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    Our Speakers

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