Past Programs

May 16, 2019 All is Fair in Love and War... But What About the Family Business?
Presenter: Dr. David Gage of BMC Associates

March 14, 2019 Part One: Maximizing Human Capital in the Family Business: A Framework for Motivating Employees to Work Hard and Smart
Presenters: Dr. Jasmijn Bol and Dr. Serena Loftus of Tulane University
Part Two: Using Opportunity Zones to Save Taxes and Invest With A Purpose
Presenter: Daniel Walter of Stone Pigman

January 24, 2019 Positioning Your Family For Disruptive Innovation
Presenter: Ernesto Poza of E. J. Poza & Associates

November 16, 2018 Part One: Increasing the Value of Family Businesses Through Value-Creation Systems
Presenter: Dr. Isabella Otero of Valora Partners

November 16, 2018 Part Two: Next Gen Family Business Leaders Research
Presenter: Lauren Siegel of Trepwise Consulting

September 13, 2018 Transferring Wealth To the Next Generation
Presenters: David Bork of Family Business Masters and Laura Plunkett of Stone Pigman

May 17, 2018 Family Business Mastery:Bridging Legacy and Innovation to Build A Family Business That Lasts For Generations
Presenter: Ivan and Mariana Polic

March 29, 2018 Developing A Strategy for Managing the What Ifs of Family Business
Presenter: Nate Sachs, President of Blue Prints for Tomorrow

January 25, 2018 Creating a Workplace Culture Where Non-Family Executives and Family Business Members Collaborate and Thrive
Presenter: John Landrum, Vice-President of Innovation at Intralox, Laitram LLC

November 17, 2017 The Journey of the Ginsberg Family and Val-Fit Inc.
Presenter: Gyl Grinberg, President of Val-Fit

November 17, 2017 What is the Deal With Due Diligence
Presenters: Vanessa Claiborne and Riley Busenlener of Chaffe & Associates

September 23, 2017 When Confronted With the "Fredo Affect" in the Family Business
Presenter: Dr. Kimberly Eddleston of Northeastern University

May 25, 2017 The Competitive Power of the Family Business: Building on a Legacy or Liability
Presenter: Dr. Josh Baron of GlobalBanyan Family Business Advisors

March 23, 2017 The WOW Factor: Channeling Entrepreneurship in the Family Business
Presenters: Paul, Steve and Scott Ballard and Peter Boylan III

January 27, 2017 New Year, New Economy, New Tax Laws: What Will It Mean For Family Businesses?
Presenters: Frank Germack III and Matthew Mantle

November 18, 2016 Avoiding the Fire Sale: How Private Equity Can Benefit Family Businesses
Presenters: Michele Vignes CEO of UP Professional Solutions and Eli Feinstein of Fox Henning

September 23, 2016 Intentional, Strategic and Systematic Communications For An Effective Family Business
Presenter: Dr. Deb Houden of Family Business Consulting Group

May, 20, 2016 Harness the Power of the 80/20 Principle: Why It Works For Family Businesses
Presenter: Peter Philippi, CEO of Strategex

April 1, 2016 Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth in Your Family Business
Presenter: Patrick Thean, Author and CEO of Rhythm Systems

January 29, 2016 The Idea Driven Family Business
Presenter: Dr. Alan Robinson of the Isenberg School of Management at UMASS at Amherst

November 13, 2015 Taking Off the Training Wheels: Coaching and Mentoring the Next Generation Leadership
Presenter: Sandra McNeely of the ABBEY Group

September 11, 2015 Starting From Scratch: A Tale of Growth With Two Family Businesses
Presenter: Jeff, Peter and Carol Goldman

June 3, 2015 Family Business and Entrepreneurship Day at the Square
Entertainment: George Porter and the Runnin Pardners

May 22, 2015 Keeping Things From Getting Heated: Getting the Most Value Out of Your Family Business Meetings
Presenter: Tony Simmons, CEO, McIlhenny TABASCO Company

The Most Common Concerns for Shareholders in Privately-held Family Businesses
Presenter: Richard P. Wolfe, Partner, JonesWalker

March 5, 2015 Promoting and Sustaining Shareholder Loyalty: The Ownership Advantage
Presenter: Ernesto Poza of Thunderbird School of Management

January 16, 2015 What's Up Down Here: An Outlook on Financial Markets
Presenter: Peter Ricchiuti of Burkenroads Report

January 16, 2015 Tax Gumbo
Presenters: William Backstrom and Trevor Wilson of Jones Walker

November 20, 2014 Sink or Swim: Lessons Learned From the Titanic
Presenter: Henry Hutcheson of Family Business USA

September 12, 2014 Is It Time To Shake Up Your Family Business Board?
Presenter: Dr. JoAnne Norton of Family Business Consulting Group

May 23, 2014 Knowing When to Fold Them: Developing and Exit Strategy for Founding Family Business Owners
Presenter: Sidney Pulitzer of Tulane University

March 21, 2014 The Rise of A Patriarch: The Fall of A Family Business
Presenter: Douglas Box of Box Advisors

January 16, 2014 White Castle Story: What We've Learned Over 90 Years
Presenter: Jamie Richardson Vice President of Government and Shareholder Relations at White Castle

October 24, 2013 Third Generation Executive Roundtable Bringing Siblings On Board
Presenter: Dr. Ralph Maurer

September 26, 2013 When Embezzlement Happens In The Family Business
Presenters: Lois Lang of Family Business Consulting Group and James Letten of Tulane University

August 22, 2013 Third Generation Executive Roundtable A Frank Conversation
Presenter: Dr. Ralph Maurer

July 25, 2013 Third Generation Executive Roundtable Managing Growth with Personal Goals
Presenter: Dr. Ralph Maurer

June 27, 2013 Third Generation Executive Roundtable Are You Ready to Lead
Presenter: Dr. Ralph Maurer

May 23, 2013 Uncovering Delicate Matters That Can Break A Successful Family Business
Presenter: Sherif Ebrahim of Tulane University

March 8, 2013 Show Me the Money: Dealing With Family Business Compensation
Presenter: W. Kent Lutz of Family Business Consulting Group

January 18, 2013 Wealth, Entitlement, and Other Disrupters in the Family Business
Presenter: Henry Hutcheson of Family Business USA

September 21, 2012 The Entrepreneurial Spirit of the Family Business: Keeping It Alive Throughout Generations
Presenter: Ann Dugan of Family Business Consulting Group

June 6-8, 2012 Family Business Directors Conference Presenter: Tulane Family Business Center

March 9, 2012 Innovate or Perish: Achieving Growth in the Family Business
Presenter: Dana Telford of Family Business Consulting Group

January 12, 2012 Coaching and Professional Development for and Executive Succession Plan
Presenter: Dr. Christopher McCusker of Tulane University

December 13, 2011 Third Generation Executive Roundtable Building Trust
Presenter: Dr. Ralph Maurer

November 30, 2011 Executive Roundtable Things That Keep You Up At Night When Managing A Family Business
Presenter: Dr. Ralph Maurer

November 4, 2011 Managing Ethical Behavior in the Family Business
Presenter: Dr. Virginia Maurer of the University of Florida

September 28, 2011 Women Executive Roundtable Statistical Data on Women Executives Are: The Future Looks Brighter
Presenter: Adrienne Collela

August 10, 2011 Third Generation Executive Roundtable Identifying Your Role In the Family Business
Presenter: Dr. Ralph Maurer of Tulane University

July 20, 2011 Women Executive Roundtable Gender Differences: Who's on Top Does Matter
Presenter: Dr. Sabrina LeBeouf

April 27, 2011 10th Annual Tulane Family Business Wealth Management Seminar and Outstanding Family Enterprise Award
Keynote Speaker: Buddy Roemer, President of 1st Bank and former Louisiana Governor 2011 Outstanding Family Enterprise Recipient: St. Denis Villere & Company

March 18, 2011 Leading and Leading Change: Understanding the Difference
Presenter: Mr. Bret Pinson of Pinson & Associates

February 25, 2011 Women Executive Roundtable Challenges Women Face Being In Charge
Presenter: Dr. Sabrina Wilson

February 8, 2011 Family Business Executive Roundtable Things That Keep You Up At Night When Managing A Family Business
Presenter: Dr. Ralph Maurer of Tulane University

January 21, 2011 Strategy as A Process: A Cutting Edge Perspective on Strategic Planning
Presenter: Dr. Ralph Maurer

November 5, 2010 Mastering Family Business Polarities: Managing Dilemmas That Can't Be Resolved
Presenter: Amy Schuman of the Family Business Consulting Group

May 9, 2010 9th Annual Wealth Management Seminar and Outstanding Family Enterprise Award
Keynote Speaker: Tony Woodlief of the Market-Based Management Institute 2010 Outstanding Family Enterprise Award Recipient: The Callais Companies

March 19, 2010 Planned Innovation: A Paradox That Works
Presenter: Joe Schmieder of the Family Business Consulting Group

January 22, 2010 Generational Clash Points: Managing Multiple Generations in the Workplace
Presenter: Joy Reutter of RSM McGladrey Network Social Media: Is It Right For Your Business Presenter: Tom Martin of Zehnder Communications

November 13, 2009 Family Communication and Conflict: Building Trust By Talking About the Right Things
Presenter: Dr. Chris Eckrich of the Family Business Consulting Group

May 8, 2009 8th Annual Wealth Management Seminar and Outstanding Family Enterprise Award
Keynote Speaker: Economist and Associate Professor Peter Ricchiuti of Tulane University 2009 Outstanding Family Enterprise Award Recipient: Rhodes Family of Businesses

March 20, 2009 Practice of Flourishing Families
Presenter: Dr. Charles Collier

March 19, 2009 Wealth and Family - Evening Reception
Presenter: Dr. Charles Collier

January 23, 2009 Strategic Planning For Your Business in An Uncertain Economy
Presenters: Miriam Henry of Jone Walker Law Firm and Vanessa Brown of Chaffe & Associates

September 19, 2008 Family Meetings, Sibling Teams and Cousin Consortiums: Tying Them All Together
Presenter: Drew Mendoza

June 5, 2008 7th Annual Family Business Wealth Management Seminar

March 13, 2008 Discussing The Undiscussables: Money, Mortality and Mothers In Law
Presenter: Paul and Pat Frishkoff

January 17, 2008 Building Organizational Unity
Presenter: Randall Breaux

December 13, 2007 8th Annual Tulane Family Business Awards Gala
Keynote Speaker: Carol Lavin Bernick of Alberto-Culver 2007 Outstanding Family Business Enterprise Recipient: Buquet Distributing Company Inc.

October 4, 2007 Best Practices of Successful Family Businesses
Presenter: Sharon Krone

May 10, 2007 6th Annual Family Business Wealth Management Seminar

March 15, 2007 How Does the 3rd Generation Position Itself For the Next Generation
Presenter: Stephen McClure

January 11, 2007 Managing Family Business Growth
Presenter: Chris Eckrich of the Family Business Consulting Group

November 9, 2006 7th Annual Tulane Family Business Dinner Gala
Keynote Speaker: Dean Angelo DeNisi of the A. B. Freeman School of Business 2006 Outstanding Family Enterprise Award Recipients: Durr Heavy Construction Rubensteins

September 7, 2006 Conflict In Crisis: Minimizing It's Effect on the Family Business
Presenter: Sharon Krone of the Family Business Consulting Group

May 11, 2006 5th Annual Family Business Wealth Management Seminar

April 4, 2006 Rebuilding A Better New Orleans: It's A Family Affair Part II
Presenters: Jones Walker and J. P. Morgan Chase

February 9, 2006 Rebuilding A Better New Orleans: It's A Family Affair Part I
Presenters: Laporte Sehrt Romig Hand and Greater N.O. Inc. and Jones Walker

November 10, 2005 6th Annual Family Business Dinner Gala (Canceled due to Hurricane Katrina)

September 15, 2005 Resolving Conflict in the Family Business (Canceled due to Hurricane Katrina)

May 12, 2005 4th Annual Family Business Wealth Management Seminar

March 17, 2005 Effectively Developing and Leveraging Non-Family Executives
Presenter: Craig Arnoff of the Family Business Consulting Group

January 13, 2005 Transition Planning for the Family Business: Leaving a Legacy or a Liability
Presenter: Norb Schwarz of the Family Business Consulting Group

November 11, 2004 5th Annual Family Business Gala
Keynote Speaker: Honorable Mayor C. Ray Nagin 2004 Outstanding Family Enterprise Award Recipients Neill Corporation Standard Mortgage

September 23, 2004 Transitioning the Family Business: Next Generation Leadership Development
Presenter: Dr. Chris Eckrich of the Family Business Consulting Group

May 20, 2004 3rd Annual Wealth Management Planning Seminar
Keynote Speaker: J. P. Morgan Economist Anthony Chan

March 11, 2004 Lessons Learned: What Works and What Doesn't for Successful Family Businesses
Presenter: Drew Mendoza of the Family Business Consulting Group

November 13, 2003 4th Annual Family Business Gala

May 22, 2003 2nd Annual Wealth Management Planning Seminar

March 27, 2003 The Best Practices of Successful Family Companies
Presenter: Dr. John A. Davis

January 30, 2003 Is There Life After Business?: Coping with the Challenges and Changes in Letting Go
Presenter: Dr. Bernard Kliska

November 14, 2002 3rd Annual Family Business Gala Family Business Award presentation

September 13, 2002 Beyond Mom and Pop: Strategies for a Successful Succession
Presenter: Laura Michaud

May 30, 2002 1st Annual Family Business Wealth Planning Seminar and Cocktail Reception
Presenters: Various speakers

March 15, 2002 Will Mr. or Ms. Perfect be Good Enough? Developing Leadership Talent in the Next Generation
Presenter: Amy Schuman

January 11, 2002 Family Business Ownership: How to be an Effective Shareholder
Presenter: Drew Mendoza of the Family Business Consulting Group

October 25, 2001 2nd Annual Family Business Gala - Where's Buddy?: An Interactive Performance/Workshop in Truth-telling in the Family Business
Presenter: DramaWorks Interactive Business Theatre

July 27, 2001 Building Harmony in the Family Business
Presenter: Christopher J. Eckrich, PhD of the Family Business Consulting Group

April 6, 2001 Can Family Business Compete in the New Economy?
Presenter: Professor Ernesto J. Poza

January 30, 2001 Family Business Compensation & Rewards
Presenter: Stephen L. McClure, PhD of the Family Business Consulting Group

October 20, 2000 Measuring the Success of Your Family Business
Presenter: Dr. John Ward of the Family Business Consulting Group

July 20, 2000 Love and The Bottom Line: A Play in One Act and The Strategic Vision: Values and Strategic Change in High Performance Family Firms
Presenters: Thomas Starko and Rachel Mickelson

April 6, 2000 How Does a One Billion Dollar Family Enterprise Survive into the Fourth Generation?
Presenter: Nancy Waichler

January 20, 2000 Straight Talk about Money
Presenters: Drs. Paul and Patricia Frishkoff

October 15, 1999 Taking it Personally: Families Working Together
Presenter: Dr. Edward Monte

July 22, 1999 How to Develop Your Family Business Policy Guide
Presenter: Dr. Joseph Astrachan

April 9, 1999 Smart Growth: Strategic Planning for Profitability and Continuity of the Family Firm
Presenter: Ernesto Poza

January 21, 1999 101 Ways to Give Your Children Business Cents
Presenter: Dr. Cindy Iannarelli

October 23, 1998 Gaining Agreement in Discord: Straight Talk in the Family Business
Presenters: Drs. Susan and Peter Glaser

July 23, 1998 "Outsiders" in the Family Business: Are you Getting the Most Value from Them?
Presenter: Dr. Marta Vago