Proving the Impact of Advisory Services: Bust Myths and Drive Results

Room: Anacacho

7:30 am - 8:30 am

EMOTIONAL INTELLIGENCE

Meet the Presenter

SESSION OVERVIEW

Studies repeatedly show business owners increase their profitability, professionalism, and value of their business when they engage outside advisors. These include peer groups and outside board members. Our families know that successful transitions increase when the owners create governance for their business and family systems that involve nonfamily members.

FBCG is changing the outcomes for family businesses and family relationships. Our families are successful because they are proactive in leadership development, family governance systems, and business governance systems. We believe that family businesses are best when they create structure and governance for both the family system and business systems. Family councils provide the family with the opportunity to define the vision for the family, to create leadership education, a system for shareholder education and communication, and a platform for conversations that may otherwise be ignored. Boards of Directors or Boards of Advisors that have outside members create additional resources to the business for growth, strategic planning, and transitions.

Thank you to our Session Sponsor

 


 

MEET THE PRESENTER

EMAIL | LINKEDIN | WEBSITE

Meet Amy Wirtz: Amy Wirtz is a consultant with The Family Business Consulting Group specializing in shareholder value enhancement, business planning processes, and transition implementation of management, leadership or ownership of a business. Her passion stems from growing up in her grandparents’ second-generation business, surrounded by the wonderfully complex matters a family business presents.
Amy brings a diverse range of experience to family enterprises by serving in various roles such as an exit­planning advisor, collaborative lawyer, mediator, arbitrator, lecturer, and teacher. Drawing from 25 years as a lawyer, she believes in peaceful resolutions to complex issues by helping families learn new communication skills to resolve family and business matters. While no longer practicing law, today Amy focuses on providing creative solutions to family business engagements and presenting to relevant audiences. She also helps business owners use their advisors as a resource team to create optimal value.

Prior to joining FBCG, Amy had been a certified collaborative lawyer for over 14 years and a mediator for a nine-year period. Both of these certifications require extensive training in interest-based negotiations, listening skills, reframing and alternate dispute resolutions.
Amy has been a member of the North East Ohio Exit Planning Institute since its formation. She is a Certified Exit Planning Advisor and an instructor for the Exit Planning Institute in Chicago, Illinois. Amy serves on the Advisory Board for Newcomer Farms located in Bryan, Ohio. Additionally, she teaches ethics to family counselors (PhDs, LCSWs, etc.) at Case Western Reserve University and is the Diversion Officer for Bay Village where she works with children who have a first-time brush with the law to avoid a criminal record.

She frequently speaks on the topic of business succession at conferences including the 2018 CARVC Convention, the 2018 OCA conference, and the WACO 2018 expo. Other speaking engagements include Executive Women in Agriculture, Outdoor Hospitality Conference and Expo, the National Association of RV Parks and Campgrounds National Convention, and the Ohio State University Extension Woman in Agriculture Conference.

Amy is married with two adolescent children and lives in a suburb of Cleveland, Ohio.

Specialties
• Shareholder Relations and Development
• Transition Implementation
• Business Planning Process
• Mediation, Communication and Conflict Resolution

Education
Amy attended Cleveland State Marshall College of Law and the University of Toledo for her undergraduate schooling where she received a bachelor in secondary education.

Learn more about the expert by visiting the speaker profile.


 

Continuing Education (CE) Credits

CPE: 1 hours
CEPA: 1 credits


 

Experience the Summit this September

REGISTER NOW ADD TO CALENDAR

LEARNING OBJECTIVES

Attendees will learn the following key takeaways:

  • Articulate how peer learning increases the profitability and value of their clients' businesses.
  • Define the role and advantages of a family council.
  • Differentiate between a board of directors and board of advisors.
  • Understand how good business governance positively impacts the longevity of family business ownership.
Back to agenda