December is our Members Only ~ Work Your Business Plan CEO Retreat
WHEN: December 11th, 2013
WHERE: Key Compounding Pharmacy; 530 South 336th Street, Federal Way, WA 98003.
11.19.2013
10.15.2013
The Impact of Family Dynamics on Your Business
NOVEMBER CEO WORKSHOP, WEDNESDAY NOVEMBER 13TH, 2013
Family dynamics often create difficulties in family businesses. For those without a family business, the same dynamics of anxiety that work in families are often at work in teams and other stakeholder groups. Understanding and skillfully managing these dynamics is important for leaders in family businesses and for leaders who are running teams impacted by similar forces.
Member arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by October 30th, 2013 if you will be bringing employee guests.
Member Candidates are invited to join us for the workshop and lunch from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
Employee Guests are invited to attend the workshop and lunch from 9:00am - 1:00pm. The workshop is from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
Tacoma Goodwill Boardroom
Tacoma Goodwill-Milgard Work Opportunity Center 714 South 27th Street, Tacoma WA 98409
The meeting will be held on the 4th floor.
Parking- The Goodwill parking lot is on corner of 27th and G street. Parking is free in the lot. The parking lot does not have signage.
Enter into the Goodwill Building on the 3rd floor- by the fountain and round-about. Once inside the building take the elevator to the 4th floor.
Click here for Google Directions
Click here for the Agenda
Family dynamics often create difficulties in family businesses. For those without a family business, the same dynamics of anxiety that work in families are often at work in teams and other stakeholder groups. Understanding and skillfully managing these dynamics is important for leaders in family businesses and for leaders who are running teams impacted by similar forces.
LUNCH:
All who are attending the morning workshop session are invited to join us for lunch. Please let Lauren Owen or Michele Bosworth know if you are not able to attend.
MEMBERS:
Member arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by October 30th, 2013 if you will be bringing employee guests.
MEMBER CANDIDATES:
Member Candidates are invited to join us for the workshop and lunch from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
EMPLOYEE GUESTS:
Employee Guests are invited to attend the workshop and lunch from 9:00am - 1:00pm. The workshop is from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
HOST:
November is a shared member expense
WHERE WE WILL MEET:
Tacoma Goodwill BoardroomTacoma Goodwill-Milgard Work Opportunity Center 714 South 27th Street, Tacoma WA 98409
The meeting will be held on the 4th floor.
Parking- The Goodwill parking lot is on corner of 27th and G street. Parking is free in the lot. The parking lot does not have signage.
Enter into the Goodwill Building on the 3rd floor- by the fountain and round-about. Once inside the building take the elevator to the 4th floor.
Click here for Google Directions
TITLE OF WORKSHOP:
The Impact of Family Dynamics on Your Business
AGENDA:
Click here for the AgendaQUESTIONS THE CEO SHOULD BE ASKING:
- Families
that are not prepared can ruin businesses that took a lifetime to build.
- In
transitions, business issues can destroy family relationships – how can this be
prevented?
- Not
all business owners will be able to sell – what is Plan B?
- What can I, as a leader, do to get “ahead of the
curve” to prevent family-dynamic issues from hurting my team?
TAKEAWAYS:
- Identifying key sticking points around the typical
hot button issues that affect business families (and teams) and the Best
Practices used to address these.
- Creating an Roadmap for stakeholder engagement
in both family and non-family business situations – next steps
- Identifying key partners to help in the process
– next steps
PREPARATION:
- If you have been through (or are going through) a
family business succession, what worked and what didn’t?
- If
you have family in the business, identify 3 key concerns you have (either
currently or for the future).
- If
you don’t have a family business – and are not likely to – what do you see as
the key issues for people that do?
- If
you don’t have a family business – what are the family-like dynamics you see
happening within your team and key stakeholder groups?
PRESENTER: Matthew Wesley
Matt
leverages his 33 year professional career to help successful families generate
transformative outcomes. His work develops the core competencies of families in
ways that allow them to not only resolve the challenges of today but stand on
their own to meet the challenges of tomorrow. This work
secures the human, social and cultural wellbeing of families that in turn forms
the basis for family success over time. Before establishing The Wesley Group,
Matt was a respected estate planning attorney with over twenty-two years of
experience in both Seattle and the Bay Area. For the last ten years he has
worked with highly successful families doing inter-generational
planning. His clients have included those who have established or
maintained successful family businesses, those who generated significant wealth
in public companies and those with inherited wealth. Matt lives near Seattle,
Washington with his wife, Marcia. They have two grown children, Ian and Kiera.
Matt holds a J.D. from Stanford Law School and a Masters of Divinity from
Fuller Theological Seminary.
Contact Information:
Matthew Wesley
425.647.6066
web:
|
www.thewesleygroup.com
|
email:
|
matt@thewesleygroup.com
|
linked-in:
|
www.linkedin.com/in/mattwesley
|
blog:
|
www.thewesleygroup.com/blog
|
9.11.2013
Work Your Business Plan CEO Retreat
SEPTEMBER 11th, 2013 CEO RETREAT
September is our Members Only ~ Work Your Business Plan CEO Retreat
We will meet at Fairchild Record Search
3400 Capitol Blvd SE, Suite 101
Tumwater WA 98501
Tumwater WA 98501
Please come prepared to support and challenge each other on meeting your top three goals for the year and helping Members address their execution issues.
Click here for the Planning Powerpoint for the meeting.
Click here for Google directions
Parking: You can park anywhere in the lot. It is also okay to park if it says 'Parking for Fairchild only'.
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