Events and Programs

Growing and Prospering in 2009 by Learning, Mentoring and Sharing

Upcoming Programs

January 28, 2009
Governance – How Family Businesses Make Decisions
Del Paso Country Club
8:00am-5:30pm

“Governance” for family business is a process that promotes trust, family cohesion and higher business performance. The ultimate result of good governance is that there is harmony among all the constituents. Since a family business encompasses both the business and the family, governing it is, by nature, more complicated. How family businesses make decisions that impact both the family and the business is essential to success, sustainability and prosperity of both the business and the family.

This highly informative seminar will present the best practices that give family businesses the path to higher performance and longevity through the use of boards, either informal, advisory or fiduciary and family councils that, among other functions shape family input to the direction of the family business.

WHAT YOU'LL LEARN
The seminar will cover such topics as:

Business Governance	Family Governance
Life cycle of business and boards Boards as strategic assets Recruiting directors Board operations Role of the family in governance	Defining effective ownership groups Establishing inter-generational dialogue Family councils Leading change

Over lunch our seminar leader, Jack Moore, will present the story of Benjamin Moore Paints' renewal that resulted in doubling the company’s bottom line.

The afternoon session will feature facilitated topical breakouts on such topics as:

Professionalizing your board
Setting boundaries among family, board and management

Developing family leaders
Creating a family council

Attendees will continue discussions in reconvened affinity groups (such as by family, in-laws, next generation leaders, etc.). The seminar will conclude with a plenary “Key Points” discussion.

A hosted social hour will conclude the day’s activities.

RSVP to: Maggie Bender (916) 973-3746 or send us an email.

Future Programs

March 17th, 2009
A “Fireside Chat” with Michael Mondavi
Moderated by Professor Robert Smiley, Director, Wine Industry Studies.
Del Paso Country Club
5:30pm-6:30pm - Wine Tasting & Reception
6:30-7:30pm - Fireside Chat and Q&A

Michael Mondavi is the founder and coach of Folio Wine Partners, which he started with his wife, Isabel; son, Rob; and daughter, Dina in 2004.

He is a leading wine industry executive, innovator and entrepreneur who has grown a successful new wine venture since the sale of his family’s legendary winery in Oakville, five years ago.

RSVP to: Maggie Bender (916) 973-3746 or send us an email.

Past Programs

December 3, 2008
Second Annual Pre-Holiday Social
California Fat's, 1015 Front Street, Old Sacramento

The Fat Family, Fat's Restaurants and The Capital Region Family Business Center hosted members, their family, spouses and significant others at the 2nd Annual Pre-Holiday Social.

The event featured:

A bit of history about the Fat Family and Fat’s Restaurants
A preview of what’s in store for The Capital Region Family Business Center in 2009
A chance to enjoy each other's good company and some very fine food, together with a hosted wine and beer bar.

October 16, 2008
A Presentation by Julia Flynn Siler
Del Paso Country Club

Featured author and Wall Street Journal writer, Julia Flynn Siler who discussed her new book, The House of Mondavi, The Rise and Fall of an American Wine Dynasty.

September 24, 2008
“Oktoberfest with Sierra Nevada”
Chico, California

The Grossman family invited all members to join them for a harvest celebration. An executive motor coach was provided to transport members and guests to the Sierra Nevada Brewery.

July 17, 2008
“Governance --- How Family Businesses Make Decisions”
Del Paso Country Club

A panel of Sacramento region family businesses addressed the topic. The diverse panel for this highly interactive program was:

David Nickum, President & CEO, Valley Aggregate Transport, Inc
Dave Pringle, Executive Vice President, Pacific Coast Building Products
Lane Steinmetz, President/CFO, Norquist Salvage Corporation

Our moderator for the panel discussion was Carey Berger, President of Business Service Resource Group, Lawrence, Kansas. Carey has worked with numerous companies for several years and lent his expertise to the discussion.

April 30, 2008
“Assessing Talent, Knowledge and Skills of the Next Generation - Acres of Diamonds”
Del Paso Country Club

Dianne Miller, President, Wilcox, Miller and Nelson (a local executive search firm) facilitated a panel discussion of business owners addressing the emotional and family issues they have faced in evaluating, counseling and redirecting family members.

March 20, 2008
"Cultural Intelligence: Understanding Rapid Adaptation (Thinking In The Future Tense: Making Sense of the World)"
Speaker: Jennifer James,Ph.D.

The current rapid and pervasive globalization of the world through communications technology is forcing us to adapt at warp speed. ... We are skilled at managing new technology and economic transitions. We can accommodate shifts in populations and increasing diversity. We get stuck when it comes to culture – our belief systems about the ways things “ought to be.” ...

This presentation gave the audience a greater understanding of the nature of adaptation and the world they are in (as families, generations and leaders) and how to manage it.

November 15, 2007
First Annual Pre-Holiday Social
California Fats
1015 Front Street
Old Sacramento

Fat Family, Fat Restaurants and The Capital Region Family Business Center invite all members, their spouses and significant other to a pre-holiday social where we will celebrate the upcoming holiday season with good friends, good food, good drink and a short presentation by Lois Lang on how to take the stresses of the holidays in stride.

September 27, 2007
“Perpetuation Desires & Estate Tax Realities”
The Sutter Club

Dave Lucchetti (CEO Pacific Coast Companies), Jim Errecarte (CEO SunWest Foods) discussed how they have achieved success in the perpetuation and tax planning aspects of their business. In addition, legal and accounting experts offered brief overviews n current estate tax matters.

June 21, 2007
“It’s Our Turn Ready or Not”
Del Paso Country Club

Neil N. Koenig, Ph.D. (Family Business Consultant) facilitated a panel discuss on next generation business owners who shared their challenges and issues they faced while preparing for succession of leaders, owners, managers and shareholders. The panel: Diane Teel Perry (Raleys), Scott Berger (Tony’s Fine Foods) and Steve Bender (Warren G, Bender Co).

April 26, 2007
“It’s Not Your Father’s Workplace Anymore - Growing a Family Business During Generational Shifts”
The Sutter Club

Carolyn Martin, Ph.D., a world class educator, author, key note speaker discusses generational differences in the workplace and leading management practices especially related to multi-generational family businesses.