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Understanding & Working with Families in Business - Beyond the Taxes
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| Date |
December 03, 2010
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| Location | Mahoney State Park, Ashland, NE |
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| Course Time |
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8:30 a.m. to 12:00 p.m. |
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Come join University of Nebraska Lecturer of Family Business, Dave Specht, CFP® for an entertaining and eye-opening session on working through the complexities of family businesses. You will learn to explore the 7 themes that make up The Continuity Quotient and will gain insight into how to navigate the non-financial complexities of the family business client.
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| Course Highlights & Objectives |
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Introduction to the Family Systems Theory and how to apply it to your family business clients. Explore intergenerational dynamics of business transition and succession. Gain an understanding of The Continuity Quotient™ and how it works to measure and assist professionals in their collaboration for the benefit of family-owned businesses. Explore role dynamics of participants in family business. Discuss transitioning business-owners and their Superhero Archetypes. Learn how to retain and reward key non-family employees during transitions. Gather ideas on how to plan and facilitate a family retreat. Participate in a family business case study.
This class is designed to change your perspective and broaden your planning horizons for business owners and their families. If you have an interest in helping families perpetuate their businesses and protect family harmony along the way, this is a class you won't want to miss. |
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| Who Should Attend |
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| All professional advisors. |
| Course Level | Intermediate/Advanced |
| Prerequisites | None |
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| Discussion Leader | David Specht, CFP |
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| Additional Information: |
Parking is available on site. Combine with NSUT2. |
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| Fee |
$115 - Society Member
$145 - Society Nonmember |
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Combination Course Fee:
The Combination Course Fee only applies if you combine the Ethics course (ETUP2) with the above course AND the 2 courses are taken on the same day. The Combination Course Fee includes lunch
$220 – Society Member
$250 – Society Nonmember.
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