Overview
To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.
Agenda>
The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises. The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the operation of the broader family enterprise and long term well-being of the family.
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.
For information about joining this Council, contact us by email or call 312-327-1247.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
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Monday, September 19, 2022 |
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5:45 p.m. |
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Social Event / Cocktails and Arrival Dinner |
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Tuesday, September 20, 2022 |
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8:00 a.m. |
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Breakfast |
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8:50 a.m. |
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Welcome, Introductions and Agenda Review Facilitated by Scott A. Winget, Enterprise Market Leader andGaby Griffin, Interim Co-President, FOX |
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9:00 a.m. |
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Building a Community: What, Why and How In a tight labor market, Pella Corporation and its shareholders knew they had to find a way to attract and retain top talent in order to attain their lofty growth objectives. Learn how they have been investing in the small, rural community they call home – and how those investments are paying off. |
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9:30 a.m. |
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Building a Community: Tour (3 hours) As part of the “Building a Community: What, Why and How” session, Stan will take attendees on a community tour showcasing several of the new amenities, as well as a Pella Corp factory tour so you can get a glimpse of how Pella windows and doors are made. |
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12:30 p.m. |
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Lunch |
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1:30 p.m. |
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Succession: All Systems Engaged Peter Begalla, JPB Consulting Group / Family Business Magazine A change in leadership requires reflection and action from all involved, the family ownership group, the board members, the executives, and to some degree even the external stakeholders. Taking a developmental approach to leadership succession allows good pressure to be brought to bear so that milestones and timelines are met, while thoughtful discussions about the role and future of the FO unfold. |
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2:30 a.m. |
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Break |
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2:45 a.m. |
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Peer Dialogue Facilitated by Scott Winget and Gaby Griffin, FOX |
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4:45 p.m. |
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Day 1 Meeting Adjourned |
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5:45 p.m. |
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Council Cocktails and Dinner |
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Wednesday, September 21, 2022 |
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8:00 a.m. |
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Breakfast |
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9:00 a.m. |
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Welcome Back |
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9:15 a.m.
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Highlights from the Comp & Benefits Study Hilary Leav, Director, Insights & Research, FOX This session will provide an overview of FOX’s recent Compensation and Benefits study. We’ll explore insights and findings from part 2 (FO staff benefits) and part 3 (FO staff compensation). |
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10:15 a.m. |
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Morning Break |
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10:30 a.m. |
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Peer Dialogue Facilitated by Scott Winget and Gaby Griffin, FOX |
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11:30 a.m. |
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Meeting Wrap-Up Scott Winget and Gaby Griffin, FOX
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11:45 p.m. |
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Day 2 Meeting Adjourne |