Family Business Event Spring 2023

We would like to share a SWEET TREAT with you in ST. PETE!

Complete our Survey and the SCOOPS are on us at PACIUGO!

We want to ensure we maximize our time together and address your needs! Please help us understand where you are in a few areas so we can customize our conversation!

Name*

First NameLast Name

Email*

example@example.com

Company

1. Which statement best describes your Family Business at this time:*

Generational Stability (current generation of leadership has 5+ years in future leadership roles)Generational Transition (current generation of leadership is 1-2 years from exiting operational roles and having next generational family members assume senior leadership positions)Business Transition (current generation of family leadership is transitioning to a professionally run executive team with non-family members)

2. Which statement best describes your Board of Directors at this time:*

Currently in place and performing wellCurrently in place and evolving into a performance boardCurrently in place with some dysfunctional dynamicsNot yet in place

3. Which statement best describes your Family Council at this time:*

Currently in place and performing wellCurrently in place and evolving into a performance councilCurrently in place with some dysfunctional dynamicsNot yet in place

4. Please confirm YES or NO regarding your Family Council (if in place):

Includes Family and Non-Family Spouses in membership

YesNo

Conducts on-going, structured meetings for Business Updates

YesNo

Includes Learning and Development topics on the Agenda

YesNo

Is open to having non-family members play leadership roles

YesNo

5. What makes the ENGAGEMENT of your Family Eco-System (broad network of potential membership you want involved) most challenging?*

6. What specifically would you like to learn in this session?*

7. Regarding your current Executive Leadership Team ---which best describes them at this time?*

Strong Team of inspiring leaders who have the skills and capabilities to lead us forward in maximizing our Family EngagementStrong Team who needs some leadership development learning to further energize and secure our Family EngagementEvolving Team who needs to engage first in Leadership Team Development before having the ability to further engage the family eco-systemOther

Is there anything else you would like to tell me about your business and/or needs?

Thank you for taking the time to answer this survey, we look forward to engaging with you at the Family Business Transitions Spring 2023 Conference!

REMINDER: Creating Your Signature Engagement will take place 10:30-11:30am on Thursday April 20th!