Event Details
Fredrikson was pleased to reconvene The Upper Midwest FBA. For the 2017-2018 program year, we developed and enhanced the educational focus of the group’s meetings and continued to work on breaking down barriers to addressing our clients’ needs in a collaborative, holistic way.
In this Upper Midwest FBA Meeting, a multi-disciplinary panel of experts shared their best advice for clients in 2018. Attendees participated in small group discussions on key issues, identifying needs for new skills, new tools or new information in their practice. The larger group reconvened to share insights learned, followed by a networking reception.
The Upper Midwest FBA is a multi-disciplinary group of family business advisors comprising of financial management, legal, business/tax and governance/legacy/philanthropy professionals.
Agenda
- 3:30 p.m. Networking and registration
- 4 p.m. Panel discussion
- 4:45 p.m. Small group discussions
- 5:15 p.m. Small group reports
- 5:30 p.m. Networking reception