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

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.
 
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
 
6:15-6:45 p.m. Opening Keynote Conversation
 
Laura Rea Dickey, Chief Executive Officer, Dickey's Barbecue Pit
 
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; Andrew Hedger, Composites Product Line Manager, Magnum Venus Products; Michael Williams II, Chief Executive Officer, Cadillac Products Inc.
 
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
 
11:30 a.m.-12:30 p.m. Expert Briefings
  • Cybersecurity, Social Media policies and Family Risk Management
  • How to Engage Family Advisers
  • The Family Office—What It Is and What It Does
  • Family Education Policies and Practices
  • Effective Family Employment Policies
  • Taxes, Trusts and Estate Issues
  • Managing Wealth’s Impact on the Family
  • How Governance Entities Should Interact—Family Council, Owner’s Committee, the Board and Trusts
 
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
 
2:45-3:00 Networking Break
 
3:00-4:00  p.m. Family Council Intensives (select one)
New to or Planning a Family Council
Early Stage Family Councils
Mature Family Councils
 
4:00-5:00 pm Family Dynamics Intensives (select one)
 
Strategies for Dealing with Family Conflict
Succession Strategies
NextGen Development
 
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
 
11:15 a.m.-12 noon Keynote Interview
 
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

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.
 

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.