Family Business Wealth 2016

From the creators of Transitions and the Private Company Governance Summit

The only wealth management conference for operating family businesses and enterprises.

There are many “wealth management” conferences out there, but they don’t focus on active family business/enterprise wealth preservation and growth.  Family Business Wealth, from Family Business Magazine, is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves.
 
This conference is ideal for:
  • Family business CEOs/Chairs/CFOs
  • Family trust directors and executives
  • Family business shareholders
  • Family council leaders and members
  • Family office leaders
 
Among the topics to be covered at Family Business Wealth:
  • Defining wealth objectives that work for the family and the business
  • Managing Intergenerational wealth transfer/estate transfer
  • Capitalization and dividend strategies; liquidity, business valuation 
  • Affirmative/impact/passion/philanthropic investing
  • Tax strategies for operating family companies
  • NextGen financial literacy and responsibility
  • Family offices, family investment banks and venture funds
  • Personal and family security
  • Choosing wealth management advisors
  • Governance for wealth management and growth
  • Family wealth case studies
 

 

Featured Speakers

Peter Bernick

Founder & Managing  Partner, River Forest Capital Partners

Nancy P. Bruns

Chair, Investment Committee, Dickinson Company

Caroline F. Davis

President, Keller Enterprises

Preston Root

President, Root Family Board of Directors

Eric Allyn

Former Board Member, Welch Allyn

Keith Campbell

Chairman of the Board, Mannington Mills, Inc.

Clint Greenleaf

Founder and CEO, Pigs and Bricks

Chris Vernon

President and COO, The Vernon Company

Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

George Isaac III

President, GAI Capital Ltd.

Dan J. Agnew

President, The Agnew Company

Stuart E. Lucas

Adjunct Professor of Finance, The University of Chicago Booth School of Business

Chris Beagle

Consumer Insights Project Manager, McKee Foods Corporation

Doug Wilwerding

Managing Principal, The Optimas Group, LLC

Dain Kistner

Director, Pitcairn Board

Steve Dunn

Chairman of the Board, JE Dunn Construction 

Harry Clark

Author and Founder, Pathway Partners, LLC

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Sara Hamilton

Founder and CEO, Family Office Exchange

Carrie Hall

Partner, Americas Family Business Leader, Ernst & Young LLP

Robert (Bobby) A Stover, Jr.

Partner, Americas Family Office Leader, Ernst & Young LLP

Doug Pugliese

Director, Wealth Transition Strategies, SEI Private Wealth Management

Nancy Drozdow

Principal and Co-Founder, CFAR

Debbie Bing

President, CFAR

Kevin M. Harris

Managing Director, Family Business Group, Northern Trust

Bruce F. Hoffmeister

Senior Wealth Strategist, National Business Owners Advisory Services Group, Wilmington Trust

Jake Thiessen

Co-Founder, Couples at Crossroads

Nicolee Hiltz

Co-Founder, Couples at Crossroads

Emmett Mosley

Managing Director, JZ Partners

Register Today!

Registration Information

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. 

All registrants receive a free one year subscription to Family Business Magazine ($79 value), or a one-year extension to their current subscription.  Subscriptions include free online access to Family Business Magazine's extensive online archive of articles, organized by topic. Registration fees do not include hotel or travel expenses.

Click here to begin your registration.

Standard Pricing

Family Company Attendees

$2,235--First Attendee from your family company
$1,450--Each additional attendee

For general questions on attendance or help with registration, please contact Justine Wood at (703) 850-5497. Please register all attendees from your company on the Registration Form at the same time.  If you determine at a later time that you need to add registrants, we will need to process the registrations offline in order to apply the discounted registration fees.  To register offline, please email registrant information (name, title, company name, mailing address, phone number and email address) to jwood@familybusinessmagazine.com.  For the payment, please call  Jerri Smith at 215-405-6071 to provide the credit card number or use the Credit Card Authorization Form available here.

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.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on September 22, breakfast and lunch on September 23, and a welcome reception with buffet dinner on September 21, as well as refreshment breaks.

Registration contact:
Justine Wood
Events Director
jwood@familybusinessmagazine.com
(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 jwood@familybusinessmagazine.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 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine 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.

Program

Wednesday, September 21, 2016
 
3 p.m. Registration Opens
 
5 p.m. Opening Session: Defining Wealth Objectives That Work for the Family and the Business
 
How do you balance the cash needs of the business and the wealth needs of the family?  This session will focus on how operating family companies have created objectives for both the business and the family, including how the Nextgen fits in to the vision.
 
Speakers: Chris Vernon, President and COO, The Vernon Company; Dan Agnew, President, The Agnew Company
 
Moderator:  Carrie Hall, Partner, Americas Family Business Leader, Ernst & Young LLP
 
6:15 p.m. Keynote Interview
Doug Wilwerding, Managing Principal, The Optimas Group, LLC
"The mechanics, process and measurements of family business wealth"
 
Interviewed by Peter Begalla, Family Business Magazine Conference and Education Director
 
7 p.m. Welcome Reception and Dinner
 

Thursday, September 22, 2016

7:30-8:30 a.m. Breakfast

8:30-9:30 a.m. Managing the Wealth of the Family Enterprise:  A Framework and Process
 
The family enterprise's wealth, which encompasses the business and the family, can be holistically managed through the use of a strategic framework which results in a clear process for developing specific wealth management and growth tactics.
 
Speakers:  Stuart E. Lucas, Adjunct Professor of Finance, The University of Chicago Booth School of Business; Sara Hamilton, Founder and CEO, Family Office Exchange
 
9:30-10:45 a.m. Strategies for The Wealth of the Business
 
This session will address strategies developed by active family businesses to keep the wealth generated in the business, while also providing liquidity for family members.
 
Speakers: Keith Campbell, Chairman of the Board, Mannington Mills Inc.; George Isaac III, President, GAI Capital Ltd.; Harold L. (Hal) Yoh III, Chairman and CEO, Day & Zimmermann
 
Moderator:  Rhona E. Vogel, CEO and Founder, Vogel Consulting
 
10:45 a.m. Networking Break
 
11:15 a.m.-12:15 p.m. Breakout Sessions/Expert Briefings
 
Business Succession/Transition--A Systematic Process:  Doug Pugliese, Director of Wealth Transitions Strategies, SEI Private Wealth Management
The Family Wealth Conversation--Getting it Started, Keeping it Going: Jake Thiessen, PhD, Nicolee Hiltz, PhD, Couples at Crossroads
Family Offices--The Next Frontier for Business-Owning Families:  Bobby Stover, Jr., Partner, Americas Family Office Leader, Ernst & Young LLP
Generational Wealth Transfer--Using Outside Investment Partners: Emmett Mosley, JZ Partners
Choosing Wealth Management Advisers:  Sara Hamilton, FOX
Making a Market for Your Family Stock:  Rhona E. Vogel, Vogel Consulting
 
12:15-12:30 p.m. Networking Break
 
12:30-1:30 p.m. Lunch
 
1:45-2:45 p.m. Mistakes Millionaires Make
 
Case studies focused on avoiding financial mistakes with both the business and the family.
 
Speaker:  Harry Clark, Author and Founder, Pathway Partners, LLC
 
2:45-3 p.m. Networking Break
 
3-4:15 p.m. Managing Intergenerational Wealth Transfer/Estate Transfer
 
This session will focus on what has worked and what hasn't in wealth and estate transfer for three family businesses.
 
Speaker:  Preston Root, President, Root Family Board of Directors; Dain Kistner, Director, Pitcairn Board
 
Moderator:  Kevin M. Harris, Managing Director, Family Business Group, Northern Trust
 
4:15-4:30 p.m. Networking Break
 
4:30-5:45 p.m. Affirmative/Impact/Passion/Philanthropic investing
 
This session will explore various types of family philanthropy, with a special focus on ensuring these activities can be used to build family cohesion and commitment.
 
Speakers: Caroline F. Davis, President, Keller Enterprises; Chris Beagle, Consumer Insights Project Manager, McKee Foods Corporation; Steve Dunn, Chairman of the Board, JE Dunn Construction
 
Moderator:  Nancy Drozdow, CFAR
 
6:30 p.m. Group Dinner
 
Metropolitan Club
 

Friday, September 23, 2016

7:30-8:30 a.m. Breakfast
 
8:30-9:15 a.m. Keynote Case Study
 
Speaker: Eric Allyn, Former Board Member, Welch Allyn
 
Interviewed by Bobby Stover, Jr., Partner, Americas Family Office Leader, Ernst & Young LLP
 
9:15 a.m.-9:30 a.m.  Networking Break
 
9:30-10:30 a.m. Breakout Sessions/Expert Briefings
 
• Business Succession/Transition--A Systematic Process: Doug Pugliese, Director of Wealth Transitions Strategies, SEI Private Wealth Management
• The Family Wealth Conversation--Getting it Started, Keeping it Going: Jake Thiessen, PhD, Nicolee Hiltz, PhD, Couples at Crossroads
• Family Offices--The Next Frontier for Business-Owning Families:  Bobby Stover, Jr., Partner, Americas Family Office Leader, Ernst & Young LLP
• Generational Wealth Transfer--Using Outside Investment Partners: Emmett Mosley, JZ Partners
• Choosing Wealth Management Advisers:  Sara Hamilton, FOX
• Making a Market for Your Family Stock:  Rhona E. Vogel, Vogel Consulting
 
10:30 a.m.-10:45 a.m. Networking Break
 
10:45 a.m.-12 noon Ensuring That Wealth Grows in the Next Generation
 
Panelists will discuss dealing with entitlement issues, living with wealth and keeping it, and raising kids with wealth. 
Speakers: Peter Bernick, Founder & Managing Partner, River Forest Capital Partners; Nancy P. Bruns, Chair, Investment Committee, Dickinson Company; Clint Greenleaf, Founder and CEO, Pigs and Bricks
 
Moderator:  Bruce F. Hoffmeister, Senior Wealth Strategist, National Business Owners Advisory Services Group, Wilmington Trust
 
12 noon Conference Close and Lunch
 

About Conference

Family Business Wealth 2016 is sponsored by Family Business Magazine, and is the only wealth management and growth conference created for family companies, by family companies.

Who Should Attend

Attendance at this conference is strictly limited to 150 owners, shareholders, family members and in-laws of family businesses/enterprises. The conference is designed to facilitate conversation on important family issues related to wealth management and growth in the acitve family business or enterprise.

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 email dshaw@familybusinessmagazine.com.

Registration

Registration fees do not include hotel or travel expenses. Due to the customization of the conference seating and session assignments, registrations need to be submitted at least one week prior to the start of the conference.  On-site registration is not available.

Attire
The dress code for the conference is business casual to business. Meeting room temperatures will vary, so please bring and wear the appropriate layers of clothing to ensure your personal comfort.

Propose a Topic or Speaker

Contact Peter Begalla, Conference and Education Director, (386) 785-7856 or email pbegalla@familybusinessmagazine.com. Please note that the conference extends a complimentary registration for conference speakers.  In addition, conference speakers are featured in Family Business and Directors & Boards magazines and websites.  Speakers are responsible for their own expenses, to include hotel, meals, and travel.  Proposals promoting company products or services will not be considered.

Advisers and Sponsors

If your company provides services to family businesses, please considering sponsoring the conference.  Access to Transitions conference attendees—by attending the conference, a tabletop exhibit and/or by participating as a moderator/panelist is only available to conference sponsors.   Alternatively, if you are an adviser to family businesses, you may register to attend the conference with a family member for a business you advise. Contact Scott Chase at (301) 879-1613, or email scottchase@verizon.net

Press
Press passes are not available for this conference.

What Attendees Say About Family Business Magazine's conferences

“This is one of the best conferences I've ever attended.  The diversity of topics, the openness and candidness of the attendees, the structure.  All of it was awesome.”
 
"The best ever!  Messages were clear, consistent and well organized.  People shared openly whether on stage or otherwise."
 
"I always learn something new and meet new people experiencing the same things I am.  I've never had a support network like this one."
 
"I was amazed at how open everyone was about sharing their stories.  I got several ideas on dealing with the issues facing our family and our business.  Very beneficial."
 
“Loved having access to dynamic family businesses in a helpful environment.  The speakers were so giving and open--a true gift!”
 
"Good cross section of different family companies dealing with a variety of relatable issues.
got a lot of very valuable information throughout the two days."
 
"Such an open environment--eye opening would be an understatement.  I look forward to coming back next year and bringing more family with me."
 
"Best seminar I have attended.  Focused on family rather than sponsors."
 
"Excellent conference, superbly implemented and presented."
 
“Very well done, with friendly people.  The conference was set up to be very easy to talk to others and the crowd was really good.”
 
“Excellent.  I appreciated all the takeaways from the conference and enjoyed meeting and talking with others.  I liked the positive/negative shared experiences from the family businesses.”
 
“Transitions is just a great place to learn about family business issues.”
 
“I am a small business owner.  Initially, I was intimidated by the general body of large family businesses.  What was amazing to me is that, large or small, we all experience the same issues.  Very inspirational and comforting to know obstacles can be overcome.”
 
“This was an incredible experience!  I am so grateful to my family and my family company that I was asked to attend.  I particularly liked the format of the presentations: panels with excellent moderators and audience questions.”
 
“A wonderful family business conference!  I realized that all sizes of companies go through many of the same issues and we can learn from each other through story and question and answer.”
 
“We are sending our kids to Transitions as soon as possible as a condition to have anything to do with our family business!”

"This is the most rewarding conference I've ever attended.  Everyone has been so candid, genuine and open,  Love that the tone is showing and not telling people what to do."

"I think this was the best run conference that I have ever attended.  So much value.  We will be back."

"Oftentimes I'm excited to go to a conference and then it's unmemorable.  This conference was well-planned, extremely relevant, extremely relevant, unpretentious...and we had a good time."

"Great interaction and sharing.  Brilliant!"

"Transitions is a great mix of information, networking with others in similar situations, and 'best practcice' for future planning."

"This is my sixth transitions and I continue to learn priceless information and make valuable connections with other families."

"Very insightful conference, so many notes I can take back and implement ideas.  Great validation of what we are doing right and where we need to improve."

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

"I was hoping to get the family to raise questions and their awareness. I did not expect to actually walk away with a healthy to do list--things we need to change or do.  Thank you!"

"Incredibly informative, efficient, and the most well-organized and intentionally designed conference I've attended."

"Transitions was an eye-opening experience to help our family business create the appropriate ownership and succession structure for the business to thrive into the 6th generation."

"My goal was to raise awareness within the family of how we could bring governance to the business to make it stronger. I had been receiving resistance to the idea and the family left inspired to start a more formal family council structure and create mission and values statements. Goal accomplished!" 

"It was wonderful being able to relate to all these families going through similar issues.  I learned a great deal and will be able to bring this knowledge back to my fellow G3 cousins."

"Great conference, especially in generating NextGen interest and development."

"Very relevant information in settings that were non-threatening with easy and open discussions."

"I always take a number of practical ideas home with me--well worth the cost!"

"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."

Confirmed Speakers

Peter Bernick

Founder & Managing  Partner, River Forest Capital Partners

Peter Bernick is the founder and managing partner of River Forest Capital Partners, a Chicago based investment company which specializes in investment in early stage consumer products companies. The company has invested across various sectors including food and beverage, consumer technologies and software as a service platforms. 
 
Additionally Bernick serves as Vice President of Investments for Polished Nickel Capital Management, the family office of the Lavin and Bernick families. 
 
Bernick is a graduate of Vanderbilt University and holds and MBA from Kellogg at Northwestern University.  He and his wife and children live in Chicago. 

Nancy P. Bruns

Chair, Investment Committee, Dickinson Company

The Dickinson Family settled in the Kanawha Valley of Virginia (now West Virginia) in 1813, moving west from the Lynchburg area, because of saline brine discoveries. The salt business grew and evolved over the years into what currently is a natural resource management company, a commercial real estate company and an investment holding company. The family has six living members in the 6th generation, 24 in the 7th,  50 in the 8th, and 3 in the 9th. Shares of the companies are held in trusts. Nancy P. Bruns was born and raised in Charleston, WV, where the family enterprise began 200 years ago. She is a chef by training. She worked in many aspects of the restaurant/food service industry before settling in Highlands, NC where she and her husband owned a small restaurant and catering company for 10 years. She now lives in Columbia, SC and splits her time between there and Charleston, WV where Nancy and her brother have started a company, J.Q. Dickinson Salt-Works, that makes an all-natural, hand-harvested finishing salt by solar evaporation. Their ancestors moved to the area in 1813 to make salt so they are reviving the family heritage in their new business.  Nancy serves as Chair of the Investment Committee for the family investment holding company, Hubbard Properties. She is also involved in the family’s charitable giving process. Nancy is in the 7th generation of the family enterprise.

Caroline F. Davis

President, Keller Enterprises

Caroline Davis is an experienced family business executive who works actively in the areas of investments, corporate governance, and philanthropy. In 2015, she was named President of Keller Enterprises, LLC, a family office that manages a portfolio of early-­‐ stage investments, agricultural enterprises, and philanthropic initiatives. Among Keller Enterprises’ holdings is Inglewood Farm, the largest certified organic farm in the state of Louisiana, and one of the largest in the southeast.
 
As President, Caroline works with her colleagues and the Board to oversee current investments, evaluate new business opportunities, and leads the company’s “Good Food” philanthropic efforts, focused on promoting nutrition and healthy eating in Central Louisiana. As part of this work, she serves on the Finance and Community Advisory Committees of the Good Food Project, a community gardening and education program launched in 2011 with the Food Bank of Central Louisiana. She also serves on the Board of the Central Louisiana Economic Development Alliance, which runs an important local foods initiative focused on the agricultural economy of the region. Prior to being named President, Caroline was a Principal on the Keller management team, and previously served on the Board of Directors from 2008-­‐2013, during which she was both the Board Secretary and the chair of the Governance Committee.
 
Earlier in her career, Caroline was a policy aide in the Ohio Senate, a development and external relations manager at the Brookings Institution, and a development manager with Capitol Hill Group Ministry, an organization providing aid and services to homeless and low-­‐income families in the Capitol Hill neighborhood of Washington,  DC.
 
Caroline is a graduate of Vanderbilt University, and holds a Master’s degree in Sociology from Ohio State University. She lives in Washington with her husband and two daughters, and serves on the Board of Trustees of the Sheridan School. Away from work, she is an avid reader, an intrepid walker, a student of yoga, and a baker of cookies.

Preston Root

President, Root Family Board of Directors

Preston Root is President of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 110 years.

He is the great grandson of C.J. Root who founded Root Glass Company in Terre Haute, Indiana in 1901. Root Glass Company designed , patented and manufactured the original 6 1/2 ounce Coca-cola bottle in 1916.

Root Company relocated to Florida in 1950 and started to build what would become one of the largest independent bottlers of Coca - Cola in the United States. Preston has worked for the family business for 35 years in roles ranging from route sales to radio station manager.

In addition, he currently works for MRN Radio--"The Voice of NASCAR"--America's largest independent sports radio network, broadcasting NASCAR and Rolex Grand-Am races from all across North America.

Preston has served on the Board of Directors for the YMCA of Volusia County , Museum of Arts and Sciences of Daytona Beach and The Arc of Volusia and Flagler Counties. In 2010 Preston was named "Top Volunteer in the State of Florida" by The Arc. He also serves on Halifax Health Foundation.

Preston is a certified SCUBA instructor and an EMT. His interests include mountain biking and aviation.

Eric Allyn

Former Board Member, Welch Allyn

Eric Allyn is an experienced Medical Device executive serving on a variety of boards within healthcare and privately-owned businesses. Eric began his career at Welch Allyn in 1982, a 4th Generation family business employing 2,800 people, where he managed a variety of functions and business units worldwide. In 2008, Mr. Allyn moved from his executive role to join Welch Allyn's Board of Directors, a natural result of having led the company's transition from the 3rd Generation of Owners/Managers to the 4th Generation of Owners employing outside management. He is currently Chairman of the Voting Trust, the entity which controls the company's voting stock. He also served on the Audit, Compensation/Management Development, and Science/Technology Committees.

Outside of Welch Allyn, Mr. Allyn serves on many other boards. He is Chairman of the Board of Auburn Hospital, a role he has held since 2008, and was selected to the Board of Governors of the Hospital Trustees of New York State (HTNYS). In addition, Eric serves on the Board of Directors of GOJO (makers of Purell), Diffinity Genomics, Family Enterprise USA, and several small family business boards. He is a past Board Member of Hand Held Products (sold to Honeywell in 2007), and Everest-VIT (sold to GE in 2005). He is a frequent speaker at Family Business seminars across the country.

Mr. Allyn is the Founder and Managing Partner of a private Investment Fund, is Chairman of the Investment Committee of two separate private foundations, and has been the lead investor in several Med-Tech companies in upstate New York.

Mr. Allyn lives in Skaneateles New York with his wife and three daughters, and is actively involved in community organizations across the Central New York region.

Keith Campbell

Chairman of the Board, Mannington Mills, Inc.

Keith Campbell is Chairman of the Board of Mannington Mills, Inc., headquartered in Salem, N.J. Founded in 1915 by the Campbell family, Mannington is now one of the largest flooring companies in the world. It is also the only North American company engaged in the manufacturing and marketing of residential and commercial resilient, laminate, hardwood and porcelain tile floors, as well as commercial carpet and rubber. Mannington Mills employs approximately 2,000 people at its seven manufacturing sites in six locations across the country: Salem, N.J.; High Point, N.C.; Calhoun, Ga.; Epes, Ala.; San Jose, Calif.; and Eustis, Fla. Mannington products are sold throughout North America and worldwide.
 
Keith is the fourth generation of the Campbell family to serve as Mannington's Chairman of the Board. He spent his high school and college summer vacations learning the business by working a variety of jobs in the Salem, N.J., plant. Keith earned a B.A. in Business and History from Muskingum University in 1977. He has spent his entire career at Mannington, holding such diverse positions as District Sales Manager, Assistant Director of Manufacturing, Senior Financial Analyst and Executive Vice President. He joined Mannington's Board of Directors in 1983 and was appointed Chairman in August 1995.
 
Keith and his wife, Shirley, who graduated from the University of South Florida in 1977, have three children and one grandchild.
 
Keith and Shirley received an Honorary Doctorate of Letters from Rowan University in 2006. Keith also holds an Honorary Doctorate of Humane Letters from Muskingum University, awarded in 2009.

Clint Greenleaf

Founder and CEO, Pigs and Bricks

Clint Greenleaf began his business career working as a staff accountant at Deloitte and Touche and earning his CPA.  After writing his own book, and receiving requests from friends to help publish their books, Clint left Deloitte and started Greenleaf Book Group over his parents’ garage.

Clint used non-traditional methods to grow Greenleaf Book Group into one of the industry’s leading independent book publishers and distributors.  With Clint at the helm, Greenleaf Book Group represented thousands of titles, produced over 30 NY Times and Wall Street Journal best sellers, and was one of INC's fastest-growing companies in America. Clint sold Greenleaf Book Group in 2011, and stayed with the company as CEO and Chairman until 2014.

As the Co-Founder and CEO of Moonshot Brands, Clint applied his innovative spirit to tie two, seemingly-unrelated things together:  baseball and peanut butter.  Together with his teammates, he created HomePlate™, a baseball-themed peanut butter served in every major league clubhouse.

Clint is also the Founder and CEO of:

·         Tree Neutral®, a non-profit company that works to offset paper consumption through reforestation

·         Bambino Balls, a sports-themed baby clothing company

·         Pigs and Bricks, a company that works with banks, financial advisors, schools, families, and individuals to establish a framework for financial education

Having created an innovative and successful business model, Clint speaks to companies and groups all over the world about how they can bring disciplined innovation and entrepreneurialism into their organizations.  He shares his successes and his mistakes to inspire audiences to take action.

Clint is the author of an award-winning, children’s book Give, Save, Spend With The Three Little Pigs, a sequel to the classic fairy tale that teaches kids a practical approach to managing money; Beyond the Piggybank, a parents’ guide for teaching financial wisdom to your children; and The Unwritten Rules of the Workplace: A Guide to Etiquette and Attire for Businessmen, which explains business etiquette as a competitive advantage in down-to-earth language.

Clint is a regular guest on Fox Business Network, and his articles have appeared in publications such as American Express OPEN, Inc.com, CNN Money, and Huffington Post. Clint sits on several Boards of Directors, and has been featured in the Wall Street Journal, Inc. Magazine, Fox, Fox Business News, CNBC, CNN, MSBNC, Money Magazine, Men’s Health, Forbes, Entrepreneur, and others. 

Chris Vernon

President and COO, The Vernon Company

Chris Vernon is the president and chief operating officer of The Vernon Company. He joined the company in 1987 and has served in his present role since 1999.

A fourth-generation family business founded in 1902, Vernon Co. manufactures and markets promotional products programs designed to help other businesses improve brand awareness, recognize employee service and increase revenues. The company has 30,000 customers, served by 270 account executives throughout North America, as well as 200 administrative/production employees in its Newton, Iowa, headquarters and two sign graphics manufacturing subsidiaries based in Missouri and New Jersey. Vernon works with many renowned brands including Delta Airlines, LinkedIn, Mercedes Benz, and Lancôme.

Chris has been named eight consecutive years to the Counselor Magazine Power 50, the annual ranking recognizing the advertising specialty industry's most influential leaders. He is the only Iowan ever represented on the industry Power 50 ranking.

Chris received his B.A. from Northwestern University and later his MBA from the J.L. Kellogg Graduate School of Management at Northwestern. He has been active in national and community organizations including Progress Industries Foundation, Promotional Products Association International, CEO International, World President's Organization, YPO - Iowa Chapter and Northwestern Alumni Admissions Council.

Chris is married and has one son, aged 19.

George Isaac III

President, GAI Capital Ltd.

George Isaac is the founder and President of GAI Capital Ltd. and its George Isaac Consulting Division.  Since 1999, he has provided specialized management consulting services to family businesses and family offices.  His firm advises clients on business wealth realization and asset protection strategies, governance, succession planning, family dynamics, and operational improvement.
 
Isaac also owns and oversees several Gen 1, 2 and 4 family businesses as well as co-manages his Isaac family office, GeoZac Holdings, Ltd.    Isaac’s investment experience includes participating in the formation of a fund of funds hedge fund, actively investing in private equity and early stage transactions, and investing in public securities and options transactions.  Isaac has served on 14 public and private corporate boards for companies ranging in size from $30M to $1B.
 
In 1988, Isaac successfully succeeded the second generation in his family business as CEO. Under his leadership, The Isaac Group grew six fold over eight years through both organic growth and strategic acquisitions. In 1997, Isaac sold its main operating divisions to a public company to provide liquidity to various factions of the family shareholder group. As a senior executive vice president, executive committee member and board member in the acquiring public company, Isaac helped create a $1.2BB national business over two years. 
 
Isaac is a frequent speaker at national and international business meetings and conferences.  He has had numerous articles published on family enterprise issues in international publications. He is a member of Young Presidents’ Organization’s Family Business and Family Office Networks, the CNBC-YPO Chief Executive Network, the National Association of Corporate Directors (prior member), a Senior Program Advisor and Advisory Board Member Chair of USC’s Marshall School of Business Family Business Program, an International Board Member of Chief Executives Organization (CEO) and a prior advisory board member for the University of Michigan and University of Toledo Business Schools.  
 
Isaac, a prior Deloitte management consulting partner, was credentialed as a Certified Management Consultant (“CMC”) in 1984 and has an MBA with distinction in Finance & Accounting and a BS Industrial & Operations Engineering degrees from The University of Michigan.

Don DiCarlo, Jr.

Director of Wealth Planning and Senior Wealth Strategist, Wilmington Trust

Donald DiCarlo Jr. is responsible for assisting high-net-worth business owners and executives in developing and implementing complex wealth planning and business succession strategies.
 
Prior to joining Wilmington Trust in 2008, DiCarlo was the Director of Estate Planning and Senior Fiduciary Counsel for the Vanguard Group in Malvern, Pennsylvania. His prior experience also includes the private practice of law and active duty service as a Judge Advocate in the U.S. Army.
 
DiCarlo holds a Juris Doctorate from New England Law School and master’s degrees in both Tax Law and Theology. He earned his undergraduate degree from Villanova University. He currently serves as an adjunct faculty member at Villanova University’s School of Law where he teaches Family Wealth Planning.
 
He is a frequent lecturer and has been published in leading trade journals, including the American Bar Association’s "Real Property, Trust, and Estate Law Journal" and the "Estate Planning Magazine." He has served as Chair of the Tax Committee and a member of the Executive Committee of the Probate Section of the Philadelphia Bar Association.

Dan Agnew

President, The Agnew Company

Now in its fourth generation, The Agnew Company was started by Samuel A. Agnew (1879-1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a family enterprise that has continued to grow through a diversified and diligent approach to investing. The Agnew family has adopted a stewardship approach to their asset base that was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917-1980). Their foresight and commitment to future family generations has made it possible for the third and fourth generations of the family to continue to promote the advancement of intellectual growth, individual responsibility, and wealth management that will help ensure opportunity and excellence for future generations.

Dan Agnew is a third-generation family member who has championed and led The Agnew Company's business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been active on industry and charitable boards.

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Rhona Vogel is the CEO and Founder of Vogel Consulting Group. While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated service in tax and estate planning, as well as unbiased investment advice. As a result, she formed Vogel Consulting – an independent multi-family office.
 
Rhona founded the firm around the concept of integration and is passionate about Vogel’s customized approach. She is actively involved with many of the firm’s largest client families, working intimately to plan, manage and build their wealth for present and future generations. Areas of special interest include tax-efficient investing and direct investment deal negotiations. Testament to her decades of hands-on experience, Rhona frequently speaks on topics ranging from family office best practices to future tax legislation and investment strategies.
 
A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and soon after began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led Andersen’s Family Wealth Planning Group.
 
Rhona gives of her time and expertise on the board of the Wisconsin Historical Foundation and as a member of Marquette University’s School of Business, Dean’s Council of Excellence. She also serves on the board of several private family foundations.

Stuart E. Lucas

Adjunct Professor of Finance, The University of Chicago Booth School of Business

Stuart Lucas has worked as an investment professional for over 30 years. He is the founder, Chairman and co-Chief Investment Officer of Wealth Strategist Partners, LLC, an investment advisor to selected families and entrepreneurs specializing in the management of long-term taxable wealth.  Lucas is a fourth-generation heir of E.A. Stuart, founder of the Carnation Company, best known as the maker of such all-American food products as Carnation evaporated milk, Friskies pet food, Coffee-Mate non-dairy creamer, and Contadina food products. In 1985, the Stuart family sold Carnation to Nestlé, the Swiss-based global food giant.
 
Lucas teaches Wealth and Family Enterprise Management at the MBA level, and designed and teaches the Private Wealth Management executive education program, exclusively for wealth owners, for the University of Chicago Booth School of Business. His book, Wealth: Grow It and Protect It (FT Press, 2013), in its second edition, has been published on three continents and has been used in both the Chicago Booth and Wharton Schools' Private Wealth Management programs. He is the author of numerous articles on investing and wealth management, including "The 50% Rule."
 
Lucas founded WSP in 2004 as the successor to his family's investment platform; the family remains a client of WSP. Previously, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase), General Manager of European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.
 
In addition to serving his private clients, Lucas is Chairman of the Investment Committee of National Public Radio and board member of the NPR Foundation. He is also Vice Chairman of the Board and co-chairs the investment committee of the Stuart Foundation, a $500 million foundation dedicated to improving public education and child welfare in California and Washington. He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.

Sara Hamilton

Founder and CEO, Family Office Exchange

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 490 globally-minded family enterprises and their advisors based in 20 countries. Since 1989, FOX has made financial solutions accessible to business owning families by fostering dialogue among wealth owners and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors. 
 
Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. For the past 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association.
 
Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM, and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.

Chris Beagle

Consumer Insights Project Manager, McKee Foods Corporation

Chris Beagle is a fourth-generation shareholder and Consumer Insights Project Manager of McKee Foods Corporation. He has his Masters in Financial Management and has worked in Finance and Accounting, as a teacher in Taiwan, and now in Market Research. He and his wife Laura enjoy traveling, reading, spending time with friends and family, and learning about others’ lives and cultures. They and their two little dogs live in Chattanooga, TN near the family business (McKee Foods, maker of Little Debbie, Sunbelt Bakery, Heartland Brands, Drake’s Cakes, and Fieldstone Bakery).

Doug Wilwerding

Managing Principal, The Optimas Group, LLC

Doug Wilwerding is the founder and Managing Principal of The Optimas Group, LLC, a venture investment firm founded in 2008.  Doug and the Optimas team guide capitalization efforts and work closely with management teams to develop differentiated market positions and create lasting value. The Optimas Group portfolio companies focus on business to business services, technology, and specialty finance.
 
Currently, The Optimas Group, LLC invests in:
 
• Adventos- focused on enabling municipal governments and public safety entities in providing for safer communities through better logistics and resource management technology;
• AllCom Global Services - a prime and sub-contractor providing communications infrastructure engineering and installation to the government sector;
• Javlin Capital – offers specialty financing to the consumer finance, real estate, legal, and healthcare markets;
• Phenomblue - an integrated communications, branding, and marketing strategy partner serving domestic and international markets;
• MySidewalk - the leading provider of municipal and electoral geospatial data mining and analysis services; and
• Vendorin - the leading pure-play provider of automated payment outsourcing for business, industry, and professional services.
 
Prior to founding The Optimas Group, Doug worked from 1986 to 2008 in the accounts receivable management industry with Accent Service Company, Accent Insurance Recovery, Omnium Worldwide, and West Corporation. During that time, Doug developed an in-depth understanding of consumer finance, commercial finance, telecommunications, insurance, and healthcare accounts receivable in U.S., Central American, and South American markets. Through his career Doug has held a variety of leadership positions on industry boards in both the consumer credit and health insurance sectors.
 
Following his leveraged buyout of Omnium Worldwide in 1998, Doug served as Chairman and CEO until he sold the company to West Corporation in 2007. In 2008, after completing post transaction integration and leadership transition, Doug left West Corporation to form The Optimas Group, LLC. In 2016 Doug assumed the roles of Chairman and CEO of Vendorin, LLC along with his role as Managing Principal of The Optimas Group, LLC.
 
In addition to serving on the boards of the Optimas portfolio companies, Doug's board experience includes banking, industrial machinery, livestock and agriculture, business services, and technology companies ranging in annual revenue from a few million dollars to more than $500 million.
 
Doug holds BSBA and MBA degrees from the Daniels College of Business at the University of Denver in Denver, Colorado.
 
Doug and his wife Elaine have three grown daughters and are active in charitable organizations throughout Omaha. They live in Omaha,Nebraska and Steamboat Springs, Colorado. Doug is an avid fly fisherman, golfer, snow skier, and cyclist.

Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

Hal Yoh is Chairman and Chief Executive Officer of Day & Zimmermann (dayzim.com), a leader in construction & engineering, staffing and defense solutions for leading corporations and government agencies around the world. Headquartered in Philadelphia, PA and ranked as one of the largest private companies in America by Forbes, the company operates from more than 150 worldwide locations with a workforce of over 50,000. Day & Zimmermann is a former recipient of the U.S. National Family Business of the Year award. Since becoming Chairman and CEO in 1999, Mr. Yoh has continued the company’s dedication to its values-based culture and promise to its customers – We do what we say.
 
Mr. Yoh is active in many industry and professional associations including roles as past Chairman and current board member of the National Defense Industrial Association (NDIA), past Chair of the Construction Industry Institute (CII), and member of the steering committee for the Defense Industry Initiative on Business Ethics & Conduct. He is a member of the Business Roundtable and previously served on the Board of Directors for Teleflex (NYSE:TFX). In 2013, Mr. Yoh was inducted into the National Academy of Construction, and he was awarded ‘Master Entrepreneur’ for Greater Philadelphia as part of Ernst & Young’s Entrepreneur of the Year program.  
 
A strong believer in civic and community service, Mr. Yoh was recently appointed Chair, Philadelphia Airport Advisory Board and currently serves as a Trustee of the Franklin Institute, a past board member of WHYY, and an executive committee member and past chair of the Greater Philadelphia Chamber of Commerce. He also has served on numerous boards and committees for Duke University. 
 
Mr. Yoh is a graduate of Duke University with a Bachelor of Science degree in Mechanical Engineering and Material Sciences and he holds a Master of Business Administration from The Wharton School of Business at The University of Pennsylvania.  

Robert (Bobby) A Stover, Jr.

Partner, Americas Family Office Leader, Ernst & Young LLP

Bobby Stover is EY’s Americas Family Office Leader as well as the leader of the Southwest U.S. region Private Client Services Practice.  His primary focus in both roles is on advising family businesses, their owners and family members on how to grow and preserve their wealth, while, in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. Bobby also has extensive experience advising families on the set-up and structure of their family office and private foundations.
 
Bobby has over 23 years of experience serving family companies, specifically in the area of helping to resolve the personal, transitional and tax challenges faced by family businesses.  Bobby is a regular instructor and speaker at seminars on business succession and wealth transfer issues throughout the US and most recently presented The Evolving Role of CFO in Family Business at the 2015 IMA annual conferences and Understanding the Modern Family Office and Family Office Alternatives at the 2013 AICPA Advanced Personal Financial Planning Conference.
 
Bobby has a Bachelors of Business Administration in Accounting from the University of New Mexico Anderson School of Management.  Bobby is a Certified Public Accountant in New Mexico and Texas.  He is a member of the American Institute of Certified Public Accountants, New Mexico Society of CPAs and the Texas Society of CPAs.

Steve Dunn

Chairman of the Board, JE Dunn Construction 

Steve Dunn Steve joined JE Dunn as a real estate officer in 1975. He was promoted to Assistant Vice President in 1976 and assumed responsibility as Director of Safety and Affirmative Action in 1977. He was promoted to Vice President and Assistant Treasurer in 1980, Senior Vice President in 1989, Executive Vice President and Treasurer in 1995, and Chairman of the Board in 2000. Prior to joining JE Dunn, he was associated with Columbia Union Bank. As Chairman of the Board he leads and facilitates the Board’s functions and responsibilities. JE Dunn Construction was founded in 1924. Today, the family-owned company is the 10th largest general building contractor in the United States, and is a leading provider of construction management services, design-build and integrated project delivery.

Carrie Hall

Partner, Americas Family Business Leader, Ernst & Young LLP
As the Americas Family Business Leader, Carrie leads EY's family business network comprised of professionals throughout North, Central and South America as well as Israel, responsible for providing holistic solutions to family business clients. Working closely with other country leaders around the globe, she ensures a fully integrated solution set for both the family and the business wherever they may reside. 
 
Carrie is a trusted advisor and has been published in national and global publications including The Wall Street Journal, New York Times, Harvard Business Review, Fortune and Financial Times. With Kennesaw State University, she conducted and published a first of its kind global survey of the world’s largest family businesses. The latest report from the survey, "Can embracing conflict spur positive change? How the world’s largest family businesses resolve conflict," was released in August.
 
She is a requested speaker and most recently presented at the Global EY World Entrepreneur Of The Year™ 2016 Forum in Monaco and at the Family Firm Institute Global Conference in London. Carrie is the executive sponsor of the Family Business program at the EY Strategic Growth Forum™, an exclusive by-invitation-only CEO conference and the country’s most prestigious gathering of high-growth, market-leading companies.
 
She is a graduate of the EY Executive Program at the Kellogg School of Management, Northwestern University. She attended the University of Central Florida (UCF) for undergraduate and graduate studies. Carrie is a licensed CPA in Georgia and Florida and a member of The American Institute of Certified Public Accountants.  Carrie was honored to be inducted into the UCF’s College of Business Administration’s Business Hall of Fame for exceptional professional achievements in her field in 2016.
 
Carrie sits on the University of Central Florida’s College of Business Administration Dean’s Advisory Board and is a member of the Women of Tocqueville of the United Way of Greater Atlanta. Away from work, she enjoys traveling, wine tasting and hiking.

Doug Pugliese

Director, Wealth Transition Strategies, SEI Private Wealth Management

Douglas Pugliese is Director of Wealth Transition Strategies for SEI's Private Wealth Management business segment. In this role, Doug is responsible for assisting new and existing ultra-high-net-worth clients to evaluate optimal alternatives for monetizing their business holdings and other illiquid assets to create diversified, investible wealth. Doug joins the firm with more than 16 years of experience in financial advisory roles as a trusted senior advisor to CEOs, senior executives, and boards of directors.
Prior to joining SEI, Doug served as Executive Managing Director and Principal of the Northeast region for a valuation consulting and financial advisory firm. In this role, he was responsible for developing and driving business growth while managing the New York and Philadelphia offices.

Previously, Doug was a Managing Director in the Investment Banking Division at Bear, Stearns & Co. Inc. In this capacity, he developed and executed strategic merger & acquisition and financing transactions worth more than $12 billion while based in the firm's New York and London offices.

Doug has conducted business all over the world, having lived and worked for more than 10 years in Latin America, Europe, and Africa. He also served as an officer and pilot in the United States Navy. He holds a Bachelor of Arts in economics and Spanish literature from the University of Pennsylvania and a Master of Business Administration in finance from the Stern School of Business at New York University.

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.

Debbie Bing

President, CFAR

Debbie Bing, President, is a member of CFAR’s next generation of leaders. She heads up CFAR’s Boston office and is a member of CFAR’s board of directors. She also co-leads the firm’s Family and Owner-Led Business practice group. Debbie’s specialty is helping family businesses and philanthropies create leadership, strategic and continuity plans that bridge the interests of family, business (when an operating company is in the mix) and its owners, across generations. Debbie works with senior and next-generation family members to design governance structures and forums that engage family members, guided by shared goals for the entire family enterprise. Debbie views conflict as a useful starting point for a productive exchange about organizational priorities and performance. She helps business leaders and executive teams build collaborative approaches to their most pressing challenges, particularly when managing the multiple pressures of mission, performance, culture, competencies and competition.

She is an experienced speaker and has presented to many owner-led and family business audiences, including the Family Firm Institute, the Council on Foundations Philanthropy Conference and the International Society for the Psychoanalytic Study of Organizations (from which she won The Bridger Award in 2008 for her paper “Crowding Out the Space: The Weakness of a Strong Leader”). As a second-generation owner of CFAR, she draws on personal experience in working through the dilemmas of strategy and succession. Debbie holds a master of arts in international law and diplomacy from the Fletcher School at Tufts University.

Kevin M. Harris

Managing Director, Family Business Group, Northern Trust

Kevin M. Harris is a Senior Vice President at The Northern Trust Company, Chicago. He is the Managing Director of the Family Business Group, which consists of a team of professionals who manage, value, advise and act in officer and director capacities for closely held entities held by Northern Trust in either an advisory or fiduciary capacity. Kevin has extensive experience in income, gift and estate tax planning as well as the administration, management and governance of closely held business entities. Kevin serves in an officer and/or director capacity in a number of companies held in the Family Business Group’s portfolio that Northern Trust holds in a fiduciary capacity. He engages with business owners in addressing their needs and in developing strategies to assist them in achieving their goals.
 
Kevin assists Northern Trust relationship managers in addressing the family dynamics that many times surround the ownership of closely held businesses. He has also had hands-on involvement in engagements addressing strategic planning, governance, business restructurings and the marketing and sale of closely held entities. 
 
Kevin joined Northern Trust in February 2005 after having spent 12 years in the family office industry. Most recently, he served in a CFO role for a first-generation family office and held officer- and director-level positions in a number of its portfolio companies. He has hands-on experience working with companies ranging from start-ups to mid-sized businesses, including organizations that are growing as well as those requiring “change management.” Previously, he worked in public accounting, including seven years with Arthur Andersen, Chicago.
 
Kevin is a Certified Public Accountant and a Certified Financial Planner (CFP®)

Harry Clark

Author and Founder, Pathway Partners, LLC

Mr. Clark is CEO Coach, author and speaker on entrepreneurship and family business.  He is passionate about helping educate and develop entrepreneurs. Harry founded Pathways Partners, LLC as a platform for the education and coaching of CEOs of private and public companies. Mr. Clark has over thirty years’ experience in a large variety of industries, including management consulting, financial services, real estate development, construction, manufacturing and consumer products.
 
Mr. Clark was formerly the CEO and co-founder of a $100 million modular design-build and development company serving the educational and health-care markets. The company earned its ranking on the Inc. 500, recognized as one of the fastest growing privately held companies in the US.
 
Mr. Clark was also CEO and founder of the nation’s leading municipal financial services firm. In this capacity, Mr. Clark was involved in 1,500 debt issues totaling in excess of $2 billion. The company was ranked in the Inc. 500 and he was also awarded Entrepreneur of the Year. Mr. Clark sold this company to MBIA, a $14 billion Fortune 100 company.
 
After graduate school, Mr. Clark was a senior consultant for Deloitte Touche and Ernst & Young. Mr. Clark earned a Bachelor of Science and Masters in Business Administration from California State University, Long Beach, with international studies at the University of Copenhagen, Denmark.
 
Mr. Clark is a highly rated speaker on entrepreneurship. He has been a member of Young Presidents Organization (YPO) for over 22 years and presently serves as the Chair for the Americas for the YPO Entrepreneur + Innovation Network.  His typical audience consists of business leaders including entrepreneurs, family businesses and executives.

Bruce F. Hoffmeister

Senior Wealth Strategist, National Business Owners Advisory Services Group, Wilmington Trust
Bruce Hoffmeister is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs as part of the National Business Owners Advisory Services Group.  Bruce works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan. 
 
Bruce has over two decades of experience in estate and financial planning for high net-worth families and closely held business owners.  Prior to joining Wilmington Trust, he was a Senior Financial Planner with Wells Fargo, N.A., where he was responsible for financial and estate planning for individuals with complex situations  and business owners of the Private Bank for the mid-Atlantic region.  He previously headed the Trusts and Estates practice group as a partner in the Washington, DC law firm of Feldesman Tucker Leifer Fidell LLP.  He began his career as a tax associate with Price Waterhouse in St. Louis and was subsequently a tax associate with the law firm of Fisher Wayland Cooper & Leader in Washington, DC.  
 
Bruce holds a JD from the Washington University School of Law and earned a bachelor’s degree in Accountancy from the University of Illinois in Champaign.  He is also a certified public accountant.
Bruce is admitted to practice law in the District of Columbia, Illinois, and Missouri.  He is a member of the DC Estate Planning Council and the District of Columbia, Missouri, and American Bar Associations.  He is also a member of the AICPA and the Illinois CPA Society.
 
Bruce has been quoted in the Wall Street Journal, New York Times, and Bloomberg News and been a guest on Public Radio regarding financial and estate planning topics

Dain Kistner

Director, Pitcairn Board

Dain Kistner is a fifth generation family member and a Director of Pitcairn’s Board. He is also a member and past-Chair of the Family Council.
 
Dain joined the family enterprise as an employee in 1999. During his tenure, he has worn several hats, including Business Information Manager, Chief Information Officer, and currently Director of Single Family Office Strategy. The common theme running through all these roles is a passion for working at the intersection of family, business, and technology to drive the best possible outcomes for Pitcairn’s clients and shareholders.
 
Dain has an Executive MBA from Villanova University and a BA in Economics from Colgate University. In 2009, he was nominated for the Family Wealth Alliance 40minus Award, which honors executives under 40 years that are leaders in the wealth management and multi-family office industry.

Jake Thiessen

Co-Founder, Couples at Crossroads

Jake Thiessen is co-founder of Couples at Crossroads, a company dedicated to coaching couples through the challenges of balancing professional life and personal/family life.  He has worked with couples for over 35 years.
 
Jake grew up on the plains of Central Kansas, the product of a farming community.  The simple, hard-work ethic of that experience has had the effect of defining his approach to life.  For much of his adolescence he worked with his father who managed a small flourmill.  The father-son work place bonding that occurred during those years created an appreciation for the overlap that can occur between home life and work life. 
 
After college, Jake spent a year in France for language study followed by two years teaching English as a second language on an oasis in the Algerian Sahara. The shift from rural Kansas to Europe then to North Africa give him a profound appreciation for the differences that occur between individuals and cultures.  It created a capacity for empathy that remains a central feature in his work today. 
 
Responding to a long-standing desire to work with couples and families, upon his return to the States, he pursued graduate school eventually earning a doctorate in Family Relations at Texas Tech University.  After graduate school he taught marriage and family at the university level for 15 years while maintaining a private practice in marriage and family therapy.  With an entrepreneurial spirit, he left academia to work full time helping couples navigate the life cycle from marriage to parenting to, occasionally, divorce and remarriage.
 
Today, Jake enjoys bringing the simplicity of a Kansas farming community and the complexity of cross-cultural experience to his work with couples and families. His work is rooted in an appreciation for paradox.  
 
Jake lives in Central Pennsylvania with his partner, Nicolee Hiltz.  He has three grown children. He enjoys reading, writing, collecting art, walking his dogs and binge watching British crime dramas.

Nicolee Hiltz

Co-Founder, Couples at Crossroads

Nicolee Hiltz is co-founder of Couples at Crossroads, a company dedicated to coaching people through the challenges of balancing professional and personal/family life. She has been a practicing psychologist for 25 years. 
 
Nicolee grew up in a small Central Pennsylvania community nurtured by a large, loving, Italian family. Her mother was a homemaker and father was a civil engineer who had the good fortune of retiring from the first job that hired him. In addition to engineering, Nicolee’s father cultivated an entrepreneurial spirit by specializing in land development and surveying. She often assisted with surveys and drafting. As a result, her father’s small business served as an example of how entrepreneurship and family time can support each other.
 
Since earning her doctorate in Psychology at Temple University and starting her professional career, Nicolee has worked as a consultant to public and private schools evaluating students and providing recommendations that enhance the learning experience. In addition, she focused on teacher efficacy, classroom management and school success. 
 
Nicolee is especially proud of her Red Cross volunteer service following the Gulf hurricanes, Katrina and Rita. During that time she helped create a mental health clinic that served individuals, families, volunteers, professionals and first responders.  Calling on her fundraising skills, she was able to help build a child-safe play zone as well as a family recreation and fitness center.
 
In 2011 she brought her childhood introduction to the entrepreneurial life, her experience as an educational consultant, her clinical skills and her desire to serve together to focus on helping couples find fulfillment personally and professionally.  Her avocation as an artist adds creativity to her endeavors and makes her work lively and engaging.
 
She has two grown children and lives in Central Pennsylvania with her partner, Jake Thiessen. She enjoys the creative process, reading, travel and the guilty pleasure of home improvement television shows. 

Emmett Mosley

Managing Director, JZ Partners

Emmett Mosley joined Jordan Industries, Inc. in 1997 and became a Managing Director of JZ Partners in 2005.  During his tenure he has structured and completed numerous buyout and strategic build-up transactions in manufacturing, internet and service related industries.  Mr. Mosley's responsibilities have included business valuation, due diligence management, negotiating and structuring transactions. His current responsibilities include sourcing, structuring, negotiating, and executing transactions sponsored by JZ Partners. He received a BA in Psychology and Business Marketing from the University of Notre Dame.

Conference Location

71 East Wacker Drive, Chicago, IL 60601
Phone:  1-312-346-7100
 
The Conference hotel room block is sold out.  Please check below for alternate accommodations.
 
The Wyndham Grand Chicago Riverfront hotel welcomes guests to an upscale hotel near the intersection of Wacker Drive and Michigan Avenue in the core of bustling downtown Chicago.  This full-service hotel is just steps from The Loop – Chicago’s theatre and cultural district – and several renowned Chicago business headquarters. Access the legendary Magnificent Mile, a mere stroll across the Chicago River nearby.  All of the 334 over-sized rooms at this Chicago hotel have been designed for optimum comfort. Free Wi-Fi, large desks and ergonomic chairs make in-room work trouble- and stress-free while plush bedding, 37-inch flat-screen plasma TV’s, and iPod docking stations create the fully connected hotel experience.  Every room is equipped with complimentary bottled water upon arrival, a mini-fridge, an in-room safe, Keurig one-up coffee maker and hairdryer.  The state-of-the-art fitness facility and 24-hour business center provide productive, energizing amenities for business travelers.  For more information about the hotel, please visit http://www.wyndhamgrandchicagoriverfront.com/
 
Hotel Reservations
A limited number of rooms are available at the reduced Family Business magazine rate of $259 single or double occupancy, plus 16.4% taxes.  Rooms at this special rate are available on a first-come, first-serve basis and reservations may be made by calling reservations at 1-312-346-7100 or 1-800-WYNDHAM and requesting the Family Business Magazine Wealth Management Conference rate before August 31, 2016.  After this date, rooms will be available at the prevailing hotel rate.  If you are planning to extend your stay in Chicago beyond the conference dates, please note the group rate may be available three days before and after the conference dates based upon room availability at the hotel.
 
 
Alternate hotels
 
75 E. Wacker Drive, Chicago
312-357-6400
About $340 per night with taxes, non-refundable rate.  The Wed. night rate is slightly higher than the Thu. night rate.
 
230 N. Michigan Avenue, Chicago
312-334-6767
About $340 per night with taxes, non-refundable rate.  The Wed. night rate is slightly higher than the Thu. night rate.
 
151 East Wacker Drive
312-565-1234
About $311 per night with taxes, non-refundable rate.  Rate same both nights.
 
66 East Wacker Drive
312-920-6666
About $325 per night with taxes, refundable rate. 
 
 
Transportation Between Hotel and Airport
The hotel is located approximately 18 miles from Chicago O’Hare International Airport (ORD) and approximately 11 miles from Midway International Airport (MDW).  The hotel does not provide shuttle service between the airports and the hotel.  
 
 
 

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Registration Information

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. 

All registrants receive a free one year subscription to Family Business Magazine ($79 value), or a one-year extension to their current subscription.  Subscriptions include free online access to Family Business Magazine's extensive online archive of articles, organized by topic. Registration fees do not include hotel or travel expenses.

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Standard Pricing

Family Company Attendees

$2,235--First Attendee from your family company
$1,450--Each additional attendee

For general questions on attendance or help with registration, please contact Justine Wood at (703) 850-5497. Please register all attendees from your company on the Registration Form at the same time.  If you determine at a later time that you need to add registrants, we will need to process the registrations offline in order to apply the discounted registration fees.  To register offline, please email registrant information (name, title, company name, mailing address, phone number and email address) to jwood@familybusinessmagazine.com.  For the payment, please call  Jerri Smith at 215-405-6071 to provide the credit card number or use the Credit Card Authorization Form available here.

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.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on September 22, breakfast and lunch on September 23, and a welcome reception with buffet dinner on September 21, as well as refreshment breaks.

Registration contact:
Justine Wood
Events Director
jwood@familybusinessmagazine.com
(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 jwood@familybusinessmagazine.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 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine 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.

Ideal For:

  • Family business CEOs/Chairs/CFOs
  • Family trust directors and executives
  • Family business shareholders
  • Family council leaders and members
  • Family office leaders

Sponsors

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 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 brother and his son-in-law 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.