Learning Opportunities

Family Forum: Nurturing Family Engagement Across Generations

November 08, 2018 8:00 AM to November 09, 2018 3:00 PM

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Rosewood Mansion on Turtle Creek
2821 Turtle Creek Blvd
Dallas, TX 75291
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family forum:
Nurturing family engagement across generations

november 8-9, 2018
rosewood mansion on turtle creek, dallas, Texas

Click here to view agenda

Please Note:
Our Hotel Room Block at the Rosewood Mansion is sold out.
Please contact Kyle Hills for personal assistance to book a room at the best rate. 
khills@fbn-na.org or (815) 806-4908

Family engagement is rooted in family values and culture, is nurtured through genuine communication, and is displayed in the family business and family enterprise. The theme of the Family Forum in Dallas is “Nurturing Family Engagement Across Generations”.  Some families have been successful in this effort and some strive to improve in this area.  Join us to learn from other families and top experts in the field.

Making Your Family Business Succeed Across The Generations - Mitzi Perdue

We all know the shirt sleeves to shirt sleeves adage and are working hard to overcome it.  Mitzi Perdue believes the family’s culture is a determining factor in whether a family business continues to be family owned. As a member of both the Sheraton Hotel and Perdue Chicken families, she has a plethora of family business experience.

Join us as Mitzi reveals some of the attitudes and approaches that Frank Perdue and Ernest Henderson (her father and co-founder of the Sheraton Hotel Chain) used to foster a strong family culture of inclusion and engagement. She will share some practical techniques and strategies to create a family culture that supports family members and increases family engagement.  (Read Bio)

It’s a Family Tradition: Family Engagement Practices - Sue Rhomberg

Family values and culture are the foundation by which families build great businesses, develop responsible owners, stay unified and become multigenerational enterprises.  Join this session to hear Jennifer Muntz, Executive Director of FBN and Sue Rhomberg, former Schmid Family Council Chair of Crescent Electric Supply Company explore the intersection of culture and family engagement.  Sue will share her family story and highlight key aspects that helped her family and family business thrive for the past 100 years.  In this interactive session, participants will reflect on and discuss their own engagement practices and family traditions.  Come learn from the collective knowledge in the room and walk away with great ideas to apply to your family and inspire them for generations to come.  (Read Bio)

Philanthropy as a Family Affair - the Business is One Member of the Family - John LaFleur

Philanthropy can be a means to deepen family relationships, business relationships and involve family members who may not have an active role in the family enterprise.  We will uncover challenges faced by family business leaders and family members around family and company philanthropic giving and how to make them both inclusive.  What are some strategies and approaches to embrace multiple generations, multiple causes and bring family together?  As part of the discussion, we will share examples and practical ways philanthropy can keep things close or ‘sticky’ within the family unit.  (Read Bio)

Uncovering the Role of Women in Family Business - Dominique Otten-Pappas

Women are playing a more important and active role today in family businesses then in the past.  More and more women sit at the board table and take on leadership roles in the family and the family enterprise. In these official and unofficial roles, women can assume the responsibility of harmonizer, negotiator, and advocator.  Join this session to hear Dominique Otten-Pappas, 3rd generation of Famos,  share her research findings, personal experience and practical ways to engage woman in leadership roles.  (Read Bio)

Leadership Lessons for NxGs - Andrew Keyt

This presentation reveals the stories of family business legends including Massimo Ferragamo, Bill Wrigley Jr., Christie Hefner, and John Tyson to find out how they overcame the challenges successors commonly face. He shares how great business leaders are guided by the company interest rather than their ego. They are able to admit and react to failures and forge ahead when it benefits the company. Vulnerability is a key trait and there is no shame in acknowledging mistakes and learning from them in order to make better decisions for the future success of the organization.   (Read Bio)

Crowdsolving: Engaging the Vermeer Family - Grant Vermeer

As family members and family businesses, we face similar yet different issues and challenges.  In this interactive session, Grant Vermeer will share the challenge they are currently facing to reach highest levels of family  engagement.  Your help can consist of a referral, information, support or additional ideas. Put on your thinking cap for this session.  (Read Bio).




Top 3 Reasons to Register Now

  • Experience “the ultimate safe space” for families - without advisors or service providers in the room.
  • Discover your peers, build relationships and learn from other families who have “been there”.
  • Enjoy the “FBN Experience”– a fun, collaborative and engaging learning community.

Topics and Program Features

  • Social Media tips and ways to keep your kids safe
  • Family culture and the impact on participation and engagement
  • The “best of shareholder communications”
  • Family and corporate philanthropy strategies
  • How to engage NxG in the Family Enterprise
  • Fun, member hosted social event –  Taste of “Real Texas”
  • Memorable social outing to see cowboys, horses and a cattle drive




$950.00 Member - First Attendee
$850.00 Earlybird rate before September 1

$900.00 Member - Additional Family Attendee
$800.00 Earlybird rate before September 1

$1,450.00 Non-Member First Attendee
$1,350.00 Earlybird rate before September 1

$1,400.00 Non-Member - Additional Family Attendee
$1,300.00 Earlybird rate before September 1