Transitions East 2017

The conference for family businesses by family businesses

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

Transitions East 2017 will address:

  • The Successful Family Leader
  • Family Employment:  What Works and What Doesn’t
  • Engaging Family Members Not in the Business
  • Family Councils and Family Governance Strategies
  • The NextGen's Role in the Family Business

Special Bonus:  To extend and enhance conference learning, all attendees will receive a free one year's subscription to Family Business Magazine (or a one-year extension to their current subscription).  Subscription includes access to Family Business' online archive of more than 750 articles, organized by topic.

We continually strive to enhance your conference experience:

  • Smaller group sessions to facilitate discussion.
  • Topic-based expert briefings 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.
  • Family Business Basics--a pre-conference session focused on key family business terms and ideas, 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.
  • Hosted family meetings:  For attending families who want to meet before and after the conference, professionally facilitated. Limited availability.

Featured Speakers

Horst Bente

Board Member, Adi Dassler (Adidas) International Family Office

Jack Ouellette

Executive Chairman, American Textile Company

Laura Rea Dickey

Chief Executive Officer, Dickey's Barbecue Pit

Lansing Crane

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

Amy Billings

Family Council and Executive Committee Member, J.E. Dunn Construction Company

Sam Agnew

Director and Family Council Chair, The Agnew Company

Lauren Tracy

Business Development Manager, Dot Foods, Inc.

Kyle Fernley

Director, Fernley and Fernley

Katie McCullough

Manager, Business Analytics, The Pictsweet Company

Lindsey Wilkins Press

Family Council Member, Mannington Mills

Zach Tucker

Live Production Special Project Coordinator, Maple Leaf Farms, Inc.

Bill Rock

President, MLR Holdings

Andrew D. Pitcairn

Pitcairn Family Council Chair

Chris Herschend

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

John W. Reininger

Chief Relationship Officer, The Clemens Family Corporation

Andrew Hedger

Composites Product Line Manager, Magnum Venus Products

Richard Gonzmart

President, Columbia Restaurant Group

Michael Williams II

Chief Executive Officer, Cadillac Products Inc.

Register Today!

Registration Information

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

Past attendees of any Transitions Conference receive an additional 10% discount on their registration fees.

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

 

Begin your registration here.

Family Company Attendees
$1,850--First Attendee from your family company
$1,350--Each additional attendee (Age 30 and above)
$1,150--Each additional Next Generation attendee (age 29 or below)

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

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Mike Bachman at (215) 405-6070 for information on attending.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on March 23, breakfast and lunch on March 24, and a welcome reception with buffet dinner on March 22, as well as refreshment breaks.

Registration contact:
Justine Wood
Events Director
jwood@familybusinessmagazine.com
(703) 850-5497

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director 13631 Maidstone Lane, Potomac, MD 20854, or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

Program

Wednesday, March 22
 
2:30-6:30 p.m. Registration Open
 
3:30-4:30 p.m. Family Business Basics
An optional, complimentary pre-conference session for first-time Transitions attendees and others who wish to brush up on key family business terms and practices. The session will also offer tips on how to get the most out of the conference experience.
 
Speakers:  Barb Dartt, Consultant, The Family Business Consulting Group; Peter Begalla, Conference and Education Director, Family Business Magazine
 
5-6:15 p.m. The Successful Family Leader
Every successful family business needs a successful family leader to maximize the power of the family’s involvement in and care for the business and its customers.  This session will look at emerging formal and informal leadership roles for family members outside of any role they may or may not play in the business itself.
 
Speakers:  Horst Bente, Board Member, Adi Dassler (Adidas) International Family Office; Andrew Pitcairn, Family Council Chair, Pitcairn; Chris Herschend, Vice Chairman, Herschend Enterprises; Learning Chair, YPO-WPO Global Family Business Network
Moderator:  Charlie Carr, Managing Director, Family Business Advisory Services, PwC
 
6:15-6:45 p.m. Opening Keynote Conversation
 
Speaker:  Laura Rea Dickey, Chief Executive Officer, Dickey's Barbecue Pit
Interviewed by:  Jonathan Flack, Partner, US Family Business Services Leader, PwC
 
6:45-9 p.m. Welcome Reception and Dinner
 
Thursday, March 23
 
7:30 a.m.-4:30 p.m. Registration Open
 
7:30-8:30 a.m. Breakfast
 
8:30-9:45 a.m. Family Employment:  What Works and What Doesn’t
Family members as employees can cause a variety of unexpected issues.  This session will look at how to employ family members without threatening non-family employees, how best to review the performance of and mentor family employees and how to give the “bad news” to family members who aren’t performing.
 
Speakers:  Jack Ouellette, Chairman, American Textile Company; Michael Williams II, Chief Executive Officer, Cadillac Products Inc.
Moderator:  Scott Winget, Senior Managing Director,  Center for Wealth Impact, Ascent Private Capital Management
 
9:45-10:15 a.m. Networking Break
 
10:15-11:15 a.m. Engaging Family Members Outside of the Business
The power of the family business can be enhanced by successfully engaging the attention and participation of family members who are not working for the company.  This session will look at engagement strategies that keep the whole family together and on the same page.
 
Speakers:  Sam Agnew, Director and Family Council Chair, The Agnew Company; Katie McCullough, Manager, Business Analytics, The Pictsweet Company; John W. Reininger, Chief Relationship Officer, The Clemens Family Corporation
Moderator:  Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust
 
11:30 a.m.-12:30 p.m. Expert Briefings
  • Cybersecurity, Social Media Policies and Family Risk Management:  F. Douglas Raymond III, Partner, Drinker Biddle & Reath LLP
  • The Family Office—What It Is and What It Does:  Shannon Zur, Family Office Director, Vogel Consulting
  • Family Education Policies and Practices:  Anna Nichols, Director of Communications, Altair Advisers LLC
  • Effective Family Employment Policies:  Mark Haranzo and Clyde Tinnen, Partners, Withers Bergman LLP
  • Taxes, Trusts and Estate Issues:  Mark Nash, Partner, Personal Financial Services, PwC
  • Managing Wealth’s Impact on the Family:  Jill Shipley, Managing Director, Family Dynamics and Education, Abbot Downing
  • How Governance Entities Should Interact—Family Council, Owner’s Committee, the Board and Trusts:  Steven R. Walker, General Counsel, Secretary, and Director of Board Advisory Services, National Association of Corporate Directors
 
12:30-1:30 p.m. Lunch
 
1:30-1:45 p.m. Networking Break
 
1:45-2:45 p.m. Family Councils and Family Governance Strategies
Governing the family—as opposed to the business—is a key element of successful family businesses.  This session will explore forming and getting the most out of a family council, and will address additional creative approaches to family governance.
 
Speakers:  Amy Billings, Family Council and Executive Committee Member, J.E. Dunn Construction Company; Lauren Tracy, Business Development Manager, Dot Foods, Inc.; Lindsey Press, Family Council Member, Mannington Mills
Moderator:  Rhona Vogel, CEO and Founder, Vogel Consulting
 
2:45-3:00 Networking Break
 
3:00-4:00  p.m. Family Council Intensives (select one)
New to or Planning a Family Council:  Nancy Drozdow and Debbie Bing, CFAR
Early Stage Family Councils:  Richard Joyner and Jeff Strese, Tolleson Wealth Management
Mature Family Councils:  Andrew Pitcairn, Pitcairn
 
4:00-5:00 pm Family Dynamics Intensives (select one)
 
Strategies for Dealing with Family Conflict:  Doug Baumoel, Continuity Family Business Consulting
Succession Strategies:  David Lansky, The Family Business Consulting Group
NextGen Development:  Lauren Benenati, GenSpring
 
6:30-9 p.m. Family Dinner
 
The Columbia Restaurant
Speaker:  Richard Gonzmart, President, The Columbia Restaurant Group
 
Friday, March 24
 
7:30-8:30 a.m. Breakfast
 
8:35-9:35 a.m. Expert Briefings
Repeats sessions from Thursday
 
9:35-10 a.m. Networking Break
 
10-11:15 a.m. The NextGen’s Role in the Family Business 
A key question many family businesses face is whether or not the Next Generation plans to join the business.  This session will feature NextGen family members who will discuss what they needed in order to make that decision.
 
Speakers:  Kyle Fernley, Director, Fernley & Fernley; Zach Tucker, Live Production Special Project Coordinator, Maple Leaf Farms, Inc.; Bill Rock, President, MLR Holdings LLC
Moderator:  Jill Shipley, Managing Director, Family Dynamics and Education, Abbot Downing
 
11:15 a.m.-12 noon Keynote Interview
 
Speaker:  Lansing Crane, Former Chairman and CEO, Crane & Co. Inc.,
Interviewed by: Peter Begalla, Conference and Education Director, Family Business Magazine
 
12 noon-1:15 p.m. Lunch

About Conference

Transitions East 2017 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

Who Should Attend

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

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

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

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

For further information, contact conference director David Shaw at (301) 963-6162 or email dshaw@familybusinessmagazine.com.

Registration

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

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

Propose a Topic or Speaker

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

Advisers and Sponsors

If your company provides services to family businesses, please considering sponsoring the conference.  Access to Transitions conference attendees—by attending the conference, a tabletop exhibit and/or by participating as a moderator/panelist is only available to conference sponsors.   Alternatively, if you are an adviser to family businesses, you may register to attend the conference with a family member for a business you advise. Contact Mike Bachman at (215) 405-6070, or email mike.bachman@familybusinessmagazine.com

Student Registration

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

What Attendees Say About Transitions

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

 

Confirmed Speakers

Sam Agnew

Director and Family Council Chair, The Agnew Company

Sam is an attentive steward and a fourth generation family member.  He is currently a Director for The Agnew Company, as well as Family Council Chair.  For the Family Council his role includes being champion of legacy, education, & hospitality and events for their family assembly meetings which take place annually.  Sam is an Entrepreneur.  Over the last 2 years his ventures include opening up a Distillery in the State of Washington where he and his team plan on producing and creating the best Spirit products and Spirit experience in the industry. Sam has also become a Gallup®-Certified Strengths Coach.  He uses his passion for strengths-based development and draws on 10 years of business leadership to help individuals achieve greater success and satisfaction through the Gallup StrengthsFinder assessment.  
 
Sam is married to his wife Jenny of 12 years.  They have two children, a 6 year old son and a 2 year old daughter as well as third daughter on the way due in early June, 2017. He enjoys spending time with his family, running, golfing, playing basketball, skiing, and chasing around his kids.  It brings him great joy to watch them grow.  Sam is a graduate from the University of Kansas.  He is a passionate Kansas Basketball and Seattle Seahawk fan.  

Jack Ouellette

Executive Chairman, American Textile Company

Jack Ouellette is the non-family Chairman and began his career at American Textile in 1976 as an assistant to the owner. He was appointed executive vice president in 1982 and became president in 1991. In 1996, he became chief executive officer. Jack was appointed Chairman in January 2013.
 
American Textile was founded in 1925 and has grown to become one of the largest utility bedding companies in the United States. American Textile manufactures and distributes bedding items to the retail market in the U.S. and Canada. The products include protective bed coverings for pillows and mattresses, bed pillows, mattress pads, comforters and sheets. American Textile has operations in Pittsburgh, PA (corporate headquarters), Tifton, GA, Dallas, TX, Salt Lake City, UT and San Salvador, El Salvador. It has sales offices in New York, NY and Bentonville, AR. The company has a product development and marketing office in Davidson, NC and a sourcing office in Shanghai, China. It has more than 400 employees worldwide.
 
After graduating from the United Stated Military Academy at West Point, Jack served as an officer in the United States Army for nine years. As an officer, he completed Army Ranger School, served as a Company Commander in Germany and was a pilot in Vietnam where he was awarded the Bronze Star. He went on to teach military science and earn his MBA from Duquesne University.
 
Jack is currently involved with The Allegheny Conference. Over the years he has been involved in a number of community activities having served on the Board of The Boys & Girls Club, Shannopin Country Club, and Duquesne Business Advisory Council. He currently serves on the board of Sherpa, Henderson Brothers and American Apparel & Footwear Association. An avid golfer, Jack and his wife, Gigi, make their home in Pittsburgh, PA.

Kyle Fernley

Director, Fernley and Fernley

Kyle Fernley is a graduate of the University of Colorado at Boulder holding a Bachelor of Arts Degree in Psychology. He currently serves as Executive Director for the Society for Social Work Leadership in Health Care and CFA Society of Philadelphia. He is the fifth generation of this family company who origins date back to 1886. 

Kyle also serves as Director of Premier Meetings by Fernley, a strategic partner of Fernley and Fernley where his responsibilities include hotel contract negotiation for conventions concerning groups over 300 guests.
Kyle is currently serving on the Mid Atlantic Society of Association Executives Board of Directors, Conference Committee and Marketing Task Force Committee. He served on an additional 3 MASAE committees in 2014 and was also a presenter at the 2014 MASAE Annual Conference.

Kyle is also an active volunteer in his community serving as a volunteer in Big Brothers Big Sisters of America and is founder and member the Young Professionals Network for Education Works, which helps underprivileged students in the Philadelphia community.

Lauren Tracy

Business Development Manager, Dot Foods, Inc.

Lauren Tracy is a third generation Tracy family member working for Dot Foods. While Lauren started working for the family business at the age of 14, her full-time career with Dot didn’t begin until 2007. Lauren has held her current position, business development manager, since 2009. Prior to that, she served Dot’s South region as a district sales manager. Of the 47 third generation family members, Lauren was the second born. She is the Tracy Family Foundation board treasurer, and she held a seat on the Tracy Family Council for numerous years. Lauren graduated from Illinois State University in 2002 with a bachelor’s degree in communications and received her MBA from the University of Colorado Denver in 2007.

Dot Foods, Inc., carries 105,000 products from 650 food industry manufacturers, making it the largest food industry redistributor in the United States. Through Dot Transportation, Inc., a wholly owned subsidiary of Dot Foods, the company distributes foodservice, convenience, retail and vending products to distributors in all 50 states. Dot Foods operates nine distribution centers, which are located in Modesto, California; Vidalia, Georgia; Burley, Idaho; Mt. Sterling, Illinois; Cambridge City, Indiana; Williamsport, Maryland; Liverpool, New York; Ardmore, Oklahoma; and Dyersburg, Tennessee. 

Amy Billings

Family Council and Executive Committee Member, J.E. Dunn Construction Company

Amy Dunn Billings is a fourth-generation owner of JE Dunn Construction Group, a general contracting company based in Kansas City, Missouri with $2.79 billion in annual revenue and ranked the tenth largest general contracting company in the United States (2015). Amy is active on the Dunn Family Council, serving as a core member in the development and leadership of the council since its inception in 2015. Her primary objectives are to increase communication among the extended family and to promote opportunities that provide development of the soft skills crucial to the success of a democratic family system.
 
By day, Amy and her husband, Michael, run a bison ranch and wedding venue with overnight accommodations. They are proud stewards of this majestic icon of America and enjoy providing guided tours of the herd to guests.  Grass-finished, premium bison meat is also made available to local restaurants and farmers’ markets. Weekends are busy with weddings catering to couples looking for an upscale, rustic vibe in an authentic ranch setting. With such a busy lifestyle, there is not a lot of time for hobbies, so Amy and Michael make a point to squeeze in some traveling even if it is only as far as the back porch to soak in a stunning Midwest sunset.

Katie McCullough

Manager, Business Analytics, The Pictsweet Company

Family-owned and family-run for four generations, The Pictsweet Company was built on commitment, forged from the kind of loyalty that comes from the heart. The family and company are rooted in the town of Bells, TN. The Pictsweet Company is currently owned and managed by three generations of the Tankersley family and sells frozen vegetables through both retail and food service outlets across the United States.

Katie McCullough was born and raised in Bells, TN, and is a fourth-generation member of the Tankersley family. She graduated from the University of Tennessee, Knoxville with a bachelor’s degree in marketing and international business, and a dual master’s in business administration and business analytics. Katie is currently the manager of business analytics for The Pictsweet Company as well as secretary of the Pictsweet Family Council.  

Zach Tucker

Live Production Special Project Coordinator, Maple Leaf Farms, Inc.

Zach Tucker has served as the live production special project coordinator for Maple Leaf Farms since 2013. In this role, he serves as a liaison between the company and universities that conduct research for the company and trade and industry organizations that represent the poultry industry. He also supports international technical services and breeder technical services and coordinates the company’s Trident Stewardship Program, which encompasses an internal training and certification program and third party audit process. In addition to his regular responsibilities, Zach has also assumed duties as Maple Leaf Farms’ corporate biosecurity officer. In this position, he will coordinate the company’s biosecurity assessments and serve as a liaison at industry meetings related to disease prevention and response plans.
 
Zach earned a bachelor of science degree in animal agribusiness through Purdue University’s College of Agriculture. He is a member of the Poultry Science Association and is a National Poultry Improvement Plan (NPIP) authorized agent in Indiana.
 
Maple Leaf Farms, Inc. is North America's leading producer of quality duck products, supplying retail and foodservice markets throughout the world with innovative, value-added foods. The company also produces a line of chicken strips, nuggets and gourmet entrees. Founded in 1958, Maple Leaf Farms is a fourth-generation, family-owned company that also markets innovative natural health products and services through its MLF Biotech division and an integrated duck production system, INDUX, through its international division. The company currently employs 1,000 people at operations in Indiana, Wisconsin, California and Michigan, and in China.
 
Maple Leaf Farms and the Tucker family have been honored with numerous awards for the company’s business practices and support of its local community. These range from recognition by local FFA chapters and Chambers of Commerce to family business and business ethics awards. Most recently, Maple Leaf Farms received the One Welfare award from the Indiana Veterinary Medical Association (IVMA). 

 

Lindsey Wilkins Press

Family Council Member, Mannington Mills

Lindsey Press joined Silver Lake in 2012 and is a Senior Vice President, Marketing & Investor Relations. Ms. Press assists with fundraising, marketing, and investor coverage efforts for all the Firm's strategies. Ms. Press joined Silver Lake from UBS Investment Bank, where she advised private equity firms on fundraising mandates. Prior to UBS, Ms. Press was with American Capital, Ltd., where she focused on mezzanine and private equity investments in the middle market. Ms. Press was formerly an investment banker at Goldman, Sachs & Co. and Credit Suisse, where she worked on mergers and acquisitions and financing transactions in the Global Industrials and Services Group. Ms. Press graduated from Harvard College with an A.B. in Art History and a citation in French language and was a John Harvard Scholar.

Laura Rea Dickey

Chief Executive Officer, Dickey's Barbecue Pit

Laura Rea Dickey currently serves as Chief Executive Officer of Dickey’s Barbecue Restaurants, Inc. Dickey served as the Chief Information Officer for eight years, and made the transition to CEO after excelling in her previous role. Dickey has worked in the marketing and information technology field for over 15 years, and has led the marketing, IT and training departments at Dickey’s Barbecue Restaurants, Inc. during her time there.
 
After graduating from Texas Christian University in 2001, Dickey went on to work at agencies such as Murray Brown Creative Group, The Richards Group and The Point Group. Through her years of agency experience, Dickey worked with brands such as W Hotels, American Heart Association, Blue Mesa, La Madeline and Chick-Fil-A. Dickey’s specialty is the intersection of technology and marketing, turning data insights into brand and business solutions.
 
In her time as CIO of Dickey’s Barbecue Restaurants, Inc., Dickey implemented countless new initiatives to improve the Dickey’s brand and better the business as a whole. Dickey found a way to merge technology and barbecue to create a way to better serve Dickey’s customers as well as the business, and has made Dickey’s a technology leader in restaurant industry.
 
Dickey's Barbecue Pit is a true American success story. In 1941, Travis Dickey, a World War I veteran, opened the first Dickey's Barbecue Pit in Dallas, Texas. Dickey was a true Texas character blessed with the gift of gab and the love of authentic, slow-smoked barbecue. In the beginning, Dickey’s Barbecue Pit was truly a family operation with Travis working the block and Miss Ollie Dickey serving sandwiches. Space on the restaurant sign was rented out to help pay the start-up costs for the restaurant and the menu was limited to beef brisket, pit hams, barbecue beans, potato chips, beer, bottled milk and sodas.
 
Brothers Roland and T.D. Dickey took over the business in 1967, continuing their father’s legacy of quality, hickory smoked signature meats. Under the direction of the Dickey brothers, Dickey’s Barbecue Pit expanded throughout the Dallas Fort Worth area and quickly became known throughout Texas for mouthwatering hickory-smoked barbecue, popular catered events and the iconic Big Yellow Cups. Franchising began in 1994 after loyal guests and barbecue fanatics demanded more locations. Today with over 530 locations in 43 states, loyal guests are what keep Dickey’s thriving in every community.

 

Lansing Crane

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

Lansing Crane retired in 2007 from Crane & Co. Inc. after 12 years as its Chairman and Chief Executive Officer. A member of Crane's Board of Directors from 1985 until 2007, He is currently Chairman of the Board of Directors of Canal Insurance Company of Greenville, South Carolina, a Director of Wells' Dairy Inc. of Le Mars, Iowa, and a Senior Advisor on mergers and acquisitions and family corporate matters to Brown Brothers Harriman & Co. Mr. Crane is also Executive-in-Residence at the Family Business Center of the Loyola School of Business in Chicago Illinois, and a member of the Business Advisory Board of the Family Firm Institute.

Mr. Crane is a sixth-generation descendant of the founder of Crane. During Mr. Crane's tenure at Crane & Co., the company moved from being a New England manufacturer of niche products to a diversified, global company while still retaining the values and culture of a unique legacy company. Mr. Crane led a professionalization of Crane's board of directors, management and family governance structures.

Trained as a lawyer, Mr. Crane practiced law in New Haven, Connecticut and taught in the Yale School of Medicine until joining Crane & Co. He and his wife, Katharine, now reside in Boulder, Colorado.

Crane was established in 1801 and has been privately owned by the Crane family since then. Crane is a world leader in the manufacture and sale of high security currency products, fine cotton stationery and high performance, nonwoven materials for filtration and insulation. Crane has supplied the U.S. Treasury with all of its currency paper requirements since 1879, and has developed banknote security features that are present in the currencies of the United States, the European Union, and many nations of the world.

With its 2001 acquisition and subsequent modernization of the banknote printing and paper facilities of the Central Bank of Sweden outside Stockholm, Sweden, Crane Currency has become a fully integrated supplier of banknotes, banknote paper and security features for governments worldwide.

In the United States, Crane's branded 100% cotton stationery has been the standard for business and social correspondence, and important social occasions, for generations.

Crane's nonwoven products are sold worldwide for fine water filtration, cleaning emissions from coal burning power plants and diesel engines, and safely insulating office panels and computer chips.

Bill Rock

President, MLR Holdings

Bill Rock is a third-generation family member and President of MLR Holdings.  MLR Holdings owns media and B2B information businesses including The 451 Group, the parent company of Uptime Institute and 451 Research, and magazines and media properties under the brands Directors & Boards, Private Company Director, and Family Business
 
Uptime Institute, the Global Data Center Authority, is focused on improving the performance, reliability and efficiency of business critical infrastructure through industry leading standards and certifications, research, and consulting. Uptime Institute is best known for its creation and global administration of the Tier Standards for Data Center Design, Constructed Facility, and Operational Sustainability, along with its Management and Operations (M&O) reviews and FORCSS methodology. To date, Uptime Institute has awarded over 1,000 certifications to data centers in over 80 countries.
 
451 Research is a preeminent information technology research and advisory company. With a core focus on technology innovation and market disruption, 451 Research provides essential insight for leaders of the digital economy. More than 120 analysts deliver that business value via syndicated research and proprietary data, advisory services, and live events to more than 1,000 client organizations.
 
Through print and digital publications, handbooks and live conferences, MLR Holdings’ three media properties, Directors & Boards, Private Company Director, and Family Business, provide guidance and insight to public and private company directors, family-owned companies, family offices and advisors on governance, succession, and wealth issues.
 
Bill received his B.A from Harvard University, his M.B.A. from the Wharton School of the University of Pennsylvania, and his J.D. from the University of Pennsylvania Law School.   Bill is a member of Young Presidents’ Organization.  

Horst Bente

Board Member, Adi Dassler (Adidas) International Family Office

Since the sale of Adidas, the family business, Horst Bente has been a private investor in a variety of fields in Europe, the US and the Bahamas. Previously, he had held executive positions at Jacobs Suchard (Germany), Bayer/Monsanto (USA) and ISL Marketing (Switzerland). A third generation member of the Dassler famly, Horst is now embarked on the journey of preserving the legacy of his grandfather Adi Dassler, founder of Adidas, through various initiatives that include an incubator to identify and finance the next great ideas in the world of sports and related fields, the development and production of a Hollywood feature film about the life of Adi Dassler, and philanthropy that combines athletics with academics in the world's underprivileged regions. Horst holds an MBA from Golden Gate University in San Francisco and is fluent in both English and German.

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.

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.

 

John W. Reininger

Chief Relationship Officer, The Clemens Family Corporation

John Reininger is the Chief Relationship Officer of The Clemens Family Corporation. John is a fourth-generation in-law family member. He began working for Hatfield Quality Meats, the family's legacy business, in 1991. Prior to being named to his current post in April 2007, he spent time working in all areas of the business - livestock procurement, operations, marketing and sales.

The Clemens Family Corporation (CFC), located in Montgomery County, PA, is a sixth-generation, privately held family company focused on long-term value creation for its customers, exceptional governance and accountability. CFC's business interests include Clemens Food Group (CFG) and Clemens Development. CFC employs 2,165 people, had FY2014 revenue in excess of $780 million.

CFG's Hatfield Quality Meats (HQM) brand, its legacy business founded in 1895, and owns more than 1.3 million square feet between its two facilities located in Hatfield and Emmaus, PA. The Hatfield facility is the sixth-largest pork processing plant in the country and the largest full-line pork processor in the Northeastern United States. The Hatfield Quality Meats brand is the dominant brand within the Northeastern United States and service the Foodservice industry throughout the United States.

Clemens Development owns and manages a portfolio of over 1.3 million square feet of industrial and commercial retail property located throughout Pennsylvania. These properties include the Clemens Business Center (a flex-industrial center), Hatfield Pointe (commercial-retail), and the corporate headquarters of a major lab sciences firm (pharmaceutical research and development center). National commercial tenants include Lowe's, WaWa, ShopRite, Chick-fil-A and P.O.D.S

As Chief Relationship Officer, John serves a shareholder base of 273 shareholders and 649 family members ranging from the second through the sixth generation. Also in his role, he serves as the corporation's point of contact with state and local government agencies. He currently serves as the chairman of the Clemens Family Philanthropic Committee and chairs the Owners' Advisory Council.

John is active in community and other organizations. He is a board member of the North Penn United Way and past campaign chairman. He is actively involved in various community fund-raising projects, including Cradle of Liberty, Penn Foundation, Harleysville Senior Center and Boys and Girls Clubs.

John also served on Pennsylvania Attorney General Tom Corbett's Agriculture Policy Committee and Governor-elect Tom Corbett's Agriculture Transition Team. John received his bachelor's degree in animal science from University of Wyoming.

He and his wife, Karen, have been married for 25 years and have three sons: Andrew, who attends Temple University; Brad and Jason who both attend West Virginia University.

Andrew Hedger

Composites Product Line Manager, Magnum Venus Products

Richard Gonzmart

President, Columbia Restaurant Group

Richard Gonzmart is the fourth-generation president of the world-famous Columbia Restaurant Group, which includes six Columbia Restaurants, one Columbia Café, and two Cha Cha Coconuts, a tropical bar and grill. The Columbia Restaurant was founded in 1905 and is the oldest restaurant in Florida, and the largest Spanish restaurant in the world. He is the great-grandson of Casimiro Hernandez, Sr., the founder of the original Columbia Restaurant in Tampa's Historic Ybor City. The Columbia Group was named the MassMutual National Family Business of the Year for 2001-2002.

Gonzmart currently serves on the Board of Directors for the Inaugural Florida Entrepreneur & Family Business Advisory Board at the University of Tampa, Board of Directors for Visit Florida, Board of Directors of the Tampa Chamber of Commerce, Moffitt Cancer Center and Research Hospital Foundation Board, Secretary of the Florida Highway Patrol Advisory Council Executive Board of Directors, Hillsborough County Commission Tourist Development Council, the Florida Restaurant and Lodging Association Board of Directors, the University of South Florida Foundation, and the University of South Florida Athletic Task Force. He is also on the Advisory Committee for the Culinary Operations Academy for Hillsborough High Schools and the St. Petersburg Pier Advisory Task Force.

Richard has been married to Melanie Heiny Gonzmart since 1973. They have two daughters, Lauren Gonzmart Schellman and Andrea Gonzmart; and both work for the family business at the corporate office. He has five grandchildren: twins Isabella and Michael, Maximilian, Alexander and Amelia.

Michael Williams II

Chief Executive Officer, Cadillac Products Inc.

Michael Willaims II is the 2nd generation CEO of Cadillac Products Inc.  He joined the company in 1977, and became president in 1989.  Prior to joining the family business, we worked for Phillip Morris.

Since its founding in 1942 by Michael P. "MP" Williams and in support of our troops and our government's wartime efforts, Cadillac Products has been developing and supplying innovative protective packaging and other fabricated plastic parts to a wide range of industries. After MP's death in 1980, his son Robert J. "Bud" Williams steered the family business toward film extrusion, printing and laminating. As the company headed into new markets, its experience with product innovation afforded opportunities for growth. During the 1990s and up to today, Bud has chaired the company's evolution while his sons took active rolls in managing what is now Cadillac Products Automotive Company and Cadillac Products Packaging Company.
 
While the company prepares to move from third- to fourth-generation family management, it continues to build upon its heritage of developing new material combinations, proprietary manufacturing processes and products with far-ranging markets from, automotive and transportation to health and human services.
 

Jonathan Flack

Partner, US Family Business Services Leader, PwC

As a leader of PwC’s US Family Business Services practice, Jonathan leverages his personable and entrepreneurial spirit to develop collaborative, trusted, and deeply-valued relationships with family-owned businesses. He strives to anticipate his clients' needs and to create diverse approaches, helping them achieve their business goals. 
 
His innovative and visionary spirit instills an empathetic mindset in his teams, creating a differentiating client experience. His entrepreneurial drive stems from his experience launching two offices for the US firm (Nashville & Charleston) where he identified and developed high-performing teams, quickly gaining deep client trust and respect.  
 
Jonathan is a lead engagement partner to some of the US’s largest family-owned businesses and leverages a strong global network of partners with a similar focus. He also taps external advisors (attorneys, family business counselors, trust advisors) as needed to deliver innovative solutions to multi-generational family businesses. 
 
As part of his role in leading the US family business practice for PwC, Jonathan spearheads the strategy, operations, talent development, thought-leadership and marketing for the family-owned business sector. He supports other client teams serving this sector and has published thought-leadership and led regional forums on family business issues. 
 
Jonathan is also an Assurance Partner where he has extensive international experience with multi-billion dollar, private clients. He assists clients with business transactions and new products. He started his career in the Carolinas working on large privately-held businesses in multiple industries.
 
Jonathan’s passion for family businesses starts with his own commitment to family. His wife, English, is a pediatric cardiologist at Vanderbilt. They have two daughters Laney, Sadie and another daughter on the way.

Mark Nash

Partner, Personal Financial Services, PwC

Mark Nash is a partner in the Personal Financial Services (PFS) practice of PwC serving the State of Florida. PFS is a national practice dedicated to the needs of high net worth individuals, corporate executives and family business owners, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning, and financial planning. 
 
Mark has significant individual, estate and trust tax compliance and tax planning experience and works extensively with high net worth individuals and family groups, closely held businesses, and corporate executives. His clients include "C-suite" executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans. Mark serves as the engagement partner on the Firm’s largest high net worth family client. His services to this family include consultations on a wide variety of income and estate planning strategies, as well as administration of the tax compliance services for the family’s complex entity structure. Services are provided to four generations of family members, multiple dynastic trusts for their benefit, family charitable foundations, and closely held entities holding family assets and business ventures.
 
Mark is a frequent speaker on individual, estate and gift tax matters at internal PwC training sessions and to the general public. He has been quoted in the national media by the Wall Street Journal, USA Today, New York Times, CNN Money, AARP, Marketwatch, Yahoo! Finance, Fortune Small Business, BusinessWeek.com, Bloomberg, Barrons and Biz Radio. Mark is a contributing editor to PwC's Guide to Tax and Wealth Management, and served as an editor of PPC's Guide to Practical Estate Planning and PPC's 706/709 Deskbook until 2016. He has served on the AICPA Tax Section's Trust, Estate & Gift Tax Technical Resource Panel, the Texas Society of CPAs Federal Tax Policy Committee, and the Fort Worth Chapter TSCPAs Public Affairs Committee.
 
Mark holds a B.S. in Commerce from the University of Virginia, and Masters degrees from Southwestern Baptist Theological Seminary and Oxford University. He is licensed as a CPA in Virginia, Texas and Florida. Mark is also a Certified Financial Planner certificant and holds the AICPA Personal Financial Specialist credential.

Charlie Adams

Private Company Services Assurance Partner, PwC

Charlie Adams is a partner within PwC’s Private Company Services (PCS) practice where his passion is to help family owned businesses with their vision that might be invisible to others. He does this by creating an environment that allows collaboration between the family, owners and the business. Charlie’s clients appreciate his ability to facilitate a discussion that builds governance, drives strategic growth and empowers the next generation leaders.  
 
Charlie’s strategic mindset helps deliver value to owners through major up’s and down’s—from mergers and acquisitions to navigating the complex tax and regulatory environment—and has an innate ability to build trust with his clients in order to drive business success. In addition to that, Charlie is helping the development of a new capability focused on how to cultivate and develop the next generation of talent, especially Millennials, in order to transform their business in meaningful ways.   
 
Charlie Adams expertise is in a wide range of domestic and multinational private companies in a variety of sectors with a primary focus in the energy, engineering and construction, professional sports teams and retail  industries. He helps clients with advice and guidance on increasingly complex accounting and tax requirements and other business challenges.
 
Charlie completed his university education at Texas A&M University with a BBA in Accounting and a MS in Marketing. Additionally, he has completed executive education programs at Northwestern University's Kellogg Center for Family Enterprise and also serves as the lead recruiter at many strategic universities in Texas.

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.

Scott A. Winget

Senior Managing Director,  Center for Wealth Impact, Ascent Private Capital Management

From the earliest years of his career, Scott has been a planner. Even at a young age, Scott was keeping a ledger to manage his own allowance money and to this day prides himself as the financial and social planner for trips and events with his friends and family.

Scott sees himself “organized and analytical” and takes great pride in helping families tackle complex financial situations with a mix of sophisticated planning and forensic sleuthing. “I find it very satisfying to take a detailed look at complex family arrangements and then to help families start to work together as a unit – setting aside old family dynamics and setting up new decision-making and wealth-transfer systems.”

Scott brings more than 20 years experience in the planning and financial-services industries to his position. Scott holds a J.D. from The Ohio State University Moritz College of Law and graduated cum laude from The Ohio State University with a B.S.B.A. degree in accounting and finance. He also has several years of previous experience as a CPA in public accounting. Scott is a frequent lecturer on wealth planning and has authored a number of white papers and articles on wealth-management topics.

Jill Shipley

Managing Director, Family Dynamics and Education, Abbot Downing

Jill Shipley is a managing director at Abbot Downing who strives to identify families’ wealth objectives and develop long range strategies critical to sustaining wealth over generations.   Jill, as part of Abbot Downing’s Family Dynamics and Education Practice, helps  families clarify family and individual values, enhance  communication, plan for transitions, engage in shared philanthropy and prepare heirs. Overall, she is focused on the preservation and continued development of  the qualitative aspects of a client family’s wealth.


Prior to joining Abbot Downing, Jill served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth. She pioneered the development of interactive educational programming and facilitated multigenerational family meetings focused on enhancing family cohesiveness, celebrating and capturing family legacy, and building family member competencies. Before GenSpring, Jill co-developed the country’s first academic major in Family Business at Stetson University  and was an adjunct professor teaching family business courses.


Jill was awarded the 2014 Family Wealth Report Award for being the Rising Star in the family wealth management industry. She is a noted speaker on the topic of family wealth and has been quoted in such publications as the Wall Street Journal, Barron’s Penta, Trust & Estate Magazine and Financial Advisor Magazine. Jill is certified as a meeting facilitator as a Creative Wealth International Coach and is qualified to administer the Myers Briggs Type Indicator. She earned her bachelor’s and master’s of Business Administration degrees from Stetson University. Jill, her husband and son make their home in West Palm Beach, Florida. 

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.

David Lansky, PhD

Principal consultant, Family Business Consulting Group

 

David Lansky, a principal consultant with the Family Business Consulting Group, has played a key role in the growth and transformation of many enterprising families, and in the business interests which they share.
 
With his deep understanding of family dynamics, his unique ability to address critical individual and family concerns, his appreciation for the challenges that accompany family wealth and family business, David has helped facilitate growth in families, repair difficult relationships, and turn stagnant or struggling enterprises into thriving organizations.
 
A clinical psychologist and family therapist by training, David spent over 15 years as a managing partner in a clinical psychology practice, where he observed the impact that personal relationships, family dynamics, and communication obstacles can have on families’ abilities to work, plan and live well together.
 
Today, his clients include entrepreneurial families and families of wealth, multigenerational families with shared business or financial interests, family offices and private trust companies, all of whom want to plan well for the future, enhance communication, improve family relationships, and become more successful in family and business endeavors.
 
David was one of the first psychologists in Illinois to be licensed as a Marriage and Family Therapist and was certified as a Family Therapy Supervisor by the National Association of Marital and Family Therapy. He has served as clinical faculty member and supervisor at Northwestern University’s Family Institute and taught marital and family therapy at the Adler School of Professional Psychology in Chicago.
 
David is well known for his expertise in the psychology and family dynamics of multigenerational wealth. 
 
He has published widely on family business and family wealth, including articles in Private Wealth Magazine, Family Business Magazine, and The Family Business Advisor and a regular column in The Journal of Practical Estate Planning. His new book, Family Wealth Continuity: Building a Foundation for the Future, helps families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
 
David is married, lives in Chicago, Illinois and has three adult children.

Barbara Dartt

Consultant, The Family Business Consulting Group

Barbara Dartt is a consultant for The Family Business Consulting Group. She assists businesses with succession strategies, long-term planning, management transitions and family governance implementation, as well as other opportunities and challenges unique to family-owned businesses. She earned the Advanced Certificate in Family Business Advising from the Family Firm Institute in 2014. Barb currently serves as a board director and is past-president of the Michigan FFA Foundation.

Lauren Benenati

Director of Family Education, GenSpring

Lauren Benenati joined GenSpring in 2011 and is the Director of Family Education. In this role, Lauren is responsible for developing and delivering effective learning through a variety of education programs. These educational opportunities are focused on preparing next generation family members for various roles and transitions that occur over a lifetime. She works one-on one with family members and also participates in multi-generational family meetings on a broad array of topics such as financial education, wealth preservation, family communication and career development. She is a certified administrator of the Myers Briggs Type Indicator.
 
Prior to joining GenSpring, Lauren worked in the investment banking industry as a Human Resources Generalist at Barclays Capital in New York City. Lauren holds a bachelor’s degree in Industrial and Labor Relations from Cornell University.

Nancy Drozdow

Principal and Co-Founder, CFAR

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

Debbie Bing

President, CFAR

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

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

Steven R.Walker

General Counsel, Secretary, and Director of Board Advisory Services, National Association of Corporate Directors

Steven R. Walker has led the legal affairs and Board Advisory Services of the National Association of Corporate Directors since 2009 where he currently serves as the General Counsel and Director of the Board Advisory Services. In his Board Advisory Services role, Mr. Walker provides counsel to board leaders and C-suite executives on a wide range of strategic governance matters. He is a frequent public speaker on the topic of board governance, performance, and composition and has been designated a Board Leadership and Governance Fellow by NACD.  Prior to joining NACD, Mr. Walker has served as general counsel and senior executive to public and private entities ranging from private equity backed start-ups to Fortune 100 corporations in a variety of sectors, including managed healthcare, healthcare delivery, pharmaceuticals, life and health insurance, banking, securities, finance, technology, funeral and cemetery, and software.  Mr. Walker has also served in the government sector as an Attorney-Advisor with the U.S. Securities and Exchange Commission, Division of Corporation Finance during the implementation of Sarbanes-Oxley. He was also a Senior Attorney with the State of Florida Division of Banking, Finance, Securities and Investor Protection.  Mr. Walker is the past Co-Chair of the Securities and Governance Forum of the Association of Corporate Counsel Washington Metro Chapter. The breadth of his board service also includes the Advisory Board of ContractRoom, Orange Bowl Committee, Association of Corporate Counsel-MI Chapter, American Cancer Society-Tampa, and Friends of the Gusman Center for the Performing Arts-Miami.  Mr. Walker is an alumnus of Florida State University where he earned his BS and JD degrees. He also completed post graduate studies at Oxford University and Emory University. 

Doug Baumoel

Founder, ContinuityFBC

Doug Baumoel brings an extensive background in family business operations and executive management to his work with clients.  He served as a second-generation executive in his own family’s business and has held key executive positions in other family and non-family businesses.  He started businesses in both the US and Europe, and lived overseas for six years while founding and managing the European offices of his family’s business. He has applied more than 20 years of business experience in developing The Conflict Equation, a process for analyzing key variables of family business conflict. 

Doug’s expertise is in helping family businesses manage the inherent, and often extraordinary, conflicts of working or owning together, as well as to develop reliable succession plans and effective governance. 

Doug contributed the chapter on managing family business conflict to the legal reference, ‘Alternative Dispute Resolution Practice Guide’, published by Thomson West.  He is also the author of ‘The Stakeholder Map’, a core tool used by many family business consultants and educators to identify the roles, motivations and concerns of each stakeholder of the family enterprise.  He has also had several articles published in Family Business Magazine.  

Doug earned his MBA from the Wharton School and a BS in Engineering from Cornell University.  He is a dual certificate holder in both Family Business Advising and Family Wealth Advising from the Family Firm Institute and received his certificate in Civil Mediation from MCLE. He is a past president of the New England chapter of the Family Firm Institute and has been awarded status as an FFI Fellow for his commitment and contribution to the field of family business advising.  Doug was awarded Fellows status with the National Association of Corporate Directors and has completed the NACD Director Professionalism program.  Doug is also adjunct Professor of Family Business for the Endicott College MBA program.

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.

Mark Haranzo

Partner, Withers Bergman LLP

Mark Haranzo's practice at Withers Bergman is focused on domestic and international private client matters for affluent individuals and their families. He has more than twenty years 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.

Clyde Tinnen

Partner, Withers Bergman LLP

Clyde Tinnen is a partner with Withers Bergman LLP. His practice focuses on debt and equity financing transactions and mergers and acquisitions. His experience includes representing public and private corporations, from startups to Fortune 100 companies, across industries. He also advises clients on general corporate governance and '34 Act disclosure matters. Prior to working as a lawyer, Clyde was a senior financial analyst for several high-profile companies. He has published extensively on legal issues. Clyde enjoys basketball, running and coaching youth sports for his three sons.

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.

J. Richard Joyner

President and CEO, Tolleson Wealth Management

Richard Joyner is the President and CEO of Tolleson Wealth Management’s Private Wealth Management Group. In this role, he is active in setting the vision and strategy for Tolleson Private Wealth Management. Richard serves on the company’s Board of Directors, Executive Committee and Investment Committee and leads the company’s Family Education efforts.
 
Richard works with multi-generational families to address the complex issues of successful wealth transfer. His expertise encompasses such diverse areas as complex income and estate tax planning; family dynamics and education; and investment management. He facilitates numerous family meetings for clients each year, and speaks regularly to families that want to overcome the old adage of “shirtsleeves to shirtsleeves” in three generations.
 
Over the years, Richard has received a number of professional awards, including recognition by Worth Magazine as one of its Top Financial Advisers and by Barron’s Magazine as one of the Top 100 Independent Financial Advisors in the U.S.
 
He served nine years on the Board of Directors of the Investment Management Consultants Association (IMCA), including two years as its President (2002-2003). He has served on IMCA’s wealth management committee for more than 10 years and teaches in the Certified Private Wealth Advisor (CPWA) program offered jointly by IMCA and the University of Chicago. He currently serves on the Board of Directors for Cristo Rey School of Dallas.
 
Richard earned a Bachelor of Science in Accounting from Wake Forest University. In addition to being a Certified Public Accountant* (CPA), he holds the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Financial Specialist (PFS) designations and is a Certified Financial Planner™ (CFP®) practitioner.
 
Richard is married and has two adult children. He lives in Preston Hollow with his wife, Cheryl. He enjoys golf, running and reading early American history.

Jeff Strese

Chief talent and Learning Officer, Tolleson Wealth Management

Jeff Strese serves as Chief Talent and Learning Officer at Tolleson Wealth Management. His focus is on the strategic design and implementation of human capital systems, leadership development initiatives and learning programs for employees and clients. In this role, Jeff serves as a strategic business partner to senior leaders and all lines of business to improve organizational effectiveness and process improvement initiatives. Jeff is also an adjunct instructor for Southern Methodist University’s Cox School of Business, Executive Education Program, where his courses focus on human capital strategy, leadership and change management.
 
Formally the Chief Human Resources Officer (CHRO) at Southern Methodist University, Jeff served as a strategic business partner to senior administrators and academic leaders, while overseeing a full services human resources division. He has also taught undergraduate and MBA-level courses at SMU’s Cox School of Business. Concurrent with his role as CHRO at SMU, he consulted with corporations and non-profit organizations on strategic planning, board development, leadership and organizational culture. 
 
Jeff did his undergraduate and graduate work at the University of North Texas in psychology and clinical counseling. Early in his career, he held a private practice in marriage and family counseling as a Licensed Professional Counselor before transitioning into organizational development work in a healthcare setting. Eventually moving over to SMU, Jeff spent 20 years building expertise in human capital systems and organizational development. He is currently a member of the Teach For America – DFW Advisory Board.
 
Jeff is married with one daughter and one son. He enjoys traveling, golf, playing guitar and spending time with family and friends.

Conference Location

Marriott Tampa Waterside Hotel & Marina
700 South Florida Avenue, Tampa, Florida 33602
Phone:  1-813-221-4900
 
The Tampa Marriott Waterside Hotel & Marina offers some of the best accommodations and amenities in Tampa, including a rejuvenating spa, a state-of-the-art fitness center and a sparkling rooftop pool.  Spacious guest rooms feature plush bedding, ergonomic work spaces, coffee maker / tea service, contemporary decor and breathtaking views.
 
Hotel Reservations
A limited number of guest rooms are available at the reduced Transitions Conference rate of $239 single or double occupancy, plus state and local taxes.  Rooms at these special rates are available on a first-come, first-serve basis, and reservations may be made by calling hotel reservations at 1-888-789-3090 and requesting the Family Business Magazine Transitions East rate before March 1.  After this date, reservations may be made based on room availability at the prevailing hotel rate. 
 
In addition to the reservation phone number provided above, reservations may also be made online.
 
Transportation Between Hotel and Airport
The hotel is located approximately nine miles from the Tampa International Airport (TPA) and 22 miles from the St. Petersburg-Clearwater Airport (PIE).  The hotel does not provide shuttle service between the airports and the hotel.  Transportation options between the airports and the hotel are available at the airport websites at these links:
 
 
 

 

Register Today!

Registration Information

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

Past attendees of any Transitions Conference receive an additional 10% discount on their registration fees.

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

 

Begin your registration here.

Family Company Attendees
$1,850--First Attendee from your family company
$1,350--Each additional attendee (Age 30 and above)
$1,150--Each additional Next Generation attendee (age 29 or below)

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

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact Mike Bachman at (215) 405-6070 for information on attending.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on March 23, breakfast and lunch on March 24, and a welcome reception with buffet dinner on March 22, as well as refreshment breaks.

Registration contact:
Justine Wood
Events Director
jwood@familybusinessmagazine.com
(703) 850-5497

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director 13631 Maidstone Lane, Potomac, MD 20854, or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

Sponsors

Your Hosts

Conference Hosts: 
Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business Magazine since 2000 and has been the magazine's editor-in-chief since 2004. She has also compiled and edited six volumes in the acclaimed Family Business Handbook Series, most recently the all-new revised edition of The Family Business Succession Handbook. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses.
 
Caro Rock 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 and publisher of Main Line Life, a weekly newspaper with 15,000 readers covering the western suburban communities of Philadelphia. She grew up in a family business that manufactured and sold flour under the labels Ceresota and Heckers Flour. The Uhlmann Company, formerly Standard Milling Company, also produced Wheatena and Maypo hot cereals, Patio Chef Charcoal and Just Add Water jelly mix. Today, her brother and his son-in-law are involved in the family business, which has ventured into additional related businesses.
 
Peter Begalla 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.