I trust you, too, are enjoying the hope of spring as we welcome cheerful tulips bursting out of dead-looking bulbs. A reminder that growth often comes through deep struggle, loss and grief, experiences real to all of us these extraordinary days.
As I work with many of you as you navigate your 5 MOUNTAINS® amidst continuous transitions, I continue to be inspired by your emotional agility, your capacity to flex, and your resilience.
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A few invitations and resources:
1. As part of my commitment to listen deeply to best serve you during these changing times (see “Conversations with Presidents” below), I invite you to complete this brief Survey. Thank you!
2. Check out upcoming Forums below as well as our 2021 Programs. Our April 29th program focuses on perhaps the most mysterious, least understood Mountain team, the Shareholder Mountain.
Here’s to your ongoing flourishing!
Sally
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Conversations with Presidents |
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Thanks to Shawn Garman, Co-President of Garman Builders, Lititz, PA, for hosting our first in a series of “Conversations with Family Business Presidents”, one of the ways we are staying in touch with the emerging needs and goals of business families.
This is a strategic listening process to understand leaders as they continue to navigate pandemic pivot in addition to their 5 MOUNTAIN® complexities.
If you would like to be invited to participate in this kind of “conversation,” please contact Sally at sally@dvfbc.com.
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Join the conversation about the critically important stewardship responsibilities expected from shareholders. Learn what "being a shareholder" means in 2 of our member firms who are in their 3rd and 5th Generations.
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Forum Webinar
Thursday, May 27, 9-10:30 am ET
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As families grow and enterprises expand, many family firms invite “outside or independent” directors to provide objectivity, seasoned counsel, and accountability for both management and shareholders. Learn when, why and how family firms voluntarily submit themselves to higher levels of accountability; and the value-add for the business and for the family.
Learn the experiences and counsel from two seasoned family business CEOs who also serve as family business board directors.
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Tuesday, May 4, 10-11 am ET
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There is a very important piece of legislation moving through Congress right now call the PRO ACT (Protecting the Right to Organize). If passed, the PRO Act will fundamentally rewrite labor law in the US with major ramifications for nonunion and union employers, large and small.
Do you know what this will mean for you? Bob Nagle, Esq., Partner, Fox Rothschild, LLP, will outline the key facets of the bill and its potential impact on family businesses.
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Family businesses grow organically as well as through acquisition – either to increase your geographical footprint or expand into new (but similar) product lines or services. What does a successful acquisition strategy look like?
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Our blogs include personal stories, experiences, and insights from our Team, Learning Community Members, and our Educational Sponsors. Read how Matt's father clarified 'The Rules'. to his 11 children!
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To stay on top of recent PPP developments, current guidance on loan forgiveness, and preparations for a safe and healthy workforce reentry, continue to check our EDU Sponsor links on our COVID-19 Resource Page for recorded webinars, slides, etc.
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Gratitude to our Sponsors
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We are grateful to our EDU Sponsors who share our commitment to education and
provide our member and client families with a wealth of knowledge. Without their generosity and expertise, our events would not be possible.
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Our Mission: Flourishing Families & Enterprises
Since 1988, it's been our privilege to guide multi-generation business families through their complex, unique journeys. We have served over 900 business families with our customized, inter-generational, team-building 5 MOUNTAIN® Process.
We chart the path, teach the principles, develop the people, and guide the process that provides the direction, confidence, and tools to overcome the dangers, beat the odds, and reach the summit for each family member & their enterprises!
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