Continuing Legal Education - Archive The 2001 Attorneys for Family-Held Enterprises Annual Conference November 8-10, 2001   The 2000 Attorneys for Family-Held Enterprises Annual Conference November 2-4, 2000   The 1999 Attorneys for Family-Held Enterprises Annual Conference November 4-7, 1999   The 1998 Attorneys for Family-Held Enterprises Annual Conference     2001 The 2001 Annual Conference was held on November 8-10, 2001 at the Scottsdale Conference Resort in Scottsdale, Arizona.  The Conference Agenda included the following presentations: "Success Equals Profit" Marketing Aspects of the Family Business Practice - Joe M. Goodman, Esq., Stokes, Bartholomew, Evans & Petree, P.A. The Trusted Advisor’s Role in Wealth Planning - Michael J. Horvitz, Esq., Jones, Day, Reavis & Pogue A Consultant’s Wrap-Up on Marketing and Fee Issues - Bill Johnson "Involving Yourself in the Process" Process Management by Family Business Attorney - Thomas D. Davidow, Ed. D., Genus Resources, Inc. Family Business Issues from a Litigation Perspective - Vice Chancellor Stephen P. Lamb, Delaware Court of Chancery Philanthropy’s Role in the Family Business - Jeff Galant, Esq., Goodkin, Labaton, Rudoff & Sucharow, LLP Process in the Planning Mode - Mike Cohn, CFG Business Solutions, LLC "Substantive Legal Issues for Family Business" Valuation Issues - William O. Cranshaw, Vice President, Management Planning, Inc. Analysis of a Dynasty Trust - Mark F. Swary, Esq., Hahn, Loester & Parks New Ideas in LLCS and GRATS - John D. Dadakis, Esq., Clifford Chance Rogers & Wells Estate Planning Discussion - Moderated by Bonnie Brown Hartley, President, Transition Dynamics 2000 The 2000 Annual Conference was held on November 2-4, 2000 at the Tempe Mission Palms in Tempe, Arizona.  The Conference Agenda included the following presentations:   Assessment Techniques - Thomas D. Davidow, Ed.D. and Everett Moitoza, Ed.D, M.B.A., Genus Resources, Inc. Sale of Bishop's Lodge - Case Study The Initial Client Interview - Jeff Rothstein, MSW, LCSW Corporate Governance Language - Chuck Rains, Cohn Financial Group, Inc. Transition Issues - Bonnie Brown Hartley, Ph.D. Family Office - Mary Jane Fredrickson, Family Office Exchange, Inc. No Sell/Buy Sell Agreements - Robert T. BAllard, J.D., March USA, Inc. Current Issues in Valuation - William O. Cranshaw, Management Planning, Inc. Current Developments in Capital Markets - Francois deVisscher, deVisscher, Olson & Allen, LLC The Lawyer as a Consultant - Jack Veale, PTCFO, Inc. and Bill Johnson, M.B.A. 1999 afhe's 1999 Annual Conference was held on November 4-7, 1999 at the beautiful Scottsdale Conference Resort in Scottsdale, Arizona.  The Conference Agenda included the following presentations:   Business Valuation Update - William O. Cranshaw, Vice President, Management Planning, Inc. Understanding the Advisor & the Client - Leslie Dashew, President, Human Side of Enterprise Corporate Governance - Mike Cohn, President, Cohn Financial Group, Inc. Asset Management in Family Business - Paul Perez, Managing Director, U.S. Trust Corporation Current Developments in Capital Markets - Jim Murphy, Principal, deVisscher, Olson & Allen, LLP Insurance for Transactional Representations and Warranties - Robert M. McLane, Jr., Senior Vice President, Marsh USA, Inc. Accountants & Attorneys in the Workplace - A fascinating panel discussion that included representatives from Deloitte & Touche, LLP and Andersen Consulting The 1999 Conference culminated with a frank and interactive discussion about best practices for developing and maintaining a family business practice, led by John Hopkins, Joe Goodman and Glenn Ayres. The 1999 Annual Conference included numerous social events to allow participants to share their thoughts and gather new ideas from family business practitioners around the country.  One needs to experience an afhe Annual Conference to appreciate what afhe is all about. 1998 afhe sponsors serious, high-quality continuing education programs for its members.  Attendees at afhe's 1998 Annual Conference in Scottsdale, Arizona commented:   "As usual, the conference was terrific.  Best of all, there were many opportunities to interact and discuss family-held business issues with peers from around the country and to do so in a relaxed, informal setting." "The hypothetical case was impressive." "The camaraderie of afhe is very appealing." "Valuable discussions with attendees during the social activities."