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Upcoming Events

Upcoming Events
Date Event

July 8th, 22nd and 30th, 


Family Business Strategic Planning 3-Session Summer Bootcamp

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Past Events

Listing of Events
Dates Title


May 27, 2021

Leading Remote Teams in a Family Business

With a new approach to remote work after the pandemic, it is time for Family Business leaders to show effective management of remote teams and optimize their employee’s productivity from home. Join us at our Family Business Legacy webinar on May 27, with Dr. Christian A. Wandeler to learn how to develop this core capability that will be the future of a distributed world

Video presentation:

Thursday, April 22, 2021

Family Business Succession Planning Through ESOPs (Employee Stock Ownership Plans)

Join us at our Family Business Legacy webinar with Steven Deis and Sam Geil as we learn how Employee Stock Ownership Plans (ESOPs) can be an effective way to reward your extended employee family while executing your family business succession (April 22) 

Video presentation: 

Thursday, January 14, 2021

Proposition 19: Impact on Family Estate Planning

As the changes in California taxation for real estate gifts and inheritance take effect in February 2021, this is a critical time to review your estate planning. Join us to learn about the law changes and how you can plan for your family's estate at our next Family Business Legacy webinar with Estate Elder and Special Needs Attorney, Terri Hillard.

Video presentation: 

Thursday, September 24, 2020

Team Performance in Family Business

What do successful family businesses have in common? A high-performing team that gets the job done. At this Institute for Family Business webinar, you will learn more about the High-Performing Team Growth Cycle with Tim Nightingale (Nightingale Resolutions). In collaboration with CMTC and the San Joaquin Valley Manufacturing Alliance.

Video presentation:

Thursday, August 27, 2020

CMTC Presents Funding Opportunities for Family Businesses

Join us for a conversation with Craig Scharton with the California Manufacturing Network as he describes funding opportunities available for family businesses engaged in the production of goods and services.

Video presentation:

July 2020

Deconstructing Conflict in Family Business

Join Lois Lang, Psy.D. and Rebecca Spicer of Evolve Group as they discuss why the potential for conflict in a family enterprise is so high, the symptoms, and stages of family conflict, and how to approach resolution. 

Video presentation:

Wednesday, May 20, 2020

Lemonade Summit

When life serves up lemons, its an opportunity to make lemonade. Join the IFB for a virtual summit for family business leaders to learn from leading experts,  harness the collective strength of other leaders, and begin building strategies for creating their new normal.

Tuesday, April 21, 2020

COVID-19: Tax and Financial Opportunities to Navigate Family Businesses through Uncharted Waters

Join the IFB online on April 21st as Moss Adams discusses new COVID-19 legislation that supports family businesses. Learn about tax and financial opportunities available to support you during this time.

Video presentation:

Thursday, April 02, 2020

Available Resources and Downsizing Options to Sustain Your Family Businesses Amid COVID-19

The Institute for Family Business in collaboration with the Fresno Regional Workforce Development Board will virtually host Sierra HR Partners Inc, the Small Business Administration, and the Employment Development Department to help family businesses learn more about the immediate resources available during this COVID-19 emergency. The panel will also provide compliance guidelines and tips to follow in case your business must make the difficult choice to reduce its workforce. 

Video presentation:

Wednesday, February 19, 2020 

2020 Employment Law Update

Join California State University, Fresno Alum, and Partner at Sagaser, Watkins & Wieland PC, Paul J. Bauer as he shares important 2020 changes to employment law that affect family businesses. Topics include: 

  •      AB 5: Independent Contractor v. Employee Status
  •      Employment Arbitration Agreements
  •      FEHA Claims: Extended Statute of Limitations and Racial Hairstyles
  •      No-rehire Provisions in Settlement Agreements
  •      Lactation Accommodation
  •      California Consumer Privacy Act (CCPA)
  •      Labor Code Wage Claims and Penalties
  •      Organ Donation Leave
  •      Harassment Training Requirements
Wednesday, January 29, 2020

Use of Workforce Analytics for Competitive Advantage in Family Business

Join Sam Geil, President of Geil Consulting, and a panel of Central Valley business executives as they share their firsthand experience using Workforce Analytics in their talent acquisition and retention to stay competitive. 

Tuesday, December 3, 2019

2019 Family Business Winter Social

Meet our new board members as we share our vision for the upcoming year. Eat, drink and be merry in celebration of the holiday season with Central Valley business owners and advisors, Fresno State faculty and students, and other community members!

November 14, 2019

2019 Family Business Tax Workshop

Featuring financial professionals from Weibe Hinton Hambalek, LLP, the 2019 Family Business Tax Workshop will help you identify which tax strategies make sense for you and your business with the goal of minimizing your taxes in the new tax environment.

September 4, 2019 

30th Annual California Family Business Awards

You can find more information on this years CFBA winners by visiting our awards page.

May 8, 2019

4:00 - 5:30pm

Cyber Security: Practical Steps to Help You Secure Your Business

Jesse Gibson of M Cubed Technologies will provide a workshop focused on what businesses should be doing from a cybersecurity perspective and look at real-world examples of security breaches and how they were managed. 

March 13, 2019

4:00 - 5:30pm

Generational Transitions

This month's workshop features Valley Lahvosh Baking Company, a prominent family business in the valley for almost 100 years. You will hear stories of how they made it through the family generations in a competitive industry. 

February 13, 2019

4:00 - 5:30pm

2019 Employment Laws

Come join us for our first event of the year where you'll learn about recent changes in the law from a legal and human resources expert, Michelle Littlewood, Esq. We will cover new legislation and tell you how it will impact your business. 

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