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D A Y   O N E  |  February 11, 2019

12 noon  |   O P E N I N G    K E Y N O T E    L U N C H 

Cindi Bigelow, President & CEO
Bigelow Tea

A Family’s Journey

2pm  |  A F T E R N O O N   B R E A K O U T   S E S S I O N S

BREAKOUT ONE | Are Two Heads Really Better Than One? Co-Leading A Family Business

BREAKOUT TWOTalent Development Strategies For 21st Century Leaders

BREAKOUT THREEManaging Family Dynamics When A Family Member Wants To Leave or Sell

3:30pm  |  A F T E R N O O N  K E Y N O T E

Lamberto Frescobaldi, President
Frescobaldi Toscana

Values & Principles of Responsible Ownership

4:30 pm  | E V E N I N G   R E C E P T I O N

D A Y   T W O  |  February 12, 2019


8:30am  |  M O R N I N G   K E Y N O T E   B R E A K F A S T

Andy Unanue, Managing Partner
AUA Private Equity Partners

From Family Business Owner to Family Business Investor: Insights from Both Sides of the Spectrum

10:15am  |  M O R N I N G   B R E A K O U T   S E S S I O N S

BREAKOUT FOUR When Two Rights Make A Wrong; Balancing Ethics Between Business and Family

BREAKOUT FIVE | Help, Hassle or Hindrance – The Role of the Board of Directors In Family Businesses

BREAKOUT SIX | Generational Transitions: I’m not my Mom or Dad, but I sure as hell can still lead!

11:30am  |  L U N C H   K E Y N O T E S

 Allie Taylor, PhDOrange Kiwi

What Lies Beneath: Why & How the Psychology of Business Owner(s) Can Make or Break Business Transitions


Suzanne Mansell, Wells Fargo

Provocative Peer Discussions: Getting to the Heart of the Matter of Succession & Transitions

2:15pm  |  A F T E R N O O N   B R E A K O U T   S E S S I O N S

BREAKOUT SEVENConflict: The “Frenemy” of Every Family Owned Business

BREAKOUT EIGHTTrump Tax Law: An Opportunity That May Not Last

BREAKOUT NINE | NEW for 2019: Fireside Chat with Special Guest Andy Unanue

3:30pm  |  C L O S I N G   K E Y N O T E S

Stan Van Vleck, President, Van Vleck Ranch & Partner, Downey Brand



Mark Friedman, President, Fulcrum Properties

Adaptive Planning: Frank Discussions for Tumultuous Times

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Please note: schedule subject to change.