April 19-21, 2023 | The Vinoy Renaissance,  St. Petersburg, FL

THE NEW 3 CIRCLES: ENGAGEMENT, SUCCESSION, GOVERNANCE

 

YOUR QUESTIONS ANSWERED.
YOUR ISSUES ADDRESSED.

 

The success and sustainability of your family business depends on your ability to navigate 3 critical areas: engagement, succession, governance. 

At Transitions Spring 2023, we will tackle these thorny topics in a mix of sessions, panels, workshops and keynotes. Because these are the most common issues facing multi-generational family businesses, we invite you to join us – and other family business leaders -- as we explore how these 3 key areas intersect within successful and sustainable family businesses.

 

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. Our pre-conference survey will ask you to identify the topic you want to address, 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.

 

__________________________

 

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.”

Keynote Speakers

Carrie Freeman Parsons

Chair of the Board
The Freeman Company

Meghan Juday

Chairman
Ideal Industries
Speakers

Matt Binsfeld

President & CEO
J.F. Brennan Company

Julie Charlestein

President and CEO
Premier Dental Products Company

Tom White

Chairman, CEO
Haws Corporation

Peter Latta

Chairman & CEO
A. Duie Pyle, Inc.

Christie Lloyd Ernst

Executive VP of Property Management
Lloyd Companies

Preston Root

Fourth-Generation Steward
Root Glass Company

Eddie Priefert

President
Priefert Manufacturing

Kathy Porter

Assistant Vice President and Director of Shareholder Services
Lyles Diversified, Inc.

Jeffrey Young

Executive Vice President and Director of Sales
Young Electric Sign Company (YESCO)

Mike Otterman

CEO
Lodge Cast Iron

Chris Larson

Chair, Family Assembly and 4th Generation Shareholder
Ideal Industries

Thomas Epperson

President
InnerWill Leadership Institute

David Herritt

Head of Center for Family Legacy
Truist Wealth

Bryant Seaman III

Managing Director and Head of Private Asset Advisory
Bessemer Trust

Betsey Fortlouis

Director of Partnerships & Development
InnerWill Leadership Institute

Erica Peitler

CEO and Managing Partner
Leadership Rigor Virtual Academy

Brian Baum

Managing Director
Interchange Capital Partners

Shilpa Mirchandani

Senior Vice President, Family Dynamics Specialist
Wells Fargo Wealth & Investment Management

Doug Raymond

Partner
Faegre Drinker

Benjamin Persofsky

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

Debbie Bing

President and Principal
CFAR, Inc.

Eliza Orleans

Manager
CFAR, Inc.

Jacob Herschend

Principal
Brightstar

Dennis Jaffe

Senior Research Fellow
Wise Counsel Research

Andy Busser

President, Family Office
Pitcairn

Peter Begalla

Conference Chair
Family Business Magazine

Michael Drexler

Chief Strategy Officer and Managing Director
Brightstar

Tom Emigh

Senior Consultant
The Family Business Consulting Group

Jennifer Strom

Consultant
The Family Business Consulting Group

Danielle Valkner

Private, Family Office Leader, Partner
PwC

Belinda Sneddon

Private, Family Enterprises, Managing Director
PwC

Robin Mirianthopoulos

Vice President of Family Office Services
Maestro

Kylie Ruschioni

Partner
JDJ Family Office Services, Maestro

Kama Moseley

Senior Vice President, Private Risk Consultant
Lockton Companies

Quinn Damon

Senior Vice President, Producer
Lockton Companies

Travis Harms

Leader, Family Business Advisory Services Group
Mercer Capital

Shannon Zur

Family Office Director
Vogel Consulting

David Novick

Private, Family Enterprises, Managing Director
PwC

Ahmie Baum

CEO and Founder
Interchange Capital Partners

Brian Block

Partner
Freedom 3 Capital

Nick Heinz

Senior Vice President
Mercer Capital

Alex Kugar

Vice President, Finance
Gas N Wash

Bill Rock

President and CEO
MLR Holdings

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