MARCH 18-20, 2026 | THE VINOY RESORT & GOLF CLUB, ST. PETERSBURG, FL

The conference for family businesses working on succession, engagement and governance.

“I came last year and it just keeps getting better”
--Transitions Spring 2025 attendee

INCLUSION. OWNERSHIP. SHARED LEADERSHIP.

Every generation in a family business faces a moment of transition — the point where leadership, ownership and identity intersect. Transitions Spring 2026 will focus on how business families can create inclusive systems of governance and decision-making that honor both the individual and the collective.

This year’s program explores how families can restore balance between personal identity, family culture and business responsibilities — ensuring that everyone has a voice and a sense of belonging in the enterprise.

Through interactive sessions, case studies and candid conversations, participants will learn how to:
• Establish clear rules of shareholder engagement that build trust and accountability.
• Strengthen family and NextGen education to prepare future owners and leaders.
• Create or refine a family mission and values statement that unites generations and guides decision-making.
• Address the emotional and cultural challenges that arise as leadership and ownership evolve.

Join us to connect with families who are redefining what it means to lead together — and discover how inclusion, ownership and shared leadership can become the foundation for your family’s future success.

Back by popular demand!

Family Governance Fundamentals — Our 2.5-hour intensive to learn the basics of family governance, including how governance can help manage family disagreements, how governance needs change as your family and business grow, and how to determine boundaries between family and business governance.

The Compass Roundtable — A special 2.5-hour intensive session. Open to Family Business Compass members only. Learn more about Family Business Compass membership.

The Transitions conferences have been called by attendees “the best event our family has ever attended.” That’s because the conferences focus on the key issues facing all multi-generational family businesses, with the perspectives of experienced families. 

Here’s what attendees say:

“Learnings from Transitions have informed many of our steps as a family.”

“I can’t wait to share and put the things in place that I learned.”

“Transitions is always a highlight of the year. Love meeting other families!”

“Great to be able to reconnect, learn, grow, reflect and understand how family businesses work. Transitions is organized, thorough and well-executed!”

Register today for best rates!

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.

Networking with families like yours: Hosted networking, opening reception, dynamic seating 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, 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.

Questions? Please contact Alyssa Penecale at 215-405-6063