BREAKFAST MEETING

WEDNESDAY, OCTOBER 17, 2012

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  NEW MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  THURSDAY, OCTOBER 11

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, OCTOBER 11)

Strategic Communication with Family Business Owners – A Key to Successful Planning

DR. MARK VOELLER

This presentation will discuss why family business transitions fail and the role of communication in prevention for the estate planning process.  The use of a Family Code of Conduct will be discussed.  In addition, the keys to Managing Family Communication will be included.  A primer for estate planners is the understanding of the family culture and conflict.  The principles of conflict management and transformation will be discussed.  Participants are expected to leave with a set of new tools for intervening when communication breakdowns threaten the estate planning process.  This toolkit starts with new awareness of family conflicts that can disrupt the estate planning process. Participants will practice using a diagnostic technique tested with families world-wide. Finally, they will take away a basic understanding of conflict and the principles of conflict transformation.  Mark Voeller, an organizational psychologist and family systems expert, founded Dialogue Solutions, Inc., a management consulting firm specializing in working with families that own shared assets or operating businesses. He earned his MA from Wake Forest University and a Ph.D. from the University of Texas Southwestern Medical Center.  Mark is an Associate Senior Partner with Cambridge Advisors to Family Enterprise providing educational and consulting services to family businesses and their advisors around the world.  Mark frequently partners with both financial and legal advisors helping to design strategies and structures to successfully pass operating companies and a legacy of wealth stewardship from one generation to the next.

Continuing education credit pending for 1.0 Hour.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($750 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council)