DISRUPTION IS HERE.HOW YOU REACT CAN MAKE OR BREAK YOUR BUSINESS.

WORKSHOP IWednesday, January 24, 20188 AM - 10 AM

THE REAL TRUTH ABOUT BUYING OR SELLING A BUSINESSThe most important decision any business owner must consider: selling the business.

A PANEL DISCUSSION LED BY: Ray Melcher, Marathon Business Brokers

PANELISTS INCLUDE: Ryan Hurst, ASA, Manager, Business Consulting Services Group, RKL LLC Scott Vaughn, President,/CEO, The Standard Group George Balchunas, Esq., Kozloff Stoudt Attorneys

What’s best for your business and your employees? Ray Melcher will facilitate this panel, which will provide real-life examples and guidance on this important topic. Panelists will speak about their years of experience assisting clients in all facets of this arena, from valuation to estate planning to creating an ESOP.

WORKSHOP IITuesday, March 27, 20188 AM - 10 AM

HOW CAN AN ADVISORY BOARD HELP MY BUSINESS?You’ve got lots of questions about forming an Advisory Board, and we’ve got answers.

A PANEL DISCUSSION LED BY: Pat Langiotti, PMC, President of Creative Management Concepts PANELISTS INCLUDE: Brian Kelly, President and CEO of Spotts Stevens & McCoy Julia Klein, Chairwoman, C. H. Briggs Thomas A. Beaver, Consultant and Retired Managing Partner, RKL Marsha Everton, Corporate Director & Advisor,Marsha Everton LLC; Principal, The AIM sights Group

Thinking about forming an Advisory Board? Wondering how it works or when it’s the right time? How much does it cost, and how do you identify the best advisors? Pat Langiotti has helped several businesses put advisory boards into place and she serves as an advisor to several local businesses. She’ll provide an overview of the process and panelists will talk directly about their experience with or on Advisory Boards.

BONUS SESSIONSpring, 2018 - Date TBDSTOKESAY CASTLE

SPECIAL PRESENTATION BY THE GULATI FAMILY:Preparing Leadership for Succession to the Next Generation

This bonus presentation by the Gulati Family, whose holdings include the Fidelity Technologies Corporation, Stokesay Castle, Sunnybrook Ballroom and Conference Center, and the Reading Royals, will discuss the strategy of preparing the next generation to take the reins of the family business. Understanding the process, the timing, and importantly, the dos and don’ts after the transition. Join us for a very special presentation by a family who has created a great legacy family enterprise both here in Berks County and beyond. Our opportunity to hear from two generations of a very successful operation, and the lessons learned that can benefit all businesses both large and small!

TAKE CONTROL AND LEAD THE CHARGE IN TIMES OF CHANGEFamily businesses play a critical role in our economy.

They provide over 62% of our nation’s employment and 78% of all new job creation. An estimated 90% of companies in North America are family-owned businesses, generating over 57% of GDP in the United States. Berks FBA’s Workshop Series gives you the information you need to keep your family business healthy.

FALL FORUMDISRUPTIVE TECHNOLOGY AND INNOVATION IN THE WORKPLACE

STOKESAY CASTLEStokesay Castle Ln, ReadingWednesday, November 29, 20177:30 AM - 11:00 AMCOST: $25/per person (Includes Breakfast)

KEYNOTE SPEAKER: John McElligottCEO of York Exponential

John McElligott has taken his message of disruption and innovation to the White House, SXSW, the Center for Manufacturing Excellence in Detroit, the Council on Foundations, more than a dozen MEPs, and a long list of State Conferences. Now he’s in Berks County to help you transform your business with the help of these once-in-a-lifetime opportunities of disruption and emerging technology.

Known professionally as a Vision Caster and Technical Futurist, John has a wide range of prolific experience in startups, software, robotics, real estate, the military, and music—just to name a few. He’s also a graduate of the Benjamin Franklin Technology Partners Techcelerator program. His passion is the rise and rejuvenation of third tier cities. He’s a champion of transformational change through community networking and has a proven track record of community success.

7:30 AM Breakfast/Registration8:30 AM - 10 AM Keynote Speaker 10 AM - 1 1 AM Table Topic Discussions

COST: $25/person FREE for PeerGroup members

WORKSHOPS I AND IIHeld at THE CHAMBER CENTER FOR BUSINESS EXCELLENCE49 Commerce Drive, WyomissingCOST: $25/per workshop, FREE for Peer Group members

INTERIOR

PEER DISCUSSION GROUPSPeer groups meet 8-10 times/year. The annual participation fee is $400/person, per companyConfidential, non-competitive, professionally led, peer discussion groups give you the opportunity to meet and solve the challenges of running a family enterprise in very competitive, disruptive times. For over three years, Berks FBA has hosted these discussions, which are facilitated by professionals in the field. Participants’ experience has confirmed what research has shown for years: these peer groups provide family businesses with an edge.

“Running a business without the support of a peer group is like driving without wearing a seatbelt.”

-Leon Shapiro, Former CEO of Vistage

ALL IN THE FAMILY GATHERINGS FREE!Wednesday, April 18, 2018THIRD & SPRUCE CAFÉ238 S. Third Ave. West ReadingThese “gatherings” are hosted by local family businesses and are held periodically at their location. Gatherings are also a great opportunity to meet other area family-owned businesses, cultivate resources you can use, and build relationships in the community. The Gatherings are exclusive to family business owners and their employees. Please join us at any of the upcoming events! Space is limited, so please register early at:

www.greaterreadingchamber.org or call 610-376-6766.

BERKS FBA E-NEWSLETTEROur monthly electronic publication keeps you informed of upcoming events, examines relevant business issues, and is a great resource for all who work in a family-owned business. We will introduce you to our Subject Matter Experts – knowledgeable in all aspects of business as they relate to the family-owned organization and learn more about how they help family businesses every day.

BERKS FBA WEBSITE:www.berksfba.comVisit our website often for current information on events and programs, find a subject matter expert or explore articles relating to family-owned businesses.

For more information on the BerksFamily Business Alliance, Visit

www.greaterreadingchamber.org or call 610-376-6766.

MAJOR SPONSORS:BB&T, Kozloff Stoudt Attorneys, RKL, LLP

PROGRAM SPONSOR:Mosteller & Associates, First Priority Bank, Fraser Advanced Information Systems

FAMILY CHAMPION SPONSORS:Canteen of Berks County, Dolan Construction, Paul W. Essig, Hitchcock Clean and Restore, Redner’s Markets, R.M. Palmer Company, The Loomis Group, The Standard Group, VA Productions

The FBA peer group has been one of the best groups I could have joined being part of a family business. It has really given me more insight from a family business perspective being that the groups are filled with a wide range of people in different stages in their family businesses. Being able to confide in a group of people that have or are going through the same obstacles within their family businesses is extremely helpful and eye opening, especially because each person has a completely different background and business background than the next person. I would highly recommend an FBA Peer Group.

– Sabrena Elmarzouky Queen City Restaurant

Nothing can fulfill the same role or bring the same value that belonging to an affinity group can. There is a peer advantage because you are in a place where you receive completely unbiased and objective advice in a safe environment where you aren’t being judged.– Leon Shapiro

Family Business Alliance

Berks

SUBJECTMATTEREXPERTS We have a full range of experts in all disciplines to ASSIST you

with those ISSUES that are CRITICAL TO YOUR BUSINESS SUCCESS. These professionals can offer up to two hours of one-on-one consultation at your office or their location. Please contact Karen Marsdale to get in touch with an expert TODAY!

Family Business Alliance

Berks

SPONSORSMAJOR SPONSORS:BB&T, Kozloff Stoudt Attorneys, RKL, LLP,

PROGRAM SPONSOR:Mosteller & Associates, First Priority Bank, Fraser Advanced Information Systems

FAMILY CHAMPION SPONSORS:Canteen of Berks County, Dolan Construction, Paul W. Essig, Hitchcock Clean and Restore, Redner’s Markets, R.M. Palmer Company, The Loomis Group, The Standard Group, VA Productions

For more information on theBerks Family Business Alliance, Visit

www.greaterreadingchamber.org or call 610-376-6766.

Family Business Alliance

Berks

OPERATIONALCONSULTINGRobert PozeskyManager, Consulting Services GroupRKL

INVESTMENT MANAGEMENTJosh WeaknechtWealth AdvisorBB&T Wealth

COMMERCIALINSURANCEMichael E. Capri CPCU, ARM, CIC, MBABusiness Insurance AdvisorBB&T Insurance Services

RETIREMENT PLANNINGJosh WeaknechtWealth AdvisorBB&T Wealth

BUSINESS VALUATIONSUCCESSION PLANNINGPaula Barrett - CPA/ABV, CVA, CGMAPartner, Business Consulting Services GroupRKL

WEALTH MANAGEMENTLaurie M. Peer, CPA, CFPPartner, RKLExecutive Vice PresidentRKL Wealth Management LLC

TAX SERVICESMichael R. DePaul, Jr., Esq.Partner, Tax Services GroupRKL

INDIVIDUALSALES AND OFFICETECHNOLOGY SOLUTIONSTom LodatoReading Branch Sales ManagerFraser Advanced Information Systems

HUMAN RESOURCE CONSULTINGLaurel ClineSenior AssociateMosteller & Associates

Chester Q. MostellerFounder and PresidentMosteller & Associates

GENERAL MANAGEMENTPatricia L. (Pat) Langiotti, PMCPresidentCreative Management Concepts

Robert PozeskyManagerConsulting Services Group, RKL

LIFE INSURANCE ANDFINANCIAL PLANNINGB. Douglas Trainer, LUTCFInvestment CounselorBB&T Investment Services, Inc.

MERGERS &ACQUISITIONSBarbara H. PattisonSenior Vice PresidentBB&T

Ryan P. Hurst, ASAManagerBusiness Consulting Services Group, RKL

MARKETINGTom NewmasterDSCFORCEpkg.

EMPLOYEE BENEFITSJoe LennertSenior Vice President, Agency ExecutiveBB&T Insurance

Chester Q. MostellerFounder and PresidentMosteller & Associates

Laurel ClineSenior AssociateMosteller & Associates

Jim McCannEmployee Benefits AdvisorBB&T Insurance

ORGANIZATIONAL STRUCTURE & GOVERNANCEPatricia L. (Pat) Langiotti, PMCPresidentCreative Management Concepts

LEGAL PROFESSIONALSGeorge Balchunas, Esq.Business & BankingKozloff Stoudt Attorneys

Jeffrey R. Elliott, Esq.Employment/HR IssuesKozloff Stoudt Attorneys

Dan Becker, Esq.Shareholder & Managing Director,Small BusinessKozloff Stoudt Attorneys

Brian Boland, Esq.Shareholder & Director,Estate PlanningKozloff Stoudt Attorneys

Peter Schuchman, Esq.Shareholder & Director,LitigationKozloff Stoudt Attorneys

FINANCINGMark A. HornbergerSenior Vice President

BB&T

David RolandMarket PresidentBB&T

Mary Ann MessmerExecutive Vice PresidentPrivate Banking

First Priority Bank

Laura MelfiSenior Vice PresidentDirector of Cash Management

First Priority Bank

Erwin WennerVice PresidentCommercial LendingFirst Priority Bank

Dale-Ann FarinaVice PresidentDeposit SolutionsFirst Priority Bank

SUBJECTMATTEREXPERTS