Transitions West 2013

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Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

The conference by family businesses, for family businesses

Transitions West 2013, 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. Each conference is built on the direct feedback of prior conference attendees, and features new topics and new speakers.

This year, Transitions West 2013 will address:

  • The various roles family members play in the family enterprise-and keeping these roles separate and defined.
  • Building trust, respect and communications within the family
  • Dealing with thorny family issues
  • Engaging the NextGen in the transition from child to owner
  • Entrepreneurship, investment and the dynamic-and sustainable-family business

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

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

We continually strive to enhance your conference experience, and based on attendee feedback, have added the following to this year's program:

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

As always, Transitions features:

  • Speakers from family companies: Our focus is on speakers from family enterprises, sharing real-life problems and solutions. 
  • Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families. 
  • Collaborative discussions: Opportunities to work through family issues via guided discussions. 
  • No-Sell Environment:  Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
  • Special content and sessions for next-generation and married-in family members
  • Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
  • Family focus: Brought to you by family-owned Family Business Magazine, we use family-owned or controlled hotels, transportation services, restaurants and service providers whenever possible.  We believe in, and invest in, America's family businesses.

 

Featured Speakers

Timothy B. Hussey

President and CEO, Hussey Seating Company

Philip A. Clemens

Retired Chairman and CEO, The Clemens Family Corporation

Dale Marquis

Founder and Chairman, Invest West Financial Corporation and Pacifica Hotel Investors

Jason Pritzker

President and Co-Founder, Yapmo LLC

 

Deborah Marriott Harrison

Global Officer, Marriott Culture and Business Councils, Marriott International, Inc.

Kareem Afzal

Vice President, Business Development Manager, PDC Machines

Eric Allyn

Former Board Member, Welch Allyn

Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

Anne Eiting Klamar, MD

Chairperson, Midmark Corporation

Howdy S. Holmes

President and CEO, Chelsea Milling

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, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

Transitions West 2013 is now SOLD-OUT.  If you'd like to be added to our wait list, we'll contact you is a registration spot opens up.

Standard Pricing (after 9/20/2013)

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


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

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


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

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within 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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Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

Program

Wednesday November 13, 2013

1:00-3:00 pm  Family Meetings  (Optional)

For attending families bringing a large contingent of non-attending family members.  Guided by an expert facilitator, the family will lay out key issues and opportunities, which will be explored by the attending family members.  Non-attending family members may participate in the welcome reception and group dinner.  (Open to three families, first come-first served.  Transitions will coordinate, provide meeting space, refreshments and the facilitator, at cost.)

4:00 pm  Transitions 101 (Pre-conference session)

A special session for first time attendees and those wishing to brush up, focused on family business basics, and strategies designed to maximize the value of the conference.  Key family business terms  and strategies will be discussed.

Speakers:  Dan J. Agnew, President, The Agnew Company; Peter Begalla, Stetson University; David Shaw, Family Business Magazine; Dennis Jaffe, Saybrook University; Barbara Spector, Family Business Magazine

6:00 pm  Opening Session  (Coronado Ballroom)

            Keynote Speaker:  Deborah Marriott Harrison, Global Officer, Marriott Culture and Business Councils, Marriott International, Inc.

            "The Marriott Family: History, Culture and Succession"

            Keynote introduction and Q&A:  Tim O'Hara, Partner, PwC

7:00 pm Welcome reception and buffet dinner  (Skyline Terrace)

Sponsored by PwC

Thursday November 14, 2013

8:00 am-8:45 am  Breakfast

8:45 am-9:00 am Conference welcome

9:00 am-10:15 am  Panel Conversation:  Know Which Hat You're Wearing

Family members can play many roles within the family enterprise-shareholder, family member, family leader, business leader, business employee.  Keeping these roles separated, and clearly defined, can be a challenge-perhaps the fundamental challenge of a successful multi-generational company.  This conversation will focus on how families have separated these key roles, and the value they found in that separation.

Speakers:   Howdy S. Holmes, President & CEO, Chelsea Milling; Anne Eiting Klamar, President & CEO, Midmark Corporation; Joshua Nacht, Board Member, Bird Technologies

Conversation leader:  Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

10:15 am-10:30 am Networking Break

10:30 am-11:45 am  Panel Conversation:  Family Dynamics-Building Trust, Respect and Communication

Building trust, respect and clear communications within the family is a key to avoiding misunderstandings and disputes which can threaten the future of the family business, and the family itself.  This conversation will focus on proven strategies to build family cohesion and avoid disputes, and how to resolve disputes should they arise.

Speakers:  Eric Allyn, Board Member, Welch Allyn; Harold L. Yoh, III, Chairman and CEO, Day & Zimmermann; Julianne Lundberg Stafford, Lundberg Family Farms

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

11:45 am-12:00pm Networking Break

12:00 pm-1:00 pm Lunch and table discussions

Sponsored by Abbot Downing

1:00 pm-2:00 pm  Focus Sessions

Breakout sessions by generational stage of the company.  (Two sessions per generational stage)

G1/G2 Facilitators:  Jeff Ladouceur, Director, SEI Private Wealth Management; Nancy Drozdow, Principal and Vice President, Center for Applied Research

G3  Facilitators:  Justin M. Zamparelli, Partner, Withers Bergman LLP; Anna Nichols, Director of Communications, Altair Advisers LLC

G4+ Facilitators:  Dirk Jungé, Chairman, Pitcairn; Dennis T. Jaffe, Ph.D., Professor, Organizational Systems and Psychology, Saybrook University

2:00 pm-2:15 pm  Networking Break

2:15 pm-3:30 pm  Panel Conversation:  Dealing with Sensitive Family Issues

What separates family businesses from other business types are the interpersonal relationships that make issues of addiction, mental illness, unsuitability for leadership and other problems potentially explosive and threatening to the future of the family and of the family business.  Also, the role of wellness programs as a preventative.

Speakers:  Preston Root, President, Root Family Board of Directors; Dale Marquis, Founder and Chairman, and Matt Marquis, President, Invest West Financial Corporation and Pacifica Hotel Company, Frederic J. Marx, Partner, Hemenway & Barnes LLP

Conversation Leader:  Dana Telford, Consultant, Family Business Consulting Group

3:30 pm-4:00pm Networking Break

4:00 pm-5:00 pm  Focus Sessions

Each focus session will feature 10-15 minutes of expert presentation on the topic, and then facilitated discussion among attendee.  Sessions selected in advance.

  • Tax & Estate

      Jeff J. Saccacio, Partner, PwC

      • Trusts & Ownership

          Laura K. Zeigler, Principal and Fiduciary Counsel, Bessemer Trust

          • Wealth Management

              Anna Nichols, Director of Communications, Altair Advisers LLC

              • Family Dynamics

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

                  • NextGen

                      Greg McCann, Director, Stetson University's Family Enterprise Center

                      • Married-Ins

                          Michael S. Farrell, Managing Director, SEI Private Wealth Management

                          • Family Councils

                              Justin M. Zamparelli, Partner, Withers Bergman LLP and Debbie Bing, Principal, CFAR

                              5:15 pm to 6:40 pm  Attendees' choice

                              1)      Break
                                          Take two hours to relax and recharge.
                              2)      Family Get-Togethers
                                          Get together with your family members to discuss conference learnings.
                              3)      Individual pre-scheduled meetings
                                          One-to-one meetings with those who want to participate, scheduled in advance of the conference.
                              4)      Special Interest Group Meetings
                                          Meet with fellow family members for discussion on issues facing:

                              • Family Council leaders and members
                              • Family Offices
                              • Next Gen
                              • Non-Family Executives
                              • Senior Generation

                              7:00 pm-10:00 pm Group Dinners

                              Boathouse 1887 on the Bay or Brigantine Seafood Restaurant, as assigned; transportation provided.

                              Sponsored by Bessemer Trust

                              Friday November 15, 2013

                              8:00 am-8:30 am  Breakfast

                              8:30 am-9:45 am  Panel Conversation:  From Child to Owner:  The Engaged Next Generation

                              The conversation will focus on what it takes for the next generation to be good owners, and what the family can do to foster a sense of stewardship; develop good relationships between the next generation and family members, employees and the community; and teach young family members to respect the mission of the family business and work toward its sustainability.

                              Speakers:  Phil Clemens, Chairman and CEO, The Clemens Family Corporation;  Kareem Afzal, Vice President, Business Development Manager, PDC Machines; Timothy B. Hussey, President and CEO, Hussey Seating Company

                              Conversation leader:   Rhona E. Vogel, CEO and Founder, Vogel Consulting

                              9:45 am-10:00 am Networking Break

                              10:00 am-11:15 am  Panel Conversation:   Entrepreneurship, Investment and the Dynamic Family Business

                              Deploying family wealth in new and exciting ways both within and outside the founding business.  Investing family capital-new thinking, new products and services.

                              Speakers:  Jason Pritzker, President & Co-Founder, Yapmo LLC; Warner King Babcock, Chairman and CEO, AM Private Enterprises, Inc.

                              Conversation Leaders:   Dirk Jungé, Chairman, Pitcairn

                              11:15 am-11:30 am  Networking Break

                              11:30 pm-12:15 pm Closing Keynote Address

                              Phil Clemens, Chairman and CEO , The Clemens Family Corporation

                              "From Family Business to Business Family:  How the Clemens Family Made the Transition"

                              12:15 pm-1:15 pm  Lunch and Networking

                              Sponsored by Vogel Consulting

                              1:00 pm to 2:00 pm  Family meeting follow-ups (optional)

                               

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                              Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

                              Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

                              About Conference

                              Transitions West 2013 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

                              Who Should Attend

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

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

                              68% of attendees at Transitions are coming to the conference for the first time; 98.5% of attendees at our last conference say they'll attend again, and that they'd recommend the conference to other family members.

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

                              For further information, contact conference director David Shaw at (301) 963-6162 or by email.

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

                              What Attendees Say About Transitions

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

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

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

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

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

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

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

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

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

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

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

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

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

                              tw13webbanner_468

                              Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

                              Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

                              Confirmed Speakers

                              Preston Root

                              El Presidente, Junta directiva de la familia Root

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

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

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

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

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

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

                              Rhona E. Vogel

                              CEO and Founder, Vogel Consulting

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

                              Julianne Lundberg Stafford

                              Family Council Member

                              Julianne Lundberg Stafford is a third-generation member of the Lundberg family, which has been farming in northern California for 75 years. As Lundberg Family Farms, they farm and market a wide variety of rice and rice products. Julianne has managed the crop insurance, federal program compliance, and research review for the family farming partnership for several years and also serves on the board of the family's equipment holding company and the family council. She earned degrees from Stanford University in geology and worked in that industry prior to her current role at Lundberg Family Farms.

                              Julianne lives in northern California with her husband and two teenagers. She is also a professional musician and performs with orchestras and small groups in the San Francisco Bay area, nationally and internationally.

                              Laura K. Zeigler

                              Principal and Fiduciary Counsel, Bessemer Trust

                              Ms. Zeigler is a Principal in the Legacy Planning Group and Fiduciary Counsel. Prior to joining Bessemer in 2008, Ms. Zeigler was an attorney at Katten Muchin Rosenman LLP in Los Angeles practicing in the area of trusts and estates, charitable giving, and trust controversy.

                              Ms. Zeigler is a current member of the Professional Advisory Board of the Ronald Reagan Presidential Foundation. Ms. Zeigler is the former Chairman of the Estate and Gift Tax Section of the Los Angeles County Bar Association (2006-2007) and a former junior board member of the Make A Wish Foundation of Greater Los Angeles (2004-2006).

                              Ms. Zeigler was named as a finalist for Los Angeles Business Journal Corporate Counsel of the Year (2013). Ms. Zeigler has been listed as Southern California Rising Star in Estate Planning and Trusts (2005-2009) in Los Angeles Magazine and Southern California Super Lawyers Magazine.

                              Ms. Zeigler is a member of the Beverly Hills Estate Planning Council, the Los Angeles Estate Planning Council, the Beverly Hills Bar Association, the Los Angeles County Bar Association, and the American Bar Association.

                              Ms. Zeigler earned an LL.M. in Taxation from Boston University School of Law, 1999, her J.D. from John Marshall Law School, salutatorian and magna cum laude, in 1995, and her B.A., from Southern Methodist University, 1991. Ms. Zeigler served as a law clerk for the Honorable G. Alan Blackburn of the Georgia Court of Appeals.

                              Frederic J. Marx

                              Partner, Hemenway & Barnes LLP

                              Frederic Marx is the head of the Business Law Group at Hemenway & Barnes and has concentrated his practice on four principal areas:

                              Businesses involved in the technology, software, healthcare, and financial services sectors. Clients range from development stage entrepreneurial ventures to publicly held corporations. Fred has represented clients on a wide variety of issues, including technology development and licensing, venture capital and equity financing, strategic partnerships and alliances, mergers and acquisitions, business planning, securities law, taxation, and intellectual property issues.

                              Nonprofit organizations in the healthcare, education, cultural and social services sectors

                              Significant family groups in strategic and tax planning for their business and multigenerational long-term objectives

                              Investment advisors in connection with formation, operations, succession planning, fund creation and management and SEC compliance

                              Fred is also Managing Director and Chair of the Audit Committee of Hemenway Trust Company, a New Hampshire based private fiduciary firm.

                              Michael S. Farrell

                              Managing Director, SEI Private Wealth Management

                              Michael S. Farrell is managing director for SEI Private Wealth Management, a business unit serving ultra-high-net-worth individuals and families.

                              Michael joined SEI in 1993. Before assuming this role, Michael held the position of managing director for national broker dealer relationships for the SEI Advisor Network, where he was responsible for developing strategic relationships with suppliers of financial advisory, investment consulting and investment management services.

                              In addition, he worked in SEI's Institutional Group, providing outsourced fiduciary management services to pension, endowment and foundation clients.

                              Michael has been providing investment consulting services to private and institutional clients for more than 25 years. Prior to joining SEI, Michael was a managing partner in a Philadelphia-based investment company, serving privately held institutional and family clients. Michael started his career with Morgan Stanley, where he specialized in both fixed income and emerging growth companies.

                              Michael is a member of the board of directors for the World Affairs Council and serves on the Philadelphia AAP committee for Georgetown University. He also serves in leadership roles for several community organizations. Michael received a bachelor of science degree in business administration from Georgetown University. He holds the NASD Series 65 license.

                              Matthew Marquis

                              President, Invest West Financial Corporation and Pacifica Hotel Company

                              Matt Marquis is president of Invest West Financial Corporation and Pacifica Hotel Company and has been associated with Invest West since 1996.

                              Previously, Matt was an associate for Investcorp International, Inc., a leveraged buyout firm on Wall Street. At Investcorp, he was actively involved in the underwriting, acquisition process and asset management for investment properties. Matt was also involved in refinancing, restructuring and portfolio management while at Dean Witter Realty, Inc., where he was a financial analyst and associate in the Investment Banking Group.

                              Matt has been involved in structuring joint ventures with national firms such as Trammell Crow Company, Gumberg Asset Management, Investcorp and the Shelter Group. He currently serves as a board member of Invest West Financial Corporation.

                              He received his bachelor's degree from Brigham Young University and his MBA from Pepperdine University.

                              Dale Marquis

                              Founder and Chairman, Invest West Financial Corporation and Pacifica Hotel Investors

                              Dale Marquis is the founder and chairman of Invest West Financial Corporation and Pacifica Hotel Investors and chairman of the board of Invest West Capital Corporation, a closely held venture capital company. Dale has been involved with the acquisition or development of over 130 real estate investment projects, including over 30 hotel projects, and has been involved with the formation and operation of many real estate and non-real estate related companies. Dale is directly involved in the approval of hotel sites and hotel acquisition projects for the company. Prior to founding Invest West in 1970, Dale was associated with Arthur Andersen and Company.

                              Invest West Financial Corporation is a Santa Barbara-based full-service real estate and private equity investment firm that was founded in 1970 by Dale Marquis. Invest West invests in value added opportunities while providing the management and strategic oversight to maximize the value of these investments.

                              Pacifica Hotel Company is a hospitality management company with a proud history of managing high-quality properties in prime coastal locations and has been consistently listed in the top 10 hotel management companies in the United States by Hotel Business magazine. It was formed by Dale Marquis in 2000.

                              Warner King Babcock

                              Chairman and CEO, AM Private Enterprises, Inc.

                              Mr. Babcock has served as the CEO and board member of a family business, as well as the trustee of many family trusts controlling a family business, investments trusts, and a special needs trust. He is also a member of a family council.

                              Very earlier in his career, Mr. Babcock, as a family entrepreneur, built a manufacturing business based on his patents, introducing seven products, and expanding the business to seven manufacturing plants around the U.S. and licensing the technologies and trademarks oversees. The company was funded by intra-family financing through a new holding company that was owned by six newly formed trusts for the benefit of the next generation, his siblings.

                              In 1985, Mr. Babcock began investing in new ventures and several years later, he began advising corporations, family offices and family members regarding forming and investing in entrepreneurial firms. He also formed another firm that advised major family enterprises and corporations regarding corporate strategy, development and ventures for 24 years. His children partially owned the company until it was merged.

                              Since 2010, Mr. Babcock has been an adjunct faculty member at the Zicklin School of Business at Baruch College in NYC where he teaches MBA students a unique course "Boards, Governance, Leadership within Entrepreneurial and Family Firms" and Family Business Management to next generation seniors who are majoring in entrepreneurship. As an independent investment adviser he also assists others with developing innovative, long-term strategies, plans and options for the next generation.

                              He currently serves on the Board of Advisors of The Lawrence N. Field Center for Entrepreneurship, the largest in New York City, the Board of Directors of International Association of Attorneys for Family-Held Enterprises. He was been featured in the New York Times regarding family banks and has written recent articles in Accounting Today, Family Business Magazine and Trusts and Estates Magazine. He has been a speaker at Family Business Network, Family Council Advisory, Family Firm Institute, Family Office Association, Family Office Metrics, Family Office Exchange, Institute for Private Investors, next generation and wealth management conferences

                              He holds a MBA from Emory University, a BA in Chemistry from the University of North Carolina, Chapel Hill and has completed extensive biomedical engineering courses from Vanderbilt University.

                              Jason Pritzker

                              President and Co-Founder, Yapmo LLC

                               

                              Jason Pritzker is President and co-founder of Yapmo. Prior, Mr. Pritzker served as President of Visible Vote, an application created to strengthen communication lines between voters and their legislators. Pritzker's background includes work in the manufacturing industry, investment banking industry and hotel industry. Most recently, he worked for the Marmon Group, an industrial manufacturing company.

                              From 2003-2006, Mr. Pritzker worked at Goldman Sachs in the Investment Banking Division. Prior to that, Mr Pritzker worked for the Hyatt Corporation in Madrid. Mr. Pritzker has been active in philanthropy for Chicago institutions, having founded the Metropolitan Board of the Chicago Children's Museum and hosted fundraising events for the Chicago Art Institute. He graduated from Brandeis University with a B.A. in sociology.

                              Dana Telford

                              Senior Consultant, Family Business Consulting Group

                              Dana Telford specializes in helping family business owners plan for succession and manage the complexities and opportunities that are inherent to family business. He specializes in succession planning, family governance, Board effectiveness, strategy, entrepreneurship and conflict management.

                              Dana earned an MBA from Harvard Business School and graduated Phi Beta Kappa from the University of Utah. He is a third generation member of a U.S. based commercial real estate firm.

                              Dana has advised hundreds of business families from many business sectors in a variety of sizes on 6 continents and in more than 18 different countries, including Switzerland, India, China, Philippines, Indonesia, Japan, Australia, Greece, Saudi Arabia, Belgium, Brazil, Kuwait, England, Mexico, Australia, Canada and the UAE. He works with controlling owner, sibling partnership and multi- generational family enterprises of all complexities and sizes, and across multiple industries. Previous clients include members of the Forbes List of the world's wealthiest, a royal family and founders of some of the world's largest organizations.

                              Dana has done work in a variety of industries, including real estate brokerage, development and investment, automobile dealerships, residential construction, heavy construction, heavy equipment distribution, aeronautical engineering, farming, medical services, health insurance, jewelry manufacturing and retail, landscape development, property management, ranching, manufacturing, manufacturer's representation, oil and gas exploration, home furnishings, hotels and lodging, banking, beverage bottling and distribution, trucking and retail grocery.

                              Dana has co-authored two books that have sold over 70,000 copies in 4 languages; the national best seller The Integrity Advantage: How Taking the High Road Creates a Competitive Advantage in Business and Integrity Works: Strategies for Becoming a Trusted, Respected and Admired Leader. He has been a guest lecturer at Harvard Business School, the University of Utah, USC, Cal State Fullerton, the University of Louisville, the University of Wisconsin, Centenary College, Thunderbird, Gonzaga and the American University of Kuwait. He has been a guest on ABC and FOX television. His research and writing has been quoted in Investor's Business Daily, The Chicago Tribune, The Orange County Register, Toronto Globe and Mail and others.

                              Deborah Marriott Harrison

                              Global Officer, Marriott Culture and Business Councils, Marriott International, Inc.

                              Deborah Marriott Harrison, an honors graduate of Brigham Young University, has held several positions within Marriott since 1975, including accounting positions at Marriott Headquarters and operations positions at Key Bridge and Dallas Marriott hotels.

                              She has been actively involved in serving the community through participation on various committees and boards, including but not limited to the Mayo Clinic Leadership Council for the District of Columbia and the boards of the Bullis School, the D.C. College Access Program, and the J. Willard and Alice S. Marriott Foundation.

                              Her extensive knowledge of the Company, its history and its mission, and her strong ties with the community bring valuable experience and insight to Marriott's Government Affairs initiatives.

                              She has also served on the boards of several mental health organizations, including The National Institute of Mental Health Advisory Board, Depression and Related Affective Disorders Association, and the Center for The Advancement of Children's Mental Health in association with Columbia University. Mrs. Harrison is also a member of the Marriott Vacations Worldwide Board.

                              Jeff Ladouceur

                              Director, SEI Private Wealth Management

                              Jeff Ladouceur is Director of SEI Private Wealth Management. In this capacity, he is responsible for innovative solutions, communications, and education that supports the needs of ultra-high-net-worth individuals.

                              Jeff has been in SEI Private Wealth Management since 2001. Prior to his current role, he was Director of Client Strategy. He was responsible for guiding client advice that focused on goal-oriented outcomes and managing the client experience. His team directly supported both prospects and clients with personal wealth in excess of $20 million in net worth. During his time in SEI Private Wealth Management, he created and launched the SEI Private Wealth Management Legacy Program, led the high-net-worth solution, and directly contributed to the growth of SEI Private Wealth Management business.

                              Prior to that, Jeff focused on new product development at SEI. He has developed institutional solutions for treasurers, launched private equity and hedge funds, and worked with institutional clients to provide defined benefit, defined contribution, and endowment programs.

                              Before joining SEI, Jeff served seven years as an officer in the U.S. Navy. He received his Bachelor of Arts in international relations from the University of Notre Dame. He received his Master of Business Administration from Smeal College of Business at The Pennsylvania State University. He also holds a certificate in Executive Business Management from the University of Virginia's Darden School of Business.

                              Anna Nichols

                              Director of Communications, Altair Advisers LLC

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

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

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

                              Joshua Nacht

                              Board Member, Bird Technologies

                              Joshua Nacht is an active family business owner and serves as a married-in, third-generation family member on the board of directors of the 75-year-old Cleveland-based Bird Technologies. In addition, he is a second-generation owner of a real estate development and management company in Edwards, Colo.

                              He is also a consultant with The Family Business Consulting Group. Joshua works with business families to manage their complexity and create opportunities by focusing on effective governance and transitions. He enjoys working with multi-generational families to integrate diverse perspectives and create strong ownership groups by developing structured plans for continuity.

                              In 2015, he earned a Ph.D. in Organizational Systems with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion,” investigated leadership within the ownership group of business families, and won the “Best Dissertation Award” from the Family Firm Institute in 2016. 

                              Kareem Afzal

                              Vice President, Business Development Manager, PDC Machines

                              Kareem graduated from Boston University with degree in mechanical engineering in 1997. He started working in the manufacturing shop at a young age running CNC machines making production parts, then moving to assembly and test where he assembled pdc machines compressors and other equipment. Kareem recently made the transition from Project Engineer, where he managed numerous projects for various industry applications, to Business development manager where he now oversees the sales and marketing department.

                              Kareem travels all over the world in pursuit of developing new customer relations and strategic partnerships in emerging markets. Kareem is Board Chair at Manna on Main Street- a local soup kitchen and food pantry in the suburban Philadelphia area. Kareem is also on a trustee at United Friends School in Quakertown, PA. Kareem is married and the proud father of two children.

                              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.

                              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.

                              Eric Allyn

                              Former Board Member, Welch Allyn

                              Eric Allyn is an experienced Medical Device executive serving on a variety of boards within healthcare and privately-owned businesses. Eric began his career at Welch Allyn in 1982, a 4th Generation family business employing 2,800 people, where he managed a variety of functions and business units worldwide. In 2008, Mr. Allyn moved from his executive role to join Welch Allyn's Board of Directors, a natural result of having led the company's transition from the 3rd Generation of Owners/Managers to the 4th Generation of Owners employing outside management. He is currently Chairman of the Voting Trust, the entity which controls the company's voting stock. He also served on the Audit, Compensation/Management Development, and Science/Technology Committees.

                              Outside of Welch Allyn, Mr. Allyn serves on many other boards. He is Chairman of the Board of Auburn Hospital, a role he has held since 2008, and was selected to the Board of Governors of the Hospital Trustees of New York State (HTNYS). In addition, Eric serves on the Board of Directors of GOJO (makers of Purell), Diffinity Genomics, Family Enterprise USA, and several small family business boards. He is a past Board Member of Hand Held Products (sold to Honeywell in 2007), and Everest-VIT (sold to GE in 2005). He is a frequent speaker at Family Business seminars across the country.

                              Mr. Allyn is the Founder and Managing Partner of a private Investment Fund, is Chairman of the Investment Committee of two separate private foundations, and has been the lead investor in several Med-Tech companies in upstate New York.

                              Mr. Allyn lives in Skaneateles New York with his wife and three daughters, and is actively involved in community organizations across the Central New York region.

                              Nancy Drozdow

                              Principal and Co-Founder, CFAR

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

                              Justin M. Zamparelli

                              Partner, Withers Bergman LLP

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

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

                              Dan J. Agnew

                              President, The Agnew Company

                              Dan Agnew is a third-generation family member who has championed and led The Agnew Company's business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been and remains active on industry and charitable boards.

                              Now in its fourth generation, The Agnew Company was started by Samuel A. Agnew (1879-1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a family enterprise that has continued to grow through a diversified and diligent approach to investing. The Agnew family has adopted a stewardship approach to their asset base that was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917-1980). Their foresight and commitment to future family generations has made it possible for the third and fourth generations of the family to continue to promote the advancement of intellectual growth, individual responsibility, and wealth management which will help ensure opportunity and excellence for future generations.

                              Dennis T. Jaffe, Ph.D.

                              Professor, Organizational Systems and Psychology, Saybrook University

                              Dennis Jaffe is professor of organizational systems and psychology at Saybrook University in San Francisco, and an advisor to families about family business, governance, wealth and philanthropy. He is author of Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, Working With the Ones You Love: Building a Successful Family Business, Working With Family Businesses: A Guide for Professional Advisors, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It, and more than a hundred management and psychology articles. In 2005 he was awarded the Beckhard Award for service to the field from the Family Firm Institute. He received his BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is a licensed psychologist.

                              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.

                              Anne Eiting Klamar, MD

                              Chairperson, Midmark Corporation

                              Dr. Anne Eiting Klamar is chairperson of Midmark Corporation. She joined Midmark in 2000 as president and was appointed CEO in 2003, the fourth generation of the Eiting family to hold a leadership position at the company. She devotes a high quotient of her time to corporate strategy, innovation and driving the company’s growth initiatives in domestic and international markets.
                               
                              Klamar began her career practicing medicine at Family Practice Physicians in Urbana, OH, in 1993 and served as director of the Well Child Clinic. She was elected to Midmark’s board of directors in 1993, and held the position of secretary of the board.
                               
                              A member of the Young Presidents Organization, Klamar serves on several boards, including the HIDA Educational Foundation, the Dental Trade Alliance Foundation, Professional Women in Healthcare and the Dayton, OH, Development Coalition. She recently became an active member of the World Economic Forum, an independent international organization committed to improving the state of the world by engaging leaders in partnerships to shape global, regional and industry agendas.
                               
                              In 2009, Klamar participated in the installation of a dental school in the Republic of Tanzania, facilitated by Miracle Corners of the World. She continues to support global philanthropy in developing countries.
                               
                              Klamar received her Bachelor of Arts degree from the University of Michigan and graduated with her doctoral degree from the Ohio State University. She is also a graduate of the Owner/President Management program at the Harvard Business School.

                              Philip A. Clemens

                              Retired Chairman and CEO, The Clemens Family Corporation

                              Mr. Clemens has spent his entire working career with the family business. He began working in the legacy business, Hatfield Quality Meats, on a part time basis while going to school. He began his full-time career in 1967 while attending Peirce College. His career has allowed him to work in all areas of the business. He began on the clean-up crew and worked his way to be the CEO and President of the Company. He began both the Data Processing and Human Resource Departments. He spent 20 years of his career in Human Resources and 7 years as CEO and President of the legacy business.

                              In 2000 he became Chairman and CEO of The Clemens Family Corporation - a holding company. He currently serves as the CEO of all of the businesses in the Clemens Food Group: Hatfield Quality Meats, Country View Family Farms, PV Transportation, and CFC Logistics. He also serves as the CEO of Clemens Development which is the real estate arm of the Corporation with several holdings including Hatfield Pointe and Clemens Business Center.

                              Mr. Clemens received the American Meat Institute's Industry Advancement Award, the highest award given in the meat industry; The Edward C. Jones award for community service; the Knowlton Award for innovation in the meat industry; Pride of Peirce for outstand alumni of Peirce College; Pillar of the Community from Harleysville Senior Center; Philadelphia Area Sunday School Association's Superintendent of the Year; and the Research Institute of America for the outstanding management suggestion of the year.

                              Mr. Clemens is active in his community and other organizations. He serves as the Chairman of the Board of Trustees of Lancaster Bible College; former Chairman and member of the Executive Committee of the American Meat Institute; Board member and Compensation Chair of Delaware Valley Wholesale Floral Group, Sewell, N.J.; Barron Collier Partnership, Naples, FL.; Board member of Ambassador Foundation; Center for Ministry Advancement; Three Springs Ministries; and North Penn United Way.

                              Mr. Clemens has been married to Linda for 40 year and has 3 adult children - Julie who works in the family business; Beth, married to Paul College and serving as a missionary in Indonesia; and Ruth, married to Brett Harris and is a school teacher in North Carolina. He also has 5 grandsons. His hobbies are hunting and fishing.

                              Timothy B. Hussey

                              President and CEO, Hussey Seating Company

                              Tim Hussey, President and Chief Executive Officer of Hussey Seating Company, joined Hussey in 1982. After holding positions in manufacturing, sales and operations, he was named President in 1995, and was named President and CEO the following year.

                              Tim received his bachelor’s degree from Colby College in 1978, and his master’s of business administration from Cornell University in 1982. 

                              Tim currently serves as a Board member of Educate Maine and the Davis Foundation. He has previously served on the Boards of Colby College, Maine Economic Growth Council, Maine Development Foundation and RSU 21 School Board. He is a member of the World Presidents Organization.

                              Tim lives in Kennebunk, Maine with his wife Marcia, and they have three adult children.

                              Founded in 1835, Hussey Seating Company is one of the oldest family-owned business in Maine, and currently managed by the 6th generation of the Hussey family.  Hussey is a world leader in developing and manufacturing seating solutions, and their full line of top quality spectator seating products includes fixed plastic, padded and upholstered chairs, telescopic platforms and telescopic gym seats.  Hussey serves the education and sports markets including installations in stadiums, arenas, gymnasiums, auditoriums, convention centers, and performing arts venues.  Hussey products can be found in more than 75 countries and are available from more than 60 dealers, some of which have been offering Hussey products for more than 50 years.

                              Harold L. (Hal) Yoh, III

                              Chairman and CEO, Day & Zimmermann

                              Hal Yoh is Chairman and Chief Executive Officer of Day & Zimmermann (dayzim.com), a leader in construction & engineering, staffing and defense solutions for leading corporations and government agencies around the world. Headquartered in Philadelphia, PA and ranked as one of the largest private companies in America by Forbes, the company operates from more than 150 worldwide locations with a workforce of over 50,000. Day & Zimmermann is a former recipient of the U.S. National Family Business of the Year award. Since becoming Chairman and CEO in 1999, Mr. Yoh has continued the company’s dedication to its values-based culture and promise to its customers – We do what we say.
                               
                              Mr. Yoh is active in many industry and professional associations including roles as past Chairman and current board member of the National Defense Industrial Association (NDIA), past Chair of the Construction Industry Institute (CII), and member of the steering committee for the Defense Industry Initiative on Business Ethics & Conduct. He is a member of the Business Roundtable and previously served on the Board of Directors for Teleflex (NYSE:TFX). In 2013, Mr. Yoh was inducted into the National Academy of Construction, and he was awarded ‘Master Entrepreneur’ for Greater Philadelphia as part of Ernst & Young’s Entrepreneur of the Year program.  
                               
                              A strong believer in civic and community service, Mr. Yoh was recently appointed Chair, Philadelphia Airport Advisory Board and currently serves as a Trustee of the Franklin Institute, a past board member of WHYY, and an executive committee member and past chair of the Greater Philadelphia Chamber of Commerce. He also has served on numerous boards and committees for Duke University. 
                               
                              Mr. Yoh is a graduate of Duke University with a Bachelor of Science degree in Mechanical Engineering and Material Sciences and he holds a Master of Business Administration from The Wharton School of Business at The University of Pennsylvania.  

                              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.

                              Ann M. Dugan

                              Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh

                              Ann Dugan is the founder of the Institute for Entrepreneurial Excellence, part of the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Created to foster the growth and development of family businesses and entrepreneurial firms, seed innovation and promote technology transfer, The Institute provides consulting services, educational programs and exclusive peer networking opportunities to businesses at every stage in the business lifecycle. Since inception, the Institute has helped start over 1,000 businesses, raised $250 million in capital and provided educational programs to 25,000 business leaders.

                              Ann is an accomplished author, lecturer and business consultant with more than 20 years of experience researching, developing and writing in the areas of family business, strategic planning, development of the franchise system and the dynamics of the entrepreneurial firm. A frequent contributor to articles published in Fortune, Inc, New York Times, Entrepreneur, Wall Street Journal, Washington Post, Pittsburgh Post-Gazette and the Business Times, Ann is also the editor and co-author of the national best seller Franchising 101 and the recently released A Woman's Place... The Crucial Roles of Women in Family Business.

                              Ann is a leader in community and economic development activities. Her efforts have been recognized with numerous awards, including: Ernst & Young Entrepreneur of the Year 2009; Pittsburgh Post-Gazette Top 50 business leaders; SBA Financial Advocate of the Year; Girl Scouts Women of Distinction; and the Executive Women's Council Women of Achievement Award. She has been a board member of the Redevelopment Authority of Washington County for more than 10 years and is responsible for guiding more than $28 million annually in county infrastructure development. In addition, Ann currently serves on the boards of Innovation Works, Pittsburgh Gateways, Three Rivers Workforce Investment Board (TRWIB), Bridgeway Capital, and VisitPittsburgh.

                              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.

                              Howdy S. Holmes

                              President and CEO, Chelsea Milling

                              Chelsea Milling Company is operated by a family whose roots in the flour milling business date back to the early 1800s. Mabel White Holmes, grandmother of current president Howdy S. Holmes, developed and introduced to the homemaker the first prepared baking mix product, "JIFFY" Baking Mix, in the spring of 1930. Currently Chelsea Milling offers 22 "JIFFY" Mixes.

                              After successfully competing in the world of motor sports for 20 years, Howdy returned to the family business in November 1987. As a racecar driver, Howdy won championships and was "Rookie of the Year" at the Indy 500 in 1979. He competed in six Indy 500 events. When he retired in 1988, he held the best average finishing record of anyone who started more than four events.

                              As a businessman, Howdy operated a motorsports marketing company and an advertising company that served the motorsports community. Holmes authored an award-winning book, Formula Car Technology, and was a contributing writer for magazines and newspapers about racing. He also was one of the first color commentators on racing for ESPN.

                              Upon returning to "JIFFY" in 1987, Howdy led a transformation of the then-100-year-old family business. With the help of others, a professionally managed strategic vision was successfully introduced.

                              Today, known for their quality and value, "JIFFY" Mixes are uniquely positioned for the 21st century. "JIFFY" is the market-share leader in retail prepared baking mixes.

                              Preston Root

                              President, Root Family Board of Directors

                              Preston Root is President of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 110 years.

                              He is the great grandson of C.J. Root who founded Root Glass Company in Terre Haute, Indiana in 1901. Root Glass Company designed , patented and manufactured the original 6 1/2 ounce Coca-cola bottle in 1916.

                              Root Company relocated to Florida in 1950 and started to build what would become one of the largest independent bottlers of Coca - Cola in the United States. Preston has worked for the family business for 35 years in roles ranging from route sales to radio station manager.

                              In addition, he currently works for MRN Radio--"The Voice of NASCAR"--America's largest independent sports radio network, broadcasting NASCAR and Rolex Grand-Am races from all across North America.

                              Preston has served on the Board of Directors for the YMCA of Volusia County , Museum of Arts and Sciences of Daytona Beach and The Arc of Volusia and Flagler Counties. In 2010 Preston was named "Top Volunteer in the State of Florida" by The Arc. He also serves on Halifax Health Foundation.

                              Preston is a certified SCUBA instructor and an EMT. His interests include mountain biking and aviation.

                              Rhona E. Vogel

                              CEO and Founder, Vogel Consulting

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

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

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                              Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

                              Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

                              Conference Location

                              sdmarriott2_300With stunning views of the San Diego skyline across the Bay from our hotel, Coronado Island Marriott Resort & Spa offers a comfortable atmosphere for relaxation and renewal. Our Coronado resort welcomes guests with its many luxurious on-site features, including a full-service health spa, convenience to beautiful sandy beaches, shopping, and restaurants at Ferry Landing. Spacious guest rooms and villas make you feel at home in this tranquil beach community. Enjoy the freshest seafood at our Current restaurant, rent a bicycle and explore, bask on sun-filled beaches, or take the ferry into San Diego to see the Zoo. After the day is done, you can return to our Coronado Island resort where you'll find oversized bath tubs, down comforters and plush beds with cotton-rich linens, plus flat-panel TVs, connectivity panels and high-speed Internet access.

                              Special group rates have been secured for Transitions West 2013 attendees:

                              $229 plus state and local taxes (Net, non-commissionable).  Includes wired or wireless Internet access.

                               Use this link to make your reservation online.

                              Reservations may be made by calling (800) 228-9290 and referring to the group (Family Business Magazine) and meeting name (Transitions West 2013).

                              PLEASE NOTE:  The confirmed guestroom rates will be available for three days prior to and three days after the conference, subject to availability.

                              To earn the special conference rates, reservations must be made on or before the cut-off date of Tuesday, October 22, 2013. 

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

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                              Transitions West 2013 is now SOLD-OUT.  If you'd like to be placed on our wait list, should a registration spot open, please click here.

                              Transitions East 2014 will be held March 26-28, 2014 in Tampa, Florida.  Registrations will open soon!

                              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, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

                              Transitions West 2013 is now SOLD-OUT.  If you'd like to be added to our wait list, we'll contact you is a registration spot opens up.

                              Standard Pricing (after 9/20/2013)

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


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

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


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

                              Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to justineawood@me.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than one week prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within 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.