Learning Opportunities

The Impact + Spirit of Enterprising Families

September 19, 2019 8:00 AM to September 20, 2019 3:00 PM

Add to Calendar

Kimpton : Hotel Palomar Philadelphia
117 South 17th Street
Philadelphia, PA 19103
Venue website


Our room block is now closed.  If you need assistance with booking a room, please contact Kyle Hills at [email protected] or 815-258-7951.

Families and their businesses have a profound impact on our country, our environment, our communities and the lifestyles of hundreds of thousands of other families.  The values and culture of families and their businesses create a spirit of optimism, hard work and the desire to have greater impact for future generations of families on this planet.

Join the FBN Family Forum to learn strategies that foster entrepreneurship in families, several case studies exploring unique ways family businesses create impact and how families are using their family office for the greater good.


Scott Blanchard                Vale Jokisch                 Carol Pepper              Margarita Womack

The Art and Science of Teamwork and Leadership in Family Business. 
Scott Blanchard, Ken Blanchard Companies

Scott Blanchard, a second generation member of the Ken Blanchard Companies, will share current research on the what makes leadership, at all levels, the most critical factor that determines the success or failure for organizations. The research is clear that many of the age old principles of leadership and teamwork are not only valid but more important than ever. In addition, he will share research that debunks some other commonly accepted practices found in organizations. An understanding of what works and what doesn’t from a leadership and teamwork standpoint is invaluable as family businesses manage generational transitions, employ non-family management and attempt to build a culture that builds on the best aspects of the past and also adapts to strong and undeniable changes occurring in today’s environment. 

This session will be highly interactive and will provide family members an opportunity to identify strengths, weaknesses and areas of change required. 

Making An Impact:  B Corps, SDGs and Family Business
Vale Jokisch, B Lab

An historic, global culture shift is underway to harness the power of business to help address society's greatest challenges and to build a more inclusive economy. The growing global movement of people using business as a force for good has many leaders throughout the world. All are creating meaningful work with dignity and purpose.

Join this session to learn about the Sustainable Development Goals (SDG’s) and the many pathways to have greater impact.  Learn about Certified B Corporations and the various ways they are driving impact around the globe, including family-owned B Corps that are turning their family values and cultures into positive impact for workers, communities, the environment and future generations.

Enhance Your Impact with a Sustainable Family Office
Carol Pepper, Pepper International, LLC

Family offices evolve over time as the family grows and the needs of the family expand.  For business owning families, this evolution involves separating the family office from the business as they strive to professionalize services.  Join this session, to hear Family Office Expert, Carol Pepper, share her perspective on reasons to separate, how to structure the office and current trends with business owning families.  She will explore a case study focused on how a family creates impact by expressing their family values through the company and the family office -- by co-investing with other families, engaging NxG in impact investing and philanthropy.

Fostering the Spirit and Developing Entrepreneurship in the Family
Margarita Womack, Casatoro SA (Columbia)

Business success is generally tied to the expansion of the legacy business. Some families sell the family business and evolve into a dynamic portfolio of businesses.  Another avenue of success, one that isn’t often discussed, is leveraging the entrepreneurial spirit within the rising generation. 

Join Margarita Womack PhD, MBA, third generation member of Casatoro SA (Colombia) and finalist for the Global FBN NxG Entrepreneurship Award in 2018.  Margarita is the founder of M’panadas, a budding company in the Mid-Atlantic that is far removed from the core family business in Colombia. She will share her story and explore the role of entrepreneurship in family businesses. In this interactive session, Margarita will help us investigate what we can do to increase entrepreneurship in the younger generations and provide fresh ideas and engaging strategies for us to put into practice.


We are grateful to the Pitcairn family for hosting our social event at the Glencairn Museum.  Enjoy an evening of cocktails in the garden, tours of the museum, and ride the elevator to the tower for a beautiful view of the local area and the Philadelphia skyline.  We will share a lovely meal on the balcony overlooking the Great Hall.  This is an experience you don’t want to miss!


Experience firsthand how art ignites change: explore the world’s largest outdoor art gallery and get to know Philadelphia’s stunning mural collection on an exciting guided tour! Weave through diverse neighborhoods on foot, and get inspired by the incredible public art that makes Philadelphia the mural capital of the world.

Explore culturally-rich Center City neighborhoods, getting up close and personal with murals that tell the intimate and inspiring stories of our diverse city. The Mural Mile highlights art tucked in out-of-the-way corners to soaring additions to the cityscape, like the intricately-patterned Water Gives Life, by Philadelphia artists Eurhi Jones & David McShane.






View Brochure