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Advanced Management Forum

Complexities and Opportunities in Family-owned Banks: A Family/Owners’ Workshop

OMNI Rancho Las Palmas, Palm Springs, CA

January 17-20, 2016
OMNI Rancho Las Palmas, Palm Springs, Calif.
Enrollment Deadline: December 15

Research indicates that family and ownership issues, when left unaddressed, can have a significant negative impact on family business success; anecdotally we know tnow this to be true as well. Yet the vast majority of family-owners have not participated in sufficient (or any) training about how to be effective within the context of their family’s ownership of the bank.

OMNI Rancho Las Palmas, Palm Springs, CA

Content will focus on individual and family skills to strengthen leadership and bolster trust, as well as recognizing the business challenges and opportunities faced by family-owned banks.  We will also describe universal challenges and opportunities that are often left un-leveraged. Content and exercises will primarily cover both personal and interpersonal complexities and opportunities within the family-owned bank.

Conducting Family Meetings is one of the three best practices of successful, multi-generational family owned businesses. Family meetings are a most worthwhile investment of resources. A unique offering of this workshop is the semi-facilitated, private Family Meetings & Application Sessions in which family/owners can practice and integrate new skills and learnings they’re acquiring immediately for their organization.

OMNI Rancho Las Palmas, Palm Springs, CA

This unique, hands-on workshop will be held at the OMNI Rancho Las Palmas, in Palm Springs, where your family members and management team can enjoy a meaningful, informative program while spending quality time together at the resort during evenings and breaks. This location is an ideal venue for families to address key issues in a relaxed setting -- and the reduced room rate makes it affordable to bring the whole family.