Transitions Agenda 2011

Preliminary Agenda
(Subject to change)

Wednesday, April 6, 2011

3 p.m. to 6 p.m. Registration Desk Open

6 p.m. to 10 p.m. Poolside Welcome Reception

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Cocktails and Buffet Dinner
Welcome Speaker: Richard Kessler, Chairman & CEO, The Kessler Collection
Speed Networking

Thursday, April 7, 2011

7:30 a.m. to 8:30 a.m.   Registration, Breakfast and Networking-Atrium

8:30 a.m. to 8:40 a.m.  Welcome and Overview of Conference Agenda
Speakers: David Shaw, Barbara Spector, Greg McCann, Peter Begalla

Session One: Family Legacy as a Strategic Advantage

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." -- Warren Buffett

8:40 a.m. to 9:10 a.m.  Opening Keynote

Speaker: Ross Born, Co-CEO, Just Born Inc.
"How We Built and Use Our Family Brand"

9:10 a.m. to 10:15 a.m. Panel:  The Power of The Family Legacy and Brand
In your family, what is the legacy? The reputation? Who manages it? How do you measure it? Can you use the family legacy/brand as a competitive advantage to manage internal family issues, attract and retain high-powered employees, develop strong and unbreakable relationships with vendors and build your business with customers?

Moderator: Dennis T. Jaffe, Ph.D., Saybrook University
Speakers: Tim Hussey, President & CEO, Hussey Seating; Mark Peters, CEO, Butterball Farms Inc.;  Scott Livingston, President and CEO, Horst Engineering

10:15 a.m. to 10:30 a.m. Networking Coffee Break
Sponsored by
 bessemer_165and  oxfordgrouplogo_192

10:30 a.m. to 11:15 a.m. Workshop: Building the Family Brand/Story
A working session devoted to outlining the family story, brand and reputation, and building tools to leverage these with shareholders, employees, vendors and customers.

Session Leaders: Ross Born, Dennis T. Jaffe 

11:15 a.m. to 11:45 a.m. Legacy Keynote Address

Speaker: Mitchell Kaneff, Chairman & CEO, Arkay Packaging
"Transforming Legacy into Long-Term Sustainability"

11:45 a.m. to 12 noon Legacy Session Wrap-Up

Speaker: Barbara Spector, Editor-in-Chief, Family Business Magazine
"Legacy as a Strategic Advantage"

12:10 p.m. to 1 p.m. Lunch

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Session Two: Family Governance, Business Governance and the Next Generation

"To ensure that family issues do not contaminate the business, build policy and procedures." -- Craigie Zildjian, 14th-generation CEO, Avedis Zildjian Co.

1 p.m. to 1:30 p.m. Keynote Address

Speaker: Lansing E. Crane, Former Chairman and CEO, Crane & Co. Inc.
"Family Business Governance as a Competitive Advantage"

1:30 p.m. to 2:45 p.m. Panel: Family Governance
The role of the family council and family meeting in the governance of the family business, with a focus on strategies that work in the real world.

Moderator and Session Leader:  Dirk Jungé, Chairman & CEO, Pitcairn
Speakers: Charlotte Lamp, Port Blakely Companies; John W. Reininger, Chief Relationship Officer, The Clemens Family Corporation; Sylvia Shepard, Chair, Smith Family Council, Menasha Corporation; Anthony (Tony) Wilson, Chair, Family Senate, Bush Brothers & Company

2:45 p.m. to 3 p.m. Networking Break
Sponsored by bessemer_165and  oxfordgrouplogo_192

3 p.m. to 4:15 p.m. Panel: Business Governance
Sustaining and professionalizing the family company; boards of directors and advisory boards; professional management vs. owner/managers.

Moderator and Session Leader:  Ann Dugan, Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh
Speakers: Harold Yoh, Chairman and CEO, Day & Zimmermann; Anne Eiting Klamar, M.D., President & CEO, Midmark Corporation; Jim Ethier, Chairman of the Boards, Bush Brothers & Company

3 p.m. to 4:15 p.m. Next-Generation Breakout Session
Family members ages 15-25 will meet separately, with Stetson University Family Business Program students, under the guidance of professor Greg McCann, to discuss their questions, concerns and expectations about their future roles in the family business.

4:15 p.m. to 5:30 p.m. Panel:  What The Next Generation Wants and Needs
Next-generation family members, Stetson University students and next-generation experts will present a summary of The Next Generation breakout session to all attendees.

Speakers: Greg McCann; Jill Shipley, Director of Next Generation Education, GenSpring; Alyssa Thompson, Chris Marlow, Nina Laureano, Justin Munizzi (Stetson University Family Business undergraduates)

5:30 p.m. to 6:30 p.m. YPO Family Business Network Wine Reception
A special event for members of the YPO Family Business Network.
Session Leader: John Benevides, Chairman of the Executive Committee, Family Business Network of the Young Presidents Organization (YPO/WPO), and President, Family Office Services, Harris myCFO

7 p.m. to 10 p.m. Dinner

srr_174_01Sponsored by Stout Risius Ross



Del Frisco's Prime Steak and Lobster
Dinner at a multi-generational, award-winning restaurant rated as among the best in Orlando, and featuring a discussion with the family. Transportation to dinner provided by Mears Transportation, a large third-generation Orlando-based family company. 

Welcome Speaker: Terrel G. Bressler, Managing Director, Investment Banking Group, Stout Risius Ross

Speakers: Carole Christner, owner; David Christner, president, Del Frisco's Prime Steak and Lobster

Friday, April 8, 2011

8 a.m. to 8:45 a.m. Breakfast

Session Three: Preserving Family Values and Growing Family Wealth

"A sound base of shared values, reinforced through trusting relationships, is the foundation on which successful financial and family strategies are built." -- Stuart E. Lucas, fourth-generation heir of E.A. Stuart, founder of the Carnation Company

8:45 a.m. to 9:45 a.m. Panel: Legacy, Wealth Transfer and Exit Strategies
Wealth transfer strategies, the gift tax cap, important legislation on the horizon and mergers & acquisitions tips.

Speakers: Allison P. Shipley, Principal, Tax - Personal Financial Services Practice, PwC;  Thomas J. Pauloski, J.D., National Managing Director, Wealth Management Group, Bernstein Global Wealth Management; F. Douglas Raymond III, Partner, Drinker, Biddle & Reath LLP

9:45 a.m. to 10:45 a.m. Panel: Leveraging Your Family's Other Capital
Human and social capital, philanthropy, grounding your family for the next generation, and securing your family legacy.

Moderator: Barbara Spector, Family Business Magazine 

Speakers: Dennis T. Jaffe, Ph.D., Saybrook University; Thomas M. Bloch, former CEO, H&R Block; Kirby Rosplock, Ph.D., fourth-generation owner, Babcock Lumber Co., co-trustee, Harbeck Family Foundation, and director of research & development, GenSpring

10:45 a.m. to 11:15 a.m. Networking Break
Sponsored by bessemer_165and  oxfordgrouplogo_192

11:15 a.m. to 12:15 p.m. Panel: Control, Capital and the Next Generation
A session focused on structural strategies for wealth transfer and ownership succession, including family trusts, ESOP programs and other methods to realize value, maintain control and effectively pass the business to the next generation, with the latest research from Family Office Exchange on "Separating Wealth Management from the Family Business." 

Speakers: Andrew S. Ward, Managing Director, Valuation & Financial Opinions Group, Stout Risius Ross; Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Anna Nichols, Managing Director for Content, Family Office Exchange

12:15 p.m. to 1 p.m. Closing Keynote

Speaker: Philip A. Clemens, Chairman & CEO, The Clemens Family Corporation
"The Family Business and the Business Family"

1 p.m. to 2 p.m. Lunch with Conference Wrap-Up

Developing a measurable action plan. 

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