XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”

Traditionalists, Baby Boomers, Gen Xers and Gen Y/Millennials each share a different set of common experiences as they were growing up. This interactive workshop will explore the definition of a “generation”, key formative experiences of the 4 main generations and how these experiences affect their views on work and life. Discussion will center on how generational influences affect ownership transitions with an eye towards successfully facilitating them.

Our Speaker:

Jeff Savlov, Blum & Savlov, Inc.

Jeff is the founder of Blum & Savlov, Inc. - Family Business Consulting and consults to family businesses, high net-worth families, family offices and their advisors with a focus on balancing family dynamics with ownership and management of shared assets across generations.

Jeff holds a Master of Social Work degree from Rutgers University with specializations in group dynamics and family systems theory and has a post-graduate certification from the Institute for Psychoanalysis and Psychotherapy of New Jersey (now the Center for Psychoanalysis and Psychotherapy of NJ) where he is a member of the faculty. He earned a Certificate in Family Business Advising from the Family Firm Institute (FFI), Boston, MA. In addition, he has consulted with Fortune 500 companies such as Bristol-Myers Squibb, Johnson & Johnson and Schering Plough. He also devotes a portion of his time to performance enhancement with corporate executives and elite high school athletes.

Moderator:

Michele Ballet, Applied Consulting, LLC

Michele the founder and principal of Applied Consulting, LLC, a firm specializing in organizational development, family business consultation and executive coaching. Her clients include closely held businesses, non-profits and large multinational corporations. Michele has taught at the undergraduate and graduate levels and was a faculty member of the Executive Development Program at the Wharton School, University of Pennsylvania as well as the Graduate School of Applied and Professional Psychology at Rutgers University. She also served as the Associate Director of the Rutgers Family Business Forum. Michele is a graduate of the doctoral program in organizational psychology at Rutgers University and holds a masters degree in social work from Columbia University. Prior to founding Applied Consulting, Michele started and managed a health care business with her husband. She has extensive experience working with individuals, families, groups and organizations.