This is what your event will look like after going live
  • No notifications yet.
  • Edit Profile
  • Settings
  • Invite Friends
  • Sign Out
logo image
  • logo image
  • Home
  • Agenda
  • Help Desk
  • Sponsors
  • Speakers
  • Community
    • No notifications yet.
    • Edit Profile
    • Settings
    • Invite Friends
    • Sign Out

    Transitions Fall 2021

    November 3-5

    Family Business Reimagined.

    Transitions Fall 2021: A totally reimagined virtual event as we reimagine the family business

    Out of crisis comes the opportunity to reexamine and reimagine your family’s story and values, how you approach succession planning and conflict resolution, and how you look at your company’s impact on your family, employees, community and the future.

    Your Questions Answered and Your Issues Addressed

    What are some of the core issues that keep you up at night? We’ll be addressing these common themes in smaller peer group discussions where you and other families with similar issues and questions can work confidentiality on peer group-driven solutions, with the help of an experienced family business consultant. Learn directly from your peers and the experts in a more intimate setting.

    Dive Deeper Into the Conversations

    Selected panel sessions will move directly into smaller breakouts for deeper work on the topics that you wrestle with most.

    Real-time conference recaps, family spotlights and situational roleplays

    We’re creating a whole new online event for you this year! Think of it as virtual 2.0 … with live recaps, family portraits and real-life roleplay situations guided by family business experts who will offer observations and solutions.

    Join the Community

    Connect with other attendees before, during or after the live event directly on the event platform.

    Who Should Attend?

    Attendance 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.

    Our Speakers

    speaker image
    BP
    Bob Patton
    Leader
    Green Meadows Farm and advisor to the Patton Veterans Project
    speaker image
    RP
    Robert Pasin
    Chief Wagon Officer
    Radio Flyer
    speaker image
    CZ
    Cady Zildjian
    Vice Chair, Board of Directors
    Avedis Zildjian Company
    speaker image
    CG
    Chad Goodfellow
    4th generation shareholder and Chief Executive Officer
    Goodfellow Bros. LLC.
    speaker image
    SW
    Steve Weil
    3rd generation President & Chief Creative Officer
    Rockmount Ranch Wear Mfg. Co
    speaker image
    IM
    Ionnie McNeill
    Project Executive
    MCO Construction & Services, Inc.
    speaker image
    CL
    Chris Larson
    Chair, Family Assembly and 4th generation shareholder
    Ideal Industries
    speaker image
    DE
    Drew Everett
    Chairman
    Bush Brothers & Company
    speaker image
    GL
    Grant Lundberg
    Chief Executive Officer
    Lundberg Family Farms
    speaker image
    KP
    Kimberly Paxton-Hagner
    Third-generation Co-Owner and Board Chair
    Kwik Lok Corporation
    speaker image
    JJ
    John Aaron Jovaag
    Accounting Systems Analyst
    A. Duda & Sons, Inc
    speaker image
    LT
    Lorenzo Trefethen
    3rd generation wine maker
    Trefethen Family Vineyards
    speaker image
    TS
    Todd Schurz
    President and Chief Executive
    Schurz Communications, Inc.
    speaker image
    WG
    William Graebel
    Chairman of the Board and Chief Executive Officer
    Graebel Companies, Inc.,
    speaker image
    JH
    Jonn Herschend
    Education Chair and Owner’s Council Member
    Herschend Family Entertainment
    speaker image
    JF
    Jonathan Flack
    U.S. Family Enterprises and Business leader
    PwC
    speaker image
    BS
    Bryant Seaman III
    Managing Director and Head of Private Asset Advisory
    Bessemer Trust
    speaker image
    SW
    Sheri Wyatt
    Partner, ESG Partner and Trust Solutions Diversity Leader
    PwC
    speaker image
    BM
    Bertha Masuda
    Partner
    Compensation Advisory Partners LLC
    speaker image
    SS
    Susan Schroeder
    Partner
    Compensation Advisory Partners LLC
    speaker image
    JM
    Jean Meeks-Koch, Ph.D.
    Senior Consultant
    The Family Business Consulting Group
    speaker image
    MM
    Matthew Markatos
    Senior Vice President, Senior Client Advisor
    Whittier Trust
    speaker image
    DH
    David Herritt
    Head of Center for Family Legacy
    Truist Wealth
    speaker image
    TM
    Travis Moore
    Vice President , Portfolio Manager
    Whittier Trust
    speaker image
    HZ
    Han Wen Zhang
    Analyst
    Compensation Advisory Partners (CAP)
    speaker image
    JD
    Jessica Donahue
    Senior Managing Director
    Foundation Source
    speaker image
    EW
    Elizabeth Wong
    National Director of Philanthropic Advisory Services
    Foundation Source
    speaker image
    RH
    Robyn Hullihan
    Senior Philanthropic Director
    Foundation Source
    speaker image
    SZ
    Shannon Zur
    Family Office Director
    Vogel Consulting
    speaker image
    RV
    Rhona Vogel
    CEO and Founder
    Vogel Consulting.
    speaker image
    ME
    Maha Eltobgy
    Chief Sustainability Officer and Managing Director
    Brightstar
    speaker image
    ND
    Nancy Drozdow
    Founder/Principal
    CFAR, Inc.
    speaker image
    CW
    Caleb White
    Principal
    CFAR, Inc.
    speaker image
    AJ
    Agatha Johnson
    President and Founder
    WillKate
    speaker image
    MG
    Marybeth Gray
    Senior Vice President Health & Welfare Consulting
    Marsh & McLennan Agency
    speaker image
    SF
    Shelley Forsythe
    Director, Family Enterprise Planning
    BMO Family Office
    speaker image
    FG
    Frank Graziano
    US Personal Financial Services Leader
    PwC
    speaker image
    JS
    Jill Shipley
    Managing Director
    Tiedemann Advisors
    speaker image
    RJ
    Richard Joyner
    President
    Tolleson Wealth Management
    speaker image
    JN
    Joshua Nacht
    Senior Consultant
    The Family Business Consulting Group
    speaker image
    SG
    Shimon Greenspan
    Chief Financial Officer
    Westland Real Estate Group
    speaker image
    JS
    Julian Saltman
    Senior Historian
    Wells Fargo Bank
    speaker image
    SD
    Stephanie Duignan
    Senior Family Dynamics Consultant
    Wells Fargo Bank
    speaker image
    RE
    Robert Eccles
    Visiting Professor of Management Practice
    Saïd Business School, Oxford University
    speaker image
    JB
    Jason Block
    Partner & CIO
    Freedom 3 Capital
    speaker image
    BB
    Brian Block
    Partner
    Freedom 3 Capital
    speaker image
    BP
    Benjamin Persofsky
    Executive Director of the BBH Center for Family Business
    Brown Brothers Harriman
    speaker image
    AB
    Aaron Blazar
    Principal
    Freedom 3 Capital
    speaker image
    TS
    Todd Smith
    Principal
    CFAR, Inc.
    speaker image
    BS
    Brea Schmidt
    Senior Associate
    Freedom 3 Capital

    Hear what our attendees say:


    Our Sponsors

    Platinum
    Partner logo
    Gold
    Partner logo
    Gold
    Partner logo
    Gold
    Partner logo
    Gold
    Partner logo
    Gold
    Partner logo
    Silver
    Partner logo
    Silver
    Partner logo
    Silver
    Partner logo
    Silver
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Bronze
    Partner logo
    Supporting
    Partner logo
    Supporting
    Partner logo
    Supporting
    Partner logo

    DOWNLOAD OUR EVENT APP

    download app storedownload google play
Powered byBizzabo
Add to calendar: Google iCal Outlook Yahoo
Looking for your ticket?
Powered byBizzabo
Add to calendar: Google iCal Outlook Yahoo
Looking for your ticket?