Upcoming Events

Below are the upcoming Pacific Family Business Institute seminars, workshops, affinity group meetings and other events. Please check back regularly for updates.

To ensure a high-quality experience for all attendees, some events are capped in size or are limited to individuals or companies that share similar objectives.

We welcome ideas for future topics and new affinity groups. If you would like to suggest a topic, be involved in forming a new peer-to-peer group or have questions about an event, please contact us.

Family Business Study Group - The Role of a Fiduciary in Family Business Succession Planning
Acting as fiduciary where a family business comprises a significant part of the estate or trust can be a significant undertaking, with many planning opportunities and potential perils. The role of a family business attorney can be vital for ensuring a smooth transition and avoiding the potential conflict that can arise with succession planning. Join John Draneas and Pat Green as they discuss family fiduciaries through the lens of a case study discussion centered around a family real estate business, and some potential pitfalls (such as establishing a successor and trustee, potential lawsuits and claims, etc.) and how to proactively protect one’s estate and business plan.
Date: Tuesday, June 2, 2015
Time: 4:30 - 6:00 p.m. with reception to follow
LocationSkype Live Studio, 1210 SW 6th Avenue, Portland, OR 
Audience: Family business owners and operators only

Family Business Legacy Series -- Prospering for 140 Years: Baker Boyer National Bank
Join Megan Clubb, CEO of Baker Boyer National Bank and the great-great granddaughter of bank co-founder Dr. D.S. Baker, and Peter Allen, Executive Vice President and a member of the 6th generation in the business, as they share their views on responding to challenges, the role of family in family business and the need for re-invention. Founded 20 years before Washington became a State, Baker Boyer National Bank opened in Walla Walla in 1869. The Bank remains the oldest independently owned community bank in Washington. It now operates with five branches, including wealth management and business banking offices in Yakima and the Tri-Cities.
Date: Thursday, May 28, 2015
Time: 8:00 - 10:00 a.m.
Location: Davis Wright Tremaine LLP, 1201 Third Ave, Ste 2200, Seattle, WA
Audience: Family business owners and operators only