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Webinar ~ Facilitator's Guide to Conducting Effective Family Meetings

There is no charge for Members to attend this webinar.
Until we can safely gather again, EBPC Hartford will continue to provide members with quality educational offerings as online webinars.  After you register, you will receive an email from gotowebinar with your unique call in and log in information. Please do not share this unique log in with anyone (only one person can use it).
As we get closer to the event, we will also send you tips and instructions about the webinar. Registration deadline is February 24th.   Registrations can not be accepted on the day of the webinar.

Thursday, February 25, 2021
4:00 PM - 5:00 PM


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Don Opatrny, LMFT
Lovins Group, LLC

Keith Michaelson
The Lovins Group

Feb 25 2021 4:00PM

Facilitator's Guide to Conducting Effective Family Meetings

In the normal course of family business, family members and their trusted advisors often find it difficult to decipher what is going on when tensions rise in various meetings. Discussions can go off track and emotions run high without a clear understanding of what needs are being expressed. Well-planned and regularly scheduled family meetings provide a space for family members to discuss the family-related aspects of being in business together such as: the impact of family dynamics on business performance; family member employment opportunities; generational succession; and family wellbeing in the context of growing the business. Without a place to have these conversations, family issues “leak” into other meetings and can undermine important ownership and management discussions, to everyone’s frustration. Trusted advisors can help their clients understand the value of investing in creating effective family meetings and help to facilitate them.

In this 45-60 minute workshop, advisors will:
● Explore the appropriate place and purpose of family meetings in the context of
family business governance.
● Learn how to help their clients prepare for and run an effective family meeting.
● Increase their ability to identify what makes family meetings effective and what
throws them off course.
● Understand how trust among family members plays an essential role in
successful family meetings and what they can do to help trust grow.
● Discuss a list of valuable family meeting topics they might facilitate.
● Learn the “Road Tested Rules” of creating effective family meetings developed
by the presenters over many years facilitating family meetings in enterprises
ranging from mom-and-pop shops to the top of the Forbes 400 and everything in


DateCourse Title/DescriptionStart
Feb 25, 2021 Facilitator's Guide to Conducting Effective Family Meetings Don Opatrny, LMFT Keith Michaelson 4:00 P

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