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Center for Family Business Events

Center for Family Business Fall 2014 Schedule



September 23
5:30 p.m. - 9:30 p.m.
Seasons at Oak Lane 
1027 Racebrook Rd.
Woodbridge, CT 06525  


September 24
8:00 a.m. -  11 a.m.
Bigelow Tea
201 Black Rock Turnpike
Fairfield, CT 06825 


Do you understand the full meaning of the word “fiduciary”?  Do you understand that as the Sponsor, or Trustee, of a 401(k) plan, you probably have very specific “fiduciary” responsibilities?  Are you aware of the very large potential risks when you assume “fiduciary” responsibilities?  That some of these risks include personal liability?  And did you know that there are ways for you to significantly reduce those risks – for you, for your family, for your company and for your board of directors?

Are you aware of the wide range of fees that investment managers charge for handling your 401(k) plan investments, and that your “fiduciary” responsibilities for that plan include prudently investing the plan funds at reasonable rates of return and for reasonable investment fees?

If consideration of questions such as these has not been part of your thinking regarding your 401(k) plan, it should be.

Our conferences on September 23 and 24 will address these issues in detail, and offer suggestions for mitigating your risks and enhancing your 401(k) plan for the benefit of all participants.

October 28
5:30 – 9:30 p.m.
Seasons at Oak Lane 
1027 Racebrook Rd.
Woodbridge, CT 06525  


A Panel Discussion by CFB Members

Why won’t people even consider a board?

“We aren’t big enough to have a board.” 

“I don’t want to share our financial info with a bunch of outsiders.” 

“We are unique.  No outsider is going to be able to come in here and tell me how to run my company.” 

“I don’t want to give up control of my operation.”

The majority of our Members could benefit from some form of board of directors or advisors. Most family businesses don’t have one, but you might find having one very valuable for your family and your business.

Paul Sessions will lead a discussion aided by CFB Members who have a board of directors or advisors. Among them will be: Lapine Inc., Lyman Orchards, Bead Industries and Bishops Orchards. They will tell you:

-    Why they decided to create a board

-    How they selected their board members

-    What they expect of their boards and

-    The benefits for their companies and their families of having a board 

Your peers will tell you first-hand how they manage and use their boards. This will be a very interactive session with a lot of information for you.  Dialogue will be encouraged and there will be plenty of time for your questions.

We strongly urge you to invite other members of your family and your company to join you for this important discussion.


December, 9
5:30 – 9:30 p.m.
Seasons at Oak Lane 
1027 Racebrook Rd.
Woodbridge, CT  06525


December 10
8:00 – 11:30 a.m.
Bigelow Tea           
201 Black Rock Turnpike
Fairfield, CT 06825


Presented by Joe Laur

    Your company is a system of moving parts. There are so many parts that it is sometimes hard to see the big picture. So how do you know if those are the right parts, moving in the right way? Through Systems Thinking & Mapping, you can:

-    Gain the ability to see the interdependence of the parts

-    Identify patterns that repeat over time

-    Uncover beliefs that form resistance to change

Going through the Mapping Process will help you and your organization:

-    Learn and make revisions and

-    Discover the “leverage points” for taking action and achieving your highest goals

    This presentation will include 2 cases from CFB member companies.  Our presenter, Joe Laur, will help owner/managers map and understand the systems in their companies, and use that process to give them (and you) a greater grasp of the loops, patterns, and leverage points so they can take the necessary actions and achieve their desired results.  You will learn to do the same.

    Joe Laur is a founding partner of SEED Systems, an international consulting firm that works with individuals, teams and organizations through teaching and coaching to transform organizations and create a sustainable world. Joe has worked with Harley-Davidson, Green Mountain Coffee Roasters, Nike, Waste Management, and many more, focusing on organizational learning, personal effectiveness skills and sustainable development.

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