November 4-6

Managing risk in Good Times and Bad

This year, Transitions Fall delivered a unique and engaging experience that offered the same learning, knowledge sharing and networking opportunities as our traditional in-person conference.

We’re excited that we are able to offer this new online program to you even after the live event has passed. If you would like to view our complete library of on-demand sessions and downloadable session materials, please register for access.

WHO SHOULD ATTEND/VIEW ON DEMAND

Attendance is limited to members, owners, senior executives (including non-family executives and non-family board members) or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses. Senior advisers to family businesses may attend only with family members.

Our Speakers

Aileen Miziolek

Consultant

The Family Business Consulting Group

Alison Hutchinson

Managing Director

Brown Brothers Harriman

Amy Wirtz

Family Business Advisor

The FBCG

Benjamin Persofsky

Executive Director of the BBH Center for Family Business

Brown Brothers Harriman & Co.

Bertha Masuda

Partner

Compensation Advisory Partners LLC

Bill Rock

President

MLR Media

Bret Snyder

Chair of the Board

W.L. Gore & Associates, Inc.

Brian Bissell

Senior Vice President and Client Advisor

Whittier Trust

Bryant Seaman III

Managing Director and Head of Private Asset Advisory

Bessemer Trust

Caleb Silsby

Chief Portfolio Manager

Whittier Trust

Chris Vernon

President/CEO, Vice Chair of Board of Directors

The Vernon Company

Craig Lloyd

Chairman of the Board

Lloyd Companies

Dana Telford

Principal Consultant

The Family Business Consulting Group

Danielle Valkner

US Family Office Leader

PwC

David Herritt

Head of GenSpring Family Office Services

GenSpring SunTrust Private Wealth

David Shaw

Publishing Director

MLR Media

Debbie Bing

President and Principal

CFAR

Elena West

CEO

The Ohio Art Company

Elvira Orza

Head of Business Development and Client Success

Trusted Family

Elyssa Kotzen, MPH

Co-Founder

New England Country Mart

Frank Graziano

US Personal Financial Services Leader

PwC

George Quarles

Owner and Rotating Family Director

Quarles Petroleum, Inc.

Howard (Howdy) Holmes

President and CEO

Chelsea Milling Company

Jeff Young

Sr. VP

YESCO

John Novak

Head of Investment Development and Capital Markets

Paine Schwartz Partners

Jon Moore

Regional Director and Partner

EP Wealth Advisors

Jonathan Flack

U.S. Family Enterprises and Business Leader

PWC

Kent Johnson

Chief Executive Officer,

Highlights for Children

Lauren Tracy

Sr. Business Development Manager

Dot Foods, Inc.

Lisa Daniel

Family Council and 5th Generation Spouse

Lodge Cast Iron

Marietta Lee

Executive Vice President, General Counsel, Corporate Secretary

The Lee Company

Micahl Wester

Director, Client Advisory Team

Tolleson Wealth Management

Michael Kiolbassa

President

Kiolbassa Smoked Meats

Nancy Drozdow

Founder/Principal

CFAR

Peter Begalla

Conference Chair

Family Business Magazine

Rhona Vogel

CEO and Founder

Vogel Consulting

Richard Joyner

President

Tolleson Wealth Management

Ross Born

CEO

Just Born Quality Confections

Shannon Zur

Family Office Director

Vogel Consulting

Stephanie Duignan

Senior Director, Institute for Family Culture

Abbot Downing

Susan Schroeder

Partner

Compensation Advisory Partners LLC

William P. Lauder

Executive Chairman

The Estée Lauder Companies

November 4-6

Managing risk in Good Times and Bad

Our Speakers

Sponsors