Executive Council '14 - San Francisco - September 8 & 9


Monday, September 8, 2014 - 1:30pm to Tuesday, September 9, 2014 - 5:00pm

  • Agenda

AGENDAHosted by:  CHS Management, LLCCharles Schwab Corp.211 Main Street – San Francisco, CA


Sunday, September 7, 2014

6:30 p.m.


Optional Dutch Treat Dinner and Cocktails (Spouses Invited)


Monday, September 8, 2014

8:00 a.m.


Continental Breakfast




8:30 a.m.






8:35 a.m.


Member Introductions and What Keeps You Up at Night?




9:35 a.m.


Executive Dialogue




12:30 p.m.










3:00 p.m.


Family Enterprise Governance Case Study and Models




5:00 p.m.






7:00 p.m.




Tuesday, September 9, 2014

7:30 a.m.


Continental Breakfast





8:00 a.m.


Engaging the Next Generation in Family Philanthropy

  • Hear from the President of one of the nation’s leading donor-advised fund organization about how families can engage the next generation family members through philanthropy.




9:15 a.m.






9:30 a.m.


Creating a Family Education Initiative for Building Great Families

  • Financial education is not just about the money; it’s about building great families.
  • The changing nature of financial education in the 21st century (from Boring to BHAGS)
  • Critical elements of a financial education initiative (what exactly IS financial education)
  • Financial education as a strategy for family cohesion, purpose, and succession (or why are we doing this?)
  • Defining and evaluating success in financial education (how do you know if it's working?)
  • Herding cats: how to get diverse family members engaged in financial education (it's a good idea, but not everyone is convinced--now what?)




11:15 a.m. Break




11:30 p.m.


Next Steps




12:00 p.m.


Lunch and Adjourn

*** Business casual attire for meeting ***