November 2-4, 2022 | Marina del Rey Marriott, CA

WHAT COMES NEXT?

The Next Evolution of the Professional Family

The past 40 years have seen a growing emphasis on professionalizing the family business as well as the members of the family who own the business. You’ve professionalized your operations by hiring key non-family team members and upgrading your systems. You’ve professionalized the family with family councils and other governance structures...

So what comes next as you consider the legacy of your business and your family?

Understanding how a business family maintains its professionalism and momentum across generations will help you achieve your goals. We will tackle these issues and dig deep into Family Business 2.0. The next evolution of family enterprise is here, and this immersive conference will help you prepare.

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. You even get to select the topic you want to address most in our pre-conference questionnaire, 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.

 Who Should Attend?

Attendance is limited to owners, CEOs, directors, senior executives (including non-family executives and non-family board members) family council leaders or 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.

 

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Don’t just take out word for it!
See what our attendees say about Transitions...

"I always learn something new and meet new people experiencing the same things I am. I've never had a support network like this one."

"I thought it was a great idea to have no tech in the breakout sessions. It's amazing how much more engaging the sessions were when there's no slide deck; it was perfect for small groups like that."

"I was amazed at how open everyone was about sharing their stories. I got several ideas on dealing with the issues facing our family and our business. Very beneficial."

“Such an open environment — eye opening would be an understatement.  I look forward to coming back next year and bringing more family with me.”

SPEAKERS

Peter Mondavi, Jr.

Co-Proprietor
C. Mondavi & Family

Lucio Mondavi

4th-Generation Co-Owner
C. Mondavi & Family

Harry (Paddy) McNeely, III

CEO and Chair
The Meritex Company

Rose McNeely

Senior Investment Analyst
The Meritex Company

Lisa Quateman

CEO
Belldale LLC

Jeremy Greer

G4 Family Member
Belldale LLC

Brian Gardner

Non-Family Board Chair
Vermeer Corporation

Heather Falcone

Chief Executive Officer
ThermalVac Technology

Dennis Jaffe

Senior Research Fellow
Wise Counsel Research

Chad Goodfellow

4th-Generation Shareholder and Chief Executive Officer
Goodfellow Bros. LLC.

Bob Berryman

Owners Council Member
G. W. Williams Co.

Linda Neale

Board Member
Leupold & Stevens Inc.

Paul Bartelt

CEO and President
Vollrath Company LLC

Matt Marquis

CEO
Pacifica Hotels

Charlie Rhomberg

Education Committee Chair and Owners’ Committee Member
Crescent Electric Supply Company

Tom White

Chairman and CEO
Haws Corporation

Michael Dierberg

Chairman of FB Corporation; President
First Bank

Will Lyles

President / CEO
Lyles Diversified, Inc.

Prentiss Smith

6th Generation Family Member and Family Council Committee Member
Laird Norton Company

Peter Begalla

Conference Chair
Family Business Magazine

Belinda Sneddon

Private, Managing Director, Family Enterprise Advisory Services
PwC

Shannon Zur

Family Office Director
Vogel Consulting

Todd Smith

Principal
CFAR, Inc.

Bryant Seaman III

Managing Director and Head of Private Asset Advisory
Bessemer Trust

Susan Wells Jenevein

Managing Director, Philanthropy and Family Engagement
Tolleson Wealth Management

David Herritt

Head of Center for Family Legacy
Truist Wealth

Danielle Valkner

US Family Office Leader
PwC

David Novick

Private, Family Enterprises, Managing Director
PwC

Benjamin Persofsky

Executive Director of the BBH Center for Family Business,
Brown Brothers Harriman

Bertha Masuda

Partner
Compensation Advisory Partners LLC (CAP)

Susan Schroeder

Partner
Compensation Advisory Partners LLC (CAP)

Rebecca Zabel

Business Development Manager
Trusted Family

Elvira Orza

Head of the Americas
Trusted Family

Barbara Dartt

Principal Consultant
The Family Business Consulting Group

Jeremy Lurey

Consultant
The Family Business Consulting Group

Amy Cosper

Editor in Chief
Family Business Magazine

Bryan Foulger

Managing Partner
Foulger-Pratt

Erik Glover

Partner
Freedom 3 Capital

Bill Severn

Executive Vice President
BERKS Group/ News Press & Gazzette Co.

Bill Rock

President
MLR Holdings

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