napa valley session agenda overview family team€¦ · may 7-9, 2020 — napa valley • growing,...

Family Team Summit

Our Family Teams Coaching

Your Family Team

Dr. Tim Ursiny (dad) and Zach Ursiny (son) of Advantage Coaching & Training

Susan Kornegay (mom) and Adam Kornegay (son) of Pathfinder

Napa Valley Session Agenda Overview

Thursday, May 7

Optional networking dinner for those who arrive on Thursday

Friday, May 8

9:00 to 3:30 — Workshop and group discussions, with topics to include:

• Healthy family team communication

• Managing dynamics of home/family and work relationships

• Creating a shared vision for your practice

4:00 to 6:00 — Tour our favorite winery, Del Dotto Vineyards.

There we will sample from French and American oak barrels while learning about the science and art of making wine. Our experience will include hors d’oeuvres crafted by Del Dotto’s executive chef Joshua Schwartz, formerly of the French Laundry.

Dinner — Family teams are free to go out on their own or join a group for dinner

Saturday, May 9

9:00 to 1:30 — Training, workshops and group discussions. Saturday topics:

• Five behaviors of a cohesive team

• Addressing your biggest business challenge

• Generational stories: honoring the past and celebrating the future

Afternoon — Wine blending education and exercise. Each team will experience a unique wine suited to their family’s taste.

Family teams are free to enjoy the rest of Saturday together and focus on creating a vision for the future of their family team.

For more information or to enroll, contact:

Zach Ursiny at [email protected]

or 630.293.0210

or

Adam Kornegay at [email protected]

or 865.288.3825

Family Team Summit Pricing

The Family Team Summit program consists of three sessions (training workshops as well as planned social outings and/or activities), monthly strategy and coaching calls and all resources.

Your investment is $5,000 per session per 2-person team. (Note: add $1,000 per session for each additional team member to cover expenses.)

Payments may be made by installment or in full.

Special money-back guarantee! After attending the Napa Valley session, if you believe you did not receive significant value for your family team, we will refund your fee.

Whether your family team includes parents, children, spouses, siblings or other family members, you have an amazing opportunity to build a legacy that honors the past and celebrates the future.

Successful family teams can build strong practices with many areas of expertise and serve clients across multiple generations. Succession planning can become simple and painless.

However, family teams can also experience unique challenges.

Integrating the new family team member can be much more complicated than they had imagined as family members may have divergent visions, unmet expectations, and other areas of potential misalignment.

Conflict or communication difficulties, getting buy-in from non-family members and defining a new family team story can interfere with what has enabled to the team to function well in the past.

Our Family Team Summit provides an oppor-tunity for family teams from across the country to work together to identify and maximize their opportunities for success, share best practices, and find help for their biggest challenges.

Who Should Attend the Family Team Summit?While many family teams are already successful from a business perspective, few have had the opportunity to focus on properly managing family and team dynamics to create a stronger entity for future growth.

The Family Team Summit emphasizes not only top performance in the workplace, but also how to manage being a family in business together.

The four coaches who lead this program run family practices them-selves and have decades of experience working with family teams.

This program is right for you if you have a family team, and:

• You want to maximize your team dynamics and interaction

• You are looking to discuss best practices and common challenges with other family teams

• You want to build a shared vision of success for the future

• You want to grow your business in 2020 and beyond

• You want to work with coaches that personally understand the blessings and challenges that come from working with family members

How the Family Team Summit Program WorksThe program includes three in-person sessions in great locations, monthly strategy calls and coaching calls between the sessions, and a variety of resources.

In addition to training, interactive workshops, and peer-to-peer consulting at the in-person sessions, included are various social outings and/or activities designed to strengthen family relationships.

May 7-9, 2020 — Napa Valley

• Creating, Growing, and Maintaining a Healthy and Top-Performing Family Team

• Planned Activity: Del Dotto Vineyards tour and tasting

September 2020 — Chicago

• Serving Clients as a Family Team (topics include: Defining Your Ideal Client, Creating a Transforma-tional Client Experience and Identifying Your Core Beliefs).

• Planned Activity: Rooftop viewing of a Chicago Cubs game

January 2021 — Nashville

• Championing a Path for the Future (topics include: Marketing the Family Team, Clarifying Roles and Responsibilities and Succession Conversations).

• Planned Activity: Ryman Auditorium Backstage Tour

Monthly, 30-minute strategy calls led by the coaches to deliver timely content and training (through December 2020)

Monthly, 1-hour coaching calls where teams can share their successes and challenges with one another to receive feedback and grow (through March 2021)

Family Team Summit

Whether your family team includes parents,children, spouses, siblings or other family members, you have an amazing opportunity to build a legacy that honors the past and celebrates the future.

Successful family teams can build strong practiceswith many areas of expertise and serve clients across multiple generations. Succession planningcan become simple and painless.

However, family teams can also experience unique challenges.

Integrating the new family team member can bemuch more complicated than they had imagined as family members may have divergent visions, unmet expectations, and other areas of potential misalignment.

Conflict or communication difficulties, getting buy-in from non-family members and defining a new family team story can interfere with what has enabled to the team to function well in the past.

Our Family Team Summit provides an oppor-tunity for family teams from across the country to work together to identify and maximize their opportunities for success, share best practices, and find help for their biggest challenges.

Who Should Attend the Family Team Summit?While many family teams are already successful from a business perspective, few have had the opportunity to focus on properlymanaging family and team dynamics to create a stronger entity for future growth.

The Family Team Summit emphasizes not only top performance in the workplace, but also how to manage being a family in business together.

The four coaches who lead this program run family practices them-selves and have decades of experience working with family teams.

This program is right for you if you have a family team, and:

• You want to maximize your team dynamics and interaction

• You are looking to discuss best practices and common challenges with other family teams

• You want to build a shared vision of success for the future

• You want to grow your business in 2020 and beyond

• You want to work with coaches that personally understand the blessings and challenges that come from working with family members

How the Family Team Summit Program WorksThe program includes three in-person sessions in great locations, monthly strategy calls and coaching calls between the sessions, and a variety of resources.

In addition to training, interactive workshops, and peer-to-peer consulting at the in-person sessions, included are various social outings and/or activities designed to strengthen family relationships.

May 7-9, 2020 — Napa Valley

• Creating, Growing, and Maintaining a Healthy andTop-Performing Family Team

• Planned Activity: Del Dotto Vineyards tour andtasting

September 2020 — Chicago

• Serving Clients as a Family Team (topics include: Defining Your Ideal Client, Creating a Transforma-tional Client Experience and Identifying Your Core Beliefs)

• Planned Activity: Rooftop viewing of a Chicago Cubs game

January 2021 — Nashville

• Championing a Path for the Future (topics include: Marketing the Family Team, Clarifying Roles and Responsibilities and Succession Conversations)

• Planned Activity: Ryman Auditorium Backstage Tour

Monthly, 30-minute strategy calls led by the coaches to deliver timely content and training (through December 2020)

Monthly, 1-hour coaching calls where teams can share their successes and challenges with one another to receive feedback and grow (through March 2021)

Family Team Summit

Family Team Summit


Your Family Team




Thursday, May 7


Friday, May 8






There we will sample from French and American oak barrels while learning about the science and art of making wine. Our experience will include hors d’oeuvres crafted by Del Dotto’s executive chef Joshua Schwartz, formerly of the French Laundry.


Saturday, May 9

9:00 to 1:30 — Training, workshops and group discussions. Saturday topics:




Afternoon — Wine blending education and exercise. Each team will experience a unique wine suited to their family’s taste.




or 630.293.0210

or


or 865.288.3825






Family Team Summit


Your Family Team




Thursday, May 7


Friday, May 8






There we will sample from French and American oak barrels while learning about the science and art of making wine. Our experience will include hors d’oeuvres crafted by Del Dotto’s executive chefJoshua Schwartz, formerly of the French Laundry.


Saturday, May 9

9:00 to 1:30 — Training, workshops and group discussions.Saturday topics:




Afternoon — Wine blending education and exercise. Each teamwill experience a unique wine suited to their family’s taste.




or 630.293.0210

or


or 865.288.3825






Why us? You get not one, but TWO successful family teams! We know what works (and what doesn’t work) for family teams from our own experience as well as from decades of coaching advisor family teams.

ADVANTAGE COACHING & TRAINING COACHES

Tim Ursiny, Ph.D., RCC™, father of Zach, founder of Advantage Coaching & Training Inc., has been a speaker and certified business coach since 1997, specializing in mental, emotional and behavioral change. His areas of expertise include personal transformation, the psychology of succession, and building proactive mindsets and habits. He received his un-dergraduate degree from Wheaton College and his doctorate

in psychology from Northern Illinois University. He has extensive experience in the financial services industry, working repeatedly with such organizations as Morgan Stanley Wealth Management, Wells Fargo, UBS and Invesco.

He has authored or coauthored thirteen books on the topics of coaching, conflict resolution, and confidence in the workplace. His book, The Coward’s Guide to Conflict, is in its fourth printing and has been translated into six languages.

[email protected] | 630.293.0210

Zach Ursiny, CCC®, son of Tim, brings a unique thought pattern and depth to his coaching process. Zach works with his clients to create an environment of creativity, challenge, and vulnerability, while implementing immediate and lasting change. Using real life experiences and stories, he focuses his coaching on high impact results by digging deep into goals, blocks, and paths to success. Zach’s clients benefit

from his experience on a high-performing team as well as his strong back-ground in psychology and coaching.

Zach specializes in the psychology of results and relationships in the finance industry. His areas of expertise include: growing a business in today’s world, the dynamics of a top-performing team, and the psychology and process of succession planning. He holds a Certified Corporate Coach (CCC®) designation for his completion of the Corporate Coach Program.

Zach attended Wheaton College where he achieved a bachelor’s degree in psychology. He is currently working on his first book on the topic of team dynamics in the workplace.


Why us? You get not one, but TWO successful family teams! We know what works (and what doesn’t work) for family teams from our own experience as well as from decades of coaching advisor family teams.

pathfinder Coaches

Susan Kornegay, CFP®, CKA®, mother of Adam and co-founder of Pathfinder, is a former financial advisor and branch/complex manager with 35 years of industry experience. She helps financial planners and advisors define and implement a transformative client experience and then market that experience in clear, client- friendly language. She is committed to helping advisors respond with confidence to that key question, “How are you different?”

Prior to launching Pathfinder in 2009, Susan was director of FA Best Practices at Wachovia Securities and managing director of Practice Consulting at Loring Ward. She earned her B.A. in Education (French & English) from the University of Akron and an M.A. in Biblical Studies from Covenant Seminary. She has been a Certified Financial Planner™ certificant since 1987 and a Certified Kingdom Advisor since 2017.

Susan is an active member of the Financial Planning Association, and a founding member of that organization’s Coaches Corner. She has had articles on various practice management topics published in the Journal of Financial Planning. She is also actively involved at her church and as a regional director for Delta Gamma.


Adam Kornegay, RCC™, son of Susan and former financial advisor, is a co-founder of Pathfinder. With a background in marketing and business analytics, he serves a broad array of clients, from relatively new advisors to experienced financial planners. He helps advisors refine their client experience, create client-friendly messaging and then develop marketing strate-gies to get that message to the people who need to hear it.

Adam graduated from the Wharton School at the University of Pennsylvania with Bachelor of Science in Economics and a concentration in Marketing. He is a Registered Corporate Coach with the Worldwide Association of Business Coaches.

Adam serves on the Board of Directors for the Financial Planning Association of East Tennessee, is a founding member of the FPA’s Coaches Corner, and has had several articles on various marketing-related topics published in the Journal of Financial Planning and Next Generation Planner. He plays percussion at his church in Knoxville, TN.


napa valley session agenda overview family team€¦ · may 7-9, 2020 — napa valley • growing,...

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