Transitions East 2012

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Transitions East 2012 is now sold out!

Because last minute changes and cancelations can occur, we have a wait list.  If you'd like to be notified if space opens up for the conference, please click here. Otherwise, please consider registering for Transitions West 2012, to be held November 7-9, 2012 at the Ritz-Carlton Marina Del Rey in Southern California.  The conference website will be posted soon.  But you may register now by clicking here.

Now in its third year, Transitions East 2012, from Family Business Magazine and Stetson University, offers powerful sessions focused on delivering ideas you can put to work now to sustain and build your multi-generational family company.

Transitions East 2012 focuses on three key touchpoints that can make a significant difference in the long term sustainability of your family business:

  • Family Employment Policies: Landmarks and Landmines
  • Ownership Strategies for Multi-Generational Family Enterprises: Who Can and Should Own What?
  • The Family Enterprise and the Extended Family: Fostering Cooperation and Resolving Conflict Among Siblings, Cousins and Married-Ins

This conference is for family companies and enterprises of all sizes and ages.

Featuring:

  • Speakers from family companies: As always, our focus is on speakers from family enterprises, sharing real-life problems and solutions.
  • Collaborative workshops: Opportunities to work through family issues via case studies.
  • Intimate, open environment: Limited attendance, and a private environment in which to share challenges and opportunities with other families.
  • Ask the Experts: A special discussion session with key family business advisers.
  • Special content and sessions for next-generation and married-in family members
  • Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
  • Family focus: Brought to you by family-owned Family Business Magazine, held at a family-owned hotel, with a group dinner at a family-owned restaurant.

Featured Speakers

Jamie Richardson

Vice President, Corporate Relations, White Castle

Chris Herschend

Vice Chairman, Herschend Enterprises; Learning Chair, YPO-WPO Global Family Business Network

Laura Kessler Van Til

President & COO Eastern Operations, The Kessler Collection

Felix Grucci, Jr.

Executive VP & CFO, Fireworks By Grucci

 

Eric Allyn

Former Board Member, Welch Allyn

Steve Landaal

President, Landaal Packaging Systems

 

Jill Lundberg

Lundberg Family Council

 

Tim Schultz

Vice President of Administration, Lundberg Family Farms

 

Joan McVaugh

Finance Manager/Family Council Chairperson, Laboratory Testing Inc.

 

Julie Appling

Board Member, Eddy Family Council

 

Jack Mitchell

Chairman and CEO, Mitchells Family of Stores

 

Ben Grossman

Co-President, Grossman Marketing Group

 

David Grossman

Co-President, Grossman Marketing Group

 

Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

Paul C. Darley

President & CEO, W.S. Darley & Co.

 

Register Today!

 

Transitions East 2012 is currently SOLD OUT.

To be added to our wait list, please click the link below.

Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 130 registrants.

Past attendees of any Transitions Conference, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

Early Registration Discount:  (Expires March 16, 2012)
First attendee from your family company:  $1,395 
Each additional attendee from your family company:  $895
Each additional Next-Generation attendee (ages 15-29):  $695

Standard Registration (March 17, 2012 or later)
First attendee from your family company: $1,595
Each additional attendee from your family company: $1,095
Each additional Next-Generation attendee (ages 15-29): $895

Please note: All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Scott Chase at (301) 879-1613 for information on attending. 

Registration price includes all conference materials, as well as breakfast, lunch and dinner on April 26, breakfast and lunch on April 27, and a welcome reception with buffet dinner on April 25, as well as refreshment breaks.


To be added to our wait list, visit https://www.stetson.edu/secure/forms2/business/family/transitionseast/

Or contact:
Justine Wood
Program Manager
justineawood@me.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 justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee; 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.

 

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Program

Wednesday, April 25, 2012

3-6 p.m.  Conference Registration

6-6:45 p.m.  Opening Session
Welcome

Speakers:  Wendy Libby, President, Stetson University; Caro Rock, publisher, Family Business Magazine; Peter Begalla, Professor, Stetson University

Opening Discussion

Moderator:  Tim O'Hara, Audit Partner, PwC

Speakers:  Richard C. Kessler, Chairman and CEO; Laura Kessler Van Til, President and COO, Eastern Operations; Mark Kessler, president and COO Western Operations, The Kessler Collection (owner of the Grand Bohemian Hotel)
"Generational Transition and Sibling Cooperation in the Kessler Family"

6:45 -9 p.m. Reception, Networking, Entertainment, Dinner, poolside 

Thursday, April 26, 2012

7-7:45 a.m. Group Breakfast

7:45-8 a.m. Welcome

8-8:45 a.m. Opening Family Keynote Address

Harold L. Yoh, III, Chairman and CEO, Day & Zimmermann
"Transitions, Ownership and Governance: The Day & Zimmermann Approach"

8:45-10:15 a.m. Panel: Family Employment Policies: Landmarks and Landmines

Determining which family members can work for the business can be fraught with long-term consequences: How are family members hired? How are they fired? How much should they be paid? Who manages them? And do you compensate non-employee family members who contribute significantly to the family?

Moderator:  Nancy Drozdow, President, Center for Applied Research

Speakers:  Jack Mitchell, Chairman and CEO, Mitchells Family of Stores;  Joan McVaugh, Family Council Chairperson, Laboratory Testing Inc.; Steve Landaal, President, Landaal Packaging Systems

10:15-10:45 a.m. Networking Break

10:45-11:30 a.m. Family Employment Policies Workshop
Case study on family employment facilitated by a family member and consultant. 

Workshop Leader:  Dennis Jaffe, professor, Saybrook University

11:30 a.m.-1 p.m. Panel: Ownership Strategies for Multi-Generational Family Enterprises: Who Can and Should Own What?

A sound shareholder/ownership policy can be the key to the long-term sustainability of any family enterprise. How, exactly, do you define "family"? Who can own stock? How is stock acquired? Who can inherit it? How does marriage, divorce or adoption fit in? How do you prune the family (company) tree?

Moderator:  Justin Zamparelli, partner, Withers Bergman LLP

Speaker:   Julie Appling, Board Member, Eddy Family Council; Preston Root, Root Family Board of Director; Chris Herschend, Director, Herschend Family Entertainment

1-2 p.m. Group Lunch

2-2:45 p.m. Workshop: Ownership Policies for the Family Enterprise

Workshop Leader:  F. Douglas Raymond III, Partner, Drinker Biddle & Reath LLP

Case study on family enterprise shareholder and ownership policies facilitated by a family member and consultant. The focus will be on developing and applying ownership principles with other attendees.

2:45-3:15 p.m. Networking Break

3:15-4:15 p.m. Panel: Ask the Experts

Top family business advisers discuss critical legal and financial issues related to shareholder agreements, sale/liquidity policies, family offices, structures for dividends and reinvestment and more. Panelists will answer audience questions.

Speakers:  Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Arne Boudewyn, Managing Director--Family Dynamics, Education and Governance, Abbot Downing; Mark T. Nash, Partner, Personal Financial Services, PwC; Thomas J. Pauloski, JD, National Managing Director, Bernstein Global Wealth Management

4:15-5 p.m. Keynote Address

Ben and David Grossman, Co-Presidents, Grossman Marketing Group
"Alignment of Interests:  Creating Harmony and Engagement in the Family Company"

5-5:15 p.m. Session Wrap-up: Lessons learned, key takeaways.

Speaker:  Barbara Spector, Editor-in-Chief, Family Business Magazine

5:15-6:15 p.m. Adviser & Family Roundtable Discussions/Networking

Attendees meet in small groups with select advisers to discuss specific family issues. Special roundtables for Next-Generation and Married-In attendees.

6:15-7:00 p.m.  Stetson University Reception

Learn more about Stetson and the Family Enterprise Program. Hosted by Fred and Patricia Lane

7:15-9:30 p.m. Group Dinner
Ceviche Tapas Bar and Restaurant

Speaker:  Joseph Orsino, CEO, Ceviche

Friday, April 27, 2012

7-8 a.m.  Breakfast and Networking

8-9:30 a.m. Panel: The Family Enterprise and the Extended Family: Fostering Cooperation and Resolving Conflict Among Siblings, Cousins and Married-Ins

Focused on helping siblings, cousins, family branches and married-ins to work together. Includes discussion of family codes of conduct, systems for breaking family deadlocks, conflict resolution and communications among the various branches of a multi-generational family enterprise.

Moderator:  Dirk Jungé, Chairman and CEO, Pitcairn

Speakers:  Paul C. Darley, President & CEO, W.S. Darley & Co; Jill Lundberg, Lundberg Family Council member, Lundberg Family Farms; Jamie Richardson, Vice President, Corporate Relations, White Castle; Eric Allyn, Board Member, Welch Allyn

9:30-10:15 a.m.  Workshop: Dealing with Dissent

Workshop Leader:  Ann M. Dugan, Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh

Case study on family enterprise disagreement and dissent by a family member and consultant. The focus will be on developing and applying solutions to a situation that threatens to break up a family.

10:15-10:45 a.m. Networking Break

10:45-11:45 a.m.  Panel: Successful Strategies for Engaging Married-Ins

Married-ins play a special role in the growth of any multi-generational family enterprise. They not only are involved in the development of the next generation of family managers and owners but also can play a role in developing family harmony and culture. This session focuses on best practices for engaging married-ins and welcoming them into the family and the family company.

Moderator:  Sylvia Shepard, Chair, Smith Family Council, Menasha Corporation

Speakers:  Tim Schultz, Vice President, Administration, Lundberg Family Farms, Charlotte Lamp, PhD, Port Blakely Companies; Karen Bichin, Manager, Community Relations, ABC Recycling

10:45-11:45 am  Next Generation Breakout Session

Members of the next generation of family leaders/shareholders in attendance are invited to a special guided workshop with Peter Begalla, professor, Stetson University.

11:45 a.m.-1 p.m.  Panel:  Next-Generation Engagement

What do you do if your next-generation family members find the family business to be "boring"?  How can the next generation work to foster family cooperation with the older generation and their siblings/cousins? This session features next-generation family members, and focuses on their specific strategies for engagement with the family enterprise.

Moderator:  Greg McCann, professor, Stetson University

Speakers:  Terry Kohler, President and CEO, Windway Capital Corp., Torri Hawley, student, Stetson Universit; Henry K. Brown, Senior Vice President and Director of Corporate Affairs, Miller Electric Company

1-2:30 p.m.  Closing Family Keynote and Lunch

Felix Grucci, Jr., EVP and CFO, Fireworks by Grucci

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About Conference

"Transitions East 2012: Sustaining and Building the Multi-Generational Family Company" 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 130 family business/enterprise owners, shareholders and family members. The conference will be ideal for senior family business/enterprise 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 15-29, and for those who have married-in to the family business.

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

NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies.  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 2011)

Rated by 77% of attendees as "Excellent" (and 23% as "Above Average")

"Transitions 2011 was the best conference I have ever attended. The speakers represented a range of family companies, from large to small. The organizers kept the conference moving along and on time." -- Michael T. Misleh, President, multi-unit Skyline Chili franchise group

"BRAVO on an outstanding conference. It was one of the best private company knowledge exchanges I have had the pleasure of participating in over my 16+ years in the industry!" -- Amy O'Brien, Director, PwC

"Finally, a conference for business owners, not just operators and/or managers!" -- Katherine Hayes, HRK Group Inc.

"I was really impressed with the families that attended, and I appreciated the quality of the presentations and content." -- Kirby Rosplock, Ph.D., Babcock Lumber

"A great overall experience. I enjoyed all of the topics." -- Paul Agnew, Alco Holdings LLC

"Phil Clemens talks the talk and walks the walk!" -- Candace Fowler, James W. Fowler Co.

"Ross Born's was an important message on personal and corporate branding, delivered in a lively, animated manner." -- Grant Lovig, Company's Coming Publishing Co.

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Confirmed Speakers

Preston Root

El Presidente, Junta directiva de la familia Root

Preston Root es el Presidente de la junta directiva, una posición que ha sido ocupado continuamente por un miembro de la familia por 110 años.

Él es el bisnieto de CJ Root que fundó Root Glass Company en Terre Haute, Indiana en 1901. Root Glass Company diseñaron, patentaron y se fabrican al 6 1/2 oz botella de Coca-cola original, en 1916.

La empresa de Root se trasladó a Florida en 1950 y comenzó a construir lo que se convertiría en uno de los mayores embotelladores independientes de Coca - Cola en los Estados Unidos. Preston ha trabajado para la empresa familiar por 35 años en las posiciones que van desde ventas de ruta al gerente de la estación de radio.

Además, actualmente trabaja para el MRN Radio - "La Voz de NASCAR" – el red de radio de deportiva independiente más grande de Estados Unidos, emitiendo las carreras de NASCAR y Rolex Grand-Am de todas partes de América del Norte.

Preston ha sido miembro de la junta directiva para la YMCA del condado de Volusia, el Museo de los Artes y las Ciencias de Daytona Beach, y The Arc de condados de Volusia y Flagler. En 2010 Preston fue nombrado "Voluntario Mejor en el Estado de Florida" por The Arc. También es miembro de la Fundación de Halifax Health.

Preston es un instructor certificado de buceo y un EMT. Sus intereses incluyen el ciclismo de montaña y la aviación.

Nancy Drozdow

Principal/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 about 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 currently past-president of FFI’s Mid-Atlantic Chapter. Nancy won 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, the 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.

Henry K. Brown

Senior Vice President and Director of Corporate Affairs, Miller Electric Company

 

Henry K. Brown is the Senior Vice President and Director of Corporate Affairs for Miller Electric Company, as well as a member of the Board of Directors. He is a third-generation officer of the company, following in the footsteps of his grandfather, H.E. Autrey (Chairman), his mother Susan Walden (Executive VP & CFO), and his uncle Ron Autrey (President and CEO).

A Jacksonville native, he attended Stetson University where earned a Bachelor of Business Administration with a major in Accounting and a minor in Business Law. He earned his Masters of Accountancy from Stetson's Business School and is a Certified Public Accountant licensed by the State of Florida. After graduating from Stetson, he started his career as an Auditor for Deloitte where he worked with clients in wide range of industries including Logistics, Manufacturing, Government, and Non-Profit. Following Deloitte, he worked as a Financial Analyst for Atlantic Marine where he was exposed to leading manufacturing and construction practices, as well as JD Edwards ERP software.

Henry returned to the company in 2001 as project manager for the implementation of JD Edwards. Management of this project allowed him to quickly become familiar with all areas of corporate operations. Upon completion of the project, he was named Controller, with responsibility over Accounting and Information Systems. He became a corporate officer in 2003 with his promotion to Assistant Secretary-Treasurer and has since progressively taken on additional management and leadership roles within the company.

In his current role as Senior Vice President, Mr. Brown is a member of the senior management team and responsible for Strategic and Financial planning. In this role, he works closely with Division VPs and Project Managers on all major bids, proposals, and active projects, as well as providing leadership in the areas of Finance, Information Technology, Human Resources, and Risk Management. He is also responsible for coordinating outside professionals for Legal, Accounting, Insurance, and Surety.

In addition to his work at the company, Mr. Brown has been involved in a variety of community and industry organizations. He is currently a member of the Executive Committee of Stetson University's Family Enterprise Center; Co-Chair of NECA's Future Leaders Task Force; a member of the Construction Financial Managers Association; a member of United Way of Northeast Florida's Board of Directors, and a member of the Board of Directors of Affinity Insurance, Ltd. When not at work, he enjoys spending time with his wife Jennifer and their three daughters Gracie (6), Emma (4), and Abby (4).

Karen Bichin

Manager, Community Relations, ABC Recycling

 

Karen is a fourth-generation member of ABC Recycling, a family enterprise with a 100-year heritage of serving and supporting communities through the recovery, processing and recycling of scrap metal.

As Manager of Community Relations for ABC Recycling, Karen Bichin is responsible for the company's corporate social responsibility activities including community relations, sponsorships, donations and charitable campaign activities. In this capacity she also serves as the steward for the family owned business. She oversees all initiatives related to business family governance and next generation leadership. ABC Recycling has six locations throughout British Columbia, and employs more than 130 people including seven family members.

Born and raised in Vancouver, Karen graduated from University Hill Secondary School. She spent a year on a work-study program at a kibbutz in Israel before returning to UBC where she earned her Bachelor's Degree, followed by a Graduate Diploma in Arts Administration from Concordia University. During her university years, Karen spent a year at the Hebrew University in Jerusalem, worked at the Saidye Bronfman Centre for the Arts (Montreal), and interned in the marketing department of the Vancouver Art Gallery.

Karen joined ABC Recycling in 1999, learning the family business by working in administration, sales and brokerage before becoming Manager of Human Resources. She was named Manager of Community Relations in February of this year.

Karen has served on the Communications Committee of the Recycling Council of BC and the Not-for-Profit Task Force of the Burnaby Board of Trade. She currently serves on the Parent Advisory Committee of the Karen and Gary Simkin Family Child Development Centre at the Jewish Community Centre of Greater Vancouver.

Karen and her husband, Mark Bichin, have two children, one-year old Noah and four-year old Zachary.

 

Torri Hawley

Family Council Member, Windway Capital

 

Torri Hawley is a seventh generation member of the Vollrath Company, a stainless steel small-wares company in Sheboygan, Wisconsin. While not involved in the family business, she plays an active role in governance. She attended Stetson University where she graduated with a degree in Family Enterprise, and later completed the Family Firm Institute’s Certificate in Family Business Advising and Family Wealth Advising. Torri has spoken on her perspective as a next generation stakeholder for the Transitions Conference as well as Daughters In Charge and Family Office Exchange. In 2014 she was nominated as one of Family Business Magazine’s “25 Under 35: Next-Gen Members to Watch”. She now lives in Denver, Colorado where she works for a fourth generation family business.

Terry Kohler

President and CEO, Windway Capital Corp.

 

Terry Kohler, of Brule, Wisconsin is owner of Windway Capital Corp., a holding company with multiple subsidiaries some of which are: The Vollrath Company and North Technology Group.

Terry is a graduate of Admiral Farragut Academy of New Jersey, and was discharged from the Strategic Air Command in 1959 with the rank of Captain. A graduate of the Massachusetts Institute of Technology (MIT), he earned his Master of Science degree in 1963 from the Alfred P. Sloan School of Management at MIT.

Under Terry's watch, North Sails has become the world leader in sailmaking through an ongoing commitment to designing and producing sails that are faster, lighter and longer lasting than any other sails in the world.

Terry is married to Mary Stewart Kohler. Between them they have 7 grown children, 13 grandchildren, one of whom works for The Vollrath Company.

Arne Boudewyn

Head of Family Dynamics and Education, Abbot Downing

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

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

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

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

Felix Grucci, Jr.

Executive VP & CFO, Fireworks By Grucci

 

Felix Grucci, Jr. is the past President of Fireworks by Grucci, which has been in his family since 1850.   Today, Donna and Felix Jr., the fourth generation, and Felix (Phil) Grucci, the fifth generation, are leading the family business into their third century of entertaining the world with fireworks.

The Grucci's became the first American family to win the Gold Medal for the United States at the 1979 annual Monte Carlo International Fireworks Competition, beating competitors from Denmark, France, Italy and Spain.  This is revered by those in the fireworks entertainment community as the most prestigious competition in the world.  The Grucci's consider this one of their greatest accomplishments, and the New York press dubbed them as "America's First Family of Fireworks".

Throughout his professional career, Felix has produced thousands of firework programs throughout the country. Some of the more notable are:

  • 6 consecutive presidential inaugurations of Presidents Ronald Reagan, George Bush, Bill Clinton and George W. Bush. 
  • In 1983 and 1992, he designed and produced World Class firework presentations for the Brooklyn Bridge Centennial. 
  • In 1986, Felix worked in coordination with Tommy Walker Productions to produce the centennial celebration of the Statue of Liberty
  • He is currently the Executive Show Producer for Las Vegas Event’s “America’s Party” the country’s largest New Years Eve fireworks celebration.

Felix has also served the Fireworks Industry as a:

  • Director of the American Pyrotechnic Association (the industry’s leading trade organization).
  • Founding Member of the American Fireworks Standards Laboratory (the industries only diagnostic performance institution to insure pyrotechnic devices perform safely).
  • Member of the Board of Directories of the American Fireworks Standards Laboratory.
  • Committee Member on the Pyrotechnic Committee of the National Fire Protection Association (one of the country’s leading standard writing agency used by most regulators throughout the country to promulgate laws regulating the safe use of fireworks).

Felix has also served his community as:

  • Planning Commissioner for the Suffolk County Planning Commission
  • Chairman of the Zoning Board of Appeals for the Town of Brookhaven
  • Councilman – Brookhaven Town Board
  • Supervisor of the Town of Brookhaven (a township of 450,000 people and an operating budget of $130,000,000.00)
  • Member of the 107th Congress – Congressmen NY 1

Steve Landaal

President, Landaal Packaging Systems

 

Steve Landaal is a second-generation member of Landaal Packaging Systems, based in Flint Michigan. Landaal Packacing Systems is leading the way in sustainable packaging... As a community-minded family owned business, Landaal Packaging Systems is committed to a tradition of consistent, reliable, and forward thinking customer services. The company and Steve personally are highly involved in sustainable business practices and community stewardship. As President, Steve is responsible for directing the overall culture of the company as well as the marketing, financial, manufacturing and administrative functions of the business.

Jill Lundberg

Lundberg Family Council

 

Jill and Bryce Lundberg live in Chico, CA where Bryce is employed as VP of Agriculture for Lundberg Family Farms and also farms with his brother, Eric.

Jill earned a degree in Piano Performance and Elementary Education from Bethel College in Minnesota. She is the founder and director of "Music to Grow", a music studio in Chico, where she teaches group music and movement classes. She loves sharing the gift of music with children and their families.

Jill is also involved in the Lundberg Family Council. It has been a privilege to be involved in supporting and encouraging intergenerational family relationships, developing a Family Employment Policy and working on special family projects.

Tim Schultz

Vice President of Administration, Lundberg Family Farms

 

Tim Schultz is currently working at Lundberg Family Farms, a third-generation family business, located in the Northern California community of Richvale. Tim serves as Vice President of Administration, and is responsible for Human Resources, Quality, Safety, Legal and Strategic Planning. Tim is also active in several of the company's related businesses, including its farming operations, property management and equipment companies. Tim joined the company's board of directors in 2003, and began his full-time work with them in 2004. He received his bachelor's degree from Cal Poly, Pomona, and his MBA from The Drucker School of Management.

Tim is married to Ingrid Lundberg, a third-generation family member, who was formerly active in the business in the areas of sales and public relations, as well as a former board member. They have an 8 year old daughter, Ilianna.

Prior to working with Lundberg, Tim had a 20+ year career in health care, where he worked with physicians, hospitals and managed care organizations. Tim had his own consulting company before joining Lundberg, which worked with organizations pursuing government healthcare contracts. Tim worked on preparing proposals, making presentations, and assisting his clients in implementing successful bids. Tim teaches a course on Family Business at Cal State Chico, and is on the board of The Capital Region Family Business Center, a Sacramento-based non-profit organization that serves family businesses in the North State.

Joan McVaugh

Finance Manager/Family Council Chairperson, Laboratory Testing Inc.

 

Laboratory Testing Inc. began doing business in 1976 as the NDT division of Carson Helicopter. The founders, Robert (Bob) W. McVaugh, Sr. and his partner, Frank Carson, established Carson NDT to provide commercial magnetic particle, liquid penetrant, X-ray and ultrasonic inspection services.

By 1984, Carson NDT had 20 employees and the owners needed more room for growth. The company moved from a small building on the property of Carson Helicopter to a 30,000-sq.-ft. facility in Dublin, Pa. Around the same time, Bob McVaugh bought his partner's share of the business and changed the company's name to Laboratory Testing Inc.

Laboratory Testing Inc. is an accredited, independent testing services and calibration company located outside of Philadelphia, Pa. Since 1984, customers worldwide have counted on Lab Testing for accurate, affordable materials testing and nondestructive testing services. They get certified test results with answers about material properties, characteristics, weaknesses, defects and composition. The company specializes in metals testing services, but also performs chemical analysis of samples ranging from powdered metals, ores and ferroalloys to composites, ceramics and specialty materials. Calibration services, test specimen machining, failure analysis investigations and materials engineering services are also provided for "one-stop" convenience.

When Bob passed away in November 1994, ownership was transferred to the next generation. His son, Mike, assumed the role of president. He had been with the company since its beginning in 1984 as nondestructive testing manager. Joan joined the company as finance manager in 1998 and soon became a co-owner. Two members of the third generation work full-time and one member of that generation works part-time in the business. Joan is the chairperson of the recently formed Family Council.

Julie Appling

Board Member, Eddy Family Council

 

Julie Appling is a 4th Generation family member and owner of Port Blakely Companies. She served six years on the Eddy Family Council, two of those as President, and currently sits on the Board of Directors. Port Blakely is a 5th Generation family business based out of Seattle, Washington. In the spirit of stewardship, Port Blakely Companies is dedicated to growing sustainable forests, marketing sustainable forest products, and developing environmentally sensitive communities to benefit current and future generations.

Jack Mitchell

Chairman and CEO, Mitchells Family of Stores

 

Jack Mitchell is Chairman and CEO of the Mitchells Family of Stores (Mitchells/Richards/Marshs and Wilkes Bashford), a three-generation family business that operates men's and women's specialty stores in Connecticut, New York and California that are nationally renowned for their personal service touches and strong relationships. Jack himself has been recognized as one of the top ten retail visionaries of his time by the Daily News Record, one of the most widely read retail trade publications in the country.

After completing a B.A. at Wesleyan University in 1961 and an M.A. at the University of California-Berkeley, Jack joined the family business, Ed Mitchell, Inc., which was founded by his parents, Ed and Norma, and later became Mitchells of Westport. In 1995, Mitchells acquired Richards, the leading men's clothing store in Greenwich, Connecticut, and in 2006, added Marshs of Huntington, Long Island, to the group. In December of 2009, they also proudly acquired Wilkes Bashford in San Francisco and Palo Alto, California.

Under his leadership, the Mitchells Family of Stores have become well known for employee engagement and longevity and providing exceptional customer service and high quality merchandise in an exciting, friendly, and visually dynamic atmosphere. Jack is an active leader on the floor listening and learning along side his brother Bill, wife Linda, his three sons and three nephews.

In 2003, Jack Mitchell launched a "second career" as a speaker and author. His first book, Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results, was a Wall Street Journal best seller and received rave reviews in the New York Times. In addition, it was endorsed by Warren Buffet on the cover with the following quote: "It's a gem. I wish everyone at Berkshire would follow his advice - we would own the world." In 2008, Jack published his second book, Hug Your People: The Proven Way to Hire, Inspire, and Recognize Your Employees to Achieve Remarkable Results where he illustrates a business blueprint to personalize relationships to drive success and achieve greater satisfaction at work.

Jack has become known as a passionate enthusiastic public speaker, keynoting at over 200 events for corporations including Morgan Stanley, Conde Nast, Payless, Nike, Starbucks, and Harvard University addressing audiences of all sizes and reaching over 50,000 people globally with Hug Your Customers/Hug Your People presentations. Jack has appeared on The NBC Today Show, and Kudlow & Cramer TV show as well as numerous radio interviews and online and print articles. Jack has been quoted in national magazines as a customer service and management leadership expert. In April 2005, INC Magazine listed Jack as one of the 26 Entrepreneurs We Love.

Jack shares with his family a number of Community leadership Awards from the Anti-Defamation league, The Menswear Division of UJA-Federation of New York, and Sacred Heart University. Jack is on the Yale Cancer Board and Greenwich Hospital Board of Trustees.

Ben Grossman

Co-President, Grossman Marketing Group

 

Ben Grossman serves as co-president of fourth-generation Grossman Marketing Group, along with his brother David. Prior to assuming this position, Ben served as the director of his firm's Green Marketing & Sustainability Practice, which he launched in 2006. Through this group, he and his team work with clients to help them identify environmentally-conscious business practices as a way to differentiate them from their competition and establish a competitive advantage in their respective fields. Ben was the 2009 recipient of the New England Direct Marketing Association Prodigy Award. The Prodigy Award is given to one marketing professional each year in New England under the age of 30 who has added the most to the art and science of direct marketing in the prior year. Over the last several years, Ben has spoken to a number of groups on green marketing, including guest lectures in courses at Columbia, Harvard and Tufts Universities. Ben is a regular blogger on green marketing and green business, and his blog can be reached at www.sustainableink.org.

Ben is also active in community affairs, serving as president of the Columbia Business School Alumni Club of Boston and on the Environmental League of Massachusetts Corporate Council.

Ben holds a BA from Princeton University and an MBA from Columbia Business School. Prior to Columbia, Ben worked as a strategy consultant to Fortune 500 clients, as well as started and sold a sportswear and marketing firm.

Grossman Marketing Group is a full-service provider of marketing communications materials and promotional products to customers in fields as varied as biotechnology, law, financial services and the arts. The company was founded more than 100 years ago by Ben and David's great-grandfather, Maxwell B. Grossman as Massachusetts Envelope Company. Ben and David became co-presidents after their father, Steve, stepped down to run for Massachusetts State Treasurer.

David Grossman

Co-President, Grossman Marketing Group

 

David Grossman is co-president, along with his brother Ben, of Grossman Marketing Group, a fourth-generation family company. David joined the company in 2000 in a customer service capacity and rapidly became one of the company's top account executives. David currently works with a number of the company's most important clients, in addition to having oversight of both the customer service team and Studio G, the company's graphic design studio.  Along with his brother, Ben, David is a frequent speaker on family business practices and multi-generational management success at both conferences and universities. David also serves on the Family Business Association Advisory Council.

David is active in community affairs, serving on both the National Commission and the New England Executive Committee of the Anti-Defamation League. Recently, he was chosen to serve as the sole representative from the New England region on the ADL's Centennial Committee, responsible for planning all events and communication surrounding the organization's 100th anniversary in 2013.

David holds a BA from Princeton University in English Literature. Prior to joining Grossman Marketing Group, David lived in New York and was the Deputy Director of Marketing for the US delegation to Expo 2000, working with Fortune 100 companies to develop their pavilion presence at the Millennium World's Fair in Hanover, Germany.

Paul C. Darley

President & CEO, W.S. Darley & Co.

 

Paul C. Darley is President & CEO of W.S. Darley & Co. Under his leadership, sales have increased over 300% in less than 10 years to over $110 million in 2010. He began in pump sales in 1985 and was named Vice President for the Fire Pump Division of W.S. Darley & Co. in 1990. In 1997, he became President and COO in 1997 and was appointed President & CEO in 2010.

Founded in 1908, W.S. Darley & Co is a fourth generation family business, led by Paul and an executive team that has transformed this 103 year old company into a world leader in the fire fighting industry with ISO 9001 certification and an electronic catalog of more than 10,000 items. The company has recently been awarded major Department of Defense Contracts.

He is Past President of the Fire Apparatus Manufacturers Association (FAMA) after serving on its board for the past 5 years. Paul is the youngest person to ever serve as president of this 60-year-old organization. He also served on the Board of Directors of Fire & Emergency Manufacturers & Services Association (FEMSA) for seven years. Paul Darley currently serves on the Board of the National Defense Industry Association (NDIA) for the Great Lakes Chapter.

Paul has traveled to over 65 countries in his 25-year tenure, and has made over 200 industry speaking engagements.

Paul is a graduate of St. Ignatius College Prep in Chicago and he holds a BS Degree in Marketing and Finance from Marquette University. He earned his MBA from Northwestern University's Kellogg School of Management.

Paul is involved with numerous charitable and service organizations including Past Chairman of the Windy City Chapter of YPO (Young Presidents' Organization), as well as the Board of Directors for Metra and A New Day Cambodia.

Paul is married to his high school sweetheart and together they are raising three daughters in Elmhurst, IL.

Justin M. Zamparelli

Partner, Withers Bergman LLP

Justin Zamparelli is a partner in the Corporate Practice Group at Withers Bergman LLP and resident in the firm's New York office. Justin co-heads the firm's family business practice, a dedicated team of professionals focused on the needs of family owned businesses, both domestic and international. Our multi-disciplinary approach to advising family businesses and their owners combines our knowledge and experience in areas such as corporate structuring, family and business governance and succession, mergers & acquisitions, employment, tax and wealth planning.

Justin earned a B.A. degree in Economics and Business with Honors from Lafayette College, a J.D. from Cornell Law School, where he was a John M. Olin Law and Economics Scholar, and a LL.M. in taxation from New York University School of Law. Justin is admitted to the New York Bar and is a Registered Foreign Lawyer in the United Kingdom. He is a member of the New York State Bar Association and the American Bar Association.

Bryant W. Seaman III

Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

Mr. Seaman is a Managing Director responsible for Bessemer's Private Asset Advisory Group, which includes Family Company Advisory, Real Estate Management and Advisory, Oil & Gas Advisory and Property and Casualty Insurance. Mr. Seaman also works closely with Legacy Planning to manage the delivery of Bessemer's expertise to family businesses held in trust.

While at Bessemer, Mr. Seaman served for several years on the Board of Directors of GeoResources, Inc. (NASDAQ: "GEOI"), an independent oil and gas company, where he was Chairman of the Compensation Committee and a member of the Nominating and Governance Committee. He also serves on the Boards of several private companies owned or controlled by Bessemer's clients.

Prior to joining Bessemer in 2005, Mr. Seaman was Head of International and a member of the Management Committee at the NYSE, Head of Large Cap Telecom and Media Investment Banking at Deutsche Banc Alex. Brown and Co-head of Global Corporate Finance at CSFB. He started his career practicing corporate and securities law at Sullivan & Cromwell.

Mr. Seaman earned an A.B. degree in Political Science with Distinction from Stanford University, and J.D. and M.B.A. degrees from Columbia University, where he was a Harlan Fiske Stone Scholar. He has been a member of the New York State Bar, the NASD International Advisory Committee and the National Committee for US-China Relations.

Sylvia Shepard

Former Chair and Founder, Smith Family Council, Menasha Corporation

Sylvia Shepard is a fifth generation member of the Smith Family, which has owned Menasha Corporation (a Wisconsin-based manufacturing company) for 160 years. While serving on the Menasha Corporation Foundation board she was introduced to the idea of family governance. Over the past ten years Sylvia has been the driving force behind the development of family governance within the Smith Family, beginning with the founding of a family council seven years ago.

She is the founder and former chair of the Smith Family Council. Sylvia recently completed her MBA from Babson where she studied family entrepreneurship with Tim Habbershon, and in October, was awarded her certification as a family business advisor from the Family Firm Institute.

Sylvia also holds a Masters in Psychiatric Occupational Therapy from Columbia University and a BA from Smith College. She spent 25 years in college textbook publishing as an editor at McGraw-Hill and then in a freelance capacity. She is the executive director of the Jane and Tad Shepard Family Foundation.

Timothy O'Hara

Assurance Partner, PwC

Tim has more than 20 years of service in public accounting, primarily serving private, family owned companies in a range of industries, including manufacturing, distribution, transportation, sports and entertainment. Tim has assisted companies throughout their business life cycle, serving as a trusted business advisor. Tim also has significant merger and acquisitions, strategic and business plan development, multi-generation transition issues and global integration experience. Tim served a four-year secondment with PwC Germany, from September 1996 until September 2000, where he worked with our Transaction Services group and Assurance practice. Tim has instructed Audit Approach, Internal Controls, US GAAP and International Financial Reporting Standards courses in the United States, Germany and the Czech Republic. He holds a BS from Drexel University, and is a CPA in Florida, Pennsylvania and New Jersey.

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.

Richard C. Kessler

Chairman & CEO, The Kessler Collection

 

Richard C. Kessler has spent 37 years in the field of hotel development and operations, including nine as President and Chairman of Days Inn of America and 23 as Chairman & CEO of The Kessler Enterprise Inc., a portfolio of ten boutique three-, four- and five-star quality properties located in Florida, Georgia, Colorado and New Mexico (including the conference's Grand Bohemian Hotel).

Richard is the former chairman of the board for Lutheran Brotherhood (a Fortune 500, $30 billion Minneapolis-based financial services organization), founder and chairman of the New Ebenezer Conference and Retreat Center, founder and board member of Treutlen House for children, founder and sustainer of the Kessler Reformation Collection at Emory University's Pitts Theological Library, and sponsor of six scholarship programs. In 2000, he was named the Florida Master Entrepreneur of the Year by Ernst & Young.

Richard has received the Effingham County Honored Treutlen Award for Outstanding Leadership, the distinguished Alumnus Award at Georgia Tech, and the Dean's Medal for singular commitment and contribution to the Candler School of Theology at Emory University.

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.

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.

Mark Kessler

President & COO Western Operations, EVP of Asset Management, The Kessler Collection

Mark joined The Kessler Enterprise, Inc. as Project Manager for Kessler Canyon in September 2002. He was then responsible for planning, developing, and opening the 23,000-acre western Colorado retreat. Mark then assisted with the start-up of Kessler Europe, a satellite office based in Vienna, which specialized in management and acquisition opportunities for Kessler Collection operations abroad. In late 2008, Mark took over the marketing, branding and PR efforts of the company. While he remains intimately involved in marketing strategy, he currently provides operational oversight of three western properties, chairs the Operations Council and is responsible for Asset Management and reporting for all property stakeholders. He maintains a key role in new project development, site selection and concept development.

Prior to joining The Kessler Enterprise, Inc. Mark was a member of the Ernst and Young Real Estate and Hospitality Services Group in Miami, FL. His experience involved market research and due diligence for hotels, resorts and assisted living facilities throughout the southeast. Additional valuable work experience includes his role as assistant superintendent for C.D. Dangler Construction and a commercial property analyst for Holliday Fenoglio Fowler, LP.

Mark earned a Bachelor of Business Administration from Southern Methodist University in 1996 and a Master of Management in Hospitality from Cornell University in 2001. He chairs the Kessler Collection Philanthropy Committee and is board member of Orlando's Make a Wish Foundation.

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.

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Conference Location

About The Grand Bohemian Hotel, Orlando

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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."

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Register Today!

 

Transitions East 2012 is currently SOLD OUT.

To be added to our wait list, please click the link below.

Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 130 registrants.

Past attendees of any Transitions Conference, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

Early Registration Discount:  (Expires March 16, 2012)
First attendee from your family company:  $1,395 
Each additional attendee from your family company:  $895
Each additional Next-Generation attendee (ages 15-29):  $695

Standard Registration (March 17, 2012 or later)
First attendee from your family company: $1,595
Each additional attendee from your family company: $1,095
Each additional Next-Generation attendee (ages 15-29): $895

Please note: All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Scott Chase at (301) 879-1613 for information on attending. 

Registration price includes all conference materials, as well as breakfast, lunch and dinner on April 26, breakfast and lunch on April 27, and a welcome reception with buffet dinner on April 25, as well as refreshment breaks.


To be added to our wait list, visit https://www.stetson.edu/secure/forms2/business/family/transitionseast/

Or contact:
Justine Wood
Program Manager
justineawood@me.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 justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee; 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

Conference Hosts: 
Barbara Spector
Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business Magazine since 2000 and has been the magazine's editor-in-chief since 2004. She has also compiled and edited six volumes in the acclaimed Family Business Handbook Series, most recently the all-new revised edition of The Family Business Succession Handbook. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses.
 
Caro RockCaro Rock
Caro Rock is the publisher of Family Business Magazine, which is itself owned by a family company with interests in media and information technology research. She was the founder of Main Line Life, a weekly newspaper with 15,000 readers covering the western suburban communities of Philadelphia. She grew up in a family business that manufactured and sold flour under the labels Ceresota and Heckers Flour. The Uhlmann Company, formerly Standard Milling Company, also produced Wheatena and Maypo hot cereals, Patio Chef Charcoal and Just Add Water jelly mix. Today, her father and brother are involved in the family business, which has ventured into additional related businesses.
 
Peter Begalla
Peter Begalla is a family business owner, Family Business Magazine's Conference and Education Director, and Adjunct Professor with Stetson University's Family Enterprise Center. He is at the forefront of Next Generation Leadership Development, having helped hundreds of college-aged students establish credibility and marketability with their family, with their family businesses or with non-family employers. He combines years of counseling experience with over 10 years of business development and marketing experience in online education.