University of Mary – 7500 University Drive | Bismarck, ND
Business leaders constantly deal with exponential change.
Add in the greater complexity of involving family and the challenge becomes greater.
You are faced with questions: How should our family develop leaders who are up to handling the different challenges? Should I be taking charge or stepping back and let others learn from experience?
Register for this unique one-day experience and provide your family business with valuable information on leadership development, communication and how to effectively manage change.
Fees: $150 Member and $250 non-member
Featured Speakers
In this engaging, interactive session, you will have the opportunity to work with Master Coach Pete Walsh as he shares the formula for building a strong, sustainable and winning family business team. Pete will also have an on-site assessment to see how your team scores on the 10 Core Skills every family business team needs, and help you design a tailored coaching plan.
What you’ll walk away with as a participant in this session:
• Clear set of priorities of areas of improvement on your team
• Actionable plan you can start with your team right away
• Practical, proven exercises to engage your team
• More confidence about your team and its future
• An experience of the power of effective coaching
Co-Founder of Culver’s, a nationally recognized franchise, Craig will share his story about going into business with his father and the challenges they faced first in starting a new restaurant and then branching out into franchises. Even as they expanded, Craig knew their success came from their spirit of genuine hospitality and commitment to handcrafted meals – something he works to instill in each new franchise. There will be plenty of takeaways as Craig shares the lessons learned as they have led, grown and governed as a successful family business.
Paul Steffes P.E. is the CEO and chief innovation advisor for Steffes LLC, a North Dakota manufacturer of oilfield products, off-peak electric thermal storage (ETS) heating systems and contract products.
Paul is known for his innovation and entrepreneurial spirit which has won him many local and national awards including the Prairie Business Leaders & Legacies 2019 Top 10 Executives Award. Through his participation and support of various local organizations and economic development efforts, Paul has become a respected leader of his community.
Paul has an interesting story of entrepreneurism, company culture, reinvention and how Prairie Family Business and others has helped to engage the next generation and significantly increase the likelihood of successful succession.
Paul and Laurie have 3 children; Suzi, Kyle and Katie, who are all active owners and 2 of them are active in the business.
Ms. McNeely is the principal consultant for all the services Abbey Legacy provides.Prior to starting Abbey Legacy, Sandra McNeely served as the Director of the Marquette University Center for Family Business working with family businesses ranging in size from ten employees to over one thousand employees with annual revenues ranging from two million to over one hundred million dollars.
She has been a presenter for Family Firm Institute, Inland Press Association, National Shoe Retailers Association, Prairie Family Business Association, Marquette University Center for Family Business, and other various state and national trade associations. Abbey Legacy is a sponsor of the Prairie Family Business Association, which serves family businesses in five states. Ms. McNeely is a board member of several family business and nonprofit organizations and serves as a facilitator for Prairie Family Business affinity peer groups.
She earned an MBA in Finance from Central Michigan University and a Bachelor of Social Science in Public Administration from Pennsylvania State University. She has served as an adjunct faculty member at Marquette University.
Agenda
7:30-8:00 – Registration and Breakfast
8:00-8:15 – Welcome
8:15-8:45 – Monsignor James Shea
8:45-9:45 – Keynote: Pete Walsh
Peak Performance Coaching, LLC.
- Introduction to 10 core skills your team needs to succeed and accessing your team’s current state.
9:45-10:00 – Break and Visit Sponsors
10:00-11:00 – Keynote: Pete Walsh
Peak Performance Coaching, LLC.
- Creating a “coaching culture” in your family
- Designing your practice plan to use with your team
- Questions and Answers and Live Coaching
11:00-11:45 Panel Discussion
- “Leadership, Legacy and Leaving”
11:45-1:00 – Lunch
- Craig Culver – Culver’s Restaurant
Family Business Success Story
1:00 -1:10 – Break and Visit Sponsors
1:10-2:10 – Planning for Multi-Generational Sustainability
2:10 -2:20 – Break and Visit Sponsors
2:20-3:00 – Small Group Discussions
- Choose Your Topic:
- Family Member Compensation: from Intern to CEO
- Sibling Partnerships
- Family & Business Mission Statements
3:00-4:00 – Paul Steffes, Steffes LLC
- Family Business Success Story