*Please Note: Sample schedule shown here. Subject to change. 

D A Y   O N E

Opening Keynote Lunch

Family Owned Business

This session will take a look at the evolution of trust that occurs when a family owned and managed business transitions to a board with oversight by a non-family CEO.  Ruder will also share pivotal moments along the transition and his vision for the future including how family involvement will evolve.

Gun Ruder, President & CEO, S. Martinelli & Company

Gun Ruder, President & CEO, S. Martinelli & Company
Family Dynamics

Level-Up Your Marketing- What You Need to Know to Successfully Market Your Family Business

How do you investigate and discipline Uncle Bob (or any other member of a family business for that matter)?  A Case Study

Sophisticated Family Investments – Why, How and When to Incorporate Private Investments into Your Family Investment Portfolio 

Who’s Leading Your Business Unto the Next Decade?

Afternoon Keynote Presentation

Guidance on Family Transitions

Join Mary Andringa, Chair of Vermeer Corporation, a multi-generational family business with a global reach, as she shares the approaches they have taken to successfully guide their business transitions from one generation to the next. Mary will discuss specific steps they have taken and policies they have implemented to promote successful family, ownership and business transitions, and promote the family values across generations.

Mary Andringa, Chair of the Board, Vermeer Corporation

Mix & Mingle Happy Hour Reception

D A Y   T W O

Morning Keynote Presentations

Using Innovation to Sustain a Family Business

Using Innovation to Sustain a Family Business Since 1985 Sub Sea Systems has made the underwater world accessible to millions of people around the world through unique and “world’s first” products– from semi-submersibles, to helmet diving, solar-electric boats, underwater virtual reality and even an underwater vehicle powered by air bubbles. The company is owned and operated by two generations of family members who attribute their decades of international success to bold product innovation and a collaborative family dynamic.

Jim Mayfield, President & CEO
Hannah de Bie, VP Marketing & Communications
Kyle Mayfield, VP Production
Keenan Mayfield, Director of Sea TREK Operations
Moderator: Mark Haney, HaneyBiz
Family Dynamics
Succession Planning

A Road Map to Great Sales and Profits

How to Protect Your Family Business From Employment-Related Lawsuits

When Family Friction Catches Fire: Practical Advice for Avoiding Interfamily Litigation  

In It For the Long Haul: How Succession Readiness Keeps Family Businesses Strong 


Non-fiscal Retirement Planning: Are You Ready to Add former” to Your Title?  

Giving Back: Community Involvement Strategies from Philanthropy to Service 

Professionalizing Your Board 

Closing Keynote Presentation

The Morning Star Company: Building A Successful Family Business Without Hierarchy

The Morning Star Company has a 40-year history of growth, 30% of the California tomato processing market, and no managers. In this conversation with founder Chris Rufer and his son Todd Rufer, learn how this family business has incorporated a company culture of self-management. With moderator Chris Chediak, the Rufers will discuss how the self-management culture affects hiring, retention, leadership, and promotion, as well as the next generation of the family business.

Todd Rufer, The Morning Star Company
Doug Kirkpatrick, CEO, D’Artagnan Advisors
Moderator: Chris Chediak, Shareholder, Weintraub Tobin
Closing Reception: Meet the Experts