Creating Stronger Foundations for the Future

Join Jon Flack, PwC US Family Enterprises Leader, Danielle Valkner, PwC US Family Office Leader and David Shaw, Publishing Director of Family Business Magazine, as they share interesting findings from this year’s survey and insights on what it takes to succeed as a family business. 

Creating Stronger Foundations for the Future

The latest findings from PwC’s US Family Business Survey

Thursday February 21, 2019

2 p.m. ET/11 a.m. PT

60 minutes

 

 

https://www.webcaster4.com/Webcast/Page/494/29006

Over the past decade, PwC surveyed founders, next gens, and CEOs of family-owned firms.  Their responses have underscored values such as integrity, responsibility, community loyalty and focus on long-term strategic thinking and legacy.  Values such as these sustain over a million US family-owned firms, from the very large global businesses to local retailers, and form the foundation for a higher degree of trust from all stakeholders.

But how can families turn values like loyalty into a multi-generational success story?

Based on PwC’s latest Family Business Survey,  there are several critical areas to consider in order to build a lasting and profitable legacy.  Join Jon Flack, PwC US Family Enterprises Leader, Danielle Valkner, PwC US Family Office Leader and David Shaw, Publishing Director of Family Business Magazine, as they share interesting findings from this year’s survey and insights on what it takes to succeed as a family business. 

 


Speakers

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Jon Flack

PwC US Family Enterprises Leader

Jonathan Flack, U.S. Family Business Services leader for PwC, is a lead engagement partner to some of the U.S.’s largest family-owned businesses and leverages a strong global network of partners with a similar focus. He also taps external advisors (attorneys, family business counselors, trust advisors) as needed to deliver innovative solutions to multi-generational family businesses.
 
As part of his role in leading the U.S. family business practice for PwC, Jonathan spearheads the strategy, operations, talent development, thought-leadership and marketing for the family-owned business sector. He supports other client teams serving this sector and has published thought-leadership and led regional forums on family business issues.
 
Jonathan is also an assurance partner where he has extensive international experience with multi-billion-dollar, private clients. He assists clients with business transactions and new products. He started his career in the Carolinas working on large privately held businesses in multiple industries.
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Danielle Valkner

PWC US Family Office Leader

Danielle Valkner leads our family office service offerings in the US and  has over 25 years experience focusing on finance effectiveness, technology and operations.  She has led multiple engagements focusing on finance effectiveness and reporting, process improvement and target operating model design, due diligence, risk management and control, vendor selection, robotics process automation and execution of operating model transformations.  

 

Prior to joining PwC, Danielle worked directly for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles, responsible for all aspects of financial reporting, strategic planning and analysis, infrastructure, finance, treasury and accounting. Danielle also spent over 10 years as an auditor in the financial services sector specializing in banking and asset management, gaining valuable experience with SEC reporting, international finance operations, private equity, real estate and hospitality as well as Sarbanes Oxley/internal control frameworks.

 

Danielle graduated summa cum laude from Augustana College where she majored in Accounting and Business Administration with concentrations in Finance and Economics.  She is a licensed CPA and received state and national honors related to the certification exam.

 

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Andrew Pitcairn

Family Council Chair

fourth-generation family member, Andrew actively serves as Chair of the Pitcairn Family Council. Established in 1982, The Pitcairn Family Council is a platform for recognizing talent, educating family members, identifying and implementing solutions for connectedness, and interfacing directors, management and owners. After serving as both member and co-Chair, Andrew was appointed Family Council Chair in 2010. Additionally, Andrew is a member of the Pitcairn Board of Directors, co-trustee of Pitcairn family trusts, Chair of the Nominating/Governance Committee and a member of the Capital Committee.
 

Recognized as a published author and passionate speaker, Andrew regularly serves as an expert at family office and family business forums and conferences on topics related to family council and engaging the next generation.

Growing up outside of Philadelphia, Andrew attended Temple University and completed the Cannon Trust Fundamentals course. He is a Trustee on the Meadowbrook School Board of Directors, as well as a member of the Advisory Board at St. Joseph’s University Haub School of Business. Andrew also serves on the Board of Cabot-Wellington, a Boston-based single family office, as an Independent Director and Chair of their Governance Committee.

 

 

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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

• 60 minutes -- maximum value for time
• Completely FREE to attend 
• Opportunity for questions and feedback
• Unbiased third-party family business education 
• All participants receive a copy of the webinar materials after the event

Sponsor

PwC