Digital Disruption is Here. Are You Ready?

Join PwC’s Danielle Valkner, U.S. Family Office Leader, Mackenzie Corporation’s Jenny Dinnen, President, Sales & Marketing, and Katie Rucker, President, Operations, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss why and how you should adapt to the realities of the evolving digital environment.

Digital Disruption is Here. Are Your Ready?

Tuesday, October 29, 2019

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

60 minutes

https://sqps.onstreamsecure.com/origin/InfiniteConferencing/Web%20Recordings/DatedRecordings/102919/MLRMedia/102919MLR.mp4

Are you feeling the impact of digital disruption? 37% of family enterprises interviewed in PwC’s U.S. Family Business Survey worry that their business is vulnerable to digital disruption – from sensitive data being compromised to brands losing relevance in the digital world. It’s a growing number, and many family business leaders are concerned that not being able to evolve and adapt quickly could impact their business and, more importantly, their legacy.

The digital revolution, after all, is more than just using emerging technologies. How can family businesses keep up with the digital age, yet stay true and aligned with their legacy?

Our one-hour webcast will cover:

  • The evolution of automation, and how it varies by organization
  • Focus areas of innovation that can be leveraged by family enterprises
  • Areas where automation can help drive operational and financial efficiencies
  • How family businesses can embrace and benefit from the digital revolution

Join PwC’s Danielle Valkner, U.S. Family Office Leader, Mackenzie Corporation’s Jenny Dinnen, President, Sales & Marketing, and Katie Rucker, President, Operations, along with Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss why and how you should adapt to the realities of the evolving digital environment.


Speakers

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Danielle Valkner

U.S. Family Office Leader, PwC

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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Katie Rucker

President, Operations, Mackenzie Corporation

MacKenzie Corporation is a family run business with its founder’s twin daughters now at the helm of the organization – jointly leading the company through a strategic, operational and cultural shift. While the company mission remains the same, advanced technology and refined processes have been brought forward under the leadership of this next generation. MacKenzie staff includes analysts, database & application developers, marketers, project managers, production specialists, critical-thinkers, problem-solvers and all-around great people who are passionate about bringing client brands to new heights.
 
Katie Rucker offers a strong mix of operational coordination, leadership and analytical skills. Improving internal processes and strengthening company culture are two pillars of her success. With over 10 years in executive management positions, Katie is a proven leader with a passion for recognizing and cultivating the potential in others.
Responsible for the operational and administrative direction of the company, Katie is an integral part of conceptualizing our internal strategy for sustained growth and success. She balances the responsibilities of forecasting day-to-day ROI while composing financial plans to accommodate future expansion.
 
When she’s not bean-counting, Katie passionately continues to define and lead the corporate culture at MacKenzie. This is in an effort to enhance employee engagement and promote collaboration. She has spearheaded the creation of MacK’s Maniacs, a staff-based activities team who participate in team building events such as Tough Mudder, Ragnar Road/Trail, and in-office health challenges. As if that weren’t enough, Katie organizes a series of volunteer opportunities throughout the year encouraging staff to give back to our community.
 
Katie is on the board of the Orange County Ronald McDonald House, was a founding member of the Young Leaders group at the Center for Family Business in Irvine, and she has been a Girl Scout Troop leader for the past three years.

 

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Jenny Dinnen

President, Sales and Marketing, Mackenzie Corporation

MacKenzie Corporation is a family run business with its founder’s twin daughters now at the helm of the organization – jointly leading the company through a strategic, operational and cultural shift. While the company mission remains the same, advanced technology and refined processes have been brought forward under the leadership of this next generation. MacKenzie staff includes analysts, database & application developers, marketers, project managers, production specialists, critical-thinkers, problem-solvers and all-around great people who are passionate about bringing client brands to new heights.
 
Jenny Dinnen is a born leader, responsible for directing the company’s overall sales and marketing efforts. In addition, she guides the technology team through new product innovations and develops forward-thinking market research strategies.
 
Having worked at companies big and small, Jenny understands the unique needs of both sides. She has a strong background in marketing spanning over 15 years, honing her skills with companies such as HSBC and HD Supply. While offering a keen eye for the creative side of marketing, Jenny always holds an appreciation and talent for analyzing data to uncover actionable business solutions. Furthermore, she is the foremost expert on MacKenzie data systems; traveling around the country training clients on how to effectively use our services.
 
Her in-office resume is undeniably impressive, but her out-of-office achievements are also worthy of recognition. Jenny is on the board of Girls Inc. (Orange County), Chapman Business School, and was a founding member of the Young Leaders group at the Center for Family Business in Irvine. She also is a speaker on topics such as The Future of Market Research, Customer Journey Mapping, and Marketing Automation.
 
Jenny received her undergrad degree in Marketing from the University of Colorado, Boulder, and then earned her MBA from the University of Redlands.
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Barbara Spector

Editor-in-Chief, Associate Publisher, Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

  • 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.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • 60 minutes -- maximum value for time

Sponsor

PwC