November 12, 2014
2:00 pm
Registration Opens
1-3 pm
Family Meetings
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.
Facilitator:
Dana Telford, Senior Consultant, Family Business Consulting Group
5:00-6:45 pm
Opening Session
Milestones-Using Anniversaries to Celebrate and Grow the Family Business
Celebrating a family business’s milestone anniversary is an exciting and fun way to develop family cohesion and vision, as well as an important tool for communicating family values and marketing your company to employees, vendors, partners and customers.
Speakers:
Sam Gault, President, Gault Energy & Stone; Luconda Dager, President, Velvet Ice Cream Company; Jamie Richardson, Vice President, Corporate Relations, White Castle Systems
Moderator:
Jeff J. Saccacio, Partner, PwC
Opening Keynote
Andrew C. Taylor, Executive Chairman, Enterprise Holdings
6:45-9:00 pm Welcome reception and dinner
Sponsored by PwC
November 13, 2014
7:30 am-4:00 pm Registration Open
7:30-8:30 am Breakfast
8:30-9:45 am
Passing the Torch: Planning a Transition of Ownership to the Next Generation
Members of the senior generation will offer their perspectives on an effective transition process: the delicate art of retiring, and preparing to give up control. The discussion will also address methods of transferring ownership, including buyouts, gifting, ESOPs, financing and trusts
Speaker:
Don Freeman, Chairman, Freeman; Jim Warjone, Chairman, Port Blakely Companies;
Steven High, Chairman, H.J. High Construction Company
Moderator:
Patricia M. Armstrong, Senior Director, Family Dynamics and Education, Abbot Downing
9:45-10:15 am
Networking Break
10:15-11:15 am
Focus Sessions
By number of family members within the family business (small, medium and large), with a case study for analysis and discussion. Case studies developed by Kellogg’s Center for Family Enterprises.
Session Facilitators:
Mark Haranzo, Partner, Withers Bergman LLP; Bryant Seaman III, Managing Director and Head of Private Asset Advisory Services, Bessemer Trust; Lloyd Shefsky, Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management; JoAnne Norton, Consultant, The Family Business Consulting Group; Dirk Jungé, Chairman, Pitcairn; Scott A. Winget, Senior Managing Director, Center for Wealth Impact, Ascent Private Capital Management
11:15-12:30 pm
Family Leadership Roles and Responsibilities
Family leadership-as opposed to running the business–is an important responsibility that is all too often undervalued. Some families recognize the key role of the family leader by compensating the family council chair. Others go so far as to elevate family leadership to a C-level position. This panel will look at families who have successfully used this approach with such titles as Chief Cultural Officer, Chief Family Officer, Chief Relationship Officer
Speakers:
John Reininger, Chief Relationship Officer, The Clemens Family Corporation; Barb Quasius, Treasurer and CFO, Windway Capital Corp.; Antonio Luis Ferré Rangel, Chief Operating Officer, Grupo Ferré Rangel
Moderator:
Rhona Vogel, CEO and Founder, Vogel Consulting
12:45-1:45 pm
Lunch and Table Discussions
Lunch sponsored by Abbot Downing
1:45-2:15 pm
Networking Break
2:15-3:30 pm
Raising Kids Successfully in a Successful Family Business
Raising kids in the successful family business is tricky. To succeed in whatever career they choose, young people must earn credibility. To succeed as future business owners, they must appreciate the legacy of the family business. To be well-adjusted individuals, they must understand the value of wealth. This panel will explore key developmental tasks, issues and successful approaches to raising healthy kids within the family business.
Speakers:
Michael Basore, President, TKM-Bengard Farms, Myles Basore, Next Generation; Henry Hunte II, Director and Family Council Chair, H.G. Fenton Company; Preston Root, President, Root Family Board of Directors, with Scenic Root.
Moderator:
Anna Nichols, Director of Communications, Altair Advisers LLC
3:30-3:45 pm
Networking Break
3:45-5:00 pm
Optional Sessions
Topic-based small group discussions: family councils, next generation family members, non-family executives, senior/managing generation, married-ins. Sign up for sessions available at the conference.
6:00-9:00 pm
Group Dinner
Family-Owned Killer Shrimp
Speaker:
Kevin Michaels, second generation owner, Killer Shrimp
Sponsored by Bessemer Trust
November 14, 2014
7:30-8:30 am
Breakfast
8:30-9:15 am
Keynote Address/Interview
Lou Gentine, Chairman, Sargento Foods, Inc.
Interviewer:
Nancy Drozdow, Principal and Vice President, CFAR
9:15-9:30 Networking Break
9:30-10:30 am
Focus Sessions
Creating a Family Social Media Policy–Dirk Jungé, Chairman, Pitcairn
Family Employment Policies and Compensation–David Guin, Partner, Withers Bergman LLP
From Business Owner to Family Enterprise, Debbie Bing, Principal, CFAR
Mentoring the Next Generation–Greg McCann, Professor, Stetson University
Communications, Conflict and Conciliation– Lloyd Shefsky, Founder and Co-Director, Center for Family Enterprises, Kellogg School of Management
Wealth Management–Martim de Arantes Oliveira, Regional Managing Director, San Francisco, Ascent Private Capital Management
Tax and Estate Issues–Kathy McManus, Tax Partner, PwC
Next Generation Roles in the Family Business–Shannon Zur, Family Office Director, Vogel Consulting
10:30-10:45 am
Networking Break
10:45 am-Noon
Creating the Successful Family Meeting
There are many paths to a successful family meeting. Each family must craft an agenda that meets the needs of the family and the enterprise. Panelists will share ideas on how to make your family meetings more robust, no matter how formal or informal your family meeting structure is today.
Speaker:
Jo Anne Allen, Trustee, DWA 1989 Family Trust; Nick Shepard, Communications Director, Smith Family Council, Menasha Corporation; Debbie Brown, Chairman of the Board, Laird Norton Company; Jeni Carriere-LaDuke, Family Council Member, Carriere Family Farms
Moderator:
Donna Trammell, Managing Director and Director of Family Wealth Stewardship, Bessemer
12:00-1:00 pm
Lunch
Sponsored by Vogel Consulting
1:00 pm
Family meeting follow-ups