Family Enterprise Forum

Family Enterprise Forum


Family Business Magazine Family Enterprise Forum

Wednesday, May 8, 2019
PwC Headquarters
300 Madison Ave, New York, NY 10017

Family businesses face a wide range of challenges as they manage their business and protect their wealth and legacy. Governance, technology, talent acquisition, and investing in the future are just a few of the areas that require focus and planning to ensure continued growth.

This complimentary, invitation-only forum is designed to immerse you in the topic of family offices/enterprise and help you to develop key strategies for growth.

  • For family business members or executives from a single family office (only)
  • Provides an in-depth look at the embedded family office and family enterprise
  • One-day intensive workshop for learning/development with like-minded peers
  • Developed with relevant family speakers who are successfully engaged in the today’s family office environment.

Join us for this special, complimentary, one-day event that will provide you with insightful takeaways for your family office/enterprise.

8:00 – 9:00     Breakfast
9:00 – 9:30     Introduction
David Shaw, Publishing Director, Family Business Magazine, and Rich Heller, Private Company Services, NY Metro Regional Leader, PwC U.S.
Values and Purpose as the Backbone of Strategy
• Getting value from your values
• Strategic planning
• Succession and continuity planning (involving the next generation)
PRESENTER: Jonathan Flack, Partner, U.S. Family Enterprises Leader, PwC U.S. 
9:30 – 10:30   Understanding the Nuances/Differences in a Single Family Office
Family enterprise governance
• Board composition for the business and the role of independent directors (bringing in outsiders)
• Governance in the family office
• How to inject more creativity into strategy
          Talent acquisition and management
A top issue for family businesses and one of the top challenges for most family offices.
PRESENTERS: Belinda Sneddon, Managing Director, U.S. Family Enterprise Advisory Services, PwC U.S., and Chris Herschend, Vice Chairman, Herschend Family Entertainment
10:30 – 11:00  Break
11:00 – 12:00  Raising Your Digital IQ 
• The role of technology in a family office and the family business: trends and innovation
• Securing legacy in a digital age
• Preparing for the next wave of digital disruption
PRESENTER: Danielle Valkner, U.S. Family Office Leader, PwC U.S.
12:00 – 1:00    Lunch
1:00 – 2:00      Investing in the Future 
• The changing landscape of family enterprise investing: issues and strategies
• Thinking beyond the family: considerations outside capital and investments
PRESENTERS: Fentress Seagroves, U.S. Inbound Deals Leader, PwC U.S., and Gary Katz, Managing Partner, Downtown Capital Partners
2:00 – 2:15      Closing Remarks/Wrap-up
David Shaw, Publishing Director, Family Business Magazine, and Peter Kaplan, Assurance Partner and Long Island office Managing Partner




Family Business Magazine Enterprise Forum

Attention FAMILY BUSINESS MEMBERS and EXECUTIVES OF A SINGLE FAMILY OFFICE: If you are interested in participating, please request an invitation below. Attendance is limited to 50 qualified participants on a first-come, first-served basis.