Transitions East 2014

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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

The conference by family businesses, for family businesses

Transitions East 2014 offers powerful sessions focused on delivering ideas you can put to work now to sustain and build your multi-generational family company. Each conference is built on the direct feedback of prior conference attendees, and features new topics and new speakers.  The event is produced by Family Business Magazine and Stetson University's Family Enterprise Center.

Transitions East 2014 will focus on leading both the family business and the business family, with sessions on:

  • Succession strategies
  • Non-family executives and board members in the family business
  • Family councils, family foundations and family meetings
  • The key family documents that every family business should have
  • Leveraging the family business brand, legacy and human capital

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

Our Transitions East 2013 conference sold out well before the event, so be sure to register early to attend!

We continually strive to enhance your conference experience:

  • Optional prescheduled individual meetings with other family business owners or experts.
  • Special interest group meetings for those who would like to meet to discuss issues related facing family councils, family offices, the NextGen, non-family executives and the senior generation with like-minded attendees.
  • Smaller group sessions to facilitate discussion.
  • Topic-based focus sessions to allow you and your family members to drill down more deeply into areas of specific interest or need.
  • Some families bring family members who do not attend the conference itself. We've created the opportunity for these families to schedule a working family meeting prior to and after the conference, with a professional facilitator. (Limited space available, please contact Justine Wood at 703-850-5497 for details). Please note: our hotel room block allows families to book rooms before and after the conference, at our group rate, to extend the duration and value of your visit.
  • Transitions 101--a pre-conference session focused on family business basics, and on how to get the most out of the conference itself.

Transitions features:

  • Speakers from family companies: Our focus is on speakers from family enterprises, sharing real-life problems and solutions. 
  • Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families. 
  • Collaborative discussions: Opportunities to work through family issues via guided discussions. 
  • No-Sell Environment:  Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
  • 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, we use family-owned or controlled hotels, transportation services, restaurants and service providers whenever possible.  We believe in, and invest in, America's family businesses.

Featured Speakers

Alicia Clemens

Owner's Advisory Council Member, Clemens Family Corporation

Bruce Lemire-Elmore

Director, Port Blakely Companies

John Neretlis

Rowntree Enterprises

Tim Schad

Chairman, Nucraft Furniture Company

Chris Vernon

President and COO, The Vernon Company

John Kittle

Vice Chairman, Kittle's Home Furnishings

Register Today!

Registration Information

Transitions East 2014 has reached capacity, and registrations are now closed.  Join our wait list, here.


Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 75 family businesses/enterprises who register.

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

To join the wait list for Transitions East 2014, click here.

Standard Pricing (after February 8, 2014)

Family Company Attendees
$1,695--First Attendee from your family company
$1,195--Each additional attendee (Age 30 and above)
$995--Each additional Next Generation attendee (age 29 or below)

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Scott Chase at (301) 879-1613 for information on attending. For general questions on attendance, please contact Justine Wood at (703) 850-5497.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 14, breakfast and lunch on November 15, and a welcome reception with buffet dinner on November 13, as well as refreshment breaks.


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 less an administrative fee of $150 per registrant; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten days 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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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

Program

Wednesday March 26, 2014

1:00-3:00 PM  Optional Family Meetings

Facilitated sessions for families bringing eight or more family members to the conference.

4:00 pm Transitions 101 (optional session)

A special "how to get the most out of the conference" session for first time attendees.

6:00 pm Opening Session

Recent Trends in Family Business
Speakers: Greg McCann, Professor, Stetson University; Barbara Spector, Editor-in-Chief, Family Business Magazine

Panel Conversation-Leading the Business: Succession Strategies
Family enterprise succession is a unique process for each family. This process can be surprising, incredibly rewarding and invigorating for the family and the enterprise. Our panelists will focus on their challenges and successes in transitioning to the next generation of leadership.

Speakers:  Stan Sheetz, Chairman of the Board, Sheetz, Inc.; John Kittle, Vice Chairman, Kittle's Home Furnishings; Steven W. High, Chairman, and Robert J. High, President, H.J. High Construction

Moderator: Martin G. Janowiecki, Tax Partner, PwC

7:30 pm Welcome Reception and Buffet Dinner

Thursday March 27, 2014

8:00-8:30 am  Breakfast

8:30-9:00 am   Keynote Address
Chris Herschend, Vice Chairman, Herschend Family Entertainment

"Beyond ‘Agent' of the Family: How Non-Family Leadership Helps Your Family Thrive" 

9:00-10:15 am  Panel Conversation-Leading the Business: Non-Family Executives and Board Members in the Family Business

Experienced non-family members who are named to key executive positions or board seats in family firms can help the controlling family take the company to the next level. In this session, panelists-who include family business owners as well as non-family directors and managers-will offer suggestions for finding outside executives who are a good fit, and will discuss strategies for fostering teamwork and avoiding the pitfalls that can arise when family and non-family members work together.

Speakers: Hank Meijer and Mark Murray, co-CEOs of Meijer Inc.; Tim Schad, Chairman & CEO, and Robert Bockheim, President, Nucraft

Moderator: Stephanie Brun de Pontet, Senior Consultant, Family Business Consulting Group

10:15-10:30  Networking Break

10:30-11:45 am  Panel Conversation-Leading the Family: Family Councils, Family Foundations, Family Meetings

Leading the family is as important as leading the family business. This conversation will explore various family governance forms, including family councils, philanthropic groups and the value of bringing the family together for formal meetings. 

Speakers: Chris Vernon, President and COO, The Vernon Co; Mary Schmid Daugherty, Board Member, Crescent Electric Supply Company and Associate Professor, University of St. Thomas; John Neretlis, Property Manager, Rowntree Enterprises; Andrew D. Pitcairn, Pitcairn Family Council Chair

Moderator: Rhona E. Vogel, CEO and Founder, Vogel Consulting 

11:45 am-Noon  Networking Break

Noon-1:00 pm Networking Lunch

1:00-2:00 pm  Focus Sessions:  Family Business Governance

Breakout sessions with emphasis on the unique family and business governance challenges of the family enterprise by the current generational stage of the company (the managing generation).

G1/G2:  Facilitated by Justin Zamparelli, Partner, Withers Bergman LLP; Doug Pugliese/Sue West, SEI Private Wealth Management

G3:  Facilitated by Dirk Jungé, Chairman, Pitcairn; Lloyd E. Shefsky, Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management

G4+:  Facilitated by Sara S. Hamilton, Founder and CEO, Family Office Exchange; Susan Mucciarone/Michael James, Glenmede

2:00-3:15 pm Panel Conversation-Leading the Family: Key Family Documents

Developing, ratifying and revising the foundational documents for governing a family business, including the family constitution, mission/vision statement, shareholder agreements and family policies. This session will focus on the process as well as the result, and example family documents will be included and discussed.

Speaker:  Bruce Lemire-Elmore, Director, Port Blakely Companies; Alicia Clemens, Owner's Advisory Council Member, Clemens Family Corporatio; Marc Wittwer, COO, Boulevard Home Furnishings

Moderator: Arne Boudewyn, Managing Director--Family Dynamics, Education and Governance, Abbot Downing

3:15-3:45 pm  Networking Break

3:45-4:45 pm  Focus Sessions by Topic

Teaching financial literacy to the Next Gen
Facilitator:  Anna Nichols, Director of Communications, Altair Advisers LLC
Married-Ins-creating effective interfamily communications
Facilitator: Greg McCann, Professor, Stetson University
Family Dynamics-managing emotional and sensitive family issues
Facilitator: Thomas J. Pauloski, J.D., National Managing Director, Wealth Management Group, Bernstein Global Wealth Management
Wealth Management-value creation and value preservation
Facilitators: Susan Mucciarone/Michael James, Glenmede
Trusts & Ownership-setting ownership structures in motion now
Facilitator: F. Douglas Raymond III, Partner, Drinker Biddle & Reath LLP
Tax and Estate-tax issues for families and family businesses
Facilitator: Martin G. Janowiecki, Tax Partner, PwC
Next generation roundtable-making meaningful contributions to the family and the business
Facilitator: Arne Boudewyn, Managing Director--Family Dynamics, Education and Governance, Abbot Downing
Prenuptial agreements
Facilitator: Mark E. Haranzo, Partner, Withers Bergman LLP

5:00-5:45 pm  Optional Sessions

Prescheduled one-to-one meetings with a member of a nother family attendee OR group conversations on topics of mutual interest.

5:45-6:30 pm  Stetson University Reception

6:30 pm  Group Dinner

Ceviche Tapas Bar and Restaurant

Speaker:  Joseph Orsino, Chief Executive Officer, Ceviche Tapas Bar and Restaurant Group

Friday, March 28, 2014

8:00-8:30 am Breakfast

8:30-9:45 am  Panel Conversation-Leveraging the Family Business Brand, Legacy and Human Capital

There are a number of ways that a family business can leverage its brand and human capital to grow the current business, and leverage capital and legacy to create new and often unrelated businesses. This session will explore each of these approaches.

Speakers: Kyle York, Chief Revenue Officer, Dyn (and Indian Head family member; Wendy Yuengling Baker, Chief Administrative Officer, Yuengling Brewer; Wanda S. Ortwine, Chief Family Officer, Luck Companies

Moderator:  Bryant Seaman, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust 

9:45-10:00 am  Networking Break

10:00-11:15 am  Panel Conversation--The Next Generation

Next-generation members can play a valuable role in the family and the business even if they end up working outside the family firm. In this session, panelists who are members of the next generation discuss what they want and need from the family business in order to become major contributors.

Speaker:  Alex Schwan, The Schwan Companies; Erica Boyle, Vice President, Administration, The Complete Logistics Company; William J. Barrett, Menasha Corporation; Will Hollis, student, Stetson University Family Enterprise program

Moderator:  Nancy Drozdow, Principal and Vice President, Center for Applied Research 

11:15-Noon Closing Keynote Address

Campbell Brown, Vice President, Director Midwest Division, Brown-Forman

"Building Family Engagement Through Strong Governance" 

Noon  Lunch and conference close

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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

About Conference

Transitions East 2014 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 and in-laws 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. 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.

68% of attendees at Transitions are coming to the conference for the first time; 98.5% 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 director David Shaw at (301) 963-6162 or by email.

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

What Attendees Say About Transitions

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

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

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

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

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

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

"Thanks again for hosting a fabulous conference. My dad and I really got a lot out of it, from thinking about governance structures to new insights into executive compensation. For me, more than anything else it was nice to be in a room full of people who think about their businesses from a 'long-term' perspective. It's awfully hard to build anything substantial when your perspective is limited to 5-7 years...I look forward to attending many future Transitions conferences!

"This is truly a conference 'created for family companies by family companies' and, once again, we enjoyed some great, honest presentations by some outstanding family business members, non-family executives and family business experts."

"Great forum for discussion, sharing and learning that can be applied to both our family and our business."

"I was overwhelmed by the value I received from this conference. You did a phenomenal job."

"Very good networking and very good speakers. I was glad to have experienced this conference."

"This was my first family business conference and I met a lot of good people and gained a lot of ideas I can bring back to my family's business."

"Transitions was very enlightening and gave a broader perspective of what others are facing and how they have overcome similar challenges to the ones we face."

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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

Confirmed Speakers

Rhona E. Vogel

CEO and Founder, Vogel Consulting

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

Marc Wittwer

COO, Boulevard Home Furnishings

Marc Wittwer, a third generation member of the Wittwer family, is COO of Boulevard Home Furnishings and serves on the Board of directors and Family Council for all of the Wittwer business. Marc is a current member of the Business Growth Committee and is the Chairman of the Compensation and Continuity Committee which serve all business under the common ownership.

Marc grew up working in the hotel business where he learned to clean pools, sweep parking lots, and maintain landscaping at a very young age. As a teenager, he advanced to the front desk where he learned the importance of taking care of each customer and making sure that every guest who walked through the door stayed at the hotel. Marc attended University of Utah where he obtained a bachelor's degree in accounting and MBA.

After graduating, he worked as a CPA for the international accounting firm Deloitte in Las Vegas, NV from 1997-2000. In 2000, the Boulevard Home Furnishings built a new 110,000 sq./ft. showroom and there was a strong need for Marc to return to the family business, which he did.

He coaches his kids in soccer and serves a volunteer in his church and Boy Scouts of America. He loves water skiing, snowboarding, mountain biking, running, hiking, hunting, kayaking and anything outdoors.

Will Hollis

Student, Stetson University Family Enterprise program

Will Hollis is a sixth generation Floridian and a senior Family Enterprise major at Stetson University. After his first Family Enterprise class, in which the students create a development plan, he decided to take a semester off to partake in an Outward Bound Leadership semester where he earned more than ten certifications in various Search and Rescue related fields. The following semester Will came back to Stetson University and volunteered for a Search and Rescue team where he found an interest in K9 Search and Rescue. This interest led him to an internship for a world class, family owned and operated, police and military K9 training facility. More recently, Will competed, along with three other Stetson Family Enterprise majors, in the Global Family Enterprise Case Competition in January of 2014 in which they placed in the top five finalists. Will's family has been involved in the growth of Publix supermarkets since the 1940s. Now, in Will's last year as a Stetson University Family Enterprise student, he is beginning to have conversations with his family about their transitioning family business and what his role in it may look like now or in the future.

Doug Pugliese

Director, Wealth Transition Strategies, SEI Private Wealth Management

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

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

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

Sue West

Director, SEI Private Wealth Management

Sue West is Director of SEI Private Wealth Management, a business unit of SEI that provides private wealth management services to ultra-high-net-worth families, family offices and non-profit organizations. She is responsible for research and development of solutions to meet the needs of clients; for customized advice and investment strategies, and for business development.

Sue has over 25 years of experience in investment management and wealth management, focusing on the needs of institutions and ultra-high-net-worth investors. Prior to joining SEI Private Wealth Management in 2003, Sue was a Managing Director in SEI's Investment Management Unit and led the newly formed Alternative Investments Team. The team created SEI's first-generation private equity and hedge fund of fund products, which included portfolio construction, manager due diligence and selection, and ongoing monitoring. Previously, she lead the Global Asset Allocation team which provided capital market and asset class research; asset allocation and investment policy development for global asset management clients; and asset/liability analysis for institutional investors in the U.S., U.K., South Africa, and South America.

Before joining SEI in 1991, Sue worked at Towers Perrin for eight years as an actuarial specialist, and was focused on providing actuarial valuations and asset/liability analysis to institutional clients.

Sue graduated with a degree in mathematics from Shippensburg University. She has written numerous articles and spoken at events and conferences for advisors and banks in the U.S. and internationally on topics ranging from asset allocation, tax-management, behavioral finance, goals-based investing and wealth management. She currently serves as a board member for Georgia Tech's Parent Advisory Board and for Healthworks Academies. She serves on the development committee for the Chester County Fund for Women and Girls and as a corporate board member for the Philadelphia Museum of Art.

Mark E. Haranzo

Partner, Withers Bergman LLP

Mark E. Haranzo is a partner with Withers Bergman LLP. His practice is focused on domestic and international private client matters for affluent individuals and their families. He has more than 20 years of experience in all aspects of estate and gift planning for individuals and families, many with complex multi-generational or multi-jurisdictional issues. He regularly advises corporate and individual fiduciaries and beneficiaries on all aspects of trust and estate administration. He also represents clients in connection with disputes including will and trust contests, fiduciary appointments and contested accountings.

A former estate tax attorney with the Internal Revenue Service, Manhattan District, Mark has extensive experience handling tax audits of complex estates and substantial gifts. He also counsels charitable organizations and advises individuals on philanthropic matters. Mark also advises individuals on asset protection in connection with matrimonial matters and frequently structures prenuptial, postnuptial and cohabitation agreements.

Mark is an avid snow skier and enjoys all forms of water sports, including sailing, scuba diving and fishing.

Martin G. Janowiecki

Tax Partner, PwC

Martin G. Janowiecki has over 28 years of business experience with PricewaterhouseCoopers LLP (PwC). He was admitted to the partnership in 1994. In addition to his client responsibilities as a tax partner, Marty is the Philadelphia and Central Pennsylvania Market Leader of the firm's Private Company Services practice. Comprised of seven partners and over 90 staff, the Private Company Services practice in Philadelphia provides audit and tax compliance and consulting services, as well as personal financial services to privately held companies and their owners. Marty's personal areas of practice include taxation of high-growth businesses, tax accounting methods, M&A and general business tax planning. His client base has consisted primarily of manufacturing, services and technology companies. Marty earned his master of science degree in taxation from The American University in Washington, DC, and his Bachelor of Science degree in Accounting at The Ohio State University. Marty is a member of the American Institute of Certified Public Accountants and the state CPA societies in Pennsylvania, Maryland and the District of Columbia. Marty is currently a member of the board of trustees of the Academy of Vocal Arts in Philadelphia, and The Union League club of Philadelphia.

Michael A. James

Managing Director, Director of Family Wealth, Glenmede

Michael A. James is Director of Family Wealth. In this role, he oversees Glenmede's wealth management services to ultra-high-net-worth and family office clientele.

Prior to joining Glenmede in 2012, Mr. James served as a Wealth Strategist in Goldman Sachs' Mid-Atlantic Region, advising high-net-worth clients on issues involving income tax, gift tax, estate tax, generation-skipping transfer tax, philanthropy, creditor protection and life insurance.

Previously, Mr. James was a Director with PricewaterhouseCoopers' Personal Financial Services group where he managed the Wealth Transfer Solutions Network and provided comprehensive wealth management and tax return services to high-net-worth individuals, owners of closely held businesses and corporate executives.

Mr. James is a member of the state bars of Pennsylvania and New Jersey and the Philadelphia Estate Planning Council. He serves on the Temple University Planned Giving Advisory Council. He holds a B.A. in economics & business administration from Ursinus College, an AAS in personnel management from Cumberland County College, a Master of Taxation degree from Villanova University and a J.D. from Rutgers-Camden Law School.

Lloyd E. Shefsky

Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management

Lloyd Shefsky is Clinical Professor of Entrepreneurship, Founder and Co-director of the Center for Family Enterprises and Co-Founder of the Center for Executive Women at the Kellogg School of Management. Professor Shefsky has taught courses, lectured and spoken in China, Japan, Thailand, Canada, Israel and throughout the United States.

He has written professional articles on family business, entrepreneurship, and other related topics, and is the author of Entrepreneurs Are Made Not Born, published by McGraw-Hill and translated into seven languages.

Lloyd is a consultant, coach, mentor and advisor to family businesses and public companies controlled by families on matters including: establishing and improving corporate governance; developing and implementing succession of leadership, ownership, and voting power; creating fair bases and techniques for hiring and compensating family members; facilitating and encouraging enterprising activities within family enterprises; instituting philanthropic efforts and
selecting the most appropriate vehicles; and introducing courses, programs and events to educate, and develop relationships among family members. In addition, Professor Shefsky has co-founded several businesses and not-for-profit organizations.

Lloyd is also a coach, consultant and mentor to entrepreneurs. Over the years he has worked with hundreds of entrepreneurs, often from their earliest stages through expansions, public offerings, sales of the businesses, and in some cases succession to one or two additional generations of the founders' families.

Shefsky has received honors, including the 1995 Entrepreneur of the Year Award for his support of entrepreneurship from Ernst & Young and Merrill Lynch, the 2002 Civil Rights Award from the Anti-Defamation League, and the 1992 Award of Excellence from the Sports Lawyers Association.

Lloyd founded and is now Of Counsel to the Chicago law firm, Shefsky & Froelich Ltd. He received his JD from The Law School at the University of Chicago and is also a CPA.

Lloyd has a new book coming out this summer from McGraw-Hill: "INVENT, REINVENT, THRIVE: The Keys to Success for Any Start-Up, Entrepreneur or Family Business."

Sara S. Hamilton

Founder and CEO, Family Office Exchange

Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 330 globally-minded family enterprises based in 23 countries.

Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2009, FOX celebrated its 20th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors.

Ms. Hamilton is the co-author of a new book called "Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times," © 2010, Wiley & Sons. She serves on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago.

In 2009, 2010 & 2011, Ms. Hamilton was named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network.

Prior to founding FOX, Ms. Hamilton worked in marketing and strategy at Harris Bank and AT&T Information Systems. Ms. Hamilton holds a Bachelor of Arts degree from Vanderbilt University and an MBA from the University of North Florida.

Wanda S. Ortwine

Chief Family Officer, Luck Companies

As Chief Family Officer and a member of the Luck Companies Strategic Leadership Team, Wanda Ortwine is responsible for leading the Family Office, which supports the family and Luck Companies in achieving their vision for the next generation. The Family Office is focused on long-term financial sustainability through thoughtful and comprehensive business ownership and leadership succession plans, estate and tax planning, asset protection, investment strategies, and diversification.

Wanda began her career with the company in 2007 as the Family Office Manager. She has been a tremendous asset to Luck Companies by leading short and long-term strategies that ensure the continuity for the multi-generational business. One of her key objectives is to preserve the Lucks' values and business interests from generation to generation and build for the future by counseling the next generation on education and training.

Prior to joining Luck Companies, Wanda served as Chief Specialty Practice Officer, director of tax services, and board member at Witt Mares, PLC. As Chief Specialty Practice Officer, she was responsible for managing operations of the tax, financial services, and pension plan design and administration divisions.

Wanda holds a B.S. in accounting from Truman State University and an M.S. in taxation from Arizona State University. She currently serves on the boards of the Luck Companies Foundation and First Things First of Greater Richmond.

William J. Barrett

Family Council Member, Menasha Corporation

William J. Barrett is a sixth generation shareholder and Family Council member of Menasha Corporation, a family-owned packaging, logistics, and marketing services company founded in 1852.

William does not work for his family company, but rather at another family firm: he is in-house counsel at David Yurman Enterprises, the operating company for the luxury jewelry and timepiece brand David Yurman. William earned his BA from New York University and his JD from New York Law School. He also holds an LLM in taxation from New York Law School.

Alicia Clemens

Owner's Advisory Council Member, Clemens Family Corporation

Alicia Clemens is a fourth-generation shareholder and Owner's Advisory Council member of privately owned and Pennsylvania based Clemens Family Corporation, which operates one of the largest pork production and processing companies in the eastern United States. Alicia is from Winter Park, Florida but has lived in Pennsylvania for most of her life. After marrying her husband Tom, the couple has four adult children, a daughter-in-law, a son-in-law and two grandchildren. Alicia attended Villanova University and serves as a fashion industry professional, contracted exclusively to Oxford Industries and the Lilly Pulitzer brand. As the first female and fourth generation family member of the Owner's Advisory Council, Alicia is committed to honoring the longstanding traditional values of the Clemens family, yet understands the complexities and transitional needs within multi-generational family members.

Bruce Lemire-Elmore

Director, Port Blakely Companies

Bruce Lemire-Elmore, serves as a family director on the Board of Port Blakely Companies, a family-owned land and timber company founded in 1854. Bruce's grandfather purchased the company in 1903 along with his two brothers. The company is now in its fourth generation of Eddy family management. The company owns and manages 140,000 acres of forests in the Pacific Northwest, and 70,000 acres in New Zealand; and it operates a log trading business active in the Pacific Northwest and the U.S. Southeast. Port Blakely is a recognized industry leader in scientific and environmentally friendly forest practices; all of its forest products are certified sustainable. On the real estate side, Port Blakely has recently completed the development of Issaquah Highlands, a comprehensive urban village west of Seattle, comprising 3.5 square miles, homes for 7,000 persons, both schools and colleges, retail and commercial centres, and a large hospital and medical centre. The development has received numerous awards for both its environmental focus, and its people-friendly community design; it is listed as one of the top 10 sustainable communities in the U.S. (New Homes magazine, 2008).

Born and raised on the West Coast, Bruce entered the Jesuits in California, earning masters degrees in philosophy and theology. After leaving the Jesuits, he moved to Toronto, Ontario, married, and taught high school for 7 years. He and his wife moved to her hometown of Victoria, BC in 1981, and switched their hobbies and their jobs. Residential renovation, construction, and rental management became their job; adult education and classical choir development became their volunteer work. Bruce reconnected with the family company in 2000 when he and other volunteers initiated a family council, assisted by John Davis of Harvard Business School. After serving as family council chair, he was selected to serve on the company's board of directors in 2006, and continues in that role. Bruce has presented at the Harvard Business School's Families in Business program for the last 6 years. His wife died in 2012; their four adult children live on the West Coast of both Canada and the U.S.

Erica Boyle

Vice President, Administration, The Complete Logistics Company

Erica Boyle works for her family business, The Complete Logistics Company, which is an asset-based third-party logistics provider that serves California, Arizona and Nevada. The company specializes in dedicated transportation and warehouse services with five locations in Ontario, CA, Fontana, CA, Tracy, CA, San Diego, CA, and Phoenix, AZ. Erica's family has owned this business since 1996.

Erica Boyle started working for her family's business at the age of 16 during the summer in the Human Resources department. After attending Stetson University and completing her Major in General Business and Minors in Family Business, Business Management, and Sociology, she accepted a job with her family's business. She has worked in all departments in order to get a full grasp of the business. She is currently Vice President of Administration where she is responsible for Customer Contracts, Pricing, Human Resources, IT, Billing, and many other tasks.

Alex Schwan

Next Generation, The Schwan Food Company

The Schwan Food Company is a multi-billion dollar family owned company with approximately 15,000 subsidiary employees in the United States. Based out of Minnesota, the company sells fine, branded frozen food through home delivery, the foodservice industry and grocery stores in North America.
Alex Schwan is a grandson of the founder, Marvin M. Schwan, and is one of 14 members of the third generation of owners of The Schwan Food Company. He is currently studying at Northeastern University in Boston, MA. He is studying business with concentrations in Finance, Management, and Entrepreneurship. At NEU, Alex is also involved with the family business center and is a candidate for the CFA certification. He has also devoted significant time to developing the communication practices within his family.
Alex has held positions within The Schwan Food Company, Morgan Stanley, The Institute for Preparing Heirs, EquipNet, and various philanthropies.

Andrew D. Pitcairn

Pitcairn Family Council Chair

Andrew Pitcairn, John’s Pitcairn’s great grandson, is a 4th generation member of the Harold Pitcairn Family line and is the current Pitcairn Family Council Chair. The Pitcairn Family Council was one of the first in the nation, established in 1982 as a platform for identifying family talent, educating family members about the operating business, identifying and implementing solutions for family connectedness and interfacing directors, management and owners, among other duties. Growing up in the small suburban town of Bryn Athyn and attending the community Swedenborg faith based school gave Andrew a spiritual sense that we are all here for a greater purpose and that to live life helping others was the highest calling one could achieve.  

After studying psychology at Temple University, Andrew entered the world as a small business owner and from 1999-2008 owned and operated two small businesses in the Philadelphia area. This proved to be invaluable in gathering real world experience and setting the path for the next chapter in his life.

As a Pitcairn Family member Andrew has spoken at many events, including Transitions, South Eastern Family Office Forum, Hamptons Family Office, New York State Society of Certified Public Accountants, Opal Financial, Delaware Family Business Center and the Private Asset Management Group.

In 2009 Andrew moved from a Family Council member to the Co-Chair position, and after one year he took over as Chair of the Board. In 2010 he became a committee advisory member of Pitcairn's Capital Committee, a member of the Governance Committee as well as Chair of the Nominating Committee. Recently Andrew completed a course from Cannon Financial for qualification to sit as Co-Trustee with Pitcairn Trust Company on Family Trusts. Andrew sits on the Board of Directors for Pitcairn as well as Chairman of the Board for LighTouch Medical.

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).  

Wendy Yuengling Baker

Chief Administrative Officer, D.G. Yuengling & Son, Inc.

Wendy Yuengling Baker serves as Chief Administrative Officer for D.G. Yuengling & Son, Inc., America's Oldest Brewery. She is sixth generation of a family brewing legacy that began in 1829 in Pottsville, PA. The Yuengling Brewery is still family-owned and operated today, celebrating a milestone 185th Anniversary in 2014. It distributes beer in 14 states along the East Coast and produces a variety of year-round brands including Traditional Lager, Light Lager, Black & Tan, Lord Chesterfield Ale, Dark Brewed Porter, Premium and Light, as well as seasonal Bock, Oktoberfest, and soon to be released Summer Wheat.

Wendy graduated from Lehigh University's College of Business and Economics with a B.S. in Marketing. Following graduation, she worked as a Project Manager for the market research company, Information Resources, Inc., on the Warner Lambert and Becton Dickinson accounts. After moving to Baltimore, MD, Wendy began a career in advertising working for Carton Donofrio Partners and MGH Advertising. She joined the family business in 2004 and spent the next several years working in every department of the company - learning sales, marketing, and operations, including brewing and packaging. She currently works in an administration role for the brewery, focusing on information systems, finance, human capital and sales & marketing.

Robert Bockheim

President and COO, Nucraft Furniture Company

Bob Bockheim, President and Chief Operating Officer of Nucraft Furniture, joined the company in July 1997. Mr. Bockheim has over 35 years' experience working in the contract furniture industry. His experiences are far reaching, including; product development, market development, sales, strategic planning, business unit management and mergers and acquisitions. Before joining Nucraft, he worked for several furniture manufacturers including; Stow-Davis Furniture, American Seating Company and Haworth Inc.

Founded in 1944, Nucraft is a family owned manufacturer of high-quality wood office furniture. Based in the greater Grand Rapids, Michigan area, Nucraft manufactures and markets furniture specifically designed for conference and training rooms, reception areas, and private offices. The company goes to market through a strong network of Independent Furniture Representatives calling on furniture dealers and interior designers nationwide. In the last 5 years Nucraft has begun marketing furniture into world markets. Nucraft has sales of $45 million and employs 250.

As President of Nucraft, Mr. Bockheim is responsible for all Operations, Sales, Marketing, Finance and Human Resources. Nucraft is a team based organization, Nucraft Associates make Nucraft work. Nucraft is a design driven and customer focused organization. Nucraft produces innovative and custom executive wood furniture for private offices, conference rooms, training environments and reception areas.

Mr. Bockheim is a two degree graduate of Grand Valley State University, including a Masters in Business Administration.

Bob has three children and three grandchildren. He dabbles in golf, archery hunting, boating, travel and home remodeling.

Tim Schad

Chairman, Nucraft Furniture Company

Tim Schad is Chairman of Nucraft Furniture Company, which designs, manufactures and sells high-end office furniture. Nucraft has manufacturing and corporate offices in Grand Rapids, Michigan. Clients are primarily in North America but increasingly world-wide. Nucraft was founded by George Schad Sr. in 1946 and headed by George Schad, Jr. from 1965 to 1985. Tim Schad was President of Nucraft from 1985 to 1998 and Chairman from 1998 to present.


Tim Schad is a graduate of Dartmouth College and Harvard Business School. He was employed at General Motors from 1973 to 1980. From 2001 to 2006, he was Vice-President for Finance and Administration at Grand Valley State University. Since 2007, he has been a Board Member of Mercantile Bank of West Michigan (a public company) and serves on the Audit Committee. Tim also serves on several family business boards of directors and is a Director of the Family Business Alliance of Grand Rapids. In 2008, Tim founded the NextGen Peer Groups within the Family Business Alliance - this program has grown to engage more than 100 young people who are working in their family's business in West Michigan.

Tim and Cindy Schad have been married for 43 years and have two sons (Matt & Brandon) who both work at Nucraft. Tim's hobbies are powder skiing, paddle boarding, mountain biking and triathlons.

Mary Schmid Daugherty

Board Member, Crescent Electric Supply Company and Associate Professor, University of St. Thomas

Mary Schmid Daugherty CFA, PhD, is an Associate Professor of Finance at the University of St. Thomas.

Mary is a third generation owner of Crescent Electric Supply Company, an electrical distribution company founded in 1919. Mary is past chair of the Family Council and currently serves on the Board of Directors as one of three family members on the nine person board.

She is actively involved in teaching, research and consulting. Mary teaches courses at the undergraduate, graduate and executive level in Corporate Finance, Investments and Family Business. She also is the faculty director for the Aristotle Fund, a student managed portfolio which directly manages $5 million of the University of St. Thomas endowment.

Mary's research and consulting interests focus on the impact of board and family governance on valuation. Mary is a frequent speaker on a variety of business valuation topics and consults with private family businesses on valuation, governance and succession issues. She recently coauthored the book, "Family Business, 4th Edition" with Ernesto Poza. This book is the most widely adopted college textbook on the subject of managing the family business.

Mary has held a variety of leadership positions in the Chartered Financial Analyst Society of Minnesota, including Education chair, Ethics chair and President. Mary currently serves on the board of three for-profit companies: Mairs & Power Funds Inc. (Chair of the Audit Committee), Crescent Electric Supply Company (Chair of the Governance Committee) and Simplex Construction. She also serves on the non-profit board of the Minnesota Chapter of the National Association of Corporate Directors.

 

Robert High

President, H.J. High Construction Company

Robert High has worked in the construction industry for over 15 years and joined H. J. High Construction in 1999, marking the third generation to lead the company. Robert worked in different departments within the company to fully understand how the business was run and was appointed President in 2006. Robert has served as Project Executive on over $200 million in educational, religious, industrial and commercial projects and has worked for a variety of clients.

He earned his BA from Furman University, his MBA from Rollins College, and has participated in the Owner/President Management School at Harvard University.

Steven High

Chairman, H.J. High Construction Company

In 1968 the founder of H. J. High, Harlem "Johnny" High, passed away and his son Steve High was appointed company president at the age of 24. During Steve's tenure the company grew and developed into a construction industry leader specializing in multi-million dollar projects complex in nature. Steve served as H. J. High's President from 1968-2006 and continues as Owner and Chairman of the company. His over 45 years of experience and responsibility for over $500 million in Florida projects makes him an invaluable asset. It is Steve's personal philosophy that a client's interest is best served through his personal involvement in the project.

Steve earned his BA from Stetson University, his MBA from Rollin College, and has participated in the Owner/President Management School at Harvard University.

Chris Vernon

President and COO, The Vernon Company

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

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

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

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

Chris is married and has one son, aged 19.

Mark A. Murray

Co-CEO, Meijer, Inc.

Mark A. Murray is the co-CEO and vice chairman of Meijer, Inc., the Grand Rapids, Michigan-based retailer that operates more than 200 supercenters and grocery stores throughout Michigan, Ohio, Indiana, Illinois and Kentucky.

In this role, Mark serves as a partner in the development of future business strategy with Hank Meijer, Doug Meijer and J.K. Symancyk. He also serves as vice chairman of the Meijer board of directors. Mark previously served as president of the retailer from 2006 to 2013.

Prior to coming to Meijer, Mark was president of Grand Valley State University from 2001-2006, following a two-decade career in state government and education. During his years in state government, he served as state treasurer, state budget director, director of the Department of Management and Budget, and acting director of the Family Independence Agency, now known as the Department of Human Services. He also served as vice president for finance and administration at Michigan State University.

Mark received his master's degree in Labor and Industrial Relations and his bachelor's degree in Economics, both from Michigan State University.

 

Hank Meijer

Co-CEO, Meijer, Inc.

Hank Meijer, is co-CEO of Meijer, Inc. a regional hypermarket chain with its roots going back to 1934. Meijer, Inc. is one of the largest privately owned companies in the U.S., with 200 stores in Michigan, Ohio, Indiana, Illinois and Kentucky. Hank joined the family retail business at the age of 11 as a grocery clerk. After serving as a reporter for a Detroit-area suburban newspaper group, he became editor and later publisher of a weekly newspaper in Plymouth, Michigan. He rejoined Meijer in 1979 as assistant advertising director.

In 1984, he published Thrifty Years, a biography of Hendrik Meijer, the company's founder and his grandfather. His articles on Michigan Senator Arthur Vandenberg have been published in the Michigan Historical Review, and he wrote the entry on the Senator for Simon and Schuster's Encyclopedia of the United States Congress.

Hank is vice-chairman of the Gerald R. Ford Presidential Foundation. He also serves on the boards of Fifth Third Bank, the Kettering Foundation, and the Food Marketing Institute, and is a member of the President's Advisory Group of the University of Michigan.

John Kittle

Vice Chairman, Kittle's Home Furnishings

Upon graduation from Indiana University, John Kittle joined Kittle's Home Furnishings, a retail furniture business started by his father in 1932. He headed the company's Ethan Allen division for ten years until his father "handed the reins" of the company to his two sons. Partnering with his brother Jim in 1968, they grew from a single store operation to a 14 store chain in Indiana and Ohio, employing 400 individuals. In 2012 Kittle's was named the U.S. furniture retailer of the year by "Furniture Today".

Commitment to his industry and community as well as building a strong company, have been key to Kittle. He has served as president of the Midwest Home Furnishings Association, Chairman of Indiana Young Presidents Organization (YPO), Vice President of North America YPO. He is a past member of the International YPO and Junior Achievement of Central Indiana boards.

John continues to serve on Kittle's corporate board. He and his wife, Annie, live in Sarasota and have three sons: John Jr., a corporate sales executive with a large pharmaceutical conglomerate, Jeff, an entrepreneur and developer of multi -family apartment complexes and Tucker, a current student at Stetson University.

Kyle York

GM & VP, Business & Product Strategy, OracleDyn

Kyle York is the GM & VP, Business & Product Strategy at Oracle Dyn where he has been a long-time executive, having joined in 2008. Over the years, Kyle has spearheaded company growth and corporate strategy, which led to the acquisition by Oracle (NYSE: ORCL) in January, 2017. In his current role, Kyle focuses on product/business strategy and overall global business unit (GBU) operations.

 
As an expert in the global Internet, cloud, SaaS/IaaS, and technology markets and trends, Kyle has been featured in The New York Times. USA Today, WSJ, NPR ‘All Tech Considered’, PBS Frontline, Washington Post, Wired, TechCrunch, Entrepreneur & Web Hosting Industry Review. He has been a guest speaker at many universities and technology conferences globally, such as Harvard, Stetson, Bentley, SNHU, Gartner, Launch, The Next Web, Web Summit, CIO Summit, HostingCon, and Interop.
 
Kyle has spent the entirety of his career working in the “as-a-service” business model. Prior to joining Dyn, Kyle spent six years at SaaS company, WhippleHill Communications, Inc., acquired by Blackbaud Inc. (Nasdaq: BLKB). In addition to his efforts at Dyn, Kyle is also a board member, advisor and investor in several fast growth startups, including 3rd generation family business, YORK Athletics MFG.
 
He holds a BS in Marketing from Bentley University and lives in New Hampshire, with his wife and three kids.

Stan Sheetz

Chairman of the Board, Sheetz, Inc.

Founded in 1952 by Stan's father Bob Sheetz, the family business operates more than 460 convenience restaurants in the Mid-Atlantic region and is ranked 58th on the Forbes' 500 list of top private companies. Sheetz is also currently ranked as one of the Best Places to Work in Pennsylvania, Ohio, Virginia and North Carolina (the only states in which Sheetz operates that offer the program). In Pennsylvania, Sheetz has made that list 11 consecutive years.

Drafted by his father who founded the company, Stan Sheetz has more than 35 years under his belt at Sheetz. In the early years, Stan worked in a number of departments to learn the ropes. He worked as a salesperson, truck driver, store manager and maintenance technician. After developing his business sense at several companies in New York, Stan returned to the hometown of Sheetz and advanced through the company as executive vice president of finance, executive vice president of operations, and finally president and chief executive officer, a role he acquired in 1995. Stan moved to the position of Chairman of the Board in October 2013.

Stan holds degrees in business management and financial management from Bentley College and Pace University. He is a past chairman of the National Association of Convenience Stores.

Convenience Store News inducted Stan into their Retailer Hall of Fame in November 2013. In July 2012, Sheetz became the first c-store to be named a Golden Chain Award winner by Nation's Restaurant News, and Stan was among five executives nominated for the Foodservice Operator of the Year award that recognizes multi-unit foodservice operators. Stan has been recognized by Chain Store Age as one of the most influential people in retail. The magazine created the list of highly successful men and women in business to celebrate and acknowledge their outstanding vision and influence in the world of retail. Sheetz was also honored by the International Food Manufacturer's Association with the Silver Plate Award in 2001-another first for a convenience retailer.

Under Stan's leadership, Sheetz has experienced aggressive growth in number of stores and employees, achieved impressive financial success, and maintained a healthy culture to create a highly motivated and passionate employee base.

Stan has two grown children, Adam and Samantha. His interests include travel and Italian red wines.

 

Campbell Brown

President and Managing Director, Old Forester, Brown-Forman

Campbell Brown has been President and Managing Director of Old Forester, Brown-Forman's founding bourbon brand, since 2015. A 22-year employee of the Company, he previously served Brown-Forman in the emerging markets of India, the Philippines, and Turkey, and most recently led the Company’s wine and spirits portfolio in Canada and the Midwest region of the U.S. He is a founding member of the Brown-Forman/Brown Family Shareholders Committee. 

Brown-Forman is a diversified producer of fine quality consumer products. It was founded in 1870 by George Garvin Brown in Louisville, KY, U.S. His original brand, Old Forester Kentucky Straight Bourbon Whisky, was America's first bottled bourbon and remains one of Brown-Forman's finest brands today.

Brown-Forman employs 4,120 people worldwide with about 1,000 located in Louisville. Brown-Forman, one of the largest American-owned spirits and wine companies and among the top 10 largest global spirits companies, sells its brands in more than 135 countries and has offices in cities across the globe. In all, Brown-Forman has more than 25 brands in its portfolio of wines and spirits.

Brown has been with the company since 1994 and spent his early years developing the company's spirits portfolio in India, the Philippines and Turkey. Over the four-year period of 2001-2005, he held positions as both the Southern Comfort U.S. Brand Manager and Jack Daniel's U.S. Brand Manager. Prior to his current role as Vice President, Director Midwest Division and Canada, Brown served as Vice President, Director, Southern Comfort Americas. Brown also had territorial responsibility for a number of key East coast markets, working with one of the company's key distributor partners, Charmer Sunbelt.

Brown is a member of the Board of Directors for Republic Bank and Trust and The James Graham Brown Cancer Center.

He earned degrees from Rollins College and the University of Miami.

Anna Nichols

Director of Communications, Altair Advisers LLC

Anna has more than 12 years’ experience of marketing, research and educational programming in the family wealth industry. Prior to joining Altair Advisers, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. In addition she has presented at numerous wealth management industry conferences, including the Schwab IMPACT Conference, the Family Firm Institute (FFI) International Conference, the Southeastern Family Office Forum and the Family Business Magazine Transitions Conference. 

Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association. 

Anna received a bachelor’s degree from Guilford College and an MBA from Fordham University. She lives in Evanston, IL with her husband and two children.

Susan P. Mucciarone

Director of Wealth Advisory, Glenmede

Susan P. Mucciarone is Director of Wealth Advisory and a member of the Glenmede Management Committee. She is responsible for managing wealth advisory and fiduciary administration services provided to high-net-worth, ultra-high-net-worth and family office clientele.

Prior to joining Glenmede in 2010, Ms. Mucciarone served as the Executive Vice President and Senior Managing Director of Wells Fargo Family Wealth (formerly Calibre, a division of Wachovia), one of the top-ranked multi-family offices in the United States. During her 15 years at Wells Fargo, she held several key positions including Managing Director of Wealth Management for the Mergers and Acquisitions Group, and Managing Director and President of the Alternative Investment Group. In all, she brings 30 years experience in family office services, alternative and traditional investment management and business accounting.

Ms. Mucciarone received a Bachelor of Science in Business Administration degree with a major in accounting from Bowling Green State University in 1979 and a Masters of Business Administration degree from Case Western Reserve University in 1984.

She and her husband make their home in Haddonfield, NJ and are actively involved in several charitable organizations in the greater Philadelphia community.

Stephanie Brun de Pontet, PhD

Senior Consultant, Family Business Consulting Group

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

A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on key aspects of this process, such as establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations.  Her work is driven by knowledge and experience from the fields of management, entrepreneurship and psychology.

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

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

Joseph Orsino

Chief Executive Officer, Ceviche Tapas Bar and Restaurant Group

 

Joseph began his career with Ceviche in 2007 after the company was purchased by a private investment group led by his father, Philip Orsino.  Philip, a building products entrepreneur and author of Successful Business Expansion: Practical Strategies for Planning Profitable Growth, has contributed not only as an owner, but more importantly as a mentor to his son.  Under Philip’s encouragement and Joseph’s leadership, Ceviche has expanded to new markets, grown to employ over four hundred people and now serves more than five hundred thousand customers annually.

Headquartered in Tampa, FL, Ceviche owns and operates five full service Spanish tapas restaurants in west and central Florida.  It offers a unique concept that combines food, culture, music and atmosphere into a one-of-a-kind dining and entertainment experience.  Ceviche is a leader in its industry and has won numerous awards including:

  • “Top Ten Restaurants in Tampa Bay” by USA TODAY
  • “Most Romantic Restaurant” by WSTP Channel 10 and Metro Mix
  • “Best Tapas in Town” by Tampa Bay Metro
  • “Best Spanish Restaurant” by the Best of South Tampa Reader’s Poll
  • “Fast 50 – Top Growing Companies” by Tampa Business Journal
  • “Top Twenty New Restaurants in Florida” by Florida Trend Magazine
  • “100 Best Bars & Clubs” by St Pete Times
  • “Best Restaurant Overall” by Creative Loafing Tampa Bay
  • “Top Three Places to Host a Wedding” by The Knot

Joseph is also an active community member, serving on the University of Tampa Board of Fellows and the Committee on Student Affairs.  He holds a BS in Management and Economics, and an MS in Finance from the University of Tampa.  He also holds the Chartered Financial Analyst designation.

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.

Chris Herschend

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

Chris Herschend is a third-generation shareholder and Vice Chairman of Missouri-based Herschend Family Entertainment Corporation, the largest family-owned themed attractions company in the US. HFE properties span 26 locations and 10 states, employing over 10,000 men & women who collectively host over 13 million guests annually at properties including Silver Dollar City in Branson, MO, Dollywood in Pigeon Forge, TN, Darien Lake in Buffalo, NY, and the world-famous Harlem Globetrotters. Chris is also the majority owner and President of Ride The Ducks International, the world's largest operator and licensor of amphibious sightseeing tours with 8 locations across the United States & Guam.

Chris has been elected by the shareholders to serve on the HFE board of directors since 1997 and has served on the audit & compensation committees of the board. Prior to joining Herschend, Chris worked for Coca-Cola, Cox Communications, and an Atlanta venture capital firm. He earned both his BA (1995) and MBA (2003) from Emory University in Atlanta.

Chris and his wife Ashley have four young children and live in Atlanta, GA. Chris' current & past community/industry service roles include the International Association of Amusement Parks & Attractions (IAAPA), the Georgia Chamber of Commerce, Young Presidents Organization (YPO), Durban Youth Missions, Atlanta Youth Academy, The Church of the Apostles (Atlanta), the Georgia Center for Opportunity, and Blue Skies Ministries.

 

Nancy Drozdow

Principal and Co-Founder, CFAR

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

Justin M. Zamparelli

Partner, Withers Bergman LLP

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

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

Thomas J. Pauloski, J.D.

National Managing Director, Wealth Management Group, Bernstein Global Wealth Management

Thomas J. Pauloski is a National Managing Director in the Wealth Management Group of Bernstein Global Wealth Management, the research division of Bernstein's Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.

Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.

Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

Tom and his wife of 29 years, Barb, reside in Highland Park, Illinois, with their children, Kathie and Mike.

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.

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.

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.

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Rhona Vogel is the CEO and Founder of Vogel Consulting Group. While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated service in tax and estate planning, as well as unbiased investment advice. As a result, she formed Vogel Consulting – an independent multi‐family office.

 
Rhona founded the firm around the concept of integration and is passionate about Vogel’s customized approach. She is actively involved with many of the firm’s largest client families, working intimately to plan, manage and build their wealth for present and future generations. Areas of special interest include tax‐efficient investing and direct investment deal negotiations. Testament to her decades of hands‐on experience, Rhona frequently speaks on topics ranging from family office best practices to future tax legislation and investment strategies.
 
A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and soon after began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led Andersen’s Family Wealth Planning Group.
 
Rhona gives of her time and expertise on the board of the Wisconsin Historical Foundation and as a member of Marquette University’s School of Business, Dean’s Council of Excellence. She also serves on the board of several private family foundations. Accountants and serves on the board of several private family foundations.

About Transitions East 2014

Transitions East 2014 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 and in-laws 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. 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.

68% of attendees at Transitions are coming to the conference for the first time; 98.5% 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 director David Shaw at (301) 963-6162 or by email.

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

What Attendees Say About Transitions

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

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

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

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

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

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

"Thanks again for hosting a fabulous conference. My dad and I really got a lot out of it, from thinking about governance structures to new insights into executive compensation. For me, more than anything else it was nice to be in a room full of people who think about their businesses from a 'long-term' perspective. It's awfully hard to build anything substantial when your perspective is limited to 5-7 years...I look forward to attending many future Transitions conferences!

"This is truly a conference 'created for family companies by family companies' and, once again, we enjoyed some great, honest presentations by some outstanding family business members, non-family executives and family business experts."

"Great forum for discussion, sharing and learning that can be applied to both our family and our business."

"I was overwhelmed by the value I received from this conference. You did a phenomenal job."

"Very good networking and very good speakers. I was glad to have experienced this conference."

"This was my first family business conference and I met a lot of good people and gained a lot of ideas I can bring back to my family's business."

"Transitions was very enlightening and gave a broader perspective of what others are facing and how they have overcome similar challenges to the ones we face."

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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

Conference Location

The Grand Hyatt Tampa is part of the family-controlled Hyatt hotel chain. 

Enter a haven for wildlife that is home to a freshly-redesigned, contemporary Tampa Bay hotel. Following a $16 million renovation, our guestrooms have been totally transformed to provide the perfect hideaway amid surroundings of unspoiled natural beauty. Egrets and herons seem oblivious to the pace around them as they roam the grounds of this 35-acre AAA Four Diamond luxury resort.  Perfectly located, the hotel is just minutes from the Florida airports, downtown Tampa Bay, beaches and more. Let your spirit soar at the most luxurious choice of Tampa Bay hotel resorts.

 

 

Special group rates have been secured for Transitions East 2014 attendees:

$179 plus state and local taxes (Net, non-commissionable).  Includes complimentary internet in guest rooms.

Reservations may be made, modified or canceled online using this link.

Reservations may also be made by calling (888) 421-1442 and referring to the group (Family Business Magazine) and meeting name (Transitions East 2014).

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

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

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Transitions East 2014 Registrations are now closed.  If you'd like to sign up for our wait list, we'll notify you if space becomes available. 

You'll also receive advance notification of the opening of registrations for Transitions West 2014, November 12-14, 2014.

Register Today!

Registration Information

Transitions East 2014 has reached capacity, and registrations are now closed.  Join our wait list, here.


Please Note: Attendance at this conference is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members. Attendance is strictly limited to the first 75 family businesses/enterprises who register.

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

To join the wait list for Transitions East 2014, click here.

Standard Pricing (after February 8, 2014)

Family Company Attendees
$1,695--First Attendee from your family company
$1,195--Each additional attendee (Age 30 and above)
$995--Each additional Next Generation attendee (age 29 or below)

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Scott Chase at (301) 879-1613 for information on attending. For general questions on attendance, please contact Justine Wood at (703) 850-5497.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 14, breakfast and lunch on November 15, and a welcome reception with buffet dinner on November 13, as well as refreshment breaks.


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 less an administrative fee of $150 per registrant; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten days 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.