Learning Opportunities

Preparing for Board Service

March 13, 2019
1:00 PM - 5:00 PM

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La Valencia Hotel
1132 Prospect Street
La Jolla, CA 92037





Joining your family business board is an honor, a privilege and an opportunity.   Some people are thrown in at the deep end and some go through rigorous development cycles and still aren’t prepared for the responsibility.  Join this workshop to better understand the roles and responsibility and how to can make a positive impact for your family and family enterprise.  We will examine the intersection of business strategy and family strategy. Learn how they work together to accomplish family goals and perpetuate the family legacy.  Bring your questions for the panel and get insight and differing perspectives on family and business issues at the board level.


  Andrew Keyt            Jennifer Muntz       Dianne Felton       Jeff Stiefler


Understanding Roles + Discovering Personal Fitness

- Role of the Board of Directors
- Function of family on the Board
- Characteristics of good board members and how they contribute
- Critical competencies and behaviors of family board members
- Assess your skills and abilities

Intersection of Business + Family Strategy

- Importance and development of business and family strategy
- Formulating a family strategy and strengthening cohesion
- Strategy implementation across the Family Enterprise
- 5 things that deter implementation and how to overcome them

Board Panel: Successes + Challenges of Board Service

Hear first-hand from a diverse panel comprised of a NxG serving on the board, a seasoned family board member and a board member of public companies.  Join us to delve into some sticky family and business situations and the board's role to resolve them.  We will be able to compare and contrast perspectives from private companies and public companies to deepen our learning. We will discover success factors for family boards and new board members.  Bring your questions and get advice from people who have “been there”. 


$300.00 Member Ticket

$500.00 Non-Member Ticket