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Event Date | Wed Nov 1 EDT - Fri Nov 3 EDT (about 7 years ago) |
Location |
Coronado Island Marriott
2000 2nd St, Coronado, CA 92118, USA |
Region | Americas |
This conference is for family companies and enterprises of all sizes and ages.
Business family or family business? That’s no longer the question. The goal now is to nurture the family and steward the business concurrently.
Transitions West 2017 will address:
• The Impact of the Business on Family Identity
• The Board's Role in Balancing Family and Business Concerns
• Aligning the Strategies of the Family and the Business
• Leveraging the Strengths of the NextGen
• When to Think Family and When to Think Business
• Special Session: Fam Tank--NextGen Entrepreneurs Pitch Business Ideas to a Family Business Panel
Special Bonus: To extend and enhance conference learning, all attendees will receive a free one year's subscription to Family Business Magazine (or a one-year extension to their current subscription). Subscription includes access to Family Business' online archive of more than 800 articles, organized by topic.
We continually strive to enhance your conference experience:
• Smaller group sessions to facilitate discussion.
• Topic-based expert briefings to allow you and your family members to drill down more deeply into areas of specific interest or need.
• Some families bring family members who do not attend the conference itself. We've created the opportunity for these families to schedule a working family meeting prior to and after the conference, with a professional facilitator. (Limited space available, please contact Justine Wood at 703-850-5497 for details). Please note: our hotel room block allows families to book rooms before and after the conference, at our group rate, to extend the duration and value of your visit.
• Family Business Basics--a pre-conference session focused on key family business terms and ideas, and on how to get the most out of the conference itself.
Transitions features:
• 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.
• Special content and sessions for next-generation and married-in family members
• 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.
• Hosted family meetings: For attending families who want to meet before and after the conference, professionally facilitated. Limited availability.
2017 Speakers:
Heidi Vermeer-Quist
Board Member, Vermeer Corporation
Todd Simon
Senior Vice President, Omaha Steaks International, Inc.
Philip Clemens
Retired Chairman and CEO, The Clemens Family Corporation
Jackie Sheetz Foderaro
Family Council Member, Sheetz, Inc.
Martha C. Huber
Former Director, J.M. Huber Company
David W. Henderson
President and CEO, Samaritan Medical Center
Franklyn Augustus Butler II
Managing Director, Milo B. Butler & Sons Ltd.
Laura Gicela
Family Employee Engagement Liaison, Elkay Manufacturing Company
Elizabeth Rees
Founder, Chasing Paper
William Stacey Cowles
President, Cowles Company
Shimon Greenspan
CFO, Westland Real Estate Group
Austin Herschend
Family Council Chair, Herschend Family Entertainment
Alexandra Burton
Foundation and Event Planning Committee Member, Leupold & Stevens
Susanne Cambre
Chairman of the Board, The J. M. Burguières Co., Limited
Ashley Palm
Vice Chairman, SI Group
William J. Bill Kellogg
President, La Jolla Beach and Tennis Club
Scott Hunt
CEO, Hunt Brothers Pizza LLC
Jacob Gorman
Family Assembly Member, Power Construction
Betsy Johnson
Founder, SwimZip
Steve Lytle
Board Member, The Agnew Company
Yanne Root
Founder, Violent Little Machine Shop, Board Member, The Root Organization
2017 Sponsors:
PLATINUM:
• PwC
GOLD:
• Bessemer Trust
• Vogel Consulting
• Ascent Private Capital Consulting
• Abbot Downing
SILVER:
• The Family Business Consulting Group
• FBCG
• Brightwood
• CFAR
BRONZE:
• Continuity
• Northwestern Kellogg
• ELI
• Withers Bergman
• HPWP
SUPPORTING:
• Drexel Morgan Capital Advisers
• Mercer Capital