Memberships

Plan for the Future. Prepare for the Unexpected. Maintain Family Harmony.


The UofL Family Business Center (FBC) is a community where business-owning families can exchange strategies and experiences, safely explore challenging issues unique to family businesses, and learn from leading experts in family business. From understanding interpersonal dynamics in a professional setting to sustaining a legacy culture, FBC seeks to ensure family harmony while committing to business continuity.


Our Mission

Sustaining Kentuckiana family businesses through connections, support, education, and advocacy. We leverage local and best-in-class resources with the University of Louisville


We do this by:

  • Creating a community of business owners and their advisors that helps strengthen the family and the business
  • Providing educational resources to business-owning families, family enterprises, and family business partners to achieve multigenerational success
  • Generating, translating, and disseminating research about business-owning families and family enterprises in our region.


Education

There are numerous education events available to members each year including:

  • Our Lunch and Learn Series
  • The Annual Family Business Summit
  • Cohorts
  • Round Table Peer Groups
  • Workshops and
  • Panel Discussions

Interested in proposing a workshop for our events calendar? Contact us at FBC@Louisville.edu for a copy of our presentation proposal form.


MEMBERSHIP

Family Business Center Membership options include:

  • Family Business Membership – This membership type is tailored to family-owned businesses and family enterprises in the region who are seeking knowledge of family and business dynamics that can help them succeed from generation to generation.
  • Professional Advisor Membership – This membership type is tailored to companies who are not family-owned but provide valuable services to family businesses in this community. Our membership maintains a 70/30 split in membership of family businesses to professional advisors. Contact our staff to learn more about opportunities to get engaged and to join our waitlist.
  • Community Partners – This membership type is an option for Associations, Chambers, Economic Development and similar organizations our family business members are engaged with who offer services complimentary to the UofL Family Business Center.


Member Benefits:

  • Peer group round tables including: CEO, Next Generation Leaders, Human Resources, Family Leadership (non-CEO), Non-Family Executives, and more
  • Connection with a community of family business owners
  • Family business specific, peer-to-peer learning opportunities
  • Exclusive, solicitation-free networking opportunities
  • Primary access to trusted family business advisors
  • Discounts on training and other resources through the University of Louisville
  1. Corporate
  • Family Business Member - Business revenue under $1M annually
    Duration
    12 months
    Package price
    $1,000

    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.


    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 our team by email at FBC@Louisville.edu or by phone at 502.852.4160.


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

    Apply
  • Family Business Member - Business revenue $1M - $25M annually
    Duration
    12 months
    Package price
    $2,500

    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.


    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 our team by email at FBC@Louisville.edu or by phone at 502.852.4160.


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

    Apply
  • Family Business Member - Business revenue $25M-$100M annually
    Duration
    12 months
    Package price
    $3,500

    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.


    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 our team by email at FBC@Louisville.edu or by phone at 502.852.4160.


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

    Apply
  • Family Business Member - Business revenue over $100M annually
    Duration
    12 months
    Package price
    $5,000

    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.


    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 our team by email at FBC@Louisville.edu or by phone at 502.852.4160.


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

    Apply
  • Professional Advisor - Business revenue under $1M annually
    Duration
    12 months
    Package price
    $1,000

    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.

    Apply
  • Professional Advisor - Business revenue $1M - $25M annually
    Duration
    12 months
    Package price
    $2,500

    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.

    Apply
  • Professional Advisor - Business revenue $25M - $100M annually
    Duration
    12 months
    Package price
    $3,500

    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.

    Apply
  • Professional Advisor - Business revenue over $100M
    Duration
    12 months
    Package price
    $5,000

    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.

    Apply

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