Family Business Roundtables 

 

Why join a Family Business Roundtable?
Family Business Center (FBC) members enjoy access to Roundtable discussion groups. These on-going, informal gatherings bring peers together to address common problems, learn from shared experiences, and help each other find solutions through comfortable, confidential discussions led by a professional facilitator. Many view their Roundtable peers as an outside board of advisors for both business and family issues. For some meetings experts are brought in to educate members on a variety of professional development topics.

Who participates in a Family Business Roundtable?
There are three Family Business Center Roundtable group categories currently available: CEO Roundtables for family business owners or top executives, Women in Family Business, and Next Generation. Roundtables are small, select groups (7-12 individuals) from non-competing family businesses. Roundtables typically function autonomously, with members determining the time, place and content of their group meetings.

How do I join a Family Business Roundtable?
To be eligible for a FBC Roundtable, you must be a member of the Family Business Center.  For more information contact Brittany Prather at 502.852.8874 or brittany.prather@louisville.edu.


I learned more real-life, pertinent knowledge and wisdom in those monthly affinity meetings than I did in 5 years of college. It was a great, great experience for me.” 
- Jeff Francisco

While it’s nice to learn that my business issues are strikingly similar to other CEO’s, it’s very valuable to learn (from their perspectives) how to address those issues.” 
- Allen Steinbock, Whip Mix

“The interaction has been great and there has not been a shortage of topics.” 
- John A. Zoeller, Zoeller Company

 


 

Meet the Roundtable Facilitators:

   
Rachel Butler
Owner & President, right angle
Email: rachelbutler@rightangleresults.com
Phone: (502) 412-6505
 
Karen Dahlem
President, Dahlem Consulting
Email: karen@dahlemconsulting.com
Phone: (502) 836-7403
Michael Faurest, CFP
Principal, Brown Faurest
Email: mfaurest@brownfaurest.com
Phone: (502) 587-0975
John Matter
Senior Counsel, Papa John's International
Email: john_matter@papajohns.com
Phone: (502) 261-4628
Scott A. Olinger, CPA, CGMA, CPIM
Vice President in the Accounting and Auditing Department,
Harding, Shymanski & Company, P.S.C.
Phone: (502) 882-8466
John M. Rittichier, CPA
Vice President in the Tax Department,
Harding, Shymanski & Company, P.S.C.
Email: jrittichier@hsccpa.com
Phone: (502) 584-4142
   
Lewis Rudy
Founder & President,
Rudy & Associates
Email: lewis@rudyandassociates.com
Phone: (502) 821-5350
 
   
Vaughan Scott, MBA, CPWA
Managing Director/ Investment Officer,
Axiom Financial Strategies Group of Wells Fargo Advisors
Phone: (812) 948-8475
``
Andrea Strange, CPA
Vice President in the Accounting and Auditing Department
Harding, Shymanski & Company, P.S.C.
Email: astrange@hsccpa.com
Phone: (502) 882-8450
   
Dave Zimmerman
Certified Exit Planner, ARGI Financial Group
Phone: (502) 753-0609