BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20261021T123000Z DTEND:20261021T180000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Future in Focus: Cultivating the Next Generation DESCRIPTION:Cultivate the next generation through customized action plans.\n\n\n\nThis session focuses on how to actively engage the next generation as future leaders and owners of the family business. Participants will explore why involving younger family members early is crucial for long-term success and learn how to prepare them for leadership roles while managing family dynamics effectively.\n\n\n\nKey learning outcomes include:\n\n Understanding the importance of engaging the next generation in family business governance and ownership\n Identifying barriers to next gen involvement and strategies to overcome them\n Creating clear\, personalized pathways for leadership and ownership tailored to individual family members\n Building skills in conflict resolution and emotional intelligence to navigate family dynamics\n Developing an entrepreneurial mindset among rising leaders\n\nThrough research insights\, case studies\, group discussions\, and interactive tools\, participants will explore how different generations think and communicate. The session culminates with participants crafting customized next gen engagement plans that fit their family's unique needs\, setting clear action steps to move from planning to implementation.\n\n\n\nFacilitators: Todd Harvey\, Gretchen Krueger\, Bruce Vandermeulen\n\n \n\n\n\n \n\nTodd Harvey\n\nAs a senior vice president and a market leader for the PNC Private BankSM\, Todd oversees a team of professionals striving to achieve the highest level of client satisfaction. His top priority is that the team not only meets but also exceeds the client's expectations. Through Todd's leadership and commitment\, he helps ensure that the client benefits from a full complement of investment\, trust\, financial planning and private banking services to help them achieve their financial goals.\n\n\n\nWith over 23 years of experience serving families\, Todd bring a wealth of expertise in private banking\, investment management\, and wealth planning. He has held prominent leadership roles at Merrill Lynch and Fifth Third Private Bank\, further solidifying his capabilities in this field.\n\n\n\nTodd holds the Certified Financial PlannerTM designation. Todd earned a Bachelor of Business Administration from Western Michigan University and holds the Certified Financial Planner designation.\n\n\n\n \n\nGretchen Krueger\n\nAs a senior vice president and a senior fellow of the Institute for Family Success\, Gretchen empowers clients to navigate the benefits\, responsibilities\, and challenges of significant wealth\, providing a suite of specialized services designed for high-net-worth individuals and families. Gretchen is part of a dedicated team of professionals who have the unique knowledge and experience to understand the importance of strategic advice related to wealth's financial\, social\, and human dimensions. She takes a holistic approach to help clients not only sustain wealth across multiple generations but ensure that it remains a positive force for years to come. \n\n\n\nPrior to joining PNC\, Gretchen served as a member of Wells Fargo's Family Wealth and Culture Service team. In that role\, she focused on the discovery\, sharing\, and preservation of clients' family and business histories. She guided families in using storytelling as a unique tool for defining and amplifying their values. \n\n\n\nGretchen is a Certified Advisor through 21/64\, an organization devotes to training facilitators for next generation engagement. \n\n \n\n\n\nBruce Vandermeulen\n\nAs a vice president and a senior wealth strategist\, Bruce leads the deep and dynamic discovery process to achieve a mutual understanding of your family\, business (if applicable) and financial goals to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial\, estate\, tax and philanthropic considerations and preferences. Bruce identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has the high level of technical experience in complex estate\, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.\n\n\n\nAs a Senior Wealth Strategist\, Bruce leads a dynamic discovery process to achieve a mutual understanding of your family\, business\, and financial goals to determine what is important to you in achieving peace of mind. He works with your advisors to help develop a strategic blueprint which integrates your financial\, estate\, income tax and philanthropic considerations. Utilizing his unique skill set\, Bruce identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. X-ALT-DESC;FMTTYPE=text/html:
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\nCultivate the next generation through customized action plans.
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\nThis session focuses on how to actively engage the next generation as future leaders and owners of the family business. Participants will explore why involving younger family members early is crucial for long-term success and learn how to prepare them for leadership roles while managing family dynamics effectively.
\n
\nKey learning outcomes include:\n\nThrough research insights\, case studies\, group discussions\, and interactive tools\, participants will explore how different generations think and communicate. The session culminates with participants crafting customized next gen engagement plans that fit their family&rsquo\;s unique needs\, setting clear action steps to move from planning to implementation.
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\nFacilitators: \;Todd Harvey\, Gretchen Krueger\, Bruce Vandermeulen
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\nTodd Harvey
\nAs a senior vice president and a market leader for the PNC Private BankSM\, Todd oversees a team of professionals striving to achieve the highest level of client satisfaction. His top priority is that the team not only meets but also exceeds the client'\;s expectations. Through Todd'\;s leadership and commitment\, he helps ensure that the client benefits from a full complement of investment\, trust\, financial planning and private banking services to help them achieve their financial goals.
\n
\nWith over 23 years of experience serving families\, Todd bring a wealth of expertise in private banking\, investment management\, and wealth planning. He has held prominent leadership roles at Merrill Lynch and Fifth Third Private Bank\, further solidifying his capabilities in this field.
\n
\nTodd holds the Certified Financial PlannerTM designation. Todd earned a Bachelor of Business Administration from Western Michigan University and holds the Certified Financial Planner designation.
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\n \;
\nGretchen Krueger
\nAs a senior vice president and a senior fellow of the Institute for Family Success\, Gretchen empowers clients to navigate the benefits\, responsibilities\, and challenges of significant wealth\, providing a suite of specialized services designed for high-net-worth individuals and families. Gretchen is part of a dedicated team of professionals who have the unique knowledge and experience to understand the importance of strategic advice related to wealth'\;s financial\, social\, and human dimensions. She takes a holistic approach to help clients not only sustain wealth across multiple generations but ensure that it remains a positive force for years to come. \;
\n
\nPrior to joining PNC\, Gretchen served as a member of Wells Fargo'\;s Family Wealth and Culture Service team. In that role\, she focused on the discovery\, sharing\, and preservation of clients'\; family and business histories. She guided families in using storytelling as a unique tool for defining and amplifying their values. \;
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\nGretchen is a Certified Advisor through 21/64\, an organization devotes to training facilitators for next generation engagement. \;
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\nBruce Vandermeulen
\nAs a vice president and a senior wealth strategist\, Bruce leads the deep and dynamic discovery process to achieve a mutual understanding of your family\, business (if applicable) and financial goals to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial\, estate\, tax and philanthropic considerations and preferences. Bruce identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has the high level of technical experience in complex estate\, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.
\n
\nAs a Senior Wealth Strategist\, Bruce leads a dynamic discovery process to achieve a mutual understanding of your family\, business\, and financial goals to determine what is important to you in achieving peace of mind. He works with your advisors to help develop a strategic blueprint which integrates your financial\, estate\, income tax and philanthropic considerations. Utilizing his unique skill set\, Bruce identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them.
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\n \; LOCATION:Grand Rapids Chamber of Commerce 250 Monroe Ave NW\, Suite 150 Grand Rapids\, MI 49503 UID:e.9635.835 SEQUENCE:3 DTSTAMP:20260510T230059Z URL:http://fbagr.memberzone.com/events/details/future-in-focus-cultivating-the-next-generation-835 END:VEVENT END:VCALENDAR