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Family Business Summit

Join us as we launch the Family Business Forum with a daylong summit. A panel of local business leaders and consultants will present on topics of broad interest, from leadership development to strategic thinking. Participants can engage with one of three tracks: Owners, Next Generation, and People & Culture.

Keynote speakers include Mark Frigo and Russell Gottesman of the Center for Strategy, Execution and Valuation, along with Tom Ealy, former CEO of Ameriprise. Gail McNutt, former CEO of Girl Scouts of the Northwestern Great Lakes, serves as lead facilitator.

Tuesday, Sept. 29, 2020
F. K. Bemis International Conference Center
St. Norbert College
299 Third St.
De Pere, WI 54115
Map/directions

$99 per participant; $79 per participant for three or more from the same organization

Business leaders who sign up to be a member of the Family Business Forum will receive five summit seats in their company’s name.

Sponsored by First Business Bank.

Keynote Addresses
“Return Driven Strategy”
Presented by Mark Frigo and Russell Gottesmann, Center for Strategy, Execution and Valuation 

The Return Driven Strategy framework, developed by Mark Frigo, is a set of foundations and tenets of business strategy developed from both detailed research and extensive real-world applications. It is the culmination of more than 10 years of intensive research aimed at identifying and categorizing the root causes of success for the best performing companies in the U.S. and throughout the world based on
decades of performance history.

“Leading Through Change”
Presented by Tom Ealy, Retired President and CEO of Ameriprise Auto & Home

The two defining qualities of today’s enduringly successful companies – big or small, privately held or public, manufacturer or service provider, domestic or international – is the capacity to learn and, by extension, the capacity to change – fast. Creating and nurturing these two capacities is first and foremost the job of the leader at the top. But every executive, manager and, especially, front-line supervisor must embrace and embody them for the company to achieve sustained success. To do that requires a concerted focus on the four pillars of corporate life: strategy, structure, process and people. It sounds dry, but it’s anything but. And it sounds simple, but of course, it’s anything but that, too. This talk will provide you with a framework to guide your company through the constant renewal necessary to learn, change, and grow – personally and organizationally.


Schedule
7:30 a.m. Registration
8 a.m. Introductions
8:15 a.m.  Morning keynote
9:15 a.m. Break
9:30 a.m. Session A (all tracks)
10:30 a.m. Break
10:45 a.m. Session B (all tracks)
Noon Lunch
1 p.m. Session C (all tracks)
2 p.m. Break
2:15 p.m Session D (all tracks)
3:15 p.m. Break
3:30 p.m.  Afternoon keynote
4:30 p.m. Closing comments

Owners Track

Session A: “Return Driven Strategy” Continued, Part 1
Presented by Mark Frigo and Russell Gottesman, Center for Strategy, Execution and Valuation

Session B: “Return Driven Strategy” Continued, Part 2
Presented by Mark Frigo and Russell Gottesman, Center for Strategy, Execution and Valuation

Session C: “Strategic Planning”
Presented by Dean Stewart, St. Norbert College Center for Exceptional Leadership
If you own a business, you need a plan and, ultimately, a comprehensive strategy to bring that plan to life. This session will explore the importance of strategic planning and the critical need for employing a simple, yet effective model for execution. Process for visioning and futuring will be discussed, as well as the necessity for establishing a framework for that discussion. Other topics include developing key focus areas and action items, the vital involvement of key stakeholders, and reviewing the importance of developing a process for execution and monitoring and measuring results.

Session D: “Exit Strategies”
Presented by Mike Demerath, Hager, Dewick & Zuengler, S.C.
As a business owner, you have spent countless hours building a business that you can be proud of and one that has helped support your family and the families of your employees. Now as you look to take a step back, you must consider possible exit strategies and future goals for the business, whether it be to keep the business in the family, to facilitate a transition to a key employee or to sell to an outside party. Certain factors and planning should be considered to help make sure your hard work lives on while you enjoy retirement.  

Next Generation Track

Session A: “Technology-Saturated Families and Businesses: Should We Be Concerned?”
Presented by Carol Bruess, St. Norbert College
Carol Bruess, a family communication expert and fellow in the Family Business Institute at the University of St. Thomas, will summarize the current state of tech and human behavior across multiple contexts. The session will center on two key questions: Is our relationship with technology enhancing and improving our families, our organizations, our work teams and our relationships to each other? Or, is it causing serious disruptions and disintegrations, many of which we are yet to fully realize, name and understand? She will challenge every organizational leader, employee, family member and human being to critically assess and mindfully contemplate their own daily tech choices.

Session B: “Building Your Personal Brand as a Family Member”
Presented by Diane Roundy, Baker Tilly Executive Search
Brands and our interactions with them are powerful. A delightful brand experience brings us back, clamoring for more, while a dismal encounter leaves us searching for something superior. It’s the secret of marketers everywhere. But have you thought about your personal brand? As a family member in a business, you are already branded; needing to prove yourself, high expectations, favoritism and entitlement may all be attached to your personal brand. Get a handle on evaluating and building your personal brand, then watch your individual and professional growth flourish.

Session C: “Emotional Intelligence”
Presented by Bill Marklein, Employ Humanity
Emotional Intelligence (EQ) is the ability to effectively manage our own emotions and the emotions around us. It is quickly becoming the No. 1 competency for servant leadership and inspiring humanity in the 21st century. Human-first leadership is not a luxury, it’s a necessity for excellence in business and life. Bill Marklein inspires, entertains and challenges thinking, and he will get you excited about using your unique human-only skills of self-awareness, adaptability and empathy for your continued success. 

Session D: “Taking your Family Business into the Future”
Presented by Jennifer Verbrigghe and Christine Waldschmidt, First Business Private Wealth
Having the opportunity to lead a family business into the future can be many things: a great gift, an exciting opportunity and a nerve-wracking challenge. Success comes from having the insight to recognize and avoid pitfalls, the discernment to identify and seize opportunities, and most of all the courage to drive toward a future that may look very different from the past. This session will present strategies that can help you take your business into that brave new world while preserving and enhancing the legacy built by those who came before.

People & Culture Track

Session A: “Choosing Culture and Communication Over Chaos”
Presented by Bridget O’Connor, O’Connor Connective
Quality communication during organizational transitions is proven to improve the change process – but who has the time to stop and think through the creation of timely, accurate and consistent communication? Learn to plan and share information that your family, employees and customers need to stay engaged with you today and in the future to create positive outcomes – and avoid chaos, confusion and misalignment of team members.

Session B: “Recruiting and Attracting Talent”
Presented by Matt Sullivan, Express Employment Professionals
Matt Sullivan, a registered speaker with TEC/Vistage, enjoys sharing best demonstrated practices regarding recruiting and retaining good people. Topics covered during this session include the employment market, job descriptions, in-market compensation, proactive recruitment of passive candidates, interviewing, onboarding and retention.

Session C: “Generations Colliding”
Presented by Chad Kopitzke, NeXtGen Advantage
Generational differences are becoming a bigger issue in the workplace as many organizations begin transitioning to a younger workforce. Millennials have now overtaken all generations in sheer numbers, quickly becoming the largest employee population in the nation. You see the way your organization has been operating, but also you see changes coming through the influence of younger employees. Now what? How do you solve key generational issues so that your employees are working together for the good of the organization – rather than working against each other? Dive deeper into common generational differences and learn to engage across those gaps and generate valuable ideas to support lasting change for the sake of your organization’s long-term success.

Session D: “Leading Through Adversity: 7 Takeaways”
Presented by Jamie O’Brien, St. Norbert College
Facing adversity in organizations is almost a certainty. In addition to important leadership facets of communiation and the ability to critically analyze a problem, it’s important for leaders today to understand issues of cognitive biases and how they can create problems in an organization. In this session, Jamie O’Brien will offer insight on how business leaders should lead through adversity.

Owners Track

Session A: “Return Driven Strategy” Continued, Part 1
Presented by Mark Frigo and Russell Gottesman, Center for Strategy, Execution and Valuation

Session B: “Return Driven Strategy” Continued, Part 2
Presented by Mark Frigo and Russell Gottesman, Center for Strategy, Execution and Valuation

Session C: “Strategic Planning”
Presented by Dean Stewart, St. Norbert College Center for Exceptional Leadership
If you own a business, you need a plan and, ultimately, a comprehensive strategy to bring that plan to life. This session will explore the importance of strategic planning and the critical need for employing a simple, yet effective model for execution. Process for visioning and futuring will be discussed, as well as the necessity for establishing a framework for that discussion. Other topics include developing key focus areas and action items, the vital involvement of key stakeholders, and reviewing the importance of developing a process for execution and monitoring and measuring results.

Session D: “Exit Strategies”
Presented by Mike Demerath, Hager, Dewick & Zuengler, S.C.
As a business owner, you have spent countless hours building a business that you can be proud of and one that has helped support your family and the families of your employees. Now as you look to take a step back, you must consider possible exit strategies and future goals for the business, whether it be to keep the business in the family, to facilitate a transition to a key employee or to sell to an outside party. Certain factors and planning should be considered to help make sure your hard work lives on while you enjoy retirement.  

Next Generation Track

Session A: “Technology-Saturated Families and Businesses: Should We Be Concerned?”
Presented by Carol Bruess, St. Norbert College
Carol Bruess, a family communication expert and fellow in the Family Business Institute at the University of St. Thomas, will summarize the current state of tech and human behavior across multiple contexts. The session will center on two key questions: Is our relationship with technology enhancing and improving our families, our organizations, our work teams and our relationships to each other? Or, is it causing serious disruptions and disintegrations, many of which we are yet to fully realize, name and understand? She will challenge every organizational leader, employee, family member and human being to critically assess and mindfully contemplate their own daily tech choices.

Session B: “Building Your Personal Brand as a Family Member”
Presented by Diane Roundy, Baker Tilly Executive Search
Brands and our interactions with them are powerful. A delightful brand experience brings us back, clamoring for more, while a dismal encounter leaves us searching for something superior. It’s the secret of marketers everywhere. But have you thought about your personal brand? As a family member in a business, you are already branded; needing to prove yourself, high expectations, favoritism and entitlement may all be attached to your personal brand. Get a handle on evaluating and building your personal brand, then watch your individual and professional growth flourish.

Session C: “Emotional Intelligence”
Presented by Bill Marklein, Employ Humanity
Emotional Intelligence (EQ) is the ability to effectively manage our own emotions and the emotions around us. It is quickly becoming the No. 1 competency for servant leadership and inspiring humanity in the 21st century. Human-first leadership is not a luxury, it’s a necessity for excellence in business and life. Bill Marklein inspires, entertains and challenges thinking, and he will get you excited about using your unique human-only skills of self-awareness, adaptability and empathy for your continued success. 

Session D: “Taking your Family Business into the Future”
Presented by Jennifer Verbrigghe and Christine Waldschmidt, First Business Private Wealth
Having the opportunity to lead a family business into the future can be many things: a great gift, an exciting opportunity and a nerve-wracking challenge. Success comes from having the insight to recognize and avoid pitfalls, the discernment to identify and seize opportunities, and most of all the courage to drive toward a future that may look very different from the past. This session will present strategies that can help you take your business into that brave new world while preserving and enhancing the legacy built by those who came before.

People & Culture Track

Session A: “Choosing Culture and Communication Over Chaos”
Presented by Bridget O’Connor, O’Connor Connective
Quality communication during organizational transitions is proven to improve the change process – but who has the time to stop and think through the creation of timely, accurate and consistent communication? Learn to plan and share information that your family, employees and customers need to stay engaged with you today and in the future to create positive outcomes – and avoid chaos, confusion and misalignment of team members.

Session B: “Recruiting and Attracting Talent”
Presented by Matt Sullivan, Express Employment Professionals
Matt Sullivan, a registered speaker with TEC/Vistage, enjoys sharing best demonstrated practices regarding recruiting and retaining good people. Topics covered during this session include the employment market, job descriptions, in-market compensation, proactive recruitment of passive candidates, interviewing, onboarding and retention.

Session C: “Generations Colliding”
Presented by Chad Kopitzke, NeXtGen Advantage
Generational differences are becoming a bigger issue in the workplace as many organizations begin transitioning to a younger workforce. Millennials have now overtaken all generations in sheer numbers, quickly becoming the largest employee population in the nation. You see the way your organization has been operating, but also you see changes coming through the influence of younger employees. Now what? How do you solve key generational issues so that your employees are working together for the good of the organization – rather than working against each other? Dive deeper into common generational differences and learn to engage across those gaps and generate valuable ideas to support lasting change for the sake of your organization’s long-term success.

Session D: “Leading Through Adversity: 7 Takeaways”
Presented by Jamie O’Brien, St. Norbert College
Facing adversity in organizations is almost a certainty. In addition to important leadership facets of communiation and the ability to critically analyze a problem, it’s important for leaders today to understand issues of cognitive biases and how they can create problems in an organization. In this session, Jamie O’Brien will offer insight on how business leaders should lead through adversity.

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