Events Featuring Continuity
For EVENT SCHEDULING contact Elizabeth Frederick, Director of Marketing.
Upcoming Events featuring the Continuity Family Business Team
Burns & Levinson LLP, Boston, MA | FFI, Family Firm Institute New England Chapter Breakfast
Presentation: Applying Collaborative Law to Resolve Family Business Disputes. Presenter Paul Faxon, JD who serves as a business and transactional attorney, dispute resolution facilitator, and Senior Consultant with Continuity Family Business Consulting will examine a recent legal dispute involving ownership and governance of a closely held business owned by two former spouses. The dispute was resolved by mutual agreement in a private, cost effective manner within a Collaborative Law dispute resolution process in which: each party was represented by separate legal counsel.
Delmar, West Hartford, CT | Having Difficult Conversations: Family Business Stakeholders | Registration and Event details
Presented by Simsbury Bank and the UConn Family Business Program
Discussion: Successful family businesses need to talk openly about everything – even when the topics are hard to handle. There’s too much at risk for family-owned and small businesses to avoid addressing important issues that may ruffle feathers. Yet many do, to the detriment of their business’ health and growth. Join Simsbury Bank and the UConn Family Business Program for a frank talk with Continuity’s Managing Partner, Blair Trippe about having those difficult conversations. You’ll solve more problems and keep your business moving in the right direction.
June 12, 2019
Webinar, ON LINE, 1:00 PM – 1:25 PM EDT | Is Your Business Capable of Being a Multi-Generational Business? | Registration and Event details
There are many factors to consider when thinking about transitioning your business to the next generation – commitment, competencies, relationships, personalities, taxes, and cash flow. However, some family businesses are not well equipped or structured to successfully be a multi-generational business. Learn the important questions you should ask yourself to be clear about your intentions, and then how to do the appropriate planning to meet your goals. This webinar is presented by Libby Lok, Consultant with Continuity Family Business Consulting.
July 2, 2019
Webinar, ON LINE, 1:00 PM – 1:25 PM EDT | The Root of Family Business Conflict | Registration and Event details
Family businesses are a significant part of our economy and the hospitality industry. They have unique qualities and challenges compared to other businesses. Learn why conflict within a family business is inherent, normal, and possibly the most important risk factor to manage. Understanding what family business conflict is and how it works is the first step to becoming more aware and being able to manage relationships more effectively. This webinar is presented by Libby Lok, Consultant with Continuity Family Business Consulting.
July 3, 2019
Webinar, ON LINE, 1:00 PM – 1:25 PM EDT | How to Effectively Manage Conflict Within a Family Business | Registration and Event details
Family businesses are enriched with commitment, passion, and history. Learn how to effectively manage the inherent types of family business conflict to ensure sustainability and longevity. Common conflict management strategies are not enough, we will discuss proven strategies to successfully manage relationships in family businesses. Webinar presented by Libby Lok, Consultant with Continuity Family Business Consulting.
Past Events featuring the Continuity Family Business Team
The Driskill, Austin, TX | afhe 2019 Annual Conference & Membership Meeting
Session: “In Bad Faith: When Clients Force You to Re-Evaluate Your Role,” presented by Continuity’s Managing Partner, Blair Trippe. As an advisor to family businesses, we represent all stakeholders. We must assume that all family members will act in good faith. We don’t “take sides” or make judgements about the motivation or character of individuals involved. Our job is to move families to where they want to be.
So, then what happens if a stakeholder(s) puts at risk the family enterprise’s reputation or financial stability, or sabotages the entire system with deceit?
Manchester, NH USA | WORKSHOP DETAILS and RESERVATION | TUESDAY 8:00A – 1P |
Workshop Session: Continuity Founding Partner Doug Baumoel and Sr. Consultant Judy Sockol deliver the workshop, “Managing Differences for Family Business Success and Strong Relationships.” This workshop delivers practical skills to help your family prevent conflict that can derail businesses and relationships. Prepare your family to successfully navigate conflict day-to-day and when a big transition comes, to protect your business and family relationships.
December 11, 2018
‘Wealth of Wisdom’ Book Release
BOOK RELEASE | WEALTH OF WISDOM:The Top 50 Questions Wealthy Families Ask (Wiley Finance)
A critical resource for families living with wealth – Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth.
Included in this book are chapters authored by Continuity’s Doug Baumoel and Blair Trippe. The book is edited by Tom McCullough and Keith Whitaker, published by Wiley, released December 2018. Order your own copy here.
ON AIR BROADCAST | PODCAST Available
Interview with Doug Baumoel on Truck Stop Radio, the voice of small business in New York. Doug discussed how the principles used in Continuity’s work with larger businesses also apply in a smaller family business context. The show aired at 5 pm Saturday, December 1 at AM970. Podcast available week ending 12/7/18 on the New York Truck Stop
The New York Truck Stop is an online community supporting those who use commercial vehicles in their businesses. More can be found here.
Marina del Rey, CA USA | CONFERENCE DETAILS and REGISTRATION | Workshop Session: Crack the Conflict Code: Presented by Continuity’s Doug Baumoel. This workshop will teach participants to consider the underlying reasons for conflict in family business, the differences between disputes and systemic conflicts, and what works and what doesn’t for managing these conflicts. We will work with a case to unpack a real family business conflict and explore pros and cons of potential approaches. Participants will learn the one key ingredient for managing conflict in their family enterprise.
Salem, MA | Interdisciplinary Collaborative Law Training | REGISTRATION CLOSED | Continuity’s Senior Consultant, R. Paul Faxon, J.D served on the faculty of this training that taught the fundamentals of the Collaborative Law model and prepared participants to develop results-oriented techniques to help their clients resolve family and business disputes. This training was designed especially for psychologists, mental health professionals, child development and co-parenting specialists, coaches, mediators, and financial professionals.
Woburn, MA | McLane Middleton | REGISTRATION CLOSED | In this presentation, Doug Baumoel, Continuity’s Founding Partner, spoke about how to approach both active conflict (when families fight) and passive conflict (when families get stuck and are unable to make important decisions in a timely manner).
Denver, CO | Purposeful Planning Institute’s Rendezvous 2018. Continuity’s Founding Partner, Doug Baumoel facilitated a conversation entitled “Building the Family Factor in Families of Wealth.” The Family Factor is a central component of the Deconstructing Conflict framework developed by Doug Baumoel and Blair Trippe. This conversation presented the idea that families of wealth typically have structural obstacles to developing a strong Family Factor which pre-disposes them to an inability to difficulty in managing conflict. The discussion explored the implications of the Family Factor in managing conflict, and talked about ideas for overcoming those obstacles in order to build strong Family Factors families of wealth.
July 17, 2018
Presented by Rackemann, Sawyer & Brewster, Counsellors at Law
Boston, MA | ADVISOR TRAINING: PRIVATE EVENT | Blair Trippe and Doug Baumoel presented “Deconstructing Conflict: Understanding Family Business, Shared Wealth, and Power” at the law firm Rackemann, Sawyer & Brewster in Boston, MA. Rackemann, Sawyer & Brewster is a multi-service, Boston law firm sought and trusted by the region’s businesses, institutions and individuals for real estate, business, litigation, family law, and trusts and estates matters.
New York City, NY | In-Depth CONFIDENTIAL Session/Discussion; “Riding the Elephant Out of the Room: Managing Difficult Conversations in Your Family.” Continuity’s Managing Partner, Blair Trippe participated in this session to help participants define the elephant in their room better, understand what it is, and why it challenges the family business system, and what approaches and techniques can be used to help families discuss their most difficult and important issues. NOTE: All NYCFEC sessions are confidential, neutral, and respectful of all parties. No solicitation or commercial influence is permitted. You can feel safe about raising or discussing any of your own challenges or questions throughout the session. In NYCFEC sessions, you do not have to disclose your full name or identify your family business during the session.
Boston, MA | PRIVATE EVENT | Facilitated Discussion: “Conflict Resolution in Families” | Continuity’s Founding Partner, Doug Baumoel shared how managing conflict effectively can be a critical factor for a family’s health and success. This session examined the issues and potential solutions.
Washington, DC | Private Company Governance Summit 2018. Continuity’s Founding Partner, Doug Baumoel delivered an Expert Briefing: Defining Board Roles and serves as Panel Moderator: The Owner-Board Relationship: Creating Effective Shareholder/Family, Management and Board Interaction.
Miami, FL | OI Global Partners | Doug Baumoel presented “Deconstructing Conflict: Understanding Family Business, Shared Wealth, and Power” at the OI Global Partners conference in Miami, FL. OI Global Partners is a leading global career transition and coaching firm with coaches in 30 countries.
Wigwam in Litchfield Park, AZ | afhe 2018 Annual Conference & Membership Meeting; Session: Building the Family Factor in Families of Wealth. This session was presented by Continuity’s Managing Partner, Blair Trippe. The Family Factor is a central component of the Deconstructing Conflict framework developed by Blair Trippe and Doug Baumoel, answering the question, “Is the family bond strong enough to leverage compromise, forgiveness, and commitment to change?”. This presentation explored the idea that families of wealth often encounter difficulty developing a strong family factor, which pre-disposes them to conflict. The presentation also offered ideas on how to build stronger family factors for generations to come.
St. Petersburg, FL | Transitions East Conference; Keynote interview with Andrew Cathy, Senior Vice President, Chief People Officer, Chick-Fil-A and “Expert Briefing: Marrying-in and Dealing with Family Conflict,” presented by Continuity’s Managing Partner, Blair Trippe.
San Francisco, CA | Family Business Roundtable; “Family Business Conflict: From the Inside and Out.” Continuity’s Founding Partner, Doug Baumoel was part of this expert moderated program to participate in a deep dive discussion with family business stakeholders to learn how to succeed through conflict.
Sacramento, CA | Generations Conference: Now in its second year, the Generations conference featured an impressive roster of local, regional and national keynote speakers and breakout sessions, who shared personal stories of their family businesses. Continuity’s Blair Trippe, Managing Partner and Jonathan ‘Joc’ Clark, Senior Consultant took part in these two interactive days of speakers, workshops, learning and collaborating.
Anywhere via Webinar REPLAY AVAILABLE to MEMBERS | WEBINAR: Conflict Prevention/ Diffusion: Cooling Off Hot Conversations: Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. The Galliard Family Business Advisor Institute has assembled a panel of experts shared tips to assist in conflict diffusion – along with a few colorful stories. Members can join Lisë Stewart, Melissa Kelly-McCabe, Natalie McVeigh, and Continuity’s Doug Baumoel for this lively webinar replay.
November 1-3, 2017
Transitions West Conference
Presented by Family Business Magazine.
Coronado, CA USA | REGISTRATION CLOSED | Family Business Basics and Conflict Management 101: This pre-conference session featured Continuity’s Doug Baumoel, for first-time Transitions’ attendees and others who wanted to brush up on key family business terms and practices. A special section was added on family conflict management basics. The session also offered tips on how to get the most out of the conference experience.
October 26-27, 2017
Presented by Johnson Center’s Smith Family Business Initiative at Cornell University
Ithaca, New York USA | REGISTRATION CLOSED | Family Business Workshop – Essential Tools for Working with Families in Business This workshop was for families as well as advisors and practitioners. It fully prepared the attendees towards understanding the unique nature of families in business and better equip them to work in a myriad of situations. Continuity’s Doug Baumoel, a Cornell Family Business Scholar, was joined by another, using current cases as well as those of participants. This workshop will added new tools to a family’s kit and better prepared them for the important work to come.
October 17, 2017
Family Owned Business Event Hosted by BMO Harris Bank
PRIVATE EVENT: Chicago, IL USA | BMO Harris Bank Doug Baumoel and Blair Trippe will conduct an in depth discussion on strategies to overcome generational conflict and better manage key issues such as family governance, distribution of funds and succession planning during this half-day event. THIS EVENT IS BY INVITATION ONLY.
October 12, 2017
MWI Mediator Roundtable
Hosted by MWI, Boston, MA
Boston, MA USA | MWI, Inc | 5:30p – 7:30p REGISTRATION IS REQUIRED Join Blair Trippe of Continuity for a Roundtable discussion, which will address the triggers for conflict that inhibit people from making important and timely decisions, as well as how to approach both active conflict (when families fight) and passive conflict (when families get stuck).
September 14 & 15, 2017
2017 Introductory Interdisciplinary Collaborative Law Training
Hosted by Massachusetts Collaborative Law Council, Brewster, MA
Brewster, MA | Massachusetts Collaborative Law Council | 8:00a – 5:00p REGISTRATION IS REQUIRED Join R. Paul Faxon, J.D of Continuity to learn the fundamentals of the Collaborative Law model and how to apply it to both Family & Business Law cases. Paul is a past President of the Massachusetts Collaborative Law Council who practices in the areas of closely-held and family business law, commercial real estate transactions, and legal conflict assessment and resolution.
September 7-9, 2017
13th Annual Civil Collaborative Law Conference
Hosted by Global Collaborative Law Council
Tampa, FL | Civil Collaborative Law Conference 13th Annual|8:30a – 5:30p Continuity’s R. Paul Faxton explored a collaborative approach to resolving a commercial dispute. The workshop offered a case study of a 2016 business dispute in which Collaborative Law (CL) accomplished that which the parties could not achieve on their own, offering them a solution that no court could have provided.
Anywhere | Sirius XM Ch. 111|NOON Doug Baumoel and Blair Trippe from Continuity Family Business Consulting joined Bob Lane, Adjunct Professor of Real Estate Law and Transactions at the Wharton School. An hour long discussion and questions surrounding how managing conflict can be particularly effective with enterprising families who are navigating the complexities of diverse real estate holdings.
June 7, 2017
WEBINAR: ‘Conflict Management Challenges in a Family Business’
Hosted by Family Business Magazine
Anywhere | Online | 2p ET | 11a PT 60 minutes Doug Baumoel and Blair Trippe from Continuity Family Business Consulting joined Family Business Magazine’s editor Barbara Spector, for an in-depth discussion of strategies for family businesses to use to understand and manage conflict. Deconstructing Conflict: How to Understand and Manage Family Conflict Over Business, Wealth and Power WEBINAR REPLAY FOUND HERE.
Southborough, MA USA This was a full day of connecting and learning that featured Continuity’s Blair Trippe. Blair lead a comprehensive afternoon discussion around the book DECONSTRUCTING CONFLICT™ : HOW TO UNDERSTAND AND MANAGE FAMILY CONFLICT OVER BUSINESS, WEALTH AND POWER, coauthored by, Blair Trippe AND Doug Baumoel. All attendees received a copy of the book
Chicago, IL USA REGISTRATION IS REQUIRED The 5th Annual Private Company Governance Summit, is the only national conference focused exclusively on the unique governance challenges of privately-owned businesses, including closely-held companies, family-owned companies and private equity-owned companies. At this year’s conference Continuity’s Doug Baumoel gave an expert briefing, and encore around: ‘The Dynamics of Family Members on the Board’.
April 25, 2017
Family Office Association ‘Speakers Event’
Presented by Family Office Association
Greenwich, CT USA THIS WAS A CLOSED EVENT – INVITATIONAL ONLY In Blair Trippe’s latest book ‘Deconstructing Conflict‘ with co-author Doug Baumoel, looks at family business conflict, or conflict over shared wealth, As one example of a broader category of conflict: identity-based, systemic conflict among stakeholders who share important continuing relationships. During this event Blair will touched on the book’s groundbreaking methodology known as “The Conflict Equation”. a methodology that helps family enterprise stakeholders understand the reasons that underline all conflict, what triggers active conflict, and why conflict can be so extreme and intractable in family business systems.
March 23, 2017
Deconstructing Conflict in the Family Business Conference
Presented by Loyola University Chicago, Quinlan School of Business
Chicago, IL USA This was a day long conference hosted by the Quinlan School of Business and themed , ‘Deconstructing Conflict in the Family Business’. The ability to manage the particular type of conflict that impacts family enterprise is among the most important challenges that family business stakeholders need to understand. Blair Trippe presented how to approach both active conflict (when families fight) and passive conflict (when families get stuck and are unable to make important decisions in a timely manner). Participants left understanding why conflicts in family business are so common, and often so extreme and intractable. This event was designed for Family Business Center Members. Registration was required.
Tampa, FL USA REGISTRATION INACTIVE ‘Family Pride – Unleashing the Power of the Family’ was this year’s Transitions East Conference theme. Transitions East includes owners, shareholders, family members and in-laws of leading family businesses and enterprises. These stakeholders participate in facilitated sessions on important family issues among generations. Continuity’s Doug Baumoel will lead the Transitions East Conference session ‘Strategies for Dealing with Family Conflict’.
March 21, 2017
NYU Speaker Series
Presented by Stern School of Business
March 6, 2017
First Monday Lunch Program
Presented by Margolis & Bloom, LLP
Boston, Massachusetts USA EVENT WAS OPEN TO THE PUBLIC A fresh approach to understanding and navigating conflict in family business systems from Blair Trippe, co-author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power was shared during this discussion. “The greatest strength of a family business– the human element– can also be its greatest liability.” Conflicts within family businesses often arise from perceived threats to identity, which can leave family members at an emotional impasse. So what role can advisors play when faced with a challenging family business client?
February 23, 2017
Family Business Consulting Discussion
Hosted by Bentley University
Waltham, Massachusetts USA CLOSED EVENT Continuity’s Blair Trippe co-author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power was the featured speaker at this year’s ‘Family Business Consulting Discussion’. Based upon Blair and Continuity’s founding partner Doug Baumoel’s groundbreaking methodology known as “The Conflict Equation,” the book takes into account five foundational concepts to help readers deconstruct conflict into its component parts. Through this book, family business stakeholders and their advisors will become armed with cutting-edge thinking for achieving generational success in family enterprise.
Webinar, Global THIS IS A MEMBER ONLY EVENT The Family Firm Institute held a private webinar hosted by Continuity’s Doug Baumoel, co-author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power. Based on Doug and his Continuity partner’s groundbreaking methodology known as “The Conflict Equation,” the book takes into account five foundational concepts to help readers deconstruct conflict into its component parts. Doug discussed this in greater detail during the webinar. (The Family Firm Institute Global Education Network (FFI GEN) provides online education and professional designation in family business and family wealth advising for consultants, advisors and family enterprise members around the world.)
November 9-11, 2016
Transitions West Conference
Presented by Family Business Magazine.
Phoenix, Arizona USA Blair Trippe, Managing Partner at Continuity Family Business Consulting presented an Expert Briefing on Strategies for Dealing with Family Conflict. The Transitions West conference, is the only conference created for family companies, by family companies and is sponsored by Family Business Magazine. Attendance is strictly limited to owners, shareholders, family members, in-laws and executives of 75 family businesses or enterprises. The conference is designed to facilitate conversation on important family issues among generations.
October 20-21, 2016
Presented by Johnson Center’s Smith Family Business Initiative at Cornell University
Ithaca, New York USA Doug Baumoel kicked off the opening evening reception and dinner event with highlights of his (then) just released book, with Continuity Partner Blair Trippe, “Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power.” Doug led a panel, “Trust, Fraud and Cyber-Security: Internal and External Considerations and Threats.” The panel examined how to recognize the signs and sources of internal and external fraud as well as cyber risk, which can undo one of the greatest strengths of family businesses – trust – and threaten the integrity of the enterprise.
September 22, 2016
Presented by WI Family Business Forum (WFBF), University of Wisconsin/Oshkosh
Appleton, Wisconsin USA Continuity Family Business Consulting Founding Partner Doug Baumoel was in Appleton, WI where he conducted a program for the University of Wisconsin Oshkosh’s – Family Business Forum. He introduced Continuity’s “Conflict Equation” methodology and led a lively exchange with family business stakeholders on how to better understand and manage conflict in their enterprises.
September 17-20, 2016
2016 Global Board Leaders Conference
Presented by National Association of Corporate Directors
Washington, D.C. USA Doug Baumoel and Blair Trippe presented a Power Breakfast Workshop, Family Business – Governing Through Complexity and Conflict during the 2016 Global Board Leaders Conference, “Beyond Borders Convergence”, in Washington, DC. Drawing on their newly published book, Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power, the workshop explored the challenges that family conflict imposes on the building and implementation of effective, independent governance and show how to overcome those challenges.
May 11-13, 2016
Private Company Governance Summit
Presented by Private Company Director Magazine
Washington, D.C. USA Doug Baumoel attended this year’s conference, “Building the High Performing Private Company Board.” Continuity Family Business Consulting is a sponsor of the Conference and Private Company Director magazine. PCD is for directors, owners, and advisers of family-owned, closely-held and private-equity owned businesses of all sizes. Doug is a ‘subject expert’ contributing writing for the magazine as well. Read his latest article: “The Five Paths to Effective Family Business Governance.”
April 20-21, 2016
afhe Annual Conference and Membership
Presented by Attorneys for Family-Held Enterprises
Washington, D.C. USA The annual conference of Attorneys for Family Held Enterprises (AFHE) was help in Washington D.C. Each year’s conference brings together a multidisciplinary group of family business advisors, financial planners, psychologists and attorneys. This year Continuity’s Doug Baumoel and Blair Trippe presented a session on “The Conflict Equation: A Methodology for Managing Conflict in Family Enterprises.”
St. Petersburg, Florida USA ‘Family Dynamics and Successor Development’ was the 2016 Transitions East Conference theme. Transitions East includes owners, shareholders, family members and in-laws of leading family businesses and enterprises. These stakeholders participate in facilitated sessions on important family issues among generations. Continuity’s Doug Baumoel conducted an Expert Briefing on “Strategies for Dealing with Family Conflict.”
March 10-11, 2016
American Families in Business Conference
Presented by Campden Wealth
Miami, Florida USA The American Families in Business Conference explored how businesses can use “Entrepreneurship and Innovation” to succeed and strive for excellence. Delegates heard from successful families who have stretched the boundaries and adopted entrepreneurial behaviors that align with the strategic objectives of their family enterprise. Continuity’s Doug Baumoel served as a Co-Chair.