Family Business: Are you getting the most from your advisers?

Family Business Breakfast Series

Friday, March 2, 2018


As business owners, you all have advisers to lean on for advice. Whether that’s as simple as a conversation with your banker, or structured quarterly meetings with a group of outside advisers, utilizing the expertise of your support agencies can play a large role in your company’s growth.

For this breakfast series event, we’ll learn from three family business advisers from different industries. You’ll learn how they best work with families, what questions and conversations to seek their advice on, and how to create the best working relationships to propel the family and business forward.


  • Samantha Metcalf, CliftonLarsenAllen
  • Margaret Cronin, Bridgeview Legal Advisors
  • Keith Moeller, Northwestern Mutual
  • Justin Anderson, JSA Advising


Dr. Ritch Sorenson, Opus Endowed Chair in Family Business, University of St. Thomas

There is no cost for families with a current student at St. Thomas. This event is only open to members of a family business.

Event Details:
Friday, March 2, 7:30 a.m.
University of St. Thomas Opus College of Business
1000 LaSalle Ave
Opus Hall 201/202
Minneapolis, MN 55403

For more information, contact center director Jon Keimig, or 651-962-4560.