Family Business Legacy Institute Events
All events are for members only, for information on joining the Family Business Legacy Institute, please contact our Executive Director and Chief Operating Officer Dr. David Borst at 414.828.9298 or firstname.lastname@example.org
2018 Event Schedule
2016 Past Events
Christopher Family Farm and Gardens Open House
Monday, July 11, 10am – 2pm
The Christopher Family is known by many from their corporate presence- the owners of The Pampered Chef. While that business has been sold, the family retreat will be open exclusively to family, partners, and service providers of FBLI. Noon lunch will be served by Sprechers, and members of the family will speak to us at 12:30pm. Please check out the website at : http://www.christopherfarmandgardens.org/ A map of the private conservancy is at: http://www.christopherfarmandgardens.org/assets/Maps/CFG-Map-.pdf
Jeff Kyle and John Wayne Walding Event
Friday, June 17, 4-7 pm
Highland Hunt Club, N3041 County Rd A, Cascade, WI 53011
Hear Jeff Kyle, brother of Chris Kyle of the movie “American Sniper. Jeff will be joined by John Wayne Walding, a green beret who is also an amputee. You will get to also participate in a shoot and cover event. Dinner and drinks will be served after the event.
Villani/FBLI Day at the Chinooks Game
Friday, June 10, 6-9 pm
Kapco Field, Concordia University
After Hours – Open House at Core Creative
Thursday, June 2, 4-6 pm
700, 600 W Virginia St, Milwaukee, WI 53204
Wednesday, May 25, 5 pm doors open, program starts at 5:30 pm
Sharon Lynne Arts Studio, 19805 West Capitol Drive, Brookfield, WI 53045
Panelists to include:
Lisa Riordan of Owners Edge, who just completed an acquisition to diversify the company’s business.
Bill Pacquin of R&B Wagner, who sold the company in an ESOP transaction within the last year.
Holly Ritz of Penworthy, who completed the acquisition of a family business recently.
Dinner at Artisan 179
Monday, April 11, 6:30 pm
Artisan 179 owned by Carrie and Dale Boehm, an FBLI family, will host an event with proceeds toward the hospitality and event management program at FBLI service provider Concordia.
Major Event Escape Milwaukee and the Safehouse
Friday, April 8
We’ll start our event with 24 participants at 4 pm at the Forum, 3333 N. Mayfair Rd. Go to the third floor to a place called Escape MKE, where you will be given your first mission. After your next mission, should you choose to accept it will be to get into the new Safehouse, 779 N Front St, Milwaukee, WI 53202. You will be escorted through the Safehouse to private quarters in The Press Room. There, you will debrief your mission with open bar and food from 5-7 pm. (People working downtown that would like to come only to the after mission event should feel free to do so- just let me know your intent). During the debriefing, we will enjoy a Q&A with a former undercover informant who will recount his harrowing activities over a four year period. His identity is being concealed until the event to protect him.
This would be a child friendly event, but a special warning as Escape MKE is intense.
FBLI Roundtable with Mark Reich
Thursday, March 3, 5-7 pm
Wisconsin club downtown in the McArthur Room on the third floor. Drinks and appetizers to be served.
Commentary to follow by our own partners from CLA- Jamey Rappis and another guest TBA. Estate planning is crucial to any family business and our partners can assist in this process. Hear from Mark about what can go wrong, and hear commentary to help avoid that problem.
Major Networking/Social Event
Wednesday, February 17, 4 pm
FBLI 2016 Opening Retreat
Wednesday, January 20 from 11:30-6 pm
Wisconsin Club Country Club on 60th and Good Hope Road
Begins with lunch followed by 2 seminars on the hour from 1 pm until 5 pm
Event will conclude with an open bar and appetizers
FBLI 2015 Year-End Event
Friday, January 8 from 6-9 pm
146 Green Bay Road
Thiensville, WI 53092
Past 2015 Events
WKLH Open House
Thursday, December 3 from 4-6 pm
5407 W. McKinley Ave.
Milwaukee, WI 53208
Come see the studios of our media partner Milwaukee Radio Group.
“Learning From Failure” All Owners Event
Wednesday, November 11, 5-7 pm – SORRY THIS EVENT IS AT CAPACITY
M7 Resource Center, 231 W. Michigan Ave. 28 maximum participants. Homeland Security check required so list is required no later than November 5th. No last-minute acceptances for this one!
Hitting Your Target (Literally)
Friday, October 9 (Rain date October 16), 1 pm
5674 Holy Hill Rd., which is Hwy 167
How often do we miss the target? Whether the quarterly projections, the annual pro forma, or in dealing with the son or daughter, we all miss once in a while. That is a family business. You try hard, but sometimes come up short. At FBLI, we understand- we’ve been there. But here you are, still standing, succeeding despite temporary setbacks. Our October event will harken back to when you missed the target- literally!
For this amazing event, FBLI will fly you high above the sky (in pastures and places unknown) where you and your FBLI partner will spot, sight and release a bomb from a helicopter hovering high above. The family with the closest bomb will win the competition. Sound simple? The target will be approximately four feet in diameter and the target will be attacked from about 400 feet. Wind speeds at that altitude? 20 to 40 knots. What is a knot? You will find out that day! We guarantee you have NEVER done anything like this!
To see coverage of this event please visit: https://www.youtube.com/watch?v=Jm_zZiMQ_f0&feature=youtu.be
Villani Landshapers Open House
October 1, 4-6 pm (weather permitting)
12120 W. Carpenter Ave. Greenfield, WI 53228
Food by “That’s Amore”, food cigars and beverages. For more information on this family run business visit: http://www.villani-landshapers.com/
Business of the Year Awards and Economic Forecast Breakfast
September 24, 7:30-9:15 a.m.
Ozaukee Pavilllion, W67 N890 Washington Ave. Cedarburg
Businesses to be honored includ: PWSB, TechTeriors and The Feed Bag
Economic Forecast portion of the program to be emceed by Dr. David Borst, Executive Director and CEO of FBLI. Panelists to include Bill Morse of Ziegler Wealth Management and Paul Westphal of Baird Private Wealth Management.
Cornerstone Series- Bridgewood and Augustine Financial presenting: Building Wealth Through Your Business
Creating Long-Term Company Value While Investing to Meet Your Retirement Objectives
September 23, 11:30 – 1:30 p.m.
Four Points Sheraton Milwaukee North, 8900 N Kildeer Ct, Brown Deer
Culver’s FBLI Open House
Wednesday, September 9, from 3-5 p.m.
Culvers W249 N 6620 Hwy 164 in Sussex.
Come get to know the Nelson Family a little better and learn about their business.
Boehlke Gas FBLI Open House
Thursday August 27, from 4:30-6:30 p.m.
1020 St. Hwy 60
Meet politicos: Brooks, Stroebel, Grothman, Rodriguez (oak creek), and Schlenvogt. Eat the State Fair winning chedar-wurst.
Friday, August 21 from 2-5 p.m.
Highlands Hunt Club
Perhaps this event should be called FAT, as the alcohol and tobacco will be served after the shooting…. Working together, the family will need to breath together to execute the perfect shot from various ranges and with various weapons. Family member and host TJ Sommer will show us his hunt club as part of this experience. Cigars will be provided to those of age along with spirits and a Wow! dinner board member Lenny Khayat is known for.
To see coverage of this event, please visit: https://youtu.be/QV_SVHBSeS0
Villani Landshapers’ Friends and Family Night
Sunday, August 9 deck opens at 4:15 p.m. First pitch at 5:05 p.m.
Villani’s Outfield Deck at Kapco Park
12800 N. Lake Shore Drive, Mequon at Concordia UniveristyThe
First first 10 affirmative RSVPs will recieve a one-0f-a-kind limited edition Gino Villani bobblehead. The first 20 affirmative RSVPs will have their name put into a drawing to fly into the field by helicopter and throw out the first pitch (weather permitting). Please RSVP by August 1 to email@example.com.
Opening of Kapco Field Outfield Gardens and Deck
Thursday, July 23 from 5-7 p.m.
Concordia University Wisconsin Grounds, 12800 N. Lake Shore Drive, Mequon
Join FBLI family member Gino Villani as he proudly shows us his work. Expect food, refreshments and a visit from the Queen of cigars.
Our panel will include several presenters TBA and Ann Joda, Partner at CLA. They will engage on topics such as working with your spouse, prenuptial agreements and many more. Ann and her husband own Joda Construction, a firm her sons also work at. Event to include wine and appetizers. Excellent networking opportunity for female partners of our FBLI partners. Come see the scenic view of downtown Milwaukee from the 6th floor of the club. Stay for the networking, case study and panel discussion.
Friday, June 19 from 2-5 p.m.
Stocky’s, 6389 Stockhausen Lane, West Bend
While the blind-folded go-kart racing ended in a crash- literally- the spirits were not dampened as the competitive juices flowed. Rick Marino, still smacking his lips after the pizza tasting victory in April, took on rookie FBLI participant TJ Sommer in the championship round. All this after numerous qualifying heats that saw Roger Boehlke take a header into the wall losing his glasses, along with innumerable spin-outs and flying car parts. Sommer took the checkered flag, and with the next event being on his home turf at the Hunt Club, promised to close the distance the Marino Family has built in the early competition. The event closed with dinner and a brief presentation on risk, money and family.
To see coverage of this event, please visit: https://youtu.be/5gcqrOh4n3U
Cornerstone Series featuring CLA and M3
Thursday, June 11, time 11 a.m.-2 p.m
Four Winds Sheraton, 8900 N Kildeer Ct, Brown Deer
BizTimes Family & Closely Held Business Summit
Thursday, June 4, 7-11:30 a.m.
Italian Community Center, 631 E Chicago Street, Milwaukee
Learn how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business.
Family Business Legacy Institute Open House at Ontal
Tuesday, June 2 from 3-5 p.m.
Tour and refreshments provided. Ontal makes athletic wear, uniforms and custom clothing. Ontal is located at 301 W. Vogel- northwest of Mitchell field.
Family Business Legacy Institute Open House at ITA
Wednesday, May 27 from 9:45-11:45 a.m.
Tour and lunch provided. ITA is a choice school located on 85th Street just north of Brown Deer Rd.
Millennials Navigating Family Businesses
Wednesday, May 13 from 5-7 p.m.
Bilabo Brewing, 18720 Pleasant Street, Brookfield
This event is for second generation members only. A panel discussion will be hosted by Dr. David Borst and will include millennials navigating the challenges of working with tweeners and baby boomers.
Top Chef Pizza Bake Off
Friday, April 24 from 2:30-5:30 p.m.
Palermo’s Pizza Villa
See who can make the best tasting pizza while networking and having fun.
To see coverage of this event, please visit: https://www.youtube.com/watch?v=6qa0LLMU8kw
Family Curling Event
Friday, February 27 from 2:30 -5 p.m.
Hart Park Community Center in Wauwatosa
Learn the basics of curling while networking and having fun.
To see coverage of this event, please visit https://www.youtube.com/watch?v=duWfWNtRdwk