What are “Forums for Family Business”?

Where do you fit?Forums for Family Business are round-table peer groups for family members in privately held companies. Members represent a wide cross section of family owned businesses in Southeast Wisconsin. The common thread – being in family business focused on growing the enterprise while navigating generational transitions. As a member of Forums for Family Business you quickly realize you are not alone in these challenges.

  • Engage in confidential discussions among non-competing peers
  • Tour facilities, offices, and manufacturing operations
  • Explore business challenges (for example employee retention, supply chain, contracts)
  • Explore family business topics like roles, entering the business, becoming a shareholder, passing the baton
  • Network at social events
  • Get to know successful leaders
  • Learn best practices from successful companies
  • Learn from each other’s mistakes and challenges
  • Have a personal board of advisors
  • Set goals with accountability to take action
  • Develop new friendships

What is your role?Through the years, meetings have been hosted at over 100 Wisconsin businesses. Meetings are held monthly and hosted by members at a different location each month. At each meeting members to present issues, challenges, share best practices, and network.

Forums for Family business was founded by Dean Fowler more than 30 years ago and has run continuously since. The groups are now owned and facilitated by Bill Edstrom, an original Forum member who comes from a family business background. Bill is an experienced facilitator and trained executive coach. The underlying framework for the groups are the 12 competencies of family business that come from Dean Fowler’s research.

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Dan Voell
Member Experience
Before joining the Forum group, I thought that the issues my family was dealing with were unique. I have a much better understanding of the roles that I play in family, family businesses and family office.
Dan Voell
Vesla Hoeschen
What our members say
Members of the forum group understand the unique challenges of working in a family business and I no longer feel isolated as I face these challenges.
Vesla Hoeschen - Chair of the Board
Jered Stoehr
What our members say
Being able to cover this range of topics is unique in my experience in business forum groups. I get a lot of value from it and the relationships with other members.
Jered Stoehr - Chief Executive Officer
Pat Laughlin
Member Experience
Having a group to bounce ideas off of, hear other concerns and realize what you’re facing…is invaluable.
Pat Laughlin
Ollie Ellsworth
What our members say
Family business is all about empathy; empathy for one's self, empathy for family members, and most importantly, empathy for non-family employees and their families.
Ollie Ellsworth
Dean Steiner
What our members say
It’s a sounding board for topics not generally discussed with colleagues due to ownership in business.
Dean Steiner - VP of Sales & Strategy
Dean R Fowler
What our advisor say
Bill is an excellent facilitator who listens to the group members, manages the conversations so that no one person dominates a discussion.
Dean R. Fowler, Ph.D,
What our customer say
Member Experience
I would have likely quit family business if I had not been a member of the Forum group. In those more frustrating times of family dynamics, I’ve had others that relate exactly to my issue.
Art Edstrom
Board member of Avidity Science/Former CEO of Edstrom Industries, Inc.
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