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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 |
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.
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
2019 Sponsors and Partners
• Davis Kuelthau
• Morgan Stanley
• National Exchange
• SVA
• Vistage