Learning Opportunities

Taking Stock: Governance, NxG + The Family Enterprise

March 14, 2019 8:00 AM to March 15, 2019 3:00 PM

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La Valencia Hotel
1132 Prospect Street
La Jolla, CA 92037
Venue website


Our hotel room block is now closed.
Please contact Kyle Hills at [email protected] or 815-806-4908 for assistance.




Experience the ultimate safe space for families; build relationships and learn from other families at the FBN Family Forum in La Jolla, California.

In these uncertain and ever-changing times, families are assessing and evaluating their entire enterprise from business operations and financial position to family governance and developing the NxG. Families are taking a thoughtful approach to create new ideas and carefully craft plans to take their family and their legacy to the next level.

Join us in lovely La Jolla to engage in meaningful conversations with experts and your peers on liquidity positions and dividend policies, outsourcing positions typically held by family members, creating new governance structures, family and community develpment and more!


  Jenna Juday        Bryan Miller      Mary Nicoletti    Chuck Stetson    Bobby Stover    Jeff Wickham    Arthur Woods
FBN Family Forum Speakers and Sessions.

It's Not All Work in a Conference Room

A hallmark of FBN Family Forums is the opportunity to meet and network with other families in a variety of ways.  We open with a community exchange session where we learn who’s in the room.  This sets the tone for authentic and genuine dialogue throughout the 2-days. 

Hosted by a family who wishes to remain anonymous, we will enjoy an incredible social event at the Brockton Villa, overlooking the La Jolla coastline at sunset.  You don’t want to miss this and the opportunity to engage in meaningful conversations.

We will visit Birch Aquarium at Scripps Institution of Oceanography.  As part of the experience, we will learn about the impact and contributions of business families and community leaders, like newspaper tycoon, E.W. Scripps and philanthropist, Ellen Browning Scripps on the La Jolla area.

NxG Only Activities

On Wednesday evening, mix and mingle at the “Champagne and Oyster” Reception at the lovely La Valencia Hotel.

Continue networking with your peers on Thursday for cocktails before our Family-hosted social event.  We will enjoy an incredible experience overlooking the La Jolla coastline at sunset.

The Chair of the NxG Community, Jamie Tucker, has graciously offered to host a walking food tour for the NxG Community on Friday afternoon. Explore the best eats and drinks in downtown San Diego.  Colorful stories shared by your guide will make the history of San Diego come to life on this 2.5 hour excursion.

Remark from a Past Attendee:

“I attended the Family Forum in La Jolla and thought it was an invaluable experience. My favorite part was just hearing everyone's stories and experiences.  It was a fantastic experience and I look forward to the next one.”  - Anonymous NxG Family Member




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

$900.00 Member - Add'l Family Attendee
$800.00 Earlybird rate before February 1

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

$1,400.00 Non-Member - Add'l Attendee
$1,300.00 Earlybird rate before February 1