Center for Private Company Excellence Seminar: Family Business Mini Conference

The Challenges of Succession & Transition

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

Agenda:

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

Moderator:

• Sally Derstine, Delaware Valley Family Business Center

Panelists:

• 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

Moderator:

• Mario Vicari, Kreischer Miller

Panelists:

• 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