Transitions West 2016

The conference for family businesses by family businesses

Registraton is now closed for Transitions West 2016.

We hope you and your family will join us in Phoenix this Fall!

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

Transitions West 2016 will address:

  • What It Takes to Be an Effective Family Business Owner
  • Developing Family Members for Governance
  • The Mechanics of Ownership--Dividends, Liquidity and Transitions
  • Family Dynamics Between Active and Inactive Shareholders
  • Reigniting Entrepreneurship and Change in the Family Business

Special Bonus:  To extend and enhance conference learning, all attendees will receive a free one year's subscription to Family Business Magazine (or a one-year extension to their current subscription).  Subscription includes access to Family Business' online archive of more than 700 articles, organized by topic.

We continually strive to enhance your conference experience:

  • Smaller group sessions to facilitate discussion.
  • Topic-based expert briefings to allow you and your family members to drill down more deeply into areas of specific interest or need.
  • Some families bring family members who do not attend the conference itself. We've created the opportunity for these families to schedule a working family meeting prior to and after the conference, with a professional facilitator. (Limited space available, please contact Justine Wood at 703-850-5497 for details). Please note: our hotel room block allows families to book rooms before and after the conference, at our group rate, to extend the duration and value of your visit.
  • Family Business Basics--a pre-conference session focused on key family business terms and ideas, and on how to get the most out of the conference itself.

Transitions features:

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

Featured Speakers

John Solheim

Chairman and CEO, PING

Don Freeman

Chairman, Freeman

Elizabeth Bloch-Uhlmann

Board Member, Marion and Henry Bloch Foundation

Henry W. Bloch

Co-founder and Honorary Chairman, H&R Block, Inc.

Brian France

Chairman and CEO, NASCAR

Jean-Charles Boisset

President, Boisset Family Estates

Greg Waggoner

Board Member, Leupold & Stevens Inc.

Stacy Mello

Senior Director, Planning and Communication, A. Duda & Sons, Inc.

Dan Hatzenbuehler

Retired Chairman and CEO, E. Ritter & Company

Steve Titus

Family Council Member, Lyles Family Enterprise

Jerry Fat

President/CEO, Frank Fat Properties, Fat City Inc., Frank Fat Inc.

Martha C. Huber

Former Director, J.M. Huber Company

Jamie Richardson

Vice President, Corporate Relations, White Castle

Christin Cardone McClave

Chief People Officer and Board Member, Cardone Industries

 

Scott Tucker

Co-President, Maple Leaf Farms Inc.

William D. Carriere

President and CEO, Carriere Family Farms

Sheldon G. Wittwer

Chairman of the Board, Wittwer Hospitality

Ryan Ellis

Board Member, Calkins Media

Katie Sproul

Co-President, Barron Collier Companies

Register Today!

Registration Information

Registration is now closed for Transitions West 2016.

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

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

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

Standard Pricing 

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

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

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact 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 10, breakfast and lunch on November 11, and a welcome reception with buffet dinner on November 9, as well as refreshment breaks.

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

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

Program

Wednesday, November 9
 
2:30-6:30 p.m. Registration Open
 
3:30-4:30 p.m. Family Business Basics
An optional, complimentary pre-conference session for first-time Transitions attendees and others who wish to brush up on key family business terms and practices. The session will also offer tips on how to get the most out of the conference experience.
 
Speakers:  Dana Telford, Principal Consultant, The Family Business Consulting Group; Andrew Pitcairn, Family Council Chair, Pitcairn; Peter Begalla, Conference and Education Director, Family Business Magazine.
 
5-6:15 p.m. The Effective Family Business Owner
What do family members need to know in order to be effective business owners and business partners? How can family leaders create a program to develop young family members into knowledgeable owners who work well together? How can the current generation anticipate and prevent problems that might arise among the family ownership group of the future?
 
Speakers: Steve Titus, Family Council Member, Lyles Family Enterprise; Jamie Richardson, Vice President, Corporate Relations, White Castle; Katie Sproul, Co-President, Barron Collier Companies
Moderator:  Charlies Adams, Private Company Services Assurance Partner, PwC
 
6:15-6:45 p.m. Opening Keynote
Speaker: John Solheim, Chairman and CEO, Ping
Introduced by:  Jeff Saccacio, Personal Financial Services Tax Partner, PwC
 
6:45-9 p.m. Welcome Reception and Dinner
 
Thursday, November 10
 
7:30 a.m.-4:30 p.m. Registration Open
 
7:30-8:30 a.m. Breakfast
 
8:30-9:45 a.m. The Effective Family Business Board Member
What are the components of a program to develop family members into strong directors? What do independent directors need to know about the family history and dynamics so they can make the best recommendations on behalf of the shareholders? How should the board be assessed to ensure it is the right one to help the company achieve its short- and long-term goals?
 
Speakers: Dan Hatzenbuehler, Retired Chairman & CEO, E. Ritter & Company; Martha Huber, Former Director, The J.M. Huber Company; William D. Carriere, President and CEO, Carriere Family Farms
Moderator: Bryant W. Seaman III, Managing Director – Head of Private Asset Advisory, Bessemer Trust
 
9:45-10:15 a.m. Networking Break
 
10:15-11:30 a.m. The Mechanics of Ownership, Dividends and Liquidity
What are the components of a dividend policy that meets the liquidity needs of family shareholders but also ensures there are sufficient funds to meet the capital and growth needs of the business? What are the pros and cons of mechanisms such as ESOPs, going public or seeking outside investors to provide needed liquidity?
 
Speakers: Don Freeman, Chairman, Freeman; Christin Cardone McClave, Chief People Officer and Board Member, Cardone Industries; Sheldon G. Wittwer, Chairman of the Board, Wittwer Inc. and Wittwer Hospitality
Moderator:  Rhona Vogel, CEO and Founder, Vogel Consulting
 
11:30 a.m.-12:30 p.m. Expert Briefings
  • Family Values--Preparing the NextGen for Ownership:  William Onorato, Vice President and Senior Wealth Strategist, Hawthorn PNC Family Wealth
  • The Transition to the Second Generation: Chris Williams, Partner, BDT Capital
  • Effective Family Employment Policies:  Mark Haranzo and Clyde Tinnen, Partners, Withers Bergman LLP
  • Taxes, Trusts and Estate Planning:  Jeff Saccacio, Personal Financial Services Tax Partner, PwC
  • Next Generation Roundtable:  Chris Walters, Managing Director, GenSpring Family Offices
  • Family Business and Personal Security:  Joe Lawlor and Charles Linehan, Associate Managing Directors, K2 Intelligence
  • Managing Wealth's Impact on the Family:  Nancy Amick, Senior Director of Family Dynamics and Education, Abbot Downing
  • Strategies for Dealing with Family Conflict:  Blair Trippe, Managing Partner, ContinuityFBC
 
12:30-2 p.m. Lunch and Keynote Conversation
Speaker:  Jean-Charles Boisset, President, Boisset Family Estates
Introduced by:  Caro U. Rock, Publisher, Family Business Magazine
 
2-2:15 p.m. Networking Break
 
2:15-3:30 p.m. Family Dynamics: “Active” and “Inactive” Shareholders
Several hot-button issues — such as compensation and information sharing — can cause conflict between family shareholders who work in the business and those who do not. What can a family do to prevent conflicts from occurring? What can the “insiders” do to ensure the needs of the “outsiders” are being appropriately met? 
 
Speakers: Greg Waggoner, Board Member, Leupold & Stevens Inc.; Jerry Fat, President/CEO, Frank Fat Properties, Fat City Inc., Frank Fat Inc.; Stacy Mello, Senior Director, Planning and Communication, A. Duda & Sons Inc.
Moderator:  Scott Winget, Senior Managing Director, Center for Wealth Impact, Ascent Private Capital Management
 
3:30-4 p.m. Family Conversation
Speakers:  Henry W. Bloch, Co-Founder and Honorary Chairman, H&R Block Inc., Elizabeth Bloch-Uhlmann, Board Member, Marion and Henry Bloch Foundation
Moderator: Robert H. Rock, Chairman, MLR Holdings LLC
 
4-5 p.m. Concurrent Sessions
Generation 1 & 2 families: Joshua Nacht, The Family Business Consulting Group
Generation 3 families: Nancy Drozdow and Debbie Bing, CFAR 
Generation 4-plus families: Andrew Pitcairn, Family Council Chair
 
6-9 p.m. Family Dinner
The Wrigley Mansion, 2501E. Telawa Trail, Phoenix, AZ 85016
 
Friday, November 11
 
7:30-8:30 a.m. Breakfast
 
8:35-9:35 a.m. Expert Briefings
Repeats sessions from Thursday
 
9:35-10 a.m. Networking Break
 
10-11:15 a.m. Reigniting Entrepreneurship in the Family Business
A business family must continually assess its business model to ensure it won’t be overtaken by changes in technology, in the competitive marketplace or in its customer base. How should a family balance loyalty to the founder and family tradition with the need to think entrepreneurially? What can be done to teach later-generation members about appropriate risk taking?
 
Speakers: Scott Tucker, Co-President, Maple Leaf Farms Inc.; Ryan Ellis, Board Member, Calkins Media
Moderator:  Nancy Amick, Senior Director f Family Dynamics and Education, Abbot Downing
 
11:15 a.m.-12 noon Keynote Interview
 
Speaker: Brian France, Chairman and CEO, NASCAR
Interviewed by: Peter Begallas, Conference and Education Director, Family Business Magazine
 
12 noon-1:15 p.m. Lunch

About Conference

Transitions West 2016 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

Registration is now closed for Transitions West 2016.

Who Should Attend

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

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

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

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

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

Registration

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

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

Propose a Topic or Speaker

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

Advisers and Sponsors

If your company provides services to family businesses, please considering sponsoring the conference.  Access to Transitions conference attendees—by attending the conference, a tabletop exhibit and/or by participating as a moderator/panelist is only available to conference sponsors.   Alternatively, if you are an adviser to family businesses, you may register to attend the conference with a family member for a business you advise. Contact Scott Chase at (301) 879-1613, or email scottchase@verizon.net

Student Registration

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

What Attendees Say About Transitions

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

"This is the most rewarding conference I've ever attended.  Everyone has been so candid, genuine and open,  Love that the tone is showing and not telling people what to do."

"I think this was the best run conference that I have ever attended.  So much value.  We will be back."

"Oftentimes I'm excited to go to a conference and then it's unmemorable.  This conference was well-planned, extremely relevant, extremely relevant, unpretentious...and we had a good time."

"Great interaction and sharing.  Brilliant!"

"Transitions is a great mix of information, networking with others in similar situations, and 'best practcice' for future planning."

"This is my sixth transitions and I continue to learn priceless information and make valuable connections with other families."

"Very insightful conference, so many notes I can take back and implement ideas.  Great validation of what we are doing right and where we need to improve."

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

"I was hoping to get the family to raise questions and their awareness. I did not expect to actually walk away with a healthy to do list--things we need to change or do.  Thank you!"

"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."

"My goal was to raise awareness within the family of how we could bring governance to the business to make it stronger. I had been receiving resistance to the idea and the family left inspired to start a more formal family council structure and create mission and values statements. Goal accomplished!" 

"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."

"I always take a number of practical ideas home with me--well worth the cost!"

"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."

Confirmed Speakers

John Solheim

Chairman and CEO, PING

John Solheim, Chairman and CEO of PING, began making putters with his father, Karsten Solheim, in their family's garage as a 13-year-old. As interest in PING golf clubs grew, Karsten focused on innovation, while John, still a high school student, took responsibility for production, from raw castings to finished clubs, of the now highly-prized PING Scottsdale Anser putters,. When the company's international reputation flourished, John became primarily involved with product design--a continuing passion--manufacturing processes, and the organization's relationships with the USGA, the R&A and the PGA Tour.  In 1995, John, having been executive vice president for many years alongside his brothers, took the reins of what has always been a family business.  John's mother and brothers continue to serve on the board of directors. Now, five of Karsten and Louise's grandchildren, including John's three sons, have taken on executive responsibilities.  Eleven additional members of the extended family are counted among employees of a firm that spans the globe. 
 
Like his father before him, John is an inventor, innovator and forward thinker.  With more than 170 US patents to his name, he has influenced the design of golf clubs and bags across the industry.  Keenly interested in developing a world-class engineering and manufacturing company, John brought technology to the company regularly used by the world’s foremost engineering companies and some rarely found outside the aerospace and ballistics industries. Through his leadership, PING became the first golf club manufacturer to be ISO certified. 
 
John’s leadership extends beyond the company.  PING is a founding member of the United States Golf Manufacturers Council, which, among other activities, works worldwide with governmental agencies on international trade matters and communicates with golf’s ruling bodies on industry issues.  John received the Digger Smith award from the American Junior Golf Association, in part for his sponsorship of junior tournaments and for creating the PING Junior Solheim Cup, which is modeled after the Solheim Cup founded by his parents.  PING for many years has worked on adaptive fitting for the physically handicapped; John has integrated this into the physical rehabilitation of wounded soldiers.  In 2012 John teamed up with Bubba Watson to provide funding for an innovative lab at the Phoenix Children’s Hospital, benefitting children with mobility conditions.  John was presented with the Lifetime Achievement Award at the 2015 HSBC Golf Business Forum, held in Shanghai, China.  John also serves on the Board of Trustees of LeTourneau University. 
 
John and his wife, Sunny, each have three children and John has nine grandchildren.  Beyond golf, John’s hobbies include bicycling, woodworking and fast cars.

Dan Hatzenbuehler

Retired Chairman and CEO, E. Ritter & Company

Daniel B. (Dan) Hatzenbuehler is the recently retired Chairman and CEO of E. Ritter & Company, a fifth generation Arkansas family business.  Through its corporate subsidiaries, E. Ritter is engaged in agribusiness and rural communications, operating throughout northeast and north central Arkansas and west Tennessee.  Dan continues to work with the family and E. Ritter on family governance matters.  Prior to joining E. Ritter in 1998, he was a partner with Baker Donelson Bearman Caldwell & Berkowitz, Memphis, Tennessee, concentrating in securities and mergers and acquisitions.

Don Freeman

Chairman, Freeman

While other young college students at the University of Iowa were discovering chemistry and calculus, Freeman's founder Donald S. "Buck" Freeman was discovering his passion for party decorating, while pledging for a national fraternity. He turned this passion into a lifelong trade that began in 1923 with the opening of the New Idea Service Company. Then in 1927, Buck established the first Freeman Decorating Company office in Des Moines, Iowa. More than 86 years later, with that same sense of passion, Freeman has expanded into a world-class provider of integrated services for face-to-face marketing.

With approximately $1.7 billion in FY2013 revenues, family- and employee-owned Freeman services 57% of the 250 largest tradeshows in the U.S. (TSNN, 2012), is ranked 14th in Dallas' Top 50 Private Companies (Dallas Business Journal, 2012) and employs more than 4,500 full-time and 30,000 part-time associates.

Donald S. (Don) Freeman, Jr. is chairman of Freeman. Don graduated from the U.S. Naval Academy in 1960 and served in the U.S. Navy Supply Corps. In 1964, he joined the family business founded by his father, Buck Freeman. Named executive vice president in 1968, Don served in several branch locations before moving to Dallas, where the company's headquarters was relocated in 1974. Don became president of Freeman in 1972, and was named chairman and CEO in 1977.

Don has served as an officer or director of numerous convention industry associations, including the Exhibit Designers and Producers Association, the International Association for Exhibition Management (IAEM) and the Professional Convention Management Association (PCMA), among others. He is the past chair of the Center for Exhibition Industry Research (CEIR).

Recognized as one of the industry's most decorated leaders, Don has received numerous awards and honors for his many contributions. He is a member of the Convention Industry Council's Hall of Leaders and the U.S. Travel Hall of Leaders. Don has received the IAEM Distinguished Service Award, the Trade Show Exhibitors Association Distinguished Service Award and the Spirit of Hospitality Award from Destination Marketing Association International. In 2011, Don was awarded the PCMA Lifetime Achievement Award. In 2013, Ernst & Young jointly awarded Don their Entrepreneur Of The Year Award for the Southwest Area North region along with Carrie Freeman Parsons, vice chairman and Joe Popolo, CEO.

Greg Waggoner

Board Member, Leupold & Stevens Inc.

Greg Waggoner is currently serving on the Leupold & Stevens Inc. board of directors. Greg has worked in the family business for close to 22 years, starting in the machine shop and working his way up through various leadership positions. As a fourth-generation owner, Greg has been involved in several transitions of the family business. The challenge continues on how to keep the growing ownership of over 50 shareholders engaged and aligned. Greg is involved with developing family infrastructure charters, the family council, the family foundation and a Leupold and Stevens PAC. He graduated from Oregon State University with degrees in business and graphic design and worked in advertising, graphic design and exhibit design prior to joining the family business. He served on Oregon State University’s Austin Family Business Program advisory board and the board of directors for Jose Zayas Evangelism International. He is past chairman of Leupold & Stevens Family Council, current treasurer/trustee of Leupold & Stevens Foundation and treasurer of Lake Oswego High School’s Boys Lacrosse club. Greg enjoys skiing, road and mountain biking and trying to keep up with his teenage boys.
 
Leupold & Stevens, Inc. is a family-owned, fifth-generation company that has been designing, machining, and assembling precision optical instruments and other products for over 100 years. Founded in 1907, Leupold & Stevens, Inc. success has been built  on a commitment to its customers’ absolute satisfaction and  to building the best optics for hunters, wildlife observers, and the military and law enforcement communities. Products include riflescopes, binoculars, spotting scopes, rangefinders and mounting systems. Manufacturing and assembly operations are located in Beaverton, Oregon.  

Steve Titus

Family Council Member, Lyles Family Enterprise

Steve Titus is the first married-in member of the Lyles Family Council, and has helped develop the family's communications platform. Steve currently works with Doug Wetton Properties Inc. and Doug Wetton Investments raising capital for multifamily real estate opportunities in Southern California. Steve also helped build successful real estate brokerages with Hamilton Realty Services and DOMA Properties. Prior to that, Steve owned a custom retail interiors and display design/manufacturing business and successfully sold it after 12 years to launch into real estate. An avid real estate investor, he has owned many properties, both residential and income, throughout Southern California. Steve received his bachelor’s degree in business/economics in 1991 from the University of California at Santa Barbara. Steve enjoys traveling around the world with his wife, Jen, and infant daughter, Isabella, surfing and outdoor activities.

Jerry Fat

President/CEO, Frank Fat Properties, Fat City Inc., Frank Fat Inc.
Jerry is the youngest son of the late Frank S. Fat and has been involved in the family business since 13 years of age, working in all phases of the restaurant from dishwasher to his current position.
 
Jerry obtained his Bachelor’s degree in computer science from UC Berkeley and also received a Master’s Degree in Hotel and Restaurant Administration from Cornell University.  After graduation from Cal, he returned to Sacramento and began working on building up the family business that started with just Frank Fat’s restaurant which just celebrated its 77th anniversary since opening in 1939.  Jerry’s current responsibilities is to oversee all aspects of the entire Fat family businesses which includes restaurants and real estate.  The family operates 4 full service restaurants; Frank Fat’s on L st, Fat City in Old Sacramento, and  two Fat’s Asia Bistro one located in Roseville and the other in Folsom.  The company now has close to 300 employees
 
Jerry has been married to his wife, Perla, for 39 years and has two daughters. He has been involved with several community boards, organizations & events and is an avid golfer. 

Jamie Richardson

Vice President, Corporate Relations, White Castle

Jamie Richardson is an "Ultimate Craver" who took his love of White Castle hamburgers to its logical extreme, joining the White Castle home office team in 1998. Jamie serves as Vice President, Corporate Relations, responsible for government affairs, shareholder relations, public relations and community relations.

Family-owned White Castle is the oldest hamburger chain in the United States. Twelve members of the Ingram family, through the fourth generation, work for the 420-unit business.

Jamie's craving for White Castle was nurtured during time he spent working on the business as part of the J. Walter Thompson Detroit advertising agency team, where he also had assignments on a range of accounts like Domino's Pizza, Tenneco Automotive and Carhartt Outdoor Apparel. Jamie presently serves on the board of trustees for the American Red Cross of Greater Columbus, the Conway Family Business Center, the Kiwanis Club of Columbus, the National Council of Chain Restaurants, the Ohio Restaurant Association, the YMCA - Central Ohio and Siena Heights University. Jamie also volunteers time at St. Vincent's Catholic Church in Mount Vernon as part of the Parish Finance Committee and as Pack Leader for Cub Scouts Pack 332. He is a graduate of Siena Heights University where he majored in business administration, and Ohio Dominican University where he earned his MBA degree. Jamie and his wife Kate live in Mount Vernon, Ohio and have five children, Brendan, Chloe, Mary Grace, Maggie and Finn.

Jean-Charles Boisset

President, Boisset Family Estates

Jean-Charles Boisset was born into the world of wine in the village of Vougeot, Burgundy, France. His lifelong passion for wine began as a child, growing up above the cellars and within view of the centuries-old vineyards of Château du Clos Vougeot, the epicenter and birthplace of Pinot Noir and Chardonnay.
 
His parents, Jean-Claude and Claudine, founded the family winery in 1961 with an innovative and entrepreneurial spirit in one of the most traditional winegrowing regions in the world.  Today, the family collection includes wineries that share more than 18 centuries of combined winemaking heritage and tradition in some of the world’s most prestigious terroirs, from Burgundy to the South of France, to California’s Napa Valley and Russian River Valley.
 
Jean-Charles leads the family firm with passionate commitment to fine wine, history, quality and a deep respect for the environment.  He implemented organic and Biodynamic farming at all of the family’s estate vineyards in Burgundy and California.  Together with his sister Nathalie, he created Domaine de la Vougeraie, uniting the family’s Burgundy vineyards, including prestigious monopoles such as the Vougeot 1er Cru Clos Blanc de Vougeot – planted in 1110 by the Cistercian monks, into one of Burgundy’s leading domaines. He instituted the concept of "viniculteur", redefining the company’s traditional role to encompass a close and active interest in all aspects of winegrowing to ensure premium quality and sustainable farming practices. He refashioned and elevated the family’s founding winery bearing his father’s name – Jean-Claude Boisset – into a premier boutique vigneron in the Cotes de Nuits.  
 
In 2003 Jean-Charles brought DeLoach Vineyards, a pioneering producer of Pinot Noir, Chardonnay and Zinfandel in Sonoma’s Russian River Valley, into the family collection.  He immediately recognized the similarities to Burgundy: each boast a confluence of river, mountains, and soil that is perfect for growing world-class Pinot Noir.  He began a mission, inspired by his Burgundian heritage to produce terroir-driven wines with the same commitment to terroir and organic and Biodynamic farming he had instituted in Burgundy. In 2009 Jean-Charles’ quest for California wineries with a sense of history, heritage and a pioneering spirit, led him to Raymond Vineyards in the Napa Valley, where five generations of family winemaking anchors it to the earliest days of the Napa Valley.  Under his vision, Raymond has become a leading producer of luxury fine wines, implemented organic and Biodynamic farming on its 100 acre Rutherford estate, and become among the most dynamic winery destinations in California, earning “Winery of the Year” honors from Wine Enthusiast magazine.  In 2011, Jean-Charles’ dream of championing California wine history became a reality when Buena Vista Winery, California’s first premium winery, founded in 1857,  became a part of the Boisset Collection. From this great foundation of historical, pioneering wineries in France and California, Jean-Charles’ sets forth a vision of the wine world centered on family, passion, history, innovation, a commitment to fine wines, and a dedication to sustainable winegrowing. 
 
Decanter magazine has included him on its “Power List” of the fifty most important people in the wine world each year of its publication since 2007; in March 2008, he received the Meininger’s International Wine Entrepreneur of the Year; and in December 2008, he was named “Innovator of the Year” by Wine Enthusiast Magazine. The French America Foundation awarded him their first-ever French-American Partnership Award in 2013, bestowed upon an extraordinary individual or organization that has contributed to creating a strong and enduring French-American partnership in business, government, or academia. Haute Living Magazine named him to the Haute List San Francisco, recognizing the 100 most influential people in the San Francisco Bay Area. JFK University in Concord, CA named he and his wife, Gina Gallo-Boisset, their 2014 "Entrepreneur's of the Year" in an awards ceremony on May 16, 2014.  He was honored with the 2014 Jefferson Award by the Pennsylvania Academy of Fine Arts, which celebrates the museum’s historical connection with Thomas Jefferson and his renowned love of fine wine.

Elizabeth Bloch-Uhlmann

Board Member, Marion and Henry Bloch Foundation

Elizabeth Bloch Uhlmann, daughter of Henry Wollman Bloch, founder of H&R Block, is a native of Kansas City, Missouri.  She attended University of Texas and graduated University of Missouri at Kansas City.  Liz, one of the four children of Marion and Henry Bloch, has been very active in the volunteer community in Kansas City, particularly with children’s causes and education. 
 
While Liz was not directly involved with the family business, H&R Bloch, she grew up hearing about the company and was present at numerous events and functions throughout the past 40 years. Liz currently is a member of the Marion and Henry Bloch Family Foundation Board which was designed to support causes personally important to her parents, Henry and the late Marion Bloch, as well as to improving the lives of Kansas City’s underserved, low income individuals. 
 
Liz is also a member of the board of trustees of the Nelson-Atkins Museum of Art, and is a former board or committee member of The Children’s Place, Stop Violence Coalition, Hear My Voice, The Children’s Spot, and the Children’s Center for the Visually Impaired.   Liz and her husband, Paul Uhlmann III (brother of Caro Uhlmann Rock, Publisher of Family Business Magazine), have three grown children, and three grandchildren, all of whom live in Kansas City. 

Stacy Mello

Senior Director, Planning and Communication, A. Duda & Sons, Inc.
Stacy Mello is Senior Director of Planning and Communication for DUDA, a diversified land company, headquartered in Oviedo, Florida, with agricultural and real estate operations. As a fourth generation member of the Duda family, Mello began her 20-year career in 1996 as a marketing manager in her family’s sod business. Her talents shifted in 2004 to support the corporate strategic planning area.  In her current role, Mello is part of DUDA’s senior management team and works closely with the executive team and various governance leaders.
 
In addition to her employment at DUDA, Mello has served on the Duda Family Council since its inception in 2004.  For the past three years she has served as Council Chairman leading Council efforts to connect members of the Duda family to one another and to the business they own together.
 
2016 marks DUDA’s 90th anniversary as a family-owned business. In 2010, DUDA had the good fortune to successfully transition company leadership from the third to the fourth generation. The Duda family is made up of 200 family members and ownership of the business is shared between 100+ minority shareholders and includes family members from the third, fourth and fifth generations. 

Martha C. Huber

Former Director, J.M. Huber Company

Martha Huber served on the board of J. M. Huber Corporation (Huber), a $2 billion industrial company entering its sixth generation of family ownership, for twenty years. During this period, Huber, its board, and family governance went through significant transformation while remaining true to fundamental Huber family principles.
 
Through divestitures, acquisitions and internal growth, Huber evolved from a primarily domestic commodity producer of inorganic chemicals and natural resources to a global, specialty engineered materials portfolio company.  Huber also transitioned from a family run company with a board of family directors to a professionally managed company and a board comprised by design of a majority of independent directors. The Huber family navigated a generational transition and also developed a formalized family governance structure to assure appropriate communication and connection between the family and the company.  The Huber portfolio today consists of Huber Engineered Woods (building products), Huber Engineered Materials (specialty chemicals), and C.P. Kelco (specialty hydrocolloids).  In 2013, Huber received the IMD Lombard-Odier Global Family Business Award for excellence in family business and governance.
 
 Martha was one of the first fourth generation family members elected to the Huber board.  During her tenure on the board, she served on every committee including Corporate Governance & Nominating, Environmental Health & Safety, Executive, Management & Compensation, Finance, and Audit.  She chaired the Audit Committee from 2008 through 2013.  Although private, Huber holds itself to public company standards.  She chaired the Finance Committee from 2008 through 2010.  Huber first entered the credit markets in the late 1990’s and has built a capital structure to support its strategic growth plans.  Martha served on the Management & Compensation Committee when it led the CEO succession process on behalf of the board, resulting in the appointment of Huber’s current CEO & President in 2009.  Martha also served on the board of Huber’s regulated Irish finance subsidiary.  In 2013, Huber having weathered the financial crisis which began in 2008, and successfully transitioned to non-family board co-chairs and to a non-family CEO & President, Martha left the Huber board, having served for a period roughly double the tenure guideline.  She is proud to have been an integral part of the team guiding Huber’s progress through this period, reshaping Huber for long term profitable growth for future generations.
 
Martha has also been active in Huber family governance.  She continues to mentor many family members.  She currently serves on the family Nominating and Evaluation Committee.  She is also serving on the Owner’s Room Task Force which is assessing the effectiveness of current family governance for Huber shareholders.  She previously served on several task forces which have shaped governance for both Huber and the Huber family. She served on the Family Employment Committee, a board and family working group, which reviewed family employment policies and practices for Huber.  She also served on the board of HFO Services, the Huber family office, for eight years.
 
Martha worked for the Rockefeller Group (RGI) from 1984 through 1995.  When she joined RGI, it was a real estate and real estate development company owned in trust by the Rockefeller family.  RGI’s strategic goals were to diversify and to provide liquidity to its shareholders.  Martha’s initial responsibilities in Treasury included development of financial plan models and investment analysis.  
 
In 1985, she joined Corporate Planning and Development with responsibility for identifying industries for diversification, direction of acquisition teams, development of recapitalization alternatives and divestitures.  She also directed strategic planning for RGI and its operating subsidiaries, Rockefeller Group Management Company, Rockefeller Group Development Company, Rockefeller Group Telecommunications Services, Cushman & Wakefield, and Radio City Music Hall.
 
In 1987, after a change in its strategic goals, the Rockefeller Group established a leveraged buyout fund, Rock Capital Partners, to pursue higher risk equity investments.  Martha was involved in all aspects of Rock Capital Partners from its inception including seeking limited partners and analysis and execution of acquisitions.  Martha worked closely with the portfolio companies providing support in strategic planning, evaluation and recruitment of management, cash management, refinancings and divestitures.
 
In 1989, Martha assumed responsibility for maximizing the recovery value of an RGI portfolio of debt investments in unaffiliated companies.  Many of these debt investments resulted from bridge loan financings and required significant restructuring.  Martha continued to work with the equity portfolio companies as well.  Martha enjoyed the diverse range of companies and people she worked with at RGI including Drake Bakeries (snack cakes); Outlet Communications (television and radio broadcasting); Best Products (catalog showroom retailer); Appletree Markets (grocery stores); HCA (hospitals); and Unimast (construction metals manufacturer). She served on the boards of Appletree Markets and of Unimast.
 
Prior to joining RGI, Martha worked for Coopers & Lybrand as a staff accountant in audit from 1982 until 1984.
 
Martha was born in western Massachusetts.  She received her AB from Barnard College in 1978.  She then worked as a research associate in a biochemistry lab at Rockefeller University before deciding to pursue a business career.  She returned to Columbia and received an MBA with concentrations in finance and accounting from Columbia Business School in 1982. Martha and her husband, Michael, live in New York City.  They have two children, Jacob, age 23 and Isabella, age 20. 

Brian France

Chairman and CEO, NASCAR

Brian France assumed his position as Chairman and CEO of NASCAR in 2003 from his father, William C. France. The grandson of NASCAR’s founder, William H.G. France, he has continued the family legacy and firmly positioned NASCAR among the most successful sports and entertainment properties in the world. 
 
France’s accomplishments have led to dramatic geographic expansion, financial growth and the safest and most competitive era of racing in NASCAR’s history. 
 
Among his achievements, France implemented the Chase format – the first elimination style playoff format in motorsports; negotiated 10-year deals with FOX and NBC – the largest in NASCAR history; secured more FORTUNE 500 partnerships than any other sports league; and most recently announced a historic Charter agreement to provide NASCAR owners with financial stability and the ability to build long-term enterprise value for the first time.  
 
France and his wife, Amy France, launched a philanthropic organization, the Luke and Meadow Foundation, and they have been honored for driving progress on issues that threaten the health and wellness of children. 

Henry W. Bloch

Co-founder and Honorary Chairman, H&R Block, Inc.

Henry W. Bloch is co-founder and honorary chairman of the board of H&R Block, Inc. The company grew from a single location in Kansas City in 1955 to eventually become the largest tax preparation service in the world with over 10,000 locations and nearly 100,000 associates. Over the years, H&R Block has prepared over 650 million tax returns.
 
He and his late wife, Marion, established the Marion and Henry Bloch Family Foundation in 2011. Striving to build on their vision and values to improve the quality of life in their hometown, the Foundation supports efforts in the areas of post-secondary business and entrepreneurship education, healthcare, social services, education for low-income, underserved youth, visual and performing arts, and Jewish organizations. Mr. Bloch has served the community for many years in other capacities, including as a director of the Greater Kansas City Community Foundation, Saint Luke's Foundation, and The Nelson-Atkins Museum of Art. 
 
As a first lieutenant and navigator on a B-17 Flying Fortress with the 8th Air Force, U. S. Army Air Corps, he flew 31 combat missions during WWII and was awarded the Air Medal with three Oak Leaf Clusters. After the war, Mr. Bloch attended the University of Michigan, from which he graduated with a degree in mathematics. He has received honorary doctorate degrees from Avila College, New Hampshire College, University of Missouri-Kansas City, Missouri, William Jewell College, Kansas City Art Institute, University of Michigan, and Washington University.

Christin Cardone McClave

Chief People Officer and Board Member, Cardone Industries

 

Christin is a 3rd generation owner of the Cardone family business, Cardone Industries. She currently holds the position of Chief People Officer, with global responsibility for Human Resources, Internal Communication and Employee Branding. Cardone is the largest, privately-held auto parts remanufacturer in the world and employs 5500 employees worldwide. Christin leads the family strategy for their business, family governance, and also sits on the company’s board of directors. Christin was an integral part in bringing her family’s 1st non-family CEO on board in 2012 to assist her father’s move to the chairmanship. Christin has been a member of the CARDONE board of directors since 2012.
 
Prior to joining Cardone full-time, Christin received her Co-Active coaching certification from the Coaches Training Institute (CTI) and holds her accreditation with the International Coach Federation (ICF).  Prior to joining CARDONE full-time, she coached individuals and family teams in business together to strengthen relationships and businesses through sustainable leadership practices.  
 
Christin’s foundational leadership experience came from her background at Johnson & Johnson, a Fortune 50 company, spanning IT, Process Reengineering, Digital Marketing, eCommerce and internet start-up work, as well as Market Research for Consumer Products and Pharmaceutical M&A Teams. Christin was mentored through the J&J IT Leadership initiative, as well as various Women’s Leadership training opportunities. 
 
Christin graduated from the University of Alabama with a degree in International Business, and a minor in Italian. She and her husband, Dan, moved to Brussels, Belgium for a family business acquisition. While Dan developed the European operations of Cardone, she received her M.S.M from Boston University’s International Masters’ Program. They resided in Belgium for almost 6 years and had 2 children while there. 
 
Christin sits on the board of World Vision USA, one of the largest non-profit organizations, a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the root causes of poverty and injustice. She serves on the “Strong Women, Strong World” advisory council for WV and is passionate about educating women & girls.  She also serves as a mentor for the PRAXIS Labs social entrepreneurship accelerator program. 
 
Christin and her husband, Dan, have 3 boys, ages 8, 12, and 14. They live in suburban Philadelphia. Dan and Christin are “Spousepreneurs”—a couple with multiple businesses between the two of them, and always dreaming up new ventures. They currently own a healthy vending machine franchise together. They support Ed Snider Youth Hockey Foundation, Salvation Army Philadelphia, and a variety of other local Philadelphia-based organizations through the CARDONE Family Foundation, where she also serves on the board. 

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.

Scott Tucker

Co-President, Maple Leaf Farms Inc.

While growing up, Scott Tucker worked at Maple Leaf Farms, the family-owned duck business started by his grandfather in 1958, doing numerous tasks around the company. These early experiences with the company fueled his interest in becoming part of his family’s business. Today, he serves as co-president of Maple Leaf Farms.
 
Maple Leaf Farms, Inc. is North America's leading producer of quality duck products, supplying retail and foodservice markets throughout the world with innovative, value-added foods. The company also produces a line of chicken strips, nuggets and gourmet entrees. Founded in 1958, Maple Leaf Farms is a fourth-generation, family-owned company that also markets innovative natural health products and services through its MLF Biotech division and an integrated duck production system, INDUX, through its international division. The company currently employs 1,000 people at operations in Indiana, Wisconsin, California and Michigan, and in China.
 
After earning his B.S. in management from Purdue University in 1986, Scott returned to Maple Leaf Farms to serve as Northeast Region foodservice sales manager. In the following years, he worked in a number of management positions, including customer service manager, corporate distribution manager, assistant vice president of operations and vice president of marketing and communications.  His work in these areas provided him with a broad perspective on the company's operations and an appreciation for the many challenges facing his family's growing business.
 
To gain a broader perspective on managing these business challenges, Scott decided to leave the company in 1999 to pursue a master of business administration degree at the University of Wisconsin-Madison. Upon graduating from this program, he returned to Maple Leaf Farms to serve as one of its co-presidents, along with his brother John. With this unique leadership structure, he oversees the company's live production, finance, operations and quality functions, while John oversees the areas of information systems, human resources, and sales and marketing. 
 
Through the Tucker Family Council, Scott and his family have created a corporate culture that recognizes and even emphasizes the importance that values -- friends, family, fun, fulfillment, financial security and, of course, food -- play in a positive work environment.  The Tucker family firmly believes that these serve as the foundation for the company’s success.
 
Scott is a past graduate of the Kosciusko Leadership Academy and the Indiana Agricultural Leadership Program. Currently, he serves on the board of directors for Maple Leaf Farms, Inc., Eurasia Feather Inc., Down Inc., K21 Health Foundation and the Indiana State Poultry Association.  

William D. Carriere

President and CEO, Carriere Family Farms

Bill Carriere is the current President and CEO of Carriere Family Farms and has held a variety of jobs and worked in many areas of the company during his 29 year career.  Bill also serves on the Board of Directors with 5 of his cousins who all work in the business.  Bill is active in the industry and community serving on the California Walnut Board, Glenn County Planning Commission, Family Business Association of California, and is member of the Enloe Medical Center Board of Trustees.  He earned his B.S. from U.C. Davis and is a graduate of the California Ag Leadership Program.

Carriere Family Farms, Inc. is a family owned and operated company founded in 1890.  Carriere Family Farms grows Walnuts, Almonds, Rice and Olives in the Northern Sacramento Valley of California.  In addition to the farming operations, Carriere Family Farms also processes, markets and sells shelled and in-shell walnuts from their own farm as well as from roughly 80 outside local growers, to markets in over 25 countries around the world.  There are currently 10 family members included in the 95 employees of the company.  The business is currently managed by a family Board of Directors and an advisory Family Council.  

Sheldon G. Wittwer

Chairman of the Board, Wittwer Hospitality

Sheldon G. Wittwer is currently serving as Chairman of the Board for Wittwer Inc. and Wittwer Hospitality. He has served his community as a board member of the Santa Clara, Utah Economic Development Council, and a member of the national advisory council for Dixie State College, located in St. George, UT. He also has served as a volunteer for Boy Scouts of America as a scoutmaster and other roles, including adult staff member for Timberline Youth Leadership Training. His service for his church (The Church of Jesus Christ of Latter Day Saints) include two years as a full-time missionary in New Zealand and a bishop for five years. His formal education includes an associate degree from Dixie Junior College and a bachelor's degree in business management with an emphasis in finance from Brigham Young University. Sheldon is married to Karma Jean Barton. They are blessed with not only six wonderful children but also three sons-in-law and two daughters-in-law and 13 grandchildren. Some of his hobbies are spending time in the outdoors hunting, fishing and farming, including a fruit orchard, growing alfalfa and helping Karma with her vegetable garden. 

The Wittwer family owns and operates Boulevard Home Furnishings, the Abbey Inn Hotel Group and other real estate holdings. Boulevard Home Furnishings operates four retail furniture stores and a consumer lending business in Utah and Nevada. It began in 1974 with a very small showroom and a handful of employees. The Abbey Inn Hotel Group owns and operates hotels in the Southern Utah area and was the beginning of the Wittwer businesses in the 1950s. The company was founded by Lester Wittwer, who “required” all four of his sons (second generation) to work for him once they finished their college degrees. Each of his four sons received equal ownership in the Wittwer companies and each of them has children who have been gifted shares in the business for tax purposes. The 24 members of the third generation (ages ranging from 20-43) each have essentially “equal ownership” in the business. About a third of them work in the business full-time.

 

Ryan Ellis

Board Member, Calkins Media

Ryan Ellis is a fourth generation member of the Calkins Family, owners of Calkins Media, which has interests in media, digital technology and real estate.   Ryan serves on two of the company’s Boards, providing strategic oversight to those organizations.
 
He recently joined Poka, Inc. a Canadian company specializing in effective technology solutions for large manufacturers whose founder was inspired by his own family business, Leclerc Foods.  In his new role he is responsible for the company’s expansion into the U.S. market.
 
Prior to joining Poka, Ryan worked for three years at Revlyst, a consulting firm that matched legacy media companies with startups looking to enter that industry.  In that role he served as the Head of Startup Partnerships.
 
Ryan has embraced the entrepreneurial spirit of the Calkins family.  A passionate sports fan, he launched a website, the Sports Nomad (thesportsnomad.com), focused on the origin and traditions of sporting rivalries by highlighting fan cultures from around the world.  His current projects include the development of a show for Calkins Media covering the Philadelphia Union, the region’s Major League Soccer franchise. 
 
He received his undergraduate degree in History and International Communications from Franklin University Switzerland and a Masters Degree from the Hult International Business School.

Katie Sproul

Co-President, Barron Collier Companies

Katie Sproul plays a dual leadership role as co-president of the Barron Collier Companies and CEO of Halstatt LLC, both of which are built upon the legacy of Barron Gift Collier Sr., one of the founding fathers of Collier County, Naples, FL. As co-president, Katie oversees the agricultural operations and large real estate projects such as Mercato, recently sold to Prudential Real Estate Investors. She was integral in the design, facilitation and implementation of a new governance structure, including the addition of independent outside board directors and a major update to the corporate operating agreements, ensuring sustainability into future generations.
 
Halstatt LLC is the operational and investment arm of the Sproul family. Halstatt is rooted in the acquisition, development and disposition of large real estate assets, primarily Grey Oaks, a master planned golf course community, and LaPlaya Beach and Golf Resort and Club, a luxury beach front resort and beach and golf club, recently sold to Pebblebrook Hotel Trust. In 2011, Halstatt leveraged this heritage expertise and founded Halstatt Real Estate Partners, raising over $220 million in capital in two opportunistic focused real estate funds of which Katie is a principal. She oversees Halstatt’s investment portfolio and private equity investments, both direct and indirect. Prior to leading Halstatt and to joining the Barron Collier Companies over 16 years ago, Katie served as an executive with New York financial institutions, including Chase Manhattan Bank and Citibank.
 
Katie is an active member of the community and a strong believer in giving back. She is chair of the Leadership Collier Foundation, a director of Audubon of Florida, a member of the Florida Land Council, and advisory board member of the University of Florida’s Bergstrom Center for Real Estate Studies. She is past chair of the Greater Naples Chamber of Commerce, past board member of the Florida Chamber of Commerce, past board member of Leadership Florida, and past director and chair of the Junior Achievement Hall of Fame. Katie was the recipient of Hodges University Humanitarian of the Year Award. Katie earned an MBA from the Yale School of Management and holds a B.A. in psychology from Cornell University. She lives in Naples, FL, with her husband and two sons.

Sam Agnew

Director and Family Council Chair, The Agnew Company

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

Conference Location

The Pointe Hilton Tapatio Cliffs Resort in Phoenix, Arizona creates a truly extraordinary escape from the ordinary.  This property has received the distinctive AAA Four-Diamond Award and guests can expect an experience made special through quality accommodations and superior service that is consistent to the Hilton Hotels and Resorts throughout the world. Nestled into the rugged terrain of the North Mountains and about 20 minutes from the Phoenix Sky Harbor International Airport, Pointe Hilton Tapatio Cliffs Resort hotel in Phoenix is a 584 all-suite resort property offering luxurious services and activities. The accommodations are spacious two-room suites with one king bed or two queens and promise a relaxing visit to the Valley of the Sun. Each suite offers the Hilton Serenity Bed & Bath collection, as well as high-tech and high-touch guestroom features including the Hilton Alarm Clock Radio with MP3 capabilities. This mountainside Phoenix, AZ hotel is home to The Falls Water Village, the perfect family fun center with three-acre oasis of swimming pools, waterfalls, a 138-foot waterslide, 23 private cabanas and two hot plunge spas.  Many other recreational opportunities await you at the Pointe Hilton Tapatio Cliffs Resort that includes an 18-hole championship golf course, Lookout Mountain Golf Club, home of The Hilton Golf Academy; full-service Tocaloma Spa & Salon; two lighted tennis courts; eight swimming pools; Precor workout centre, sauna, hiking, and much more...and is close to many local attractions.  
Hotel Reservations
A limited number of rooms are available at the reduced Family Business magazine rate of $199 single or double occupancy, plus 12.57% hotel occupancy tax.  Rooms at these special rates are available on a first-come, first-serve basis and reservations may be made by calling the reservations at 1-800-445-8667 and requesting the Family Business magazine Transitions West Conference rate before Tuesday, October 18.  After this date, rooms will be available at the prevailing hotel rate.  If you are planning to extend your stay in Phoenix beyond the conference dates, please note the group rate may be available three days before and after the summit dates, based upon room availability at the hotel.
 
Optional Resort Fee
A nightly resort charge of $24 per day will be offered to you as an option to purchase at check in. The resort charge amenities include: unlimited top tier high-speed internet for up to two devices, unlimited local and 1-800 phone calls, complimentary valet parking, Tennis court time for two guests for up to one hour, driving range privileges for two guests for up to one hour, 10% discount on apparel in the Lobby Gift Shoppe, Golf Pro Shoppe or the Falls Water Village Shoppe, 20% discount on selected spa services at Tocaloma Spa & Salon, 50% Discount at the Lookout Mountain Golf Club practice tee, and admittance into the Falls Water Village for up to four guests. 
 
 
Transportation Between Hotel and Airport
Pointe Hilton Tapatio Cliffs Resort
11111 North 7th Street, Phoenix, Arizona 85020
Phone:  602-866-7500
 
The hotel is located approximately 18 miles from the Phoenix Sky Harbor International Airport (PHX).
For transportation between the airport and the hotel, please visit here.
 
The hotel does not provide shuttle service between the hotel and the airport.
 
 

Register Today!

Registration Information

Registration is now closed for Transitions West 2016.

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

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

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

Standard Pricing 

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

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

All attendees will be verified prior to acceptance of registration. A family company's advisers may attend only if accompanied by one or more family company members. Other family company advisers may contact 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 10, breakfast and lunch on November 11, and a welcome reception with buffet dinner on November 9, as well as refreshment breaks.

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

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within ten business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.

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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 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 and publisher of Main Line Life, a weekly newspaper with 15,000 readers covering the western suburban communities of Philadelphia. She grew up in a family business that manufactured and sold flour under the labels Ceresota and Heckers Flour. The Uhlmann Company, formerly Standard Milling Company, also produced Wheatena and Maypo hot cereals, Patio Chef Charcoal and Just Add Water jelly mix. Today, her brother and his son-in-law are involved in the family business, which has ventured into additional related businesses.
 
Peter Begalla
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.