2017
LEGACY FAMILY
BUSINESS FORUM
July 21-23, 2017
Fort Lauderdale Marriott
Harbor Beach Resort & Spa
Fort Lauderdale, FL
Transportation
Intermediaries
Association
Key Insights
The Legacy Family Business Forum address
your most pressing family, business and
financial challenges. Providing opportunities
for expert led discussion on topics affecting a
multi-generational family business.
NEXT GENERATION
Working with Parents
Non-Working Family Members
Only at the Legacy Family Business Forum can
you gain real knowledge about:
The In-Laws
Changing Direction
Reigniting Entrepreneurship
FAMILY BUSINESS
Family Employment Practices
Family Business Governance
Communication
Learning from Failure
PRESENT-DAY OWNER
Family Interaction
Being an Effective Business Owner
The In-Laws
Selecting a Non-Family Member to
Run the Business
Transition Implementation
Succession Planning
Learning to Let Go
Deciding to Sell
Transition Planning
WEALTH MANAGEMENT
Capitalization and Dividends
Defining Wealth Objectives
Personal and Family Security
Dividends, Liquidity, and Transition
Protecting and growing your
transportation-based family
business and wealth.
Be inspired.
Ready yourself with new ideas, concepts, and
direction that will help secure your family business.
Join TIA for its first Transportation Legacy
Family Business Forum—an exciting and
motivational event developed just for you and
your family. Here’s your chance to slow down,
spend time with your family, and focus on your
most pressing family business and financial
challenges.
With prominent succession planning and
wealth management professionals leading
this conference, TIA specifically designed this
innovative experience to protect and grow your
multi-generational family operation. Join other
trusted TIA members to network and support
each other with complex transition planning.
TIA and its guest speakers will frame
the discussions to focus on:
Establishing a unified family vision
Planning for succession or sale
Preserving wealth
Preparing the rising
generations
The Legacy Family Business Forum serves as
a guide for leading your transportation family
business on its enterprise journey. Unlike
other conferences, the Legacy Family Business
Forum is specifically programmed for all
of your family members, with customized
strategies. Unlike other family conferences,
the Legacy Family Business Forum is
specifically for transportation businesses.
This is an exclusive opportunity for you to
meet up with other families to discuss the
experiences and challenges in managing and
preserving family wealth.
Sesstions will involve all generations together
and separately. There will even be activities
for the youngest members of the family.
Please join us for a multi-generational
experience that puts your concerns at
the forefront of stimulating, engaging,
and action-oriented discussion.
Speakers
There’s nothing wrong with having pride in carrying
on your family business legacy. But, you better have the
right information to stay away from the landmines.
Learn from these heavyweights.
Henry Hutcheson
Founder of Family Business USA
Henry Hutcheson, comes from two renowned family businesses, Olan Mills
Portrait Studios on his mother’s side and Peerless Woolen Mill on his father’s
side. Henry has firsthand experience with many of the concerns that are unique
to family businesses.
Henry studied Psychology and has extensive business knowledge in the critical
skills for working effectively with a family business. As a family business advisor
and consultant, Henry can empathize with the family business and thus be more
effective. Henry engages in a business mentoring and life coaching relationship
with each family member and key stakeholders, and the scope of his work with
the family and business is all encompassing.
Mick Ukleja, PhD,
Founder and President of LeadershipTraQ.
He empowers leaders to optimize their talent and equips them to excel in their
professional and personal life. Mick is an author, speaker and generational strategist.
He writes and speaks on engaging Millennials at work.
Mick is the co-author of Managing The Millennials: Discover the Core Competencies
for Managing Today’s Workforce, 2nd Edition which is used in corporate training and
business schools.
Mick co-founded the Ukleja Center for Ethical Leadership at California State
University, Long Beach, which promotes ethics across the curriculum. Mick is an
adjunct professor in the MBA program at Concordia University.
His book, Who Are You? What Do You Want? , has been praised by legendary coach
John Wooden, “I have always taught that success can be achieved by each one of us.
These principles provide an excellent life-planning guide for bringing out your best.”
Mick has been featured on Fox News, CNN, Fox Business Network, NBC, and in
numerous publications.
Essential
Sessions
Meet and share concerns across
topics of common interest with
peer-exchange sessions and lectures
by top industry thought leaders.
Money Does Matter in a Family Business
Figuring out the money in a family business or
partnership is very difficult and if not planned for
correctly can lead to the demise of the business and
the end of many good relationships. This lecture will
identify the main money and wealth issues facing family
businesses and partnerships, and will provide a plan and
roadmap to ensure these landmines are avoided.
Being an Effective Family Business Owner
More than 66 percent of all family businesses do
not make it to the next generation. Ultimately,
communication is the key to success for any family
business. Although family businesses should match
non-family ones in their governance structures and
opportunities for professional growth, they must also
be careful not to lose what makes them special. This
session offers some effective strategies for keeping
communication open and dealing with a range of difficult
problems that may arise, so you can concentrate on
running your business.
The Generation GAP—
Really Understanding Each Other
One generation listened to Bing Crosby, another Elvis,
another AC/DC, and now kids live on their Smartphones.
Whether you are a Baby Boomer, Gen X, Gen Y, or a
Millennial, all of us have our own unique hopes and
dreams. What are the differences and how can we all
work effectively together?
Planning and Preparing for Succession
for the Current Generation
In this highly interactive facilitated round table discussion,
current family business owners and partners will highlight
and discuss the main issues they face in day-to-day
operations and planning and preparing for succession:
• Are your kids interested in the business
• Are they capable - how can you ready them
• Are there obstacles to communication
• What is the issue with exit planning
Preparing the Next Generation for the Transition
Reserved exclusively for next generation family business
members, this round table discussion will highlight
mission critical issues facing the next generation leaders
and owners as they head down the path to eventual
business transition.
• How to deal with the current generation
• How do I prepare to be a good leader and owner
• How and when will a transition take place
• What about other stakeholders
Today’s Technology Ensures
Family Business Succession
Hear from TIA Members about the actual challenges they
faced building their own business infrastructure based on
prominent and costly technology. Panel members will be
from leading technology companies with the moderator
addressing the conflict between and the importance of
investing in technology vs. wealth and preservation.
Leadership Lessons from
Great Family Businesses
It’s no secret that family businesses can struggle with
governance, leadership transitions, and even survival.
For the Incumbent, how do you
• Choose the future leader of the family business
• Learning to let go
• Select a non-family member to run the business
•Governance
For the Successor, how do you
• Cope with working or non-working siblings
• Present grooming and mentoring
• Work with a non-family executive
• Choose between leadership vs. ownership
Partners and Family in Business Together
The IT Factor that enables family businesses to rise
to the top is trust. Family members can potentially
trust one another far more than non-family members.
Trust enables family businesses to outperform non-family
businesses. But how do you stay away from the businesskilling consequences? How do you bring a new partner
into the mix?
Family Enterprise Success Stories.
Hear from three of North America’s biggest familyowned, customer and employee focused transportation
companies, which are driven to deliver excellence and
learn how they stay on top.
Schedule
of Events
Family-owned businesses play a key role in the
global economy. They account for an estimated 80% of
companies worldwide and are the largest source of longterm employment in most countries. In the United States
they employ 60% of workers and create 78% of new jobs.
Focus on the next generation, not the next quarter.
FRIDAY
10:15 – 11:30 am
12:00 Noon – 1:00 pm
General Session: Today’s Technology Does Impact Family
Business Succession
Lunch
1:00 – 2:30 pm
Welcome Keynote:
Being an Effective Family Business Owner
2:30 – 5:15 pm
1:15 – 1:30 pm
Round Table Discussions
Planning and Preparing
for Succession for the
Current Generation
Preparing the
Next Generation
for the Transition
5:15 – 6:30 pm
Money Does Matter in a Family Business
6:30 – 9:00 pm
Dinner and Family Entertainment
SATURDAY
8:00 – 9:00 am
Interactive Breakfast. Choose your seat by a specific
interest group: Families, Owners, Next Generation,
In-Laws, or Young Children
9:00 – 10:00 am
General Session: The Generation GAP – Really
Understanding Each Other
10:00 – 10:15 am
Break
11:30 am – 1:15 pm
Lunch. Keynote: Partners and Family in Business
Together
Break
1:30 –3:30 pm
Small Interactive Groups
Leadership Lessons from
Great Family Businesses:
For the Incumbent
Leadership Lessons from
Great Family Businesses:
For the Successor
3:30 - 6:00 pm
Break: Enjoy the Resort With Your Family
6:00 - 7:00 pm
Reception for the Entire Family
7:00 - 7:15 pm
Dinner With the Family
7:15 - 8:30 pm
Keynote Speakers: The Success Stories
Sunday
8:00 - 9:00 am
Breakfast: Grab and Go
Schedule of events subject to change.
Venue
Learn, network and enjoy
your stay at a premiere
family-centric resort.
A destination in itself, the Fort Lauderdale
Marriott Harbor Beach Resort & Spa is simply
one-of-a-kind. Your entire family can experience the
Harbor Beach Life from oceanfront tranquility to action
and adventure, there’s something for everyone.
Special Activities for
Children at the Hotel Resort
Registration Fee
Surf Club
The Registration Fee will be $995 for the first family
member and $595 per additional family member;
children under the age of 18 are free. The registration
fee includes forum sessions, meals and networking
receptions. ATTENDANCE IS LIMITED.
This is a daily Drop-off Program for kids 5 to 12
years old. The activity center offers something for
everybody from movies, computers, XBOX’s, and
board games, to arts and crafts.
**Please note that a discounted rate for this hotel will be
available once your registration for the event is confirmed.
Essential Information
• $176 per night hotel cost, plus $25 daily resort fee.
• Dress for program functions is Florida business casual.
Register Now
To register visit www.tianet.org.
For more information call Cindy Amos
at 703-299-5700 or email [email protected]
Cancellation
Cancellation of registration must be submitted in writing.
Cancellations made by June 1, 2017 will be fully refunded
less $150 cancellation fee. Cancellations made on or after
June 1, 2017 will not be refunded. Substitutions will be
accepted, if received in writing by June 30, 2017.
Turtle Talks
Every Friday at 11:00 am, a representative from
the Museum of Science stops by to talk about the
turtles living in Florida.
Activity Calendar
The resort’s weekly activity calendar includes:
• Dive-in Movies from the pool
• Craft activities such as Tie Dye T-shirts or
paint your own flower pot
• Face painter
• Tropical Hair Braiding
• Henna Tattoos
Supervised Kids Beach Olympics,
Leisure Tournaments & Games
•Volleyball
•Basketball
• Flag Football
• Sand Sculpting
• Beach volleyball
• Coconut Bowling
• Horseshoe Pit
• Bocee Ball
• Ladder Golf
• Baggo / Corn toss
• Ping Pong
Since 1978, the Transportation Intermediaries Association has been recognized as the
trusted voice of the $160 billion third-party logistics industry. TIA members are able
to establish and protect ethical, profitable and growing businesses in service to their
customers. TIA is the only organization exclusively representing third-party logistics
companies doing business in domestic and international commerce. TIA is the United
States member of the International Federation of Freight Forwarder Associations. (FIATA).
TIA Members: Trusted. Dedicated. Connected
1625 Prince Street, Suite 200
Alexandria, Virginia 22314-2883
703-299-5700 | Fax: 703-836-0123
www.tianet.org
© 2016 Transportation Intermediaries Association