Upstate Owners Forum

Family businesses face unique challenges, as well as opportunities. The Upstate Owners Forum aims to foster dialog, learning, and growth to address and understand the many unique and complex challenges that family businesses face. The Upstate Owners Forum is reserved for owners and members of family businesses only. This series seeks to connect owners from family and privately held enterprises to educate, network and inform.

Each forum will focus on specific ownership and family topics; such as leadership, strategy, succession, and family dynamics. As these forums are private and confidential gatherings of only your family business peers, they will be free from solicitation or outside interests.

What is a forum?

  • Private and confidential
  • Invited and qualified participants only
  • A safe place for question and inquiry
  • Peers sharing experiences with peers
  • Intimate, diverse and innovative

What a forum is not?

  • A place to sell your product or service
  • A setting to brag about your accomplishments
  • An arena to air your dirty laundry
2019 Upstate Owners Forum Schedule
The Role of Business in the Thriving of the Human Spirit
Guest speaker: Fred Keller '66 with Andrew ' 10 & Tom Brady

Date: Thursday, May 2
Location: Welch Allyn Lodge, 4355 State St, Skaneateles Falls, NY 13153

About the speakers

Fred Keller ‘66 is the Founder and Chair of Cascade Engineering, which he started in Grand Rapids, Michigan in 1973 and is now run by his daughter Christina Keller. With a belief that you can have a successful business and still treat employees with dignity and respect. Fred believes that business has the unique opportunity to complement its efforts on financial performance with important work in the social and environmental arenas. He has emphasized the key role business can play in building financial, social and ecological capital, often through partnerships with government and community agencies. His innovative management approach and work in advancing sustainability are featured regularly in business and industry publications.

Andrew Brady ’10 currently works with his father Tom at XLR8 in Rochester, NY. In addition their work with their own family business they are the co-founders of the Greater Rochester Chapter of Conscious Capitalism where they endeavor to focus on the potential of businesses to make a positive impact on the world and to “create financial, intellectual, social, cultural, emotional, spiritual, physical and ecological wealth for all their stakeholders” according to the Conscious Capital Credo.