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First Annual Member Appreciation Dinner

June 4, 2014

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© Institute for Family Enterprising

Complexity

Leadership Challenge

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© Institute for Family Enterprising

Leadership Model

“Managing theInteractionsof the Parts”

Are you willing to do the work necessary to become a better (even great) leader?

Leadership Question:

Leadership Premise

Leadership is personal.

Your ability to lead growth and change - to influence your team - depends on your willingness to grow and change

personally.

It ain’t easy……

Chris Lowney

Heroic Leadership:Best Practices from a 450-Year Old Company that Changed the World

Membership Value Proposition

1. Ownership-level Strategic Plan: Defining your shareholder agenda

2. Ideas that Impact: World class education3. Next Generation Entrepreneurship: Skill

assessment and professional development path4. Peer based learning and benchmarking:

Affinity groups and networking5. On-line learning: Monthly Webinars

6. Implementation Support: Ownership, Board, Management levels

7. Resources: Morgan Stanley, Price Waterhouse Coopers, Saul Ewing, Creative Financial, AUA Capital, SJU

Next time:

Compare today to 1985:

….faster paced or slower?

….more complicated or simpler?

….more change or less?

….more decisions or less?

Survey: Do you have a “great deal of confidence” in:

• Your political leaders?• Your business sector leaders?• Your education sector leaders?• Your religious leaders?

A leadership crisis:Percentage of North Americans with a “great deal of

confidence” in:

Wall St. leaders = 10%Congress =

10%Business leaders = 15%City leaders = 15%Education leaders = 20%Religious leaders = 20%

(Yankelovich, Inc Survey; Sept 4-17,2007)

1. Who are one or two living people you consider to be leaders?

2. What qualities or behaviors do you associate with great leadership?

Two times a day, take a five minute break:

1. Why are you grateful today?

2. What objective or personal issue do you want to focus on these days?

3. Review the last few hours and take away some lesson to help you in the next few hours

“….getting comfortable with the reality of being uncomfortable”

“My greatest enemy was not those who put or kept me in prison. It was myself. I was afraid to be who I am.”