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Featured Family Business Speakers

Eric Allyn
Eric Allyn

Board Member, Welch Allyn

Nancy P. Bruns
Nancy P. Bruns

Chair, Investment Committee, Dickinson Company

Richard K. Smucker
Richard K. Smucker

Chief Executive Officer, The J.M. Smucker Company

Grant Lundberg
Grant Lundberg

CEO, Lundberg Family Farms

Drew Everett
Drew Everett

Director of Shareholder Relations & Human Resources, Bush Bros. & Company

Cindi Bigelow
Cindi Bigelow

President and CEO, Bigelow Tea

Charles S. Luck IV
Charles S. Luck IV

President and CEO, Luck Companies

Transitions East 2015 is currently sold out. If any openings should occur, we’ll notify those who ask to be added to our waitlist in the order they were received.To be added to our waitlist, please fill out and submit the form here.

The conference for family businesses by family businesses

Transitions East 2015 will focus on the theme of successfully separating family and business issues, with sessions on:

  • Establishing and living the values of the family
  • How to separate family and business issues
  • Developing family and business leaders
  • Innovation and entrepreneurship and family tradition
  • From managing the business to owning the enterprise

Focus sessions on:

  • Family relationships--siblings, cousins, parents/children and married-ins
  • Raising capital for growth
  • Succession planning
  • The effective family employee
  • Wealth management
  • Taxes, trusts and estate planning

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

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 700 articles, organized by topic.

We continually strive to enhance your conference experience:

  • Special interest group meetings for those who would like to meet to discuss issues related facing family councils, family offices, the NextGen, non-family executives and the senior generation with like-minded attendees.
  • Smaller group sessions to facilitate discussion.
  • Topic-based focus sessions 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 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.

Featured Family Business Speakers

Elizabeth Rees
Elizabeth Rees

Founder, Chasing Paper

John D. Tallichet
John D. Tallichet

Chairman of the Board, Specialty Restaurants Corporation

Carrie Freeman
Carrie Freeman

Vice-Chair, The Freeman Company

Jamie Tucker
Jamie Tucker

Family Council member, IDEAL Industries

Dan Agnew
Dan Agnew

President, The Agnew Company

Chris Martens
Chris Martens

Director, Martens Automobile Dealership Group

Heidi Nunnemacher
Heidi Nunnemacher

Board Member, Galland Henning Nopak Inc.


Wednesday March 25, 2015

2 pm  Registration Opens

3:30-4:30 pm  Family Business Basics

An introductory session for first time Transitions attendees (and others who wish to brush up) on key family business terms and family business ideas, as well as tips on how to get the most out of the conference experience.

Speakers:  Peter Begalla, Conference and Education Director, Family Business Magazine; Nancy Drozdow, Principal and Vice President, Center for Applied Research; Scott A. Winget, Senior Managing Director, Center for Wealth Impact, Ascent Private Capital Management

5 pm  Opening Conference Session

5-6:30 pm  Establishing and Living the Values of the Family

What do we stand for?  Why are we in business as a family?  A statement of mission, vision and values serves as a guidepost for the family and the business in times of challenge and growth. An agreement on what the family business stands for and means can be an important engagement tool for current and future generations.  Panelists will describe how they developed their values statements and how those statements have guided the family. We’ll also explore the potential pros and cons of strong values statements as they relate to employees and customers.

Speakers:  Carrie Freeman, Vice-Chair, The Freeman Company; Grant Lundberg, CEO, Lundberg Family Farms; Tim Clemens, Team Member Care and Connection, The Clemens Family Corporation; Mike McKee, President and CEO, McKee Foods

Moderator:  Jonathan Flack, Assurance Partner, PwC

6:30-7:15 pm Keynote Address

Charles S. Luck IV, President and CEO, The Luck Companies

“How Values-based Leadership changed the shape of the company”

Introduction by:  Jay Mattie, Partner, Private Company Services US Clients' Leader, PwC

7:15 pm  Welcome reception and buffet dinner

Thursday March 26, 2015

7:30-8:30 am Breakfast

8:30-9:15 am  Keynote Address

Cindi Bigelow, President and CEO, Bigelow Tea

"Igniting Your Organization with Mission and Values"

Introduction by:  Scott A. Winget, Senior Managing Director,  Center for Wealth Impact, Ascent Private Capital Management

9:15-10:30 am  How to Separate Family and Business Issues

Once you’re in a lawsuit with family members, things have obviously gone too far.  Prevent, resolve and grow from disagreements and disruptions within the family and develop effective strategies for dealing with family conflict over business management or ownership. What tools can be used effectively and consistently to overcome family strife, or family changes such as divorce? This session will focus on keeping personal issues separate from the business, and how to develop good family and business relationships. 

Speakers:  Heidi Nunnemacher, Board Member, Galland Henning Nopak Inc.; Andrew Pitcairn, Family Council Chair, Pitcairn; Joshua Nacht, Board Member, Bird Technologies; Michael R. Kiolbassa, President, Kiolbassa Provision Company

Moderator: Jill Shipley, Managing Director, Family Dynamics and Education, Abbot Downing

10:30-10:45 am Networking Break

10:45-12 pm  Innovation and Entrepreneurship and Family Tradition

Next-generation family business leaders and stewards must balance the need to innovate in order to compete in an ever-changing marketplace and loyalty to the products, customer service and traditions that made the company what it is today. Panelists will discuss these challenges and how to balance innovation and tradition.

Speaker:  Nancy P. Bruns, Chair, Investment Committee, Dickinson Company; Drew Everett, Director of Shareholder Relations & Human Resources, Bush Bros. & Company; Elizabeth Rees, Founder, Chasing Paper

Moderator:  Joe Schmieder, Principal, The Family Business Consulting Group

12-12:15 pm Networking break

12:15—1:15 pm Lunch and Table Discussions

1:15-1:30 pm Networking Break

1:30-2:30 pm  Focus Sessions (Repeats on Friday; each attendee may choose two different sessions to attend)

  • Family relationships—Siblings  Lloyd E. Shefsky, Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management
  • Family relationships—Cousins  Dirk Jungé, Chairman, Pitcairn
  • Family relationships—Parent/child  Daisy Medici, Managing Director of Family Governance and Education, GenSpring
  • Family relationships—Marrying In  Mark Haranzo and David Guin, Partners, Withers Bergman LLP
  • The Effective Family Employee  Anna Nichols, Director of Communications, Altair Advisers LLC
  • Succession Planning  Doug Baumoel, Founder/President, Continuity Family Business Consulting
  • Wealth Management  Doug Pugliese, Director, Wealth Transition Strategies, SEI Private Wealth Management
  • Family Business Governance Basics  F. Douglas Raymond III, Partner, Drinker Biddle & Reath LLP
  • Raising Capital for Growth  Meghan Higney, Investor, The Tugboat Group

2:30-2:45 pm  Networking Break

2:45-4 pm  Developing Family and Business Leaders

In a multigenerational family business, there are many roles that talented and committed family members can play. In addition to management and leadership roles in the business, key positions include family council chair, family council member, member of the board of directors, and family foundation director. What can a family do to identify who has the talent and the desire to fill these roles? Once these promising family members are identified, how should they be mentored and trained?

Speakers:  Jack Wilder, Family Council President, E. Ritter & Co.; Jamie Tucker, Family Council member, IDEAL Industries; Molly Heaney, Co-Chair, Family Council Board, The J.M. Huber Company

Moderator:  Rhona Vogel, CEO and Founder, Vogel Consulting

4-5 pm Optional Focus Sessions

Special facilitated sessions for:  family council members, next generation family members, non-family executives, the senior or managing generation and those married-in to the family.  Sign up for your desired session at the conference.

  • Family Council Leaders and Members (two sessions)  Stephanie Brun de Pontet, PhD, Senior Consultant, Family Business Consulting Group and Shannon Zur, Family Office Director, Vogel Consulting
  • Next Generation Family Members (two sessions)  Scott A. Winget, Senior Managing Director, Center for Wealth Impact, Ascent Private Capital Management and Jill Shipley, Managing Director, Family Dynamics and Education, Abbot Downing
  • Non-Family Executives  Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust
  • The Senior/Managing Generation  Allison P. Shipley, Principal, Tax--Personal Financial Services Practice, PwC
  • Married-Ins  Debbie Bing, Principal, CFAR

6:30 pm Group Dinner  Family-owned The Rusty Pelican

Meet in the hotel lobby at 6:30 for bus transportation to the restaurant.

Speaker:  John D. Tallichet, Chairman of the Board, Specialty Restaurants Corporation

Introduction by:  Bryant W. Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

Friday March 27, 2015

7:30-8:30 am Breakfast

8:30-9:30 am  Focus Sessions

  • Family relationships—Siblings
  • Family relationships—Cousins
  • Family relationships—Parent/child
  • Family relationships—Marrying In
  • The Effective Family Employee
  • Succession Planning
  • Wealth Management
  • Family Business Governance Basics
  • Raising Capital for Growth

9:30-10:00 am Networking Break

10:00-11:15 am From Managing the Business To Owning the Enterprise

Opportunities to diversify family holdings along with complex, professionalization of the family firm, present opportunities for families to create enterprises which require a diverse and sophisticated set of ownership responsibilities among family shareholders.  This panel will review the development of several families who have gone from family business to family enterprises.

Speakers:  Dan Agnew, President, The Agnew Company; Chris Martens, Director, Martens Automobile Dealership Group; Eric Allyn, Board Member, Welch Allyn

Moderator:  Donna Trammell, Managing Director and Director of Family Wealth Stewardship, Bessemer

11:15-12:00 pm  Keynote Address

Richard K. Smucker, CEO, The J.M. Smucker Company

"How Smucker's family values and culture have shaped and changed the family"

Introduction by:  Rhona Vogel, CEO and Founder, Vogel Consulting

12:00-12:15 pm  Conference Summary and Takeaways

Speaker:  Robert H. Rock, President and CEO, MLR Holdings LLC

12:15 pm Lunch and Conference Close

Confirmed Speakers

Charles S. Luck IV

Charles S. Luck IV

President and CEO, Luck Companies

As President and Chief Executive Officer of Luck Companies, Charlie Luck is the third-generation, family member to lead the 91-year-old, privately-held organization. He is focused on developing the future vision of Luck Companies and leads the Strategic Leadership Team (SLT). The SLT is responsible for guiding the transformation of the enterprise into a global, values-based leadership organization.

Additionally, Charlie collaborates with the company’s chief officers to develop the people, organization, strategy and future direction of Luck Companies, in alignment with the company's mission of "Igniting Human Potential through Values Based Leadership and positively impacting the lives of others around the world."

Charlie began his career in the company in 1980 as a summer trainee, and became President in 1995. He is a 1983 graduate of Virginia Military Institute, where he majored in Civil Engineering; he has also participated in several executive education programs at Darden School of Business at the University of Virginia.

 A recipient of the Ernst & Young Entrepreneur of the Year Award and Aggregates Manager of Year Award, Charlie is passionate about making a difference in the Community and serves on the YMCA Board, National Stone, Sand & Gravel Association Board, Virginia Transportation Construction Alliance, Saint Christopher's School, Saint Catherine’s School, Virginia Military Institute's Jackson-Hope Fund, Virginia Foundation of Independent Colleges, as well as the University Of Richmond’s Robins School of Business Executive Advisory Council.

Charlie resides in Goochland, Virginia with his wife Lisa and has three children. During his free time, he enjoys traveling, exercising, and hunting with his family.

Cindi Bigelow

Cindi Bigelow

President and CEO, Bigelow Tea

Before assuming her role as the third generation president and CEO of family-owned Bigelow Tea in 2005, Cindi Bigelow spent 20 years in virtually all areas of the company that her grandmother founded. Cindi is instrumental in expanding Bigelow Tea into new channels while building awareness and brand engagement across social media—all to ensure Bigelow Tea is accessible everywhere, 24/7.

As passionate as she is about producing the finest cup of tea, Cindi is equally concerned about community and sustainability issues. She initiated the Annual Bigelow Tea Community Challenge that has donated over $1 million to local charities and participates in volunteer projects that include Habitat for Humanity’s Adopt-a-Home program. Under her leadership, the company was one of the first in Connecticut to install solar panels to offset energy usage, and she has implemented other innovations that have earned Bigelow Tea the distinction of being a Zero Waste to Landfill company.

She holds a BS degree from Boston College, an MBA from Northwestern University, Kellogg School of Management and an Honorary Doctorate from University of New Haven. She frequently makes appearances speaking to students and industry leaders, sharing insights on business ethics and career development and has received numerous awards for her years of community service. Favorite pastimes include being with her children, skiing, tennis, yoga and drinking lots of tea.

Drew Everett

Drew Everett

Director of Shareholder Relations & Human Resources, Bush Bros. & Company

“BUSH’S BEST” is the nation’s leading brand of bean products and a 107-year-old privately owned family business. Founded in 1908 by Andrew Jackson Bush, the company is headquartered in Knoxville, TN, and has production locations in Chestnut Hill, TN, and Augusta, WI. 

Drew Everett is a fourth-generation member of the Bush family. A native of Dandridge, TN, he received degrees in finance and production operations management from Virginia Tech. He is also a graduate of the Executive Development Program at Northwestern University’s Kellogg School as well as its Governing the Family Business and Leading the Family Enterprise programs.

In 1993, Drew came to work for the family. During the past ten years, he has been involved in most aspects of the business, including information services and supply chain. He successfully led the manufacturing population’s transition to Condon’s Plant, a new production facility at Chestnut Hill. In 2007 he joined the board of directors as an advisory member. In 2008 he was promoted to director of human resources. Drew was a founding member of the Bush Family Senate and served in this capacity until earlier this year. He became a fiduciary director in 2013, and is a director with the family’s Shoebox Private Trust Company. In October 2013 Drew was named the director of shareholder relations in addition to his human resources responsibilities. Drew lives in Knoxville with his wife, Melissa, and their two sons.

Robert H. Rock

Robert H. Rock

President and CEO, MLR Holdings LLC

Bob Rock is president and CEO of MLR Holdings LLC, an investment company with holdings in publishing and information businesses, including the technology industry analyst firms The 451 Group and Tier1 Research and the Uptime Institute, a data center, consulting, research and education firm. MLR also owns and manages companies that publish journals, newspapers, online newsletters and databases, including Family Business and Directors & Boards. From 1989 to 2001, Dr. Rock was chairman and majority owner of Montgomery Newspapers, which published 17 weekly papers in the Philadelphia suburbs, including Main Line Life, The Ambler Gazette and The Times Chronicle, as well as a number of specialty publications, including Philadelphia Golfer, Parents Express, Art Matters, and Bucks County Town & Country Living, In June 2001, Montgomery Newspapers was sold to the Journal Register Company. From 1991 to 1995, Dr. Rock was also chairman and majority owner of IDD Enterprises, which published magazines and newsletters and provided online data for financial executives. IDD's publications included Mergers & Acquisitions, Investment Dealers' Digest and The LPO Reporter. Its databases included Tradeline and Gari Software. In 1994 IDD's M&A database was sold to Goldman, Sachs, and the remainder of the company was sold to Dow Jones & Company in 1995. Prior to joining MLR in 1998, Dr. Rock was the chairman and chief executive officer of the Hay Group, a management consulting firm with more than 90 offices in 27 countries specializing in compensation, benefits and human resources consulting. He received his B.A. (magna cum laude), MBA and DBA degrees from Harvard University. His book publications include The Chief Executive Officer (Heath 1977), Corporate Restructuring (McGraw-Hill 1991), and The Mergers & Acquisitions Handbook (McGraw-Hill 1993). Bob resides in Gladwyne, PA, with his wife, Caro, who is publisher of Family Business Magazine. They have two grown sons.

Grant Lundberg

Grant Lundberg

CEO, Lundberg Family Farms

Grant Lundberg is chief executive officer of Lundberg Family Farms, the nation’s leading producer of organic and eco-farmed rice and rice products. He is a member of the third generation of the Lundberg family, which has owned and operated the rice farming and processing business in California’s Sacramento Valley since it was founded by his grandparents in 1937.

Lundberg Family Farms practices the principles of organic and sustainable farming. They also use the concepts of renewable energy, waste diversion, and energy conservation in their production facilities.

Grant served as one of founding directors of the Non-GMO Project from 2007 to 2013. The company labels their products with the Non GMO verified seal. He was also co-chair of the California Right to Know Campaign, which supported California Proposition 37, the initiative to require the labeling of foods that contain GE ingredients.

Grant serves as the Chair of the Board of Directors for Frontier Natural Products Cooperative. Frontier produces organic and natural spices and essential oils. Grant has been on this board of directors since 2011.
Grant Lundberg is a graduate of California Polytechnic State University with a Bachelor of Science in Agricultural Management, with a concentration in Farm Management. He earned a Master of Science in Agricultural Economics from Iowa State University, and joined the family business in 1987. In 1998 he was appointed by the directors as the CEO.

Grant and Susie Lundberg reside in Durham, California. They have two adult kids.

Richard K. Smucker

Richard K. Smucker

Chief Executive Officer, The J.M. Smucker Company

Richard K. Smucker is Chief Executive Officer of The J.M. Smucker Company, a leading manufacturer of food products, including coffee, fruit spreads, peanut butter, shortening and oils, etc. Founded more than a century ago by Mr. Smucker's great-grandfather, The J.M. Smucker Company has appeared numerous times on FORTUNE magazine's annual listing of the 100 Best Companies to Work For in the United States, ranking first on the list in 2004.

Mr. Smucker serves on the board of The J.M. Smucker Company and is now chairman of the board of the Federal Reserve Bank of Cleveland; and serves as a director of the Sherwin-Williams Company, Grocery Manufacturers Association, Musical Arts Association of the Cleveland Orchestra, and The Consumer Goods Forum.

He has also held a variety of board and trustee positions in the past, including International Multifoods Corporation, William Wrigley, Jr. Company, and Buttonwood Capital Partners Limited. He is a past chairman and trustee of the Miami University Board of Trustees and is a trustee emeritus of the Culinary Institute of America.

He and his brother, Tim, were recognized by "Market Watch" as CEOs of the year for 2009.

Mr. Smucker received his MBA from the University of Pennsylvania's Wharton School of Commerce and Finance and his bachelor's degree in finance from Miami University of Ohio. He served in the U.S. Army Reserves from 1970 to 1976.

He and his wife, Emily, have one daughter and two grandchildren.

Nancy P. Bruns

Nancy P. Bruns

Chair, Investment Committee, Dickinson Company

The Dickinson Family settled in the Kanawha Valley of Virginia (now West Virginia) in 1813, moving west from the Lynchburg area, because of saline brine discoveries. The salt business grew and evolved over the years into what currently is a natural resource management company, a commercial real estate company and an investment holding company. The family has six living members in the 6th generation, 24 in the 7th,  50 in the 8th, and 3 in the 9th. Shares of the companies are held in trusts. Nancy P. Bruns was born and raised in Charleston, WV, where the family enterprise began 200 years ago. She is a chef by training. She worked in many aspects of the restaurant/food service industry before settling in Highlands, NC where she and her husband owned a small restaurant and catering company for 10 years. She now lives in Columbia, SC and splits her time between there and Charleston, WV where Nancy and her brother have started a company, J.Q. Dickinson Salt-Works, that makes an all-natural, hand-harvested finishing salt by solar evaporation. Their ancestors moved to the area in 1813 to make salt so they are reviving the family heritage in their new business.  Nancy serves as Chair of the Investment Committee for the family investment holding company, Hubbard Properties. She is also involved in the family’s charitable giving process. Nancy is in the 7th generation of the family enterprise.

Heidi Nunnemacher

Heidi Nunnemacher

Board Member, Galland Henning Nopak Inc.

Galland Henning Nopak Inc. (GHN) was founded in 1887 when Robert Nunnemacher obtained the American manufacturing rights to produce pneumatic malting equipment for Milwaukee’s burgeoning brewery industry. Today, GHN operates two divisions. The Nopak division manufactures hydraulic and pneumatic cylinders and control valves for the fluid power industry. The Galland Henning division manufactures dual- and triple-compression scrap metal recycling balers. The company’s products are found in aggregate processing, water management, aluminum can manufacturing, scrap recycling and multiple other custom applications. GHN is headquartered in Milwaukee, WI, with a subsidiary located in Waterloo, Ontario. The company remains privately held by the Nunnemacher family and is celebrating the 125th anniversary of its incorporation in 2014.

Heidi E. Nunnemacher was intimately involved with the family business from 1984 until 2005, when she was drawn back to her original field of interest in criminology and social work. Heidi has a B.S. in criminology from the University of Tampa, an M.A. in criminal justice from University of South Florida, and a master’s in social work from Loyola in Chicago. Heidi has worked at the county level, at the Wisconsin Department of Corrections and in private practice. She is currently a licensed psychotherapist working with the dually diagnosed population. Heidi is working on her doctorate in organizational leadership in addition to serving as a director at the family business

Eric Allyn

Eric Allyn

Board Member, Welch Allyn

Eric Allyn is an experienced medical device executive serving on a variety of boards within healthcare and privately owned businesses. Eric began his career in 1982 at Welch Allyn, a 4th-generation family business employing 2,800 people, where he managed a variety of functions and business units worldwide. In 2008, Eric moved from his executive role to join Welch Allyn's board of directors, a natural result of having led the company's transition from the 3rd generation of owners/managers to the 4th generation of owners employing outside management. He is currently chairman of the voting trust, the entity that controls the company's voting stock. He also serves on the Audit, Compensation/Management Development and Science/Technology Committees.

Outside of Welch Allyn, Eric serves on many other boards. He is chairman of the board of Auburn Hospital, a role he has held since 2008, and was selected to the board of governors of the Hospital Trustees of New York State (HTNYS). In addition, Eric serves on the board of directors of GOJO (makers of Purell), Diffinity Genomics, Family Enterprise USA and several small family business boards. He is a past board member of Hand Held Products (sold to Honeywell in 2007, and Everest-VIT (sold to GE in 2005). He is a frequent speaker at family business seminars across the country.

Eric is the founder and managing partner of a private investment fund and chairman of the investment committee of two separate private foundations. He has been the lead investor in several med-tech companies in Upstate New York.  He lives in Skaneateles, NY, with his wife and three daughters and is actively involved in community organizations across the Central New York region.

Chris Martens

Chris Martens

Director, Martens Automobile Dealership Group

Chris Martens is a third-generation family member working at Martens Auto Group as a director and vice president. The business was started in 1904 by L.P. Steuart, his grandfather, along with more than 15 other businesses, and was the original Ford dealership in Washington, D.C.

He has been involved in the family automobile business since age 14, starting by picking parts and moving through all the departments. In 1975 he was appointed to oversee the operation of a Chrysler-Plymouth dealership, and worked at various positions in the six franchise locations up to general manager and dealer.

He has agreed to disagree with the chairman and other family members four times, forcing him to update his resume and  become gainfully employed in non-family businesses. Currently Chris is a director and assists his brothers and sisters in the management of the Martens Automobile dealerships.

Chris is a 1973 graduate of Bucknell University, and a founding board member of the Make-A-Wish Foundation of Greater Washington, DC , and a student of family business and organizational management. He is an adjunct professor at National Automobile Dealers Association Dealer Candidate Academy. Chris serves on the family board with his mom, two sisters and two brothers.

Dan Agnew

Dan Agnew

President, The Agnew Company

Now in its fourth generation, The Agnew Company was started by Samuel A. Agnew (1879-1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a family enterprise that has continued to grow through a diversified and diligent approach to investing. The Agnew family has adopted a stewardship approach to their asset base that was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917-1980). Their foresight and commitment to future family generations has made it possible for the third and fourth generations of the family to continue to promote the advancement of intellectual growth, individual responsibility, and wealth management that will help ensure opportunity and excellence for future generations.

Dan Agnew is a third-generation family member who has championed and led The Agnew Company's business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been active on industry and charitable boards.

Jamie Tucker

Jamie Tucker

Family Council member, IDEAL Industries

Jamie Tucker is a fourth generation family shareholder of IDEAL Industries, Inc. headquartered in Sycamore, IL.  He is a member of the IDEAL Family Council and has been for the past five years.  He chairs the Family and Philanthropy Standing Committee and assists in the coordination of Family Camp, an annual family retreat.  Currently he is attending the Family Business Stewardship Institute at Loyola Family Business Center and is on the Family Business Network NextGen Planning Committee.  He is also preparing for a possible future role as Voting Trustee of the IDEAL Family Voting Trust.  His volunteer time is spent as treasurer of the Agriculture and Energy Resource Center as well as assisting at the local Habitat for Humanity Resource Reuse Store.  In addition, he is currently studying to receive his bachelor’s degrees in Hydrogeology/Geochemistry and Geology at Northland College.  Skiing, biking, and kayaking are some of his favorite outdoor activities.  He also plays violin in a quartet and in the local orchestra.  His home is located in Northwest Wisconsin with his 14 year-old-daughter Ayla, fiancé Courtney, and her three-year-old daughter, Emelea.  

Carrie Freeman

Carrie Freeman

Vice-Chair, The Freeman Company

Carrie is vice chair for The Freeman Company, the leading global provider of integrated experiential marketing solutions for conventions, meetings, expositions, exhibits and corporate events. Based in the company’s Dallas headquarters, Carrie shares leadership responsibility for the company with Joe Popolo, CEO.

Since joining the company in 1985 Carrie has held various positions in the company including sales, leadership and marketing. She was elected to the board of directors of Freeman’s parent entity as well as the Freeman Decorating Services, Inc. board of directors in 2004. Carrie also serves on the company’s Executive Committee.

Active in numerous professional and civic organizations, Carrie currently serves as Chair of Girls Inc. of Metropolitan Dallas and on the Board of Trustees for Conscious Capitalism Inc. and The Senior Source.  

In 2010, Carrie was recognized by the Dallas Business Journal as one of the top 25 industry leaders in the Dallas area. In 2013, Ernst & Young jointly awarded Carrie their Entrepreneur of the Year Award for the Southwest Area North region along with Don Freeman, Chairman and Joe Popolo, CEO.

She holds a bachelor’s degree in marketing and management from Baylor University and is recognized as an Outstanding Alumni of Baylor’s Hankamer School of Business.

Carrie is the third generation of her family to be actively involved in the family business. Her grandfather, D.S. “Buck” Freeman, founded the company, and her father, Don, is chairman. 

John D. Tallichet

John D. Tallichet

Chairman of the Board, Specialty Restaurants Corporation

Specialty Restaurants Corporation brings some high-flying concepts to the world of themed dining. Specialty Restaurants Corporation operates more than 20 themed restaurants in more than a dozen states, including several locations that pay tribute to WWII aviation history. Carrying names such as 94th Aero Squadron, the restaurants feature replica military airplanes and an interior resembling a French farmhouse. Specialty Restaurants' other dining spots include The Rusty Pelican, Baby Doe's, Shanghai Red's, and Castaway. The company also offers catering and banquet services. Former WWII bomber pilot and aviation history buff David Tallichet founded the company in 1958 with George Millay, the founder of SeaWorld theme parks.

SRC Development currently owns projects for mixed-use, commercial, residential, and industrial development in nine states and Baja, Mexico. SRC Development is headquartered in Anaheim, CA.

John D. Tallichet is Chairman of the Board of Specialty Restaurants Corporation and President of SRC Development. Mr. Tallichet is the son of the founder of SRC, the late David C. Tallichet. Mr. Tallichet served as Vice President of Real Estate and has held many operational positions including President of SRC. As President of SRC Development, Mr. Tallichet oversees the strategic planning of the Company's Real Estate Portfolio.

Mr. Tallichet is a graduate of the Marshall School of Business, University of Southern California and holds a dual MBA from both the Hass School of Business, of the University of California at Berkeley and Columbia Business School, Columbia University.

Elizabeth Rees

Elizabeth Rees

Founder, Chasing Paper

Elizabeth Rees is the founder of Chasing Paper, a stylish, removable wallpaper company. A graduate of Indiana University and The American University of Paris, Rees, who holds third generation leadership in her family’s printing business, Kubin-Nicholson, started Chasing Paper in 2013. Chasing Paper offers customers an affordable, fun way to transform spaces of all sizes. Available in a wide variety of colors and patterns, Chasing Paper’s “peel-and-stick” application makes it the perfect solution for any interior project. Manufactured in the United States (Milwaukee, WI), Chasing Paper is printed on a high-quality removable fabric, backed with a low tack adhesive and sold in panels measuring 2 feet by 4 feet.

Andrew D. Pitcairn

Andrew D. Pitcairn

Pitcairn Family Council Chair

Andrew Pitcairn, John’s Pitcairn’s great grandson, is a 4th generation member of the Harold Pitcairn Family line and is the current Pitcairn Family Council Chair. The Pitcairn Family Council was one of the first in the nation, established in 1982 as a platform for identifying family talent, educating family members about the operating business, identifying and implementing solutions for family connectedness and interfacing directors, management and owners, among other duties. Growing up in the small suburban town of Bryn Athyn and attending the community Swedenborg faith based school gave Andrew a spiritual sense that we are all here for a greater purpose and that to live life helping others was the highest calling one could achieve.  

After studying psychology at Temple University, Andrew entered the world as a small business owner and from 1999-2008 owned and operated two small businesses in the Philadelphia area. This proved to be invaluable in gathering real world experience and setting the path for the next chapter in his life.

As a Pitcairn Family member Andrew has spoken at many events, including Transitions, South Eastern Family Office Forum, Hamptons Family Office, New York State Society of Certified Public Accountants, Opal Financial, Delaware Family Business Center and the Private Asset Management Group.

In 2009 Andrew moved from a Family Council member to the Co-Chair position, and after one year he took over as Chair of the Board. In 2010 he became a committee advisory member of Pitcairn's Capital Committee, a member of the Governance Committee as well as Chair of the Nominating Committee. Recently Andrew completed a course from Cannon Financial for qualification to sit as Co-Trustee with Pitcairn Trust Company on Family Trusts. Andrew sits on the Board of Directors for Pitcairn as well as Chairman of the Board for LighTouch Medical.

Stephanie Brun de Pontet, PhD

Stephanie Brun de Pontet, PhD

Senior Consultant, Family Business Consulting Group

Stephanie Brun de Pontet, Ph.D., is a senior consultant of The Family Business Consulting Group. She specializes in advising family enterprises facing important transitions.  She has extensive experience working with sibling teams, and developing training programs to educate next generation family members.

A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on key aspects of this process, such as establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations.  Her work is driven by knowledge and experience from the fields of management, entrepreneurship and psychology.

In addition to her consulting work, Stephanie co-authored Building a Successful Business Board and Siblings and the Family Business two well-regarded, practical books published by Palgrave.  A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

Fluent in English and French, Stephanie has lived in Atlanta since 2005. Building on her passion for helping families, Stephanie serves on the Board of Kate’s Club, an Atlanta non-profit whose mission is to empower children and teens after the loss of a parent or a sibling.

Rhona E. Vogel

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Rhona E. Vogel is a CPA and investment advisor representative, and the CEO and founder of Vogel Consulting Group. Rhona began her career as an Internal Revenue Agent and soon after began her climb through the ranks at Arthur Andersen. In 1987 she was named one of Andersen's first female tax partners, where she led the Family Wealth Planning Group.

In 1993, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated services in tax and estate planning as well as unbiased investment advice. As a result, she formed Vogel Consulting - a truly independent multi-family office. Since inception, Vogel has been at the forefront of the growing multi-family office industry. Vogel Consulting has consistently been ranked as one of the top ten "toughest competitors" in Family Wealth Alliance's Multifamily Office Study and ranked by Bloomberg Markets Magazine in their listing entitled: "Top 50" Family Offices.

Rhona founded her firm around the concept of integration. She is passionate about her firm's customized approach and thinks and acts solely in her client's best interest, in the areas of investment planning, taxation, business operation, estate structuring, financial consulting and family education. Rhona is actively involved with many of the firm's largest client families and when she is not advising her clients, she's often speaking on topics ranging from family office best practices to future tax legislation and investment strategies.

Rhona gives of her time and expertise on the board of the Wisconsin Historical Foundation, and as a member of Marquette University's Board of Trustees. She is a member of the American Institute for Certified Public Accountants, Wisconsin Institute of Certified Accountants, and serves on the boards of several private family foundations.

Joshua Nacht

Joshua Nacht

Board Member, Bird Technologies

Joshua Nacht is an active member of two separate family-enterprises. He is a married-in, third-generation member of a 72-year old business based in Cleveland, Ohio. Bird Technologies manufactures radio-frequency power measurement and analysis devices for civil service, military, and wireless communications. Joshua currently serves as one of three family representatives on the Board of Directors (six independent directors). He served on the inaugural Family-Leadership Council from 2007-2011, and continues to promote education and development opportunities for the family. Joshua is also a second-generation owner of a real estate development and management company in Edwards, Colorado; two families from the original business partnership own the company jointly.

Joshua is currently earning his Ph.D. in Organizational Systems at Saybrook University, where is focus is on family-enterprise systems (graduation: May, 2015). Joshua is researching the role of the family champion: Rising generation leaders who act as catalysts in the family system to help sustain the family-ownership advantage. Joshua has spoken and presented at numerous family-enterprise conferences on a diversity of issues, and is currently involved developing course curriculum about next-generation leadership.

Joshua is a thoughtful and energetic person who is dedicated to contributing to the success of family-enterprises through his professional work.  In his personal life Joshua is a father of two children (age 6 and 8), and is happily married to his wife Alison. They are part of a thriving small-town community in Lyons, Colorado, and are founding members of a cooperative school. Joshua enjoys cooking, nature excursions, and is an avid skier and cyclist. 

Jonathan Flack

Jonathan Flack

Assurance Partner, PwC

Jonathan Flack is an assurance private company services partner in the Nashville office. He has extensive experience working with multibillion-dollar private, national and international family-owned companies. Jonathan leads engagements in the Southeast, including some of the nation's largest privately held companies as well as emerging and start-up companies. His experience includes multiple industries, such as distribution, retail, manufacturing, entertainment and media. Additionally, Jonathan spent seven years in the Carolinas working with large privately held businesses in the retail, distribution and manufacturing industries. Jonathan currently leads PwC US’s strategy for serving family-owned businesses as part of the Family Business Services segment. Jonathan supports other engagement teams for some of the nation’s largest family-owned business and has published thought leadership on family business issues. PwC’s Family Business Services provides a broad range of services, including strategy and growth, governance, planning for business transitions, managing private wealth and putting values and philanthropic vision into action. Jonathan and his wife, English, a pediatric cardiologist, live in Nashville with their daughters, Laney and Sadie.

Joe Schmieder

Joe Schmieder

Principal Consultant, The Family Business Consulting Group

Joe Schmieder is a Principal of the Family Business Consulting Group specializing in family business succession planning and strategic business planning. He is a strong advocate for incorporating innovation into family businesses, blending family and non-family execs into effective leadership teams, developing the next generation leaders, creating effective governance structures (boards of directors), and facilitating family meetings. Joe assists family-owned organizations increase their value through the careful guidance of family succession and the resolution of complex family business issues.

Prior to joining the Family Business Consulting Group, Joe spent over 25 years leading multi-generation family businesses as a non-family executive.  He served as Chief Operating Officer for Custer Workplace Interiors, an office furniture dealer with exclusive territory rights for Steelcase products. Joe successfully guided the family-owned dealership through the industry’s most severe downturn, working with the founder and his three sons, adjusting the organization, and diversifying product & service offerings to remain profitable and rebound with 20% growth. Prior to joining Custer, Joe served as Divisional President at Oliver Products Company, a 114-year-old family business serving the medical, food, and graphics markets. Joe was responsible for the global performance of the largest business unit. For most of his 19 years at Oliver Joe reported to the second-generation family chairman while leading the third generation in their career development.  The blended team of family and non-family executives, led by Joe, was able to achieve significant international results in both operational improvements and profitable business growth, all of which helped to unify the family business.

In addition to his consulting practice, Joe serves as an adjunct professor at Notre Dame University teaching Family Business Strategy courses.  He is the author of the book Innovation in the Family Business: Succeeding through Generations and numerous family business articles. He presents family business topics around the world.

Joe earned his Masters of International Management degree from Thunderbird Global School of International Management and a Bachelor of Science degree from Central Michigan University.

Joe serves on a number of family business and community boards, including: Burke E. Porter (Chair), Custer Workplace Interiors, Via Design (Treasurer), The Mayline Group, EJ, YPO-WPO, St. Mary’s Foundation and JDRF.

F. Douglas Raymond III

F. Douglas Raymond III

Partner, Drinker Biddle & Reath LLP

Doug Raymond has been a corporate lawyer for 25 years and has been consistently singled out as among the top lawyers in his field by Chambers USA, "Best Lawyers in America" and the Legal 500. He has been described as "an excellent advisor who stands out for his practical and solution-oriented advice" and praised for his "excellent business sense and problem-solving abilities." He has also been endorsed by Practical Law Company. Doug was formerly a Managing Partner of the firm and served as the chairman of its Corporate and Securities Practice Group for over 10 years, stepping down in 2010 to return to the full-time practice of law.

Much of Doug's work is transactionally focused - on mergers and acquisitions, securities offerings and joint ventures - and is driven by his relationships with his clients. Doug focuses on understanding his clients' businesses and industries, their objectives and how they want to achieve them, and he is dedicated to helping his clients accomplish their goals, effectively and efficiently.

Doug also works extensively on matters of corporate governance for both public and private companies, and advises boards of directors and special board committees across a range of challenges from conflicts of interest and changes in control, to corporate investigations and risk management assessment.

Following college, Doug worked as a commercial lender. After receiving his J.D. from the University of Pennsylvania Law School magna cum laude, Doug clerked for Judge Walter K. Stapleton on the United States Court of Appeals for the Third Circuit. Doug graduated from Harvard College with a degree in classics and is a member of the boards of directors of the Atwater Kent Museum and National Community Capital Advisors.

Lloyd E. Shefsky

Lloyd E. Shefsky

Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management

Lloyd Shefsky is Clinical Professor of Entrepreneurship, Founder and Co-director of the Center for Family Enterprises and Co-Founder of the Center for Executive Women at the Kellogg School of Management. Professor Shefsky has taught courses, lectured and spoken in China, Japan, Thailand, Canada, Israel and throughout the United States.

He has written professional articles on family business, entrepreneurship, and other related topics, and is the author of Entrepreneurs Are Made Not Born, published by McGraw-Hill and translated into seven languages.

Lloyd is a consultant, coach, mentor and advisor to family businesses and public companies controlled by families on matters including: establishing and improving corporate governance; developing and implementing succession of leadership, ownership, and voting power; creating fair bases and techniques for hiring and compensating family members; facilitating and encouraging enterprising activities within family enterprises; instituting philanthropic efforts and
selecting the most appropriate vehicles; and introducing courses, programs and events to educate, and develop relationships among family members. In addition, Professor Shefsky has co-founded several businesses and not-for-profit organizations.

Lloyd is also a coach, consultant and mentor to entrepreneurs. Over the years he has worked with hundreds of entrepreneurs, often from their earliest stages through expansions, public offerings, sales of the businesses, and in some cases succession to one or two additional generations of the founders' families.

Shefsky has received honors, including the 1995 Entrepreneur of the Year Award for his support of entrepreneurship from Ernst & Young and Merrill Lynch, the 2002 Civil Rights Award from the Anti-Defamation League, and the 1992 Award of Excellence from the Sports Lawyers Association.

Lloyd founded and is now Of Counsel to the Chicago law firm, Shefsky & Froelich Ltd. He received his JD from The Law School at the University of Chicago and is also a CPA.

Lloyd has a new book coming out this summer from McGraw-Hill: "INVENT, REINVENT, THRIVE: The Keys to Success for Any Start-Up, Entrepreneur or Family Business."

Dirk Jungé

Dirk Jungé

Chairman, Pitcairn

Dirk Jungé is chairman of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth-generation member of the Pitcairn family, he has served in numerous capacities, including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn's pioneering transition to a 100% open architecture investment platform.

Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. Widely recognized for his involvement in social and community affairs, he sits on a variety of philanthropic and corporate boards. He is also a member of the Family Firm Institute and a recipient of the FFI Barbara Hollander Award, recognizing his commitment and dedication to education and learning in the field of family business.

He received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.

Mark Haranzo

Mark Haranzo

Partner, Withers Bergman LLP

Mark Haranzo's practice at Withers Bergman is focused on domestic and international private client matters for affluent individuals and their families. He has more than twenty years experience in all aspects of estate and gift planning for individuals and families, many with complex multi-generational or multi-jurisdictional issues.  He regularly advises corporate and individual fiduciaries  and beneficiaries on all aspects of trust and estate administration.  He also represents clients in connection with disputes including Will and Trust contests, fiduciary appointments and contested accountings.

A former estate tax attorney with the Internal Revenue Service, Manhattan District, Mark has extensive experience handling tax audits of complex estates and substantial gifts.  He also counsels charitable organizations and advises individuals on philanthropic matters.

Shannon Zur

Shannon Zur

Family Office Director, Vogel Consulting

Shannon Zur is a Family Office Director for Vogel Consulting. For more than 15 years, she has worked as a certified public accountant and investment advisory representative, serving multigenerational families. As a Client Service Director, Shannon customizes comprehensive wealth management solutions for her client families. She integrates her process-oriented approach with her clients’ goals and implements tax, investment and estate planning solutions.
During her tenure at Vogel, Shannon has been instrumental in defining the firm’s workflow processes. She created the Strategic Operations Committee and currently manages Vogel’s investment operations. She has also held the titles of Investment Committee Co-Chair and Director of Practice Operations. 
Shannon began her career at M&I Northern Bank as an auditor. She joined Vogel Consulting in 1998 and through the years has worked to support, and now lead, many of the firm’s largest and most complex family relationships. Shannon graduated with honors from the University of Wisconsin-Oshkosh and holds a Bachelor of Science degree in both accounting and finance. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants.
Shannon is active in the Waukesha community as both a professional and a mother of two. She is a member of the Waukesha Noon Lioness Club, treasurer of the parent-teacher league and active in her church. A former competitive gymnast, she now enjoys judging local, state and regional gymnastics competitions.

Nancy Drozdow

Nancy Drozdow

Principal and Vice President, Center for Applied Research

Nancy is a CFAR founder, and leads the firm's family business practice as well as CFAR's Strategy group. Nancy is nationally known for her expertise as a thinking partner to leaders of owner-led firms, including family businesses. She understands the questions on these leaders' minds, and is skilled at helping them analyze and act on issues of risk, delegation, competition, continuity and exit. She blends quantitative analysis with qualitative insight, helping leaders understand and addresses both the concrete business challenges as well as the often "messy" emotional and internal issues that can cloud strategic vision. Nancy helps her clients test options and make hard choices, and work through the structures, processes, people and metrics that can stand in the way of productive action. She is a founder of the Family Firm Institute and an FFI Fellow, and served on the organization's original Board.

Nancy holds an MBA in Strategy from the Wharton School at the University of Pennsylvania, and is a member of CFAR's Board of Directors. CFAR is a private management consulting practice that was originally a research center inside the Wharton School. The firm serves clients worldwide from offices in Philadelphia and Boston, and works with leaders across a range of industries including family and owner-led businesses, hospitals and health systems, life science organizations, associations, financial services companies, foundations and higher education institutions.

Debbie Bing

Debbie Bing

Principal, CFAR

Debbie Bing is a member of CFAR’s next generation of leaders. She heads up CFAR’s Boston office and is a member of CFAR’s Board of Directors. She also co-leads the firm’s Family and Owner-Led Business practice group. Debbie’s specialty is helping family businesses and philanthropies create leadership, strategic, and continuity plans that bridge the interests of family, business (when an operating company is in the mix), and its owners, across generations. Debbie works with senior and next-generation family members to design governance structures and forums that engage family members, guided by shared goals for the entire family enterprise. Debbie views conflict as a useful starting point for a productive exchange about organizational priorities and performance. She helps business leaders and executive teams build collaborative approaches to their most pressing challenges, particularly when managing the multiple pressures of mission, performance, culture, competencies, and competition.

She is an experienced speaker and has presented to many owner-led and family business audiences, including the Family Firm Institute, the Council on Foundations Philanthropy Conference, and the International Society for the Psychoanalytic Study of Organizations (from which she won The Bridger Award in 2008 for her paper “Crowding Out the Space: The Weakness of a Strong Leader”). As a second-generation owner of CFAR, she draws on personal experience in working through the dilemmas of strategy and succession. Debbie holds a Master of Arts in International Law and Diplomacy from the Fletcher School at Tufts University.

Anna Nichols

Anna Nichols

Director of Communications, Altair Advisers LLC

Anna has more than 12 years’ experience of marketing, research and educational programming in the family wealth industry. Prior to joining Altair Advisers, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. In addition she has presented at numerous wealth management industry conferences, including the Schwab IMPACT Conference, the Family Firm Institute (FFI) International Conference, the Southeastern Family Office Forum and the Family Business Magazine Transitions Conference. 

Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association. 

Anna received a bachelor’s degree from Guilford College and an MBA from Fordham University. She lives in Evanston, IL with her husband and two children.

Bryant W. Seaman III

Bryant W. Seaman III

Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

Mr. Seaman is a Managing Director responsible for Bessemer's Private Asset Advisory Group, which includes Family Company Advisory, Real Estate Management and Advisory, Oil & Gas Advisory and Property and Casualty Insurance. Mr. Seaman also works closely with Legacy Planning to manage the delivery of Bessemer's expertise to family businesses held in trust.

While at Bessemer, Mr. Seaman served for several years on the Board of Directors of GeoResources, Inc. (NASDAQ: "GEOI"), an independent oil and gas company, where he was Chairman of the Compensation Committee and a member of the Nominating and Governance Committee. He also serves on the Boards of several private companies owned or controlled by Bessemer's clients.

Prior to joining Bessemer in 2005, Mr. Seaman was Head of International and a member of the Management Committee at the NYSE, Head of Large Cap Telecom and Media Investment Banking at Deutsche Banc Alex. Brown and Co-head of Global Corporate Finance at CSFB. He started his career practicing corporate and securities law at Sullivan & Cromwell.

Mr. Seaman earned an A.B. degree in Political Science with Distinction from Stanford University, and J.D. and M.B.A. degrees from Columbia University, where he was a Harlan Fiske Stone Scholar. He has been a member of the New York State Bar, the NASD International Advisory Committee and the National Committee for US-China Relations.

Michael R. Kiolbassa

Michael R. Kiolbassa

President, Kiolbassa Provision Company, Inc.

Kiolbassa Provision Company (KPC) is a family-owned and -operated sausage manufacturer based in San Antonio, TX. The company was founded by Rufus and Juanita Kiolbassa in 1949 as a meatpacking and sausage manufacturing company. In 1960, Rufus died of a brain tumor and his son, Robert Kiolbassa, dropped out of college to run the family business and grew it steadily, expanding the company’s product line and slaughtering operations significantly. In 1987, Robert’s son, Michael, joined the company and began a steady push to expand the company’s sausage brand outside of San Antonio. The Kiolbassa brand is now one of the largest sausage brands in the country, selling in over 35 states, Mexico and Puerto Rico. KPC currently has 180 team members and will produce approximately 15 million pounds of sausage this year.

Michael Kiolbassa began his career in the family sausage business in 1987 after a two-year period working in the commercial banking industry as a credit analyst. Since then, he has overseen the transformation of the family meat company from a small family business to one of the largest sausage manufacturers in the U.S. Michael holds a BBA in finance from Southern Methodist University and is a member of the Young Presidents Organization, Southwest Meat Association, Texas Association of Meat Processers, Greater San Antonio Chamber of Commerce and Christ Episcopal Church. He is married to his lovely wife, Nita, and has two almost grown children, Rusty and Claudia.

Creating a vibrant and sustainable culture is the cornerstone of the family’s long-term vision for the company and family. To help with this, Kiolbassa adopted Values Based Leadership (VBL) and Open Book Management (OBM) as the vehicles to help them instill this culture. Both VBL and OBM have been integrated into the company’s culture and are helping the company achieve impressive levels of engagement with its team members.  

Scott A. Winget

Scott A. Winget

Senior Managing Director,  Center for Wealth Impact, Ascent Private Capital Management

From the earliest years of his career, Scott has been a planner. Even at a young age, Scott was keeping a ledger to manage his own allowance money and to this day prides himself as the financial and social planner for trips and events with his friends and family.

Scott sees himself “organized and analytical” and takes great pride in helping families tackle complex financial situations with a mix of sophisticated planning and forensic sleuthing. “I find it very satisfying to take a detailed look at complex family arrangements and then to help families start to work together as a unit – setting aside old family dynamics and setting up new decision-making and wealth-transfer systems.”

Scott brings more than 20 years experience in the planning and financial-services industries to his position. Scott holds a J.D. from The Ohio State University Moritz College of Law and graduated cum laude from The Ohio State University with a B.S.B.A. degree in accounting and finance. He also has several years of previous experience as a CPA in public accounting. Scott is a frequent lecturer on wealth planning and has authored a number of white papers and articles on wealth-management topics.

Jill Shipley

Jill Shipley

Managing Director, Family Dynamics and Education, Abbot Downing

Jill Shipley is a managing director at Abbot Downing who strives to identify families’ wealth objectives and develop long range strategies critical to sustaining wealth over generations.   Jill, as part of Abbot Downing’s Family Dynamics and Education Practice, helps  families clarify family and individual values, enhance  communication, plan for transitions, engage in shared philanthropy and prepare heirs. Overall, she is focused on the preservation and continued development of  the qualitative aspects of a client family’s wealth.

Prior to joining Abbot Downing, Jill served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth. She pioneered the development of interactive educational programming and facilitated multigenerational family meetings focused on enhancing family cohesiveness, celebrating and capturing family legacy, and building family member competencies. Before GenSpring, Jill co-developed the country’s first academic major in Family Business at Stetson University  and was an adjunct professor teaching family business courses.

Jill was awarded the 2014 Family Wealth Report Award for being the Rising Star in the family wealth management industry. She is a noted speaker on the topic of family wealth and has been quoted in such publications as the Wall Street Journal, Barron’s Penta, Trust & Estate Magazine and Financial Advisor Magazine. Jill is certified as a meeting facilitator as a Creative Wealth International Coach and is qualified to administer the Myers Briggs Type Indicator. She earned her bachelor’s and master’s of Business Administration degrees from Stetson University. Jill, her husband and son make their home in West Palm Beach, Florida. 

Jack Wilder

Jack Wilder

Jack Wilder, President, Family Council, E. Ritter & Company

Jack Wilder is a fifth-generation family owner and President of the Family Council associated with E. Ritter & Company, an agriculture and communications family business in northeast Arkansas.  He first served as a member of the Family Council exploratory committee, and has remained a member since the council’s inception in 2008.  Over the last two years, the council has held two “Next Generation Summits”, with 20 next generation family members attending, and formed four new family committees.

Jack works for The Hershey Company as Marketing Manager, Global Chocolate Innovation on the Hershey’s and Reese’s brands.  He received his MBA from UNC Kenan-Flagler Business School, where he was a Dean’s Fellow.  Jack lives in Hershey, PA with his wife Audrey and one-year-old son Flynn.

Doug Pugliese

Doug Pugliese

Director, Wealth Transition Strategies, SEI Private Wealth Management

Douglas Pugliese is Director of Wealth Transition Strategies for SEI's Private Wealth Management business segment. In this role, Doug is responsible for assisting new and existing ultra-high-net-worth clients to evaluate optimal alternatives for monetizing their business holdings and other illiquid assets to create diversified, investible wealth. Doug joins the firm with more than 16 years of experience in financial advisory roles as a trusted senior advisor to CEOs, senior executives, and boards of directors.
Prior to joining SEI, Doug served as Executive Managing Director and Principal of the Northeast region for a valuation consulting and financial advisory firm. In this role, he was responsible for developing and driving business growth while managing the New York and Philadelphia offices.

Previously, Doug was a Managing Director in the Investment Banking Division at Bear, Stearns & Co. Inc. In this capacity, he developed and executed strategic merger & acquisition and financing transactions worth more than $12 billion while based in the firm's New York and London offices.

Doug has conducted business all over the world, having lived and worked for more than 10 years in Latin America, Europe, and Africa. He also served as an officer and pilot in the United States Navy. He holds a Bachelor of Arts in economics and Spanish literature from the University of Pennsylvania and a Master of Business Administration in finance from the Stern School of Business at New York University.

Tim Clemens

Tim Clemens

Team Member Care and Connection Manager, Clemens Food Group

Tim Clemens is the Team Member Care and Connection Manager for the Clemens Food Group.  Tim is a fourth-generation family member and has been employed with the Clemens Food Group for the past 29 years.  He began working for Hatfield Quality Meats, the family’s legacy business, in 1986.  Prior to his current role, Tim had the opportunity to work in all areas of the business including Operations, Quality Assurance, Consumer Relations, and Marketing and for the past 19 years in Human Resources.  As Team Member Care and Connection Manager, Tim helped to establish and now oversees the Company’s CFG Cares program.  This is a new journey that started a little over three years ago to help create a more caring, connected and engaged work environment for the Company’s Team Members.  In this role, Tim leads an internal Cares Team, manages a Chaplain’s program and EAP program and helps Team Members get connected with the Company’s Benevolent Fund and Adoption Assistance program.  His passion is to model and help sustain the Company’s Mission Statement that his great grandfather established so many years ago and what has kept their business successful for the past 120 years.

Tim is also active in the surrounding communities helping to coordinate volunteer service projects for their Team Members, as well as serving as a board member for the Roberto Clemente Charter School in Allentown, PA.  Past board experience includes serving his local Chamber of Commerce and his Church.  Tim received his bachelor’s degree in Business Administration from Bob Jones University and his master’s degree in Organizational Leadership from Philadelphia Biblical University.  He and his wife, Lorraine, have been married for 27 years and have three children, Tyler, Travis and Brandice.

Doug Baumoel

Doug Baumoel

Founder/President, Continuity Family Business Consulting

Doug Baumoel brings an extensive background in family business operations and executive management to his work with clients.  He served as a second-generation executive in his own family’s business and has held key executive positions in other family and non-family businesses.  He started businesses in both the US and Europe, and lived overseas for six years while founding and managing the European offices of his family’s business. He has applied more than 20 years of business experience in developing The Conflict Equation, a process for analyzing key variables of family business conflict. 

Doug’s expertise is in helping family businesses manage the inherent, and often extraordinary, conflicts of working or owning together, as well as to develop reliable succession plans and effective governance. 

Doug contributed the chapter on managing family business conflict to the legal reference, ‘Alternative Dispute Resolution Practice Guide’, published by Thomson West.  He is also the author of ‘The Stakeholder Map’, a core tool used by many family business consultants and educators to identify the roles, motivations and concerns of each stakeholder of the family enterprise.  He has also had several articles published in Family Business Magazine.  

Doug earned his MBA from the Wharton School and a BS in Engineering from Cornell University.  He is a dual certificate holder in both Family Business Advising and Family Wealth Advising from the Family Firm Institute and received his certificate in Civil Mediation from MCLE. He is a past president of the New England chapter of the Family Firm Institute and has been awarded status as an FFI Fellow for his commitment and contribution to the field of family business advising.  Doug was awarded Fellows status with the National Association of Corporate Directors and has completed the NACD Director Professionalism program.  Doug is also adjunct Professor of Family Business for the Endicott College MBA program.

Mike McKee

Mike McKee

President and CEO, McKee Foods

Mike is president and CEO of McKee Foods Corporation. McKee Foods is a manufacturer and marketer of branded sweet baked goods, cereals and grain-based snacks. The brands includeLittle Debbie® snacks, Sunbelt® snacks & cereals, and Heartland® and Fieldstone™ Bakery.McKee Foods is a family-owned and managed company founded by O.D. and Ruth McKee in 1934.

Mike is one of four third-generation McKee family members working in the business. His brother, Chris McKee, and cousins Debbie McKee-Fowler and Rusty McKee, also hold positions of leadership. Headquartered in Collegedale, Tenn., the company operates bakeries in Tennessee, Arkansas and Virginia, and also maintains a warehouse and distribution center in Arizona.

Molly Heaney

Molly Heaney

Co-Chair, Family Council Board, The J.M. Huber Company

The J.M. Huber Corporation was founded in 1883 by Joseph Maria Huber, and is in the fifth generation of family ownership, with sixth generation family members now joining the company.  It is one of the largest privately-owned companies in the United States, with revenues of $1.9 billion in 2013, and more than 4,000 employees in 20 countries around the world.  

Molly Heaney is a fifth generation member of the Huber Family.  Molly is currently serving as a co-chair of the Family Council Board (FCB), a member of the Education and Development (E&D) Committee, and a member of the Next Gen Committee. She is also serving as a non-voting director on the Huber Engineered Woods (HEW) Portfolio Management Company Board as part of the Family Director Development program.   In 2012 Molly also joined the Huber Family Office (HFO) as a Family Communication Advisor.  Her involvement in family governance, as well as her position at the HFO, has given her the valuable opportunity to understand the many facets of family governance and the many ways that the family and company can come together and learn from each other.  As a member of the 5th Generation she has and will continue to focus her energy on the development and integration of the 5th Gen and future generations into the Family Governance Process.

Donna E. Trammell

Donna E. Trammell

Managing Director and Director of Family Wealth Stewardship, Bessemer

Donna Trammell leads Bessemer’s initiatives with next generation education, family communication and governance. She works directly with client families on a range of issues, including tailoring financial education programs for family groups and individuals, facilitating family meetings, and helping families make decisions as a group. She shares the best practices and offers practical techniques gleaned from Bessemer’s work with multigenerational families.

Prior to that, Ms. Trammell led the marketing and communication program for Bessemer. In this role, she launched Bessemer’s next generation educational workshop and women’s wealth forums.

Prior to joining Bessemer in 2001, Ms. Trammell was Vice President of Marketing for the Private Wealth Management division of Goldman Sachs. In this role, she led the development of the marketing and communication plan for the firm’s first on-line wealth management offering.

Prior to that, Ms. Trammell served as Senior Account Director at BBDO Worldwide, overseeing the development and implementation of global advertising campaigns.

Ms. Trammell earned a B.S. in History and English from Colgate University.

Meghan Higney

Meghan Higney

Investor, The Tugboat Group

Meghan Higney is an investor and entrepreneur championing businesses built to last a lifetime and the people behind them. She began her career as an investment-banking analyst in the healthcare group at Credit Suisse. She went on to TA Associates, a growth equity fund with $18B in assets under management, where she was responsible for investment origination and transaction execution of profitable, fast-growth consumer and healthcare companies. Inspired by the fearless founders she interacted with during her time at TA, Meghan left to start a company of her own. She bootstrapped, a marketplace for personal shopping and the largest global personal online styling platform. 
In the early days of her entrepreneurial pursuit, she met Dave Whorton, the founder of The Tugboat Group, and discussed the founders she most admired. As it turned out, these purpose-driven leaders who didn’t want to sell to exit-oriented investors were the same entrepreneurs Dave had begun to praise. Evergreen values resonated with her deeply and immediately; she kept in touch with Dave while building and growing her company. After selling Ajent, they re-connected and Meghan leaped at the chance to join Dave in this Evergreen adventure. Meghan joined Tugboat to apply her investing and entrepreneurial experiences to building a new firm, philosophy and movement. 

William P. Amerine

William P. Amerine

Managing Director, Strategic Relationships Ascent Private Capital Management

Will Amerine has a drive to build dynamic and strong client relationships. This suits him well as the managing director of strategic relationships, for Ascent Private Capital Management. In his role, Will collaborates with national and regional teams to develop and expand new business opportunities and onboarding new clients. His responsibilities include enhancing the direct marketing efforts with intra-bank partners, providing a coaching and client development resource to wealth management consultants and cultivating external centers of influence and networking opportunities.

During his career in financial services and wealth management, Will has held increasingly responsible positions, most recently as the managing director of client experience with Ascent. Prior to joining U.S. Bank Will designed and grew the wealth management division of a highly successful boutique regional insurance agency, and worked with high-net-worth clients on retirement planning, risk management and buy-sell funding.

When it comes to providing the best experience for clients, Will believes in a combination of technical expertise and responsive, sincere client service. “We have comprehensive knowledge and experience in investments and sophisticated financial instruments. But I believe our detailed follow through is what allows us to deliver a personalized experience for our clients.”

Will earned an M.B.A. from Fisher College of Business at the Ohio State University and a bachelor’s degree in business and economics from Hendrix College in Conway, Arkansas.

Jay Mattie

Jay Mattie

Partner, Private Company Services US Clients' Leader, PwC

Jay Mattie serves as the US Clients Leader for the Private Company Services (PCS) practice.  In that role he is responsible for supporting and building relationships with large private companies across the US.  Jay previously served as the US Assurance Leader for the PCS practice and a member of the Firm's US Assurance Leadership for 8 years.  He continues to be based in Boston and serves several important family business clients in the Northeast market in the Retail, Consumer and Service sectors. 

Jay has been with PwC since 1981 and was admitted to the partnership in 1990.  During his tenure, he has focused on providing private growing companies with audit and business advisory services in the technology, services, retail and consumer and industrial products industries.  Jay has an array of experience working with family businesses in financing their business, international expansion, corporate governance, mergers and acquisitions, and internal controls.  Jay has assisted family owners as they seek liquidity options for their shareholders, consider generational transition, and plan for leadership succession.  He has a broad range of industry experience and has served clients ranging from large multi-nationals to partnerships and closely held private companies. 

Jay is an author of several publications and articles related to family business on topics including succession planning and governance. Jay is frequently quoted and is a speaker on topics important to family business.

Daisy Medici

Daisy Medici

Managing Director of Family Governance and Education, GenSpring

Daisy Medici joined GenSpring Family Offices in 2006 and is the managing director of governance and education. In addition to her primary role, Daisy manages GenSpring’s Women & Wealth Initiative, advises GenSpring’s executive committee and is a member of GenSpring’s leadership team. Daisy focuses much of her time on developing and administering GenSpring’s proprietary tools and processes designed to help families increase their chances of sustaining wealth over generations. Daisy leads a team of GenSpring professionals skilled in the non-investment components of these processes, who work alongside the firm’s advisers as they help client families identify wealth objectives and develop appropriate methods for governing their shared assets.

Daisy is a frequent speaker on the topic of family governance and all that effective governance involves. Among the many topics Daisy addresses are family communication, family conflict and recovering trust, non-investment risk management, the emotional impacts of wealth and the importance of family governance and family policies in sustaining wealth across generations. Daisy has been a contributing author for Families in Business and was recently published in Family Business Magazine.

Daisy brings to GenSpring Family Offices extensive experience in the family business space. Prior to joining the firm, Daisy was a partner at The Roseview Group, an investment banking and family business advisory firm, where she worked with client families and focused on new business development and marketing. Prior to Roseview, she was managing director of Genus Resources LLC, a business consultancy catering exclusively to the needs of family enterprises.

Daisy earned her graduate degree in communications management at Simmons College in Boston, MA. She has been an active member of the Family Firm Institute for many years and served twice as co-chair of FFI’s annual conference. Daisy currently co-chairs the program committee for FFI’s New England Chapter.

In addition to her career, Daisy’s main passion is her large, loving, gregarious family, who span the country from coast to coast. Daisy hails from a family who proudly spent five generations in the newspaper business.

Allison P. Shipley

Allison P. Shipley

Principal, Tax — Personal Financial Services Practice, PwC

Allison Shipley leads the Personal Financial Services (PFS) practice for PwC for the state of Florida. With 25 years of experience at PwC, Allison specializes in comprehensive planning for high-net-worth families, business owners and family offices. Her areas of expertise include income tax planning and compliance services, investment planning and wealth transfer solutions for both U.S. and foreign individuals. She is regularly quoted in news media, including the New York Times, Barron’s and Bloomberg. Allison has an MBA from the University of Virginia’s Darden Graduate School of Business (Charlottesville, VA) and a B.A. in Economics from Kenyon College (Gambier, OH). She holds the Certificate of Language and Civilization of French Studies from La Sorbonne University (Paris, France). Allison is also an Enrolled Agent, authorized to practice before the Internal Revenue Service. Allison is a member of the board of directors of the Miami Foundation and of Goodwill Industries of South Florida. Prior to joining the firm, Allison was an assistant vice president at Manufacturers Hanover Trust Co. in New York.

About This Conference

Transitions East 2015 is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

Who Should Attend

Attendance at this conference is strictly limited to owners, shareholders, family members and in-laws 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. At our last conference, approximately one third of attendees represented companies with revenues of under $25 million, one third of attendees had revenues of between $26 million and $300 million; and one third had revenues of over $300 million. And approximately a third of attendees were 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; 98.5% 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

Propose a Topic or Speaker

Contact Peter Begalla, Conference and Education Director, (386) 785-7856 or email

Advisers and Sponsors

Advisers to family companies may inquire about sponsorship opportunities. Contact Scott Chase at (301) 879-1613, or email

What Attendees Say About Transitions

"This is the most rewarding conference I've ever attended.  Everyone has been so candid, genuine and open,  Love that the tone is showing and not telling people what to do."

"I think this was the best run conference that I have ever attended.  So much value.  We will be back."

"Great interaction and sharing.  Brilliant!"

"This is my sixth transitions and I continue to learn priceless information and make valuable connections with other families."

"Very insightful conference, so many notes I can take back and implement ideas.  Great validation of what we are doing right and where we need to improve."

"Incredible experience with more opportunities than possible to soak up. Such a unique conference!"

"I was hoping to get the family to raise questions and their awareness. I did not expect to actually walk away with a healthy to do list--things we need to change or do.  Thank you!"

"Incredibly informative, efficient, and the most well-organized and intentionally designed conference I've attended."

"Transitions was an eye-opening experience to help our family business create the appropriate ownership and succession structure for the business to thrive into the 6th generation."

"My goal was to raise awareness within the family of how we could bring governance to the business to make it stronger. I had been receiving resistance to the idea and the family left inspired to start a more formal family council structure and create mission and values statements. Goal accomplished!" 

"It was wonderful being able to relate to all these families going through similar issues.  I learned a great deal and will be able to bring this knowledge back to my fellow G3 cousins."

"Great conference, especially in generating NextGen interest and development."

"Very relevant information in settings that were non-threatening with easy and open discussions."

"Thanks again for hosting a fabulous conference. My dad and I really got a lot out of it, from thinking about governance structures to new insights into executive compensation. For me, more than anything else it was nice to be in a room full of people who think about their businesses from a 'long-term' perspective. It's awfully hard to build anything substantial when your perspective is limited to 5-7 years...I look forward to attending many future Transitions conferences!

"This is truly a conference 'created for family companies by family companies' and, once again, we enjoyed some great, honest presentations by some outstanding family business members, non-family executives and family business experts."

"Great forum for discussion, sharing and learning that can be applied to both our family and our business."

"I was overwhelmed by the value I received from this conference. You did a phenomenal job."

"Very good networking and very good speakers. I was glad to have experienced this conference."

"This was my first family business conference and I met a lot of good people and gained a lot of ideas I can bring back to my family's business."

"Transitions was very enlightening and gave a broader perspective of what others are facing and how they have overcome similar challenges to the ones we face."


hyatt_300_01The Grand Hyatt Tampa is part of the family-controlled Hyatt hotel chain. 

Enter a haven for wildlife that is home to a freshly-redesigned, contemporary Tampa Bay hotel. Following a $16 million renovation, our guestrooms have been totally transformed to provide the perfect hideaway amid surroundings of unspoiled natural beauty. Egrets and herons seem oblivious to the pace around them as they roam the grounds of this 35-acre AAA Four Diamond luxury resort.  Perfectly located, the hotel is just minutes from the Florida airports, downtown Tampa Bay, beaches and more. Let your spirit soar at the most luxurious choice of Tampa Bay hotel resorts.

Special group rates have been secured for Transitions East 2015 attendees:

$189 plus 12% state and local taxes (Net, non-commissionable).  Includes complimentary internet in guest rooms.

Reservations may be made, modified or canceled online using this link. 

Reservations may also be made by calling (888) 421-1442 and referring to the group (Family Business Magazine) and meeting name (Transitions East 2015).

To earn the special conference rates, reservations must be made on or before the cut-off date of March 3, 2015. 

Cancelation of room reservations must be made 24 hours in advance of arrival.


Registration Information

Transitions East 2015 is currently sold out.  If any openings should occur, we’ll notify those who ask to be added to our waitlist in the order they were received. To be added to our waitlist, please fill out and submit the form here.

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

Past attendees of any Transitions Conference, or alumni of Stetson University, receive an additional 10% discount on their registration fees.

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 Family Business Magazine's extensive online archive of articles, organized by topic. 

Standard Pricing

Family Company Attendees
$1,750--First Attendee from your family company
$1,250--Each additional attendee (Age 30 and above)
$1,050--Each additional Next Generation attendee (age 29 or below)

For general questions on attendance or help with registration, please contact Justine Wood at (703) 850-5497.

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 Scott Chase at (301) 879-1613 for information on attending.

Registration price includes all conference materials, as well as breakfast, lunch and dinner on March 26, breakfast and lunch on March 27, and a welcome reception with buffet dinner on March 25, as well as refreshment breaks.

Registration contact:
Justine Wood
Program Manager
(703) 850-5497

Cancellation policy: All conference cancellations must be made in writing and sent to Justine Wood, Transitions Program Manager, 13631 Maidstone Lane, Potomac, MD 20854; faxed to (301) 987-0476 or emailed to 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 ten 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.

Conference Details

  • Program
  • About this Conference
  • Confirmed Speakers
  • Location and Hotel
  • Registration
  • Sponsors
  • Download the Brochure

  • Your Hosts

    Barbara SpectorBarbara Spector

    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 all-new revised edition of The Family Business Succession 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 RockCaro Rock

    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 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 father and brother are involved in the family business, which has ventured into additional related businesses.

    Peter Begalla

    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.


    Platinum Sponsor


    PWC is the Opening Reception Sponsor

    Gold Sponsors


    Bessemer Trust is the Dinner Sponsor


    Abbot Downing is a Lunch Sponsor 

    Vogel Consulting is a Lunch Sponsor


    Ascent is the sponsor of the Breakfasts

    Silver Sponsors



    Bronze Sponsors





    Supporting Sponsor

    Presented In Association With

Family Business Publishing Company • 1845 Walnut Street • Suite 900 • Philadelphia, PA 19103 • (800) 637-4464