2013 Transitions East | Conference for Family Businesses


Transitions by Generation

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.


  • 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 Speakers

Philip A. Clemens

Retired Chairman and CEO, The Clemens Family Corporation

Lansing Crane

Former Chairman and CEO, Crane & Co. Inc.; Chairman, Canal Insurance Company, SOG Specialty Knives & Tools and Wells Enterprises; Director, Ginsey Home Solutions

Meghan Juday

Family Council Chair and Director, IDEAL INDUSTRIES; Director, Initiative for Family Business and Entrepreneurship, Saint Joseph’s University

Richard Gonzmart

President, Columbia Restaurant Group

Dini Pickering

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

Thomas J. Pritzker

Executive Chairman of the Board of Directors, Hyatt Corporation

Bernadette Castro

CEO, Castro Convertibles

Register Today!

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
(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 justineawood@me.com. 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.


Transitions by Generation


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


Transitions by Generation

About 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 scottchase@verizon.net.

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."


Transitions by Generation

Confirmed Speakers

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.

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.

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.

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.

Anna Nichols

Director of Communications, Altair Advisers LLC

Anna has more than 12 years’ experience of marketing, research and educational programming in the family wealth industry. Prior to joining Altair Advisers, 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 Schwab IMPACT Conference, the Family Firm Institute (FFI) International Conference, the Southeastern Family Office Forum and the Family Business Magazine Transitions Conference. 

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, IL with her husband and two children.

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.

Joshua Nacht

Board Member, Bird Technologies

Joshua Nacht is an active family business owner and serves as a married-in, third-generation family member on the board of directors of the 75-year-old Cleveland-based Bird Technologies. In addition, he is a second-generation owner of a real estate development and management company in Edwards, Colo.

He is also a consultant with The Family Business Consulting Group. Joshua works with business families to manage their complexity and create opportunities by focusing on effective governance and transitions. He enjoys working with multi-generational families to integrate diverse perspectives and create strong ownership groups by developing structured plans for continuity.

In 2015, he earned a Ph.D. in Organizational Systems with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion,” investigated leadership within the ownership group of business families, and won the “Best Dissertation Award” from the Family Firm Institute in 2016. 

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.

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.

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.

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.

The Flottman Family

Sue Flottman Steller, Tom Flottman and Peter Flottman


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.

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.

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.

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.



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.

Stephanie Brun de Pontet, PhD

Senior Consultant, Family Business Consulting Group

Stephanie Brun de Pontet, Ph.D., is a senior consultant of The Family Business Consulting Group. She specializes in advising family enterprises facing important transitions.  She has extensive experience working with sibling teams, and developing training programs to educate next generation family members.

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 governance structures, and building a framework for next-generation collaborations.  Her work is driven by knowledge and experience from the fields of management, entrepreneurship and psychology.

In addition to her consulting work, Stephanie co-authored Building a Successful Business Board and Siblings and the Family Business two well-regarded, practical books published by Palgrave.  A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

Fluent in English and French, Stephanie has lived in Atlanta since 2005. Building on her passion for helping families, Stephanie serves on the Board of Kate’s Club, an Atlanta non-profit whose mission is to empower children and teens after the loss of a parent or a sibling.

Mark Nash

Partner, Personal Financial Services, PwC

Mark Nash is a partner in the Personal Financial Services (PFS) practice of PwC serving the State of Florida. PFS is a national practice dedicated to the needs of high net worth individuals, corporate executives and family business owners, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning, and financial planning. 
Mark 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. Mark serves as the engagement partner on the Firm’s largest high net worth family client. His services to this family include 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 are provided to four generations of family members, multiple dynastic trusts for their benefit, family charitable foundations, and closely held entities holding family assets and business ventures.
Mark is a frequent speaker on individual, estate and gift tax matters at internal PwC training sessions and to the general public. He 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. Mark is a contributing editor to PwC's Guide to Tax and Wealth Management, and served as an editor of PPC's Guide to Practical Estate Planning and PPC's 706/709 Deskbook until 2016. He has served on the AICPA Tax Section's Trust, Estate & Gift Tax Technical Resource Panel, the Texas Society of CPAs Federal Tax Policy Committee, and the Fort Worth Chapter TSCPAs Public Affairs Committee.
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 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.

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.

Arne Boudewyn

Head of Family Dynamics and Education, Abbot Downing

Arne Boudewyn is Head of Family Dynamics and Education, a national practice of PhD-level consultants who collaborate closely with clients 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. The work of this group includes helping clients to integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies and establish effective family governance structures and processes.  Comprehensive education is a key component of this work as is the design and delivery of family meetings.  A significant emphasis is placed on engaging and preparing next generation family members for not only the wealth, roles and responsibilities they may inherit, but also various business, family and community roles they may wish to inhabit.

Arne has been with Wells Fargo – Abbot Downing’s parent company – since 2003 and has spent the better part of his career collaborating with executive leaders, entrepreneurs, and both families and individuals on strategies for enhancing and leveraging human, intellectual and social capital.

Arne earned a doctorate degree in psychology from the University of Massachusetts and completed his clinical training at the University of California San Francisco and Harvard Medical School.

Arne is a member of the Family Office Exchange (FOX) and the Society of Trust and Estate Practitioners (STEP); a recent speaker at FOX, STEP, Tiger 21 and the Institute for Private Investors; and has been quoted in the Wall Street Journal, NXG Magazine and Barron’s. He currently sits on the board of directors for Meals on Wheels  of San Francisco.

Nancy Drozdow

Principal and Co-Founder, CFAR

Nancy Drozdow is one of CFAR’s five founders and a member of the firm’s board of directors. She has led CFAR’s Family and Owner-Led Business practice for more than 30 years and has been instrumental in the development of CFAR’s approach to strategy. Nancy is known for her expertise as a thinking partner to leaders, successors and successor candidates across the family enterprise. Nancy helps her clients creatively identify and test options and then make hard choices, working through the strategies, structures, processes, people and metrics that can enable or stand in the way of productive action involving complex issues of performance, money and relationships.
Nancy is a founder of the Family Firm Institute. She is also an FFI Fellow and served on the organization’s original board. She is past-president of FFI’s Mid-Atlantic Chapter. Nancy received the 2012 Richard Beckhard Practice Award from the Family Firm Institute, which annually honors a founding member and distinguished practitioner in the family enterprise field, recognizing outstanding contributions to the field of family business practice.
Nancy has lectured widely on topics such as risk, competition and growth, governance, succession, exit and continuity, and leadership and organizational development. Her work and ideas have been published in the business press, including Sloan Management Review, Business Week, CEO Magazine, Family Business Magazine, Journal of Management Consulting, Family Business Review, and the New York Times. Nancy holds an MBA in strategy from the Wharton School of the University of Pennsylvania.

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.

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.

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.

Sylvia Shepard

Former Chair and Founder, 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 the founder and former chair of the Smith Family Council. 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

Retired 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.

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.

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.

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.


Transitions by Generation

Conference 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 2014 attendees:

$179 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 2014).

To earn the special conference rates, reservations must be made on or before the cut-off date of March 1, 2014. 

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


Transitions by Generation

Register Today!

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
(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 justineawood@me.com. 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.


Your Hosts

Conference 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 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.
Peter Begalla
Peter Begalla is a family business owner, Family Business Magazine's Conference and Education Director, and Adjunct Professor with 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.