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UToledo Family Business Center

Family Business Alliance Conference 2024

The Family Business Alliance was formed in 2003 to bring together directors of university-based family business programs. While this remains an informal association of professionals, we welcome the participation of additional directors of family business programs in the academic space. There are approximately 50 centers dispersed throughout the United States and Canada that are affiliated with the Family Business Alliance. For an up-to-date list of affiliated family business centers, as well as an archive and schedule of Family Business Alliance meetings, please visit the Family Business Success Blog.

Conference Overview

Each year, the Family Business Alliance hosts an annual meeting at one of the participating campuses. Attendees include directors, program managers, university officials and key stakeholders. While in each region, we also have the opportunity to visit with local family businesses and leaders. This year the University of Toledo Family Business Center welcomes you to Toledo, Ohio!

2024 Conference

The University of Toledo Family Business Center

Director: Angie Jones, angie.jones@utoledo.edu

Assistant Director: Megan O'Brien, megan.obrien3@utoledo.edu

Program Manager: Eva Curtis, eva.curtis@utoledo.edu

Date: Monday, June 10 - Wednesday, June 12, 2024

Location: Center for Alumni & Donor Engagement (CADE) - 4500 Dorr St, Toledo, OH 43607

Cost: $450 per conference attendee 

$150 per guest (this includes dinners and evening activities, but not daytime accommodations)

The conference will start on Monday, June 10 at 4:00 pm and end on Wednesday, June 12 with an evening Mud Hens game. Registration costs include all programming, meals and activites from dinner Monday through the baseball game on Wednesday. Preferred arrival would be Sunday evening or Monday morning and departure on Thursday morning to ensure your attendance at the full conference. 

registration

*You will be prompted to create a username and password in our member portal to register. If you have multiple conference attendees from your Center, each person will need to register seperately. If you need invoices combined or seperated for your records please email Eva Curtis at eva.curtis@utoledo.edu.

Hotel: Hilton Garden Inn (101 N Summit St, Toledo, OH 43604)

 

travel Information

Agenda

The conference will start on Monday, June 10 at 4:00 pm and end on Wednesday, June 12 with an evening Mud Hens game. Registration costs include all programming, meals and activites from dinner Monday through the baseball game on Wednesday. Preferred arrival would be Sunday evening or Monday morning and departure on Thursday morning to ensure your attendance at the full conference. 

Monday, June 10, 2024

4:30 p.m.   Informal welcome, introductions, and pre-conference networking at the hotel

6 p.m.   Dinner at Maumee Bay Brewery in the historic Oliver House

Tuesday, June 11, 2024

Sessions run from 9 a.m. – 4 p.m. A continental breakfast, lunch, dinner, and transportation to and from all venues will be provided.  

Session 1: Elevate Your Programming

    • Sample topics include best programs; speaker recommendations; out-of-the box ideas; things that didn’t work; collaborating with other Centers.

Session 2: Exploring Family Business Center Models

    • This session features a panel of directors representing three distinct center structures: university-funded, fully independent, and hybrid models. Panelists will discuss the pros and cons of each affiliation, offering insights into how different structures can impact center operations and success.

Lunch at the café.

Session 3: Maximizing Your Board Impact, facilitated by Aly Sterling Philanthropy

    • Sample topics include best board structures; how to leverage your board members; running board meetings efficiently; board evaluations; fiduciary vs. non-fiduciary boards; finding the right board members and board member job descriptions.

Session 4: Participants will have the option to choose between the following sessions:

    • All Things Membership
      • Sample topics include membership models; member dues and benefits; engaging members; reciprocal memberships.
    • All Things Academic
      • Sample topics include family business curriculum, family business and entrepreneurial research, executives and scholars in residence, and academic collaboration with other centers.

6 p.m.   Dinner and Tour of the Bellwether at Toledo Spirits

Wednesday, June 12, 2024

Sessions run from 9 a.m. – 4:30 p.m. A continental breakfast, lunch, dinner, and transportation to and from all venues will be provided.  

Session 5: Building and Managing Effective Peer Groups, facilitated by Forum Within

    • Sample topics include peer group structures (paid facilitator vs. self-moderated), best practices; training and facilitating. setting up groups, managing multiple groups.

Session 6: Boosting Your Productivity with AI and Technology

    • Sample topics include using AI for workplace efficiency, AI for social media and marketing, leveraging other forms of technology.

Lunch at the historic Inverness Club.

Session 7: The State of Family Business

    • This session is facilitated by FEUSA and provides an update on the Family Business Survey results, the family business caucus and the relevant happenings in DC.

Session 8: Participants will have the option to choose between the following sessions:

    • Crafting Budgets and Boosting Funds
      • Sample topics include benchmarking Center budgets, non-traditional ways to generate revenue, grants and fundraising.
    • Engaging Students
      • Sample topics include how to engage with students who are part of a family business, family business student organizations/groups, connecting students with family businesses, ways to connect students to students from other Centers.

6:30 p.m. Toledo Mud Hens game and Dinner (across the street from the hotel)

Unless noted, sessions are facilitated by conference attendees.

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Last Updated: 7/15/24