Back to Events

Center for Private Company Excellence Seminar: Family Business Mini Conference

Thursday, January 1, 1970 8:00 am - 1:00 pm

The Challenges of Succession & Transition

October 30, 2015
8:00am to 1:00pm
Crowne Plaza
King of Prussia, PA


8:00 AM - 8:30 AM Registration and Networking

8:30 AM - 9:00 AM

Kreischer Miller Family Business Survey Highlights Family Business Governance Best Practices

  • Steven Staugaitis, Kreischer Miller
  • Sally Derstine, Delaware Valley Family Business Center

9:00 AM - 9:30 AM

Key Elements of a Senior Generation Financial Plan

  • Jeffrey Morrison, Kistler Tiffany Advisors

9:30 AM - 10:15 AM

Next Generation Leadership Panel


  • Sally Derstine, Delaware Valley Family Business Center


  • Keith Reilly, PrintMail Systems, Inc.
  • Shelbi Stoneback, Rodale, Inc.
  • Brandon McVaugh, Laboratory Testing, Inc.

10:15 AM - 10:30 AM

Break and Networking

10:30 AM - 11:00 AM

Family Business Transfer Channels

  • Steven Staugaitis, Kreischer Miller

11:00 AM - 12:00 PM

Family Business Leadership Panel


  • Mario Vicari, Kreischer Miller


  • Matthew Sullivan, Dunmore Corporation
  • Keith Brubacher, Brubacher Excavating, Inc.
  • Joseph Gallagher, Gallagher Fluid Seals, Inc.

12:00 PM - 1:00 PM

Lunch Keynote Presentation: ESOPs as Part of Your Family Business Transfer Strategy

Ken Baker, New Age Industries

Contact Us

We invite you to connect with us to discuss your needs and learn more about the Kreischer Miller difference.
Contact Us
You are using an unsupported version of Internet Explorer. To ensure security, performance, and full functionality, please upgrade to an up-to-date browser.