Transitions 2011: Family Governance, Legacy, Wealth and Generational Change

The conference created for family companies by family companies

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

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

    Plus: 

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

    Featured Speakers

    Timothy B. Hussey

    President and CEO, Hussey Seating Company

    Philip A. Clemens

    Retired Chairman and CEO, The Clemens Family Corporation

    Jim Ethier

    Chairman of the Board, Bush Brothers & Company

    Lansing Crane

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

    Harold L. (Hal) Yoh, III

    Chairman and CEO, Day & Zimmermann

    Anne Eiting Klamar, MD

    Chairperson, Midmark Corporation

    Thomas M. Bloch

    Former CEO, H&R Block

    Register Today!

    Register Today

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

    Standard Registration

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

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

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

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

    Or contact:

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

     

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

    Program

    Preliminary Agenda
    (Subject to change)

    Wednesday, April 6, 2011

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

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

    pwcweb2_192Sponsored by PwC LLP

     

     

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

    Thursday, April 7, 2011

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

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

    Session One: Family Legacy as a Strategic Advantage

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

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

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

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

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

    10:15 a.m. to 10:30 a.m. Networking Coffee Break
    Sponsored by
     bessemer_165and  oxfordgrouplogo_192

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

    Session Leaders: Ross Born, Dennis T. Jaffe 

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

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

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

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

    12:10 p.m. to 1 p.m. Lunch

     bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management

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

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

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

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

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

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

    2:45 p.m. to 3 p.m. Networking Break
    Sponsored by bessemer_165and  oxfordgrouplogo_192

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

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

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

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

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

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

    7 p.m. to 10 p.m. Dinner

    srr_174_01Sponsored by Stout Risius Ross

     

     

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

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

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

    Friday, April 8, 2011

    8 a.m. to 8:45 a.m. Breakfast

    Session Three: Preserving Family Values and Growing Family Wealth

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

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

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

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

    Moderator: Barbara Spector, Family Business Magazine 

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

    10:45 a.m. to 11:15 a.m. Networking Break
    Sponsored by bessemer_165and  oxfordgrouplogo_192

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

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

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

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

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

    Developing a measurable action plan.

    bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management

     

     

     

    About Conference

    "Transitions 2011: Family Governance, Legacy, Wealth and Generational Change," conference presented by Family Business Magazine and Stetson University's Family Enterprise Center, at the Grand Bohemian Hotel, Orlando, Fla. Program will feature three half-day sessions focused on delivering information and ideas you can put to work now for your family company:

     

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

     

    Featured family speakers include Thomas M. Bloch, former CEO, H&R Block; Ross Born, co-CEO, Just Born Inc.; Phillip A. Clemens, chairman and CEO, The Clemens Family Corporation; Lansing Crane, former chairman and CEO, Crane & Co.; Timothy B. Hussey, president and CEO, Hussey Seating Company; Richard C. Kessler, chairman and CEO, The Kessler Collection (owner of the Grand Bohemian Hotel); Scott Livingston, president & CEO, Horst Engineering; Mark Peters, president, Butterball Farms; and Harold L. Yoh III, chairman and CEO, Day & Zimmermann Inc.

    To view the complete conference agenda and speaker list and to register, visit www.familybusinessmagazine.com/transitions

    Confirmed Speakers

    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.

    Timothy B. Hussey

    President and CEO, Hussey Seating Company

    Tim Hussey, President and Chief Executive Officer of Hussey Seating Company, joined Hussey in 1982. After holding positions in manufacturing, sales and operations, he was named President in 1995, and was named President and CEO the following year.

    Tim received his bachelor’s degree from Colby College in 1978, and his master’s of business administration from Cornell University in 1982. 

    Tim currently serves as a Board member of Educate Maine and the Davis Foundation. He has previously served on the Boards of Colby College, Maine Economic Growth Council, Maine Development Foundation and RSU 21 School Board. He is a member of the World Presidents Organization.

    Tim lives in Kennebunk, Maine with his wife Marcia, and they have three adult children.

    Founded in 1835, Hussey Seating Company is one of the oldest family-owned business in Maine, and currently managed by the 6th generation of the Hussey family.  Hussey is a world leader in developing and manufacturing seating solutions, and their full line of top quality spectator seating products includes fixed plastic, padded and upholstered chairs, telescopic platforms and telescopic gym seats.  Hussey serves the education and sports markets including installations in stadiums, arenas, gymnasiums, auditoriums, convention centers, and performing arts venues.  Hussey products can be found in more than 75 countries and are available from more than 60 dealers, some of which have been offering Hussey products for more than 50 years.

    Jim Ethier

    Chairman of the Board, Bush Brothers & Company

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

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

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

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

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

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

    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.

    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.

    F. Douglas Raymond III

    Partner, Drinker Biddle & Reath LLP

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

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

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

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

    John W. Reininger

    Chief Relationship Officer, The Clemens Family Corporation

    John Reininger is the Chief Relationship Officer of The Clemens Family Corporation. John is a fourth-generation in-law family member.  He began working for Hatfield Quality Meats, the family’s legacy business in 1991. Prior to being named to his current post in April 2007, he spent time working in all areas of the business — livestock procurement, operations, marketing and sales.  As Chief Relationship Officer he serves a shareholder base of 337 shareholders and 400 family members ranging from the second through the seventh generations. 
     
    He and his wife, Karen, have been married for 29 years and have three sons: Andrew 27, Brad 25 and Jason 24 .

    Alyssa Thompson

    Stetson University Family Business Student

     

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

    Anna Nichols

    Managing Director for Content, Family Office Exchange

     

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


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

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

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

    Terrel G. Bressler

    Managing Director, Investment Banking Group, Stout Risius Ross

     

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

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

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

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

    Andrew S. Ward

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

     

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

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

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

    Justin Munizzi

    Stetson University Family Business Student

     

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

    Nina Laureano

    Stetson University Family Business Student

     

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

    Allison P. Shipley

    Principal, Tax - Personal Financial Services Practice, PwC LLP

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

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

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

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

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

    Kirby Rosplock, PhD

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

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

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

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

    Carole Christner and David Christner

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

     

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

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

    Mitchell Kaneff

    Chairman and CEO, Arkay Packaging

     

    Mitchell Kaneff, author of Taking Over: Insider Tips from a ThirdGeneration CEO, is the Chairman/CEO of Arkay Packaging, a 96-year old, family–owned and operated leader in the folding carton industry.  
     
    Under Kaneff’s direction, Arkay continues to be a market frontrunner in providing companies, such as Revlon/Elizabeth Arden, Estee Lauder, Procter & Gamble, and L’Oréal, with cutting-edge product packaging solutions.  Kaneff’s appreciation for customer satisfaction and his understanding of the industry has solidified partnerships with key customers, earning Arkay “Supplier of the Year” awards several years running.  
     
    Kaneff, a graduate of Rochester Institute of Technology, began working at Arkay when he was still in high school, enabling him to expand and develop his expertise in print and management techniques, while refining his entrepreneurial skills – an ability which has contributed powerfully to Arkay’s growing success. 
     
    In addition to locations in Hauppauge, New York and New York City, Arkay built a manufacturing facility in Roanoke, Virginia 22 years ago and in 2008 underwent an expansion to twice its size, a testament to leadership and the quality of the Arkay product.  
     
    In addition to his role as CEO and author, Kaneff is involved with his band, The Young Presidents, performing original rock music in the New York metropolitan area.  The Young Presidents’ third album, FIREHORSE, was released in 2016 and the band recently released an EP, Break Away. 
     
    Mitchell Kaneff lives in New York City with his twin 17-year old sons, Max and Josh, and his wife, Amy. 

    Anthony (Tony) Wilson

    Family Senate Chairman, Bush Brothers & Company

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

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

    Scott Livingston

    President and CEO, Horst Engineering

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

    Thomas M. Bloch

    Former CEO, H&R Block

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

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

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

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

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

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

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

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

     

    About Transitions 2011

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

    Who Should Attend

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

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

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

    What Attendees Say

    (Selected feedback from Transitions 2010)

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

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

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

     

    Transitions Agenda 2011

    Preliminary Agenda
    (Subject to change)

    Wednesday, April 6, 2011

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


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

    pwcweb2_192Sponsored by PwC LLP

     

     

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

    Thursday, April 7, 2011

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

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

    Session One: Family Legacy as a Strategic Advantage

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

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

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

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

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

    10:15 a.m. to 10:30 a.m. Networking Coffee Break
    Sponsored by
     bessemer_165and  oxfordgrouplogo_192

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

    Session Leaders: Ross Born, Dennis T. Jaffe 

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

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

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

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

    12:10 p.m. to 1 p.m. Lunch

     bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management

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

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

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

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

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

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

    2:45 p.m. to 3 p.m. Networking Break
    Sponsored by bessemer_165and  oxfordgrouplogo_192

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

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

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

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

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

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

    7 p.m. to 10 p.m. Dinner

    srr_174_01Sponsored by Stout Risius Ross

     

     

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

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

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

    Friday, April 8, 2011

    8 a.m. to 8:45 a.m. Breakfast

    Session Three: Preserving Family Values and Growing Family Wealth

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

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

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

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

    Moderator: Barbara Spector, Family Business Magazine 

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

    10:45 a.m. to 11:15 a.m. Networking Break
    Sponsored by bessemer_165and  oxfordgrouplogo_192

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

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

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

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

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

    Developing a measurable action plan. 

    bgwm_blkpref300_534 Sponsored by AB Bernstein Global Wealth Management


     

     

    Transitions Registration 2011

    Register Today

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


    Standard Registration

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

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

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

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

    Or contact:

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

     

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

    Transitions Hosts

    Barbara SpectorBarbara Spector

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

    Caro RockCaro Rock

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

    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.

    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.

    Conference Location

    About The Grand Bohemian Hotel, Orlando

    hotelexterior_300

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

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

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

    Transitions Conference group room rates:

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

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

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

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

    Register Today!

    Register Today

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

    Standard Registration

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

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

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

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

    Or contact:

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

     

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

    Sponsors

    Your Hosts