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Featured Family Speakers

Lansing Crane
Lansing Crane

Former Chairman and CEO, Crane & Co. Inc.

Philip A. Clemens
Philip A. Clemens

Chairman and CEO, The Clemens Family Corporation

Harold L. (Hal) Yoh, III
Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

Jim Ethier
Jim Ethier

Chairman of the Board, Bush Brothers & Company  

Anne Eiting Klamar, MD
Anne Eiting Klamar, MD

President & CEO, Midmark Corporation

Thomas M. Bloch
Thomas M. Bloch

Former CEO, H&R Block

The conference created for family companies by family companies

Transitions 2011 will feature three powerful half-day sessions focused on delivering information and ideas you can put to work now for your family company:

  • Family Legacy as a Strategic Advantage
  • Family Governance, Business Governance and the Next Generation
  • Preserving Family Values and Growing Family Wealth

    Plus: 

    • Family company speakers—The focus of Transitions 2011 will be on speakers from family businesses, sharing their real-life problems and solutions.
    • Intimate, collaborative environment—Attendance will be limited to 120 family company members.
    • Special content and sessions for the next generation of your family business—Family members aged 15-25 will work in a small group with Stetson professor Greg McCann and current Stetson Family Business Program students to discuss the questions and concerns they have about their future in the family business.
    • Special session and rates for YPO Family Business Network Members—Members of YPO's Family Business Network will enjoy special programming and preferred registration fees.
    • Networking with families like yours—Speed networking, a welcome reception and meals/breaks will all feature opportunities to meet with and share ideas with other family company members.
    • Family focused—Brought to you by family-owned Family Business Magazine, held at a family-owned and fabulous boutique hotel, with dinner at a family-owned award-winning restaurant, and transportation provided by a family-owned company—and they're all multi-generational!

    Featured Family Speakers

    Mark Peters
    Mark Peters

    CEO, Butterball Farms Inc.  

    Ross J. Born
    Ross J. Born

    Co-CEO, Just Born, Inc.

    Sylvia Shepard
    Sylvia Shepard

    Chair, Smith Family Council, Menasha Corporation

    Mitchell Kaneff
    Mitchell Kaneff

    Chairman and CEO, Arkay Packaging 

    Scott Livingston
    Scott Livingston

    President and CEO, Horst Engineering

    Timothy B. Hussey
    Timothy B. Hussey

    President and CEO, Hussey Seating Company

    Program

    Preliminary Agenda
    (Subject to change)

    Wednesday, April 6, 2011

    3 p.m. to 6 p.m. Registration Desk Open


    6 p.m. to 10 p.m. Poolside Welcome Reception

    pwcweb2_192Sponsored by PwC LLP

     

     

    Cocktails and Buffet Dinner
    Welcome Speaker: Richard Kessler, Chairman & CEO, The Kessler Collection
    Speed Networking

    Thursday, April 7, 2011

    7:30 a.m. to 8:30 a.m.   Registration, Breakfast and Networking-Atrium

    8:30 a.m. to 8:40 a.m.  Welcome and Overview of Conference Agenda
    Speakers: David Shaw, Barbara Spector, Greg McCann, Peter Begalla

    Session One: Family Legacy as a Strategic Advantage

    "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." -- Warren Buffett

    8:40 a.m. to 9:10 a.m.  Opening Keynote

    Speaker: Ross Born, Co-CEO, Just Born Inc.
    "How We Built and Use Our Family Brand"

    9:10 a.m. to 10:15 a.m. Panel:  The Power of The Family Legacy and Brand
    In your family, what is the legacy? The reputation? Who manages it? How do you measure it? Can you use the family legacy/brand as a competitive advantage to manage internal family issues, attract and retain high-powered employees, develop strong and unbreakable relationships with vendors and build your business with customers?

    Moderator: Dennis T. Jaffe, Ph.D., Saybrook University
    Speakers: Tim Hussey, President & CEO, Hussey Seating; Mark Peters, CEO, Butterball Farms Inc.;  Scott Livingston, President and CEO, Horst Engineering

    10:15 a.m. to 10:30 a.m. Networking Coffee Break
    Sponsored by
     bessemer_165 and  oxfordgrouplogo_192

    10:30 a.m. to 11:15 a.m. Workshop: Building the Family Brand/Story
    A working session devoted to outlining the family story, brand and reputation, and building tools to leverage these with shareholders, employees, vendors and customers.

    Session Leaders: Ross Born, Dennis T. Jaffe 

    11:15 a.m. to 11:45 a.m. Legacy Keynote Address

    Speaker: Mitchell Kaneff, Chairman & CEO, Arkay Packaging
    "Transforming Legacy into Long-Term Sustainability"

    11:45 a.m. to 12 noon Legacy Session Wrap-Up

    Speaker: Barbara Spector, Editor-in-Chief, Family Business Magazine
    "Legacy as a Strategic Advantage"

    12:10 p.m. to 1 p.m. Lunch

     bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management

    Session Two: Family Governance, Business Governance and the Next Generation

    "To ensure that family issues do not contaminate the business, build policy and procedures." -- Craigie Zildjian, 14th-generation CEO, Avedis Zildjian Co.
     

    1 p.m. to 1:30 p.m. Keynote Address

    Speaker: Lansing E. Crane, Former Chairman and CEO, Crane & Co. Inc.
    "Family Business Governance as a Competitive Advantage"

    1:30 p.m. to 2:45 p.m. Panel: Family Governance
    The role of the family council and family meeting in the governance of the family business, with a focus on strategies that work in the real world.

    Moderator and Session Leader:  Dirk Jungé, Chairman & CEO, Pitcairn
    Speakers: Charlotte Lamp, Port Blakely Companies; John W. Reininger, Chief Relationship Officer, The Clemens Family Corporation; Sylvia Shepard, Chair, Smith Family Council, Menasha Corporation; Anthony (Tony) Wilson, Chair, Family Senate, Bush Brothers & Company

    2:45 p.m. to 3 p.m. Networking Break
    Sponsored by bessemer_165 and  oxfordgrouplogo_192

    3 p.m. to 4:15 p.m. Panel: Business Governance
    Sustaining and professionalizing the family company; boards of directors and advisory boards; professional management vs. owner/managers.

    Moderator and Session Leader:  Ann Dugan, Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh
    Speakers: Harold Yoh, Chairman and CEO, Day & Zimmermann; Anne Eiting Klamar, M.D., President & CEO, Midmark Corporation; Jim Ethier, Chairman of the Boards, Bush Brothers & Company

    3 p.m. to 4:15 p.m. Next-Generation Breakout Session
    Family members ages 15-25 will meet separately, with Stetson University Family Business Program students, under the guidance of professor Greg McCann, to discuss their questions, concerns and expectations about their future roles in the family business.

    4:15 p.m. to 5:30 p.m. Panel:  What The Next Generation Wants and Needs
    Next-generation family members, Stetson University students and next-generation experts will present a summary of The Next Generation breakout session to all attendees.

    Speakers: Greg McCann; Jill Shipley, Director of Next Generation Education, GenSpring; Alyssa Thompson, Chris Marlow, Nina Laureano, Justin Munizzi (Stetson University Family Business undergraduates)

    5:30 p.m. to 6:30 p.m. YPO Family Business Network Wine Reception
    A special event for members of the YPO Family Business Network.
    Session Leader: John Benevides, Chairman of the Executive Committee, Family Business Network of the Young Presidents Organization (YPO/WPO), and President, Family Office Services, Harris myCFO

    7 p.m. to 10 p.m. Dinner

    srr_174_01Sponsored by Stout Risius Ross

     

     

    Del Frisco's Prime Steak and Lobster
    Dinner at a multi-generational, award-winning restaurant rated as among the best in Orlando, and featuring a discussion with the family. Transportation to dinner provided by Mears Transportation, a large third-generation Orlando-based family company. 

    Welcome Speaker: Terrel G. Bressler, Managing Director, Investment Banking Group, Stout Risius Ross

    Speakers: Carole Christner, owner; David Christner, president, Del Frisco's Prime Steak and Lobster

    Friday, April 8, 2011

    8 a.m. to 8:45 a.m. Breakfast

    Session Three: Preserving Family Values and Growing Family Wealth

    "A sound base of shared values, reinforced through trusting relationships, is the foundation on which successful financial and family strategies are built." -- Stuart E. Lucas, fourth-generation heir of E.A. Stuart, founder of the Carnation Company

    8:45 a.m. to 9:45 a.m. Panel: Legacy, Wealth Transfer and Exit Strategies
    Wealth transfer strategies, the gift tax cap, important legislation on the horizon and mergers & acquisitions tips.

    Speakers: Allison P. Shipley, Principal, Tax - Personal Financial Services Practice, PwC;  Thomas J. Pauloski, J.D., National Managing Director, Wealth Management Group, Bernstein Global Wealth Management; F. Douglas Raymond III, Partner, Drinker, Biddle & Reath LLP

    9:45 a.m. to 10:45 a.m. Panel: Leveraging Your Family's Other Capital
    Human and social capital, philanthropy, grounding your family for the next generation, and securing your family legacy.

    Moderator: Barbara Spector, Family Business Magazine 

    Speakers: Dennis T. Jaffe, Ph.D., Saybrook University; Thomas M. Bloch, former CEO, H&R Block; Kirby Rosplock, Ph.D., fourth-generation owner, Babcock Lumber Co., co-trustee, Harbeck Family Foundation, and director of research & development, GenSpring

    10:45 a.m. to 11:15 a.m. Networking Break
    Sponsored by bessemer_165 and  oxfordgrouplogo_192

    11:15 a.m. to 12:15 p.m. Panel: Control, Capital and the Next Generation
    A session focused on structural strategies for wealth transfer and ownership succession, including family trusts, ESOP programs and other methods to realize value, maintain control and effectively pass the business to the next generation, with the latest research from Family Office Exchange on "Separating Wealth Management from the Family Business." 

    Speakers: Andrew S. Ward, Managing Director, Valuation & Financial Opinions Group, Stout Risius Ross; Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Anna Nichols, Managing Director for Content, Family Office Exchange

    12:15 p.m. to 1 p.m. Closing Keynote

    Speaker: Philip A. Clemens, Chairman & CEO, The Clemens Family Corporation
    "The Family Business and the Business Family"

    1 p.m. to 2 p.m. Lunch with Conference Wrap-Up

    Developing a measurable action plan. 

    bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management


     

     



    Confirmed Speakers

    Thomas M. Bloch

    Thomas M. Bloch

    Former CEO, H&R Block

    In 1976, Tom Bloch joined H&R Block, the world's largest tax services provider, and eventually succeeded his father, Henry Bloch, as its chief executive officer. He had it all, or so it seemed. Then, he stunned his father, his company, and the business community by stepping down in 1995 to become a teacher in the inner city.

    Bloch had risen rapidly through the ranks at H&R Block. In 1981, after introducing automation to the company's office network, he was elected president of the tax operations. Later, he oversaw the company's innovative practice of filing tax returns electronically to the IRS, which revolutionized the industry. Bloch was promoted to president of the corporation in 1989 and CEO in 1992.

    Tom Bloch's career change from CEO to inner city teacher drew national media attention. He appeared on numerous television shows, such as Today and Oprah, and his story was featured in many publications, including the New York Times and People.

    His second career began in 1995 as a middle school math teacher at St. Francis Xavier, an inner city parochial school. Five years later, he co-founded the University Academy, a public charter school in Kansas City. Tom Bloch continued to teach 7th and 8th grade math at the urban college prep school he helped design and launch. He is also president of the school's board.

    The Academy has grown from 200 students in grades seven through nine in its first year to over 1,100 students in kindergarten through grade twelve. The school moved into a new, $40 million facility in 2005, and it became the first school in Missouri to receive a ten-year extension of its charter. Over the last seven years, all but four graduates of the Academy have gone on to attend college, an almost unheard-of success rate for an urban school.

    Tom Bloch's book Stand for the Best is a memoir about his journey from CEO to inner city teacher and school founder. In the book, he shows what can be accomplished when teachers, students, and the community all stand for the best. He is also the author of a new biography, Many Happy Returns: The Story of Henry Bloch, America's Tax Man.

    Bloch has been involved in a variety of other education initiatives in Kansas City since he became a teacher. He and his wife, Mary, co-founded the Youth Service Alliance of Greater Kansas City to encourage and recognize outstanding community service through school-based programs. In addition, he is vice chairman of the University of Missouri-Kansas City (UMKC) Trustees, president of the Endowment Fund for the Henry W. Bloch School of Business at UMKC, and a founding board member of the UMKC Foundation. 

    Tom Bloch graduated cum laude in 1976 from Claremont McKenna College in Claremont, Calif. The Blochs have two sons, Jason and Teddy.

     



    Timothy B. Hussey

    Timothy B. Hussey

    President and CEO, Hussey Seating Company

    Tim Hussey is president and chief executive officer of Hussey Seating Company, a 6th generation, family-owned business founded in 1835, specializing in seating for gymnasiums, auditoriums, stadiums, and arenas. Tim joined the company in 1982, and was named president and CEO in 1996.

    The company celebrated its 175th anniversary in 2010, and is one of the 50 oldest family-owned businesses in the United States.

    Tim received his bachelor's degree from Colby College in 1978, and his master's of business administration from Cornell University in 1982. He currently serves as co-chair of the Maine Economic Growth Council, is vice chair of the RSU#21 School Board, and serves on the Compact for Higher Education board. Tim also is a member of the World Presidents Organization. Tim lives in Kennebunk, Maine with his wife, Marcia, and their children, Hannah, Philip, and Olivia.



    Scott Livingston

    Scott Livingston

    President and CEO, Horst Engineering

    Scott Livingston is the third-generation president and CEO of Horst Engineering, a 64-year-old East Hartford, Conn., manufacturer. He is a graduate of Boston College and completed the Harvard Business School OPM program. He is past chair of the YPO-WPO Family Business Network. He is a passionate environmentalist, journalist and photographer. He competes in numerous endurance sports, including cycling, trail running, triathlon, and adventure racing. He finished the 2010 Ironman World Championship in Hawaii. As a family business educator, he has shared his experiences with family business leaders all over the world. He lives with his spouse, Debbie, and two children, in Bolton, Conn.



    Anne Eiting Klamar, MD

    Anne Eiting Klamar, MD

    President & CEO, Midmark Corporation

    Dr. Anne Eiting Klamar is the President and CEO of Midmark Corporation. She joined Midmark in 2000 as president and was appointed to CEO in 2003, the fourth generation of the Eiting family to hold a leadership position at the company. She devotes a high quotient of her time to corporate strategy, innovation and driving the company's growth initiatives in domestic and international markets.

    Klamar began her career practicing medicine at Family Practice Physicians in Urbana, Ohio in 1993, and served as director of the Well Child Clinic. She was elected to Midmark's Board of Directors in 1993, and held the position of Secretary of the Board.

    A member of the Young Presidents Organization, Klamar serves on several boards including, the HIDA Educational Foundation, the Dental Trade Alliance Foundation, Professional Women in Healthcare and the Dayton, Ohio Development Coalition. She recently became an active member of the World Economic Forum, an independent international organization committed to improving the state of the world by engaging leaders in partnerships to shape global, regional and industry agendas.

    In 2009, Klamar participated in the installation of a dental school in the Republic of Tanzania, facilitated by Miracle Corners of the World, and continues to support global philanthropy in developing countries.

    Klamar received her Bachelor of Arts degree from the University of Michigan and graduated with her doctoral degree from the Ohio State University. She is also a graduate of the Owner/President Management program at the Harvard Business School.



    Jim Ethier

    Jim Ethier

    Chairman of the Board, Bush Brothers & Company

     

    Jim Ethier is a third generation member of the Bush family. "BUSH'S BEST" is the nation's leading brand of bean products. Founded in 1908 by Andrew Jackson Bush, the company is headquartered in Knoxville, Tennessee and has production locations in Chestnut Hill, Tennessee and Augusta, Wisconsin.

    Jim is Chairman of the Board of Bush Brothers & Company after having served as Chairman & CEO from 2003 to 2009, and President and COO from 1992 to 2003. Prior to that Jim served as CFO. He has been with the company for 42 years.

    Jim has served the food industry as a Board member of the Grocery Manufacturers Association and Board member and Chairman of the Food Products Association. He received the Guard Society Honorary Life Member Award for 2000 which recognizes individuals for their years of service and their contribution to the food industry. In 2005 he received the Distinguished Leadership Award from the Food Products Association.

    Jim currently serves on the board of the American Family Business Institute. He also serves as Board member for a number of businesses, educational and non-profit organizations.

    Jim received his undergraduate degree from Georgetown University and an MBA from the Kellogg School at Northwestern University.

    Jim and his wife, Melinda, live in Knoxville. He has three daughters, one son, and one grandson. In addition to civic activities, Jim enjoys golf and travel.

     



    Anthony (Tony) Wilson

    Anthony (Tony) Wilson

    Family Senate Chairman, Bush Brothers & Company

    During the course of his 30 year career with AT&T, Anthony (Tony) Wilson worked in most all areas of Network Design, Sales and Marketing. Although retired for the past three years, Tony has remained active in business as a member of Bush Brothers & Company's Family Senate where he currently serves as Chairman. Tony's education includes a Bachelor's Degree in Psychology from the University of Tennessee and he is a graduate of the Kellogg School of Management's Governing the Family Business.

    Mr. Wilson and his wife of 34 years, Libba, have two daughters ages 26 and 29. The Wilsons live in Fernandina Beach, Florida, where Tony also serves as a Mentor for Take Stock in Children.



    Mitchell Kaneff

    Mitchell Kaneff

    Chairman and CEO, Arkay Packaging

     

    Mitchell Kaneff is the Chairman/CEO of Arkay Packaging, an 89-year old, family-owned and operated leader in the folding carton industry. Under Mitchell's direction, Arkay continues to be a market frontrunner in providing companies, such as Estee Lauder, Procter & Gamble, Elizabeth Arden and L'Oreal, with leading-edge product packaging solutions.

    Mitchell, a graduate of Rochester Institute of Technology, began working at Arkay when he was still in school, enabling him to expand and develop his expertise in print and management techniques, while refining his entrepreneurial skills - an ability which has contributed powerfully to Arkay's growing success.

    In addition to locations in Hauppauge, NY and New York City, Mitchell expanded the Roanoke, VA Arkay facility in 2008 to twice its size, a testament to Mitchell's leadership and the quality of the Arkay product.

    Mitchell's appreciation for customer satisfaction and his understanding of the industry has solidified partnerships with key customers, earning Arkay "Supplier of the Year" awards several years running reflecting his company's achievements in this area.

    With his unique insider's view, Mitchell's newly published book, Taking Over: Insider Tips for a Third Generation CEO, reveals the hidden faultlines and obvious triumphs of life inside a family-owned business. It is a must-read for anyone immersed in - or transitioning into - a family business in today's economy.

    Mitchell, who produced an album of original music - Renaissance Man - in 1997, is currently involved with The Young Presidents, a band that plays original rock music in the New York metropolitan area. The Young Presidents new album, "Freedom of Speech," will be released in the spring of 2011.

    Mitchell lives in New York City with his twin sons, Max and Josh, and his wife, Amy.



    Carole Christner and David Christner

    Carole Christner and David Christner

    Owner (Carole) and President (David), Del Frisco's Prime Steak & Lobster

     

    Del Frisco's Prime Steak and Lobster was opened in 1993 by Carole and Russ Christner, who licensed the name from the original Del Frisco's in Dallas. Russ passed away in 2005. Carole now runs the restaurant with her son David, who serves as President.

    Carole describes Del Frisco's as a family business: "We have very little turnover because our employees are part of our family." The restaurant has been awarded The Golden Spoon, International Diamond Award, Readers' Choice Awards, eight years of "Extraordinary" rating from the International Zagat Survey and Orlando Magazine's Dining Hall of Fame Award. Zagat has also noted that Del Frisco's Prime Steak & Lobster served "the best steak at any restaurant, in any city, at any price."



    Kirby Rosplock, PhD

    Kirby Rosplock, PhD

    4th generation owner, Babcock Lumber Company, co-trustee, Harbeck Family Foundation, and director of research & development, GenSpring

    Kirby Rosplock, PhD, is a 4th generation owner of Babcock Lumber Company started by her great grandfather in 1889. The family amassed a series of businesses that included hardwood lumber mills from PA down the Eastern seaboard into GA, AL and FL. Throughout the family business history, the family owned and operated a number of different businesses including a hotel, peanut plantation, Chevrolet dealership and one of the largest cattle ranching operation in FL. Over the last few decades the family has divested many of these operations; however the core and founding business, Babcock Lumber Co. is still in operation and celebrated its 130th birthday in 2009.

    In 2007, the family completed a watershed sale of Babcock Ranch to the state of FL, purchased with funds from the Florida Forever Program and a green developer, Kitson and Partners' (www.babcockranchflorida.com). In fact, over 80% of original Babcock Ranch purchase, fully 73,000 acres within Charlotte and Lee counties in southwest Florida, has been preserved by the State of Florida and Lee County in the largest single land preservation agreement in the State's history. In addition to being a part-owner of the family business, Kirby also serves as trustee of her family's foundation, is a co-preneur with her husband of White Lotus Collection (www.WhiteLotusCollection.net). She also is the Director, of Research & Development at GenSpring Family Offices, a multi-family office that works with over 700 of the world's wealthiest families to oversee or manage important aspects of their financial lives.

    Kirby earned her undergraduate degree with honors from Middlebury College, and an MBA from Marquette University, with an emphasis in private equity finance and entrepreneurship. Kirby has her PhD in Organizational Systems from Saybrook University, where she focused on change management as it applies to affluent families. The Women & Wealth study conducted in 2006 was part of her dissertation entitled, "Women's Interest, Attitudes and Involvement with their Wealth." Her advising and research focuses on women, wealth, next generation owners, governance and the family enterprise.



    Allison P. Shipley

    Allison P. Shipley

    Principal, Tax - Personal Financial Services Practice, PwC LLP

    Allison P. Shipley leads the Personal Financial Services (PFS) practice for PricewaterhouseCoopers for the State of Florida. Allison has over twenty years of experience in comprehensive tax and financial counseling at PricewaterhouseCoopers, and she serves on the Firm's Personal Financial Services (PFS) Advisory Council. The PFS practice is dedicated to serving the needs of high net worth individuals, estates and trusts, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning,and investment advisory services.

    Allison is a member of PricewaterhouseCoopers' Wealth Transfer Solutions team, a national network focused on generating innovative estate and gift planning strategies. She has over twenty years of individual, estate and trust compliance and planning experience and works extensively with high net worth individuals and family groups, closely held businesses, and corporate executives. Her clients have included "C-suite" executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans.

    Allison specializes in comprehensive planning for high net worth individuals and families, business owners, and family offices. Her areas of expertise include income tax planning and compliance services, investment planning, and wealth transfer solutions for both U.S. and foreign individuals. Her expertise includes planning for U.S. and non-U.S. citizens and residents.

    Allison also instructs professional education programs and is a facilitator for the firm's seminar program regarding all facets of financial planning and individual income and estate planning.

    Allison is an Enrolled Agent, authorized to practice before the Internal Revenue Service. She earned an M.B.A. from the University of Virginia's Darden Graduate School of Business and a B.A. in Economics from Kenyon College. She also holds the Certificate of Language andCivilization of French Studies from La Sorbonne University (Paris, France). Allison is a member of the Board of Goodwill Industries of South Florida and is a director and treasurer of the WJS Foundation.



    John Benevides

    John Benevides

    Co-Owner and former President of Family Office Exchange (FOX), Chairman of YPO/WPO Family Business Network, President, Family Office Services, Harris myCFO

     

    John Benevides is the president of Famiy Office Services for Harris myCFO.  He most recently served as president of Family Office Exchange (FOX),was responsible for sales and revenue management including client service, member retention and service delivery. In addition he oversaw and was responsible for the full array of corporate functions ranging from finance and operations to staff development, recruiting and legal. In coming to FOX he was instrumental in setting and developing the firm's strategy, realigning the organizational structure and building out its differentiator in strategic research in UHNW service.

    Mr. Benevides is a featured speaker and presenter, and has been quoted in Barron's, Financial Times, Wall Street Journal, Australian Financial Review, Family Wealth Report, Private Wealth, Research, and more.

     

    Before joining FOX, John was managing director of the financial services practice of the Corporate Executive Board (CEB), a best practices research advisor to 400 of the world's leading financial organizations.He joined CEB when the firm was still privately held. As one of 34 partners he helped to take the company public in 1999 and contributed directly to its successful run from a boutique of 112 staff to a USD 500 million in annual revenue, 2,500 person multi-national publicly listed company. John was one of two partners responsible for seven financial services businesses ranging from institutional to retail. He directly led the firm's signature wealth management practice, The VIP Forum, and its institutional practice, the Retirement Roundtable. Prior to that, John spent nearly two years as the lead examiner of Fannie Mae, served as a capital markets specialist and financial institution examiner for the FDIC - New York, and worked for Allied Irish Banks plc in London.

    He holds an undergraduate degree in organizational psychology and economics from the University of Maryland. He studied business and international economics at Boston University in London and was the distinguished graduate in finance and economics at The Johns Hopkins University, where he received an M.S. in finance and an MBA. John is a member of Young President's Organization (YPO) Chicagoland Chapter and is Chairman of YPO's Family Business Network.



    Nina Laureano

    Nina Laureano

    Stetson University Family Business Student

     

    Nina Laureano is a junior at Stetson University majoring in Family Business with a Marketing minor. From Arlington, TX, her family does not own a business, but Nina hopes to one day start her own PR/Event Planning company focusing on Public Image consulting for small businesses. She loves to travel and aspires to visit all 50 states before turning 25.



    Chris Marlow

    Chris Marlow

    Stetson University Family Business Student

     

    Chris Marlow is a sophomore dual majoring in Family Business and Marketing, and is also pursuing a Business Law minor. This year he is the Vice President of Future Leaders Association and is currently competing in a national American Marketing Association competition. He chose the Family Enterprise major because his parents own a successful restaurant in Flagler Beach, which he intends to franchise following graduation.



    Justin Munizzi

    Justin Munizzi

    Stetson University Family Business Student

     

    Justin Munizzi is from Lake Mary Florida. His family owns and operates EDC General Contractors, which specializes in commercial construction and remodeling. He is a sophomore working on a Family Business major and Management minor. After graduation, Justin plans on managing the family business and becoming an owner.



    Jill Shipley

    Jill Shipley

    Director of Next Generation Education, GenSpring's Wealth Advisory Center

    Jill Shipley is Director of Next Generation Education and is part of GenSpring's Wealth Advisory Center in Jupiter, Florida. She is certified as a meeting facilitator and as a Creative Wealth International Coach and is qualified to administer the Myers Briggs Type Indicator.

    A noted speaker on the topic of next generation education, Jill has been published in such publications as The International Journal of Learning and Generations Magazine. She has also been cited in Barron's as well as in the books, "When Your Parents Sign the Paychecks," by Dr. Greg McCann and "Kids, Wealth & Consequences," by Rich Morris and Jayne Pearl.

    Prior to joining GenSpring, Jill taught family business at Stetson University. She also served as the Assistant Director of the University's Family Enterprise Center. At Stetson, Jill helped develop the country's first academic major dedicated to family business. She worked with family enterprises and members of the next generation to help families beat the odds of sustaining their business and their wealth over generations. She holds a bachelor's degree in Business Administration and an MBA from Stetson University.

     



    Andrew S. Ward

    Andrew S. Ward

    Managing Director, Valuation & Financial Opinions Group, Stout Risius Ross

     

    Andrew S. Ward is a Managing Director in the Valuation & Financial Opinions Group at Stout Risius Ross (SRR). His concentration is in ESOP and ERISA Advisory Services. Mr. Ward has over 15 years of experience in performing valuations and financial advisory services for a variety of purposes, including ESOP transactions and annual ESOP updates, fairness opinions, solvency opinions, merger and acquisitions, gift and estate taxation, post-acquisition purchase price allocation, dissenting shareholder disputes, marital dissolutions, corporate dissolutions litigation support, and appraisal review.

    Mr. Ward has significant experience in performing analyses for a broad array of industries, including, but not limited to, advertising, agriculture, apparel, architectural and engineering, association management, banking, commodities, communications, computer consulting, construction, consumer goods, distribution, food and beverage, forest products, government contracting, healthcare, homebuilding, insurance, investment companies and partnerships, manufacturing, mining, oil and gas, plastics, printing and publishing, professional sports, and property management.

    Prior to joining SRR, Mr. Ward was a senior associate with a national valuation firm and a consultant in the specialty consulting division of a Big 4 international accounting and consulting firm. In these roles, Mr. Ward performed, supervised, and executed numerous valuation, financial advisory, and litigation consulting engagements.
    Mr. Ward is a candidate of the American Society of Appraisers (ASA) in business valuation. Mr. Ward is also a member of the ESOP Association and its Valuation Advisory Committee, the National Center for Employee Ownership, and the Business Valuation Association of Chicago. Mr. Ward frequently speaks at professional conferences and seminars and authors articles on valuation and ESOP related topics.



    Terrel G. Bressler

    Terrel G. Bressler

    Managing Director, Investment Banking Group, Stout Risius Ross

     

    Terrel G. Bressler is a Managing Director in the Investment Banking Group at Stout Risius Ross (SRR). During his 24-year career in the investment banking/investment business, Mr. Bressler has originated a wide variety of M&A and capital raising assignments and has assisted numerous middle market companies and their shareholders with mergers, acquisitions, raising debt, mezzanine and equity capital, and other investment banking transactions.

    Mr. Bressler has worked with clients in many industries and has developed extensive experience with manufacturing companies, consumer products and food businesses, and distribution concerns. To date, Mr. Bressler has completed over 60 investment banking transactions including raising almost $2 billion in debt, mezzanine and equity capital, and assisting in the sale of companies with valuations as small as $15 million and as large as several hundred million. He co-leads the Middle Market Company Group and leads the Investment Banking Group's Financial Sponsor Coverage Team.

    Prior to joining SRR, Mr. Bressler was a Managing Director and head of the Chicago office of Cleary Gull, a boutique M&A firm. He was also a Partner in investment banking with William Blair & Company and held senior investment banking positions with McDonald & Company (now part of Key Bank) and First Chicago Capital Markets (now JP Morgan Chase). In addition, Mr. Bressler was previously the Director of Originations and Business Development for William Blair Mezzanine Capital Partners (now Merit Capital Partners), a $1 billion mezzanine investment fund advisor. Before starting his investment banking career 20 years ago, Mr. Bressler was a member of Arthur Andersen & Company's Small Business Advisory Division.

    Mr. Bressler is an active member of the Chicago Chapter of the Association for Corporate Growth and the Midwest Regional Association of Small Business Investment Companies.



    Anna Nichols

    Anna Nichols

    Managing Director for Content, Family Office Exchange

     

    Anna is the managing director, content, for the Family Office Exchange (FOX), where she is responsible for the management and execution of larger market research studies as well as overseeing the Thought Leaders Roundtable initiative.


    Before joining FOX, she served as marketing manager for programs at the YWCA in New York City. She later served as assistant director for continuing legal education at the Association of the Bar of the City of New York, where she oversaw the implementation of more than 100 live programs per year in addition to the marketing and sale of programs on tape and online.

    Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association. She received a bachelor's degree from Guilford College and an MBA from Fordham University.

    Anna is a frequent speaker and facilitator at both internal FOX events as well as external industry forums. In addition, she has written articles for the Journal of Trusts and Estates, and Private Wealth Management among other publications.



    Alyssa Thompson

    Alyssa Thompson

    Stetson University Family Business Student

     

    Alyssa Thompson is a junior at Stetson University dual majoring in Accounting and Family Business with a minor in Management Information Systems. She has aspirations to one day become a forensic accountant. Her family owns two management companies that invest in commercial real estate and manage foreclosed properties.



    Harold L. (Hal) Yoh, III

    Harold L. (Hal) Yoh, III

    Chairman and CEO, Day & Zimmermann

    Hal Yoh is chairman and chief executive officer of Day & Zimmermann (dayzim.com), a leader in construction & engineering, staffing and defense solutions for leading corporations and government agencies around the world. Headquartered in Philadelphia, PA and ranked as one of the largest private companies in America by Forbes, the company employs over 24,000 people, operates from more than 150 locations worldwide, and is a former recipient of the U.S. National Family Business of the Year award. Since becoming chairman and CEO in 1999, Mr. Yoh has continued the company's dedication to its values-based culture and promise to its customers - We do what we say.

    Mr. Yoh is active in many industry and professional associations including roles as past chairman and current board member of the National Defense Industrial Association (NDIA), past chair of the Construction Industry Institute (CII), and member of the steering committee for the Defense Industry Initiative on Business Ethics & Conduct. He is a member of the Business Roundtable and serves on the board of directors for Teleflex (NYSE:TFX). In 2013, Mr. Yoh was inducted into the National Academy of Construction, and in 2008 he was awarded ‘Master Entrepreneur' for Greater Philadelphia as part of Ernst & Young's Entrepreneur of the Year program.

    A strong believer in civic and community service, Mr. Yoh currently serves on the Philadelphia Airport Advisory Board, is a trustee of the Franklin Institute, a past board member of WHYY, and an executive committee member and past chair of the Greater Philadelphia Chamber of Commerce. He also serves on numerous boards and committees for Duke University.  

    Mr. Yoh is a graduate of Duke University with a Bachelor of Science degree in Mechanical Engineering and Material Sciences and he holds a Master of Business Administration from The Wharton School of Business at The University of Pennsylvania.



    Richard C. Kessler

    Richard C. Kessler

    Chairman & CEO, The Kessler Collection

     

    Richard C. Kessler has spent 37 years in the field of hotel development and operations, including nine as President and Chairman of Days Inn of America and 23 as Chairman & CEO of The Kessler Enterprise Inc., a portfolio of ten boutique three-, four- and five-star quality properties located in Florida, Georgia, Colorado and New Mexico (including the conference's Grand Bohemian Hotel).

    Richard is the former chairman of the board for Lutheran Brotherhood (a Fortune 500, $30 billion Minneapolis-based financial services organization), founder and chairman of the New Ebenezer Conference and Retreat Center, founder and board member of Treutlen House for children, founder and sustainer of the Kessler Reformation Collection at Emory University's Pitts Theological Library, and sponsor of six scholarship programs. In 2000, he was named the Florida Master Entrepreneur of the Year by Ernst & Young.

    Richard has received the Effingham County Honored Treutlen Award for Outstanding Leadership, the distinguished Alumnus Award at Georgia Tech, and the Dean's Medal for singular commitment and contribution to the Candler School of Theology at Emory University.



    Sylvia Shepard

    Sylvia Shepard

    Chair, Smith Family Council, Menasha Corporation

    Sylvia Shepard is a fifth generation member of the Smith Family, which has owned Menasha Corporation (a Wisconsin-based manufacturing company) for 160 years. While serving on the Menasha Corporation Foundation board she was introduced to the idea of family governance. Over the past ten years Sylvia has been the driving force behind the development of family governance within the Smith Family, beginning with the founding of a family council seven years ago.

    She is still active on the Smith Family council, presently serving as its chair. Sylvia recently completed her MBA from Babson where she studied family entrepreneurship with Tim Habbershon, and in October, was awarded her certification as a family business advisor from the Family Firm Institute.

    Sylvia also holds a Masters in Psychiatric Occupational Therapy from Columbia University and a BA from Smith College. She spent 25 years in college textbook publishing as an editor at McGraw-Hill and then in a freelance capacity. She is the executive director of the Jane and Tad Shepard Family Foundation.



    Philip A. Clemens

    Philip A. Clemens

    Chairman and CEO, The Clemens Family Corporation

    Mr. Clemens has spent his entire working career with the family business. He began working in the legacy business, Hatfield Quality Meats, on a part time basis while going to school. He began his full-time career in 1967 while attending Peirce College. His career has allowed him to work in all areas of the business. He began on the clean-up crew and worked his way to be the CEO and President of the Company. He began both the Data Processing and Human Resource Departments. He spent 20 years of his career in Human Resources and 7 years as CEO and President of the legacy business.

    In 2000 he became Chairman and CEO of The Clemens Family Corporation - a holding company. He currently serves as the CEO of all of the businesses in the Clemens Food Group: Hatfield Quality Meats, Country View Family Farms, PV Transportation, and CFC Logistics. He also serves as the CEO of Clemens Development which is the real estate arm of the Corporation with several holdings including Hatfield Pointe and Clemens Business Center.

    Mr. Clemens received the American Meat Institute's Industry Advancement Award, the highest award given in the meat industry; The Edward C. Jones award for community service; the Knowlton Award for innovation in the meat industry; Pride of Peirce for outstand alumni of Peirce College; Pillar of the Community from Harleysville Senior Center; Philadelphia Area Sunday School Association's Superintendent of the Year; and the Research Institute of America for the outstanding management suggestion of the year.

    Mr. Clemens is active in his community and other organizations. He serves as the Chairman of the Board of Trustees of Lancaster Bible College; former Chairman and member of the Executive Committee of the American Meat Institute; Board member and Compensation Chair of Delaware Valley Wholesale Floral Group, Sewell, N.J.; Barron Collier Partnership, Naples, FL.; Board member of Ambassador Foundation; Center for Ministry Advancement; Three Springs Ministries; and North Penn United Way.

    Mr. Clemens has been married to Linda for 40 year and has 3 adult children - Julie who works in the family business; Beth, married to Paul College and serving as a missionary in Indonesia; and Ruth, married to Brett Harris and is a school teacher in North Carolina. He also has 5 grandsons. His hobbies are hunting and fishing.



    Lansing Crane

    Lansing Crane

    Former Chairman and CEO, Crane & Co. Inc.

    Lansing Crane retired in 2007 from Crane & Co. Inc. after 12 years as its Chairman and Chief Executive Officer. A member of Crane's Board of Directors from 1985 until 2007, He is currently Chairman of the Board of Directors of Canal Insurance Company of Greenville, South Carolina, a Director of Wells' Dairy Inc. of Le Mars, Iowa, and a Senior Advisor on mergers and acquisitions and family corporate matters to Brown Brothers Harriman & Co. Mr. Crane is also Executive-in-Residence at the Family Business Center of the Loyola School of Business in Chicago Illinois, and a member of the Business Advisory Board of the Family Firm Institute.

    Mr. Crane is a sixth-generation descendant of the founder of Crane. During Mr. Crane's tenure at Crane & Co., the company moved from being a New England manufacturer of niche products to a diversified, global company while still retaining the values and culture of a unique legacy company. Mr. Crane led a professionalization of Crane's board of directors, management and family governance structures.

    Trained as a lawyer, Mr. Crane practiced law in New Haven, Connecticut and taught in the Yale School of Medicine until joining Crane & Co. He and his wife, Katharine, now reside in Boulder, Colorado.

    Crane was established in 1801 and has been privately owned by the Crane family since then. Crane is a world leader in the manufacture and sale of high security currency products, fine cotton stationery and high performance, nonwoven materials for filtration and insulation. Crane has supplied the U.S. Treasury with all of its currency paper requirements since 1879, and has developed banknote security features that are present in the currencies of the United States, the European Union, and many nations of the world.

    With its 2001 acquisition and subsequent modernization of the banknote printing and paper facilities of the Central Bank of Sweden outside Stockholm, Sweden, Crane Currency has become a fully integrated supplier of banknotes, banknote paper and security features for governments worldwide.

    In the United States, Crane's branded 100% cotton stationery has been the standard for business and social correspondence, and important social occasions, for generations.

    Crane's nonwoven products are sold worldwide for fine water filtration, cleaning emissions from coal burning power plants and diesel engines, and safely insulating office panels and computer chips.



    Charlotte Lamp, Ph.D.

    Charlotte Lamp, Ph.D.

    Port Blakely Companies

    Dr. Charlotte Lamp is a retired educator who holds a Ph.D. in Leadership Studies from Gonzaga University. She is a third-generation business family member and shareholder with the Port Blakely Companies who served on her family's council for six years as chair of the education committee and as governance coordinator. She has delivered presentations on the topic of family governance at various international family business conferences. Her dissertation, The Positive Influence of Family Governance on the Family Business System, was published in the fall of 2010. Dr. Lamp authored a case study of the Eddy family council which was published in both Family Business Magazine (Autumn 2007) and in The Family Business Shareholder's Handbook, Barbara Spector (ed.). Dr. Lamp currently mentors business families in their pursuit of family governance.



    Dennis T. Jaffe, Ph.D.

    Dennis T. Jaffe, Ph.D.

    Professor, Organizational Systems and Psychology, Saybrook University

    Dennis Jaffe is professor of organizational systems and psychology at Saybrook University in San Francisco, and an advisor to families about family business, governance, wealth and philanthropy. He is author of Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, Working With the Ones You Love: Building a Successful Family Business, Working With Family Businesses: A Guide for Professional Advisors, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It, and more than a hundred management and psychology articles. In 2005 he was awarded the Beckhard Award for service to the field from the Family Firm Institute. He received his BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is a licensed psychologist.



    Ross J. Born

    Ross J. Born

    Co-CEO, Just Born, Inc.

    Ross Born is Co-CEO of Just Born Inc., a family-owned candy business located in Bethlehem, Pennsylvania. Just Born was founded in 1923 in Brooklyn, New York and moved to Bethlehem in 1932. Just Born produces brand names MIKE & IKE™, Hot Tamales™, and Peanut Chews™ as well as marshmallow Peeps™. Just Born products are now distributed in all 50 states as well as in 45 countries. Ross joined the family firm in 1978 and shares the responsibility of managing the company with his cousin, David Shaffer, who shares the title of Co-CEO.

    Ross, an Allentown native, is a graduate of Tufts University (1975) and received a law degree from Hofstra School of Law (1978). He and his wife, Wendy, have two daughters, Lisa and Amy, and a grandson, Jacob. Lisa's husband, Andrew Ellis, joined Just Born in 2007. Ross is involved in a wide variety of community activities and is the immediate past chairman of the National Confectioners Association.



    Ann M. Dugan

    Ann M. Dugan

    Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh

    Ann Dugan is the founder of the Institute for Entrepreneurial Excellence, part of the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Created to foster the growth and development of family businesses and entrepreneurial firms, seed innovation and promote technology transfer, The Institute provides consulting services, educational programs and exclusive peer networking opportunities to businesses at every stage in the business lifecycle. Since inception, the Institute has helped start over 1,000 businesses, raised $250 million in capital and provided educational programs to 25,000 business leaders.

    Ann is an accomplished author, lecturer and business consultant with more than 20 years of experience researching, developing and writing in the areas of family business, strategic planning, development of the franchise system and the dynamics of the entrepreneurial firm. A frequent contributor to articles published in Fortune, Inc, New York Times, Entrepreneur, Wall Street Journal, Washington Post, Pittsburgh Post-Gazette and the Business Times, Ann is also the editor and co-author of the national best seller Franchising 101 and the recently released A Woman's Place... The Crucial Roles of Women in Family Business.

    Ann is a leader in community and economic development activities. Her efforts have been recognized with numerous awards, including: Ernst & Young Entrepreneur of the Year 2009; Pittsburgh Post-Gazette Top 50 business leaders; SBA Financial Advocate of the Year; Girl Scouts Women of Distinction; and the Executive Women's Council Women of Achievement Award. She has been a board member of the Redevelopment Authority of Washington County for more than 10 years and is responsible for guiding more than $28 million annually in county infrastructure development. In addition, Ann currently serves on the boards of Innovation Works, Pittsburgh Gateways, Three Rivers Workforce Investment Board (TRWIB), Bridgeway Capital, and VisitPittsburgh.



    Mark Peters

    Mark Peters

    CEO, Butterball Farms Inc.

     

    Mark Peters is Chief Executive Officer of Butterball Farms Inc., the nation's leading producer of embossed and specialty butter and margarine for the hotel and restaurant industry. Mark grew up in the operations side of the business working with his father, Leo Peters, the founder of Butterball Farms. He also worked for Land O' Lakes and Keebler to broaden his experience. After the death of Leo Peters in 1995, Mark succeeded his father as president.  There were challenges with productivity and cash flow, but Mark's entrepreneurial spirit and determination was to build the company. He brought in talented team members, developed international partnerships and initiatives, and increased the overall growth and status of the organization.

    Mark has a Bachelor of Arts degree in Business Administration from Calvin College and a Bachelor of Science degree in Accounting from Davenport University, as well as two semesters of engineering from Grand Valley State University.



    Thomas J. Pauloski, J.D.

    Thomas J. Pauloski, J.D.

    National Managing Director, Wealth Management Group, Bernstein Global Wealth Management

    Thomas J. Pauloski is a National Managing Director in the Wealth Management Group of Bernstein Global Wealth Management, the research division of Bernstein's Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.

    Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.

    Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

    Tom and his wife of 29 years, Barb, reside in Highland Park, Illinois, with their children, Kathie and Mike.



    F. Douglas Raymond III

    F. Douglas Raymond III

    Partner, Drinker Biddle & Reath LLP

    Doug Raymond has been a corporate lawyer for 25 years and has been consistently singled out as among the top lawyers in his field by Chambers USA, "Best Lawyers in America" and the Legal 500. He has been described as "an excellent advisor who stands out for his practical and solution-oriented advice" and praised for his "excellent business sense and problem-solving abilities." He has also been endorsed by Practical Law Company. Doug was formerly a Managing Partner of the firm and served as the chairman of its Corporate and Securities Practice Group for over 10 years, stepping down in 2010 to return to the full-time practice of law.

    Much of Doug's work is transactionally focused - on mergers and acquisitions, securities offerings and joint ventures - and is driven by his relationships with his clients. Doug focuses on understanding his clients' businesses and industries, their objectives and how they want to achieve them, and he is dedicated to helping his clients accomplish their goals, effectively and efficiently.

    Doug also works extensively on matters of corporate governance for both public and private companies, and advises boards of directors and special board committees across a range of challenges from conflicts of interest and changes in control, to corporate investigations and risk management assessment.

    Following college, Doug worked as a commercial lender. After receiving his J.D. from the University of Pennsylvania Law School magna cum laude, Doug clerked for Judge Walter K. Stapleton on the United States Court of Appeals for the Third Circuit. Doug graduated from Harvard College with a degree in classics and is a member of the boards of directors of the Atwater Kent Museum and National Community Capital Advisors.



    John W. Reininger

    John W. Reininger

    Chief Relationship Officer, The Clemens Family Corporation

    John Reininger is the Chief Relationship Officer of The Clemens Family Corporation. John is a fourth-generation in-law family member. He began working for Hatfield Quality Meats, the family's legacy business, in 1991. Prior to being named to his current post in April 2007, he spent time working in all areas of the business - livestock procurement, operations, marketing and sales.

    The Clemens Family Corporation (CFC), located in Montgomery County, PA, is a sixth-generation, privately held family company focused on long-term value creation for its customers, exceptional governance and accountability. CFC's business interests include Clemens Food Group (CFG) and Clemens Development. CFC employs 2,165 people, had FY2014 revenue in excess of $780 million.

    CFG's Hatfield Quality Meats (HQM) brand, its legacy business founded in 1895, and owns more than 1.3 million square feet between its two facilities located in Hatfield and Emmaus, PA. The Hatfield facility is the sixth-largest pork processing plant in the country and the largest full-line pork processor in the Northeastern United States. The Hatfield Quality Meats brand is the dominant brand within the Northeastern United States and service the Foodservice industry throughout the United States.

    Clemens Development owns and manages a portfolio of over 1.3 million square feet of industrial and commercial retail property located throughout Pennsylvania. These properties include the Clemens Business Center (a flex-industrial center), Hatfield Pointe (commercial-retail), and the corporate headquarters of a major lab sciences firm (pharmaceutical research and development center). National commercial tenants include Lowe's, WaWa, ShopRite, Chick-fil-A and P.O.D.S

    As Chief Relationship Officer, John serves a shareholder base of 273 shareholders and 649 family members ranging from the second through the sixth generation. Also in his role, he serves as the corporation's point of contact with state and local government agencies. He currently serves as the chairman of the Clemens Family Philanthropic Committee and chairs the Owners' Advisory Council.

    John is active in community and other organizations. He is a board member of the North Penn United Way and past campaign chairman. He is actively involved in various community fund-raising projects, including Cradle of Liberty, Penn Foundation, Harleysville Senior Center and Boys and Girls Clubs.

    John also served on Pennsylvania Attorney General Tom Corbett's Agriculture Policy Committee and Governor-elect Tom Corbett's Agriculture Transition Team. John received his bachelor's degree in animal science from University of Wyoming.

    He and his wife, Karen, have been married for 25 years and have three sons: Andrew, who attends Temple University; Brad and Jason who both attend West Virginia University.



    Bryant W. Seaman III

    Bryant W. Seaman III

    Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

    Mr. Seaman is a Managing Director responsible for Bessemer's Private Asset Advisory Group, which includes Family Company Advisory, Real Estate Management and Advisory, Oil & Gas Advisory and Property and Casualty Insurance. Mr. Seaman also works closely with Legacy Planning to manage the delivery of Bessemer's expertise to family businesses held in trust.

    While at Bessemer, Mr. Seaman served for several years on the Board of Directors of GeoResources, Inc. (NASDAQ: "GEOI"), an independent oil and gas company, where he was Chairman of the Compensation Committee and a member of the Nominating and Governance Committee. He also serves on the Boards of several private companies owned or controlled by Bessemer's clients.

    Prior to joining Bessemer in 2005, Mr. Seaman was Head of International and a member of the Management Committee at the NYSE, Head of Large Cap Telecom and Media Investment Banking at Deutsche Banc Alex. Brown and Co-head of Global Corporate Finance at CSFB. He started his career practicing corporate and securities law at Sullivan & Cromwell.

    Mr. Seaman earned an A.B. degree in Political Science with Distinction from Stanford University, and J.D. and M.B.A. degrees from Columbia University, where he was a Harlan Fiske Stone Scholar. He has been a member of the New York State Bar, the NASD International Advisory Committee and the National Committee for US-China Relations.



    Dirk Jungé

    Dirk Jungé

    Chairman, Pitcairn

    Dirk Jungé is chairman of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth-generation member of the Pitcairn family, he has served in numerous capacities, including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn's pioneering transition to a 100% open architecture investment platform.

    Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. Widely recognized for his involvement in social and community affairs, he sits on a variety of philanthropic and corporate boards. He is also a member of the Family Firm Institute and a recipient of the FFI Barbara Hollander Award, recognizing his commitment and dedication to education and learning in the field of family business.

    He received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.



    About This Conference

    "Transitions 2011: Family Governance, Legacy, Wealth and Generational Change" is co-sponsored by Stetson University Family Enterprise Center and Family Business Magazine, and is the only conference created for family companies, by family companies.

    Who Should Attend

    Attendance at this conference is strictly limited to 120 family business owners, shareholders and family members. The conference will be ideal for senior family business leadership to attend with their next generation of leaders and shareholders. It is designed to facilitate conversation on important family issues among generations.  There is special programming for family business members aged 15-25.

    NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies.  Senior advisers to family companies may attend ONLY with the family company they represent.

    Advisers to family companies may inquire about sponsorship opportunities. Contact Scott Chase at (301) 879-1613, or email scottchase@verizon.net.

    What Attendees Say

    (Selected feedback from Transitions 2010)

    The conference was a wow! Full of relevant, timely information for any family business at any stage of the journey. I appreciated the candor of the other participants at the networking events. I left the conference motivated to keep the family business going, and with ideas in hand on how to do that.
    Katie Mattes
    Vice President
    CityParking Inc.
    Richmond, VA

    Excellent quality of speakers and content; the conference was timely and informative and covered critical areas of concern.
    Dan Agnew
    Columbia Distributing
    Portland, OR

    Where do I start? I should have had this information years ago! The people I met were great and I learned from everyone also!
    Virginia Veith
    Virginia Marti College of Art & Design
    Lakewood, Ohio

     

    Location

    About The Grand Bohemian Hotel, Orlando

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    Celebrated as an experience in art and music, the AAA Four Diamond Grand Bohemian Hotel takes center stage as downtown Orlando’s landmark luxury hotel. From the moment of arrival, guests experience a dazzling blend of art, music and memorable hospitality. Italian mosaic tiled barrel-vaulted ceilings welcome you into an oasis of sheer beauty, housing an unprecedented collection of over 150 rare works of art. You will be just moments from downtown’s cultural gems as well as Orlando’s magical theme parks. Discover a setting that celebrates creativity and inspires the soul. The hotel is owned by Richard Kessler, one of the Transitions conference's featured speakers.

    Please book your hotel room early--our room block at these special rates sold out last year.

    The hotel is a 25-35 minute taxi trip from Orlando International Airport.

    Transitions Conference group room rates:

    $179 (plus 12.5% state and local taxes; includes free Internet access)

    Standard rooms are sold out.  A limited number of concierge level rooms are available for the event at $229 plus tax.

    To reserve your rooms, you may register online here, or call:

    (866) 663-0024, and identify group name as "Family Business Magazine/Stetson University Transitions Conference."

    Registration

    Register Today

    Please Note: Attendance at this conference is limited to members, owners, senior executives or shareholders of family-owned businesses. Senior advisers to family businesses may attend with family members. Attendance is strictly limited to the first 120 registrants.


    Standard Registration

    First attendee from your family company:  $1,495
    Each additional attendee from your family company:  $995
    Each additional Next generation attendee (ages 15-25):  $795

    YPO Family Business Network Members
    First attendee from your family company:  $1,395
    Each additional attendee from your family company:  $895
    Each additional Next generation attendee (ages 15-25):  $695

    Registration price includes all conference materials, as well as breakfast, lunch and dinner on April 7, breakfast and lunch on April 8, a welcome reception with buffet dinner on April 6, as well as refreshment breaks.

    To register, visit https://www.stetson.edu/secure/forms2/business/family/transitions/

    Or contact:

    Natasha Watts
    Program Coordinator
    Stetson University Box Unit #7146
    421 N. Woodland Blvd.
    Deland, Florida 32723
    nwatts@stetson.edu
    (386) 822-8776

     

    Cancellation policy: All conference cancellations must be made in writing and sent to Natasha Watts Coordinator, Family Enterprise Center, 421 N. Woodland Blvd., Unit #7146, Deland, Florida 32723; faxed to (386) 822-7393 or emailed to nwatts@stetson.edu. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded; within one week of the conference date and no shows, no refund is possible. Family Business Magazine and Stetson Family Enterprise Center may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed. 

    Conference Details

    • Program
    • About this Conference
    • Confirmed Speakers
    • Location and Hotel
    • Registration
    • Sponsors
    • Download the Brochure


    • Your Hosts

      Barbara SpectorBarbara Spector

      Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business Magazine since 2000 and has been the magazine's editor-in-chief since 2004. She has also compiled and edited six volumes in the acclaimed Family Business Handbook Series, most recently the all-new revised edition of The Family Business Succession Handbook. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses.

      Caro RockCaro Rock

      Caro Rock is the publisher of Family Business Magazine, which is itself owned by a family company with interests in media and information technology research. She was the founder of Main Line Life, a weekly newspaper with 15,000 readers covering the western suburban communities of Philadelphia. She grew up in a family business that manufactured and sold flour under the labels Ceresota and Heckers Flour. The Uhlmann Company, formerly Standard Milling Company, also produced Wheatena and Maypo hot cereals, Patio Chef Charcoal and Just Add Water jelly mix. Today, her father and brother are involved in the family business, which has ventured into additional related businesses.

      Greg McCannGreg McCann

      Greg McCann is the founder and Director of Stetson University's Family Enterprise Center, a consultant, author and speaker, and is a professor of business at Stetson. He has more than 15 years' experience working with family businesses as a family business consultant, an employee in his family's businesses and a university professor. His particular focus is on the upcoming generation and how to help them build a successful family and business. He was a member of the board of directors of the Family Firm Institute and the author of the book When Your Parents Sign the Paychecks.

       

      begallacrop_100Peter Begalla

      Peter Begalla is a family business owner, and Adjunct Professor and Program Manager of Stetson University's Family Enterprise Center. He is at the forefront of Next Generation Leadership Development, having helped hundreds of college-aged students establish credibility and marketability with their family, with their family businesses or with non-family employers. He combines years of counseling experience with over 10 years of business development and marketing experience in online education.

      Sponsors

      Platinum Sponsor

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      Gold Sponsors

       

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       Opening Reception Sponsor

       

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      Lunch Sponsor

       

      Silver Sponsors

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      Networking Breaks Sponsor

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      Bronze Sponsors

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