Family Business Transition Spring 2024 | Cvent | 17 April 2024 | Grand Hyatt Tampa Bay, 2900 Bayport Dr, Tampa, FL 33607, USA

This year, Transitions Spring will tackle the topic of change. Change is inevitable in any business, but in a family business, it's particularly important to manage change with sensitivity to family dynamics and relationships, and to prioritize the long-term success of the business as well as the well-being of the family. Join us as we explore concepts such as establishing a culture of adaptability, balancing tradition with innovation, and managing family conflict. We'll show you how to see change as an opportunity for growth and improvement and the key to long-term success.

Who Should Attend?

• Attendance is limited to owners, CEOs, directors, senior executives (including non-family executives and non-family board members) family council leaders, NextGens, shareholders or future shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. This conference is designed to facilitate conversation on important family issues among generations. Senior advisers to family businesses may attend only with family members.

Why Transitions?

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.

Peer groups:
• Attendees get the opportunity to engage in small working groups with an industry expert facilitating the session. This is a tech-free place for you to share stories, resources and experiences in a confidential environment with other family businesses. Our pre-conference survey will ask you to identify the topic you want to address, so you can be sure to get the most out of your experience

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 family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America's family businesses.

2024 Speakers

KEYNOTE SPEAKERS:

Duane Bergey
Chief Relationship Officer, Bergey’s Family Corporation

Glenda Bergey Leatherman
Project Manager/Shareholder Connections, Bergey's Inc.

Renita Bergey Shelly
Dealer, Bergey's Inc.

Joanna Bergey Shisler
Dealer, Bergey's Inc.

Laura Bergey Schmidt
Sales Representative, Bergey's Inc.

Erik Kesting
CEO, E. Ritter & Company

SPEAKERS:

Anne Klamar
Chair of the Board, Midmark

Jason Berstein
President, Nixon Medical

Paul Booth Jr.
President, Concentric Brands

Andrew Koenig
CEO, CITY Furniture

Rogan Donelly
Executive Chairman, Tervis

Katie Webb
Special Projects Manager, Big Creek Lumber

Scott Felsenthal
CEO, 4th Generation Family Member, Whitmor

Ed Patout
Board Chairman, M.A. Patout & Son Ltd. LLC

Marietta Lee
President, CEO, The Lee Company

Zachary Seely
Director, J.M. Huber Corporation

Dennis Jaffe
Senior Research Fellow, Wise Counsel Research

Peter Latta
Chairman, CEO, A. Duie Pyle, Inc.

Mayumi Allison
Chief Executive Officer, Hosa Technology

Karla Trotman
President, CEO, Electro Soft Inc.

Andrew Pitcairn
Family Council Chair, Director, Pitcairn

Shannon Zur
Family Office Director, Vogel Consulting

Benjamin Persofsky
Executive Director, BBH Center for Family Business, Brown Brothers Harriman

Bryant Seaman III
Managing Director, Head of Private Asset Advisory, Bessemer Trust

Peter Begalla
Conference Chair, Family Business Magazine

Bill Rock
President, CEO, MLR Holdings

Erica Peitler
CEO, Managing Partner, Leadership Rigor Virtual Academy

Angela Simmons
Director, Family Office Services, Trove

Kyle Ruschioni
Partner, Family Office Services, Trove

Kerrick Henderson
CFA, Private Wealth Advisor, Morgan Stanley Private Wealth Management

Kevin Michalzuk
Private Wealth Advisor, Morgan Stanley Private Wealth Management

Travis Harms
Leader, Family Business Advisory Services Group, Mercer Capital

Ahmie Baum
CEO, Founder, Interchange Capital Partners

Brian Baum
Managing Director, Interchange Capital Partners

Debbie Bing
President, Principal, CFAR, Inc.

Katelyn Husereau
Senior Manager, CFAR

David Savir
Co-Founder, CEO, Element Pointe Family Office

Kristopher Martin CFP
Senior Vice President, Wealth Advisor, Element Pointe Family Office

Olga Anderson
Relationship Manager, Trove

Betsey Fortlouis
Director, Partnerships & Development, InnerWill Leadership Institute

Robert Levy
Senior Vice President, Senior Portfolio Manager, Whittier Trust

Kimberly Frasca-Delaney
Senior Vice President, Client Advisor, Whittier Trust

Rhona Vogel
CEO, Founder, Vogel Consulting

Nicole Bettinger Zeidler
Consultant, Family Business Consulting Group

Oscar Paez
Consultant, Family Business Consulting Group

Aaron Chin
CEO, Organika

Jim McHugh
Director, Southworth International Group Inc., Kennebec Technologies

Jay Goetschius
Managing Director, Head of Florida, Pit cairn

Jennifer Proper
Managing Director, Wealth Strategies, Pitcairn

Belinda Sneddon
Private, Family Enterprises, Managing Director, PwC

David Novick
Private, Family Enterprises, Managing Director, PwC

Jonathan Flack
US Family Enterprises Leader, PWC

Kathryn George
Partner, Brown Brothers Harriman

William Lyons
Senior Vice President Director of Governance, Truist Wealth

Danielle Valkner
Advisory Partner, US Family Office Leader, PwC

2024 Sponsors

PLATINUM:
• PWC

GOLD:
• Innerwill Leadership Institute
• Vogel Consulting
• Bessember Trust

SILVER:
• Brown Brothers Harriman
• CFAR
• Element Pointe
• The Family Business Consulting Group

BRONZE:
• Interchange Capital Partners
• Leadership Rigor Virtual Academy
• Mercer Capital
• Pitcairn
• Morgan Stanley Private Wealth Management
• WhittierTrust
• Maestro Trove
• Relative Solutions

SUPPORTING:
• Family Enterprise USA
• Northwestern Kellogg