Virtual Ideas Fair
New year, new ideas—let’s get started!
Join us for a fast-paced, round-robin exchange of innovative ideas for your family business and beyond. In quick 1-3 minute "pop-up" presentations, speakers will introduce fresh, actionable insights. Afterward, dive deeper by joining presenters in their breakout rooms for further discussion and exploration.
Featured topics:
- Simplify Succession: Discover a tech tool that helps your family mitigate issues when creating a succession plan.
- Gamify Valuation: Discover a tool that helps you visualize and adjust your business valuation.
- Elevate Hiring Practices: Understand nuances in recruiting NFEs.
- Enhance Leadership: Hear about education options for your business leadership that include Loyola's mini-MBA program.
- Strengthen Family Business Health: Consider taking a family business health check.
- Connect Through Peer Groups: Discover how peer groups support you and your family business.
- Streamline HR: Explore tools for managing HRIS effectively.
- Support Your Team: Explore resources like care partners and job performance referrals.
- Leverage AI for Research: Learn about a tool (or a few!) that can increase your efficiency.
- Improve Your Responses: Take in suggestions for handling inbound sponsorship inquiries and mergers and acquisitions.
Event 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
Event details
Date: Tuesday, January 7, 2025
Event: Noon - 1:00 p.m. (CT)
Format: Zoom
New year, new ideas—let’s get started!
Join us for a fast-paced, round-robin exchange of innovative ideas for your family business and beyond. In quick 1-3 minute "pop-up" presentations, speakers will introduce fresh, actionable insights. Afterward, dive deeper by joining presenters in their breakout rooms for further discussion and exploration.
Featured topics:
- Simplify Succession: Discover a tech tool that helps your family mitigate issues when creating a succession plan.
- Gamify Valuation: Discover a tool that helps you visualize and adjust your business valuation.
- Elevate Hiring Practices: Understand nuances in recruiting NFEs.
- Enhance Leadership: Hear about education options for your business leadership that include Loyola's mini-MBA program.
- Strengthen Family Business Health: Consider taking a family business health check.
- Connect Through Peer Groups: Discover how peer groups support you and your family business.
- Streamline HR: Explore tools for managing HRIS effectively.
- Support Your Team: Explore resources like care partners and job performance referrals.
- Leverage AI for Research: Learn about a tool (or a few!) that can increase your efficiency.
- Improve Your Responses: Take in suggestions for handling inbound sponsorship inquiries and mergers and acquisitions.