Learning Opportunities

Building Resiliency in Family and Business

September 28, 2017 7:00 AM to September 29, 2017 2:00 PM

The Westin New York at Times Square
270 West 43rd Street New York
New York, NY 10036
Venue website

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Sustaining a multigenerational family enterprise is both an art and a science. How do thriving families achieve longevity? What are the challenges and key success factors to instilling resiliency in your family members, your business, and family enterprise? How do families overcome obstacles and continue to build family unity across generations?

Join families like yours in New York City to explore the role of communication, the balance between process, structure and freedom. Hear personal and family stories from your closest peers that will help you manage and succeed through the challenges of family and business complexity.

As part of this forum, NxG attendees will have a special learning experience dedicated to building personal and business resiliency.

Attend this FBN Family Forum to be part of a unique and distinctive experience you won’t find anywhere else.

  • 90% of our speakers are your peer family members. You will hear real stories, trials and tribulations, first-hand.

  • We have amazing members who candidly share personal stories, give advice and want to help you succeed.

  • The networking and relationships built within our community are unparalleled to other groups and organizations.

  • You will be in a solicitation-free environment – free from sponsors and advisors.

Pre-Forum Workshop

Accounting is the language. In this hands-on, interactive workshop we demystify the language. You learn about accounting and the related terms and concepts by “engaging in” not “listening to” a financial analysis of a real company.  Next, we explore the often-complex decisions families must make for proper stewardship of assets and business continuity.  Does the company have the financial resources to accomplish its strategy?  How diversified is our funding? We will cover aspects of business finance – operating, investing, financing and learn how business strategies drive business success and net worth.

Participants will also gain an in-depth understanding of financial statements and what’s behind the numbers.  You will learn financial statement analysis skills and questions to ask when reviewing Income Statements, Balance Sheets and Cash Flow Statements with regard to business strategy.

Workshop presented by Tom Zeller, Quinlan School of Business, Loyola
Facilitated by Jennifer Muntz, Executive Director, FBN-NA

$300 Members | $500 Non-Members
(Fee and registration for this workshop is separate from the Forum.)
Click here to register for this pre-forum workshop. Thank you.

New York Logistics

Reserve your room now.
Click to reserve your room at the Westin New York at Times Square.
Group rate available until September 8 (subject to availability).

With a stay at The Westin New York at Times Square, you'll be centrally located in New York, steps from Foxwoods Theatre and minutes from Times Square. This 4.5-star hotel is close to Broadway and Frames Bowling Lounge.

Getting There and Around Town
Click for Airport info.

Featured presenters

Session Title:
Decision Points of a Resilient Family

Thierry Peugeot
Etablissements Peugeot Frères

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How does a family sustain itself for over 200 years?  How does a family wrestle with the strategic needs and challenges facing their business, and the financial needs of the family? Join this session to hear Thierry Peugeot, of Etablissements Peugeot Frères, share the story of how his family company (started in 1810) moved from coffee milling, to bicycles, and into the Automotive industry.  Etablissements Peugeot Frères is the 2nd largest car manufacturer in Europe, produces over 3 Million cars annually, and has over 58 Billion in sales.

There have been several pivotal family decision points in the last 200 years that have challenged the future of the family and the family enterprise.  Thierry will share how his family chose to move from the bicycle industry to the car industry, how and why the family chose to re-build following World War II when their plant was stripped of its equipment by the Germans as they retreated, and how they are dealing with the current challenges of a capital intensive, ever-changing automotive industry. 

Session Title:
Building Family Strength and Resilency

Family Resiliency: The family’s ability to withstand and rebound from crisis and prolonged adversity, and become strengthened and more resourceful.

Maintaining family unity and cohesion is perhaps one of the biggest challenges in keeping a family together over time.  Why does one family succeed in working together to overcome challenges, while another spirals into conflict and infighting?  Learn what strengthens family relationships to allow families to endure through challenges and crisis.  During this session Andrew Keyt & Fredda Herz Brown will explore how families can build the resiliency and strength to overcome the inevitable challenges of being in business together.   

Fredda Herz Brown, PhD
Relative Solutions

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Andrew Keyt

Andrew Keyt

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Session Title:
Maintaining Family Connections and Business Success through Litigation

As much as we would try, we cannot always resolve the conflicts that arise in a family business.  How do you hold a family and a business together when a family member sues the company?  How do you keep the remaining family connected as you seek to address the very real legal challenges being offered by the litigating family members.  Our panel will share their stories of how they seek to keep the family connected and the business moving forward, while the legal issues move through the litigation process.


                          Domingo Such
Brooke Miller Hice                   Bret Snyder                         Domingo Such
Attorney                                    Chair of the Board              Partner
Heidelberg Distributing Co.    W.L. Gore                            Perkins Coie LLP

        Read Bio                                 Read Bio                            Read Bio

Session Title:
Blind Spots: Identifying Major Risks to Your Family Enterprise 

As family businesses evolve across generations and into diversified enterprises, owners are challenged to identify and address risk in the corporate entity, trusts, partnerships, investments and look within at family risk.  Join this session to hear from risk experts, Jonathan Crystal and Linda Bourn of Crystal & Company.  They will share some blind spots and insights they’ve experienced working with multi-generational families and share some best in class processes and practices.  They will explore how to establish a long-term plan, an emergency preparedness plan, how to involve family members, and the unique risk of serving as a trustee.

Jonathan Crystal                    Linda Bourn
CFO & Exec Vice President   Executive Managing Director
Crystal & Company                Family Enterprise Risk Management

      Read Bio                            Read Bio

Session Title:
Family Business Trust: Driving Longevity through the Family Trust Advantage

With only 30 percent of all family-owned businesses surviving into the second generation and only 12 percent lasting to the third, family business resiliency and longevity remain critical concerns for family business leaders. According to research from the 2017 Edelman Trust Barometer, family businesses remain the most trusted form of business globally. However, the recent waves of populism coupled with persistent concerns around the influence of the wealthy and uncertainty created by an ever-evolving social and business landscape put this trust advantage at risk. Today more than ever, consumers, governments and stakeholders are demanding to understand the value a company creates and the ideas they stand for – making strategic communications a core strategy to family business resiliency.

In this session, Richard Edelman, the second-generation leader of the world’s largest communications marketing firm, and Justin Blake, Edelman Global Lead for Family Enterprises, will share results from the 2017 Family Business Trust survey and discuss strategies for protecting and enhancing family business trust and longevity. The 2017 Edelman Trust Barometer is a comprehensive look into the drivers of and challenges to family business trust and long-term success. Results will specifically reveal expectations of family companies and the families that lead them; insights around the perception of wealth and most meaningful philanthropic efforts; and perceptive on how to best prepare and credential next generation leaders.

  Richard Edelman          137
   Richard Edelman                Justin Blake
   CEO, Edelman                     Global Lead, Executive Positioning
                                                 and Family Enterprises, Edelman

        Read Bio                             Read Bio

Session Title:
Staying Relevant and Resilient in Turbulent Times

The pace of change in our business and family environments is increasing every day.  Keeping a family unified and committed to the business, as the strategic environment for the business changes rapidly, can be incredibly challenging.  Nowhere has that been more prevalent than the media industry.  On day one of the Family Forum, Andrew Keyt will interview Michael Greenspon, General Manager - News Services and Print Innovation at the New York Times, and discuss how the Times is adapting in a challenging business environment, how the family maintains its commitment to the New York Times’ mission, and how they strategically plan for the family to lead the business.


  Michael Greenspon, General Manager
  News Services and Print Innovation, The New York Times

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Session Title:

"I had a different plan, but things didn't quite go that way."
"Everyone is very happy. Or maybe just no one has the courage to say anything."
"If you've seen one family business, you've seen one family business."

What is it about family business that stirs our emotions, makes us stop from time to time and shake our heads in amazement and that often confuses and ‘confuddles’ us as much as family business does. An honest, poignant and often humorous look at some actual family business quotes, their context and what me might learn from them.


  Daniel Van Der Vliet
  John and Dyan Smith Executive Director
  Family Business at Cornell University

  Read Bio



$950.00 Member - First Attendee

$900.00 Member - Additional Family Attendee

$1,450.00 Non-Member - First Attendee

$1,400.00 Non-Member - Additional Family Attendee