Transitions Canada 2018

The conference created for family businesses by family businesses.
 
Join us for Family Business Magazine’s second annual Transitions Canada conference, September 26-28, 2018 at the Waterside Inn in Missisauga, ON, just minutes from Toronto's Pearson Internatonal Airport.
 
Transitions Canada is unique among Canadian family business forums: all of our speakers are business family members sharing their stories and experiences in a confidential, "no-sell" environment.  This allows for deep conversation and learning for attending family businesses.
 
The theme of Transitions Canada 2018 is "The Power of Family Capital," looking at the following topics:
 
  • Tapping the Expertise of Your Non-Family Executives
  • Developing and Onboarding the NextGen, both Inside and Outside the Business
  • Best Practices for Family Governance:  Councils, Boards, Assemblies and Committees
  • Family Philanthropy:  Creating Long-term Bonds in the Family, Business and Community
  • Looking Deep and Wide In Your Family For Skills and Knowledge the Business Needs
 
Additionally, attendees will attend their choice of moderated breakout sessions and expert workshops on a variety of family business topics, including:
 
  • Performance evaluation for family employees
  • Building a family office
  • The family and business financials:  to share or not to share?
  • Building passion in the family for the family business
  • Special Sessions for: Married-Ins, Siblings, Cousins, and a Next Gen Roundtable.
 
Special Bonus: Continue your learning after the conference with a one year subscription to Family Business Magazine (or a one year extension for current subscribers). You will gain access to the on-line archives of the magazine, featuring over 800 relevant articles and interviews.
 
We Listen. With 20 family conferences to date, we’ve received great feedback from our participants to make our conferences even better. Some of the improvements that make our conferences extremely valued:
 
  • Plenty of time and forums to network with other families. 
  • Shared pre-conference survey results.
  • Our confidential and no sell environment.
  • A pre-conference “Family Business Basics” session for first timers.
  • Conference Pricing on Hotel Rooms the days before and after the conference.
  • Assistance with scheduling and hosting your own family meeting or get together before; during or after the conference
  • Limited attendance (150 guests from between 50 and 65 families). There are no outside advisors permitted. Families may bring a non-family executive or their own family advisor.
  • FAMILY FOCUS: Transitions is brought to you by Family Business Magazine, a third-generation family owned company, and Next Gen Anesti Principal John Neretlis, a G2 in his family business and a G2 married-in of his wife’s family business.

Featured Speakers

Anne Eiting Klamar, MD

Chairperson, Midmark Corporation

Joshua Nacht

Board Member, Bird Technologies

Peter Willson

Chairman & CEO, Willson International Limited

Geena Luckett

General Manager, Luckett Vineyards

Morgan Bayer

Brand Strategy Manager, Concept Rehab, Inc.

Randall Linton

Co-Owner, Interior Care

Jennifer Twigg

President, Twiggs Coffee Roasters

Jesse Longo

Senior Financial Analyst, Longo's Supermarkets

Register Today!

 
 
The cost to attend is listed below. Members of families who have previously attended a Transitions conference (in Canada, the United States or Mexico) receive a 10% discount on their cost of attendance. Your registration also includes a one-year subscription to Family Business Magazine or a one-year extension to your current subscription.
 
Note:  All prices are in Canadian Dollars and are exclusive of HST. US residents and others who wish to pay in USD, please use the US registration form.
 

Standard Registration Pricing

(C$ plus 13% HST)
$1750 First attendee
$1400 Each Additional Attendee
$1200 Each Additional Next Gen (29 and under)
 
For more information Call John Neretlis 647-229-1664 or by email at john@anesti.ca
 
Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 65 family businesses/enterprises who register.
 
All registrants receive a free one year subscription to Family Business Magazine ($79US 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.
 
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.
 
Registration price includes all conference materials, welcome reception with buffet dinner on September 26 as well as breakfast, lunch and dinner on September 27, and breakfast and lunch on September 28, as well as all refreshment breaks.
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director, 13631 Maidstone Lane, Potomac, MD 20854, 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 26

 
2:30-6:30 p.m. Registration
Port Credit Ballroom South
 
3:30-4:30 p.m. Family Business Basics
Port Credit Ballroom Centre
This introductory session will highlight some of the key terms, principles, and challenges of operating a business with your family. Join our expert panel as they discuss and answer your questions about family business basics. This is a “should attend” for newcomers to Family Business conferences.   
 
Speakers: Saul Plener, PwC Canada; Peter Begalla, Family Business Magazine. 
 
5-6:15 p.m. Leaders, Mentors and Confidants: Tapping the Expertise of Your Non-Family Executives
Port Credit Ballroom Centre
 
Speaker: Peter Willson, Chairman & CEO, Willson International Limited
Moderator: Saul Plener, PwC Canada.
 
6:15-6:45 p.m. Opening Keynote
Port Credit Ballroom Centre
 
6:45-9 p.m. Opening Cocktails and Dinner
Hosted by PwC Canada
Breakwater Restaurant and Patio, Main Floor
 

THURSDAY, SEPTEMBER 27

7:30 a.m.-4:30 p.m. Registration 
 
7:30-8:30 a.m. Breakfast
 
8:30-9:45 a.m. Leveraging the Strengths of the NextGen: Development and Onboarding, In or Out of the Business 
 
Speakers: Jesse Longo, Senior Financial Analyst, Longo’s Supermarkets; Geena Luckett, G2 General Manager, Luckett Vineyards; Morgan Bayer, Brand Strategy Manager, Concept Rehab, Inc.
 
9:45-10:15 a.m. Networking Break
 
10:15-11:30 a.m. Profiles in Family Governance: Councils, Boards, Assemblies and Committees
 
Speaker: Anne Eiting Klamar, M.D., Chairperson, Midmark Corporation
 
11:30 a.m.-12:30 p.m. Expert Workshops
 
12:30-1:30 p.m. Lunch
 
1:30-2 p.m. Networking Break
 
2-3:15 p.m. Philanthropy: The Value That Creates Long-Term Bonds in the Family, Business and Community
 
Speakers: Randall Linton, Co-Owner, Interior Care; Kayla Campagna, Rowntree Enterprises; Jennifer Twigg, President, Twigg’s Coffee
 
3:15-3:40 p.m. Networking Break
 
3:40-5:15 p.m. Concurrent Sessions
 
6:30–9 p.m. Family Dinner
Join us for cocktails and a casual family-style dinner at the Crooked Cue located just a short walk from the Hotel. The Crooked Cue is a third-generation family-owned business. 
 

FRIDAY, SEPTEMBER 28

 
7:30-8:30 a.m.  Breakfast
 
8:30-9:45 a.m. Looking Deep and Wide: Harnessing the Unexpected Skillsets in Family Members
 
Speaker: Joshua Nacht, Board Member, Bird Technologies
 
9:45-10:15 a.m. Networking Break
 
10:15-11:15 a.m. Expert Workshops
 
11:20 a.m.-12 p.m. Closing Keynote Address 
 
12–1:15 p.m. Closing and Lunch

About Conference

Transitions Canada 2018 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

Who Should Attend

Attendance at this conference is strictly limited to owners, shareholders, family members, in-laws and executives of 75 family businesses/enterprises. The conference is designed to facilitate conversation on important family issues among generations. There is special programming for family business members aged 15-29, and for those who have married-in to the family business.

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

68% of attendees at Transitions are coming to the conference for the first time; 100% of attendees at our last conference say they'll attend again, and that they'd recommend the conference to other family members.

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 host John Neretlis at (647) 229-1664 or email John@anesti.ca.

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 casual. 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.

Canadian Sponsors:  Contact John Neretlis at (647) 229-1664, or email John@anesti.ca.

US Sponsors:  Contact Mike Bachman at (215) 405-6070, or email mike.bachman@familybusinessmagazine.com

Student Registration

Students who are interested in attending the conference should apply through the standard attendee registration process (submit a registration form for consideration).  Complimentary student registrations are not available.
 
Press
Press passes are not available for this conference.

What Attendees Say About Transitions

“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."
 
“This was a great conference--the person-to person idea exchanges were vibrant”
 
"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.”

 

Confirmed Speakers

John Neretlis

Rowntree Enterprises

John Neretlis has spent much of life involved in various family businesses: as a Next Gen and Now Gen with his family, and as a married-in Next Gen with his wife’s. In addition to running his consultancy for Family Businesses, John has recently partnered with his teenage son in a new venture, and is chairing his married-in family’s Family Assembly where he directs the G3 training program. John holds an MBA from Queen’s University, is a Certified Human Resources Professional (CHRP) and is certified as a Family Enterprise Advisor (FEA). 
 
John volunteers on two boards: Rosseau Lake College, where he serves as Vice-Chair; and  Queen’s University Alma Mater Society. He is also an advisor in the development of Queen’s University’s Generational Wealth program. 
 
He resides in Toronto, Ontario with his wife Susan, son Matthew (15) and daughter Katie (13).  

Anne Eiting Klamar, MD

Chairperson, Midmark Corporation

Dr. Anne Eiting Klamar is chairperson of Midmark Corporation. She joined Midmark in 2000 as president and was appointed CEO in 2003, the fourth generation of the Eiting family to hold a leadership position at the company. She devotes a high quotient of her time to corporate strategy, innovation and driving the company’s growth initiatives in domestic and international markets.
 
Klamar began her career practicing medicine at Family Practice Physicians in Urbana, OH, in 1993 and served as director of the Well Child Clinic. She was elected to Midmark’s board of directors in 1993, and held the position of secretary of the board.
 
A member of the Young Presidents Organization, Klamar serves on several boards, including the HIDA Educational Foundation, the Dental Trade Alliance Foundation, Professional Women in Healthcare and the Dayton, OH, Development Coalition. She recently became an active member of the World Economic Forum, an independent international organization committed to improving the state of the world by engaging leaders in partnerships to shape global, regional and industry agendas.
 
In 2009, Klamar participated in the installation of a dental school in the Republic of Tanzania, facilitated by Miracle Corners of the World. She continues to support global philanthropy in developing countries.
 
Klamar received her Bachelor of Arts degree from the University of Michigan and graduated with her doctoral degree from the Ohio State University. She is also a graduate of the Owner/President Management program at the Harvard Business School.

Joshua Nacht

Board Member, Bird Technologies

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

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

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

Peter Willson

Chairman and CEO, Willson International Limited

Peter Willson joined Willson International Limited in 1997, and is the fourth generation of active Willson family management. Prior to joining the company, Peter worked with Ernst & Young specializing in the audit of healthcare and mining companies.
 
Willson International specializes in Customs brokerage and transborder logistics with a predominant focus on Canada-US trade. 
 
He has served as a director and chair of the Upper Canada Chapter of Young Presidents Organization, has been a member of the Regional council for YPO and of the regional board of directors. 
 
Peter holds a metallurgical engineering degree from Queens University and an MBA from the University of Toronto. He is a chartered accountant and a certified director from the Institute of Corporate Directors.

Geena Luckett

General Manager, Luckett Vineyards

Part of the family business since the ripe old age of 10, Geena is following in her father’s footsteps at the winery. Having graduated from Dalhousie with a Bachelor of Management, and with hands-on experience working with wineries and wines shops here and abroad, she joined the Luckett team full time in 2013 as the go-to-gal for the wildly popular winery events and since is moving her way around the different departments and operations to learn the business inside out!

Morgan Bayer

Brand Strategy Manager, Concept Rehab, Inc.

Morgan Bayer is brand strategy manager for Concept Rehab, Inc. Morgan manages customer and employee communications to reach people in a relevant and engaging way as well as conveying the brand story the company is rooted in: commitment, respect and integrity.
 
Morgan Bayer has a decade of marketing experience in a variety of settings including IT and consumer product distribution. Prior to joining Concept Rehab, Inc., Morgan worked in the marketing agency space where she managed clients that ranged from small to publicly traded and supported their brand development and marketing needs.

Randall Linton

Co-Owner, Interior Care

Graham, Randall and Fraser Linton got their start in the specialty cleaning business by working as a teenager on weekends and evenings at Interior Care, their father´s commercial carpet cleaning business in Toronto.
 
In 1998, the three Linton brothers expanded their business across Canada through the creation of Interior Care National (commercial offices) and ServiceNational, Interior Care´s retail services division.
 
The Lintons are committed to community causes for the less fortunate. Graham and Fraser oversees the complimentary specialty cleaning of Ronald McDonald House in Toronto. Randall is Past President of The Rotary Club of North York; Co-founder and Director of The Sanfilippo Children´s Research Foundation; and a Director of the Canadian MPS Society.
 
In 1998, Randall created ServiceNational, Interior Care´s national retail services division. It now represents Canada's largest floor care provider, serving over 1,200 retail stores annually.
 
Randall is a regular contributor to industry publications and a speaker at trade show conventions. In 2007, he was appointed to the IICRC S-100 Carpet Cleaning Standards Committee to assist in re-writing the Reference Guide.
 
Randall also cares about his community. In 2004, he was the recipient of the ICS Ralph Bloss Humanitarian Award. Then in 2005, he received the Rotary International´s prestigious Paul Harris Fellowship Award for outstanding community and humanitarian service. Three years later, Randall received the Floorcovering Institute of Ontario´s (FIO) first Humanitarian and Industry Leadership Award.
 

Jennifer Twigg

President, Twiggs Coffee Roasters

Jennifer Twigg is president of Twiggs Coffee Roasters. Roasting single origin coffees since 1995, Twiggs has grown to 4 locations and a distribution Centre and is currently expanding. After years of managing the day to day operations which allowed Jennifer to bond with people in the community and to focus on continual improvement, Jennifer now focuses on business development, branding, expansion and Twiggs charitable efforts. 
 
Jennifer shares her business and life experiences and various venues including speaking at the Governor General of Canada’s leadership conference, keynote speaker to the Women in Business group, Nipissing University and Canadore College Business Programs, and the First Nations Nbising School Business Program.  One of Jennifer’s greatest pleasures is hosting coffee roasting demonstrations for young children and groups of students for the opportunity to interact  with them and to address all of their curiosities about the roasting process and the coffee industry.  

Jesse Longo

Senior Financial Analyst, Longo's Supermarkets

Jesse Longo attended Wilfrid Laurier University from 2008 until 2012 and obtained his Honors Bachelor of Business Administration. During his time at Laurier, he worked at KPMG in Waterloo as a co-op student. After graduation, he joined KPMG full time where he obtainedhis CPA, CA designation and worked at KPMG from 2012 until March of 2015. In March of 2015, he decided to leave KPMG and come back to the family business, where he joined the team as a Senior Accountant.

He worked in the Senior Accountant role for three years, and just recently switched roles to a Senior Financial Analyst, supporting business operations. Outside of work, he enjoys playing many sports--including, golf, hockey, and baseball--and he also coaches the Minor Peewee AAA team in Guelph during the winter.

Conference Location

The Waterside Inn Hotel & Conference Center
15 Stavebank Road South
Mississauga, ON
L5G 2T2 
(877) 264-7770     
(905) 891-7770
 
The Waterside Inn is located in Port Credit area of Mississauga, whose motto “Always On, Always Electric” perfectly captures the excitement and charm of this village by the lake. Our location affords the convenience of swimmable beaches a five minute drive away, marinas filled with runabouts and yachts & an array of restaurants and nightlife that offer entertainment options all year round. Called the Muskoka of the GTA, Port Credit is an experience that is truly unique — and unparalleled anywhere.
 
Hotel Reservations
A limited number of guest rooms are available at the reduced Transitions Conference rates: Deluxe Single Suites are $189/night (single or double occupancy) and 2 bedroom suites are $249/night (plus HST and local taxes).  Rooms at these special rates are available on a first-come, first-serve basis, and reservations may be made by calling hotel reservations at +1 877.264.7770 ( US/Canada Toll-free ) and requesting the Transitions Canada rate before August 14th, 2018.  After this date, reservations may be made based on room availability at the prevailing hotel rate. 
 
 
Travel
Toronto Pearson International (YYZ) is serviced by all international airlines, with multiple flights daily from most major North American cities. The 20 minute transfer to the hotel: Taxi/Limo: $30-40, Uber: $20-30
 
Billy Bishop Toronto City Airport (YTZ)  The “Island” Airport is serviced by Porter Airlines with flights from around Ontario & Quebec, Halifax, Moncton, Chicago-Midway, Newark, Boston, Pittsburgh, and Washington-Dulles. The airport is located about 25 minutes from the hotel. Taxi/Uber:  $25-40
 
The Port Credit GO Station is just a short walk (500m) from the hotel. Trains travel regularly from Downtown Toronto Union Station and points west including Hamilton and Oakville. 
 

Register Today!

 
 
The cost to attend is listed below. Members of families who have previously attended a Transitions conference (in Canada, the United States or Mexico) receive a 10% discount on their cost of attendance. Your registration also includes a one-year subscription to Family Business Magazine or a one-year extension to your current subscription.
 
Note:  All prices are in Canadian Dollars and are exclusive of HST. US residents and others who wish to pay in USD, please use the US registration form.
 

Standard Registration Pricing

(C$ plus 13% HST)
$1750 First attendee
$1400 Each Additional Attendee
$1200 Each Additional Next Gen (29 and under)
 
For more information Call John Neretlis 647-229-1664 or by email at john@anesti.ca
 
Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 65 family businesses/enterprises who register.
 
All registrants receive a free one year subscription to Family Business Magazine ($79US 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.
 
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.
 
Registration price includes all conference materials, welcome reception with buffet dinner on September 26 as well as breakfast, lunch and dinner on September 27, and breakfast and lunch on September 28, as well as all refreshment breaks.
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director, 13631 Maidstone Lane, Potomac, MD 20854, 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.

Sponsors

Your Hosts

Conference Hosts: 
John Neretlis has spent much of life involved in various family businesses: as a Next Gen and Now Gen with his family, and as a married-in Next Gen with his wife’s. In addition to running his consultancy for Family Businesses, John has recently partnered with his teenage son in a new venture, and is chairing his married-in family’s Family Assembly where he directs the G3 training program. John holds an MBA from Queen’s University, is a Certified Human Resources Professional (CHRP) and is certified as a Family Enterprise Advisor (FEA). John volunteers on two boards: Rosseau Lake College, where he serves as Vice-Chair; and  Queen’s University Alma Mater Society. He is also an advisor in the development of Queen’s University’s Generational Wealth program. He resides in Toronto, Ontario with his wife Susan, son Matthew (15) and daughter Katie (13).
 
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.
 
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 Family Business Legacy 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.