FORUMS

March 13,

7:30 - 10:30 am
"Vertically Coordinated":

Aligning Businesses and Leadership at Clemens Food Group,
Doug Clemens,

Radnor Valley Country Club

May 14,

5:30 - 8:30 pm

Communication Styles: Enhancing

Group Decision Making for Success

Tom Rogerson,

Sheraton Valley Forge

September 18,

8:00 -

10:30 am

Creating Clarity and Purpose at Day & Zimmermann

Bill Yoh,

Radnor Valley Country Club

Best Practice FORUMS:

June 5

Exit Strategies

Stay tuned for more details!

October 23

Buy-Sell Agreements

Stay tuned for more details!

Stay Connected

FEBRUARY NEWSLETTER

2014

2014 FORUM THEME:

HEALTHY FAMILIES & HEALTHY ENTERPRISES

It can be surprising to learn that some of the same core competencies required to create healthy organizations are needed to have a healthy family - which, when governed, becomes an organization. This year our Forums will address four key Disciplines that will guide you on your journey toward both.

Click here to learn about how we are integrating the 4 Disciplines of The Advantage: Why Organizational Health Trumps Everything Else in Business, and offering Best Practice Assessment Tools at each FORUM.

Click on the links on the left to view details of each event and to register!

MEMBER Updates

Several FORUM members will be presenting at the Family Business Magazine Transitions East Conference in Tampa, FL on March 26-28:

Andrew Pitcairn, Pitcairn
Amanda Westphal Radcliffe, Vertex, Inc.
Alicia Clemens, Clemens Family Corp.

Sally and many other members will also be attending. Click here to register!

Congratulations to:

George Didden Greenhouses, Inc. celebrating 100 years of family ownership and management!

Brubacher Excavating, Inc. for achieving a safety milestone of 555 work days with no lost time work injuries!

Announcing 2014 Member Advisory Council (MAC), which serves as a strategic think tank to enhance the effectiveness and relevance of the FORUM:

Josh Balmer, Penn Valley Gas
Aaron Baum, Baum Precision Machining
Keith Brubacher, Brubacher Excavating, Inc.
Heather Chandler, Sealstrip Corp.
Megan Hausmann, PrintMail Systems, Inc.
Mike Hiller, Laboratory Testing, Inc.
John Reininger, Clemens Family Corp.

PREMIER SPONSOR Updates

Lacher & Associates, was featured on the cover of Rough Notes magazine in November. Click here for more details!

Congrats Leslie Voth and her team at Pitcairn:

Named "Best of the Decade Boutique Multi-Family Office" by Family Wealth Alliance
Named one of the Top 50 Family-Owned Businesses in 2013 by the Philadelphia Business Journal
Rick Pitcairn named Chief Investment Officer of the year

PREMIER SPONSORS

EVENT SPONSORS

OUR MISSION: Flourishing Families & Enterprises

Since 1988, it's been our privilege to guide multi-generation business families through their complex, unique journeys. We have served over 600 business families across the nation, and our customized, intergenerational, team-building process provides the direction, confidence and tools to overcome the dangers, beat the odds, and reach the summit for each family member & their enterprises!

Click here to read about our 2nd Generation Transition!

Sally Derstine Scott Hackman Henry Landes

Delaware Valley Family Business Center | 215-723-8413 | sally@dvfbc.com | www.dvfbc.com
340 N Main St Telford, PA 18969