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Transitions by Generation

Featured Family Speakers

Bernadette Castro
Bernadette Castro

CEO, Castro Convertibles

Thomas J. Pritzker
Thomas J. Pritzker

Executive Chairman of the Board of Directors, Hyatt Corporation

Dini Pickering
Dini Pickering

President, Family Office and Vice Chair, Board of Directors, The Biltmore Company

Richard Gonzmart
Richard Gonzmart

President, Columbia Restaurant Group

Philip A. Clemens
Philip A. Clemens

Chairman and CEO, The Clemens Family Corporation

Meghan Juday
Meghan Juday

Family Council Chair and Director, IDEAL INDUSTRIES

Lansing Crane
Lansing Crane

Former Chairman and CEO, Crane & Co. Inc.

The conference by family businesses, for family businesses

Transitions East 2013, from Family Business Magazine and Stetson University, offers powerful sessions focused on delivering ideas you can put to work now to sustain and build your multi-generational family company. Each conference is built on the direct feedback of prior conference attendees.

This year, Transitions East 2013 will address:

  • Family and Business Challenges by Generation (Generations 1 & 2, Generation 3 and Generation 4-plus)
  • Getting Succession Right
  • Next Generation, Married-in and Controlling Generation Issues
  • Developing the Next Generation for Leadership and Ownership
  • Harnessing the Expertise of Non-Family Members

Our Transitions East 2012 conference sold out well before the event, so be sure to register early to attend!

This conference is for family companies and enterprises of all sizes and ages.

Featuring:

  • Speakers from family companies: As always, our focus is on speakers from family enterprises, sharing real-life problems and solutions. 
  • Collaborative workshops: Opportunities to work through family issues via guided discussions. 
  • Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to share challenges and opportunities with other families. 
  • Ask the Experts: A special discussion session with key family business advisers. 
  • Special content and sessions for next-generation and married-in family members
  • Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
  • Family focus: Brought to you by family-owned Family Business Magazine, held at a family-owned hotel, with a group dinner at a family-owned restaurant.

Featured Family Speakers

Sylvia Shepard
Sylvia Shepard

Chair, Smith Family Council, Menasha Corporation

Carter Beard
Carter Beard

President & CEO, Annin Flagmakers

G.A. Taylor Fernley
G.A. Taylor Fernley

President & CEO, Fernley & Fernley, Inc.

Laura Kessler Van Til
Laura Kessler Van Til

President & COO Eastern Operations, The Kessler Collection

The Flottman Family
The Flottman Family

Sue Flottman Steller, Tom Flottman and Peter Flottman

 

Marie K. Mentor
Marie K. Mentor

Family President, The Laird Norton Company

Kareem Afzal
Kareem Afzal

Vice President, Business Development Manager, PDC Machines

Joshua Nacht
Joshua Nacht

Board Member, Bird Technologies

Program

Wednesday, April 17, 2013

6:00-7:00 p.m. Welcome and Opening Session

Opening Family Q&A

"Unique Sibling Partnerships and Leadership Transitions--Our Experience"

Moderator:  Tim O'Hara, Audit Partner, PwC

Speakers: Tom Flottman, Sue Flottman Steller and Peter Flottman, Flottman Company

7:00-9:00 p.m. Welcome Reception, Buffet Dinner and Networking

Thursday, April 18, 2013

7:00-7:45 a.m. Breakfast

7:45-8 a.m. Welcome

8:00-8:45 a.m. Opening Keynote

Thomas J. Pritzker, Executive Chairman, Hyatt Corporation

8:45-9 a.m. Break

9:00-10:15 a.m. Panel: Family and Business Governance Challenges by Generation

At each generational stage of family business ownership -- the family's second, third, fourth generations and beyond -- there arise a unique set of challenges that, if unaddressed, can hinder the owners' ability to achieve business prosperity while at the same time preserving family harmony. The family and business leaders not only must meet the challenges at the current lifecycle stage -- they also must be aware of the new dilemmas they will confront in the succeeding generation. This panel discussion features representatives of a second-generation, a third-generation and a later-generation family company, who will describe the work they have done to resolve their issues in the current generation and set their business and family governance on the right track for the future.

Moderator:  Barbara Spector, Editor-in-Chief, Family Business Magazine

Speakers:  Kareem Afzal, Vice President and Business Development Manager, PDC Machines (G2), Doug & Maureen Woodman, Woodman's Inc. (G3), Sylvia Shepard, Chair, Smith Family Council, Menasha Corporation (G4+)

10:15-10:30 a.m. Break

10:30-11:30 a.m. Generational Sessions

Facilitated discussion on key issues faced by each generational cohort-succession, wealth planning, business strategy, family strategy.

G1 & G2: The challenges: Transition from a business led by an entrepreneur to a sibling partnership. Integrating spouses into the family.

Facilitator:  Jeff Ladouceur, Director, SEI Private Wealth Management

G3: The challenges: Establishing governance structures for a cousin consortium. Managing growth and expansion of the business while building cohesion among family branches.

Facilitator:  Stephanie Brun de Pontet, PhD, Senior Consultant, Family Business Consulting Group

G4+: The challenges: Managing demands of active vs. inactive shareholders, engaging disparate branches, the future of the legacy company.

Facilitator:  Anna Nichols, Director of Communications, Altair Advisers LLC

11:30 a.m.-12:00 p.m. Generational Sessions Report

12:00-12:15 p.m. Break

12:15-1:15 p.m. Lunch and Open Table Discussion

1:15-2:30 p.m. Panel: Getting Succession Right

The ability of your company to continue as a family business depends on your skill at choosing the right successor. But deciding who will get the job is not the only task. The successor-to-be must be properly prepared to take the reins -- and family members, employees and other key stakeholders must accept him or her as the new leader. Our three panelists will describe the succession journey in their family business, and the lessons they learned along the way.

Moderator:  Justin M. Zamparelli, Partner, Withers Bergman LLP

Speakers:  G.A. Taylor Fernley, President & CEO, Fernley & Fernley, Inc; Jennifer Parrish, Lundberg Family Farms; Charlotte Lamp, Ph.D., Port Blakely Companies

2:30-2:45 p.m. Break

2:45-3:45 pm Sessions

Next-Generation: Preparing for family participation and leadership.

        Moderator:  Greg McCann, Stetson University

        Speaker:  Laura Kessler Van Til, President & COO Eastern Operations, The Kessler Collection

Married-Ins: Fitting in and fostering family harmony

        Moderator:  Peter Begalla, Stetson University

      Speaker:  Joshua Nacht, Board Member, Bird Technologies

Managing Generation: Control, Capital and Estate Issues

      Panel  Ask the Experts Q&A

      Moderator:  Scott Chase, Family Business Magazine

      Speakers: Paul S. Lee., National Managing Director, Bernstein Global Wealth Management; Arne Boudewyn, Managing Director--Family Dynamics, Education and Governance, Abbot Downing; Bryant Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Mark T. Nash, Partner, Personal Financial Services, PwC

3:45-4:15 p.m. Panel:  Next Generation--Key Issues and Opportunities

Moderator:  Greg McCann, Stetson University

Speakers:  Maverick Marquardt and Jordan Beckingham, Stetson Family Business Program students

4:15-5:00 p.m. Family Keynote

"Reclaiming our Heritage"

Bernadette Castro, CEO, Castro Convertibles

5:00-6:00 p.m. Guided Table Discussions and Adviser Roundtables

Next Gen, Married In, Family Dynamics, Tax and Estate, Trusts and Ownership, Strategy, Wealth Management

6:00-7:00 p.m.  Stetson University Reception

7:15-10:00 p.m. Group Dinner

Columbia Restaurant
Speaker: Richard Gonzmart, President, Columbia Restaurant Group

Friday, April 19, 2013

7:00-8:00 a.m. Breakfast

8:00-9:15 a.m. Panel: Developing the Next Generation for Leadership and Ownership

Whether they envision a future as business leaders, business managers/employees, family council members, board members, or owners not active in the business, next-generation members need education and training. This panel will explore learning events, trust-building activities and assessment methods

Moderators:  Dirk Jungé, Chairman, Pitcairn, and Ann M. Dugan, Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh

Speaker:   Meghan Juday, Family Council Chair and Director, IDEAL INDUSTRIES; Marie K. Mentor, Family President, The Laird Norton Company;  Susan Remmer Ryzewic, President and CEO, EHR Investments, Inc.

9:15-9:30 a.m. Break

9:30-10:15 a.m. Discussion Workshop:  The Biggest Issue in my Family Enterprise Is...

Facilitator:  Nancy Drozdow, Principal and Vice President, Center for Applied Research

10:15-10:30 a.m. Break

10:30-11:45 Panel: Harnessing the Expertise of Non-Family Members

Relinquishing authority is a major step, and a difficult one to take, but it is essential in order to move a family business to the next level. In order to achieve sustained growth and prosperity, a family business needs the expertise and outside perspective of non-family members -- as executives in the business as well as members of a fiduciary or advisory board. Family business members who have engaged outside board members and non-family executives will discuss how these seasoned professionals have helped their companies succeed, and suggest recruitment strategies.

Moderator:  Susan P. Mucciarone, Director of Wealth Advisory, Glenmede

Speakers:  Philip A. Clemens, Chairman and CEO, The Clemens Family Corporation; Carter Beard, President & CEO, Annin Flagmakers; Lansing Crane, former Chairman and CEO, Crane and Co. Inc.

11:45 a.m.-12:00 p.m. Break

12:00-12:45 p.m. Closing Keynote

Dini Pickering, Vice Chairman of the Board of Directors, The Biltmore Company

"Governance, Bringing in Outside Talent and the Successful Transition"

12:45-2:00 p.m. Closing, lunch and networking



Confirmed Speakers

Bernadette Castro

Bernadette Castro

CEO, Castro Convertibles

Bernadette Castro, the CEO of Castro Convertibles, has been at the center of her family's furniture company since she was a child and starred in the brand's iconic television commercials that ran over 40,000 times, earning her the distinction of being the most televised child in America. With these commercials, and her subsequent appearances on shows such as "Late Night with Johnny Carson," Bernadette catapulted her father's innovative convertible couch to national fame by illustrating how the convertibles were "So easy to open, even a child can do it!," and leading the company to sell millions of Castro Convertible sofas.

While Bernadette sold the furniture division of the company in 1993, she remained active in the family's commercial real estate business with properties along the East Coast. Following the sale of the furniture business, Bernadette pursued her passion for politics, running for the U.S. Senate in 1994, winning an impressive 42% of the votes against four-term Senator Daniel Patrick Moynihan. In 1995, Bernadette was appointed Commissioner of the New York Office of Parks, Recreation and Historic Preservation by Governor George E. Pataki, a cabinet post she held for twelve years. Among her many accomplishments as Commissioner: Bernadette brought the US Open golf championship to a public golf course for the first time with the 2002 US Open at Bethpage State Park; Recipient of National Gold Medal State Park Award as "The Best State Park System in the Country" from National Sporting Goods Association's Sports Foundation in 2003; and Bernadette was named to President George W. Bush's Advisory Council on Historic Preservation. During Bernadette's role in the public sector, she also returned to her broadcasting roots with regular appearances on popular nationally syndicated radio show "Imus in the Morning."

Today, Bernadette has returned to the private sector, buying back with her family the Castro Convertibles furniture business and relaunching the legendary brand that was a pioneer for conquering living space. With the introduction of the Castro Convertible Ottoman, an innovation for today's lifestyle that has global potential for saving space and providing sleeping comfort, Bernadette revitalizes a brand that continues to resonate with Baby Boomers and Millennials alike.

In addition to her role as CEO of Castro Convertibles, Bernadette continues to support community organizations and charitable causes that are important to her. From fundraising auctioneer to Master of Ceremonies for New York Presbyterian Hospital and Networking Magazine, Bernadette makes community service a priority.

Bernadette is married to Dr. Peter M. Guida, Retired Professor of Surgery at New York Presbyterian Hospital -Cornell University Medical Center, and they reside in Lloyd Harbor, New York. Bernadette has four children: Terri, David, Jonathan and Bernard, who are all involved in the business, as well as eight grandchildren.



Thomas J. Pritzker

Thomas J. Pritzker

Executive Chairman of the Board of Directors, Hyatt Corporation

Thomas J. Pritzker, 62, was born and raised in Chicago. He holds a B.A. from Claremont Men's College, an MBA and J.D. degree from the University of Chicago. He currently resides in Chicago.

Pritzker is Chairman and CEO of The Pritzker Organization, a family merchant bank. He is also Executive Chairman of Hyatt Hotels Corporation (NYSE: H) and Chairman of the Marmon Group, Inc. Pritzker is on the Board of Directors of the Royal Caribbean Cruises LTD. (NYSE: RCL)

Pritzker has spent his career investing in and helping to build businesses across a variety of industries including manufacturing, life sciences, container leasing and leisure. Having a "founder" mentality, the hallmarks of their style is decentralized management multi decade holding periods and flexible capital.

Outside of business, Pritzker is Chairman of the Board of the Art Institute of Chicago, member of the Board of Trustees of the University of Chicago and the Center for Strategic & International Studies. He is a member of the Aspen Strategy Group. He has also organized the Pritzker Neuropsychiatric Disorders Research Consortium which is a collaborative research effort into the genetic basis of psychiatric disorders.

Pritzker is also an Honorary Professor at Sichuan University of China and for the past 30 years has been leading archeological expeditions in the Western Himalayas.

 

 



Dini Pickering

Dini Pickering

President, Family Office and Vice Chair, Board of Directors, The Biltmore Company

Dini Pickering is Vice Chairman of the Board of Directors for The Biltmore Company, which owns and operates Biltmore in Asheville, North Carolina. A national historic landmark, Biltmore is the private estate of the late George W. Vanderbilt, Pickering's great-grandfather.

A member of the company's Executive Committee, Dini serves as President of the Family Office and oversees family business initiatives such as family planning meetings and training for future generations. She is also Chairman of Biltmore's Corporate Philanthropy program. Dini is a sought-after speaker on the topic of family business having presented for numerous conferences and board meetings. Audiences include: UNC Kenan-Flagler Business School, The Family Business Alliance, Attorneys for Family Held Enterprise, Campden Americas Family Business Conference, and more.

Working in her family business since 1982, Dini has been instrumental in establishing many of the company's significant programs. She served as senior vice president in charge of retail operations and was president of Biltmore Estate Reproductions, Inc., the company's branded consumer products division now called Biltmore For Your Home. Dini has also served as special events coordinator and communications coordinator, managing many of Biltmore's annual signature events such as Christmas at Biltmore and Festival of Flowers. Prior to her work with the company, she was the director of Alumni Affairs and Development for Asheville Country Day School, a private college preparatory school.

Dini serves on the board of directors of Eblen Charities. Previous board memberships include Pisgah Community Bank, Asheville Area Chamber of Commerce, Carolina Day School, MANNA FoodBank, NC Zoological Society, and Asheville Symphony Orchestra.

A graduate of Sweet Briar College in Virginia, Dini pursued additional business courses at The University of North Carolina, Asheville and is a graduate of the Leader's Roundtable from the Bell Leadership Institute. Dini's husband, Chuck, is President of Agriculture, Government Relations and Land Use Planning for Biltmore. They have two children and reside in Asheville, North Carolina.



Richard Gonzmart

Richard Gonzmart

President, Columbia Restaurant Group

Richard Gonzmart is the fourth-generation president of the world-famous Columbia Restaurant Group, which includes six Columbia Restaurants, one Columbia Café, and two Cha Cha Coconuts, a tropical bar and grill. The Columbia Restaurant was founded in 1905 and is the oldest restaurant in Florida, and the largest Spanish restaurant in the world. He is the great-grandson of Casimiro Hernandez, Sr., the founder of the original Columbia Restaurant in Tampa's Historic Ybor City. The Columbia Group was named the MassMutual National Family Business of the Year for 2001-2002.

Gonzmart currently serves on the Board of Directors for the Inaugural Florida Entrepreneur & Family Business Advisory Board at the University of Tampa, Board of Directors for Visit Florida, Board of Directors of the Tampa Chamber of Commerce, Moffitt Cancer Center and Research Hospital Foundation Board, Secretary of the Florida Highway Patrol Advisory Council Executive Board of Directors, Hillsborough County Commission Tourist Development Council, the Florida Restaurant and Lodging Association Board of Directors, the University of South Florida Foundation, and the University of South Florida Athletic Task Force. He is also on the Advisory Committee for the Culinary Operations Academy for Hillsborough High Schools and the St. Petersburg Pier Advisory Task Force.

Richard has been married to Melanie Heiny Gonzmart since 1973. They have two daughters, Lauren Gonzmart Schellman and Andrea Gonzmart; and both work for the family business at the corporate office. He has five grandchildren: twins Isabella and Michael, Maximilian, Alexander and Amelia.



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.



Carter Beard

Carter Beard

President & CEO, Annin Flagmakers

Annin Flagmakers is a 6th generation family business that has been making our country's symbol since 1847. Annin flags have flown over the White House, on foreign fields of battle from the Argonne Offensive and the Battle of Guadalcanal to the top of Mt. Suribachi on Iwo Jima, as well as on the surface of the moon.

Our great-grandfather, Louis Annin Ames, guided the company from 1896 until 1952. He took pride in leading the company that his grandfather and uncles had run since 1847. His grandchildren, Randy Beard, Lee Beard and Jack Dennis, ran Annin from the 1950s until the early 2000s.

Presently, Annin Flagmakers is still owned and operated by the Beard and Dennis families. On January 1, 2011 Carter Beard became the President and CEO of Annin Flagmakers. Carter and his cousin Sandy Dennis Van Lieu, Sr. Vice President, are supported by a strong team of managers, many of whom have over twenty to thirty years of experience with the company. Annin Flagmakers employs over 500 Americans and prides itself on the quality of its products and the experience of its people.

Carter Beard received his undergraduate degree in Economics from the University of Richmond in 1987. After graduation he worked in Boston, first managing an Annin dealer, The Flag Center, and later working for Putnam Mutual Funds in broker/dealer service. He joined Annin Flagmakers in 1989. He worked for two years in the factories fixing sewing machines, running material slitters, and supervising sewing departments. He then spent three years in the corporate office supervising the Custom and Costing departments.  Mr. Beard subsequently returned to graduate school in 1994 and received his MBA from Duke University in 1996 with a concentration in operations and finance.

Beard returned to Annin Flagmakers in July 1996 and worked as Manager of Engineering. His primary concentration was process reengineering. He was part of the management team that acquired Dettra Flag Co. and consolidated operations from six manufacturing plants, three distribution centers and two headquarters facilities down to four manufacturing plants, two distribution centers and one headquarters.

In May 1999, Beard was appointed Vice President of Manufacturing. In this role, the four main manufacturing plants and MIS reported to him. He concentrated on converting the operations to a capacity loading system using labor as the driver. In 2006, Beard was appointed Vice President of Operations at Annin Flagmakers. He was part of the team that acquired D&P Embroidery and has worked with the management to modernize and streamline the processes there.

On January 1, 2011 Beard became the President and CEO of Annin Flagmakers.



G.A. Taylor Fernley

G.A. Taylor Fernley

President & CEO, Fernley & Fernley, Inc.

Taylor Fernley is President & CEO of Fernley & Fernley, Inc. and has been involved in daily operations for over three decades. Founded in 1886, Fernley & Fernley is a fifth generation family firm who represent the distinct needs of membership-based professional societies and trade associations.

Taylor has served in numerous leadership roles throughout his career in the association and hospitality industry including the American Society of Association Executives, the AMC Institute, the Philadelphia Convention and Visitors Bureau, and Associated Luxury Hotels International and now as its Chairman of their Association Executive Council.

He has also served in leadership positions of a wide array of civic and community activities including the Mid-Atlantic Employers Association, the National Liberty Museum, the Foundation Board of the Bryn Mawr Presbyterian Church and Chairman of the Union League Business Leadership Forum, to list but a few.

Recent awards have included the Greater Philadelphia Chamber of Commerce Family Business of the Year award and Top 100 Best Run Companies in Philadelphia Award by SmartCEO Magazine.

Taylor is a graduate of Randolph Macon College in Ashland, VA. He and his wife, Pamela Moyer Fernley, have two grown children.



Laura Kessler Van Til

Laura Kessler Van Til

President & COO Eastern Operations, The Kessler Collection

Laura Van Til has been an active member of the family hotel and residential development business for many years. She has first-hand experience in all phases of the development and operations processes, from site selection, concept creation, planning and zoning approvals, construction administration and opening and turnover to operations. Additionally, she has played many key roles in Food and Beverage within the company, most notably as lead of concept development and implementation of two of the most successful restaurants within the Collection.

After graduating from the Cornell Hotel School in 2001, Laura worked in a variety of roles in real estate investment and development, including construction, hotel operations, property repositioning and renovation, marketing, corporate strategy, and residential real estate sales.

She completed her MBA in finance at Goizueta Business School at Emory University. Upon graduation Laura was employed with the American International Group (AIG) in the Global Real Estate Investment Group in New York, providing the underwriting and analysis of residential, retail, and hospitality investments for the US and International investment portfolio. Laura then rejoined The Kessler Collection as Director of Project Planning, in which she oversaw the opening process for new hotel and restaurant developments. She is currently the President and the Chief Operating Officer for seven Kessler properties, and focuses on the galleries, food and beverage and marketing efforts for The Kessler Collection.



Mark T. Nash

Mark T. Nash

Partner, Personal Financial Services, PwC

Mark Nash leads PwC's Personal Financial Services (PFS) practice for the State of Texas. The PFS practice is dedicated to serving the needs of high net worth individuals and corporate executives, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning, and financial planning. A Dallas-based partner with more than 25 years of experience, Mark has responsibility for services to high net worth clients throughout Texas and the Southwest United States. He serves clients in Houston, Fort Worth, San Antonio and other Texas markets.

Mark is a member of PwC's Wealth Transfer Solutions team, a national network for innovative estate and gift planning strategies, as well as the regional leader of the Firm's Family Office Services Network, coordinating services to single family office clients. He has significant individual, estate and trust tax compliance and tax planning experience and works extensively with high net worth individuals and family groups, closely held businesses, and corporate executives. His clients include "C-suite" executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans.

Prior to relocating to Dallas, Mark worked in PwC's Miami office where he supported the Firm's largest high net worth family office client. His services to this family office included consultations on a wide variety of income and estate planning strategies, as well as administration of the tax compliance services for the family's complex entity structure. Services were provided to three generations of family members, multiple dynastic trusts for their benefit, family charitable foundations, and closely held entities holding family assets and business ventures.

Mark has been a frequent speaker on individual, estate and gift tax matters both at internal PwC training sessions and to the general public. He has authored several articles on individual tax matters for PricewaterhouseCoopers' national newsletters. Mark has been quoted in the national media by the Wall Street Journal, USA Today, New York Times, CNN Money, AARP, Marketwatch, Yahoo! Finance, Fortune Small Business, BusinessWeek.com, Bloomberg, Barrons and Biz Radio. He has addressed the National Association of Professional Financial Advisors as well as the Fort Worth Tax Institute on providing services to the ultra-wealthy client. Mark is a co-author of the PricewaterhouseCoopers Guide to Tax and Financial Planning 2009, published by John Wiley & Sons, and is a contributing editor to PricewaterhouseCoopers 2012 Guide to Tax and Wealth Management, PPC's Guide to Practical Estate Planning and PPC's 706/709 Deskbook.

Mark holds a B.S. in Commerce from the University of Virginia, and masters degrees from Southwestern Baptist Theological Seminary and Oxford University. He is a member of the American Institute of CPAs, the Texas Society of CPAs, and the Dallas Estate Planning Council. He is licensed as a CPA in Virginia, Texas and Florida. Mark is also a Certified Financial Planner certificant and holds the AICPA Personal Financial Specialist credential.



Meghan Juday

Meghan Juday

Family Council Chair and Director, IDEAL INDUSTRIES

For the past eight years, Meghan has been the IDEAL Family Council Chair and a director on the IDEAL INDUSTRIES board of directors, a primarily independent board. Meghan has worked as a Business Analyst and Project Manager at CSC and as a next generation leader of the IDEAL INDUSTRIES family.

Meghan was one of the first graduates of the Family Business Stewardship Institute at the Loyola Family Business Center. Meghan has a BA from St. John's College in Santa Fe, NM, where she graduated in 1994 with a concentration in Mathematics and Philosophy.



Marie K. Mentor

Marie K. Mentor

Family President, The Laird Norton Company

Marie Mentor is a fifth generation descendant of one of LNC's founding partners. She was elected to serve as LNC's Family President in July 2010. She is a member of the Board of Directors, chairman of the Family Council Committee, and serves ex officio on several other committees. Marie formerly chaired both the LNC Nominating Committee and the Laird Norton Foundation. She has served on numerous boards focused on environmental issues; as the Washington State Director for the Trust for Public Land; as a legislative assistant to two members of the US House of Representatives; and as a nonprofit management consultant. She is passionate about her family, the Laird Norton Family, baseball, gardening, and music.

Marie holds a bachelor's degree from Linfield College and a master's degree from the University of Washington's Dan Evans School of Public Affairs.

In the early 1900s, LNC and members of the Laird Norton family were instrumental in the founding of major lumber companies in the western states, including Weyerhaeuser Company, the Potlatch Corporation, and Boise-Payette Lumber.



Tom Flottman

Tom Flottman

CEO, Flottman Company

Tom Flottman is a Graphic Communications and Print Media specialist. He is CEO of the Flottman Company a 91-year old digital communication business in Cincinnati, Ohio/Northern Kentucky. Flottman Company‘s core compentencies include personalized multi-channel marketing, the production of miniature folded inserts and digital and commercial printing expertise. Flottman and his company are dedicated to excellence in service, craftsmanship and quality. Tom is the oldest of six siblings. Tom, his sister and brother took the reigns of the family business from their father in 1992; over the past two decades the business has grown steadily. Tom is a Legal Executive-Member of the Kentucky Bar and the Cincinnati Bar Associations. He is on the board of director for the Pharmaceutical Printed Liturature Association trade association. The Flottman Company is a founding member of the Goering Center for Family and Private Businesses and Tom serves as a member of the board of directors and chairs the special event committee. Tom serves on the board of trustees for Clovernook Center for the Blind and Visually Impaired. In 2011, Tom was named the Keith Baldwin Volunteer of the Year Award recipient from the University of Cincinnati's Goering Center for his countless hours of volunteer work. Tom is a gratuate of Xavier University and Salmon P. Chase College of Law. Tom has been quoted for his business expertise in The New York Times, Family Business Magazine and the Business Courier. Tom likes tennis, golf and cycling. He is married to Anne Flottman, they have three boys and reside in Cincinnati, Ohio.



Sue Flottman Steller

Sue Flottman Steller

President, Flottman Company

Sue Flottman Steller is one of six siblings and one of the three that are involved in the Flottman Company. For the past 35 years Sue has been engaged at numerous levels of the family business, from accounting to her current position of Co-Owner and President. As part of the third generation team; Sue has helped the company double the size of its facility, triple the number of employees and nearly quadruple sales. Sue is responsible for implementing the Flottman Company's long term growth strategy by directing corporate sales and marketing initiatives. The Flottman Company provides a wide array of marketing solutions, printing expertise and a specialization in pharmaceutical printing and folding of miniature inserts. Sue was honored as the 2011 Printer of the Year by the Printing Industry of Ohio and Northern Kentucky (PIANKO). In 2009, Sue was Board Chairperson of PIANKO, Vice Chair in 2008, and Treasure in 2007; she has been an elected board member since 2003. Sue was also chairperson of Southern Advisory Council in 2007 and has been an active member of that council since 1998. She has also served as a trustee for the Ohio Graphic Arts Health Fund. Sue volunteers with St. Vincent DePaul, Dress for Success Corporate Guild, Nast Trinity of Over-the-Rhine and the Erlanger United Ministries. Sue received a Bachelor of Science in Business Administration and Accounting from Xavier University, where she graduated Cum Laude. Sue is a health-food advocate and a passionate biker, hiker and swimmer. Sue and her husband, Steve, are residents of Fort Thomas, Kentucky and they have two children.



Peter Flottman

Peter Flottman

CFO/VP of Operations, Flottman Company

Peter Flottman is the youngest of six siblings. He has worked his entire career at the Flottman Company and climbed his way up through the ranks serving for six years as a bindery operator, moving to press supervisor, sales and later production coordinator. Peter intimately knows the capabilities all the machines, folders and presses in the plant. As Vice President he has instituted electronic job tracking, established a continuous improvement culture and incorporated green manufacturing processes. Peter has newly been appointed as a board member for the Printing Industry of Ohio and Northern Kentucky (PIANKO) and his term started in January 2013. Peter is also a member of the Printing Industry of America, the National Association for Printing Leadership and the Specialty Pharmaceutical Association. Peter is a graduate of St. Xavier University with a Bachelors Degree in Business Administration. Peter volunteers for the St. Joseph School as a member of the endowment committee, special events coordinator and director of the school's youth soccer programs. Peter has over twenty years of soccer coaching to his credit and multiple team championships. He lives in Cold Springs, Kentucky with his wife, Terri and their four children.



Kareem Afzal

Kareem Afzal

Vice President, Business Development Manager, PDC Machines

Kareem graduated from Boston University with degree in mechanical engineering in 1997. He started working in the manufacturing shop at a young age running CNC machines making production parts, then moving to assembly and test where he assembled pdc machines compressors and other equipment. Kareem recently made the transition from Project Engineer, where he managed numerous projects for various industry applications, to Business development manager where he now oversees the sales and marketing department.

Kareem travels all over the world in pursuit of developing new customer relations and strategic partnerships in emerging markets. Kareem is Board Chair at Manna on Main Street- a local soup kitchen and food pantry in the suburban Philadelphia area. Kareem is also on a trustee at United Friends School in Quakertown, PA. Kareem is married and the proud father of two children.



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.



Susan Remmer Ryzewic

Susan Remmer Ryzewic

President & CEO, EHR Investments, Inc.

Susan Remmer Ryzewic is the President & CEO of EHR Investments, Inc., her family enterprise, and a Director of The Remmer Family Foundation, Inc. She is responsible for the leadership and management of the investment and business operations for her family.

Susan is Advisory Faculty Emeritus of the Institute of Private Investors, an educational organization that she has been involved with since May 1992. Prior to joining the family business in 1989, Susan was a Vice President in The Private Bank, Bankers Trust Company. Earlier in her career, she spent more than a decade working in education.

Susan is the immediate past President of the University of North Florida Foundation (UNFF) Board. Her work with the UNFF was particularly meaningful, enabling her to utilize and integrate the skills and knowledge she developed during her careers in education and investments and couple them with her passion for facilitating change.

Susan holds a Ph.D. in Sociology of Education from the University of Chicago and a B.A. degree in Sociology from Wellesley College. Susan loves traveling, boating, skiing, scuba-diving, yoga, and being a purposeful servant leader.



Joshua Nacht

Joshua Nacht

Board Member, Bird Technologies

Joshua Nacht is a third generation family owner and board member of Bird Technologies, based in Cleveland, Ohio. Bird manufactures radio-frequency power measurement and management devices, and celebrated its 70th anniversary in 2012. Bird products are used in civil-service radio, wireless communications, and in military applications. The company has experienced major challenges, but has remained entirely family-owned throughout its history. The family is currently developing the third and fourth generations of owners to be engaged, responsible, and visionary in their roles. Joshua married into the owning family and brings a unique perspective of the opportunities and challenges of this position. As a married-in he has taken on a leadership-role, and served on the inaugural Family Leadership Council from 2007- 2011 until rotating off to take a position as one of three family members on the nine-person Board of Directors.

Joshua is also a second-generation owner of Riverwalk associates, a real-estate development and management company in Edwards, Colorado. Riverwalk is owned by two separate families from the original business partnership. The company is facing a generational succession without a highly structured system to support this transition. The families are currently working to develop their cohesiveness and vision for the future.

Joshua is currently pursuing his Ph.D. in Organizational Systems at Saybrook University, where his focus is on family-enterprise. He is concentrating his research on next-generation leaders and owners to learn more about how emerging generations can succeed in their responsibilities within their family-enterprise. He holds a Masters Degree in Counseling Psychology from Naropa University and led wilderness-based courses in his early career. He resides in Seattle, Washington with his wife (the real owner) and two children.



Doug and Maureen Woodman

Doug and Maureen Woodman

Woodman's Inc.

Doug Woodman is president and co-CEO of Woodman's Inc. and a third-generation owner along with his sisters Patti, Judi and Cynthia and his brother Steve. He is the youngest of seven children of Virginia & Dexter Woodman and the youngest grandchild of "Chubby" and Bessie Woodman, founders of Woodman's.

Doug graduated from University of New Hampshire Hospitality School in 1980. He worked in all aspects of the business since early childhood, including Doug's Roast Beef at the age 17. He is responsible for all financial and operational areas and revenue centers. His favorite part of the business is "when it's busy."

He is an avid golf enthusiast and Boston sports fan.

Maureen C. Woodman is director of catering sales at Woodman's. She has been married to Doug Woodman for 30 years.

Maureen, who attended Suffolk University, began working in the kitchen-bar at Woodman's at 15 years of age. She opened and managed Woodman's "Top Deck" in 1980. Maureen, who has worked in all areas of the business, moved into the catering sales department (function hall) in 1997 . She started up-selling full-service catering, moving from "the backyard party." She took on more financial responsibility; looking for growth through other menu items. She added fried clams to catered events in 2008; now every third catering event includes frying.

Maureen is one of the founders of L. Dexter Woodman Scholarship Fund, serving as head of the Family Council. She serves on local boards and is currently on the board of North Shore Chamber of Commerce. She also speaks at family business events and appears on radio shows. She credits her mother-in-law, Virginia Woodman, as my mentor.

Maureen and Doug have two daughters: law student Vanessa Woodman and pharmacist Erica Woodman.

Woodman's Inc. is based in Essex, Mass., with a branch location in Litchfield, N.H. The company has 200 employees working during the season, of which 27 are extended family members.

Woodman's began making fried clams in 1916, frying them outside in an iron kettle over an open fire. Soon every Sunday clams were fried at Woodman's and sold along with potato chips and dressed clams. Fried clams developed into a good take-out business. Chubby moved the cooking inside, renaming the business "Woodman's Sea Grille." The clambake catering business started in the early 1930s and now generates 35% of the revenue. Woodman's does 20 to 30 clambakes per week during the season, well over 500 a summer. The biggest clambake took place in 1938; it traveled to Marietta, Ohio, to celebrate the town's 150th anniversary, serving 5,000 people.

In the 1940s, the business expanded to "Eat In The Rough" and opened up a diner with year-round service.

The company became Woodman's, Inc. in 1959. The restaurant remained open all year round beginning in 1967. It opened a function hall 1971-1973. In 1974, it opened The Lobster Trap Pub. More recently, Woodman's has opened up a retail store, an ice cream stand, and the Litchfield, N.H. restaurant and ice cream stand. It also began shipping clambakes to go, T-shirts and fried clam kits.

Woodman's received the Family Business Association for MA, Small Business of the Year Award in 2011. It received the Massachusetts Premier Tourism Attraction "Legends" Award, from the Massachusetts Office of Travel & Tourism in 2012. In 2011, Yankee Magazine named Woodman's the Best Fried Clams in N.H. Forbes FYI Magazine has honored Woodman's for the "Best Seafood in America." Coastal Living Magazine has listed it among the "Best Seafood Dives." Bon Appétit has named it the "Best Place to Eat in Massachusetts." Woodman's has been hailed as "An American cult classic - right up there with baseball and apple pie" by Zagat Restaurant Guide. It has been recognized in numerous publications, including 1,000 Places to See Before You Die, New York Times, Country Living, Coastal Living and Phantom Gourmet.



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.



Jennifer Lundberg Parrish

Jennifer Lundberg Parrish

Lundberg Family Farms

Jennifer Lundberg Parrish is a third generation Lundberg by birth. She is an Internal Medicine physician by training.

Along with her husband and young girls, she returned home to Butte County, California, in 1996 after almost 20 years away for school and 'life.' Her husband worked at the ranch until 2011 and still serves on the BOD.

Jennifer was not directly involved at the ranch until 2008- 2009 when the family decided to form a family council. At that point she felt a call to be more involved in the business of family. She became involved in the process of crafting the documents for the council and has served on the council since its inception.

She feels blessed to have seen the evolution of the family business and to have been privy to the original discussions fomenting LFF and the risks taken on by her father and uncles.



Paul S. Lee

Paul S. Lee

National Managing Director, Bernstein Global Wealth Management

Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm's Wealth Management Group, which he rejoined in 2008. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University. Lee was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. A frequent lecturer and panelist on investment planning and tax and estate planning, Lee has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, the ABA Tax-RPTE Joint National CLE Conference, the Southern Federal Tax Institute, the USC Institute on Federal Taxation and the Notre Dame Tax and Estate Planning Institute. His articles have been published by The ACTEC Law Journal; BNA Tax Management Estates, Gifts and Trusts Journal; BNA Tax Management Memorandum; The Practical Tax Lawyer; Major Tax Planning; Trusts & Estates; and the Emory Law Journal.



Jordan Beckingham

Jordan Beckingham

Student, Stetson University

Jordan Beckingham is a junior at Stetson University. She is studying Family Enterprise and Management. Jordan plans on returning to her home in Washington State after graduation and hopes to be come involved with her family's charitable Foundation. This summer Jordan will be completing an internship at The Greater Tacoma Community Foundation and working for the Triple A baseball team, the Tacoma Rainiers. In her free time, Jordan rides horses competitively.



Maverick Marquardt

Maverick Marquardt

Student, Stetson University

Maverick Marquardt is from Flagler Beach, Fl and is a graduating senior with a Family Enterprise Major with a Business Law Minor. He is heavily involved on campus with his fraternity, Sigma Phi Epsilon, The Bonner Foundation of Princeton University and various other organizations both local and national. Maverick, as an ENTP with strengths in Command, Strategy, Intellect is Achievement is looking to break into the consulting world after graduation.



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.



Timothy O’Hara

Timothy O’Hara

Assurance Partner, PwC

Tim has more than 20 years of service in public accounting, primarily serving private, family owned companies in a range of industries, including manufacturing, distribution, transportation, sports and entertainment. Tim has assisted companies throughout their business life cycle, serving as a trusted business advisor. Tim also has significant merger and acquisitions, strategic and business plan development, multi-generation transition issues and global integration experience. Tim served a four-year secondment with PwC Germany, from September 1996 until September 2000, where he worked with our Transaction Services group and Assurance practice. Tim has instructed Audit Approach, Internal Controls, US GAAP and International Financial Reporting Standards courses in the United States, Germany and the Czech Republic. He holds a BS from Drexel University, and is a CPA in Florida, Pennsylvania and New Jersey.



Stephanie Brun de Pontet, PhD

Stephanie Brun de Pontet, PhD

Senior Consultant, Family Business Consulting Group

Stephanie Brun de Pontet, a senior consultant of the Family Business Consulting Group, Inc., specializes in advising family enterprises facing important transitions.

Stephanie has extensive experience working with sibling teams, and developing training programs to educate the next generation about stewardship, teamwork, governance, and many other family business topics. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on key aspects of this process, such as establishing succession plans, drafting needed policies and oversight structures, and building a framework for next-generation collaborations.

Stephanie brings a unique combination of knowledge and experience from the fields of management, entrepreneurship, and psychology to her work with family business clients.

Prior to coming into the field of family business, Stephanie worked for a number of years as an entrepreneur and an advisor to closely held businesses. She holds a PhD in psychology as well as a Masters in Business Administration (MBA).

In addition to her consulting work, Stephanie is the Executive Editor of the Family Business Advisor and a sought-after speaker on the topics of succession, education, governance, and ownership. She recently co-authored a book with Drs. Pendergast and Ward, titled: Building a Successful Family Business Board. In 2008, Stephanie was awarded the Family Firm Institute's Outstanding Doctoral Dissertation Award for her
research on family business succession, and she has previously served on the editorial board of the Family Business Review.

Fluent in English and French, Stephanie lived and worked in the USA and in Canada.

She currently lives in Atlanta, Georgia with her husband and two daughters.



Arne Boudewyn

Arne Boudewyn

Managing Director--Family Dynamics, Education and Governance, Abbot Downing

Arne Boudewyn is Managing Director--Family Dynamics, Education and Governance, for Abbot Downing. In this role, he consults with ultra-high-net-worth individuals and families on strategies for addressing the complex personal, familial and financial dilemmas that can accompany significant wealth and that often determine its impact on current and future generations. His work includes helping clients to integrate core values into wealth planning and decision-making, establish effective family governance structures, develop family business succession strategies and ensure that next generations are adequately prepared for not only the wealth they stand to inherit but also the family roles and responsibilities they may be expected to assume. Arne has been with Wells Fargo since 2003 and previously consulted with executive leaders on successful strategies for identifying, engaging and developing human capital.

A psychologist by training and licensure, Arne received his PhD in psychology from the University of Massachusetts and completed his clinical training at both Harvard Medical School and the University of California. He is a member of the Family Office Exchange (FOX), the Family Firm Institute (FFI) and the Society of Trust and Estate Practitioners (STEP).



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.



Nancy Drozdow

Nancy Drozdow

Principal and Vice President, Center for Applied Research

Nancy is a CFAR founder, and leads the firm's family business practice as well as CFAR's Strategy group. Nancy is nationally known for her expertise as a thinking partner to leaders of owner-led firms, including family businesses. She understands the questions on these leaders' minds, and is skilled at helping them analyze and act on issues of risk, delegation, competition, continuity and exit. She blends quantitative analysis with qualitative insight, helping leaders understand and addresses both the concrete business challenges as well as the often "messy" emotional and internal issues that can cloud strategic vision. Nancy helps her clients test options and make hard choices, and work through the structures, processes, people and metrics that can stand in the way of productive action. She is a founder of the Family Firm Institute and an FFI Fellow, and served on the organization's original Board.

Nancy holds an MBA in Strategy from the Wharton School at the University of Pennsylvania, and is a member of CFAR's Board of Directors. CFAR is a private management consulting practice that was originally a research center inside the Wharton School. The firm serves clients worldwide from offices in Philadelphia and Boston, and works with leaders across a range of industries including family and owner-led businesses, hospitals and health systems, life science organizations, associations, financial services companies, foundations and higher education institutions.



Susan P. Mucciarone

Susan P. Mucciarone

Director of Wealth Advisory, Glenmede

Susan P. Mucciarone is Director of Wealth Advisory and a member of the Glenmede Management Committee. She is responsible for managing wealth advisory and fiduciary administration services provided to high-net-worth, ultra-high-net-worth and family office clientele.

Prior to joining Glenmede in 2010, Ms. Mucciarone served as the Executive Vice President and Senior Managing Director of Wells Fargo Family Wealth (formerly Calibre, a division of Wachovia), one of the top-ranked multi-family offices in the United States. During her 15 years at Wells Fargo, she held several key positions including Managing Director of Wealth Management for the Mergers and Acquisitions Group, and Managing Director and President of the Alternative Investment Group. In all, she brings 30 years experience in family office services, alternative and traditional investment management and business accounting.

Ms. Mucciarone received a Bachelor of Science in Business Administration degree with a major in accounting from Bowling Green State University in 1979 and a Masters of Business Administration degree from Case Western Reserve University in 1984.

She and her husband make their home in Haddonfield, NJ and are actively involved in several charitable organizations in the greater Philadelphia community.



Jeff Ladouceur

Jeff Ladouceur

Director, SEI Private Wealth Management

Jeff Ladouceur is Director of SEI Private Wealth Management. In this capacity, he is responsible for innovative solutions, communications, and education that supports the needs of ultra-high-net-worth individuals.

Jeff has been in SEI Private Wealth Management since 2001. Prior to his current role, he was Director of Client Strategy. He was responsible for guiding client advice that focused on goal-oriented outcomes and managing the client experience. His team directly supported both prospects and clients with personal wealth in excess of $20 million in net worth. During his time in SEI Private Wealth Management, he created and launched the SEI Private Wealth Management Legacy Program, led the high-net-worth solution, and directly contributed to the growth of SEI Private Wealth Management business.

Prior to that, Jeff focused on new product development at SEI. He has developed institutional solutions for treasurers, launched private equity and hedge funds, and worked with institutional clients to provide defined benefit, defined contribution, and endowment programs.

Before joining SEI, Jeff served seven years as an officer in the U.S. Navy. He received his Bachelor of Arts in international relations from the University of Notre Dame. He received his Master of Business Administration from Smeal College of Business at The Pennsylvania State University. He also holds a certificate in Executive Business Management from the University of Virginia's Darden School of Business.



Justin M. Zamparelli

Justin M. Zamparelli

Partner, Withers Bergman LLP

Justin Zamparelli is a partner in the Corporate Practice Group at Withers Bergman LLP and resident in the firm's New York office. Justin co-heads the firm's family business practice, a dedicated team of professionals focused on the needs of family owned businesses, both domestic and international. Our multi-disciplinary approach to advising family businesses and their owners combines our knowledge and experience in areas such as corporate structuring, family and business governance and succession, mergers & acquisitions, employment, tax and wealth planning.

Justin earned a B.A. degree in Economics and Business with Honors from Lafayette College, a J.D. from Cornell Law School, where he was a John M. Olin Law and Economics Scholar, and a LL.M. in taxation from New York University School of Law. Justin is admitted to the New York Bar and is a Registered Foreign Lawyer in the United Kingdom. He is a member of the New York State Bar Association and the American Bar Association.



Anna Nichols

Anna Nichols

Director of Communications, Altair Advisers LLC

As the Director of Communications, Anna is responsible for creating and leading the marketing and business development strategies for the firm.

Anna has more than 10 years of marketing, research and educational programming in the family wealth industry. Prior to joining Altair, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. In addition she has presented at numerous wealth management industry conferences, including the 2010 Schwab IMPACT Conference, the 2010 and 2011 Annual Family Firm Institute (FFI) International Conferences, the 2011 Southeastern Family Office Forum, the 2011 Transitions Conference and the 2010 Spring and Fall Canadian Private Family Office Invitational Conferences.

Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association.

Anna received a bachelor's degree from Guilford College and an MBA from Fordham University. She lives in Evanston with her husband and two children.



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 East 2013" is co-sponsored by Stetson University's 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 owners, shareholders, family members and in-laws of 75 family businesses/enterprises. It is designed to facilitate conversation on important family issues among generations. There is special programming for family business members aged 15-29, and for those who have married-in to the family business.

The Transitions conference is for family companies and family offices of all sizes. At our last conference, approximately one third of attendees represented companies with revenues of under $25 million, one third of attendees had revenues of between $26 million and $300 million; and one third had revenues of over $300 million. And approximately a third of attendees were in the third generation or less; a third were in generations 4 and 5; and third were part of companies more than 6 generations old. What all attendees share is a desire to see their family enterprise grow successfully through generational transitions.

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 or enterprises. Senior advisers to family companies may attend ONLY with the family company they represent.

For further information, contact conference director David Shaw at (301) 963-6162 or by email.

Advisers to family companies may inquire about sponsorship opportunities. Contact Scott Chase at (301) 879-1613, or email (JavaScript must be enabled to view this email address).

What Attendees Say About Transitions

"Incredible experience with more opportunities than possible to soak up. Such a unique conference!"

"Thanks again for hosting a fabulous conference. My dad and I really got a lot out of it, from thinking about governance structures to new insights into executive compensation. For me, more than anything else it was nice to be in a room full of people who think about their businesses from a 'long-term' perspective. It's awfully hard to build anything substantial when your perspective is limited to 5-7 years...I look forward to attending many future Transitions conferences!

"This is truly a conference 'created for family companies by family companies' and, once again, we enjoyed some great, honest presentations by some outstanding family business members, non-family executives and family business experts."

"Great forum for discussion, sharing and learning that can be applied to both our family and our business."

"I was overwhelmed by the value I received from this conference. You did a phenomenal job."

"Very good networking and very good speakers. I was glad to have experienced this conference."

"This was my first family business conference and I met a lot of good people and gained a lot of ideas I can bring back to my family's business."

"Transitions was very enlightening and gave a broader perspective of what others are facing and how they have overcome similar challenges to the ones we face."

Location

hyatt_300_01The Grand Hyatt Tampa is part of the family-controlled Hyatt hotel chain. 

Enter a haven for wildlife that is home to a freshly-redesigned, contemporary Tampa Bay hotel. Following a $16 million renovation, our guestrooms have been totally transformed to provide the perfect hideaway amid surroundings of unspoiled natural beauty. Egrets and herons seem oblivious to the pace around them as they roam the grounds of this 35-acre AAA Four Diamond luxury resort.  Perfectly located, the hotel is just minutes from the Florida airports, downtown Tampa Bay, beaches and more. Let your spirit soar at the most luxurious choice of Tampa Bay hotel resorts.

 

 

Special group rates have been secured for Transitions East 2013 attendees:

$159 plus state and local taxes (Net, non-commissionable).  Includes complimentary internet in guest rooms.

Reservations may be made, modified or canceled online using this link. 

 Reservations may also be made by calling (888) 421-1442 and referring to the group (Family Business Magazine) and meeting name (Transitions East 2013).

To earn the special conference rates, reservations must be made on or before the cut-off date of March 26, 2013. 

Cancelation of room reservations must be made 24 hours in advance of arrival.

Registration

Register Today!


Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 75 family businesses/enterprises who register.


Past attendees of any Transitions Conference, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

Early Bird Pricing (Expires 3/1/2013)

Family Company Attendees
$1,495-First Attendee from your family company
$995--Each additional attendee (Age 30 and above)
$795-Each additional Next Generation attendee (age 29 or below)

Standard Pricing (after 3/1/2013)

Family Company Attendees
$1,695-First Attendee from your family company
$1,195--Each additional attendee (Age 30 and above)
$995-Each additional Next Generation attendee (age 29 or below)


Please note: All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Scott Chase at (301) 879-1613 for information on attending. For general questions on attendance, please contact Justine Wood at (703) 850-5497.


Registration price includes all conference materials, as well as breakfast, lunch and dinner on April 18, breakfast and lunch on April 19, and a welcome reception with buffet dinner on April 17, as well as refreshment breaks.

Click here to register.


Or contact:
Justine Wood
Program Manager
(JavaScript must be enabled to view this email address)
(703) 850-5497

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to (JavaScript must be enabled to view this email address). Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; 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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    PWC is the Opening Reception Sponsor

    Gold Sponsors

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    Bessemer Trust is a Lunch Sponsor

     

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    Abbot Downing is a Lunch Sponsor

     

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    Bernstein Global Wealth Management is the Dinner Sponsor

     

    Silver Sponsors

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    Bronze Sponsors

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Family Business Publishing Company • 1845 Walnut Street • Suite 900 • Philadelphia, PA 19103 • (800) 637-4464