Transitions West 2018

The conference for family businesses by family businesses

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

Taking the Business From the Founder to the Future

 

Transitions West 2018 will address:

  • Pivotal Moments for the Family Business
  • Family:  More Complicated Than It Seems
  • Evolution of the Family Council
  • Making an Impact as a NextGen
  • Building the Family Legacy in a Disruptive World

Plus:
  • Starting Those Difficult Conversations
  • Shareholder Buyouts
  • Investing Outside the Family Business
  • Challenges of G4 and Beyond
 
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 800 articles.
 
 

Featured Speakers

Morrie Stevens Sr.

Chairman and CEO, Stevens Worldwide Van Lines

Allison Parks

Family Council Committee Chairman, Laird Norton

Peter Latta

Chairman & CEO, A. Duie Pyle

Christie Lloyd Ernst

Vice President of Property Management, Lloyd Companies

Katy Wilder Schaaf

Director of Development and Education, E. Ritter & Company

John R. Taylor III

Chairman of the Board, Olmsted-Kirk Paper Company

Alex Jackson Berkley

Assistant Sales Manager, Frieda's Specialty Produce

Chad Quist

Member, Vermeer Ownership Council
 

Kathy Munson

Family Council Chair, Crescent Electric Supply

Summer Worden

President, Port Blakely Companies Family Council

Maggie Bender-Johnson

President, Warren G. Bender Company

Campbell Brown

President and Managing Director, Old Forester, Brown-Forman

Ernie Patterson

VP, Director of Family Shareholder Relations, Brown-Forman

Kristin Anthony

Director of E-Commerce and Digital, Anthony’s Ladies Apparel

Nicole Vermeer

Chair, Gary Vermeer Family Council, Vermeer Corporation

Register Today!

Begin Your Registration By Clicking Here.

 

The cost to attend is listed below. Members of families who have previously attended a Transitions conference receive a 10% discount on their cost of attendance. Your registration also includes a one-year subscription to Family Business Magazine or a one-year extension to your current subscription.

 

Standard Pricing (after September 9, 2018)
$1875 - First attendee from your family company
$1375 - Each additional attendee (age 30 and above)
$1150 - Each additional Next Generation attendee (age 29 and below)
 
Early Registration Pricing (before September 9, 2018)
$1675 - First attendee from your family company
$1175 - Each additional attendee (age 30 and above)
$975 - Each additional Next Generation attendee (age 29 and below)
 

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.

 

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

 

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 the magazine's extensive online archive of articles. Registration fees do not include hotel or travel expenses.

 

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 8, breakfast and lunch on November 9, and a welcome reception with buffet dinner on November 7, as well as refreshment breaks.
 
Registration contact:
Justine Wood
Events Director
(703) 850-5497
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director, 13631 Maidstone Lane, Potomac, MD 20854, or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within 10 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 7

 
2:30-6:30 p.m. Registration Open
 
3:30-4:30 p.m. Family Business Basics and Family Governance Best Practices
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. A special section has been added on private company governance/board best practices. The session will also offer tips on how to get the most out of the conference experience. 
 
Speakers:  Nicole Vermeer, Chair, Gary Vermeer Family Council, Vermeer Corporation; Peter Begalla, Chairman, Transitions West 2018
 
4:30-5 p.m. Networking Break
 
5-6 p.m. Pivotal Moments for the Family Business
Many families can cite a single occurrence in their family or business that sparked the realization that, in order to achieve a smooth transition to future generations, they needed to transform their family governance through structure and processes. Panelists will discuss such pivotal moments in their families, the tough conversations that followed, and the results they ultimately achieved.
 
Speakers:  Morrie Stevens Sr., Chairman and CEO, Stevens Worldwide Van Lines; Christie Lloyd Ernst, Vice President, Property Management, Lloyd Companies; John R. Taylor III, Chairman of the Board, Olmsted-Kirk Paper Company
 
6-6:30 p.m. Opening Keynote Conversation 
 
6:30-9 p.m. Welcome Reception and Dinner
 

THURSDAY, NOVEMBER 8

7:30 a.m.-4:30 p.m. Registration Open
 
7:30-8:30 a.m. Breakfast
 
8:30-9:30 a.m. The Family: More Complicated Than It Seems
In a family company’s early years, it may seem unnecessary to officially define “the family.” But if questions haven’t already arisen, they will crop up in the future. Should in-laws be permitted to work in the family business? Should only bloodline descendants own stock? Should fiancés or stepchildren be permitted to attend family council meetings? What about unmarried partners? There are no right or wrong answers to questions such as these; each family must decide policies for itself. Panelists will share how their families coped with these dilemmas, and why the results work for them.
 
Speakers:  Peter Latta, Chairman and CEO, A. Duie Pyle; Summer Worden, President, Port Blakely Family Council; Chad Quist, Member, Vermeer Corporation Ownership Council
 
9:30-10 a.m. Networking Break
 
10-11 a.m. Evolution of the Family Council
What does a family council do, and why is this work important? Should the council be an elected body, or open to all? What projects or assignments fall within the council’s purview? Panelists will discuss the nuts and bolts of how their family councils operate.
 
Speakers: Katy Wilder Schaaf, Director of Development and Education, E. Ritter & Company; Kathy Munson, Family Council Chair, Crescent Electric Supply; Allison Parks, Family Council Committee Chairman, Laird Norton Company
 
11-11:15 a.m. Networking Break
 
11:15 a.m.-12:15 p.m. Expert Briefings
  • Philanthropy
  • Family Documents
  • Succession Planning
  • Raising the Youngest Generation
  • Tax & Estate Planning
  • Avoiding Intrafamily Litigation
  • Shareholder Agreements
  • Family Employment Policies 
 
12:15-12:30 p.m. Networking Break
 
12:30-1:45 p.m. Lunch
 
1:45-2 p.m. Networking Break
 
2 p.m.-2:45 p.m.  Workshop
 
2:45-3 p.m. Networking Break
 
3-4 p.m. Making an Impact as a NextGen
NextGen family members can spark transformational positive change in the family or the business — if they’re given the opportunity. Our panel of NextGens will discuss their roles in the business and/or the family, and their relationship with senior-generation members.
 
Speakers:  Alex Jackson Berkley, Assistant Sales Manager, Frieda's Specialty Produce; Maggie Bender-Johnson, President, Warren G. Bender Co.; Kristin Anthony, Director of E-Commerce and Digital, Anthony's Ladies Apparel
 
4:10-5 p.m. Intensive Workshops
 
  • Starting Those Difficult Conversations
  • Shareholder Buyouts
  • Investing Outside the Family Business
  • Challenges of G4 and Beyond 
 
6:30-9 p.m. Family Dinner
 

FRIDAY, NOVEMBER 9

 
7:30-8:30 a.m. Breakfast
 
8:30-9:15 am  Keynote Interview
Speakers:  Campbell Brown, President and Managing Director, Old Forester, and Ernie Patterson, VP/Director of Family Shareholder Relations, Brown-Forman
 
9:15-9:30  Networking Break
 
9:30-10:30 a.m. Expert Briefings
Repeats sessions from Thursday
 
10:30-11 a.m. Networking Break
 
11 a.m.-12 noon Honoring Your Legacy While Innovating for the Future
How does a family build on the founder’s values and create an enduring legacy while at the same time reengineering the business for success in a rapidly changing marketplace? How might succeeding generations honor the company heritage while keeping up with the fast-paced changes of today’s market? Panelists will share their approaches. 
 
12 noon-1 p.m. Lunch
 

About Conference

Transitions West 2018 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

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 family-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.

Who Should Attend

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

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

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

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

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

Registration

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

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

Propose a Topic or Speaker

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

Advisers and Sponsors

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

Student Registration

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

What Attendees Say About Transitions

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

 

Confirmed Speakers

Morrie Stevens Sr.

Chairman and CEO, Stevens Worldwide Van Lines

Morrie Stevens began working for Stevens Van Lines in 1970 as a Staff Accountant after working seven summers on the trucks during high school and college.  He passed the Michigan CPA exam in 1971 and served in the accounting department until 1974 when he was promoted to Controller.  In 1977, Morrie was promoted to President. In 2007, he became Chairman of the Board and CEO.
 
Morrie served as a Board Member of the Michigan Movers & Warehousemen’s Association from 1978 to 1990, and was President in 1984 and 1985.
 
Morrie joined the Board of Directors of the American Moving and Storage Association in 1998, after the merger of the National Moving and Storage Association and the American Movers Conference, and served as Treasurer in 1998, Vice Chairman from 1998-2000, and was Chairman in 2001 - 2002.  Morrie was honored by AMSA and received the Moving Institute’s Distinguished Service Award in 2005 for life time achievement in the industry. Previously, Morrie served on the Board of the National Moving and Storage Association, for 15 years, and was its Chairman from 1992 – 1994.
 
Morrie is an active hunter conservationist, and is a member of Rocky Mountain Elk Foundation, Ducks Unlimited, Ruffed Grouse Society, National Wild Turkey Federation, Quality Deer Management, Pheasants Forever, Trout Unlimited, and has been a regular member of Boone and Crockett Club since 2004. At Boone and Crockett, he has served as a Board Member, Vice President of Administration, Executive VP of Conservation, Executive VP of Administration, and President from 2015 – 2016.
 
In 1970, Morrie married Julie Ann Burnes.  Morrie and Julie have four children and 9 grandchildren.   

Allison Parks

Family Council Committee Chairman, Laird Norton

A fifth-generation family member, Allison Parks began serving as Laird Norton Company’s Family President in August 2014 after a previous career in teaching and school administration. Allison is a director on the board of Laird Norton Company and Chairman of the Family Council Committee. She is responsible for overseeing the annual Family Summit and facilitating communication among over 400 Laird Norton family members. Allison also focuses on developing family programs with an emphasis on education and responsible company stewardship.

Now seven generations and over 400 members later, the Laird Norton family continues to promote intellectual growth, responsible investing and business experience in order to ensure excellence for generations to come. 

Peter Latta

Chairman & CEO, A. Duie Pyle

Since joining A. Duie Pyle as Vice President in 1985, Peter Latta has held a number of leadership positions, currently serving  as Chairman & CEO.  Over the past 30 years, he has been part of a management team that has guided the company’s growth from a Southeastern Pennsylvania Less-Than-Truckload Common Carrier with annual revenue of $11 million to the Northeast’s leading asset-based supply chain service provider with 2014 revenues exceeding $300 million.  Today, Peter’s focus is on strategic planning, real estate matters, tax and financial planning, perpetuating the company culture, business continuity and succession planning.  He also works to ensure that A. Duie Pyle remains a privately owned family business by establishing the foundation for a successful transition to the next generation of ownership.

Peter currently serves on the Board of Advisors of a family owned regional automotive dealership business.

Prior to his position with A. Duie Pyle, Peter practiced law with McNees, Wallace & Nurick in Harrisburg, PA, and worked as a CPA for Greenawalt & Company and Asher & Asher.  He holds a B.S. in Accounting from the University of Delaware, and earned his law degree from the Dickinson School of Law. 

Peter and his wife Robin have four children and three grandchildren. Interests outside of work include tending to his vegetable garden & fruit trees, raising beef cattle and pigs, and hunting wild pheasants and ruffed grouse with his German Shorthair Pointers.

Kathy Munson

Family Council Chair, Crescent Electric Supply

Kathy Munson is a two-time chair of the Schmid Family Council and a third-generation shareholder of Crescent Electric Supply. The company, founded in 1919, is based in East Dubuque, Ill., and is one of the United States’ largest independent distributors of electrical, electronic, safety, data communication and industrial automation equipment and related products. Kathy was involved with the family organizing group that developed the Council in 2004. Along with her cousins, Kathy worked on the original Council charter, which was ratified in 2005.  Kathy was the family’s second Council chair in 2010 and served a 3-year term. She has been serving as current Council chair since 2017.
 
Kathy is the founder and CEO of Media Buying Services Inc., a 32-year-old company which specializes in advertising media offering target audience research, strategic media planning and ad buying. She works with her husband and business partner, Chuck Munson, and is based in Arizona.

Katy Wilder Schaaf

Director of Development and Education, E. Ritter & Company

Katy Wilder Schaaf, Ph.D. is a fifth generation shareholder of E. Ritter and Company. E. Ritter & Company, parent to Ritter Agribusiness and Ritter Communications, is a fifth generation family owned business that was founded in Marked Tree, Arkansas in 1886. Ritter Agribusiness is located in Marked Tree and is a Farm Management provider in Eastern Arkansas proudly known for its values of hard work, dedication to customer service, and efforts to reinvest in the communities that they serve. Ritter Communications began providing phone service in Northeast Arkansas in 1906 and is now a regional provider of a wide range of telecommunications products and services in Arkansas, Tennessee, and Missouri. Ritter Communications’ residential and business services include local and long distance phone service, cable television and high speed Internet, as well as customized business communications systems and services, including Web and e-mail hosting, custom networking, virtual services, hosted applications and remote data back-up services.
 
Katy earned her B.A. from the The University of North Carolina, M.S. from The University of Maryland, and Ph.D. from Virginia Commonwealth University.  Currently, she works as a Clinical Psychologist at McGuire Veterans Administration Medical Center.  She also enjoys working with the Ritter Family Council, promoting engagement and facilitating education, as the Director of Development and Engagement. Together with the family council, Katy spearheads family events that include an annual family meeting, family summits, and quarterly council meetings. Katy lives in Richmond, VA with her husband Matthew and their two children Lainey and Ward.

John R. Taylor III

Chairman of the Board, Olmsted-Kirk Paper Company

John Taylor serves as Chairman of the Board of Olmsted-Kirk Paper Company located in Dallas, Texas. He is a fourth generation leader of his family’s wholesale and retail paper company.  John joined the Company in 2009 as CEO and Chairman of the Board after discovering fraud, theft and mismanagement within the organization.  At the end of 2015, after returning the Company to financial health, John hired an outside CEO and stepped down from overseeing the daily operations of the business. 
 
Prior to joining the family enterprise, John was a freelance writer in Los Angeles, California for 18 years. Before moving to Los Angeles, John worked as a banker in New York City, first for Irving Trust Company (now Bank of New York) and then for Manufacturers Hanover Trust Company (now JPMorgan Chase). He specialized in Real Estate Lending and Real Estate Investment Banking.
 
In addition to his role at Olmsted-Kirk, John currently serves as Chairman of the Board of The Senior Source, the largest nonprofit in the Dallas area serving the needs of older adults. John also serves on the   Board of the Dallas Arboretum and Botanical Garden.
 
John has an MBA from the University of Texas at Austin and a BA from Tulane University in New Orleans, Louisiana. John lives in Dallas, Texas with his two daughters.

Summer Worden

President, Port Blakely Companies Family Council

Summer Worden is the president of the Port Blakely Companies Family Council. Summer’s education accomplishments include the NSA Cryptologic School, graduate degrees in strategic intelligence & digital forensics, and an M.B.A. from Rice University. Summer currently serves on the Emerging Leaders Committee at the Baker Institute for Public Policy, a think tank led by former Secretary of State James A. Baker. She shares her passion for inspiring youth through advocating various education programs promoting leadership development and entrepreneurship for K-12 graders and the Port Blakely Eddy Family Assembly Youth.  

Maggie Bender-Johnson

President, Warren G. Bender Company

Maggie Bender-Johnson is President of Warren G. Bender Company. She is the third generation of the family to lead the firm, one of the Sacramento region’s largest independently owned insurance brokerages, founded in 1938.
 
Before taking the reins as President, Bender-Johnson served as the company’s Vice President of Operations. A Partner at the firm, she is part of a succession team of executives who share the firm's passion and vision and understand the company’s core values — to create value for their clients through an extremely high-level of customer service.
 
Bender-Johnson grew up around the family business, spending weekends at the office and going on client visits with her father, Stephen Bender. She officially joined the firm in 2005 after graduating from the University of San Francisco. She earned an MBA from California State University, Sacramento, in 2011, with an emphasis on strategic management and planning. She also has earned the Certified Insurance Counselor, Management Liability Insurance Specialist, and Certified Insurance Service Representative designations.
 
Prior to being named Vice President, she served as Director of Operations.  She has also held numerous other positions within the organization enabling her to garner hands-on experience in all aspects and areas of the business.  Bender-Johnson has also successfully taken leadership training from the University of California, Berkeley, and the Capital Region Family Business Center.  Her newest educational focus is on Corporate Governance and Advanced Management Liability.
 
Bender-Johnson is active in several community organizations, including the Leukemia and Lymphoma Society, the Roseville Chamber of Commerce, the Capital Region Family Business Center, Soroptimists of Sacramento, Toastmasters, and the Placer County SPCA. She is an avid hiker and lives in Nevada County with her husband, Fergus – a Sacramento city firefighter – and their four dogs: Fonzie, Chewbacca, Lando and Worf.

Alex Jackson Berkley

Assistant Sales Manager, Frieda's Specialty Produce

The eldest daughter of Frieda’s Specialty Produce CEO Karen Caplan, and the granddaughter of founder Dr. Frieda Rapoport Caplan, Alex Jackson Berkley joined the company in 2011 after graduating from George Mason University, making Frieda’s a three-generation family-business success story. 
 
Alex started in Frieda’s marketing department before moving into the sales department in 2014 as an account manager. In 2014 at age 24, Alex was the youngest produce professional to be accepted into the United Fresh Leadership Program Class. That same year, Alex earned a certificate of Produce Executive Development from Cornell University’s Food Industry Management Program. 
 
In 2017, Alex was named one of the “40 Under 40” by Produce Business Magazine for her success and leadership in the produce industry.
 
Alex served as a member of the Produce Marketing Association’s Women’s Fresh Perspectives Advisory Committee and was co-chair from 2015 to 2017. She also serves on the Board of Trustees of the Westerly School of Long Beach, a California K-8 non-denominational private school.

Christie Lloyd Ernst

Vice President of Property Management, Lloyd Companies

Christie Lloyd Ernst is a second-generation family business co-owner at Lloyd Companies, a regional development, real estate and property management firm her parents, Craig and Pat, founded in 1972.
 
Based in Sioux Falls, S.D., Ernst oversees a Lloyd Companies portfolio of 1.8 million square feet of commercial space and more than 6,000 apartment units in 60 apartment communities in multiple states. She also is responsible for developing the company’s new business ventures and apartment communities, often providing finishing options, marketing and management guidance.
 
Ernst plays an integral role in blending business with family at Lloyd Companies and extends her reach within the family business community by serving for the last decade on the advisory board for the Prairie Family Business Association, an outreach center of the USD Beacom School of Business. She chaired the board from 2014-16, guiding the multi-state organization as it provided education, resources and networking opportunities to hundreds of family businesses.
 
Having grown up at a kitchen table that doubled as a boardroom table – she used to call it a “bored room” – Ernst developed a passion for real estate and how it can positively impact communities, employees and investors. 
 
To ensure the continued vitality of her family business, Ernst coordinated Lloyd Companies’ advisors and family for estate planning efforts and established a governance process within the company by implementing systems from the book “Balance Point.” For three years, she worked to establish governance and roles for board members, management and owners, and she continues to assist in executing that system.
 
A proud wife and mom of two children, Ernst enjoys traveling in her spare time and has spent the last decade as a board member of the Feisty Fighters, a nonprofit dedicated to raising funds for cancer-related organizations.

Chad Quist

Member, Vermeer Ownership Council
 
Chad Quist is a married-in third-generation family member of Vermeer Corporation. He is currently a member of the Ownership Council and a Director for The Vermeer Charitable Foundation.
 
Chad resides in Des Moines, Iowa. He is a Licensed Physician Assistant practicing Neurology, and President of Heartland Christian Counseling, a professional counseling center serving central Iowa. 
 
Chad has over twelve years of clinical experience in the fields of Urgent Care, Occupational Medicine, Psychiatry, and most recently Neurology. He actively works on team integration, communication, and healthy system dynamics. After obtaining his MBA, Chad has incorporated his skills within the fields of healthcare and business by serving numerous organizations and boards. 
 
He currently is active within the Vermeer family governance, and provides a unique perspective as a married-in. Chad enjoys family time with his spouse and three children, church, the outdoors, and college football.
 

Ernie Patterson

VP, Director of Family Shareholder Relations, Brown-Forman

Ernie Patterson, VP, Director of Family Shareholder Relations, joined Brown-Forman in June 2009, and is responsible for developing and implementing policies and practices that further strengthen the relationship between Brown-Forman and the Brown family shareholders.
 
Ernie received a Bachelor of Science in Graphic Arts and Sciences from Rochester Institute of Technology, and has also earned three Master degrees:  Education from Harvard University, Business Administration from the University of Chicago, and Liberal Studies from St. John’s College.

Campbell Brown

President and Managing Director, Old Forester, Brown-Forman

Campbell Brown has been President and Managing Director of Old Forester, Brown-Forman's founding bourbon brand, since 2015. A 22-year employee of the Company, he previously served Brown-Forman in the emerging markets of India, the Philippines, and Turkey, and most recently led the Company’s wine and spirits portfolio in Canada and the Midwest region of the U.S. He is a founding member of the Brown-Forman/Brown Family Shareholders Committee. 

Brown-Forman is a diversified producer of fine quality consumer products. It was founded in 1870 by George Garvin Brown in Louisville, KY, U.S. His original brand, Old Forester Kentucky Straight Bourbon Whisky, was America's first bottled bourbon and remains one of Brown-Forman's finest brands today.

Brown-Forman employs 4,120 people worldwide with about 1,000 located in Louisville. Brown-Forman, one of the largest American-owned spirits and wine companies and among the top 10 largest global spirits companies, sells its brands in more than 135 countries and has offices in cities across the globe. In all, Brown-Forman has more than 25 brands in its portfolio of wines and spirits.

Brown has been with the company since 1994 and spent his early years developing the company's spirits portfolio in India, the Philippines and Turkey. Over the four-year period of 2001-2005, he held positions as both the Southern Comfort U.S. Brand Manager and Jack Daniel's U.S. Brand Manager. Prior to his current role as Vice President, Director Midwest Division and Canada, Brown served as Vice President, Director, Southern Comfort Americas. Brown also had territorial responsibility for a number of key East coast markets, working with one of the company's key distributor partners, Charmer Sunbelt.

Brown is a member of the Board of Directors for Republic Bank and Trust and The James Graham Brown Cancer Center.

He earned degrees from Rollins College and the University of Miami.

Kristin Anthony

Director of E-Commerce and Digital, Anthony’s Ladies Apparel

A fourth generation family member, Kristin Anthony is the Director of E-Commerce and Digital of Anthony’s Ladies Apparel, a women’s retailing company founded in 1895 in West Palm Beach, FL. Kristin joined the family business in 2014 at the request to see if she could build an online store to elongate the shopping season that defines South Florida. In her first year running the website, she was able to triple the annual sales projections and continues to grow the E-Commerce revenue at over 50% year over year. 

Kristin earned her B.S. in International Business from the University of Delaware and after college moved to South Africa for a year to work for an HIV/AIDS non-profit. In the years prior to joining Anthony’s, Kristin worked in the youth travel industry leading and managing educational programs for middle school, high school and college students around the world. 

When Kristin is not working, you can find her renovating houses in South Florida with her husband or traveling. Kristin serves as the President of the Board for the Broadreach Foundation which provides scholarships to students to study abroad and continues to run a travel blog, which she started in 2009.

Nicole Vermeer

Chair, Gary Vermeer Family Council, Vermeer Corporation
Nicole McAllister Vermeer is a third-generation member of the Vermeer family, member of the Ownership Council Governance Committee, and chair of the Gary Vermeer Family Council.  Currently serving her fourth term as chair, Nicole assists the family in successfully identifying opportunities, implementing new initiatives and navigating complex transitions.  Over the past nine years she has worked with Vermeer's Family Office, the Ownership Council, and branches of the family to help develop the Family Council and Ownership Council strategic plans, shareholder director nomination process, mentorship program, married-in orientation, revised family charter and code of conduct, shareholder agreement, family employment policy, education and travel policies, and other efforts.  She now is focusing on customized shareholder engagement strategies and reinvention of the family council platform to advance the Ownership Council’s and Vermeer Corporation’s goals.
 
Vermeer Corporation is a global industrial manufacturing corporation with approximately $1 billion in annual sales worldwide.  Now in its third generation of family leadership operating in 60 countries with over 3,000 employees, Vermeer Corporation is a leader in the agricultural, environmental, utility installation, pipeline, specialty excavation and mining equipment industries.
 
Outside of the family, Nicole leads the ongoing development, external affairs, and corporate strategy initiatives of a university-wide policy center within UCLA where she is directing efforts for a $4.2B Centennial Campaign.  She was previously the Vice President of Development and External Affairs for the Pacific Council on International Policy, the international policy think tank affiliated with the University of Southern California chaired by late U.S. Secretary of State Warren Christopher. Prior, she began her career as an affordable housing developer and policy advocate.
 
Nicole serves on the Board of Directors and Finance Committee of Affordable Living for the Aging and is a Co-Founder of Social Capital Philanthropists, a crowdfunded grant-making collective in Los Angeles.  Nicole earned an MBA with emphases in finance and strategy from the University of Southern California and a Master's Degree in Urban Planning with concentrations in community development and environmental policy from the University of CA, Los Angeles after graduating from UCSD. She and her husband live in Los Angeles with their four children.

Conference Location

There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.

Special group rates have been secured for Transitions West 2018 attendees:  $329 plus taxes.  This rate includes complimentary internet in guest rooms.  Rooms are available on a first-come, first-serve basis.  The group rate expires on October 16, 2018.
 
Reservations may be made, modified or canceled online using this link: 
 
For attendees that prefer to call in to make their reservation via phone, reservation assistance is available at 800-474-6501.  Please reference the group name "Transitions West Conference" when making reservations.

 

Register Today!

Begin Your Registration By Clicking Here.

 

The cost to attend is listed below. Members of families who have previously attended a Transitions conference receive a 10% discount on their cost of attendance. Your registration also includes a one-year subscription to Family Business Magazine or a one-year extension to your current subscription.

 

Standard Pricing (after September 9, 2018)
$1875 - First attendee from your family company
$1375 - Each additional attendee (age 30 and above)
$1150 - Each additional Next Generation attendee (age 29 and below)
 
Early Registration Pricing (before September 9, 2018)
$1675 - First attendee from your family company
$1175 - Each additional attendee (age 30 and above)
$975 - Each additional Next Generation attendee (age 29 and below)
 

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.

 

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

 

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 the magazine's extensive online archive of articles. Registration fees do not include hotel or travel expenses.

 

Registration price includes all conference materials, as well as breakfast, lunch and dinner on November 8, breakfast and lunch on November 9, and a welcome reception with buffet dinner on November 7, as well as refreshment breaks.
 
Registration contact:
Justine Wood
Events Director
(703) 850-5497
 
Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Events Director, 13631 Maidstone Lane, Potomac, MD 20854, or emailed to jwood@familybusinessmagazine.com. Registrants who cancel more than four weeks prior to the program date are entitled to a full refund of the registration fee less an administrative fee of $150 per registrant; if canceled within four weeks, but more than 10 business days prior to the conference date, 50% of the conference registration fee will be refunded less an administrative fee of $150 per registrant; within 10 business days of the conference date and no shows, no refund is possible. Family Business Magazine may cancel the program if attendance does not meet required levels; in case of cancellation or rescheduling, full refunds of registration fees will be made. Travel fares and hotel deposits cannot be reimbursed.
 

 

Sponsors

Your Hosts

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