Transitions West 2013 Agenda

15.00

Wednesday November

13, 2013

1:00-3:00 pm

Family Meetings (Optional)

For attending families bringing a large contingent of

non-attending family members. Guided by

an expert facilitator, the family will lay out key issues and opportunities,

which will be explored by the attending family members. Non-attending family members may participate

in the welcome reception and group dinner.

(Open to three families, first come-first served. Transitions will coordinate, provide meeting

space, refreshments and the facilitator, at cost.)

4:00 pm

Transitions 101 (Pre-conference

session)

A special

session for first time attendees and those wishing to brush up, focused on

family business basics, and strategies designed to maximize the value of the

conference. Key family business terms and strategies will be discussed.

Speakers:

Dan J. Agnew, President, The Agnew Company; Peter Begalla, Stetson University; David Shaw, Family Business Magazine; Dennis Jaffe, Saybrook University; Barbara Spector, Family Business Magazine

6:00 pm

Opening Session (Coronado Ballroom)

Keynote Speaker:

Deborah Marriott Harrison, Global Officer, Marriott Culture and Business Councils, Marriott International, Inc.

“The Marriott Family: History, Culture and Succession”

Keynote introduction and Q&A:

Tim O’Hara, Partner, PwC

7:00 pm

Welcome

reception and buffet dinner (Skyline Terrace)

Sponsored by PwC

Thursday November 14,

2013

8:00 am-8:45 am

Breakfast

8:45 am-9:00 am

Conference welcome

9:00 am-10:15 am Panel Conversation:

Know

Which Hat You’re Wearing

Family members can play many roles

within the family enterprise-shareholder, family member, family leader,

business leader, business employee.


Keeping these roles separated, and

clearly defined, can be a challenge-perhaps the fundamental challenge of a

successful multi-generational company. This

conversation will focus on how families have separated these key roles, and the

value they found in that separation.

Speakers:

Howdy S. Holmes, President & CEO, Chelsea Milling; Anne Eiting Klamar, President & CEO, Midmark Corporation; Joshua Nacht, Board Member, Bird Technologies

Conversation leader:

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

10:15 am-10:30 am

Networking Break

10:30 am-11:45 am Panel Conversation

:

Family Dynamics-Building Trust, Respect and Communication

Building trust, respect and clear communications within the

family is a key to avoiding misunderstandings and disputes which can threaten

the future of the family business, and the family itself. This conversation will focus on proven

strategies to build family cohesion and avoid disputes, and how to resolve disputes

should they arise.

Speakers:

Eric Allyn, Board Member, Welch Allyn; Harold L. Yoh, III, Chairman and CEO, Day & Zimmermann; Julianne Lundberg Stafford, Lundberg Family Farms

Conversation leader:

Arne Boudewyn, Managing Director–Family Dynamics, Education and Governance, Abbot Downing

11:45 am-12:00pm

Networking Break

12:00 pm-1:00 pm

Lunch and

table discussions

Sponsored by Abbot Downing

1:00 pm-2:00 pm

Focus Sessions

Breakout sessions by generational stage of the company. (Two sessions per generational stage)

G1/G2

Facilitators:

Jeff Ladouceur, Director, SEI Private Wealth Management; Nancy Drozdow, Principal and Vice President, Center for Applied Research

G3

Facilitators:

Justin M. Zamparelli, Partner, Withers Bergman LLP; Anna Nichols, Director of Communications, Altair Advisers LLC

G4+

Facilitators:

Dirk Jungé, Chairman, Pitcairn; Dennis T. Jaffe, Ph.D., Professor, Organizational Systems and Psychology, Saybrook University

2:00 pm-2:15 pm

Networking Break

2:15 pm-3:30 pm Panel Conversation:

Dealing

with Sensitive Family Issues

What

separates family businesses from other business types are the interpersonal

relationships that make issues of addiction, mental illness, unsuitability for

leadership and other problems potentially explosive and threatening to the future

of the family and of the family business.

Also, the role of wellness programs as a preventative.

Speakers:

Preston Root, President, Root Family Board of Directors; Dale Marquis, Founder and Chairman, and Matt Marquis, President, Invest West Financial Corporation and Pacifica Hotel Company, Frederic J. Marx, Partner, Hemenway & Barnes LLP

Conversation Leader:

Dana Telford, Consultant, Family Business Consulting Group

3:30 pm-4:00pm

Networking Break

4:00 pm-5:00 pm

Focus Sessions

Each focus session will feature 10-15 minutes of expert

presentation on the topic, and then facilitated discussion among attendee. Sessions selected in advance.

• Tax & Estate

  Jeff J. Saccacio, Partner, PwC
• Trusts
  
  & Ownership

  Laura K. Zeigler, Principal and Fiduciary Counsel, Bessemer Trust
• Wealth
  
  Management

  Anna Nichols, Director of Communications, Altair Advisers LLC
• Family Dynamics

  Arne Boudewyn, Managing Director–Family Dynamics, Education and Governance, Abbot Downing
• NextGen

  Greg McCann, Director, Stetson University’s Family Enterprise Center
• Married-Ins

  Michael S. Farrell, Managing Director, SEI Private Wealth Management
• Family
  
  Councils

  Justin M. Zamparelli, Partner, Withers Bergman LLP and Debbie Bing, Principal, CFAR
  

5:15 pm to 6:40 pm

Attendees’ choice

1)


Break

Take two

hours to relax and recharge.

2)


Family Get-Togethers

Get

together with your family members to discuss conference learnings.

3)


Individual pre-scheduled meetings

One-to-one

meetings with those who want to participate, scheduled in advance of the

conference.

4)


Special Interest Group Meetings

Meet with

fellow family members for discussion on issues facing:

• Family Council leaders and members
• Family Offices
• Next Gen
• Non-Family Executives
• Senior Generation

7:00 pm-10:00 pm

Group Dinners

Boathouse 1887 on the Bay or Brigantine Seafood Restaurant, as assigned; transportation provided.

Sponsored by Bessemer Trust

Friday November 15,

2013

8:00 am-8:30 am

Breakfast

8:30 am-9:45 am Panel Conversation:

From

Child to Owner: The Engaged Next Generation

The conversation will focus on what it takes for the next generation to be good owners, and what the family can do to foster a sense of stewardship; develop good relationships between the next generation and family members, employees and the community; and teach young family members to respect the mission of the family business and work toward its sustainability.

Speakers:

Phil Clemens, Chairman and CEO, The Clemens Family Corporation; Kareem Afzal, Vice President, Business Development Manager, PDC Machines; Timothy B. Hussey, President and CEO, Hussey Seating Company

Conversation leader:

Rhona E. Vogel, CEO and Founder, Vogel Consulting

9:45 am-10:00 am

Networking Break

10:00 am-11:15 am Panel Conversation:

Entrepreneurship, Investment and the

Dynamic Family Business

Deploying

family wealth in new and exciting ways both within and outside the founding

business. Investing family capital-new

thinking, new products and services.

Speakers:

Jason Pritzker, President & Co-Founder, Yapmo LLC; Warner King Babcock, Chairman and CEO, AM Private Enterprises, Inc.

Conversation Leaders:

Dirk Jungé, Chairman, Pitcairn

11:15 am-11:30 am

Networking Break

11:30 pm-12:15 pm

Closing Keynote Address

Phil Clemens, Chairman and CEO , The Clemens Family Corporation

“From Family Business to Business Family: How the Clemens Family Made the Transition”

12:15 pm-1:15 pm

Lunch and Networking

Sponsored by Vogel Consulting

1:00 pm to 2:00 pm

Family meeting follow-ups (optional)

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