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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!
Back to Summit

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

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To all ISA Members and ISA Atlanta 2020 Attendees,

After continuous monitoring of the evolving situation with the novel coronavirus (COVID-19) and much deliberation, the Industrial Supply Association (ISA) is announcing today that the ISA Board of Directors have voted to cancel ISA Atlanta 2020 scheduled to take place April 20-22 in Atlanta, Georgia. Everyone at ISA understands and appreciates the time, effort, and resources that you have put into preparing for this event. Like you, we have been working hard, and were looking forward to coming together to Engage, Learn and Lead.

This decision was made after careful review of the most recent facts from the Centers for Disease Control (CDC), World Health Organization (WHO), the Georgia Department of Public Health and other local authorities. Ultimately, the health, safety and well-being of our members, management team and the community at large led to this decision. Although difficult, as this decision comes at a significant cost to ISA which is a nonprofit, we know it’s the right thing to do.

With that in mind, it’s important to note that ISA is YOUR ASSOCIATION and ISA is OUR INDUSTRY. With over 118 years of history, our mission is to provide the strategies and tools to help companies remain relevant throughout industry change. This global pandemic, combined with the accelerating disruption we all are facing, demonstrates now more than ever the need for ISA to continue its pursuit of Leading the Channel Forward®.

The good news is that we have the financial strength to weather this storm. We plan to access our financial reserves to make that happen. These reserves are intended to protect ISA in times like this and for investing in value added programs that benefit ISA members and our industry.

With this decision, we are prepared to refund 100% of all registration, booth and sponsorship fees. However, recognizing the significant impact on our reserves, we are asking for your consideration in donating your registration, booth fees and/or sponsorships to the ISA Foundation, all or in part, at the level your organization is able to support. Foundation funds will only be used for education, research and/or scholarships and your organization will be recognized as a supporting patron of the Foundation helping ISA continue its mission critical purpose. Your donation will help continue the momentum and fuel the future of the Industrial MROP Channel. We recognize the magnitude of this ask, but if each company can help in some way, together, we will strengthen ISA, our community and industry overall.

In the coming weeks, a member of the ISA team will contact all ISA Atlanta 2020 participants to discuss refunds and or donations. Due to the large number of companies and attendees we ask for your patience as we begin this process. This is a priority and will be given the urgency it deserves.

In closing, I would like to thank everyone that has reached out with overwhelming support and positive feedback regarding the path and mission we are on. To all, please keep an eye out for upcoming announcements regarding the Lifetime Achievement Award, Innovation Impact Awards, Phase 2 Analytics for Distributor, Manufacturers and IMRs, Scholarships and so much more.

On behalf of the ISA Board of Directors, I would like to thank you for your patience throughout this decision-making process and your commitment to your association – ISA.

Stay up to date with the latest information we have here.

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Cancellation Policy for Registration:

The Emerging Leaders Virtual event will be recorded and available for thirty days after September 2nd 2020. Due to the virtual accessibility of this summit, no refunds will be issued if you are unable to attend the live event.

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Cancellation Policy for Registration:

The Women in Industry Virtual Summit 2020 will be recorded and available for 30 days after the event. Due to the virtual accessibility of the event no refunds will be issued if you are unable to attend the live event.

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Cancellation Policy for Registration:

Economic Guidance: Gearing Up for Growth Webinar will be recorded and available for 30 days after the event. Due to the virtual accessibility of the event no refunds will be issued if you are unable to attend the live event.

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First-Time Attendee Non-Member Rate Policy

This policy is for first-time attendees whose company has never been an ISA member or, whose company has not been an ISA member for the past 3 years.

Defining “First-Time”:

Occurrence:

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Emerging Leaders Hot Pass

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Emerging Leaders All Access Pass

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Member Rate Policy

To qualify for member rates, 2020 membership dues must be paid.

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Non-exhibiting Rate Policy

Non-exhibiting rate is for the first attendee only – any additional attendees, see the Member or Non Member rates.

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