Family Business Forum

The Family Business Forum (FBF) was established by the Rothman Institute of Innovation and Entrepreneurship in 1992 to support family businesses. The Forum is designed to provide family businesses in the metropolitan area with a unique opportunity to learn from leading experts about proven strategies for successfully owning and operating a family business through outcome oriented educational programs and seminars.

The Forum also provides members with the opportunity to exchange ideas and share experiences. Programs are designed to foster interaction and participation by addressing issues of specific concern. The members-only environment fosters long-term relationships based on mutual trust and understanding and an ongoing dialogue about family and business issues.

Spring 2018 Schedule

RSVP 973-443-8842; rothman@fdu.edu. Free for FBF members and FDU faculty, staff, and students. Non-members, one-time attendance $75.

Succession Planning

Thursday, February 8, 2018, 8 AM to 10:30 AM
Rutherford Room, Florham Campus
John Dowd, VP, Financial Advisor AllianceBernstein

Managing Risk That Leads to Conflict.

Tuesday, March 27, 2018, 6 PM to 8:30 PM
Metro Campus

Decision Making and Leadership

Tuesday, April 24, 2018, 8 AM to 10:30 AM
Rutherford Room, Florham Campus
Ed Ahart, Schenck, Price, Smith & King, LLP

Content Marketing

Tuesday, May 15, 2018, 8 AM to 10:30 AM
Rutherford Room, Florham Campus
Susana Fonticoba, Right Click Advantage

Fall 2017 Schedule

Becoming a Disruptive Competitor

Thursday, September 28, 2017, 8 AM to 10:30 AM
Orangerie, Florham Campus
Presented by Doug Berger, Managing Director, INNOVATE LLC.

Millennial Retention for the Family Business

Thursday, November 2, 2017, 8 AM to 10:30 AM
Rutherford Room, Florham Campus
Presented by Bryan Kuderna, Certified Financial Planner, Kuderna Financial Team

Simplifying the Workplace: How to Run a Company Effectively and Efficiently

Thursday, December 7, 2017, 4:30 to 7:30 PM, featuring the Holiday Social
Hartman Lounge, Florham Campus
Presented by Bill Jensen, CEO, The Jensen Group

Why a Forum only for family firms?

Family businesses face unique challenges. In addition to all of the fundamental issues involved in operating a business, families in business must address a number of other important concerns, including:

  • Developing visions for the family and business that are mutually compatible
  • Selecting and preparing successors
  • Planning for estate taxes and ownership transfer
  • Developing fair and effective compensation strategies for family members as well as non-family employees
  • Developing and implementing governance structures
  • Fostering open and productive communication
  • Creating productive roles for family members who are not active in the business
  • Managing conflict within the family and business
  • Attracting and retaining non-family managers and employees

What to Expect from a Forum Seminar

A typical Family Business Forum seminar consists of from 30 to 50 attendees, representing two or three generations, with family and non-family members from various types and sizes of businesses. Representatives from sponsoring organizations are also present at seminars to offer their expertise when appropriate. Seminars vary in content and format. Some feature family business experts while others include panels of members and sponsors.