Audio Conference
Moderator: Drew Mendoza
Presenters: Stephen McClure, Ross Nager
Date: August 25, 2005
Compensation for family in the business is at the heart of more family business questions than any other topic except succession. Who should get paid, how much, for what jobs and what is fair are not necessarily easy questions to answer—especially when a paycheck can be confused with return on ownership, parental concern or self-esteem. This audio conference will help your family: determine its compensation philosophy; build motivation, incentives and trust; avoid common causes of family business pay problems; and help shareholders to understand what to expect from family members hired to lead their business.

Audio Conference
Moderator: Drew Mendoza
Presenters: Craig Aronoff, Mark Green, Joe Schmieder, Norbert Schwarz
Date: January 13, 2009
Family owned businesses are looking at the economy and the new impending economic plan very closely. What issues may arise for your family enterprise in this new economy? Will they impact shareholders, and how can you anticipate and address their concerns? How will the new economy impact your operations? What can you co to manage and mitigate any downturns? These and other challenges will be addressed as well as covering critical business areas including: how to govern through economic change; what owners can do to minimize the impact of economic change on the family and on the business; how to manage transitions in a changing economy; how to manage the natural stressors in a changing economy; how to move forward; what we have learned from prior economic transitions and recoveries; and taking stock of estate planning.

Audio Conference
Moderator: Jane Aronoff
Presenter: Craig Aronoff
Panelists: Christopher Craley, Sharon Krone
Date: June 15, 2005
Money in the Family Business deals with what may be your family’s greatest benefit or greatest challenge resulting from owning a family business together. Sometimes it seems that everyone and everything has a hand out…the older generation seeking reward and the security; worried about death taxes and ruining children and grandchildren with unearned wealth—the business needing capital to fund growth, new strategies and the need to upgrade people and systems…the younger generation seeking compensation, distributions and supporting expensive lifestyles…and the tax man seeking every nickel he can grab. During this 90-minute audio conference our panel will discuss: why is there conflict in the family over money; why is it hard to talk about money; how funds flow between the family and the business; what are the needs of the older generation vs. the business vs. the younger generation; how do taxes and estate planning play a role in discussions about money; and how do affluent young people keep wealth in perspective.

Audio Conference
Moderator: Carol Ryan
Presenters: David Lansky, Mark Green
Date: Sept 2, 2009
The successful transfer of family wealth or family business from one generation to the next can benefit substantially from an understanding of the people involved and their generational status. Each person involved in a transition has certain qualities unique to his or her generational status. Each person involved in a transition has certain qualities unique to his or her generation which influence values, work habits, styles of communication, and view of family wealth. In this presentation we will introduce personal and social characteristics that distinguish the various generations from each other, and discuss how best to incorporate these differences in successful wealth transfer planning.

Audio Conference
Moderator: Stephanie Brun de Pontet
Presenter: David Lansky
Panelist: Robert Levine
Date: May 6, 2009
Estate planning and business succession planning are fundamental to the preservation of a family’s wealth. Nevertheless, business owners and wealth creators often do not plan at all, or when they do plan, they often fail to engage in planning that takes into full consideration the people for whom they are planning. In this audio conference we will discuss why people fail to plan, how estate and succession plans can go wrong, and strategies for managing these challenges.