Venue
Italian Community Center
Italian Community Center, 631 E Chicago St, Milwaukee, WI 53202, USA

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Event Date Thu Jun 13 CDT (over 5 years ago)
In your timezone (EST): Thu Jun 13 9:00am - Thu Jun 13 6:00pm
Location Italian Community Center
631 E Chicago St, Milwaukee, WI 53202, USA
Region Americas
Details

Join other family & closely held companies and learn how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.

We’re surrounded by inevitable changes, from AI to generational workforce shifts, but not all change is progress and sometimes knowing what shouldn’t change is more than half the battle.

Speakers

2019 Speakers

KEYNOTE SPEAKER:

David Zach
Futurist

SPEAKERS:

Dan Ariens
Chairman & CEO, Ariens Company

Paul Bartolotta
Chef & Co-Owner, The Bartolotta Restaurants

Keith Trafton
COO & Managing Partner, The Bartolotta Restaurants

Jerry Weidmann
President, Wisconsin Lift Truck, part of Wolter Group LLC

Nick Chiappetta
COO, Chiappetta Shoes

Tony Chiappetta
CEO, Chiappetta Shoes

ROUND TABLE SESSION LEADER:

Bill Edstrom, Jr.
Former family business owner, Shareholder, Avidity Sciences

Jake Hansen
Principal, Jacsten Holdings

Jay Koenitzer
Stockholder & board member, Helwig Carbon Products, Inc.

Sam Maglio
President, Maglio Companies

Jacqueline Messler
Trusts, Estates & Succession Planning Attorney, Davis|Kuelthau

Robert "Bob" Piekenbrock, Jr.
Founding Member, Schmid Family Council, Crescent Electric Supply Company

Patty Piekenbrock Reiman
Schmid Family Council Founding Member and Communications Director, Crescent Electric Supply Company

Jalin Phelps
VP of Field Operations, JCP Construction

Jalin Phelps
VP of Field Operations, JCP Construction

Maria Rupena Karczewski
President, Rupena’s Fine Foods

Richard Smith, M.S., P.E.
CEO and Owner, raSmith

Robyn Trester-Vaupel
President, Trester-Metropolitan

Q&A MODERATOR:

Dr. David Borst
Executive Director and COO, Family Business Leadership Partners

Sponsors & Partners

2019 Sponsors and Partners

• Davis Kuelthau
• Morgan Stanley
• National Exchange
• SVA
• Vistage