Goering Center Learning Opportunities

Mission Statement:  The Goering Center for Family and Private Business drives family and private firm success through excellence in training and education.

The Goering Center also attempts to address issues faced by the professional advisor community in dealing with family businesses, as well as, deal with issues faced by key non-family members employed by family businesses.

Next Generation Institute
Leadership Development Institute
Strategic Business Planning Institute

The Next Generation Institute (NGI) is an eight-part program to prepare both generations for - and to help you jointly begin - the path to new leadership. The Strategic Business Planning Institute (SPBI) is a three-session program from which your leadership team will take away an implementable plan on a few pages. Critical areas covered are clarity of future direction, the key priorities that matter most and metrics to track your progress. Leadership Development Institute (LDI) is designed to address the unique challenges faced by those leading a family business. The Goering Center also maintains an extensive resource library of videos, publications, and texts relating to many of the unique issues faced by family firms. Strategic Business Planning Institute (SBPI) Through this three-session program, your leadership team will take away an implementable plan on a few pages, not a two-inch binder. Critical areas covered are clarity of future direction, the key priorities that matter most and metrics to track your progress.


Executive Luncheons

Ten luncheons annually feature CEOs, Senior Management and Advisors who share their advice and personal experiences dealing with such critical issues as: Succession Planning, Strategic Planning, Governance, Conflict Resolution, Communication Techniques, Valuation, Multiple Shareholder Dynamics and more. Recent luncheons have included:

  • Advisory Boards / The Busken Bakery Family Story
  • Three Generations of Building Success / The Drees Family Story
  • Collaborative Leadership / Mike Albert Leasing, Mesa Industries, Northlich

CORE Member Breakfasts 

Only Core business members attend these exclusive breakfasts, to assure the unbiased nature of the information that's shared. Topics of recent breakfasts have included:

  • Health Insurance Management / USI Insurance
  • Compensation Strategies in Family Business / Employers Resource Association
  • Today's Critical Legal Issues / Graydon Head 

Half-Day Educational Forums

Led by a national expert, Goering Center Educational Forums will speak to the specific concerns of family businesses such as estate planning and weal transfer, strategic planning, family councils, effective family communications, and other key success factors.

Executive Foundtables

A roundtable is a group of 9-10 Goering Center members who  meet, on average, 10 times per year to share business, family and personal experiences in an atmosphere of confidentiality, trust and openness. Specially trained moderators guide discussions and the group functions as a personal board of advisors who spark ideas and guide better decisions.

Community Partnerships

Partnering with area Chambers and professional associations offering learning opportunities to association members in the areas of Succession Planning, Wealth Transfer, and Communications.



Undergraduate Integral Concentration in Entrepreneurial/Family Business

Students in the College of Business at the University of Cincinnati can declare an integral concentration in the area of family business with course offerings grounding the students in the very unique issues facing family firms. An Internship program is also under development where students will be able to gain first hand experience working in family businesses during alternate quarters of their undergraduate years.

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