Virtual Ideas Fair
New year, new ideas.
The fast-paced, round-robin exchange of innovative ideas for family businesses delivered actionable insights and sparked meaningful discussions. In quick 1-3 minute "pop-up" presentations, speakers introduced fresh strategies, followed by breakout sessions where participants engaged deeply with the topics.
Highlights included:
- Simplify Succession: A tech tool that helps families mitigate issues when creating a succession plan.
- AI Powered Value: A tool designed to visualize and adjust business valuations.
- Elevate Hiring Practices: Nuances in recruiting non-family employees (NFEs).
- Enhance Leadership: Education options for business leadership, including Loyola's mini-MBA program.
- Strengthen Family Business Health: Insights into conducting a family business health check.
- Connect Through Peer Groups: The benefits of peer groups for family businesses.
- Streamline HR: Tools for managing human resources information systems (HRIS) effectively.
- Support Your Team: Resources like care partners and job performance referrals.
- Leverage AI for Research: Tools that increase efficiency in research.
- Improve Your Responses: Suggestions for handling inbound sponsorship inquiries and mergers and acquisitions.
Attendees left with fresh ideas and actionable tools to implement in their businesses and beyond.
Video
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View presentationEvent Speakers
Family Business Assessment
Elizabeth Bagger
Founder, Avanti Family Business Advisory
EAP: Serving the Whole Person
Jason Burns
Sr. VP of Expansion, Marketplace Chaplains
SOPs with EOS
Chad Eddy
Certified EOS Implementer, EOS Worldwide
Sharing the Story
David Goetz
Founder and President, CZ Strategy
Lessons in Generational Learning
Denitra Griffin
CEO, Drink Some Water, LLC
Professional Development
Kayla Gustafson
Program Manager, Loyola's Executive and Professional Education Center
EAP: Providing Proactive EAP Assistance
Bill Heffernan
Co-Founder, ScreenSafe, Inc.
Succession Planning
Joshua Kanter
Founder and CEO, leafplanner
Research Tools
Matt Knight
Executive Director, Alberta Business Family Institute, University of Alberta
Creating Community: Peer Groups
Karyn Linn
Program Manager, Family Business Center
Event Moderator
Jill McCall
Director, Family Business Center
Ongoing Business Valuation
Martin Myers
CEO, Co-Founder, Trelus
Streamlining HRIS
Kelen Perez Portera
Growth Market Account Executive, Paylocity
NFE recruiting
Bill Stranberg
Hiring Right
Managing Partner, Stranberg
Operations with OPTICS
Ryan Weiss
President, Effective Performance Strategies
New year, new ideas.
The fast-paced, round-robin exchange of innovative ideas for family businesses delivered actionable insights and sparked meaningful discussions. In quick 1-3 minute "pop-up" presentations, speakers introduced fresh strategies, followed by breakout sessions where participants engaged deeply with the topics.
Highlights included:
- Simplify Succession: A tech tool that helps families mitigate issues when creating a succession plan.
- AI Powered Value: A tool designed to visualize and adjust business valuations.
- Elevate Hiring Practices: Nuances in recruiting non-family employees (NFEs).
- Enhance Leadership: Education options for business leadership, including Loyola's mini-MBA program.
- Strengthen Family Business Health: Insights into conducting a family business health check.
- Connect Through Peer Groups: The benefits of peer groups for family businesses.
- Streamline HR: Tools for managing human resources information systems (HRIS) effectively.
- Support Your Team: Resources like care partners and job performance referrals.
- Leverage AI for Research: Tools that increase efficiency in research.
- Improve Your Responses: Suggestions for handling inbound sponsorship inquiries and mergers and acquisitions.
Attendees left with fresh ideas and actionable tools to implement in their businesses and beyond.