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FBN Summit 2019

Fairmont Scottsdale Princess | Scottsdale, AZ
January 23-25, 2019

Registration Fee: $1,550
ISA Members Only

Registration Now Open!
Call McKenzie Zutell at (866) 460-2360 to Register

Who Should Attend?

If you are the leader of a family-owned business and you want practical tools to help your leadership in the core functional areas of your business then this summit is for you.

Family Business Network Members Only

What Will You Learn?

  • To develop a framework that enables you to address the critical areas of leadership in a family-owned business (Family, Business & Ownership).
  • To learn about buy/sell agreements, succession planning and the sensitive topic of family members who aren’t owners of the business (Cohort A).
  • To learn about the Entrepreneurial Operation System (EOS) and the proven benefits it could provide to your company (Cohort B).
  • To gain the tools needed to ensure alignment with the ownership team toward a common legacy and vision.
  • To meet and network with other family business leaders who share similar experiences and challenges in their own businesses.
Fairmont Princess Scottsdale

Fairmont Princess Scottsdale

7575 East Princess Drive
Scottsdale, AZ 85255
(480) 585-4848
Discounted ISA Group Rate: $329

Book Your Room Now!
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Accommodations

Hotel Arrangements

Fairmont Princess Scottsdale

7575 East Princess Drive
Scottsdale, AZ 85255
(480) 585-4848
Discounted ISA Group Rate: $329

Book Your Room Now!

Need more info? Contact Glenn Kalnins at gkalnins@isapartners.org

Summit Agenda

Day 1 - January 23, 2019

4:00 pm EST 8:00 pm EST

Registration & Badge Pick-up

Location: Fairmont A & B Patio

5:00 pm EST 8:00 pm EST

Welcome, Opening Reception & Team Building

Location: Fairmont A & B Patio

Day 2 - January 24, 2019

7:30 am EST 8:30 am EST

Breakfast: FBN Members & ALL Spouses

Location: Fairmont Gold Meeting Room A Patio

8:30 am EST 8:45 am EST

Summit Kick-Off

Matt Cohen, President of Replenex and Family Business Network Chair

Location: Fairmont Gold Meeting Room A Patio

8:45 am EST 10:15 am EST

Buy/Sell Agreements: Cohort A

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

8:45 am EST 10:15 am EST

Family, Business & Ownership – Connecting the Circles:  Cohort B & ALL Spouses (from Cohorts A & B)

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

10:15 am EST 10:30 am EST

Break

Location: Fairmont Gold Foyer

10:30 am EST 12:00 pm EST

Buy/Sell Agreements: Cohort A

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

10:30 am EST 12:00 pm EST

Family, Business & Ownership – Connecting the Circles: Cohort B

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

12:00 pm EST 1:00 pm EST

Networking Lunch for FBN Members: Cohorts A & B

Location: Fairmont Gold Meeting Room A Patio

1:00 pm EST 2:30 pm EST

Communicating with Family Members Who Are Not Owners: Cohort A

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

1:00 pm EST 2:30 pm EST

Leading Your Business – The Entrepreneurial Operating System: Cohort B

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

2:30 pm EST 2:45 pm EST

Break

Location: Fairmont Gold Foyer

2:45 pm EST 4:15 pm EST

Communicating with Family Members Who Are Not Owners: Cohort A

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

2:45 pm EST 4:15 pm EST

Leading Your Business – The Entrepreneurial Operating System: Cohort B

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

4:15 pm EST 4:30 pm EST

Day 1 Wrap-Up

Matt Cohen, President of Replenex and Family Business Network Chair

Location: Fairmont Gold Meeting Room A Patio

4:30 pm EST - on EST

Day 1 Adjourns

Dinner on your own

Day 3 - January 25, 2019

7:30 am EST 8:30 am EST

Breakfast: FBN Members & Cohort A Spouses

Location: Fairmont Gold Meeting Room A Patio

8:30 am EST 8:45 am EST

Day 2 Kick-Off

Matt Cohen, President of Replenex and Family Business Network Chair

Location: Fairmont Gold Meeting Room A Patio

8:45 am EST 10:15 am EST

Succession Planning: Cohort A & Cohort A Spouses

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

8:45 am EST 10:15 am EST

Leading Your Business as an Owner: Cohort B

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

10:15 am EST 10:30 am EST

Break

Location: Fairmont Gold Foyer

10:30 am EST 11:45 am EST

Succession Planning: Cohort A & Cohort A Spouses

Brad Johnston, The Johnston Group

Location: Fairmont Gold Meeting Room B

10:30 am EST 11:45 am EST

Leading Your Business as an Owner: Cohort B

Sara B. Stern, Professional EOS Implementer, Family Business Minnesota

Location: Fairmont Gold Meeting Room A

11:45 am EST 12:00 pm EST

Summit Wrap-Up

Matt Cohen, President of Replenex and Family Business Network Chair

Location: Fairmont Gold Meeting Room A Patio

Speakers

Speakers for the Family Business Network Summit 2019

Brad Johnston

The Johnston Group

See More

Sara B. Stern

Professional EOS Implementer, Family Business Minnesota

See More
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