Leading Generation

Owners/CEOs or the most senior-ranked family business member belongs in the Leading Generation Roundtable. This group meets to discuss and help one another resolve critical family business issues, explore opportunities, share business and family experiences and act as a sounding board for each other.

"My experience in a Leading Generation Roundtable had been very positive. I have met some great people who are open to sharing their experiences and concerns. My group has been a great support system."
Carol Zettel, Trillium Metal Stamping

"Our group consists of sincere business persons who talk openly and are concerned about their business and will discuss family interaction, which I find helpful."
Dave Snyder, Snyder Metal Fabricating Ltd.

Next Generation

A key to successful transition is successor development and this Roundtable is a proven learning environment for the “next generation.” From peer-to-peer support to individual mentoring, the successors learn essential business skills that work with the legacy of the leading generation in order to achieve their greatest potential.

"If you are looking to openly discuss business issues amongst your peers, I feel the Roundtable groups are an excellent forum for doing so."
Chad Strassburger, TwinCorp Inc.

"Business is becoming more and more competitive and it's great to have a tight knit group to share experiences with."
Mark Bingeman, Bingemans

"We offer feedback to each other about family business and personal issues. Essentially we have become a group of friends who meets once a month to talk about our lives."
Joel Melloul, Melloul - Blamey Construction Inc.

"Next Generation Roundtables offer successors the opportunity to be with individuals who are experiencing the same things."
Scott Burn, Greatario Engineered Storage Systems

"I am surprised how comfortable people feel about sharing their concerns to the group. We have frank and honest discussions that are relevant to working with family members."
Nathan Hallman, Aberdeen Homes Limited

Key Non-Family Employee Group

Working within a family business environment presents its own challenges for the non-family employee. Learn, share and gain invaluable insight on how to make your career in a family business meaningful and enjoyable.

Advisor Group

This exclusive Roundtable is the ultimate in networking and learning. Family businesses present unique challenges to professional advisors – in this confidential forum, issues and successes are shared with other family business advisors. Increase your value to your clients by being part of this Roundtable. Exclusive to Corporate Partner Representatives and CFFB Advisors.