Professional Advisor applicants for the University of Louisville Family Business Center will be assessed by the members of the membership committee, board of advisors and staff to include a review of each applicant's experience and understanding of family business, specialty area, and such other factors as the committee determines are of importance in light of the specific needs of the community.

Factors that the committee may take into account are as follows:

• Family Business knowledge and experience to assist members
• Specialty, such as: Financial, Insurance, Advisory, Banking, CPA, HR & Assessments, Sales, Exit Planning, Valuation, M & A, etc.
• Demonstrated willingness to participate and/or sponsor
• Offers a creative, innovative approach and is solutions focused
• Can keep the interests of all members in the forefront
• Good communicator – listens, asks questions
• Willingness to commit the time and energy
• Respectful of others
• Can keep confidences
• Can abide by the non-solicitation policy

Please note, the Family Business Center also maintains a 70/30 split in membership. Your application will be placed in a waitlist que if a space is not immediately available and will be reviewed by the committee when openings become available. 

Terms & Conditions

Our members have requested that we keep our events commercial-free, and for this reason, we have established a non-solicitation policy.

Participation in any FBC activity is exclusively for the purpose of expanding knowledge and the understanding of family business issues and best practices and not to solicit business.

REFUND POLICY

We do not offer refunds for registration fees. Please send someone in your place if you are unable to attend.

NON-SOLICITATION POLICY

I understand that this is an educational forum and a non-commercial networking environment. I will not solicit potential clients at this event, nor will I distribute any promotional materials unless I am the event sponsor.

CONFIDENTIALITY

I agree to keep confidential any identifiable information disclosed, discussed, and/or provided at any of the FBCs programs, without the prior written consent of the FBCs Director and the member who is the subject of the information.

PROFESSIONAL ADVISOR GUEST POLICY

I agree to bring at least one family business guest or client with me if I am a service provider or professional advisor, in order to ensure that the majority of the attendees are family firms.

RIGHT TO USE OF IMAGE

I hereby grant to the University of Louisville Family Business Center the right and unrestricted permission to use my name, likeness, image, voice, and/or appearance as such may be embodied in any photos, video recordings, audiotapes, digital images, and the like, taken or made on behalf of the Family Business Center and its partners.

I hereby agree to respect the integrity of the FBC goals by keeping confidential any identifiable information disclosed, discussed, and/or provided at any of the FBC's programs, without the prior written consent of the FBC's Director and the member who is the subject of the information.

If you have any questions about this policy please contact Candace Bensel by email at candace.bensel@louisville.edu or by phone at 502.852.4160.

Thank you for helping us create an empowered community of family businesses.