time, focusing on supporting and developing the next generation to lead the family and the business. Join us along this journey to hear the accomplishments and the struggles of letting go and letting others lead.


Alexis Echavarria HeadshotAlexis Sabet Echavarria, New Business Platform Leader
Corona Group, 4th Generation

Building Bridges Between the Family and Business — Summary: Some family decisions and governance structures strengthen the bond and unite the family and the business, while others may cut off the emotional tie and connection between the two.  Join us to hear Alexis Sabet Echavarría, 4th generation share his family’s story and a pinnacle decision.  This decision and certain circumstances may have created distance and detachment between the family and the business, specifically in the younger generation and those to come.  He will discuss his personal family business philosophy and the actions he is taking to restore re-engagement in his family’s business, in view of ensuring the family legacy, commitment to the company, and to their country.


Preston Root HeadshotPreston Root, President, Family Board of Directors
Root Company, 4th Generation

Successful Family Governance With Two Boards — Family governance is an ultra-complex issue. Preston Root, 4th generation of the Root Glass Company which designed and patented the original Coke bottle, will explore a successful governance model that has worked in his 115-year old family enterprise. Join us as Preston explores how the family balances the two and communicates with the boards along with challenges and lessons he’s learned about family governance.



FBN-NA Social Event

Sasser PMS Logo_3
We are pleased to announce that Sasser Family Holdings will be hosting a lovely evening of networking Thursday evening, November 20th at the premier Palme d’Or restaurant. Palme d’Or is one of the premier dining establishments in Coral Gables. With the kind sponsorship of the Sasser Family, we have been able to reserve the restaurant for our social event.

NxG Social Event

We are also excited to host a NxG Cocktail Social on Thursday evening, November 20th.
Please join us and take this opportunity to interact with your NxG peers to exchange ideas!


Printable Version

Miami Schedule - Nov 20-21 Revised #5



Register Today! Only 5 registration spaces left!!!
Registration for our forum in beautiful Coral Gables, FL is on a first-come, first-served basis.

To register online, click HERE, or use the printable form.
Fee: $950 Members / $1,550 Non-members

Book Your Hotel Room Now!
Our special FBN-NA rate of $269/night (plus $22/day resort fee) at the Biltmore Hotel is ending! To book your reservation, please call (855) 311-6903 or toll free (877) 576-0793 weekdays 8:00am – 10:00pm and weekends 8:00am – 5:30pm Eastern Time and ask for the special group rate for Family Business Network – North America (FBN-NA) with reference code 4578.

Miami International Airport is located 6 miles (15-minute drive) from The Biltmore Hotel. Please click HERE for directions and more information on hotel transportation services.

If you have questions about this program, please email Deb Cooper at dcooper@fbn-na.org.