Family Office Peer Leadership Forum Flyer

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Who:

Senior executives working within family offices or foundations in leadership roles.

Cost:

$2,500 per year

Benefits:

• Structured meetings with professional facilitator; 1-2 hour virtual meetings,

• Short Faculty chalk talks as part of a forum meeting, 30 minutes or less. Some faculty may incur an upcharge.

• One-on-one coaching with facilitator once a year

• Access to additional university and family business resources.

WEBSITE:

https://johnson.qualtrics.com/jfe /form/SV_b3qyfGxRiQGcgPs

The Family Office Peer Leadership Forum

What is it?

Family Office Forums are designed for senior executives working within family offices or foundations in leadership roles, with the goal of connecting professionals as they seek to improve the operation and activities of the family enterprise and associations within the family network. Discussion topics are tailored to the needs of the group, ensuring relevance and impact.

What is the format?

Forums meet in small groups of up to 10 members and will meet bimonthly, 6 times a year, in virtual sessions (unless otherwise agreed upon by members) with an optional in-person retreat at an additional cost. Each group is led by a Peer Forum Facilitator, whose role includes leading meetings, monitoring discussion topics, and ensuring accountability among members. The facilitator will also secure outside content experts, such as Cornell Family Business Fellows or Mentors, coordinate meeting logistics, and provide ongoing leadership and coaching

For those in family business, peer groups can be a highly effective means of vetting ideas, seeking confidentiality and bench-marking their business against others. The Cornell Peer Leadership Forums combines the expertise of the SFBI team, access to Cornell faculty, and the Cornell global alumni network.

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