Announcing a new conference from Family Business Magazine and Stetson University's Family Enterprise Center!

Click here to register today!

Featured Family Speakers
Ross J. Born Co-CEO, Just Born, Inc. Opening Keynote	Howdy S. Holmes President and CEO, Chelsea Milling Keynote	Richard Gonzmart President, Columbia Restaurant Group Dinner Keynote	Clyde Anderson Chairman and CEO, Books-A-Million, Inc. Closing Keynote	Robert D. Finfrock President, Finfrock Design-Manufacture-Construct	Richard C. Kessler Chairman & CEO, The Kessler Collection Welcome Remarks

In addition to death and taxes, family businesses can be certain that change-sometimes gentle, sometimes turbulent-will be an ever-present fact of life in the years to come.

Family companies have been changing at a pace never experienced before, from the impact of Gen Y's unique outlook on succession planning, to the potential economic, political and technological threats and opportunities faced at the beginning of the second decade of the 21st century.

Experts and families assembled by Stetson University's Family Enterprise Center and Family Business Magazine will examine how the shifting global, domestic and generational environment will affect family company transition plans and strategic growth.

This conference will serve as a call to action for the leadership-and next generation-of family businesses to take a proactive stance in understanding this changing environment and taking action to survive and prosper.

Benefits to Attending

• High quality and timely content from Family Business Magazine and Stetson University's Family Enterprise Center
• Attendance strictly limited to 90 family business owners, shareholders, members, leaders and the next generation-to maximize discussion and networking opportunities
• Advisers may attend with family members
• Counts toward Stetson Certification in Family Business Management (Program under development)
• Unique content-hear from young Generation Y members of family businesses. Do they plan to join the family business? Why or why not?
• Family business leaders provide keynote addresses and discussions, along with recognized experts and advisers
• Group discounts-bring your family members, especially your next generation leaders, and share your learning and experiences together

Program

Wednesday, April 14, 2010

Conference attendees arrive and check in.
Registration Desk Open 3 PM-6 PM

6:00 PM-7:30 PM Welcome Reception
Welcome & Remarks:  The Kessler Collection Story
SPEAKER:  Richard C. Kessler, Chairman & CEO, The Kessler Collection

Thursday, April 15, 2010

8:00 AM - 9:00 AM Registration and Continental Breakfast

9:00 AM - 9:15 AM Welcome and Opening Remarks - FBM and Stetson University
SPEAKERS: Caro Rock, Barbara Spector, Greg McCann

Welcome and opening comments. Overview of conference agenda.

9:15 AM - 10:00 AM Opening Keynote
Transitions: The Differences Between Family Business Ownership, Management and Leadership
SPEAKER: Ross Born, Co-CEO, Just Born Candy Company

Some family business owners/shareholders are ready to be managers of the business, and some of those managers are ready to be leaders. Ross Born, co-CEO of Just Born Candy Company, lays out the responsibilities of family owners/shareholders in finding their most effective place within the family company-not just the position they want. 

10:00 AM - 10:15 AM Networking Coffee Break

10:15 AM -11:45 AM
The Changing Face of Family Business Leadership
PANEL DISCUSSION
MODERATOR:  Greg McCann, Professor of Business, Stetson University
SPEAKERS: Nancy Shavel Gabel, Evercore Wealth Management; Jill Shipley, GenSpring family Offices; Ali Aldrich (Stetson University Senior); Chris Marlow (Stetson University Freshman)

This unique session will bring together experts and Generation Y family members who are enrolled in Stetson University's Family Business major to discuss the changing dynamics of family business leadership and how to prepare for and navigate them successfully. Key themes of this presentation will include:

1. The importance of a proactive approach to managing change and transitions.
2. Managing across the generations and life stages in the family business.
3. How to involve Gen Y as a strategic advantage for your family business
4. Trends related to diversity, gender, and globalization.
5. The transferable skills, credentials, and experiences needed to succeed in the new world (post The Great Recession)

11:45 AM - 12:45 PM Luncheon
Sponsored by Bernstein Global Wealth Management

12:45 PM - 1:30 PM Keynote Address
Don't Make Business Decisions with Your Heart or Family Decisions with Your Head.
SPEAKER: Howdy S. Holmes, President and CEO, Chelsea Milling

Howdy Holmes, President and CEO of Chelsea Milling Company, manufacturers of "JIFFY" mixes, will discuss the importance of separating your thoughts and your feelings when making family business decisions. This candid discussion will track the drama and the dynamics n Holmes' 120-year-old family business as he directed a transition from a sole proprietorship to a professionally run organization.

1:30 PM - 3 PM
The Political and Economic Outlook for Family Companies
PANEL DISCUSSION
MODERATOR: Richard A. Morris, ROI Consulting
SPEAKER:  Peter S. Kraus, Chairman and CEO, AllianceBernstein; F. Douglas Raymond III, Drinker Biddle & Reath LLP; Gregory C. Greenleaf, Family Business Consulting Group

This session will deal with the domestic and global economics and political climate outlook for family companies, and will provide a risk/reward profile with implications for the family business. Legislation being enacted or under consideration will be discussed.

Today's economic model has new rules, and family businesses that adopt them are doing well, while those that stay with the traditional rules may be struggling now, or will be in the near future. This workshop will present case studies, and research that explores the new economic realities and will map out the new economic model that has been changing our world.

• The New Economy vs. the Old Economy - What is truly different and what hasn't changed?
• Technology, media and communication capabilities 
• The price of capital, labor, energy, and the green movement 
• The International Effect
• Public company consolidation, bankruptcy or break-up 
• Life expectancy, population trends, health care
• How Generation Next looks at their productive 80- to 100-year lifespan. 
• The (family) business cycle - what is it, and how do you identify a company's position in the cycle?
• Identifying the Enterprise-Value of the company (financial, human, and intellectual capital). What will the Economy Next and Generation Next value?

3 PM - 3:15 PM Networking Coffee Break

3:15 PM - 4:30 PM
Rebuilding the Economic Value of Your Business
PANEL DISCUSSION
SPEAKERS: Chris Mercer, Mercer Capital; Stephen G. Salley, GenSpring Family Offices; Timothy O'Hara, Audit Partner, PricewaterhouseCoopers

This session will squarely address some painful lessons for many family businesses after the economic crisis of 2008 and 2009 and the options available to owners to plan for sale rather than retention when appropriate . Beginning with the three distinct but interlocking disciplines of successful family enterprises- Structure, Consensus and Communication - attendees will be encouraged to revisit often under-examined assumptions about their family business and its future, including assumptions about succession planning, family ownership, and the need for conflict resolution mechanisms in family governance. Integral to this discussion will be an examination of business exit strategies to facilitate a full or partial liquidity event for owners where terminating or reducing continued ownership is the better solution for the family or unrelated owners.

4:30PM - 5:45 PM
Your Children and Your Wealth: The Most Important Transition
SPEAKER: Richard A. Morris, ROI Consulting

Creating the right environment for children to grow up to be happy and thriving is key to the success of the family business. Richard A. Morris, co-author of Kids, Wealth, and Consequences: Ensuring a Responsible Financial Future for the Next Generation (Bloomberg Press, 2010), will share with his research and tools focusing on bringing up kids successfully in a high-net-worth environment.

This workshop will present case studies, findings and research from the book as well as ask participants to interact with our tools to answer these questions:

• What is the money (or the business) for?
• To what extent can wealth bring or hinder success? 
• What are the unintended consequences of wealth, and our choices surrounding it, on our children? 
• What skills do our children need to achieve successful, happy lives?
• How can we transfer our values and the value of the business to our children successfully?

6:30 PM - 9:30 PM
Cocktails and dinner-The Columbia Restaurant, Celebration, FL
Sponsored by Houlihan Smith & Company Inc.

PRE-DINNER SPEAKER: Richard Gonzmart, president and fourth-generation family member, The Columbia Restaurant
100 years of the Columbia Restaurant: The Ten Secrets of Our Success

 

Friday, April 16, 2010

8:00 AM - 8:30 AM Continental Breakfast

8:30 AM - 9:30 AM
Identifying and Managing Risk to Family Wealth
SPEAKER: John Benevides, President, Family Office Exchange

Family Office Exchange has developed a list of 210 risks that threaten wealthy families. These risks range from business control, to fiduciary exposure, personal security and privacy, to ownership responsibilities. This session will deal with developing strategies to manage foreseeable risks and more effectively manage unforeseeable risks. It will be suggested that family business leaders and their advisors take a 100-year multigenerational view of the family. The shared goal is to create a family legacy and to enhance the human, intellectual, financial and social capital of the family. The session will also address the process of identifying, qualifying and nurturing trusted advisors and putting checks and balances in place to audit activity and to manage risk.

The presentation also outlines the risk management process that the most successful families have in place to ensure generational wealth. These families take a comprehensive view of risk and consider not only measures for protecting and preserving wealth but also recognize the upsides to risk-taking. Families that capitalized on recent events were those with a process for evaluating opportunities and those with a family culture that encourages and promotes calculated risk taking.

9:30 AM - 10:45 AM
The Financial Aspects of Handing Over the Business to the Next Generation
PANEL DISCUSSION
SPEAKERS: Dirk Jungé, Chairman and CEO, Pitcairn; Ann M. Dugan, Founder, Institute for Entrepreneurial Excellence; Richard Houlihan, Founder and Chairman, Houlihan Smith & Company

A nuts-and-bolts session on how to hand over the reins to the next generation, dealing with the financial side and the emotional part of the equation.  A case study will be presented and analyzed.

10:45 AM - 11:00 AM Networking Coffee Break

11:15 AM - 12:15 PM
Beyond Price: Making Your Family Business Big Enough to Sustain the Next Generation
SPEAKER: Bob Finfrock, Finfrock Design-Manufacture-Construct

A case study on how a family firm changed its business model in the face of ruthless price competition, and developed a thriving business able to support and sustain the coming third generation of family owners/leaders.

12:15 PM - 1:45 PM - Luncheon and Closing Keynote
Sponsored by PricewaterhouseCoopers

SPEAKER: Clyde B. Anderson, Chairman and CEO, Books-A-Million, Inc.

1:45 PM Conference Adjourns

Confirmed Speakers

Ross J. Born

Co-CEO, Just Born, Inc.
Opening Keynote

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.

Howdy S. Holmes

President and CEO, Chelsea Milling
Keynote 

After successfully competing in the world of motor sports for 20 years, Howdy returned to the family business in November of 1987. As a racecar driver, Howdy won championships, was "Rookie of the Year" at the Indy 500 in 1979. He competed in six Indy 500 events. When he retired in 1988, he held the best average finishing record of anyone who started more than four events.

He started a motorsports marketing company and an advertising company, which served the motorsports community. Holmes authored an award-winning book called, "Formula Car Technology" and was a contributing writer for magazines and newspapers about racing.

Upon returning to "JIFFY" in 1987, Mr. Holmes led a transformation
of the then 100 year old family business. With the help of others, a professionally managed strategic vision was successfully introduced.

Today, known for their Quality and Value, "JIFFY" Mixes is uniquely positioned for the 21st Century. "JIFFY" is the market-share leader in retail prepared baking mixes. Chelsea Milling is a privately held family-owned business.

Richard Gonzmart

President, Columbia Restaurant Group
Dinner Keynote 

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.

Clyde Anderson

Chairman and CEO, Books-A-Million, Inc.
Closing Keynote

Clyde Anderson is the Chairman and Chief Executive Officer of Books-A-Million Inc., headquartered in Birmingham, Ala. and one of the nation's leading book retailers, operating 220 stores in 21 states and the District of Columbia. He is also the founder and managing partner of Anderson Growth Partners, LLC, which oversees more than $200 million in assets.

In addition, Clyde is closely involved with other businesses operated by his family, including Anderson Media Corporation, one of the largest music, DVD and book distributors in the country; American Promotional Events, Inc., the largest national distributor of consumer fireworks; and Anderson Press, Inc., a publisher of children's books and coin, stamp and related collectibles books under the Whitman brand.

He served as independent director of Hibbett Sports, Inc., a 700 store sporting goods retailer from 1987 to 2008. He also served as a director of Hat World, Inc., a 450 store specialty retailer of licensed and branded headware from 2001 until the company's 2004 acquisition by Genesco.

Clyde is married with four children, and is a graduate of the University of Alabama.

 

Robert D. Finfrock

President, Finfrock Design-Manufacture-Construct

Robert D. Finfrock is the Owner/President of Finfrock Design-Manufacture-Construct, a design-builder of commercial buildings utilizing precast/prestressed concrete structures. By totally integrating architecture, engineering, general contracting and precast concrete manufacturing within one firm, he has created a company that is totally unique in the construction industry and is dominating his chosen markets. Robert has transformed his engineered products business to a level where profits exceed prior sales levels and growth continues at double-digit rates. The principles for this transformation are the basis for Beyond Price, a competitive strategy business book he co-authored.

Robert has served as the Chairman of the Precast/Prestressed Concrete Institute and has been named a Fellow of both the Precast/Prestressed Concrete Institute and the American Concrete Institute. The Precast/Prestressed Concrete Institute named him as a "Titan" of their industry and one of their 50 most influential people of the past 50 years. His other organizational achievements include Chairman of the Central Florida Builders Exchange and their Credit Union, President of the Florida Prestressed Concrete Association, and President of ACI's Central Florida Chapter. Robert has been an active participant and leader in many local, professional and industry organizations and a member of various governing boards.

Robert's educational and professional credentials include a Bachelor of Engineering degree in 1965 from Vanderbilt University, Nashville TN and an MBA in 1971 from Rollins College, Crummer Graduate School of Business. He holds Professional Engineering and Certified General Contractor licenses from the State of Florida.

Robert was born in Orlando, Florida in 1943 where he has continued to live while raising his family, which includes his wife of 45 years, Ginny, his three sons, Allen, Bill and Dan, all of whom have joined him in running the Finfrock companies and his daughter Linda. His leisure interests include flying his 1943 Stearman biplane and SeaRey amphibian airplane; reading in economics, physics, marketing and management; swimming, travel, wood carving, building airplanes and photography. But probably his favorite activity is spending time with his eight grandchildren, who range in age from 1 to 11.

Richard C. Kessler

Chairman & CEO, The Kessler Collection
Welcome Remarks

 

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 Celebration Hotel.)

Richard is the former Chairman of the Board for Lutheran Brotherhood (a Fortune 500, thirty billion dollar 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 awarded 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.

 

Richard A. Morris

Richard Morris is principal of Resource for Ownership Intelligence (ROI) Consulting, which helps family business owners grow and pass their business to subsequent generations. He is also an adjunct professor at Lake Forest Graduate School of Management. Previously, he spent many years working for the family business, Fel-Pro Inc. Morris is co-author of Kids, Wealth, and Consequences: Ensuring a Responsible Financial Future for the Next Generation (Bloomberg Press, 2010). He has written articles for print media and is often quoted in the press. He received his MBA from Northwestern University.

Z. Christopher Mercer

CEO, Mercer Capital

 

Z. Christopher Mercer is founder and chief executive officer of Mercer Capital, a business valuation and investment banking firm serving national and international clients. He has prepared, overseen or contributed to thousands of valuations for purposes related to M&A, litigation and taxation, among others. He is one of the most sought after speakers on business valuation issues for national professional association and other business and professional groups.

Mr. Mercer is the author of six books, including: Business Valuation: An Integrated Theory, Second Edition, (John Wiley & Sons, Inc., 2008) with Travis W. Harms, CFA, CPA/ABV, Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions? (Peabody Publishing, LP, 2007), Valuing Shareholder Cash Flows: Quantifying Marketability Discounts (Peabody Publishing, LP, 2005), Valuing Enterprise and Shareholder Cash Flows: The Integrated Theory of Business Valuation (Peabody Publishing, LP, 2004), Quantifying Marketability Discounts (Peabody Publishing, LP, 2001, & 1997) and Valuing Financial Institutions (Business One Irwin, 1992). He has also published scores of articles.

Mr. Mercer serves as the Chairman of the Standards Subcommittee for the American Society of Appraisers.

Nancy Shavel Gabel

Managing Director, Evercore Wealth Management

 

Nancy Shavel Gabel is an expert on intergenerational wealth planning, and has spent her career working with families as a lawyer and estate planning expert.. She most recently developed a new web-based financial education series to address gaps in Generation Y financial literacy levels. She spent 23 years with U.S. Trust, N.A., most recently as managing director and head of intergenerational wealth planning. She is a frequent speaker on family issues, focusing on wealth education and financial responsibility. She earned her J.D. from the New England School of Law.

Dirk Jungé

Chairman and CEO, Pitcairn

 

Dirk Jungé is chairman and chief executive officer 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.

 

Peter S. Kraus

Chairman of the Board of Directors and Chief Executive Officer, Alliance Bernstein

Peter S. Kraus, Chairman and Chief Executive Officer, joined AllianceBernstein in December 2008. Previously, he was executive vice-president at Merrill Lynch, where he was responsible for overseeing the firm's business strategy and investments, global growth plans and opportunities. Prior to joining Merrill Lynch, Mr. Kraus was co-head of Goldman Sachs' Investment Management Division for seven and a half years. In addition to his role as co-head of the Investment Management Division, Mr. Kraus was a member of the firm's management committee as head of firm-wide strategy and chairman of the Strategy Committee.

During his 22-year tenure at Goldman Sachs, Mr. Kraus also served as co-head of the Financial Institutions Group (FIG). He worked in FIG Tokyo from 1990 to 1991. He was named a partner at Goldman Sachs in 1994 and managing director in 1996. Before joining Goldman Sachs in 1986, Mr. Kraus was an audit partner at Peat Marwick Mitchell & Co.

Mr. Kraus has more than three decades of experience in accounting and the financial markets, including investment banking, asset management, and private wealth management. Mr. Kraus earned an MBA from New York University and a BA from Trinity College.

 

Ali Aldrich

Student Speaker

 

Ali Aldrich is a senior Family Business and Marketing Dual Major at Stetson University. Throughout her college career, she has worked closely with the Family Enterprise Center (FEC) as a Marketing Assistant and is the Founder of the Future Leaders Association (FLA), a student-led professional, academic, and social association that supports the FEC's missions and goals Since 2007, Aldrich has coordinated the association's Guest Speaker Series, which hosts professionals from a variety of business backgrounds from across the state, and currently leads a team of students that markets the series to the entire university.

In her 2009 Family Business Internship, Aldrich was a sales representative for University Directories, the leading campus media and marketing company in the United States. She worked closely with many local family businesses in DeLand, Daytona, and Orlando selling print and mobile advertising for Stetson University. Her sales team was the first team in Florida to reach its sales goal of $50,000 in six weeks. Aldrich was ranked second out of forty sales managers and representatives at the close of her internship.

After graduation, Aldrich plans to work as an Inside Sales Consultant with the New Orleans Hornets and continue her postgraduate education at a local Louisiana university.

 

Chris Marlow

Student Speaker

 

Chris Marlow is a freshman family business major from Flagler Beach, Florida. His parents are the founders of the Golden Lion restaurant of Flagler Beach, Florida. Chris comes from a long line of entrepreneurs. He would like to take over the family business one day and hopes to develop it into a franchise

F. Douglas Raymond III

Partner, Drinker Biddle& Reath LLP

F. Douglas Raymond III chairs Drinker Biddle & Reath LLP's Corporate & Securities Practice Group, and has consistently been named among the top M&A and corporate lawyers by "Best Lawyers in America" and Chambers USA in which he has been described as "an excellent adviser who stands out for his practical and solutions-oriented advice." He also counsels corporations and their boards of directors on matters relating to corporate governance, particularly in special committee assignments, change-of-control situations, Sarbanes Oxley compliance and related matters.

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.

 

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.

 

John Benevides

President, Family Office Exchange

 

John Benevides is president of Family Office Exchange (FOX), a Chicago and London-based provider of education and peer exchange to families of exceptional wealth. FOX serves a private network of over 500 ultra-wealthy families and multi-family offices across 23 countries. Drawing on his years of high net worth research and advisory expertise, John has launched several new member services and greatly expanded the role of research at FOX.

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. From 1997 through 2002, he directed CEB's signature wealth management and investment practice, The VIP Forum. He personally served senior wealth management executives on site in more than 40 countries. 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 an executive committee member of YPO's Family Business Network.

Richard Houlihan, CPA/ABV, ASA

Founder and Chairman, Houlihan Smith & Company

 

Richard Houlihan, CPA/ABV, ASA, is a co-founder and chairman of Houlihan Smith & Company, Inc. He is also the founder, former President and former Chairman of Houlihan Lokey Howard & Zukin, Inc. He was also the Founder, Chairman, President and part owner of Solitude Ski Resort.

Prior to forming Houlihan Lokey, Richard served as Financial Vice President for Carr-Sigoloff Industries Corporation and as Audit Staff & Senior MAS Specialist and MAS Manager for Price Waterhouse & Company Management Advisory Services.

He is a CPA, Accredited in Business Valuation, a Senior Member of the American Society of Appraisers, and a Certified General Real Estate Appraiser. He also is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants and the Nevada Society of Certified Public Accountants. He has served on the National Business Valuation Committee of the American Society of Appraisers from 1991 to 1995. Richard has served as an expert witness relative to business valuation matters in both federal and state courts. He authored "The Valuation of Minority Interests in a Closely Held Corporation" and was a contributing author to "The Handbook of Business Valuation" and "The Mergers and Acquisitions Handbook For Small and Midsize Companies."

Richard holds a B.S. in Accounting from Brigham Young University and a Masters of Valuation Science from Lindenwood College

 

Gregory C. Greenleaf

Senior Associate, The Family Business Consulting Group, Inc.

 

Gregory Greenleaf is the former president of the Walter J. Greenleaf Company, a regional manufacturer's representative and distributor serving the metal cutting and manufacturing industry, and a former minority owner of Greenleaf Corporation, a manufacturer of advanced cutting tool technology and technical ceramic material for the computer industry.

Greg earned a BS in Studio Art and a BA in Philosophy from Skidmore College in Saratoga Springs, New York. In 1987, he graduated from the Master's program in Counseling Psychology at Lesley College Graduate School in Cambridge, Massachusetts. He worked as a clinical psychotherapist in Boston, Massachusetts for six years. When he left Boston to return to his family's business, he had a thriving private practice, and was a Senior Clinician and the Director of School Based Programs at the Center for Community Counseling.

Greenleaf utilizes his business and human service background, along with his love of the arts by serving on boards for a number of non-profit organizations. He is the chairperson of the Three Rivers Work Force Investment Board, a federally mandated, employer-driven, policy-making organization that establishes and maintains an employment training system for Pittsburgh and Allegheny County.

Greg is on the board of trustees for Allegheny College, and as a member of its Campus Planning Committee, he assists in managing the $25 million North Quad Residential Housing expansion project. He also serves on the Academic Affairs Committee and the Allegheny College Presidential Review Committee. Greenleaf is also a board member of the Pittsburgh Opera. He served as chairman of the board of directors for the Mel Blount Youth Home in Washington, Pennsylvania for three years. He is also a member of the Family Firm Institute.

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.

 

Stephen G. Salley

Senior Partner, GenSpring's Family Enterprise Center and Fiduciary Services Group

As one of the two Senior Partners heading GenSpring's Family Business Center, Steve Salley, along with JoEllen Ross, oversees all family office services for family held businesses owned by GenSpring families. Additionally, they are the Senior Partners partnering with GenSpring's Fiduciary Group, the division that deals with all fiduciary operations for families and GenSpring's proprietary trust company, Teton Trust in Wyoming. Prior to joining GenSpring Family Offices, Steve was a shareholder at Greenberg Traurig PA law firm in Orlando. He is a certified tax attorney with over 30 years' experience focused on integrating family and estate planning, trust administration, and closely held business planning, as well as representing clients in tax controversies with state and federal tax authorities. His legal practice centered on representation of individuals, families and tax exempt entities, with a particular focus on the interrelationship of family planning and family enterprises.

A noted speaker and author, Steve lectures frequently on tax, succession planning, estate planning and fiduciary issues. He is a member of the Executive Council of the Florida Bar, Tax Section; co-chair of the American Bar Association's Committee on Estate Planning for Business Interests and Owners; and was formerly the Florida Bar Liaison to the United States Tax Court. In addition to being a Senior Partner for the Family Business Center and the Fiduciary Services Group he is a participant in the firm's Innovation and Learning Center, GenSpring's training and intellectual property development arm.

Prior to joining GenSpring, Steve was been selected as one of the Best Lawyers in America by US News & World Report, listed in Florida Monthly as one of the top lawyers in Florida, and listed as one of the Legal Elite by Florida Trend Magazine. He received his BA with honors from Harvard University, his JD with high honors from University of Florida Levin College of Law, and his LL.M, Taxation, from the University of Florida Levin College of Law.

 

Timothy O’Hara

Audit Partner, PricewaterhouseCoopers

 

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 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.

About This Conference

The first in a new series of small, targeted conferences co-sponsored by Stetson University Family Enterprise Center and Family Business Magazine, "Transitions: The Changing Environment for Family Companies" will take an intimate and expert look at the issues facing family businesses and leadership. Set in an academic atmosphere of intense review and evaluation, "Transitions" will prepare family business leaders at every level for the changes that the years ahead will bring.

Who Should Attend

Attendance at this conference is strictly limited to 90 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.

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 with family members.

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

Potential speakers should contact Barbara Spector at (JavaScript must be enabled to view this email address) or (215) 405-6084.

Counts toward Certification

This conference will earn credit toward a Stetson Certification in Family Business Management  (Program under development)

Location

About Celebration, Florida

Celebration, Florida-an award-winning community originally developed by the Walt Disney Company-is also the location of Stetson University's Celebration Campus. Celebration is 30 minutes from downtown Orlando, and 20 minutes from Orlando International Airport.

About the Celebration Hotel

Nestled by the side of a lake, Celebration Hotel offers a charming blend of Old Florida elegance and contemporary luxury. This upscale AAA Four-Diamond hotel is located in the heart of Celebration, near the boutique shops, dining, and entertainment options of Celebration Town Center. We have arranged a special conference hotel room rate of $139 plus taxes. Call 888-499-3800 and mention the Stetson University/Family Business Magazine conference to receive this special rate.

Registration

Register Today

First attendee from your family company: $1,495
Each additional attendee from your family company: $995

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.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on April 15, breakfast and lunch on April 16, a welcome reception on April 14, as well as refreshment breaks.

To register, visit http://www.stetson.edu/fbtransitions

Or contact:

Wendy Lowe
Program Coordinator, EMBA
800 Celebration Ave., Ste 104
Celebration, FL  34747
(321) 939-7603 office
(407) 721-2849 cell
(321) 939-7606 fax
(JavaScript must be enabled to view this email address)

Conference Details

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

Your Hosts

Barbara 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 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 McCann

Greg McCann is the founder and Academic Coordinator 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 is a member of the board of directors of the Family Firm Institute and the author of the book When Your Parents Sign the Paychecks.

 

Peter 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 eight years of business development and marketing experience in online education. As a consultant, he has worked with such companies as Butterball Farms, Angley College, Flight-1 and Cascade Engineering.

 

Sponsors

Platinum Sponsor

Houlihan Smith & Company, Inc., is a specialized investment banking firm that provides financial advisory and financing services to public and private businesses.

Gold Sponsors

AllianceBernstein, L.P., manages nearly $500 billion in assets worldwide. A unit of AllianceBernstein, Bernstein Global Wealth Management manages some $73 billion for a private clientele that includes some of the nation's most prominent families and individuals.

 

PricewaterhouseCoopers (PwC) advises more than 50% of America's leading private companies. The 2,000 dedicated individuals that make up our Private Company Services (PCS) practice provide tailored and personalized service that focuses on the distinct needs of private company owners and constituents-while providing access to the world-class network of PwC.  

Silver Sponsors

Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923.

 

With nearly 700 lawyers in 12 offices, Drinker Biddle & Reath LLP represents clients that consist primarily of substantial businesses, healthcare providers, money and asset managers and investors, ranging from mid-sized enterprises to Fortune 50 companies. Clients include leaders in the pharmaceuticals, communications, healthcare, information technology, insurance, investment and transportation industries. 

 

BNY Mellon Wealth Management ranks among the nation's leading wealth managers, with more than 200 years' experience in investment management, wealth and estate planning, private banking, and global custody and information reporting 

Bronze Sponsor

 

Established in 1993, David N. Deutsch & Co. is a New York-based investment banking firm providing corporate sale, acquisition, financing and strategic advisory service to leading closely-held companies and their owners. DND & Co. is distinguished by its long-term relationships and exceptional results for closely-held companies.