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Healthy Intergenerational Transitions:
Applying the 7 Habits of Successful Successors

Wednesday, March 28, 2007
7:30 AM - 11:15 AM
Blue Bell Country Club
Breakfast buffet included

"Back by popular demand, Dean Fowler, returns to our Forum!"

Family business succession certainly should honor the legacy of the founders or senior generations. But what about the emerging legacy of the next generation? How can a business family build a legacy for the future that is consistent with the goals, passions and interest of the next generation?

Family members must balance four integrated areas of concern - their individual personal needs, their participation in the family, their role (whether active or inactive) in the management of the business, and finally their responsibility as owners.

Using a case study in which a first generation family business completed a successful transition to the second generation (G2) sibling partnership, consultant and author Dean Fowler will present practical tools for implementing the dream of a family business legacy.

Through the use of his "7 Habits of Highly Successful Successors," Dean will show us how to take action to implement a successful sibling team in the next generation. The practical tools will be illustrated through this case study, and put to action through small group break-out sessions.

One of the world's leading family business experts, Dean has consulted with over 180 family businesses. His book--Love, Power and Money: Family Business Between Generations--has won world-wide acclaim in reviews in family business publications as one of the best books on family business planning and development.

And Learn from Other Members …

Next Generation Initiatives: How We’re Building on Our Family Legacy

Heather Chandler, Executive Vice President, Sealstrip Corp, Boyertown, www.sealstrip.com
Tim Corle, COO, Tycor Benefit Administrators, Berwyn, www.tycorbenefit.com

Steps We are Taking As We Transition to the Third Generation

John R. Wilkins, 2nd Generation Chair
Delaware Valley Floral Group
Sewell, NJ
www.DVFloralGroup.com

Family Business Forum Member since 2004

Delaware Valley Wholesale Florist, Inc. began as a small family business in 1959 and has grown to become one of the largest floral distribution companies in the United States. Their modern, 100,000+ square foot Corporate Headquarters, located in Sewell, New Jersey, is supplemented by satellite Logistics, Distribution, and Sales facilities in Edison, NJ, Baltimore, MD, Miami, FL, and Carpinteria, CA. These facilities house the latest in state-of-the-art equipment, specifically tailored to meet the demands of floral distribution. Their staff of over 500 dedicated professionals is committed to providing you with: Excellence in Service, Quality, and most importantly, Value.

For More Information:

> Download Event Brochure (PDF)
> Download event summary in our Family Business Newsletter

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Blue Bell Country Club
1800 Tournament Drive
Blue Bell, PA 19422
(Phone) 215-616-8100
www.bluebellcc.com

Directions From the New Jersey Turnpike
1. Follow the New Jersey Turnpike to the Pennsylvania Turnpike (Exit 6 on NJ Turnpike.)
2. Take the Pennsylvania Turnpike to the Norristown Exit (Exit 25).
3. From the Norristown Exit, follow road signs to Plymouth Road - follow around to the light and make a left at the stop sign. Go to the light (Germantown Pike West) and make a right.
4. Stay on Germantown Pike West for two and one-half (2 1/2) miles. (Plymouth Meeting Mall to right.)
5. You will come to Route 202. Turn right onto Route 202 heading North.
6. Stay on Route 202 North for two and one-half (2 1/2) miles. You will go through the intersection at Route 73.
7. There is a traffic light at the entrance to Blue Bell Country Club, across the street from the entrance to Montgomery County Community College.
8. Turn left at this light onto Tournament Drive and proceed to the BBCC Gatehouse. Tell Gatehouse guard that you are going to the Family Business Forum at the Blue Bell Country Club.
9. Follow Tournament Drive to the Clubhouse (1/3 of a mile on the left hand side.)

Directions From the Philadelphia Airport
1. Upon leaving the airport, follow signs to 95 South.
2. Take 95 South and follow signs for Blue Route (476) North
3. Take Blue Route (476) north to the Germantown Pike West exit (this will be on the right before the toll booths at the Pennsylvania Turnpike.
4. Follow the directions below, starting at the arrows (>>>)

Directions From Route 76 to Blue Route North (476)
1. Take the Blue Route North to the Germantown Pike West Exit (this will be to the right before the toll booths.)
2. (>>>) Follow the exit ramp to Germantown Pike West.
3. Stay on Germantown Pike West for two and one-half (2 1/2) miles. (Plymouth Meeting Mall to right.)
4. You will come to Route 202. Turn right onto Route 202 heading North.
5. Stay on Route 202 North for two and one-half (2 1/2) miles. You will go through the intersection at Route 73.
6. There is a traffic light at the entrance to Blue Bell Country Club, across the street from the entrance to Montgomery County Community College.
7. Turn left at this light onto Tournament Drive and proceed to the BBCC Gatehouse. Tell Gatehouse guard that you are going to the Family Business Forum at the Blue Bell Country Club.
8. Follow Tournament Drive to the Clubhouse (1/3 of a mile on the left hand side.)

Directions From Route 309 to Route 202 South
1. Follow Route 309 to Route 202 South.
2. Follow Route 202 South to Blue Bell Country Club (approximately 10 minutes from this point.)
3. Turn right onto Tournament Drive and the BBCC Gatehouse.
4. Follow Tournament Drive to the Clubhouse (1/3 of a mile on the left hand side.)