Transitions West 2012

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The conference by family businesses, for family businesses

Now in its second year, Transitions West 2012, from Family Business Magazine and Stetson University, offers powerful sessions focused on delivering ideas you can put to work now to sustain and build your multi-generational family company. We'll be meeting in Southern California starting the day after the national election, and will address the implications of that election, along with a number of important family enterprise topics.  Our Transitions East 2012 conference sold out well before the event, so be sure to register early to attend!

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

  • Separating Ownership from Management
  • Successfully Engaging Non-Family Executives
  • Igniting Entrepreneurship in the 3rd Generation and Beyond
  • How Family Councils Foster Engagement and Collaboration Among the Extended Family
  • Teaching Financial Literacy to the Next Generation

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

Featuring:

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

Featured Speakers

Mark Peters

CEO, Butterball Farms Inc.

 

Ross J. Born

Co-CEO, Just Born, Inc.

David Yale

President and Chief Operating Officer, Just Born, Inc.

 

Roger Muselman

Chairman and Director, DRG

 

Ashley Caldwell Levi

Board Member, H.G. Hill Realty Company LLC

 

Robert J. Underbrink

President/CEO, King Ranch, Inc.

 

Daniel Ginzburg

Co-Owner, FantaSea Yachts & Yacht Club

 

Register Today!

Register Today!

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

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

Standard Registration (October 2, 2012 or later)
First attendee from your family company: $1,595
Each additional attendee from your family company: $1,145
Each additional Next-Generation attendee (ages 15-29): $895

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

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 8, breakfast and lunch on November 9, and a welcome reception with buffet dinner on November 7, as well as refreshment breaks.


To register, visit https://secure.stetson.edu/forms2/business/family/transitionswest/

Or contact:
Justine Wood
Program Manager
justineawood@me.com
(703) 850-5497


Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded; within one week of the conference date and no shows, no refund is possible. Family Business Magazine and Stetson Family Enterprise Center may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

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Program

Preliminary agenda, subject to change.

Wednesday, November 7, 2012

6-7 p.m. Welcome and Opening Session

Welcome:  Caro Rock, Publisher, Family Business Magazine and Tom Schwarz, Dean of the School of Business Administration and Professor of Family Business, Stetson University

Introduction:  Tim O'Hara, Audit Partner, PwC

Conversation:  The Implications for Family Business of the Presidential Election

Speakers:  Ann Kinkade, President & CEO, Family Enterprise USA; Frank Blethen, Publisher and CEO, The Seattle Times

7-9 p.m. Reception, dinner and networking

Thursday, November 8, 2012

7-7:45 a.m.  Breakfast
7:45-8 a.m. Welcome

8-8:45 a.m. Opening Keynote

Jim Ethier, Chairman of the Board, Bush Brothers & Company

"How We Failed, and Then Succeded, With Our Family Governance."

8:45-10:15 a.m. Panel: Separating Ownership from Management
Who can and cannot work in the business is a key question for many family enterprises. But bringing in outside leadership can create its own issues, both for the family and the outside leaders. In this panel, we'll look at families who have partially or fully shifted from owner/managers to owner/investors. We'll examine obstacles encountered, and how these families maintained their desired culture and governance.

Moderator:  Barbara Spector, Editor-in-Chief, Family Business Magazine
Speakers: Lansing Crane, Former Chairman and CEO, Crane & Co. Inc.; Michael P. Rucker, Board Member, Geo. H. Rucker Realty; Roger Muselman, Chairman and Director, DRG

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

10:45-11:30 a.m. Workshop

Governance: Separating Ownership from Management

Workshop Leader:  Stephanie Brun de Pontet, PhD, Senior Consultant, Family Business Consulting Group

11:30 a.m.-1 p.m. Panel: The Non-Family Executive
A closer look at how family enterprises have successfully engaged non-family executives, from management to the CEO level. We'll examine hiring, culture alignment, and dealing with next gen family members who may someday be the non-family executive's boss.

Moderator: Justin Zamparelli, partner, Withers Bergman
Speakers: James B. Wood, Senior Vice President and Chief Strategy Officer, The Clemens Family Corporation; Robert J. Underbrink, President/CEO, King Ranch, Inc.; David Yale, President, Just Born, Inc.; Ross Born, co-CEO, Just Born, Inc.

1-2 p.m. Lunch
Sponsored by abbotdowningweb_198

2-2:45.p.m. Workshop

The role of family and business culture in setting the tone for a company with senior non-family executives.

Workshop Leader:  Stephen L. McClure, PhD, Principal, Family Business Consulting Group

2:45-3:45 p.m.  Ask the Experts
Topics to be discussed include how stock is transferred, estate planning and gifting vs. selling shares.

Moderator: Scott Chase, Family Business Magazine
Speakers: Arne Boudewyn, Managing Director--Family Dynamics, Education and Governance, Abbot Downing; Bryant Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Jeff J. Sacaccio, Partner, PwC

3:45-4:15 p.m. Networking Break

4:15-5 p.m. Family Keynote

Mark Peters, CEO, Butterball Farms, Inc.

"Entrepreneurship, Cultural Change and a Lesson in What Not to Do With your Kids."

5:00-6:00 p.m.  BREAKOUT SESSIONS

Adviser and Family Roundtable Discussion (Main session room)

Next-Generation Roundtable Discussion (The Pavilion)

Discussion leader:  Greg McCann, Stetson University

Married-In  Roundtable Discussion (The Plaza)

Discussion leader:  Peter Begalla, Stetson University

7:15-10 p.m. Group Dinner

Sponsored by bessemer_165_01

Harbor cruise and dinner aboard the FantaSea, owned by the multi-generational family-owned FantaSea Yachts.

Welcome:  Kevin J. Rochford, Managing Director and Senior Resident Officer, Bessemer Trust 

Speaker:  Daniel Ginzburg, co-owner, FantaSea Yachts and Yacht Club 

Friday, November 9, 2012

7-8 a.m. Breakfast

8-9:15 a.m. Panel: How Family Councils Foster Engagement and Collaboration Among the Extended Family

A family council can play a significant role in strengthening family dynamics among those who work in the business, extended family members and married-ins. Issues to be discussed by the panelists will include: What can a family council do to resolve conflicts and build harmony in the larger family group? How can family members who don't work for the operating company best contribute to the overall success of the business? And most importantly, what are the steps to forming a successful and useful family council?

Moderator:  Nancy Drozdow, Principal, CFAR

Speaker:  Ashley Levi, Board Member, H.G. Hill Company;  Meghan Juday, Family Council Chair and Director, IDEAL INDUSTRIES

9:15-10:45 a.m. Panel: Igniting the Fire: Fostering Entrepreneurship in the 3rd Generation and Beyond
Many family businesses encounter problems when moving into Gen 3. The founder's passion is a distant memory, and the grandkids may not share the family's enthusiasm for the products or services the family company offers. Many of the most successful multi-generational companies reinvent themselves every generation or two, by tapping into the entrepreneurial spirit of the next generation. But can a family, regardless of generation, also support entrepreneurship outside the family business? This panel will examine successful strategies for reinventing the business, and helping each generation realize its business instinct through family banks, internal venture capital funds and more.

Moderators: Dirk Jungé, Pitcairn and Ann Dugan, University of Pittsburgh

Speakers: Josh Johnson, President, Fidelitone Logistics; Wm. Christopher Kerr, Entrepreneur-in-Residence and Director of Private Equities, Humane Society of the United State; Gavin Cuneo, Partner, Cuneo & Company

10:45-11:15 a.m. Networking Break

11:15 a.m.-12 noon Workshop

Creating the environment for entrepreneurship in the family enterprise.

Workshop Leader: David Lansky, PhD, Principal consultant, Family Business Consulting Group

12 noon-1 p.m. Panel: Teaching Financial Literacy to the Next Generation
An in-depth look at the ways families have successfully taught next-generation family members to read balance statements, P&Ls and other information crucial to the family enterprise.  A special focus will be on the curriculum used by the Root Family Organization.

Moderator: Greg McCann, Stetson University

Speakers: Charlotte Lamp, Port Blakely Companies; Bhaj Townsend, Focus & Sustain

1-2:30 p.m. Closing Keynote and lunch

Lansing Crane, former Chairman and CEO, Crane & Co., Inc.

"Responsible Ownership:  Supporting Managerial Excellence, Innovation and Family Values."

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About Conference

"Transitions West 2012  Ownership, Management and Entrepreneurship: Building Family Legacies" is co-sponsored by Stetson University's Family Enterprise Center and Family Business Magazine, and is the only conference created for family companies, by family companies.


Who Should Attend

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

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

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

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

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Confirmed Speakers

Nancy Drozdow

Principal/Founder, CFAR

Nancy Drozdow is one of CFAR’s five founders and a member of the firm’s board of directors. She has led CFAR’s Family and Owner-Led Business practice for more than 30 years and has been instrumental in the development of CFAR’s approach to strategy. Nancy is known for her expertise as a thinking partner to leaders, successors and successor candidates across the family enterprise. Nancy helps her clients creatively identify and test options, and then make hard choices, working through the strategies, structures, processes, people, and metrics that can enable or stand in the way of productive action about complex issues of performance, money and relationships.

Nancy is a founder of the Family Firm Institute. She is also an FFI Fellow and served on the organization’s original board. She is currently past-president of FFI’s Mid-Atlantic Chapter. Nancy won the 2012 Richard Beckhard Practice Award from the Family Firm Institute, which annually honors a founding member and distinguished practitioner in the family enterprise field, recognizing outstanding contributions to the field of family business practice.

Nancy has lectured widely on topics such as risk, competition and growth, governance, succession, exit and continuity, and leadership and organizational development. Her work and ideas have been published in the business press, including Sloan Management Review, Business Week, CEO Magazine, Family Business Magazine, the Journal of Management Consulting, Family Business Review, and the New York Times. Nancy holds an MBA in strategy from the Wharton School of the University of Pennsylvania.

Tom Schwarz

Dean of the School of Business Administration and Professor of Family Business, Stetson University

Dr. Thomas V. Schwarz is the new dean of Stetson University's School of Business Administration, joining the university from California State University Fullerton, where he was the Rick Muth Family Endowed Chair in Family Business. Tom has extensive experience in both higher education and business and is recognized nationally and internationally as a leader in the fields of family business and entrepreneurship.

Tom held an endowed professorship in Family Business at Cal State Fullerton's Mihaylo College of Business Administration for three years before joining Stetson. Before that he was director for nine years of the Family Owned Business Institute (FOBI) and the Center for Entrepreneurship at Grand Valley State University in Grand Rapids, Mich. Since 2002, he has also served as a visiting professor of entrepreneurship at the Athens University of Economics and Business, Decision Sciences Graduate Program, in Athens, Greece.

He earned a Doctorate of Business Administration in finance from Florida State University and also attended FSU for his MBA and undergraduate degrees. He completed post-doctoral studies in international business at the University of South Carolina and in family business advising at the Family Firm Institute.

Prior to joining Grand Valley in 2000, Tom worked in senior management and as treasurer for a family-owned manufacturing business and as an entrepreneur/owner of several other family firms. He taught finance at Southern Illinois University at Carbondale and also held positions with the University of Nevada, Las Vegas, and in the futures industry in Chicago.

Gavin M. Cuneo

Partner, Cuneo & Company

 

Founded in 2010, Cuneo & Co. is a family owned and operated venture capital firm focused on making investments in early stage companies in the entertainment, consumer and retail industries. Gavin is responsible for investment decision making and plays an active role building businesses with the senior management of the firm's portfolio companies. Gavin is currently a board member of Herotainment LLC (children's entertainment / gaming), Valiant Entertainment (comic character based entertainment), Elman Cuneo International, LLC (food and beverage), Marbles: The Brain Store (retail) and The Big Live Inc. (social media); he has also been a board observer of The Ticket Reserve Inc. (sporting events ticketing).


Prior to the founding of Cuneo & Company, Gavin was an investment banker with the Consumer and Retail Group at Bank of America Merrill Lynch and its predecessor Merrill Lynch & Co. He performed execution and advisory work on acquisitions, divestitures as well as debt and equity financings. He worked with clients such as Nike Inc., Lululemon Athletica Inc., Bed, Bath & Beyond Inc., Lowes Companies, Border's Group, Wendy's / Arby's Group and Wal-Mart.

He previously spent many years with U.S. Trust Company. He served as Assistant Vice President in corporate strategy and development, a team mandated to lead strategic and growth initiatives for the firm. Prior, Gavin was an Assistant Vice President and Equity Research Analyst, where he advised U.S. Trust's portfolio managers on public equity investments within the retail and consumer industries.

He received an M.B.A. from the Tuck School of Business at Dartmouth and holds a B.A. in Economics and Business from Lafayette College, where he is currently a member of the Alumni Leadership Council. He is also a C.F.A. Charterholder.

Bhaj Townsend

Focus and Sustain

 

Bhaj Townsend is Founder of Focus and Sustain, coaching people to strengthen their connection to their families and the businesses they run for generations.

Bhaj's background includes being a third generation witness to a family business that was split apart due to family friction, the result of indecision on succession planning. Because of the tensions and consequences that resulted from the turmoil, Bhaj dedicated her professional life to understanding how the impact of money can keep a family unified instead of tearing them apart, regardless of who is in the family business.

Bhaj began her career as a financial planner and had the opportunity to understand that financial stewardship was rare and the consequence of taking money casually was potentially devastating. She developed her nationally accredited Cash Focus program to coach people to financial stewardship. Over the years she realized that money stewardship affected families, like her own as much as it did individuals. She studied, researched and developed materials and systems that assist families in staying connected while growing wealth. Recently she has formed an alliance with Charlotte Lamp, PhD, third generation member of the Port Blakely Companies, coaching families in successful wealth transfer and growth.

Bhaj is the author of ‘Building a Lasting Legacy: What It Takes to Connect Your Family for Generations.' She has been host of a PBS show on financial literacy for children, featured as makeover expert to people with their money, led intergenerational programs to enhance financial literacy in families. She has been interviewed and participant to numerous radio shows on financial literacy and building legacy families. From her speaking presentations people come away with a sense of "having come home" as she gives tangible and attainable strategies for her audience.

Frank Blethen

Publisher and CEO, The Seattle Times

 

Frank Blethen is publisher of the Seattle Times/seattletimes.com, the second largest newspaper/website on the West Coast.

The Times is known for its strong local coverage and its aggressive investigative reporting. The Times has won eight Pulitzer Prizes and has been a Pulitzer finalist 15 other times since 1990. The Times was just awarded the 2012 Pulitzer Prize for Investigative Reporting.

The Seattle Times is one of America's last independent and locally owned newspapers. It is a values-based journalism/community service family business in its 115th year of Blethen family stewardship.

Frank is a member of the fourth family generation. Currently, there are nine members of the family's fourth and fifth generations active in the journalism company's management and governance.

He is a strong advocate for independent journalism, family-owned businesses and a longtime active participant in the national grass-roots movement in opposition to newspaper and media ownership consolidation. In 2011, in recognition of Frank's leadership on behalf of quality journalism, he was the first publisher to be awarded the American Society of News Editors' News Leadership Award.

Frank has frequently received significant recognition for his leadership on diversity, inclusion and gender equity, including in 2011 receiving the Asian American Journalists Association's Special Recognition Award and the Northwest Journalists of Color Diversity Award.

The Blethen family and the Seattle Times are known as advocates for diversity, education and community service. They also own the Yakima Herald-Republic, the Walla Walla Union-Bulletin and several Seattle-area weeklies, including the Issaquah Press.

 

Ann Kinkade

President & CEO, Family Enterprise USA

 

Ann Kinkade brings close to three decades of business experience, working exclusively with business-owning families in a variety of contexts for the last 15 years. Most recently in 2009, Ann launched Family Enterprise USA (FEUSA), the nation's first nonprofit, nonpartisan, advocacy group dedicated to addressing family enterprise public image and public policy issues. Since its inception, through its growing membership base, FEUSA is becoming recognized as the nation's voice for family enterprises. To that end, FEUSA has been invited to share results from its national survey, to lead discussions and provide expert insights on concepts related to public image and public policy concerns at many conferences, and to discuss opportunities that will enhance the family enterprise field and develop its collective identity. In addition, FEUSA's first two Issue Briefs have been disseminated in the last year.

Before Family Enterprise USA, Ann's passion and commitment to the family business industry was demonstrated by successfully building a highly-regarded, university-based membership organization, teaching at the graduate, undergraduate and professional levels, advising one-on-one with family businesses, serving on family business boards, while continuing her own professional development in the field.

Since committing to the family enterprise field as a vocation, Ann has attended, presented and led numerous conferences and educational seminars on a variety of topics related to family enterprise success including governance, leadership, succession planning, communication, interpersonal and family relations among others. She serves or has served on several family business boards, nonprofit boards, and has reviewed three published family business books and numerous published articles. She has been awarded the Family Firm Institute's (FFI) Certificate in Family Business Advising and is also recognized as an FFI Fellow.

Education

  • Masters of Business Administration, University of Wisconsin-Madison
  • Bachelor of Arts, Psychology, University of Wisconsin-Madison

Organizational Involvement

  • Family Firm Institute: Member, Mentor, Fellow, Presenter, Professional Education Committee Member, International Committee Chair, Conference Chair, Awards Judge, Workshop Reviewer; 1999-Present
  • Family Business Network: Educational Member, Conference Presenter; 2001-2011
  • Family Enterprise Research Conference: Attendee, Presenter and Award Sponsor; 2005-2010
  • American Society of Association Executives: Member; 2009-Present
  • National Association of Corporate Directors: Member; 2006-2010
  • United States Association of Small Business and Entrepreneurship: Member, Conference Presenter, Paper Reviewer; 1999-2009
  • International Council for Small Business Management: Member and Family Business Conference co-chair; 2004-2006

W. Christopher Kerr

Entrepreneur-in-Residence and Director of Private Equities, Humane Society of the United States

 

Chris Kerr is a fifth-generation member of the Pitcairn family. For over 25 years, Chris has been an entrepreneur and venture investor specializing in start-up and early-stage enterprises. Chris is currently the Entrepreneur-in-Residence and Director of Private Equities at the Humane Society of the United States.

Separate from his HSUS duties, Chris is the Managing Partner of Abele Kerr Investments and serves as a director of Oxus Environmental, Anark Corporation, and Pitcairn Company. He has played pivotal roles in non-profit initiatives and is active in several regional and national animal protection organizations. Mr. Kerr received his BS summa cum laude from Babson College.

David Yale

President and Chief Operating Officer, Just Born, Inc.

 

David Yale is the non-family President and Chief Operating Officer of Just Born, Inc., maker of PEEPS®, HOT TAMALES®, MIKE AND IKE®, and PEANUT CHEWS® Brand Candies
Prior to joining Just Born, Yale served as President and Chief Executive Officer of the Manischewitz Company, Inc. of Secaucus, NJ, where he was responsible for a portfolio of iconic kosher brands. Yale also held top executive positions with the Snacks Division at The Hain Celestial Group and the Planters Company for Kraft Foods, Inc./Nabisco, Inc.

Yale gained extensive experience in the confectionery industry from his many years at Nestle Food Company in various positions directing strategic development and marketing strategies for Butterfinger, Baby Ruth, Nestle Crunch, Chunky, and Oh-Henry.

Yale has an MBA, Marketing, from Columbia University Graduate School of Business and a BA from Brandeis University. He and his three children reside in Armonk, New York.

Just Born, Inc. is a family-owned company founded in 1923 and headquartered in Bethlehem, PA.

Meghan Juday

Family Council Chair and Director, IDEAL INDUSTRIES; Director, Initiative for Family Business and Entrepreneurship, Saint Joseph’s University

Meghan Juday is an enthusiastic champion for family business. Her dedication to the global family business community is rooted in her experience as the fourth generation leader and director of the IDEAL Industries family. It was there, in her family’s business, that she developed a real heart for stewardship, and it is evidenced in her work with families as principal of the Family Business Strategy Group and as director of the Initiative for Family Business and Entrepreneurship at Saint Joseph’s University. 
 
For the past 12 years, Meghan has been the IDEAL Family Council Chair and a director on the IDEAL Industries board of directors, a primarily independent board. She also chairs the Nominating and Governance Committee. Her work at IDEAL builds on her years of experience as a business analyst and project manager at CSC, Computer Sciences Corporation. She has consulted for diverse clients in the private and public sectors and is a dynamic public speaker. Meghan also worked closely with the Loyola Family Business Center (LFBC) to develop the Family Business Stewardship Institute and Governance Institute. Meghan developed and implemented the interactive website for the Stewardship Institute, and served on the ongoing committee to help develop the Institute’s curriculum. 
 
In her role as director of the Saint Joseph’s University’s Initiative for Family Business and Entrepreneurship, Philadelphia’s only university-based family business center, Meghan leverages her experience as a family member of a family business and family business consultant to develop relevant and meaningful programming for family businesses and service providers. 
 
Meghan was one of the first graduates of the Family Business Stewardship Institute at the LFBC. She also sits on the Finance Committee at the Germantown Cricket Club, a non-profit organization. Meghan has a BA from St. John's College in Santa Fe, NM where she graduated in 1994 with a concentration in Mathematics and Philosophy.

Roger Muselman

Chairman and Director, DRG

 

Roger Muselman serves as chairman of DRG, the management company that oversees the publishing and fulfillment companies owned by the Muselman family of Berne, Ind.

He began working full time with the family-owned companies in 1986 at EP Graphics (EPG), the printing company owned by the family. Positions held at EPG were customer service representative, estimator, sales representative, vice president of sales and executive vice president.

In June of 1998, DRG was formed and he was named chairman.

Muselman serves on the boards of Berne Community Development Corporation; Berne Tri-Weekly News; EP Graphics; First Bank of Berne; Kingdom Building Ministries; Smith Brothers of Berne Inc.; and Youth for Christ.

He is a co-founder and director of The Bridge Community Church and a member of Rotary International. Muselman is also a member of Young Presidents' Organization and a past chapter chairman of the Indiana chapter.

Muselman holds a bachelor's degree from Taylor University and a master's degree in business administration from Kellogg School of Management at Northwestern University. While at Taylor, he competed on the university golf team. Currently, Muselman serves as the chairman of the Taylor University Board of Visitors.

He has been married to his wife, Naomi, since 1988 and the couple has three children -- Sarah, Mark and David. His hobbies include traveling, golfing, snow skiing, water sports and reading.

Stephen L. McClure, PhD

Principal, Family Business Consulting Group

 

Steve is a principal of The Family Business Consulting Group, a multi-national firm based in Atlanta. Steve specializes in family communications and decision making, succession planning and implementation, and governance & management in family firms. His work often involves family and non-family employee teamwork, implementing advisory boards or boards of directors, family governance, successor development and management practices, such as compensation and strategic planning, tailored to family businesses. His clients are primarily in North America and include financial services, manufacturing, philanthropic, distribution, construction, retail, agricultural, textile services and professional services (i.e., family offices and trust companies); all operated or owned by families. Clients range in size from five million (USD) to several billion.

Dr. McClure earned a Ph.D. in Organizational Behavior from Purdue University. He has taught business planning and family business management and governance to retail networks of international manufacturers, clients of law practices, international trade groups, business advisors, and to the members and owners of family businesses, both domestically and internationally. He is an innovator in providing unique services to private businesses and his articles on consulting methods appear in three volumes of collected works. He is co-author of books on family business succession and working in a family business. He is an active member of the Family Firm Institute, serves as a mentor to consultants entering the field, and has won the prestigious Beckhard award for outstanding contributions to the field of family firm consulting.

Dr. McClure has worked with family businesses for over 25 years. Prior to joining The Family Business Consulting Group in 1999, he consulted exclusively with family firms for ten years, preceded by a position as a management consultant with a regional CPA/Consulting firm, where he created and managed the Organizational Consulting Group.

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.

Stephanie Brun de Pontet, PhD

Senior Consultant, Family Business Consulting Group

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

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

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

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

Jeff J. Saccacio

Partner, PwC

Jeff Saccacio brings over 30 years of experience to PricewaterhouseCoopers LLP as the tax practice leader for its Southern California private client services, as well as its personal financial services practices. Jeff returns to PricewaterhouseCoopers LLP from the financial services industry where he served as Managing Director and Head of Wealth Planning for Deutsche Bank Private Wealth Management for the Western United States. Before joining Deutsche Bank, he served as a Managing Director and Senior Wealth Strategist providing services for The Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices.

Jeff specializes in planning for high-net worth individuals, entrepreneurs, and closely held businesses, and he has extensive experience in estate and trust planning. Jeff is widely published and quoted in financial journals such as Fortune, Bloomberg Wealth Manager, Financial Planning Magazine, Investment Advisor, and Benefits & Compensation Solutions. He has spoken before various professional societies, bar associations, and civic groups, speaking before the AICPA Conference on Strategies for High Net Worth Individuals, AICPA Advanced Estate Planning Conference and University of Miami Philip E. Heckerling Institute on Estate Planning.

He hosted a popular financial and tax planning radio show, "Talkin' $ with Jeff Saccacio," for over 8 years in Los Angeles, has served as a financial expert and consultant for various print and electronic media, and has been named one of the "Best Financial Advisors" in the country by Worth Magazine for 10 years. Jeff is a member of the American Institute of Certified Public Accountants and earned from this institute his Personal Financial Specialist (PFS) designation. He holds a BBA in accounting from the University of Notre Dame and a Chartered Financial Consultant (ChFC) designation from the American College. He is a member of The Society of Trust and Estate Practitioners - USA which has granted him its Trust and Estate Practitioner (TEP) designation.

He holds a third degree black belt in American Tae Kwon Do. Jeff is a past President and member of the Board of the Alzheimer's Association of Orange County, where he served for over 10 years. He is also a former member of the Board of Trustees of the Orange County Museum of Art.

Michael Rucker

Former Chairman of the Board, Geo. H. Rucker Realty Corp.

Michael Rucker is the former Chairman of the Board of Geo. H. Rucker Realty Corp., a family-owned real estate development and property management company founded in 1906.

Michael claims Virginia as his home state although upon receiving an engineering degree from Virginia Tech in 1963, he joined Caterpillar Tractor Co. (now Caterpillar Inc.) in Peoria, Illinois, where he was employed for forty years. He married a distant cousin, Harriet Jones, in 1969. Harriet's father, Jack Rucker Jones, was president of the George H. Rucker Realty Corp.

Although he resided in Peoria, Michael was asked to join the board of Rucker Realty in 1982. When Jack Jones retired a year or so later ,Michael was asked by the board to join the firm as president. He agreed to accept the position, although after serious consideration he felt his skills and business experience were not adequate to head up the company and elected not to relocate to Northern Virginia. Michael and others on the board recognized that an experienced real estate development specialist professional was needed. A satisfactory candidate was not available from within the family.

Such an individual was hired, initially under contract as a consultant, and given the title of Senior Vice President. Upon proving himself, this first outside manager was employed as president of the company in 1986 and Michael Rucker was elected chairman of the board. Michael Rucker retained this position until 2011, when at age 70, he was replaced as chairman by Sally Jones Brodie, a granddaughter of firm co-founder Ashton Jones.

George H. Rucker now has its headquarters in Oakton, Virginia. The company owns shopping centers, office building and warehouse facilities primarily in Northern Virginia and Eastern Maryland. "This is a very conservative real estate company," says Michael. "We have a long term standing policy of never being more that 50% leveraged, which is why the company has continued in business when so many similar companies have failed. Also, we have non-family professional management and no family member has worked for the company since about 1990."

Ashley Caldwell Levi

Board Member, H.G. Hill Realty Company LLC

 

Ashley Levi is currently President of the H.G. Hill Family Council and a fourth generation owner of the H.G. Hill Company. A former employee of the H.G Hill Stores, Mrs. Levi has served the Hill Company for over 12 years on the H.G. Hill Company Board of Directors. As a Board member of the H.G. Hill Company, Ashley works with the company to build consensus on business problems, promote growth, and make priorities for a community plan. As a member of the Hill Family Council, Ashley works to manage expectations of family ownership, promote business and family communication and promote a positive family effect. The H.G. Hill Company has been a closely-held family business in Middle Tennessee for over 117 years.

Ashley C. Levi is a former member of the Board of Trustees of the Madeira School and is active in educational and civic affairs. Representing the H.G. Hill Donation Committee, Ashley is a strong supporter of Nashville non-profits such as the Frist Center for the Visual Arts and the Vanderbilt Children's Hospital. A Nashville native, she is a communicant of St. George's Episcopal Church. Ashley C. Levi is a graduate of The Ensworth School, The Madeira School in McLean, VA, and received her B.A. degree from the University of the South in Sewanee, TN. Married to Joseph Cummings Levi, they are the proud parents of three young children. Ashley enjoys travel, sports, and Charlevoix, MI in her free time.

 

Robert J. Underbrink

President/CEO, King Ranch, Inc.

 

Robert J. Underbrink is President/CEO of King Ranch, Inc. King Ranch is a seventh generation family-owned agribusiness operation organized into nine distinct business segments: Ranching/Wildlife, South Texas Farming, Texas Turfgrass, Pecans, Citrus, Florida Farming, Retail, Minerals and Corporate. Its total land holdings consist of approximately 910,824 acres covering operations in Texas, Florida, New Mexico and South Carolina. The main ranch in South Texas today is 825,000 acres - slightly larger than the State of Rhode Island.

Robert graduated in 1983 from Texas A&M University-Kingsville where he received a Bachelor of Science in Agriculture. He was hired by King Ranch Inc. in 1984 as a management trainee and traveled to various operations in the United States and throughout South America and Australia. In 1987, he assumed responsibility as General Manager of Florida operations. As part of an expansion of the Florida operations, King Ranch, Inc. acquired citrus groves in 1994. The Board of Directors of King Ranch, Inc. appointed Mr. Underbrink as Vice President of Farming Operations in June 1998. He was then appointed as Senior Vice President in March 2008 and was appointed as President/CEO, as well as a Director, in June 2010. He also currently serves as a Director of Consolidated Citrus Limited Partnership, the nation's largest citrus grower, where he previously served as President and CEO from 1999 to 2005. Consolidated Citrus Limited Partnership is owned and managed by King Ranch, Inc.

Daniel Ginzburg

Co-Owner, FantaSea Yachts & Yacht Club

 

Daniel Ginzburg is the Co-Owner of FantaSea Yachts & Yacht Club alongside his father, Uri Ginzburg, who founded their family business 30 years ago. Daniel is also the Chief Executive Officer and actively oversees all business management, development, and human resources. Daniel began working at FantaSea and learning the business at the age of fifteen. Learning how to run the company, he worked in every role available to learn the family business including boat cleaner, crew member, bartender, waiter, and event coordinator.

Daniel went on to attend Brandeis University in Massachusetts, earning a B.A. in political science. With an interest in law, Daniel returned to Los Angeles to attend Southwestern School of Law. After graduating, Daniel practiced law for three years. He returned to FantaSea in 1996 to take over and begin running the company, realizing it was more fun planning parties instead of lawsuits.

Daniel's #1 goal is to meet the needs of FantaSea's constantly changing and diverse clientele. His ability to do this, he attributes to his unique upbringing. Born to an Israeli father and an English mother, he spent part of his childhood living abroad in both England and Israel and was fortunate to visit many other countries while living overseas. This exposure gave him an appreciation and interest for different people and cultures at an early age.

Daniel's choice to no longer practice law and head FantaSea Yachts & Yacht Club has proven to be the best career move he could have made. In addition to working alongside his wife and creative director, Stephanie every day, he also finds great fulfillment in working with guests and leading the staff. Just like Daniel, most of his staff grew up working there. He has had the privilege of watching busboys become bartenders, interns become event planners, dishwashers become chefs and crew become captains. There are now three generations of families working together at FantaSea Yachts.

It is his passion, pride and dedication that drives Daniel to be successful and his personal experiences that he enjoys each day on the job that validates his hard work. He continues to be inspired to grow FantaSea Yachts & Yacht Club and continue in the family tradition.

Josh Johnson

President, Fidelitone Logistics

 

As President of Fidelitone Logistics, Josh Johnson leads the management team of a 28 location distribution network providing fulfillment, last mile delivery, supply chain management, transportation management and warehousing services.

Delivering on the company mission: to be one solution for developing satisfied customers every time has been Johnson's priority. This mission has helped Fidelitone to expand a client base which includes national retailers and manufacturers from a variety of industries.

Johnson joined Fidelitone Logistics in January 1997 as an Account Executive for Harco Lighting, a Fidelitone Logistics division. In 1999, he became the Regional Manager at Aero Products. In 2001, he was promoted to Director of Sales for Fidelitone Logistics and named President of the company in 2004.

Johnson earned a Bachelor of Arts degree from Indiana University in Bloomington.

James B. Wood

Senior Vice President and Chief Strategy Officer, The Clemens Family Corporation

 

James B. Wood has extensive experience working with emerging, family-held, and middle market companies in planning and managing through the dynamic transitions of growth. He is author of the book, "The Next Level: Essential Strategies for Breakthrough Growth" (Perseus Press, 2000).

Mr. Wood is currently Sr. Vice President and Chief Strategy Officer for The Clemens Family Corporation (CFC), a privately-held agribusiness and real estate development company based in Hatfield, PA with over $750 million in revenue. He is responsible for leading their strategy, growth initiatives, acquisitions and real estate development.

Upon arriving at CFC in 2000, Mr. Wood led a complex turnaround strategy and corporate restructuring of family ownership resulting in significant improvements in profitability and performance, which has been written up as a case study currently used by Kellogg School of Management. In the subsequent ten years, revenue has doubled and stock value has more than quadrupled.

He has also developed and executed a corporate diversification strategy at CFC, launching a real estate subsidiary focused on development and acquisition of retail and industrial properties, which has grown from zero to over $70 million in assets.

Prior to joining CFC, Mr. Wood was the Director of Entrepreneurial Services for Ernst & Young's New England consulting practice, targeting middle market growth companies in the Northeast.

Previously, he was with Inc. magazine, where he launched and managed Inc.'s Growth Strategy Consulting Group, providing advisory services to Inc.'s audience of fast-growth companies. In this capacity, Jim consulted with literally hundreds of CEO's in a wide variety of industries on effective growth management and developed best practices for effectively planning and managing growth.

He serves as Vice Chairman of the Board of Directors for Third Federal Bank (THRD), a community savings and loan institution in the Philadelphia area. He also serves on the board of several CFC subsidiaries.

Mr. Wood has a Bachelors degree from State University of New York, a Master's of Science from Northeastern University, and has attended the Graduate School of Business at Babson College, specializing in Entrepreneurial Management.

Arne Boudewyn

Head of Family Dynamics and Education, Abbot Downing

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

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

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

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

Justin M. Zamparelli

Partner, Withers Bergman LLP

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

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

Bryant W. Seaman III

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

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

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

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

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

Jim Ethier

Chairman of the Board, Bush Brothers & Company

Jim Ethier is a third generation member of the Bush family. "BUSH'S BEST" is the nation's leading brand of bean products. Founded in 1908 by Andrew Jackson Bush, the company is headquartered in Knoxville, Tennessee and has production locations in Chestnut Hill, Tennessee and Augusta, Wisconsin.

Jim is Chairman of the Board of Bush Brothers & Company after having served as Chairman & CEO from 2003 to 2009, and President and COO from 1992 to 2003. Prior to that Jim served as CFO. He has been with the company for 42 years.

Jim has served the food industry as a Board member of the Grocery Manufacturers Association and Board member and Chairman of the Food Products Association. He received the Guard Society Honorary Life Member Award for 2000 which recognizes individuals for their years of service and their contribution to the food industry. In 2005 he received the Distinguished Leadership Award from the Food Products Association.

Jim currently serves on the board of the American Family Business Institute. He also serves as Board member for a number of businesses, educational and non-profit organizations.

Jim received his undergraduate degree from Georgetown University and an MBA from the Kellogg School at Northwestern University.

Jim and his wife, Melinda, live in Knoxville. He has three daughters, one son, and one grandson. In addition to civic activities, Jim enjoys golf and travel.

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.

Mark Peters

CEO, Butterball Farms Inc.

 

Mark Peters is Chief Executive Officer of Butterball Farms Inc., the nation's leading producer of embossed and specialty butter and margarine for the hotel and restaurant industry. Mark grew up in the operations side of the business working with his father, Leo Peters, the founder of Butterball Farms. He also worked for Land O' Lakes and Keebler to broaden his experience. After the death of Leo Peters in 1995, Mark succeeded his father as president.  There were challenges with productivity and cash flow, but Mark's entrepreneurial spirit and determination was to build the company. He brought in talented team members, developed international partnerships and initiatives, and increased the overall growth and status of the organization.

Mark has a Bachelor of Arts degree in Business Administration from Calvin College and a Bachelor of Science degree in Accounting from Davenport University, as well as two semesters of engineering from Grand Valley State University.

Charlotte E. Lamp, Ph.D.

Port Blakely Companies

Dr. Charlotte Lamp, a retired junior high and high school teacher, is now a researcher and consultant. Her primary research focus is family governance for extended business families. She is a third-generation family member, a shareholder of Port Blakely Companies, and presently serves on her family’s council as Governance Coordinator. During two previous family council terms, Dr. Lamp served as Education Coordinator and developed her family’s education program known as Eddy Academy. Over the years, this early project has expanded to include programs such as early education activities, teenage leadership development, college internships, and adult hands-on experiences. 
 
Dr. Lamp delivers practical and enthusiastically received presentations on such topics as education, transitions and successions, family governance, and leadership development for business families. Through Rockwood Consulting, LLC, Dr. Lamp mentors business families in their pursuit of family governance and supports other business advisers working with family businesses. She has authored many articles for Family Business Magazine and currently enjoys working as part of a research team headed by Dennis Jaffe, PhD investigating successful practices of global centennial business families. Dr. Lamp holds a BS in Biological Sciences, an MA in Administration, Curriculum and Instruction, and a PhD in Leadership Studies. She is a fellow of the Family Firm Institute from which she holds an advanced certificate in family business advising. 
 
Dr. Lamp resides in Spokane, Washington with her husband, Don. She has two grown children and participates in various civic activities which currently include membership on the board of Mobius Science Center and delivering Meals on Wheels. Past involvements have included the board of the Northwest Museum of Arts and Culture, WAMPUM, Connoisseur Concerts, and Spokane Symphony.

Timothy O'Hara

Assurance Partner, PwC

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

Dirk Jungé

Chairman, Pitcairn

Dirk Jungé is chairman of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth-generation member of the Pitcairn family, he has served in numerous capacities, including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn's pioneering transition to a 100% open architecture investment platform.

Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. Widely recognized for his involvement in social and community affairs, he sits on a variety of philanthropic and corporate boards. He is also a member of the Family Firm Institute and a recipient of the FFI Barbara Hollander Award, recognizing his commitment and dedication to education and learning in the field of family business.

He received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.

Ross J. Born

Co-CEO, Just Born, Inc.

Ross Born is Co-CEO of Just Born Inc., a family-owned candy business located in Bethlehem, Pennsylvania. Just Born was founded in 1923 in Brooklyn, New York and moved to Bethlehem in 1932. Just Born produces brand names MIKE & IKE™, Hot Tamales™, and Peanut Chews™ as well as marshmallow Peeps™. Just Born products are now distributed in all 50 states as well as in 45 countries. Ross joined the family firm in 1978 and shares the responsibility of managing the company with his cousin, David Shaffer, who shares the title of Co-CEO.

Ross, an Allentown native, is a graduate of Tufts University (1975) and received a law degree from Hofstra School of Law (1978). He and his wife, Wendy, have two daughters, Lisa and Amy, and a grandson, Jacob. Lisa's husband, Andrew Ellis, joined Just Born in 2007. Ross is involved in a wide variety of community activities and is the immediate past chairman of the National Confectioners Association.

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.

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Conference Location

Owned by the Marriott organization, a family-controlled business, the Ritz-Carlton Marina Del Rey is a luxury hotel near Santa Monica. It is close to Venice Beach and Malibu, allowing visitors easy access to the area's numerous attractions and opportunities.

As one of the premier luxury hotels near Santa Monica, The Ritz-Carlton, Marina del Rey is located less than five miles from Los Angeles International Airport and is surrounded by fine dining, upscale shopping and an array of recreational and entertainment options.

Our special group rate is $269 per night (plus taxes), and is available through October 21, 2014.

To reserve your rooms online, click here and use Group Code TRATRAG.  To reserve by phone, call 800-474-6501 and reference Transitions West.

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Register Today!

Register Today!

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

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

Standard Registration (October 2, 2012 or later)
First attendee from your family company: $1,595
Each additional attendee from your family company: $1,145
Each additional Next-Generation attendee (ages 15-29): $895

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

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 8, breakfast and lunch on November 9, and a welcome reception with buffet dinner on November 7, as well as refreshment breaks.


To register, visit https://secure.stetson.edu/forms2/business/family/transitionswest/

Or contact:
Justine Wood
Program Manager
justineawood@me.com
(703) 850-5497


Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded; within one week of the conference date and no shows, no refund is possible. Family Business Magazine and Stetson Family Enterprise Center may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

Sponsors

Your Hosts

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