Presentations

Presentations
  • Moderator:
    "How a Board Can Add to Your Succession Plan"
    Private Directors Association, Minneapolis, MN
    November 2020
  • Presenter:
    "How a Board Can Add to Your Succession Plan"
    Prairie Family Business Association 28th Annual Conference, Sioux Falls, SD
    September 2020
  • Presenter:
    "Succession Planning vs Exit Planning"
    Exit Planning Institute - Twin Cities Metro Area, Bloomington, MN
    March 2020
  • Presenter:
    “Business Succession Planning: The Essential Issues & Options as Advisors”
    MetLife Client Wealth Group of the Upper Midwest, Minneapolis, MN
    February 2016
  • Presenter:
    “Business Succession Planning: The Essential Issues & Options as Advisors”
    Twin Cities Financial Services Providers, Roseville, MN
    October 2015
  • Presenter to family advisors:
    “How do we, as advisors, address the “elephant in the room” – The really tough family business challenges”
    Prairie Family Business Association Annual Conference, Sioux Falls, SD
    April 2015
  • Presenter:
    “The Board’s Role in Preparing a Private Company for Change in Ownership”
    National Association of Corporate Directors (NACD), Minneapolis, MN
    November 2014
  • Presenter:
    “Fight, Flight, Freeze, or Fawn: How to Minimize and Manage Stressful Dynamics Within Family Businesses”
    Minnesota CLE Conference, Minneapolis, MN
    October 2014
  • Co-Presenter:
    “Chicken Soup for Minority Shareholders”- A Potpourri of What to Consider Before Making Someone an Owner of Your Family Business"
    Prairie Family Business Association Annual Conference, Sioux Falls, SD
    March 2014
  • Presenter:
    “Boards for Family Owned Banks”
    Graduate School of Banking, Madison, WI
    October 2013
  • Presenter:
    “Separating Ownership From Management”
    Prairie Family Business Association Annual Conference, Sioux Falls, South Dakota
    August 2013
  • Presenter:
    “The Balance Point System”
    Prairie Family Business Association Affinity Study Group, Sioux Falls, South Dakota
    May 2013
  • Co-Presenter:
    “Life Planning Trusts—A process to obtain value fulfillment through creating all you can be with intention”
    Purposeful Planning Institute, Audio Presentation
    July 2012
  • Co-Presenter:
    “How to Overcome Barriers that Impede Professionals from Working Together Collaboratively to Provide More Effective Service to Clients”
    Financial Service Providers (FSP) – Twin Cities Chapter, Minneapolis, Minnesota
    June 2012
  • Presenter:
    “Having Your Cake and Eating it Too” How to achieve your personal financial goals without selling your business"
    Financial Service Providers (FSP) Twin Cities Chapter, Minneapolis, Minnesota
    June 2010
  • Presenter:
    The Essential Program
    Sydney, Australia
    May/June 2010
  • Presenter:
    “Trusting” The Use Of Trusts For Your Family Business”
    Webinar, Prairie Family Business Association, Sioux Falls, South Dakota
    February 2010
  • Guest:
    The Peter McClellan Radio Show AM1570, discussing how founders can transition their business
    Minneapolis, Minnesota
    February, 2010
  • Presenter:
    The Fundamentals of Using Trusts
    Sioux Falls Senior Leadership Affinity Peer Group, Sioux Falls, South Dakota
    January, 2010
  • Guest:
    The Peter McClellan Radio Show AM1570, discussing the challenges to transitioning the family business
    Minneapolis, Minnesota
    December, 2009
  • Presenter:
    29th Annual Eide Bailly Bankers’ Seminar on Board Self Assessments
    Fargo, North Dakota
    November, 2009
  • Presenter:
    29th Annual Eide Bailly Bankers’ Seminar on Board Self Assessments
    Fargo, North Dakota
    October, 2009
  • Presenter:
    The Launching Pad, Core Knowledge Regarding Family Businesses,
    Family Firm Institute, New York, New York
    September, 2009
  • Presenter:
    “Getting Your House in Order” Planning for the Transition of Your Family Business
    Minnesota Bank & Trust, Edina, Minnesota
    May, 2009
  • Presenter:
    FAMILY BUSINESSES & TRUSTEES: How the Two Can Co-Exist Effectively
    Attorneys for Family Held Enterprises, Charleston, South Carolina
    April, 2009
  • Presenter:
    THE BALANCE POINT SYSTEM: A new and practical way to align the interests of managers, owners, and family members
    Family Business Network USA, Chicago, Illinois
    April, 2009
  • Presenter:
    “A Board? No Way!” Is it possible to get a different response when talking to family business owners about boards?
    New England Chapter of FFI, Boston, Massachusetts
    March, 2009
  • Presenter:
    “The Balance Point: A practical system that makes transitioning your family business easier,”
    Prairie Family Business Center
    January, 2009
  • Conference Facilitator:
    “Making the Board the Balance Point: A New Way to Use Boards to Help Family Businesses in Transition,”
    Family Firm Institute, London, England
    October, 2008
  • Presenter:
    “The Balancing Board”
    National School Boards Association 68th Annual Conference
    April, 2008
  • Speaker:
    “Ideas on how to have a productive relationship with an attorney”
    Augsburg College School of Business
    March, 2008
  • Facilitator:
    Annual Retreat
    South Dakota Family Business Association
    January, 2008
  • Presenter:
    “Making the Board the Balance Point: A new way owners can use boards to help their family businesses transition,”
    Attorneys for Family-held Enterprises, 2007 Regional Conference
    November, 2007
  • Presenter:
    Making Your BoardThe Balance Point: A New Way of Looking at the Board’s Role in a Family Business”
    Wake Forest Family Business Center, Charlotte and Winston-Salem, North Carolina
    November, 2007
  • Teacher:
    Launching Pad
    Family Firm Institute, FFI Annual Conference in Miami, Florida
    October, 2007
  • Presenter:
    “The Balance Point: A Critical Function in Transitioning a Family Business”
    Wells Fargo Private Banking Group
    October, 2007
  • Presenter:
    “Having Your Cake and Eating It Too: How to plan to keep the family business while harvesting what the owners need to meet their financial goals—without selling the business”
    Merrill Lynch
    May, 2007
  • Presenter:
    “Making Your Board the Balance Point”
    South Dakota Family Business Association
    April, 2007
  • Teacher:
    Launching Pad
    Family Firm Institute, FFI Annual Conference in Miami, Florida
    April, 2007
  • Speaker:
    “Ideas on how to have a productive relationship with an attorney”
    Augsburg College School of Business
    March, 2007
  • Speaker:
    “Ideas on how to have a productive relationship with an attorney”
    Augsburg College School of Business
    November, 2006
  • Presenter:
    “Making Your Board the Balance Point, a revolutionary (and proven) way of looking at the Board’s role in a family bank,”
    Minnesota Bank Holding Company Association Fall Conference
    October, 2006
  • Presenter:
    “Identifying the Key Characteristics of the Entrepreneur and What is Involved to Transition those Characteristics,”
    South Dakota Family Business Association
    June, 2006
  • Presenter:
    “FLPs, a Discussion Among MERISTEM and Fredrikson & Byron, P.A..”
    Meristem
    April, 2006
  • Presenter:
    “How Boards and Owners of a Family Business Can Work Together Effectively and Productively,”
    University of Minnesota Law School, Advance Estate Planning Class
    April, 2006
  • Teacher:
    Launching Pad
    Family Firm Institute, FFI Annual Conference in Miami, Florida
    April, 2006
  • Presenter:
    “Taking the Fear out of Boards for the Entrepreneur (How A Board Can Help an Entrepreneur in Transitioning the Family Business)”
    Minneapolis Estate Planning Council
    March, 2006
  • Presenter:
    “Taking the Fear out of Boards for the Entrepreneur (How A Board Can Help an Entrepreneur in Transitioning the Family Business)”
    St. Paul Estate Planning Council
    March, 2006
  • Author:
    “The Essential Elements of a Succession Plan for a Family Business,
    Journal of Taxation of Investments, Volume 23, Number 2, Winter 2006 , pp. 137-151, published by Civic Research Institute
    Winter, 2006
  • Presenter:
    “Case Study for Professionals: Better Late Than Never”
    South Dakota Family Business Association
    February, 2006
  • Presenter:
    “The Lawyers Guide to Business Valuation, Business Valuations in Estate Planning”
    Minnesota Continuing Legal Education
    December, 2005
  • Presenter:
    “UniGroup Module: Developing the Next Generation Legal Section”
    University of St. Thomas Seminar
    October, 2005
  • Conference Facilitator:
    “How Boards and Owners of a Family Business Can Work Together Effectively and Productively”
    University of Wisconsin-Madison Family Business Center
    September, 2005
  • Presenter:
    “Family Business Succession Planning – Understanding the Most Critical Function in the Transition of Family Businesses”
    Minnesota Annual Probate & Trust Law Section Conference
    June, 2005
  • Presenter:
    Launching Pad
    Family Firm Institute, FFI Annual Conference in Miami, Florida
    April, 2005
  • Presenter:
    “The Characteristics of an Effective Multidisciplinary Team”
    Minnesota Continuing Legal Education
    April, 2005
  • Presenter:
    “Ideas On How To Have A Productive And Positive Relationship With An Attorney”
    University of Minnesota, Carlson School of Business
    March, 2005
  • Presenter:
    “Family Business Governance”
    University of Wisconsin-Madison
    March, 2005
  • Presenter:
    “Family Business Governance”
    University of Wisconsin-Madison
    October, 2004
  • Presenter:
    “Identifying the Key Characteristics of the Entrepreneur and What is Involved to Transition those Characteristics,”
    South Dakota Family Business Association
    February, 2004
  • Presenter:
    “Boards: Basic Questions and What I Can Do”
    Twin Cities Chamber of Commerce and Hamline University
    October, 2003
  • Author:
    “THE ACTIVE BOARD SYSTEM (TABS): Using Governance to Strengthen Family Businesses in Transition”
    Family Firm Institute
    Fall, 2003
  • Presenter:
    “Workshop on Boards in Family Business Transition”
    Anderson Center for Entrepreneurship, St. Cloud
    May, 2003
  • Presenter:
    “Succession for Family Businesses, Tax Matters”
    University of St. Thomas Center for Family Enterprises
    November, 2002
  • Presenter:
    “Working With Professional Advisers: Family Business Ownership and Management Colloquium”
    University of Wisconsin-Madison School of Business
    September, 2002
  • Presenter:
    “The Nuts and Bolts of Effective Buy/Sell Arrangements”
    Center for Family Enterprise Women’s Roundtable,
    February, 2000
  • Presenter:
    “Family Businesses: Organizational Assessment and Leadership”
    APA Division 13 Consulting Psychology Workshop
    February 2000
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    Hause Family Business Transitions, LP
    7401 Metro Blvd., Ste. 400, Minneapolis MN 55439
    952-681-7125