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SPONSORS: SUPPORTING: PARTNERS: PRESENTED BY: 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. TRANSITIONING, SUSTAINED SUCCESS & LEGACY In this interactive session, company leaders will focus on implications around business management and growth, management teams, next generation leadership, tying in taxation, M&A, succession planning, transition & estate planning issues; exploring ideas around alignment, conflict, and dialogue. Panelists: Tim Ahern, owner/board member, BCI Burke Company, LLC Jake Hansen, principal, Jacsten Holdings Christine A. Specht, president and CEO, Cousins Subs BUILDING VALUE AND SHARING VALUES GROWTH, CULTURE & BUILDING VALUE In this session, the presenters will focus on the balance between building a strong culture, growing organically or through acquisitions, healthy family dynamics, the next generation and openness to change; building wealth and establishing company values; exploring ideas around cohesion, trust, leadership and more. Panelists: Kevin Honkamp, vice president, Hydrite Chemical Co. Amy Jablonka Nelson, owner - 3 rd generation and board of directors, Glenroy, Inc. Rick Schmidt, president and CEO, CG Schmidt Following this keynote presentation are three consecutive interactive sessions with CEO presentations and panel discussions. Fute Family Business Faith Family Business Legacy Institute, LLC June 4th Italian Conference Center 7:00AM - 11:30AM “AN UNCOMMON THREAD OF SUCCESS IN FAMILY BUSINESS” Keynote speaker: David Ransburg, Family Business Consulting Group, Inc., will lead the program. Mr. Ransburg has expertise in both business and psychology. He brings strong relationship skills, and has a broad-based experience in executive assessment, coaching and group facilitation. He is also a co-author of a research article on family business succession. BUILDING VALUE AND SHARING VALUES This panel will feature three of the region’s leading CEOs of family and closely held companies. They will share best business practices and experiences related to business growth; creating value through a positive culture and living by their company values. Panelists: Ted Balistreri, family co-owner, Sendik’s Food Markets Nan Gardetto, former family business owner, Baptista’s Bakery Inc. John Hunzinger, president, Hunzinger Construction Company RANSBURG AHERN HONKAMP BALISTRERI HANSEN SPECHT JABLONKA NELSON GARDETTO SCHMIDT HUNZINGER BIZTIMES.COM/FAMILY REGISTER TODAY! Spend a morning learning from family business owners and CEOS on topics ranging from culture, growth, transitioning, sustained success, and legacy. Each session will include leaders of local, family and closely-held businesses who will share their advice and experiences.

June 4th Italian Conference Center 7:00AM - 11:30AM ...wfbf.uwosh.edu/Documents/FamilyCloselyHeldBusinessSummit201… · SPONSORS: SUPPORTING: PARTNERS: PRESENTED BY: Join other family

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Page 1: June 4th Italian Conference Center 7:00AM - 11:30AM ...wfbf.uwosh.edu/Documents/FamilyCloselyHeldBusinessSummit201… · SPONSORS: SUPPORTING: PARTNERS: PRESENTED BY: Join other family

SPONSORS: SUPPORTING: PARTNERS:

PRESENTED BY:

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.

TRANSITIONING, SUSTAINED SUCCESS & LEGACYIn this interactive session, company leaders will focus on implications around business management and growth, management teams, next generation leadership, tying in taxation, M&A, succession planning, transition & estate planning issues; exploring ideas around alignment, conflict, and dialogue.

Panelists: Tim Ahern, owner/board member, BCI Burke Company, LLC Jake Hansen, principal, Jacsten Holdings Christine A. Specht, president and CEO, Cousins Subs

BUILDING VALUE AND SHARING VALUES

GROWTH, CULTURE & BUILDING VALUEIn this session, the presenters will focus on the balance between building a strong culture, growing organically or through acquisitions, healthy family dynamics, the next generation and openness to change; building wealth and establishing company values; exploring ideas around cohesion, trust, leadership and more.

Panelists: Kevin Honkamp, vice president, Hydrite Chemical Co. Amy Jablonka Nelson, owner - 3rd generation and board of directors, Glenroy, Inc. Rick Schmidt, president and CEO, CG Schmidt

Following this keynote presentation are three consecutive interactive sessions with CEO presentations and panel discussions.

Fut�e

Family

BusinessFaith

Fut�e

Family

BusinessFaith

Family BusinessLegacy Institute, LLC

June 4th Italian Conference Center 7:00AM - 11:30AM

“AN UNCOMMON THREAD OF SUCCESS IN FAMILY BUSINESS”Keynote speaker: David Ransburg, Family Business Consulting Group, Inc., will lead the program. Mr. Ransburg has expertise in both business and psychology. He brings strong relationship skills, and has a broad-based experience in executive assessment, coaching and group facilitation. He is also a co-author of a research article on family business succession.

BUILDING VALUE AND SHARING VALUESThis panel will feature three of the region’s leading CEOs of family and closely held companies. They will share best business practices and experiences related to business growth; creating value through a positive culture and living by their company values.

Panelists: Ted Balistreri, family co-owner, Sendik’s Food Markets Nan Gardetto, former family business owner, Baptista’s Bakery Inc. John Hunzinger, president, Hunzinger Construction Company

RANSBURG

AHERN

HONKAMP

BALISTRERI

HANSEN SPECHT

JABLONKA NELSON

GARDETTO

SCHMIDT

HUNZINGER

BIZTIMES.COM/FAMILY

REGISTER TODAY!

Spend a morning learning from family business owners and CEOS on topics ranging from culture, growth, transitioning, sustained success, and legacy. Each session will include leaders of local, family and closely-held businesses who will share their advice and experiences.