Program Announcement for PDFB 2019 Retreat 25
Honesty: The Best Policy?
Reflections on the Past — Perspectives on the Future
We want and need our clients to trust us, be honest and engage with us. And they expect the same from their trusted advisors. But it’s not unusual to experience a frustrating lack of engagement and honesty in our consulting relationships. Here are some key questions that have emerged:
When we perceive the consultation is suffering from inertia and evasiveness, what is our response and our best strategy?
And if/when the client experiences us negatively (partisan, unperceptive, disinterested, incapable) how can we access the candor, tact, humility and sensitivity required?
Do we make unrealistic expectations or assumptions about the client system’s readiness for change around issues we think they “should” be addressing?
What sort of checks and balances do we have for ourselves, so that we notice what we avoid?
How can we know when we are doing too much of the client’s work? When should we go with the flow, and when should we rock the boat?
SO MANY QUESTIONS! At this year’s PDFB gathering we will ask even more, and hopefully find some answers.
Consider submitting a Proposal to share at PDFB 25!
We will explore these issues from a variety of perspectives – not only the “stuff” the client brings to the work, but our own stuff: our own transparency, honesty and struggles to stay in the fray and guide the process.
This conference theme suggests many possibilities for presentations and discussion. Here are some possible session topics to consider adopting or tweaking, as your own. As always, we aim for interactive, case-focused, experience-near presentations.
How honest can we be? Where do we draw the line? What are the metrics or indicators we use to determine how direct we can be?
What is the impact of our own evolution, over the years? Is our work keeping up with who we’ve become? How have our beliefs changed, about what we bring and what is effective?
Aside from helping clients with their difficult conversations, how well do we manage what’s difficult in the client/ practitioner relationship?
Reflections on what behaviors we actually model for clients – the good, the bad and the ugly.
How open are we with our consultant peers about our successes and failures, so we can all feel more normal, and know where we are at as a field, so we can get from here to there?
What have you experienced and realized about when consults end inconclusively, without closure, with a whimper, and even if we’re not fired, we’re done.
Do we feel responsibility and ownership for what happens? How does it affect the process?
How do we earn the trust, and manage the process, and let us do what they hired us to do?
CLICK HERE to Submit your Proposal
April 26 to April 28, 2019
Hotel Orrington, Evanston Illinois
PDFB Program Committee 2019
Gaia Marchisio gmarchis @ kennesaw.edu
Ira Bryck ira @ fambizpv.com
Andrew Hier ahier @ cfeg.com
Jeff Savlov jsavlov @ blumandsavlov.com
Sharon Dorsett scdorsett @ gmail.com
Lilli Friedland lillif @ executiveadvisors.org
Joanne Stern joannestern @ gmail.com
James Weiner dr.jweiner @ Inheritingwisdom.com
Paul Sessions sessionspl @ gmail.com
Gerry Donnellan (Chair) gerryd @ big-leap.com
2018 Retreat Presentations
Retreat Theme: Challenging Assumptions: The Family's, Our Own.
We and our clients carry assumptions into our work together. Oftimes unspoken or unacknowledged, these assumptions can be useful cornerstones to begin a process of change. "Expressing emotions is helpful", and, "This is family. We should trust each other", typify what we and our clients carry into the room.
However, if we do not bring such assumptions to light, we can get bogged and lose our way. Creative problem-solving gets sidetracked. The work stalls.
Our retreat addresses this dynamic. This is an opportunity to deepen and enliven conversations with each other about our work.
Barry Graff, Paul Sessions and Prudy Gourguechon
Title: Obsolescence or Continued Generativity. (Friday Keynote)
Sharon Dorsett & Michael Madera
Title: Getting in their own way: why members of family businesses don’t change and what can be done about it.
Title: You (the protagonist) are in the hot seat, working out your stuff about Them (the antagonists)
Title: In the Land of Giants: Redefining Rites of Passage
Title: Family Business Consultants as Leaders: Understanding our Shadows to Create Light for Our Clients
Title: Interview with Ferrara Next Gen Member
Title: The DL: Assumptions I have made.
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