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.
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
Jonathan Flack
U.S. Family Enterprises and Business leader, PwC
Jonathan Flack, U.S. Family Enterprises and Business leader for PwC, is a lead engageÂment 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 advisers) 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 multibillion-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.
Danielle Valkner
US 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.
Andrew Pitcairn
Family Council Chair
A 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.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• 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