The Network of Family Businesses is pleased to have a vast array of internationally renowned speakers for the on-line interactive educational seminars. The list of speakers includes Family Business CEO's, Senior Leaders, Consultants, and Professors from Prominent Universities.
These experts have worked with family businesses of all sizes and families at different generational stages. These experts are on the frontline of helping to build family legacies.
All The Network of Family Businesses speakers have a passion for family businesses and are committed to their growth and development.
Jim Steiker - ESOP 101: What is an Employee Stock Ownership Plan? Is it right for a Family Business?
Jim Steiker - ESOP 101
SES Advisors, Inc.
James G. Steiker is Chairman and CEO of SES Advisors, Inc. and Founding Partner and Chairman of its sister law firm, Steiker, Greenapple & Croscut P.C.
Jim is a corporate, pension and tax attorney and financial advisor with more than 30 years of experience in Employee Stock Ownership Plans (ESOPs) and other employee ownership matters, focusing primarily on ESOP design, transactions and compliance in entrepreneurial companies.
Jim is the past Chair of the ESOP Association’s Advisory Committee on Finance and currently serves on the ESOP Association Board of Governors. He is also a past trustee of the Employee Ownership Foundation and a past member of the Board of Directors of the National Center for Employee Ownership. He is a frequent speaker and author on ESOP matters and serves as a director of nine ESOP companies.
Jim is a graduate of New York University School of Law, where he was a Root-Tilden-Snow Scholar, and of Wesleyan University.555 City Ave.,Suite 910 Bala Cynwyd, PA 19004
Dr. Alan Carsrud
Alan is Researcher Professor at Åbo Akademi University in Turku, Finland and Managing Director of Carsrud and Associates. He holds a B.A. (honors) with majors in Psychology and Sociology and minors in History and Anthropology from Texas Christian University (1968). His graduate degrees are a M.A. (1972) and a Ph.D. in Social Psychology (1974) from the University of New Hampshire. He completed post-doctoral work at The University of Texas at Austin in Applied Industrial Psychology.
Teaching and Research positions: Prior to Ryerson in 2009 he was Professor of Industrial & Systems Engineering, Professor of Hospitality Management, Clinical Professor of Management, and Founding Executive Director of the Eugenio Pino & Family Global Entrepreneurship Center at Florida International University in Miami. Until 2002 he was Senior Lecturer, Visiting Associate Professor, & Academic Coordinator of the Price Center for Entrepreneurial Studies at the Anderson School at UCLA and Senior Lecturer in Technology Entrepreneurship in Department of Electrical Engineering in the Henry Samueli School for Applied Sciences UCLA. At UCLA he founded The Family & Closely-held Business Program, the UCLA Venture Development Program and the UCLA Global Access Program. The latter two helped create new technology based ventures in Australia, Chile, Finland, France, Italy, Mexico, New Zealand, and the United States. He was the AMPI-DUBS Senior Research Fellow at Durham University Business School (UK). He has directed the graduate entrepreneurship programs at the University of Southern California and The University of Texas at Austin. He has taught graduate entrepreneurship and family business at Bond University (Australia), Pepperdine University (USA), Nanyang Technological University (Singapore), Anahuac University (Mexico City), the University of the Republic (Montevideo, Uruguay), and Australian Graduate School of Management (Sydney). He was a licensed Clinical Psychologist with Health Service Provider status in Texas for 20 years and served as Chief Psychologist for the Travis Unit of The Texas Department of Mental Health and Mental Retardation.
Professional Service: He has served on the boards of the Science Parks of Finland, the International Council for Small Business, the United States Association for Small Business & Entrepreneurship, the Family Enterprise Research Conference, and the Family Firm Institute where he is also a Fellow. He was on the start up team at People Express Airlines and Founding Director of CytoSignal, a biotech firm in California. He has helped to launch or grow over 200 technology firms world-wide, many of those in Finland. He was on the Board of Directors Stonefield Josephson Accountants (Los Angeles and San Francisco), HUB Capital Ltd. (Brisbane, Australia), Andean Mining Technologies (Santiago, Chile), and United Enterprise Fund (UEF) (New York City). He was Founding Associate Editor of Entrepreneurship and Regional Development and has served on the editorial boards of Entrepreneurship: Theory and Practice, International Journal of Techno-entrepreneurship, and Family Business Review. He is Associate Editor of the Journal of Small Business Management.
Professional Publications: He has co-authored, with Malin Brännback, four books Entrepreneurship (2007), Understanding the Entrepreneurial Mind: Inside the Black Box (2009), Understanding Family Businesses, Undiscovered Approaches, Unique perspectives, and Neglected Topics (in press, 2011 Springer Verlag) and two case book publications in SpringerBriefs in Business (2011): Family Firms in Transition: Case Studies on Succession, Inheritance, and Governance and Understanding Family Firms, Cases on the Management of Crises, Uncertainty and Change. He and Dr. Brännback have two new books in contract with Springer on firm growth (with Niklas Kiviluoto) and one in contract with Edward Edgar on methodology in entrepreneurship research. He has published over 180 peer reviewed articles and chapters on biotechnology, strategy, entrepreneurship, innovation systems, entrepreneurial cognitions & intentions, family business, clinical psychology, and social psychology. He has developed dozens of teaching cases and educational materials in family business, entrepreneurship and psychology. His management and psychology research has appeared in numerous journals including Journal of Business Venturing, Entrepreneurship: Theory & Practice, Entrepreneurship & Regional Development, Family Business Review, Journal of Small Business Management, Journal of Small Business Economics, Journal of Enterprising Culture, New Biotechnology, Screenings, VINE- Journal of Information and Knowledge Management Systems, Babson College Frontiers of Entrepreneurship Research, Journal of Applied Psychology, American Journal on Mental Deficiency, the American Psychologist, Journal of Social Psychology, British Journal of Mental Subnormality, Psychology and Aging, Teaching of Psychology, APA Monitor, Gerontology, Mental Retardation, Journal of Clinical Psychology, and the Journal of Consulting & Clinical Psychology.
His consulting clients have included IBM, the Government of the United States of America, Ernst and Young Accountants, the State of Texas, the Los Angeles Unified School District, the Austin Independent School District, The Finnish National Technology Agency (TEKES), The Government of the Republic of Palau, Queensland (AUS) Chamber of Commerce and Industry, Victoria (AUS) Chamber of Commerce and Industry, Anahuac University (MEX), Texas International Airlines (now United-Continental), IBM, and numerous family firms in Australia, Chile, India, Turkey, and the United States.
He has received numerous grants from national foundations and governmental agencies in the United States. He has received awards from the International Council for Small Business, the Family Firm Institute, the Family Enterprise Research Conference, Durham University (UK), Anahuac University (MEX), the Government of the Republic of Palau, The Society of the Sigma Xi (Scientific Research), Alpha Kappa Delta (Sociology), and Psi Chi (Psychology). He is a Certified Director by the UCLA/NASDAQ Director Institute.
T. Eric Blocher, CPA, ASA, CVA
Eric Blocher is a Principal with McKonly & Asbury with over 24 years of public accounting experience. He has oversight responsibilities for audits, reviews, and compilations for a wide range of service providers.
As the leader of our valuation team, Mr. Blocher has over 17 years of business valuation consulting experience. He has been instrumental in developing a successful valuation service providing valuation and litigation support services. He has valued more than 150 closely held businesses in various industries including: professional services, real estate, manufacturing, retail, food services, automotive dealerships, and others. Additionally, Mr. Blocher has developed focused industry knowledge providing business valuation services for Employee Stock Ownership Plans (ESOPS) and family limited partnerships.
Certified Public Accountant
Accredited Senior Appraiser
Certified Valuation Analyst
Professional & Community Involvement
Member of the American and Pennsylvania Institutes of Certified Public Accountants
Member of the PICPA’s Statewide Business Valuation Committee
Officer with the Pennsylvania East Chapter of the National Association of Certified Valuators and Analysts
Treasurer of the Eagle Foundation and Board Member of the Estate Planning Council for Central Pennsylvania
Awards & Recognitions
Honored by the National Association of Certified Valuators and Analysts and published in the Sample Reports Library, a training and research resource for CVAs across the country
Qualified multiple times as an expert witness in the field of Business Valuations
To contact Mr. Blocher:
Greg M. Lowe
Partner / Chief Operation Officer
Greg Lowe is Chief Operating Officer with McKonly & Asbury, overseeing the operational management of the firm. Most recently, he served as President of the IT services division of Intellimark/Technisource, a large national information systems consulting and outsourcing company, with over 600 employees and offices in multiple states. Under Mr. Lowe’s leadership, Intellimark/Technisource provided service to many of the region’s largest and most well-known companies and organizations. Prior to joining IntelliMark, Mr. Lowe held several leadership positions in sales and service with companies in the information technology and packaged foods industries.
Mr. Lowe oversees the operational management of the firm with the senior management team consisting of Information Technology, Marketing, Finance, Office Services, Human Resources, Recruiting, and Mergers and Acquisitions reporting directly to him. He has extensive experience in assisting clients to outsource professional services and achieve LEAN operations.
Professional & Community Involvement
Board President at Covenant Christian Academy
Active in the community, including coaching a varsity boys basketball team
Awards & Recognitions
Graduate of Leadership Harrisburg Area’s Executive Leadership Series
Received C_e_n_t_r_a_l_ _P_e_n_n_ _B_u_s_i_n_e_s_s_ _J_o_u_r_n_a_l_’s_ _“Forty Under 40” Award
To contact Mr. Lowe:
Aaron Aiken - Family Business and Private Equity – Liquidity and Transition
Hanover Partners, Inc.
Aaron Aiken is a Senior Associate in the San Francisco office. Prior to joining Hanover Partners, Mr. Aiken was a Portfolio Analyst with Baird Capital Partners, a middle-market private equity fund affiliated with Robert W. Baird, & Co. Previously, Mr. Aiken was an Analyst with LaSalle Capital Group, LP, a middle-market private equity fund, where he evaluated and executed numerous leveraged buyout opportunities. Mr. Aiken received a BA in History and Political Science, with a concentration in Economics from Northwestern University.
Emrich Stellar - Can A Business Exit Plan Make You Happy?
Emrich M. Stellar Jr., ChFC
Emrich is the owner of Stellar Advisor a financial services practice located in Bethlehem, PA. For more over 25 years Emrich and his team have been helping family business owners and individuals grow and transfer their wealth. Mr. Stellar specializes in the design, implementation, funding, communications and services of complex planning solutions for motivated clients.
Emrich has extensive experience in finding, developing, and networking the broadest range of solutions for client’s problems in the areas of Estate/Tax Planning, Business Owner Planning, Executive Compensation Strategies and Charitable planning solutions.
Mr. Stellar has been a speaker on the subjects of Estate Planning, Business Succession Planning, Executive Benefits plan design and Nonprofit Funding. Emrich earned his undergraduate degree from East Stroudsburg University and his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.
Emrich is a past president and Board Member of the Lehigh Valley Society of Financial Services Professionals. He is a member of the Lehigh Valley Estate Planning Council, the Historic Bethlehem Partnership, the Treasurer of the Lehigh County Authority Board, and a former Cub Master of Pack 199. In the 1990’s Emrich was publicly elected to two terms on the Lehigh County Board of Commissioner.
During his financial planning career with CIGNA, and Lincoln/Sagemark, Emrich has qualified for all of the development and production honors including the highest honor of Top of Council. Emrich is a Charter Member of an elite planner group within the Lincoln/Sagemark system known as The Resource Group™. This is a National network of approximately 200 advisors who share the value of collaboration to bring unprecedented capabilities to the marketplace all in an effort to solve client problems. Emrich’s top tier practice and network of advisors creates a unique planning source to help clients achieve their highest aspirations.
Wayne Rivers - The Top Nine Reasons Family Businesses Fail
Wayne Rivers is the co-founder and President of The Family Business Institute, Inc. He has authored three books on the subject of business families: The Top Nine Reasons Family Businesses Fail – And the Eight Building Blocks for Creating a SUSTAINABLE Closely Held Business, Prescriptions for a Healthy Family Business, and You Don’t Have To Die To Win – Success and Succession For Family Businesses. Wayne has appeared on the TODAY show, CNN, MSNBC, CNBC, "BusinessWeek: WEEKEND" and on the Retirement Living Network. He is also a Wall Street Journal Expert Panelist.
Wayne has been quoted on the subject of family and closely held businesses by The Wall Street Journal, Fortune, BusinessWeek, Entrepreneur, CFO, Family Business, The New York Times, Washington Post, and by other trade, local, regional, and national publications. He has written hundreds of articles for various magazines and trade publications and has produced an acclaimed newsletter, Family Advisor, for over 15 years. He has done workshops and lectures for Harley-Davidson, CCA Global, YPO, ACA International, Associated General Contractors of America, National Association of Plumbing, Heating & Cooling Contractors, American Council of Engineering Companies, American Academy of Estate Planning Attorneys, National Association of Industrial and Office Properties, Window and Door Manufacturers Association, National Funeral Directors Association, Association of Equipment Manufacturers, University of Pittsburgh, Wake Forest University, Virginia Tech, University of Hawaii Shidler School of Business, Babson College, UNC Asheville, Methodist College, and many others.
Wayne has also been honored as a Fellow of the Family Firm Institute with the designation of ACFBA – Advanced Certificate in Family Business Advising.
Gerard J. Donnellan, PhD - Ghosts and Secrets in the Family Business
i Gerry is an organizational consulting psychologist and family business advisor. He is trained as a Clinical Psychologist and Psychoanalyst.
He works with owners of closely-held businesses and senior level leaders on issues such as succession planning, development of senior management, and family business issues. He provides executive coaching and assessment for professional development.
He is an adjunct Professor at Boston College, where he teaches Organizational Behavior. He developed and introduced the first family business course in the MBA at Brandeis University International Business School. He has held university faculty appointments at Harvard Medical School and the City University of New York. He holds the Advanced Certificate in Family Business Advising by the Family Firm Institute (FFI) and is a Fellow of FFI. He is a frequent presenter at FFI conferences.
He is the founder of Big Leap, a company which utilizes innovative techniques for organization development in family businesses, public companies and non-profits.
His widely acclaimed book, Who Will Drive the Bus? Guidance for Developing Leaders in the Family Enterprise (on Amazon), is used by families and their businesses worldwide.
His other interests include acting in community theater productions. He speaks Spanish.
His granddaughters think he s the “Best Pop-Pop Ever.”
Contact: Gerard J. Donnellan, PhD 8 Minola Road Lexington, MA USA 02421
Eric M. Filippone
Eric M. Filippone is Vice President, Life Insurance for The Glatfelter Agency. He joined the firm in 2012.
Eric graduated with a bachelor’s degree in Accounting from LaSalle University and holds a Master of Science in Taxation from Philadelphia University. He has more than 20 years of combined experience in the accounting and Life & Annuity industry. He is a candidate for Certified Financial Planner at the American College.
His previous experience includes working in the tax department at PricewaterhouseCoopers, L.L.P. where he worked with a variety of clients in manufacturing, distribution, medical care and various non-profit organizations. Since 1997, he has been working with business owners in the areas of business succession planning, estate planning and non-qualified executive benefit plan implementation. He has also been responsible for marketing, technical and external sales support in Corporate Owned Life Insurance.
As a vice president of new business development at Karr Barth Associates, Inc., Eric’s focus was on the overall responsibility for proposal development, technical sales support, plan implementation and funding of non-qualified executive benefits for both public and private companies.
Eric resides in Glen Mills, Pennsylvania with his wife, Carmela and four daughters, Alessandra, Sophia, Isabella and Veronica.
The Glatfelter Agency is the local retail division of Glatfelter Insurance Group, with offices in the Susquehanna Commerce Center East in downtown York, Pennsylvania. The Glatfelter Agency is a full-service agency providing a wide array of commercial and personal insurance products, benefits packages, and risk management solutions to more than 6,300 clients in Central
Eric Filippone Vice President, Life Insurance The Glatfelter Agency
The Glatfelter Agency | 221 West Philadelphia Street | 400 E | York, PA 17401 |
Chris Fucci - Guiding A Family Business Through Change
Mr. Fucci began his professional career in his family’s real estate development company in 1974 as an entry level associate and reached the position of president and majority shareholder in the mid-1980s. Over the next 20 years he successful reorganized the family owned companies and sold them in 2000. Mr. Fucci is currently the President of Chris Fucci Associates/FarVision. Chris has consulted with a number of independent and family owned businesses, structured mergers and acquisitions and lead successful financial restructuring and business sales. As a licensed real estate broker in Vermont and New Hampshire he has held many prestigious positions including Chairperson of the Realtor Indoctrination and Ethics Committee and been elected to the prestigious Rutland County Board of Realtors Hall of Fame. He is currently on the Assembly of Overseers for Dartmouth Hitchcock Medical Center and a member of the Castleton College Gridiron Club. Chris received his BA cum laude from Boston College in Political Science.
Kiki McShane - Guiding A Family Business Through Change
Maureen “Kiki” McShane
Kiki is the President/Managing Director CFA/FarVision.
CFA/FarVision applies rigorous standards of integrity and hard work with clients to produce powerful results. CFA/FarVision adds value to ensure that “all parties benefit” from transactions in which they are engaged. As part of the CFA/ FarVision team, Kiki works with leaders of Entrepreneurial companies, helps design core business teams, facilitates the effective use of creative conflict and increases an organization’s capacity for healthy, planned growth. Thirty five years ago, Kiki began her career in business consulting and organizational development with the Adizes Institute in Santa Monica, CA and opened their office in Miami Fl. She then co-founded her own firm, Corporate Transitions, Inc. in Miami, FL. where she worked with numerous internationally renowned companies including Bank of America; San Francisco, CA; Woods Co, Carmel, Indiana; Williamson Auto Group Miami, FL; the Isla Oil Refinery in Curacao, N.A.; Precision Response Corporation, Miami FL; the Picotte Companies, Albany NY; Reliance Steel, Colchester, VT and the O’Brien Brothers Agency, S. Burlington, VT and several YPO chapters, facilitating their strategic planning retreats.
Ms. McShane received a BA cum laude, from Boston College in Spanish and Secondary Education and her MA from Texas A&M University, in Education/Psychology.
William F. Messinger - A Panel Discussion: Addictions and Substance Abuse in the Family Business
William F. Messinger
Attorney, Advisor and Counselor
As the architect and leading proponent of using family resources and influence to encourage compliance with treatment recommendations, Bill is pursuing his mission to improve recovery rates from alcohol and drug addiction. In 1998, he originated the concept of applying very successful treatment protocols for physicians and pilots to other groups and has written extensively on the use of leverage by families to improve outcomes for their loved ones.
Bill helps clients identify and implement winning strategies to combat alcohol and drug addiction in family members. He personally understands the complex relationships and emotional challenges families face when addressing addiction, since starting his own journey of recovery nearly two decades ago. He also educates families, their advisors and trustees about what works for successful intervention, treatment and continued sobriety.
Having grown up in a family business in Milwaukee, Bill graduated from Yale and the University of Minnesota Law School. His addiction counseling degree is from the Hazelden Graduate School of Addiction Studies.
Bill’s clinical and professional expertise focuses on the problem of sustaining recovery for those who experience limited external consequences from their addiction, as well as helping families understand how they can play a positive role in supporting recovery. He has written many articles on related topics, including the effective use of leverage, quality treatment for the affluent, building leverage into governance documents (trusts and ownership agreements) and addiction’s impact on wealth advisors and family offices.
Bill knows that addiction and other behavioral disorders are the major challenge for multi-generational families.
Rachel Landry - Why You Should Write Your Family Business History
She was praised by teachers as a talented essayist. She had hundreds of pen pals. She spent hours writing journal entries in the sanctuary of her tree house. But in those days, writing held little promise for a girl from a small Canadian fishing village.
Besides, Rachel Landry had other dreams. She came to Toronto in 1990, intent on success in film production, and accumulated an extensive list of Script Supervisor credits.
In 2007, seeking the freedom to be home with her daughter, and with the web now offering a limitless market, she called upon her lifelong passion for writing. Rachel has since been the author of short bios and profiles for hundreds of executives, artists and musicians, politicians, professional athletes, and celebrities.
One day, an email from B. M. Rankin Jr. graced her inbox, representing her first full-length biography assignment. She embraced this exciting opportunity, forever grateful for Mr. Rankin’s unwavering confidence in her.
Rachel has since completed a second biography and is currently engaged in three major projects, including two family business legacies, and a traditional family history. She continues to welcome inquiries from around the world and cherishes her gift of being able to help fascinating people tell their stories.
Paul S. Reback - Is It Possible To Keep Everyone Happy In A Family Business
Capital Estate Advisors
Paul S. Reback, President of Capital Estate Advisors, Inc. is a Registered Investment Advisor with over 30 years’ experience successfully serving clients in the financial services industry. He received his designation as a Certified Financial Planner from Adelphi University. He has been a guest lecturer at the American Institute of Certified Public Accountants and teaches continuing professional education courses for CPAs. Paul has appeared on various radio and television talk shows, including Bloomberg Television, speaking on finance, investment and estate and retirement planning. He has also given many public talks and seminars with attorneys, stress management experts and numerous other client advisors. He is a dynamic and entertaining speaker adept at making complex financial choices easily understandable. He enjoys helping people make sure they meet their goals and that they will never outlive their money.
Rochelle Lisner - How to Kick Fear to the Curb and Accelerate Business Growth
Dynamic Business Growth
Rochelle Lisner infuses her innovative sales training and interactive programs with the wisdom borne out of dealing with diverse industries, crisis management, multicultural clients and demanding customers. She helps corporations, family-owned businesses and entrepreneurs resolve their sales, internal communications and business growth headaches.
22 Years of success in the challenging world of corporate travel has given Rochelle a practical perspective in how to interact with high end clients, deliver customer service and manage long term retention. Long term clients have the greatest upsell potential.
Rochelle recognizes the fastest way to grow a business is through creating a motivating work environment and workforce, scaling key talent, effective sales and corporate systems. She develops distinctive approaches, which concentrate on the internal as well as the external aspects of the business and sales process.
As a bonus, on behalf of many of her clients, Rochelle facilitates relationships between them and members of her extensive, coveted contacts and connections resulting in some of the most robust and profitable collaborations.
And, no stranger to globetrotting, Rochelle has traveled extensively and has lived overseas. Though a fan of many destinations abroad, her preferred hotspots are Greece, Thailand and Italy.
For more information:
Ann Kinkade brings over two decades of business experience, working exclusively with business-owning families in a variety of contexts for the last 16 years.
In 2013, Ms. Kinkade launched Lucid Legacy Consulting. Her private practice includes advising family enterprises, facilitating family meetings, coaching one-on-one with executives who desire growth and change, and writing, speaking, and training on a variety of family enterprise topics to audiences of all sizes. In 2014, after 350 hours of training, she earned Certification as an Executive Coach.
Ms. Kinkade is committed to the family enterprise field as a vocation and has developed, presented, and led numerous conferences and educational seminars both domestically and internationally. Topics have included: governance, leadership, communication and conflict, succession, interpersonal and family relations, life stage development, and public policy/public image challenges faced by family firms.
She has been awarded the Family Firm Institute’s (FFI) Certificate in Family Business Advising, and is also recognized as an FFI Fellow. She has served on several family business and nonprofit boards, and has authored several articles that have been published in trade magazines, Fortune Small Business and The Wall Street Journal. Ms. Kinkade has been a guest on regional radio shows and has reviewed three published family business books and numerous published articles.
Ms. Kinkade’s prior work experience includes launching Family Enterprise USA (FEUSA), the nation’s first nonprofit, membership advocacy group dedicated to addressing family enterprise public image and public policy issues. As its founding CEO and President, she executed the nation’s first public policy survey of family firms and developed the first forum for family firms to convene in Washington D.C. with federally-elected policy makers, among other organizational initiatives.
Prior to this, Ms. Kinkade demonstrated her passion and commitment to the family enterprise field at the University of Wisconsin-Madison. There she successfully built a highly-regarded, university-based membership organization, and developed and taught the university’s first course in Family Enterprise Ownership.
- Masters of Business Administration, University of Wisconsin-Madison
- Bachelor’s of Arts, Psychology, University of Wisconsin-Madison
Amy M. Schuman - Establishing Core Values
Family Business Consulting Group
Amy Schuman, a principal of the Family Business Consulting Group, Inc. works with family businesses on leadership development, communication skills and team building. Her experience is centered on helping family members collaboratively create systems, structures and relationships to help them function as effective stewards of their enterprise.
Amy creates leadership and career development approaches tailored for sibling teams, young adults, teens and younger children in the next generation. She helps create conditions for successful generational transfers.
Amy was the founding facilitator of the Next Generation Leadership Institute, an intensive, two-year program for next generation family business leaders that is part of the Loyola University Chicago Family Business Center. In that capacity, from 1996 - 2006, Amy coached over 30 men and women to assume leadership positions in their family businesses. Amy also founded and facilitated Loyola's first Peer Advisory Group for women at Loyola and also taught group process and facilitation skills in Loyola's Family Business Communication Institute.
Amy is the author of Nurturing the Talent to Nurture the Legacy: Career Development in the Family Business and the co-author of A Woman's Place...:The Crucial Roles of Women in Family Business. She has presented at many university family business centers, the Family Firm Institute Conference and the Family Business Network meeting in Stockholm, Sweden. In July 1993 Amy participated with President Clinton on a panel describing "The Future of the American Workplace." For over 10 years, Amy was director, Organization Development for Fel-Pro, Inc., a well-known family-owned and operated global auto parts manufacturer. Amy has been an adjunct faculty member of the Lake Forest College Graduate School of Management and has taught at the University of Illinois, Chicago Campus, MBA program. Amy has a B.A. in Psychology from Oberlin College and earned her MBA at The Kellogg School of Management at Northwestern University.
Peter Roland - What A Family Office 'Is" And 'Is Not'
Canon Capital Investment Advisory
Managing Director, Canon Capital Wealth Management and Family Office Services
A founder and managing director of an integrated client focused financial services group consisting of a certified public Accounting firm, a wealth management firm, a payroll service company, and a computer solutions firm. Canon Capital Management Group has been serving their clients since 1987.
Peter serves as an independent fiduciary and places his clients’ best interest first and foremost. As a fiduciary he is able to utilize his financial experience to bring together and manage teams of individuals with the required talents and skills to best meet the needs of the client.
Specialized Services performed by Peter include:
** Investment fiduciary educational programs for charitable organizations as well as corporate boards and groups, retirement plan investment committees, CPA’s and attorneys.
** Retirement plan consulting and fiduciary governance
** CEFEX fiduciary assessments and certifications based on ISO standards
** Investment, tax, and financial management services for individuals and organizations
** Family Office Consulting
** Expert witness/consulting pertaining to financial and investment fiduciary matters
** Business consulting focused on managerial finance and accounting systems
Peter is proud to be a member of the team of professionals at Canon Capital Management Group, LLC, which provides integrated financial services and consulting delivered on a sincerely personal level.
Peter also serves as an Adjunct instructor in the Graduate Master of Business Administration program at DeSales University, teaching various finance and accounting courses.
Chuck Porter - What A Family Office 'Is" And 'Is Not'
Canon Capital Investment Advisory
Charles, better known as Chuck, has been with Canon Capital Investment Advisory since 2006. He is a Senior Investment Advisor who manages investment assets for high-net worth individuals and families, focusing on multi-generational wealth transfer and the transfer of legacy and values.
He is a graduate of Widener University, with a Bachelor of Science Degree in Business Administration – majoring in Economics while minoring in Accounting and Finance. In addition to required investment and insurance licensing, Chuck has completed formal education and training in fiduciary studies and is an AIF® - Accredited Investment Fiduciary. The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and application to the investment management process.
Chuck also holds a Certificate in Financial Management for the Family Office (CFMFO) from Pepperdine University, Graziadio School of Business and Management. The Certificate in Financial Management for the Family Office is a training program designed for family office management personnel, family members, individuals from affluent backgrounds, and advisors that work within the family office space. Program attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions.
Chuck and his wife Teresa have four sons – Brayden, Noah, Mason and Micah and they currently reside in Upper Salford Township, Pennsylvania.
Tom Hubler - Hubler for Business Families
In 1980, when Tom began his career as a family business consultant, he was one of the few professionals addressing family-owned business needs in the United States. Since then, he has played a major role in shaping the family business consultant field, from helping colleges establish family business institutes to working directly as family business consultant for hundreds of clients.
Today, Tom continues his long-standing dedication to helping families of wealth and family-owned businesses succeed. He helps families develop a shared vision for the family and for the business; identify individual talents; tackle any unspoken issues; and create individual and organizational strategies to ensure a personally and financially rewarding business. In addition, Tom assists families of wealth with the creation of a wealth preparation plan that ensures family values continue to emphasize a family culture of gratitude, philanthropy and purposeful living.
ACHIEVEMENTS AS A FAMILY BUSINESS CONSULTANT.
•Founding member and Fellow of the Family Firm Institute in Boston, a professional organization serving the needs of family-owned businesses
•A professional in residence at the University of St. Thomas (St. Paul, Minnesota) for ten years, Tom is a former adjunct instructor there, co-teaching a class in Family Business Management
RESPECTED SOURCE OF INFORMATION AND INSIGHT.
A nationally recognized expert on family business issues, Tom has made multiple appearances on NBC TV's Today Show. He has also been quoted in publications such as The New York Times, The Wall Street Journal, Business Week, Corporate Report, Nation's Business and Inc. Tom is an editorial board member of Family Business Review and has authored articles on success strategies for family businesses.
DEVELOPMENT OF A FAMILY BUSINESS CONSULTANT.
Tom developed many of his theories on family businesses and families of wealth while studying systems and organizational development as a Bush Leadership Fellow, and has taught at various universities. Today he lectures internationally on topics of interest to family businesses and families of wealth including:
Succeeding at Succession
The Power, Magic and Mystery of a Common Vision
Passion, Power and Purpose: Leadership and Career Planning for the Family Business
Understanding Legacy: Your Gift to the Future
Communication and Forgiveness: An Integral Force for Family Businesses
- Certified leadership and career coach from the Hudson Institute (Santa Barbara, California)
- Bush Leadership Fellow
- Family Firm Institute Fellow
A PERSONAL NOTE:
Tom tends bees and harvests the honey for family, friends and clients. His "Three Acre Wood" honey is noted for its mellow flavor and vibrant color. Tom also hosts an annual "Feast of St. Ambrose" talk on beekeeping, a popular program at the Minneapolis Rotary Club where he has been a member since 1986.
For Tom, the adage Do what you love and you'll never work another day in your life is particularly appropriate.
To work with the dean of family business consultants, email us, call us at 612.375.0640, or fill out our contact form.
Susan R. Schoenfeld, JD, LL.M., CPA, MBA
Wealth Legacy Advisors LLC
Susan is CEO and founder of Wealth Legacy Advisors LLC, which provides objective advice to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Philanthropy, Next Generation Coaching and Education, and Fiduciary. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on matters of generational wealth transfer, estate planning and education on the “personal issues of wealth”.
Previously, she was the Family Ambassador at the W Family Office, serving as the liaison between the single family office and its multi-national family members, and helping to engage and educate the next generation about their family wealth enterprise. Before that, she was Principal of Bessemer Trust for more than 14 years, where she helped high net worth individuals and families develop and implement generational wealth transfer planning strategies. She also created, developed and facilitated Bessemer's Women and Wealth Workshops, designed to explore personal aspects of wealth, which in turn inspired a series of Next Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised fund, and also headed Bessemer’s Northeast Region Trust Administration group.
Susan is a former Board Member of the New York Philanthropic Advisors Network (NYPAN), and is a member of the American Bar Association, New York State Bar Association, and the Association of the Bar of the City of New York.
She regularly speaks on family office and estate planning matters, including recent presentations for ivyFON, ALI-ABA, National Association of Estate Planners & Councils (NAEPC), Practising Law Institute (PLI), and the New York University Summer Institute in Taxation. She has chaired the Foundation for Accounting Education’s Family Office Conference, Estate Planning Conference, and Annual Tax Conference numerous times.
Susan will be writing a 2014 quarterly column in Family Office Review, and was also featured in the February 2013 issue of Family Office Review. Her article on Generation Skipping Transfer Tax was published in ALI-ABA Estate Planning Course Materials Journal (December 2010). She was extensively quoted in the Financial Times, March 25, 2008, Parents Must Put Children In The Know, By Ian Driscoll. She has authored numerous tax and estate planning articles published in professional journals, and wrote the Estate Planning column for Small Business Taxation magazine.
She is Chair of the Family Office Committee and past Chair of both the Estate Planning Committee and the Tax Division Oversight Committee of the New York State Society of Certified Public Accountants, and previously served as the Society’s Vice-President and on its Strategic Planning Task Force, Committee on Committee Operations and Awards Committee. Susan chaired the Estate Planning Committee of the Westchester Chapter of the NYS Society of CPAs; subsequently, she served as Chapter Officer and Executive Board member, and is past-President of that Chapter. She was awarded the Westchester Chapter President’s Appreciation Award, and has four times received the Westchester Chapter’s Appreciation Award.
In addition to her CPA, Susan was awarded an LL.M. (in Taxation) from NYU School of Law, a J.D. from Pace University School of Law, and BBA (summa cum laude) and MBA (with distinction) degrees in Accounting from Pace University.
Susan is volunteer Treasurer for the Broadway Training Center of Westchester, a not-for-profit performing arts school located in Hastings-on-Hudson, NY.
Jack Mitchell - Hug Your Family
Mitchells Family of Stores
Jack Mitchell is Chairman of the Mitchells Family of Stores (Mitchells/Richards/Marshs and Wilkes Bashford), a three-generation family business that operates men’s and women’s specialty stores in Connecticut, New York and California that are nationally renowned for their personal service touches and strong relationships. Jack himself has been recognized as one of the top ten retail visionaries of his time by the Daily News Record, one of the most widely read retail trade publications in the country.
After completing a B.A. at Wesleyan University in 1961 and an M.A. at the University of California-Berkeley, Jack joined the family business, Ed Mitchell, Inc., which was founded by his parents, Ed and Norma, and later became Mitchells of Westport. In 1995, Mitchells acquired Richards, the leading men’s clothing store in Greenwich, Connecticut, and in 2006, added Marshs of Huntington, Long Island, to the group. In December of 2009, they also proudly acquired Wilkes Bashford in San Francisco and Palo Alto, California.
Under his leadership, the Mitchells Family of Stores have become well known for employee engagement and longevity and providing exceptional customer service and high quality merchandise in an exciting, friendly, and visually dynamic atmosphere. Jack is an active leader on the floor listening and learning along side his brother Bill, wife Linda, his three sons and three nephews.
In 2003, Jack Mitchell launched a “second career” as a speaker and author. His first book, Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results, was a Wall Street Journal best seller and received rave reviews in the New York Times. In addition, it was endorsed by Warren Buffet on the cover with the following quote: “It’s a gem. I wish everyone at Berkshire would follow his advice – we would own the world.” In 2008, Jack published his second book, Hug Your People: The Proven Way to Hire, Inspire, and Recognize Your Employees to Achieve Remarkable Results where he illustrates a business blueprint to personalize relationships to drive success and achieve greater satisfaction at work.
Jack has become known as a passionate enthusiastic public speaker, keynoting at over 200 events for corporations including Morgan Stanley, Conde Nast, Payless, Nike, Starbucks, Wells Fargo, Luxottica and Harvard University addressing audiences of all sizes and reaching over 50,000 people globally with Hug Your Customers/Hug Your People presentations. Jack has appeared on The NBC Today Show, and Kudlow & Cramer TV show as well as numerous radio interviews and online and print articles. Jack has been quoted in national magazines as a customer service and management leadership expert. In April 2005, INC Magazine listed Jack as one of the 26 Entrepreneurs We Love.
Jack shares with his family a number of Community leadership Awards from the Anti-Defamation league, The Menswear Division of UJA-Federation of New York, and Sacred Heart University. Jack is on the Yale Cancer Board and is an Executive in Residence at the Columbia University School of Business.
Paul Cronin - Successfully Transitioning Out Of Your Family Business
Partner, Successful Transition Planning Institute (STPI) in Cambridge, MA
Paul Cronin brings over 25 years of professional experience in sales, management, consulting and entrepreneurship to STPI. In 2009 he began working with STPI’s founder, Jack Beauregard, and has been an integral part of transforming the small consultancy company into a major force in Transition Planning for Baby Boomers.
Paul’s background includes being part of the team that grew Eden Toys, a small NY-based toy manufacturer, into a $90 million company serving thousands of US retailers including TJX, Macy’s and Nordstrom. Paul was the owner of PFC Resources, a business acceleration consulting company focused on helping business owners expand new into new markets as well as a partner in two other consulting firms. Paul has participated in growing established and start-up businesses, having sold his most recent company in 2008.
Paul Cronin has also presented at the MIT Enterprise Forum, Northeastern University and Salem State University (MA) on issues of entrepreneurship, personal and business transition, running a successful business and business networking.
Terry Broach - Human Resources Primer For Family Businesses
SKM Associates LLC
Terry has over twenty years of a diversified and progressive human resources profession, which includes several years in a family-owned and operated business as a generalist, manager, organizational development leader, sales & customer service administration, along with other operational roles. Terry also served as Director of HR & Safety in a Pennsylvania long-term health care facility with multiple campuses.
Terry earned a B.A. in Theology from Cedarville University in Ohio, continuing onto Pennsylvania where he earned a Masters of Divinity from Biblical Theological Seminary. He immediately entered the full time ministry, which after three years he began to pursue his human resources career. Terry is currently completing his Masters of Science in Human Resources Development at Villanova University in Philadelphia
Aaron Moyer - Human Resources Primer For Family Businesses
SKM Associates LLC
Jeff is a principal of Blum & Savlov, LLP and consultant to family owned businesses, families who share significant assets and the advisors who serve them. He brings more than 25 years of unique experience in sales and marketing, business ownership, entrepreneurial endeavors and family dynamics training, along with a common sense style, to his consulting work with families. By integrating his diverse business background, extensive academic work and family dynamics/psychological training with his experience working in his family’s commercial printing business, Jeff helps enterprising families to balance family and business so both will thrive for many generations.
Having participated in his family’s business, Jeff understands first hand the challenges of balancing the interplay between family and business and the devastation that can befall an otherwise healthy business when this balance is not proactively managed. In the business Jeff’s family owned, a consultant was brought in to work with the family, facilitated a successful reorganization of the business and helped rebuild family relationships. This is one of the primary experiences which motivated Jeff’s career in family business/family wealth consulting.
Jeff holds a Master of Social Work degree from Rutgers University with specializations in group dynamics and family systems theory and has a post-graduate certification from the Institute for Psychoanalysis and Psychotherapy of New Jersey (now the Center for Psychoanalysis and Psychotherapy of NJ) where he is a member of the faculty. In addition, he has consulted with Fortune 500 companies such as Bristol-Myers Squibb, Johnson & Johnson and Schering Plough. He also devotes a portion of his time to performance enhancement with corporate executives and elite high school athletes.
Jeff received a Certificate in Family Business Advising from the Family Firm Institute (FFI), Boston, MA. Through membership in FFI, an international organization comprised of family business and family wealth advisors, consultants, educators and researchers, Jeff has access to the latest trends, developments, best practices and research in family business and family wealth consulting. Jeff is the founder of the Princeton Family Business Consultants Group - an interdisciplinary group of professionals serving enterprising families across the U.S. and convening to develop best practices.
Jeff lives in New Jersey with his wife and two children. He coaches youth sports and makes time for his lifelong passion – ice hockey. Jeff approaches his life and work with creativity and a sense of humor.
Jeff can be reached at:
Paul Karofsky, Founder/CEO and Father
Paul Karofsky is a graduate of Bowdoin College and Harvard Business School’s OPM Program. After 22 years, mostly as third generation CEO in his family’s distribution business, he sold the company and earned his Ed.M. from Harvard University focused on the psychosocial lives of families and intergenerational relationships. He is Executive Director Emeritus of Northeastern University’s Center for Family Business where he facilitated the Center’s Leadership Development Forum which was endowed and named in his honor.
Paul is a former member of the Board of Directors of the Family Firm Institute and holds a Certificate in Family Business Advising with Fellow Status. He is a recipient of the Institute’s Hollander Award and a member of the faculty of FFI’s Global Education Network. Also trained as a mediator, Paul was a peer reviewer for Harvard University Press, a monthly columnist for BusinessWeek Online and Case Study Editor of Nation’s Business and Families in Business. Married for forty-six years, he and his wife have two children and four grandchildren. He serves, internationally, as a consultant to families, businesses and educational institutions.
David Karofsky, President and Son
David Karofsky has over 20 years of experience coaching and consulting to individuals, families and companies to develop better cross team communication and build alignment among the senior management team. His client work is focused on executing the transition of ownership and leadership, professional development, conflict resolution, strategic planning and forming governance structures for family and closely-held businesses.
David is a graduate of Bowdoin College and received his Ed.M. in Counseling
Psychology from Boston University and his MBA from Northeastern University where he was awarded a full academic scholarship while working as a teaching assistant for undergraduate business courses.
The recipient of multiple achievement awards, David has been a guest speaker internationally and is a mentor to current and former MBA students at Northeastern University’s Graduate School of Business and serves on the Marketing Career Track Advisory Board. He is a founding member and former chair of the Boston chapter of the Young Presidents’ Organization’s Young Adult Forum, member of the Family Firm Institute and member of the Board of Directors of the John Andrew Mazie Memorial Foundation.
The Christman Group
Peter Christman is an experienced entrepreneur, corporate executive, coach and investment banker. After spending 25 years as an investment banker with other firms, Peter Christman founded The CHRISTMAN Group, LLC to provide middle market business owners with a comprehensive and integrated suite of services that simplify the exit planning process while maximizing the value of the client's business. The Christman Group mantra is that we want our clients to be SET for life.
During his 30+year career Pete has successfully sold more than 200 companies in a wide variety of industries. Transactions have ranged in size from several million dollars to over one hundred million dollars.
Peter was the co-founder of the Chicago office of a national middle market M&A firm where he continually earned that firm's Top Gun award, which recognizes the firm's most successful dealmakers.
Peter is also the co-founder of the Exit Planning Institute which educates business advisors on how to implement business owner exit planning into their practices. The Institute has developed its own proprietary certification program.
Peter is an entertaining and sought after public speaker who has given hundreds of presentations and seminars on the benefits of exit planning and the middle market mergers and acquisition process. He has also written articles on the importance of the exit planning process. He is the Co-Author of the book, The Ten Trillion Opportunity.
Before becoming a middle market investment banker, Pete spent 17 years in high-level marketing and management positions with both Ford Motor Company and Xerox Corporation. Pete is an active member of industry organizations such as ACG, AMAA, MBBI, TEI, TVC, and has served on many Boards of organizations and companies.
200 East Randolph
Chicago, IL 60601
Herbert K. Daroff, J.D. CFP
Financial Advisor Registered Representative New England Securities
200 Clarendon Street, 19th Floor
Boston, MA 02116
Herb is an attorney by education and very proud to be a financial advisor by profession. He heads up Estate and Business Planning for Baystate Financial Services in Boston where he provides custom case design and is also available on a consultation basis. He has been actively involved in the financial services industry since 1973. Herb is on the faculty at Bentley University in Waltham, MA.
Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979.
Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.
Herb’s creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.
Herb is contributing editor for LIFE & Health Advisor.
His areas of focus include:
-Family Business Continuity Planning
-Creative Incentives for Selected Key Executives -Voluntary vs. Involuntary Philanthropy
Why We Are and Who We Are
The American Bald Eagle has long been an impressive symbol of freedom. I’m particularly drawn to its power because of my heritage as a Native American.
Our organization’s name and business brand were developed in honor of my heritage and to express our philosophy that self leaders lift others higher.
One eagle by itself was not enough. Two eagles together illustrate the magnificence of connection. A self leader wants another to be successful in his or her own right. Even when leaders go in different directions, both can be lifted to soar in freedom.
I grew up on the Bad River Indian Reservation on the northern tip of Wisconsin. Most people call it God’s Country, and surely it is. The hunting and fishing on Lake Superior are outstanding; the clean, crisp air and water nurtured my soul. I moved to Charlotte in 1998 and was amazed by how warm the spring, summer, and fall months could be – quite a change from winters that last six months and temperatures that dip to 40 degrees below zero!
In 2003, after facing some difficult health issues, I decided it was time for me to make a change. I made a commitment to restore balance and fulfillment in my life and to pursue a career I was passionate about.
I had been attending advanced seminars and begun coaching for a national non-profit organization called Pathways to Successful Living. This amazing group of people is dedicated to helping others re-create their lives and achieve their dreams. Doing this kind of work energized me – I felt completely in my element. Pathways teaches individuals to achieve their personal and professional goals by stepping into their fears, taking risks and lifting others in the process. The wisdom of this message deeply resonated within me; sharing it became my passion. I looked to two highly-respected international organizations – Coaches Training Institute and Center for Creative Leadership – to receive additional training. Then I took a risk, spread my wings and started my own company.
Wingspan Coaching Corporation has been incredibly successful and the company continues to grow. Being an entrepreneur continues to provide healthy risks as an ongoing personal growth experience for me!
We have expanded our products and services to better serve our clients. We continue to support entrepreneurs and small businesses while we have evolved to partner with our clients in the Charlotte Regional Energy and Utility companies
Pamela Pacelli Cooper
Pam Pacelli Cooper, President, has thirty years experience as a family therapist and oral historian. Growing up with elders born between 1869 and 1925, she learned the power of stories to teach, sustain, and inform the future. Her life and work experience have combined to make her an avid researcher and highly skilled interviewer and storyteller.
Why We’re Here
Pam had a vision for a company that would bring her communication skills and Rob’s production experience together with our shared love of preserving history. She named it “Verissima” to describe how we work to bring your stories to life so vividly that anyone watching will feel they are in the midst of the story as it’s being told.
What We’ve Been Doing
For over ten years we’ve been documenting significant historical events, promoting the goals of organizations and companies, and preserving the stories of individuals, beloved places, families and family businesses…creating a correspondence with the future.
LISA GRAY has gained mastery in the impact that generational perspectives have on the decisions families make about all forms of their wealth. She consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on multi-generational success. Lisa has provided expertise and experience to the wealth management industry since 1988 and is the founder and managing member of graymatter Strategies LLC. She has a strong background both as a financial advisor and as a consultant on the intellectual, social, and human wealth of the family.
Based on her experience in working with families of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004. The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as a family of wealth as well as in decisions they make about their wealth.
Lisa is certified in a program designed to guide families in discovering their own solutions to the issues they face, helping families develop pathways that contribute significantly to their long-term success and helping them manage family crises. Her broad-based years of experience offer a singular approach to private family, financial institution, and wealth advisor education using generational differences as a foundation. She is a sought-after media resource for the wealth management industry on family advisory and family office-related matters.
She is a regular contributor to the Journal of Wealth Management, is a member of its Editorial Board, is a member of the CFA Institute’s Approved Speaker List, and a frequent speaker and author on family office, family governance, and wealth management topics. Lisa’s work has been cited by the Capgemini Merrill Lynch World Wealth Report (2005), Barclay’s (2007), and the Wharton Global Family Wealth Alliance (2008).
Lisa speaks all over the world and works with families of all cultures, particularly in Europe, the Middle East, and Asia. She is familiar with the particular challenges families face specifically from generational and cultural perspectives and is adept at guiding families toward the achievement of their goals within their desire to preserve cultural traditions.
Her first book, The New Family Office, first topped Euromoney Books’ best seller list in May 2010; and her new book, Generational Wealth Management: A Guide for Fostering Global Family Wealth, published October 2010, has also been on the best seller list. In this latest work, Lisa outlines a new approach to wealth management, the Generational Wealth Management Continuum.℠ The approach expands family wealth portfolios to include organic assets (intellectual, human, and social capacities) along with material and financial assets within a consummately integrated wealth management process. A second edition of The New Family Office will be published in 2012.
Bruce G. Clinton, MBA, RCC
Bruce G. Clinton is the founder of BusinessWise, LLC, an executive coaching and consulting firm, which specializes in helping entrepreneurial organizations solve the “people challenges” associated with growth and succession by installing timeless leadership processes to obtain and retain top producing talent at all levels of the organization. He is a co-founder of ASearch, LLC a retained search firm which takes a unique organizational development approach to find key people. Bruce is an expert in organizational leadership, management and development, having spent over thirty years as a consultant in the field. He has run many seminars in management / leadership skill development. He is a noted author and speaker who appeared on numerous national convention programs.
Prior to founding BusinessWise, Bruce was president of Organizational Development Associates, Inc., co-founder of Entrepreneurial Resource Group, Inc., and the founder of Entrepreneurial Leadership Councils dedicated to the development of peers who share the desire to build strong organizations. Bruce’s clients have included companies in all sectors of business and industry and many family-owned businesses in North America.
His consulting clients have included the following: human resource companies, insurance service companies, real estate brokerage and development companies, durable medical equipment distributors, manufacturers, as well as, professional practices and non profit organizations.
Recently, Bruce authored: “The Secrets of Building A Great Organization…what your lawyer or accountant CAN’T tell you!” He also is a contributing author with Stephen R. Covey, Dr. Tony Alessandra and Patricia Fripp in a book entitled: “Success Simplified…Simple Solutions Measurable Results.”
Early Background: After three years as an Air Force Officer, Bruce joined his father’s real estate firm. Looking for challenges beyond sales, he joined forces with a residential contractor where he became co-owner and president of a residential real estate company on the eastern shore of CT. He quickly grew that organization to three offices plus a new home sales staff with four managers and 32 sales associates. This organization went from zero market position to sixteen per cent of the market (second in market penetration behind a company that had been established twenty years earlier). He became the president of a land development company and vice president of a residential construction company. He formed a Limited Partnership, where he functioned as general partner and developed the largest luxury subdivision in the history of the CT shoreline, HeatherWood.
Bruce is a graduate of Hobart College with a dual major of Economics and Psychology. He has completed his MBA program at the University of New Haven, recipient of RCC and CBC (Registered Corporate Coach and Certified Business Coach) designations, served as a commissioned Air Force Officer, has been an incorporator of a bank and past President of the Madison Country Club. Bruce has served on the boards of various business and civic organizations. He is a past long term board member of The Cove, a non profit organization that helps children and their families through the loss of a loved one. He and his wife, Susan, have five children and eight grandchildren.
Dr. Michael A. Klein
Michael A. Klein has worked for more than 15 years in a variety of industries including healthcare, financial services, entertainment, pharmaceuticals, construction, education, publishing and private equity. He has consulted to family and non-family businesses, provided presentations and workshops, and advised hundreds of individuals. Michael has a doctorate in clinical psychology, and is a member of the American Psychological Association (APA) and the Society for Industrial and Organizational Psychology (SIOP). He lives with his family in Massachusetts where he works as a consultant, speaker, and researcher.
Dr. Richard McDaniel
Dr. McDaniel's dominant interest and career path have featured boardroom decision making and fiduciary risk management as the centerpiece. He is the primary creator of the discipline of Decision Accounting™ and the Ad Hoc Decision Audit™ Technology upon which it is based.
Previous to his work in corporate governance, Dr. McDaniel developed and adapted various behavioral technologies, including behavioral decision theory and decision analysis, for use in business practice. Earlier in his career, Dr. McDaniel was one of five inside advisors to, and representatives of, H.L. Hunt of Dallas (Hunt Oil Company) at a time when Mr. Hunt and J. Paul Getty were regarded as the two wealthiest men in the world. It was during his association with Mr. Hunt that he developed a profound interest in boardroom decision making. His past positions include: President and Chief Operating Officer of Mortgage Banc of Dallas; Regional General Sales Manager for Pulte Home Corporation in Dallas/Ft. Worth, where he supervised the sales and mortgage lending functions and subsequently developed the first Fannie Mae approved no down payment mortgage in the industry, in the early 80s, by reanalyzing FHA and VA foreclosure data according to different risk assessment criteria.
Dr. McDaniel graduated from Harvard College in 1969 and was nominated by Harvard for a Rhodes Scholarship. He subsequently earned a Ph.D. in experimental psychology from the University of Texas (Arlington), where he specialized in human judgment and complex decision-making under conditions of risk and uncertainty. His doctoral dissertation examined the previously unknown impact of information configuration on risk preferences for financial outcomes equivalent in expected value, but differing in variance, skewness, kurtosis or other central moments of the distribution.
Dr. McDaniel is a present or past member of the Society of Bayesian Psychologists, the American Psychological Association, and the National Association of Corporate Directors. He is Chairman of the Board of Governors of the Decision Accounting Standards Board and a past member of the board of the ACLU of Texas, Dallas Chapter. Dr. McDaniel previously served as President and Chairman of the Board of Directors of the Dallas Jazz Orchestra. He is also a member of the Schools Committee of the Harvard Club of Dallas, which organizes and conducts interviews with local high school students applying for admission to Harvard.
Matthew Sowcik - Leadership in the Family Business
Dr. Matthew Sowcik is the Director of Leadership Development and Assistant Professor in the Jay S. Sidhu School of Business and Leadership at Wilkes University. As a consultant to numerous businesses, Dr. Sowcik is an experienced and dynamic facilitator whose expertise lies in development and delivery of one-of-a-kind leadership development programs. Dr. Sowcik also serves as a consultant to The New York Times, focusing on the newspaper’s educational programming around leadership. In addition, Matthew provides design, implementation, and action planning around organizational surveying, and utilizes appropriate diagnostic assessments to discover areas for leadership growth within organizations.
Rich brings with him 30 years experience in the investment and financial planning industry. His strengths are in helping his planning clients understand the impact their financial decisions have on their quality of life- now and in the future, especially the outcome of delaying decisions regarding family protection, estate planning or keeping investments in line with long-term goals. For 17 years, Rich worked with chief investment officers and portfolio managers at banks, insurance, and mutual fund companies to help them maximize investment returns. During the next 12 years, Rich held senior management positions within broker-dealers and investment advisory firms helping to lead those organizations in an environment that continues to become ever more complicated. As a corporate officer, he was primarily responsible for delivering a wide array of investment, advisory, and insurance products and services to financial advisors. With the myriad of products and services available, Rich’s greatest contribution was counseling those advisors in the selection of appropriate solutions for their clients.
Phillip E. Levin, Esq
Attorney Philip Levin has over 25 years of experience working with clients, along with their financial and tax advisors, to develop and implement comprehensive and tax efficient estate plans for individuals, business owners, and corporate executives.
Phil believes that the key to creating an effective estate plan is to inform clients about their options under current law and create an integrated plan designed to makes sure that the right property, distributes to the right party, at the right time, either outright, or through flexible trust planning arrangements.
Phil received his Juris Doctor degree from Duquesne University Law School, where he concentrated in estate planning, tax law and fiduciary matters. He earned his Bachelors degree from Rutgers College, where he graduated with honors in economics and history, and is an Accredited Estate Planner.
He is a member of the Pennsylvania Bar, the Estate Planning Council of Chester, Philadelphia and Montgomery counties, as well as the Probate and Trust Law Section of the American Bar Association.
Phil has delivered numerous wealth preservation, business succession, and retirement distribution planning seminars throughout the country and he is an approved instructor for continuing education programs offered to financial advisors, attorneys, and accountants.
He has published many articles detailing the practical, tax, and legal considerations of using specific wealth transfer planning techniques, including retirement plan trusts, family limited partnerships, and charitable remainder trusts. Phil has also worked with many privately owned family businesses for the purpose of developing business disposition plans to protect the rights and interests of company shareholders, partners, and their families.
His article entitled Achieving Philanthropic Goals with Retirement Plan Assets, was awarded first prize in the Article of the Year Award contest, sponsored by the Society of Financial Service Professionals.
Phil resides in Chester County and his family roots trace back over 125 years to Berks County, Pennsylvania, where his grandparents owned and operated a furniture business. When Phil is not attending to the needs of his clients, he enjoys tennis, skiing, and wave-running with his son Jason. In his leisure, Phil takes time to capture precious moments of his family and friends, through his life long interest in photography.
Daniel G. Van Der Vliet - Leveraging the Power of Peers: How a Business Family Can Utilize and Capitalize on Peer Groups
Daniel G. Van Der Vliet
M. Ed. Director
Daniel G. Van Der Vliet, M. Ed. is Director of the The Family Business Initiative at UVM. He is a 2001 graduate of the University of Vermont with a B.S. in Natural Resources - Recreation Management. He is a 2010 graduate of the Master of Education Interdisciplinary Studies program at the University of Vermont. As Director of The Family Business Initiative at UVM since 2003, Dann works with owners and their successors to find solutions that work for both family and business. He teaches Leading and Managing the Family and Closely Held Business each fall semester.
Previously, as Director of the Vermont Business Center from 2004-2008, Dann oversaw the launch and growth of the executive education curriculum and management development seminars at UVM in addition to establishing custom trainings offered by the University of Vermont School of Business. Dann is on the Board of Advisors for the Family Business Wiki, Board of Corporators for the Northfield Savings Bank, Board of Trustees for the Birds of Vermont Museum, and is past President of the Burlington Sunrise Rotary Club.
Phone: (802) 656-5897
Teresa Araco Rodgers - The Intersection of Family Philanthropy and Business Philanthropy
Teresa Araco Rodgers began her career at SEI, a global provider of asset management, investment processing and investment operations solutions. Teresa founded harp-weaver LLC in 2010 because she wants to give donors a better way to add meaning and align gifting with personal, family and financial goals. Her mission is to inspire others by helping them articulate their values and passions to be purposeful givers. With more than 10 years of grantmaking experience, Teresa works with clients in the Greater Philadelphia area, supporting donor interests professionally, ethically and cost-effectively. As a "network weaver," Teresa brings people and organizations together to address issues of concern and enables donors to be more strategic with their charitable dollars and more fulfilled with their involvement.
Teresa holds a Master’s Degree from the University of Pennsylvania, a Certificate in Nonprofit Administration and is a Chartered Advisor in Philanthropy®. Teresa also writes a regular column on philanthropy for the Philadelphia Social Innovations Journal. She brings a strong business background balanced with a solid understanding of the nonprofit world and charitable gifting strategies focused on impact. harp-weaver is an independent philanthropy advisory firm based in Philadelphia (www.harp-weaver.com).
Karen A. Benz, M.S.
Mark D. Lee, MBA
Kathi Smith - Executive Coaching For Family Businesses
Kathi received her education in working with family owned businesses by being a daughter of a family owned business for forty-five years! As one of six children the family owned business was the central focus for learning life’s rewards and challenges. As a coach to family owned businesses, Kathi takes their entrepreneurial spirit to encourage and motivate them to move from where they are, point A to where they want to be, point B.
Kathi is a full time coach and is one of 80 coaches certified in the state of NJ through the International Coaching Federation. She is also a certified Energy Leadership Index – Master Practitioner, which concentrates on core values and unique energy levels we devote to the primary areas of our life each day.
Prior to her coaching career Kathi was in the financial field for 15 years as a successful Sales Account Executive at PHH/Cendant watching the firm grow from 85 employees to a corporation of over 7,000 team members until moving to NC. She also worked as a Financial Consultant with Smith Barney and saw the challenges of family owned businesses in passing wealth and almost as great; the difference of opinions!
She is now living back in NJ and separates her time in working with family owned businesses, coaching leadership development, executive coaching and Attitude for Life presentations. She also has written the program FAITHThinking TM which highlights key areas of our life that direct our decisions and motivation for making positive changes. FAITHThinking TM was born when through her coaching practice and personal experience she realized the areas of how we view our Future, our Attitude, what Inspires us, our Thoughts and Habits form our future and determine the success we will have each day.
Kathi M Smith, ACC, CPC, ELI-MP
Chris Durante Visco - Social Media and the Family BusinessPJ’S & Coffee Social Media Marketing
Chris Visco, President of PJ’s & Coffee Social Media, works with family businesses, as well as, small, medium, and large brands, to develop social media strategies in order to build lasting relationships with users online. As a retail buyer for nearly 20 years, she has a long, successful history of building marketing campaigns to not only increase revenue, but also spread brand awareness and launch businesses from the ground up. In 2005 she left retail and moved into wholesale manufacturing taking a defunct company to a high level of success and profitability by building key relationships with the company’s customer base.
As the economy soured in 2008, Chris watched as many local businesses, especially restaurants closed their doors. Following her passion for food and local dining, she built a website as a platform to showcase small, family owned restaurants. The era of social media marketing was beginning to take shape and in order to support and effectively promote her family businesses; she became a student of social media networks. By way of analyzing best and worst social media practices she observed online, Chris was able to build an effective strategy for her website, www.thebestoffood.com.
While clients were thrilled by the results, they too were beginning to realize the value of social media and knew they also needed their own, branded social media presence. Out of that need, emerged a new company, PJ’s & Coffee Social Media. Chris’ background in psychology, studied at Drexel University, coupled with her naturally “social” personality, and marketing experience made the transition to social media strategist an easy one.
Her experience as a retail buyer was instrumental in developing social media strategies. Having been responsible for strategizing assortments and financial plans for businesses from $5 to $60 million, the most critical asset Chris possesses is the ability to identify her customer base. Targeting an audience, knowing and understanding the customers and their needs, was a critical part of her overall success then, and a crucial, necessary skill for developing successful social media strategies now and into the future.
Jay Desko - Is Perception Reality in a Family Business
Jay is the Executive Director of the Center for Ministry Advancement and serves on the Senior Leadership Team at Calvary Church in Souderton, PA. He holds a B.S. in Bible, and M.Ed. in Instructional Systems, and a Ph.D. in Organizational Behavior and Leadership. Jay brings experience in the areas of organizational assessment, leadership coaching, decision-making, strategic improvement and board development.
Jay Desko - Executive Director, Consultant
James Cox - Creating Supplemental Income For The Business Family Using Life Insurance
With over 15 years experience in the financial services industry, James Cox brings a record of leadership, success and entrepreneurial spirit to his clients through AXA Advisors. The practice James has built specializes in Socially Responsible Investing. He provides customized strategies to help clients match their investment portfolios to their individual values.
James strives to educate people about the basics of Socially Responsible Investing and the importance of sustainability through seminars he hosts throughout the Philadelphia area. He also works with small, medium, and large businesses to provide a full range of cost- effective benefit strategies, including 401k plans, deferred compensation and succession planning.
Bachelors Degree in History and Political Science, St. Mary’s College of Maryland
Investment Advisor Representative of AXAAdvisors, LLC FINRA Registrations - Series 7 and 66
Charitable / Civic Activities:
Vestry Secretary - Holy Trinity Church of Lansdale Member - Doylestown Art LeagueJames Cox
AXA Advisors, LLC
40 Monument Rd
Bala Cynwyd, PA 19004
Steve Treat - Building a Peer Relationship with your Adult Children
Council for Relationships
Dr. Stephen Treat received his Master’s Doctorate degrees at Andover Newton Theological Seminary in Pastoral Counseling. He is currently the CEO of Council for Relationships, which is the oldest and largest relationship counseling center in the United States.
As an Approved Supervisor in the American Association for Marriage and Family Therapy, a member of American Family Therapy Association, and a Fellow in the American Association of Pastoral Counselors, Steve works with all types of relationship issues.
Steve is a consultant to family businesses. He lectures each year at Wharton and Babson and works nationally and internationally with closely held companies and philanthropies on issues such as family conflict, healthy process, succession and governance. He is a much sought after speaker on all topics of family dynamics.
William Alexander - Issues to Consider for Developing Family TrustUniversity Of Pennsylvania
Mr. Alexander is a member of the faculty of the Wharton School of the University of Pennsylvania, where he lectures on the topic "Strategies and Practices of Family Controlled Corporations". He was a third-generation principal and CEO of a large construction entity in central Pennsylvania.
In addition, he has served on various boards, including Herr Foods, Hershey Foods Corporation, where he was also chairman of the Hershey Trust, and Highmark Blue Shield. He was formerly the managing director of the Snider Entrepreneurial Research Center at Wharton.
Mr. Alexander holds an undergraduate degree in engineering from the U.S. Military Academy at West Point and an MBA from the University of Pittsburgh.
Scott Heintzelman - A Non-Family Executive in the Family Business
V.P. of Finance and Administration
Martin's Famous Pastry Shoppe
Mr. Scott Heintzelman holds a B.S. in accounting from Messiah College and is the Vice President of Finance and Administration at Martin’s Famous Pastry Shoppe, Inc. Mr. Heintzelman’s focus at Martin’s is on management training, strategic planning, people development, and formalization of process. Before his employment at Martin’s, he was a Partner with McKonly & Asbury, LLP where he was in charge of the Family Business Group and in doing so, provided service to some of the region’s most well known businesses. He is also in the process of writing a book on the “Six Steps to Strengthening Your Family Business.”
Mr. Heintzelman, a Certified Public Accountant, is a member of the American and Pennsylvania Institutes of Certified Public Accountant. Mr. Heintzelman is also a Certified Management Accountant (CMA), a certification that provides him with the management expertise to consult with business clients on operations, internal controls, and benchmarking. He is also a Certified Fraud Examiner (CFE), and at McKonly & Asbury he led the firm’s forensic accounting and fraud prevention team.
While employed at McKonly & Asbury, Mr. Heintzelman wrote a blog, “The Exuberant Accountant,” which Entrepreneur Magazine was recognized as one of four best accounting blogs for gaining "a better understanding of your business finances." He also is a frequent guest lecturer on the subjects of Family Business, succession planning, employee engagement, fraud prevention, and social media marketing.
Mr. Heintzelman is a member of the Board of Trustees and the Executive Committee of Messiah College. Additionally, he serves on the Central Pennsylvania Advisory Board for M&T Bank. He is a graduate of Leadership Harrisburg, a 2001 recipient of the Central Pennsylvania Business Journal’s “Forty under 40” award and an Eagle Scout.
Jane Adams - Creating a Boundary Between the Family and the Business
A dynamic, exciting and empathetic speaker whose presentations illuminate contemporary trends in life styles and choices, provide tools and strategies to increase personal satisfaction & professional achievement, and motivate audiences to take control of their lives, expand their horizons, and fulfill their goals...
A skilled coach and life boundaries consultant whose expertise, advice and assistance can improve your relationships with your grown children, parents and other family members, friends and colleagues and help you balance your needs with those of others and your personal and professional obligations and commitments… A best-selling writer whose books on how people cope with the problems and rewards of balancing personal and professional obligations, maintain family bonds when distance and difference tug at the ties that bind, and develop emotionally and psychologically throughout their lives have helped thousands of readers adjust to change and create happier, more productive lives and relationships.
Jane Adams has spent over two decades researching and reporting on how Americans live, work, and love, and especially how they respond to social change. A frequent media commentator, she has appeared on every major radio and television program. The author of eight nonfiction books and three novels, she is a talented communicator, and an expert in managing personal, professional and family boundaries, dealing with grown children, coping with change, and balancing life and work.
A graduate of Smith College, Jane Adams holds a Ph.D. in social psychology and has studied at Seattle Institute of Psychoanalysis and the Washington, D.C. Psychoanalytic Foundation. She has been an award-winning journalist, a founding editor of the Seattle Weekly, and an adjunct professor at the University of Washington. She is the recipient of the Family Advocate of the Year award from “Changes,” an organization devoted to improving relationships between parents and adolescent children.
Dr. William C. Dunkelberg - Economic Issues for Families Business
Currently Professor of Economics in the College of Literature and Arts , Temple University, where he served as Dean of the School of Business and Management from 1987 through 1994 and as Director of the Center for the Advancement and Study of Entrepreneurship. He currently serves as Chief Economist for the National Federation of Independent Business (400,000 member firms; since 1971) and as Economic Strategist, Boenning & Scattergood. His prior appointments were at the Krannert Graduate School of Management, Purdue University, the Graduate School of Business, Stanford University and the Survey Research Center at the University of Michigan. He has a B.A., M.A. and Ph.D. degrees in Economics from the University of Michigan.
Dr. Dunkelberg is a nationally known authority on small business, entrepreneurship, consumer behavior and consumer credit and government policy. He was reported by the New York Times to be one of four final candidates for Vice Chairman of the Board of Governors of the Federal Reserve System in 1981, served as an advisor to the Secretary of Commerce, and was appointed to the Consumer Advisory Council of the Federal Reserve System in 1989 [2 year term]. He is a past president and a Fellow of the National Association for Business Economics [NABE]. He was appointed to the Census Advisory Committee representing the American Economic Association in 1992 and again in 1995 (serving as chair) and served on the board of The National Bureau of Economic Research from 1996 to 1999. He is an elected member of the Conference of Business Economists (and chairman in 2003) and the National Business Economic Issues Council and the first recipient of the Small Business Administration's Research Advocate of the Year award and the Abramson Scroll from NABE for his papers on monetary policy (2009).Dr. Dunkelberg has presented expert testimony before the U.S. House and Senate on consumer credit, inflation, tax reform, the minimum wage, small business, electronic funds transfer systems, energy efficiency standards, health care and monetary and fiscal policy. He has appeared on CNBC, Bloomberg, CNN, MSNBC, the ABC, CBS and NBC Evening News programs, Good Morning America, and numerous local news and business TV and radio shows. He is frequently quoted in major news publications including the Wall Street Journal, Business Week, the New York Times, U.S. News and World Report, USA Today, Time, and Newsweek and serves on the economic forecasting panels for USA Today, Business Week and Bloomberg and as an economic consultant to ABC News. He has authored and co-authored numerous books and articles and writes a monthly small business economic report for the National Federation of Independent Business (NFIB.com/research). He had his own radio show on WPHT 1210 AM Philadelphia every Sunday for 2 years and his editorials were carried by KYW NEWS RADIO for over 15 years until 2007. His board service includes NCO Group (1999-2006,private equity deal), Liberty Bell Bank (Founder, 2002, Chairman of the Board, 2005-), Advanta Corp.(1989-2001), Active-e Solutions (sold to Neoware 12/01), Penn Fishing Tackle Mfg. (sold 12/02), Made4me.com (a founder, dba Intellifit.com), Ensoniq Corporation (sold to Creative Labs), the Global Interdependence Center (Chair), the Credit Research Center (George Washington University), the Commonwealth Foundation, the International Visitors Council, The Ben Franklin Innovation Investment Advisory Committee, the National Economist Club (2001), the Javie Foundation for Charity, the Laboratory for Student Success, Consumer Credit Counseling Services of Delaware Valley, and the Pennsylvania Council on Economic Education. Dr. Dunkelberg served as a regional judge for the Ernst & Young Entrepreneur of the Year program for 14 years, a national judge in 2001 and 2003, and as a member of the board of the Greater Philadelphia Chamber of Commerce. He served as a member of the Quality of Markets Committee for the Philadelphia Stock Exchange until its sale to NASDQ in 2008.
Jeffrey A Landers - Divorce in the Family Business
Jeffrey A. Landers is president and founder of Bedrock Divorce Advisors and Bedrock Wealth Management. A Divorce Financial Strategist™ (a Certified Divorce Financial Analyst [CDFA™] with advanced training in divorce financial planning strategies and asset protection), Jeff is also a Chartered Retirement Planning Counselor™ and Financial Advisor.
Jeff was previously a financial advisor with Wells Fargo Advisors, where he started his divorce practice helping those who were going through financially complicated divorces. He assisted business owners and professional practices with succession and exit planning strategies. He also provided retirement planning and investment advice to attorneys, senior executives and other professionals.
With more than three decades of business experience, Jeff applies expertise in divorce financial analysis, asset protection, real estate, small business ownership, and retirement and investment planning to each engagement. He also serves on the advisory board of Enterprising Women, the only national magazine devoted to women business owners, and is a sought-after expert on divorce and other financial issues faced by women entrepreneurs.
His diverse background has given Jeff the expertise to help women business owners divorce-proof their companies by implementing preventive measures that will protect their business from a future divorce. In addition, Jeff understands the often-complex financial needs of women going through a divorce and supports the professionals who represent them.
Jeff received his bachelor’s degree from Columbia University and studied law at Pace University School of Law. He is a published book author and has written many business articles for online and print publications, including the New York Post, Microsoft and a monthly column for Inc.com. Please click here for recently published articles, including “How to Protect Your Business in a Divorce” on Inc.com.
Melissa Mitchell-Blitch, LPC, CACII, CPA
Melissa’s professional career began at a Big Five accounting firm. It was there that the seed of inspiration was planted.
As a member of the Private Client Services: Family Wealth Planning team, she worked with high and ultra-high net worth families on matters of wealth preservation and transfer. During these experiences, she observed that we each have a relationship with money, which not only affects our financial decisions, but also – and even more importantly – our relationships with others, ourselves, and the vast majority of decisions we make on a daily basis. Melissa realized that this relationship with money would have a far greater impact on the quality of life, relationships, and financial outcomes, than our advice and planning ever could, and yet she was unequipped to have an impact in this crucial area. She then began studying more about the psychology of money and eventually discerned a call to study psychology formally, to be an agent of change.
With bachelor’s degrees in accounting and business administration, and master’s degrees in accounting and psychology, Melissa is uniquely suited to understand the complexities of wealth management and business. Having worked with individuals and families across the spectrum of socio-economic status, she understands that we all have something that makes us unique, and this can either leave us feeling isolated and alone, or it can help us connect more authentically with others.
She enjoys learning what makes each family unique and helping them harvest these treasures for both present generations and generations to come.
One of her favorite quotes comes from J.R.R. Tolkien, “Not all those that wander are lost.” My interests have never been limited to one field of study or work. This diversity of knowledge and experience serves me well in the role of consultant to families of wealth and families in business.
Melissa Mitchell-Blitch, LPC, CACII, CPA
Private Consulting for Families of Wealth
EreditaConsulting.com | 843.371.6067
Philip A. Clemens
The Clemens Family Corporation
Mr. Clemens has spent his entire working career with the family business. He began working in the legacy business, Hatfield Quality Meats, on a part time basis while going to school. He began his full-time career in 1967 while attending Peirce College. His career has allowed him to work in all areas of the business.
He began on the clean-up crew and worked his way to be the CEO and President of the Company. He began both the Data Processing and Human Resource Departments. He spent 20 years of his career in Human Resources and 7 years as CEO and President of the legacy business.
In 2000 he became Chairman and CEO of The Clemens Family Corporation – a holding company. He currently serves as the CEO of all of the businesses in the Clemens Food Group: Hatfield Quality Meats, Country View Family Farms, PV Transportation, Nick’s Sausage, CFC Logistics, and Smiling Porker Farms. He also serves as the CEO of Clemens Development which is the real estate arm of the Corporation with several holdings including Hatfield Pointe and Clemens Business Center. The Corporation has annual sales in excess of $600 million, employs about 2,200 people, and markets products all over the US with a concentration in the northeast part of the US.
Mr. Clemens is active in his community and other organizations. He serves as the Chairman of the Board of Trustees of Lancaster Bible College; former Chairman and member of the Executive Committee of the American Meat Institute; Board member and Compensation Committee Chair of A. Duda and Sons, Oviedo, FL.; Board member and Compensation Chair of Delaware Valley Wholesale Floral Group, Sewell, N.J.; Board member of Ambassador Foundation; Center for Ministry Advancement; Three Springs Ministries; and North Penn United Way. Previously he served as a Board Member on Harleysville Savings Bank; Furman Foods; Profit Sharing Council of America; and Highland Lake Bible Conference. He is active in Calvary Church of Souderton where he serves on the Elder Board and teaches adults. He was an elected Borough Councilor for Souderton Borough; member of Governor Rendell’s Economic Summit and still serves on Senator Mike Brubaker’s and Representative Scott Boyd’s Business Advisory Committees.
Mr. Clemens received the American Meat Institute’s Industry Advancement Award, the highest award given in the meat industry; the Knowlton Award for innovation in the meat industry; Pride of Peirce for outstand alumni of Peirce College; Pillar of the Community from Harleysville Senior Center; Philadelphia Area Sunday School Association’s Superintendent of the Year; and the Research Institute of America for the outstanding management suggestion of the year.
Mr. Clemens has been married to Linda for 36 year and has 3 adult children – Julie who works in the family business; Beth, married to Paul College and serving as a missionary in Indonesia; and Ruth, married to Brett Harris and is a school teacher in North Carolina. He also has 4 grandsons – all in Indonesia. His hobbies are hunting and fishing.
Mike McGrann is Executive Director of the S. Dale High Center for Family Business at Elizabethtown College, a resource for family businesses in Central Pennsylvania, now in its 15th year of operation, with 40+ member family businesses.
The High Center focuses on strategic ownership and management practices of family firms, with particular attention to entrepreneurial strategy to sustain the family business as an "economic unit" across generations. McGrann also conducts seminars for family businesses, executive education programs, and personalized educational workshops for family groups around the world.
He teaches in the areas of entrepreneurship, new venture creation, and family enterprising, helping family businesses continue their legacy of entrepreneurship. He teaches classes on entrepreneurship, family enterprising, and new venture creation, and is the 2009-10 Sara Lodge Executive-in-Residence at Elizabethtown College. He is also the founder of The TELOS Group, a consulting services firm focused on family enterprising.
McGrann has lived and worked in the Dominican Republic, Mexico, and Finland, and speaks Spanish fluently. He holds an undergraduate degree in economics from Cornell, an MBA from Wharton School of Business, and an MA in International Studies, also from the University of Pennsylvania.
Dr. D. Jerome Meers
D. Jerome Meers, Ph.D. is a licensed psychologist who has maintained a private practice since 1983. He and Laura R. Meers, Ph.D., his wife, celebrated twenty-five years of co-ownership of Meers, Inc. Consulting Psychologists.
Their group is based in Columbus, Ohio and consists of nine psychologists and three clinical social workers. Dr. Meers is a member of the American Psychological Association and he is listed in the National Register of Health Service Providers in Psychology.Dr. Meers serves as an organizational consultant to numerous businesses and industries regarding issues of employee selection, executive development, succession planning, strategic planning, human resource development, and organizational development. He provides individual career assessments and career development consultations for key executives in the corporate context and for individuals on a private basis. Dr. Meers provides leadership development and management development coaching to senior level executives in various corporations. Dr. Meers maintains a sub-speciality in working with family-owned or closely-held corporations.
Ayman El Tarabishy
Intl. Council of Small Business - George Washington Univ.
Ayman El Tarabishy holds M.B.A. and doctoral degrees from the George Washington University. He is currently a visiting assistant professor at the George Washington University's School of Business, where he teaches in the full-time, part-time, and executive MBA programs and leads the primary entrepreneurship and case study methods course for GW Healthcare MBA program.
He is also the Executive Director of the International Council for Small Business (ICSB), a coalition of more than a dozen national organizations across the globe devoted to advancing small business research and practices.
Dr. El Tarabishy has worked at the World Bank in the Corporate Strategy Group. He helped develop and manage their technology strategy for the Development Marketplace Program. The program’s mission was to identify and support creative cutting-edge solutions to the most pressing world social and economic concerns. To date, the Global Development Marketplace competition has disbursed over US $30 million in awards to 171 winning proposals.
Ayman’s current research is in entrepreneurial leadership. His recent work explores and attempts to more clearly define the relationship between an organization's entrepreneurial strategy and the CEOs’ leadership characteristics and actions. He has presented his work at national and international conferences and has published research articles in the Journal of Private Equity, the Southern Business Review, and the International Journal of Entrepreneurship Education.
Dr. El Tarabishy consults and conducts executive training for several national and international organizations, including the National Federation of Small Business and the International Monetary Fund.
- Academy of Management
- Member, Organizational Behavior Division
- Member, Organization Development and Change Division
- Member, Entrepreneurship Division
- International Leadership Association
- Designing and conducting organizational research focused on leadership and entrepreneurship
- Design and implementation of leadership development programs
- Designing and facilitatings executive team development sessions
- Assisting executives and managers in the design and implementation of major cultural change efforts in organizations
Among Dr. El Tarabishy’s clients have been the International Finance Corporation (IFC), the International Monetary Fund (IMF), the National Federation of Small Business (NFIB), the Multilateral Investment Guarantee Agency (MIGA), and the United States Association for Small Business (USASBE).
Robert H. Nice - Extracting Liquidity From the Family Business
Robert H. Nice Consulting
Mr. Nice has over 30 years of financial, operations, business ownership, and consulting experience. Robert has worked with over 100 clients to date and has assisted in the buying and selling of approximately 45 business transactions.
Mr. Nice started his career as a business analyst for a Kentucky based Small Business Investment Corporation (SBIC). This SBIC operated as a venture capital company with a pool of money to invest in new businesses in Eastern Kentucky. Mr. Nice reviewed hundreds of business plans and assisted in structuring numerous deals with business owners.Mr. Nice also was vice-president of finance and general manager for a Kentucky based coal mining company based in Lexington, Kentucky. Mr. Nice was responsible for installing and implementing new computer and cost control systems for the company. He also brought new costing standards to the mining industry. In addition, he was responsible for over one million dollars in cost savings based on new equipment purchases. In addition to this, he helped the company negotiate coal contracts in the US and overseas.
In 1990 Mr. Nice moved back to Pennsylvania and became Controller at Rosenberger's Dairies, Hatfield PA. In his thirteen year stint at the dairy, Mr. Nice became vice president and CFO of this family owned business. In this role Mr. Nice was instrumental in the day to day management of the company and was involved in all facets of the business.
Mr. Nice started his own consulting company on a part time basis in 1995, and has been doing it full time since 2003. At this point in time he set up his own company called Robert H. Nice Consulting, LLC. In February 2006 he became a Partner On-Call Network franchisee. Robert has won the "Most Succesful Office Operator" Award for the years 2006-2007, 2007-2008, and 2008-2009.
In addition to these services, He has served on four business advisory board of directors, is a member of Indian Valley Chamber of Commerce, and a real estate investor in both Kentucky and Pennsylvania. Mr. Nice received an accounting degree from Temple University in Philadelphia, PA.
Mr. Nice has been very active in the local community and has served on numerous non-profit boards and community related organizations. This would include serving as Chairman of the Board for Spruce Lake Retreat, a Christian retreat center located in the Pocono Mountains. Mr. Nice has also been involved with Montco Assets based in Norristown, PA, whose purpose is to train and educate would-be entrepreneurs in the best practices needed to start and run a successful company. Mr. Nice teaches a course on finances for these classes, and in addition has served as a board member for ten years.
Jacqueline Z. Shulman - Human Resource Issues
Obermayer Rebmann Maxwell & Hippel
Jacqueline Z. Shulman is a partner with Obermayer Rebmann Maxwell & Hippel LLP. She is a member of the firm’s Labor Relations and Employment Law Department.
Ms. Shulman’s practice is devoted exclusively to the representation of management in all aspects of labor relations and employment law. She has experience in state and federal labor and employment law, with an emphasis on representation of small- to medium-sized companies and family-owned businesses.Ms. Shulman received her Bachelor of Science, cum laude, and Master of Science degrees from Temple University, Philadelphia. She was awarded her Juris Doctor from Villanova University School of Law, Villanova, PA.
Prior to joining Obermayer in 1992, she founded Employee Relations Services, Inc., a legal/management consulting service to help small- to medium-size employers prevent labor and employment problems with their employees.
She is a frequent contributor to numerous publications, and also lectures and conducts training seminars nationally and locally on all areas of employee relations.
Ms. Shulman’s civic activities include membership on the Board of Directors of the North Penn Chamber of Commerce, North Penn United Way, Jewish Federation of Greater Philadelphia, State of Israel Bonds and Forum of Executive Women.Ms. Shulman is a member of the Philadelphia, Pennsylvania, New Jersey and American Bar Associations. She is admitted to practice before the Supreme Courts of Pennsylvania and New Jersey, the U.S. District Court for the Eastern District of Pennsylvania and the U.S. District Court of New Jersey.
Stephen L. McClure - Critical Issues for Succession Planning
The Family Business Consulting Group
Steve is a principal of The Family Business Consulting Group, a multi-national firm based in Atlanta. Steve specializes in family communications and decision making, succession planning and implementation, and governance & management in family firms.
His work often involves family and non-family employee teamwork, implementing advisory boards or boards of directors, family governance, successor development and management practices, such as compensation and strategic planning, tailored to family businesses.
His clients are primarily in North America and include financial services, manufacturing, philanthropic, distribution, construction, retail, agricultural, textile services and professional services (i.e., family offices and trust companies); all operated or owned by families. Clients range in size from five million (USD) to several billion.
Dr. McClure earned a Ph.D. in Organizational Behavior from Purdue University. He has taught business planning and family business management and governance to retail networks of international manufacturers, clients of law practices, international trade groups, business advisors, and to the members and owners of family businesses, both domestically and internationally. He is an innovator in providing unique services to private businesses and his articles on consulting methods appear in three volumes of collected works. He is co-author of books on family business succession and working in a family business. He is an active member of the Family Firm Institute, serves as a mentor to consultants entering the field, and has won the prestigious Beckhard award for outstanding contributions to the field of family firm consulting. Dr. McClure has worked with family businesses for over 25 years. Prior to joining The Family Business Consulting Group in 1999, he consulted exclusively with family firms for ten years, preceded by a position as a management consultant with a regional CPA/Consulting firm, where he created and managed the Organizational Consulting Group.
Douglas J. Gorman - Weaving an Estate Plan Into a Succession Plan
Douglas J. Gorman concentrates his practice on corporate, commercial and business matters.
He provides counsel to businesses at all stages of development. He assists start-up companies and emerging businesses with formation, choice of entity, structuring and financing, including equity investing and crowdfunding. He counsels all businesses, including family businesses, professional entities and not-for-profit organizations, on corporate governance, shareholder and member relations, fiduciary duty and shareholder and member disputes. He also advises companies, their owners and executives on exit strategies and succession planning.
In his commercial practice, Mr. Gorman counsel clients on domestic and international commercial contracting for both consumer and business-to-business transactions, as well as on matters involving United States Free Trade Agreements, import and export issues and Harmonized Tariff Schedules.
Mr. Gorman’s corporate practice involves structuring and negotiating numerous types of asset and stock acquisitions and mergers of all sizes and complexities, leveraged acquisitions, stock-for-stock transactions, private placements, stock issuances, financing transactions and recapitalizations.
Mr. Gorman is also a regular author and lecturer on various business matters, including business valuations, succession planning, family business, private financing, international trade and small business.
Prior to co-founding the Firm, Mr. Gorman practiced in the Corporate, Banking and Finance departments of a large Upstate New York law firm and in the Mergers and Acquisitions group in the Wilmington, Delaware office of Skadden, Arps, Slate, Meagher & Flom LLP.
Syracuse University College of Law, J.D., summa cum laude, 2006
- President, Justinian Honor Society
- Order of the Coif
- Editor-In-Chief, Syracuse Law Review
- Chancellor's Scholar
- Robert & Carolyn Dineen Scholar
Le Moyne College, B.S., summa cum laude, 1999
- New York
- United States District Court for the District of Delaware
PROFESSIONAL AND COMMUNITY ACTIVITIES
- Director, Syracuse University Law Alumni Association
- Advisory Board Member, Central New York International Business Association
- Judge, CenterState CEO Emerging Business Competition
- Judge, Whitman School of Management Capstone Competition
- Judge, Panasci Business Plan Competition
- Mentor, Syracuse Sandbox
- Mentor, CenterState CEO Startup Labs
- Legal Advisor, Whitman School of Management Entrepreneurship Program
- Member, Onondaga County Bar Association
- Member, New York State Bar Association
- Member, Delaware State Bar Association
- Former Director, 40 Below
- Former Treasurer, Brookside Civic Association
- Former Secretary, Brookside Civic Association
Terrence F. Cahill - Understanding Generational Differences Gen Y, X
Seton Hall University
Terry divides his time between management consulting, specializing in executive coaching, leadership/organizational development and strategy services, and, teaching leadership and research as a faculty member in the PhD in Health Sciences program at Seton Hall University.
His consulting clients include NASA’s Goddard Space Center, academic medical centers, national health care accrediting organizations, managed care organizations and community hospitals.
Prior to pursuing his consulting and academic career, Terry served in a variety of executive roles in the health care and insurance industries, including Regional VP, CIGNA, Senior VP for a regional affiliate of the Health Net managed care organization, and CEO, COO, and other management roles in community hospitals.
Dr. Neal Chalofsky - Building Meaningful Workplaces
George Washington University
Dr. Chalofsky has been associated with the George Washington University HOL program for over 20 years, and previously was the director of the Human Resource Development program at the Northern Virginia Graduate Center of Virginia Tech.
He began his career as an internal HRD practitioner, manager, and researcher for several federal and corporate organizations for over a decade. Neal has served as a past president of the local American Society for Training and Development chapter, and is a founding member of the Academy for Human Resource Development.
Organizations that he has consulted with include: The World Bank, Mobil Research and Development Corporation, Bell Atlantic, National Institute for Work and Learning, Computer Sciences Corporation, U.S. Chamber of Commerce, the Smithsonian, and Ernst & Young. Neal is the coauthor of Effective Human Resource Development, and Up the HRD Ladder, as well as numerous chapters of edited works and journal articles. His research interests are in the areas of developing meaningful workplaces, increasing capacity for learning, facilitation and team development, and the evolution of the HRD/HOL profession and discipline.
George Brown - Issues Facing the 4th Generation
Highlights For Children Magazine
George Brown is Manager of Asset Services involved in the archiving and repurposing of 64 years worth of content from Highlights magazine, and Highlights consumer products. His day focuses on supporting business functions such as International partnerships, domestic licensing, permissions to re-use content, and rights management.
A fourth-generation member of the family, he has worked for Highlights for Children, Inc. in a variety of roles over the past ten years including sales, planning, editorial, product development, and content management.
Timothy P. Crisafulli - Weaving an Estate Plan Into A Succession Plan
Timothy P. Crisafulli practices in the areas of tax law, trust and estates, and elder law.
His tax practice focuses on assisting businesses, not-for-profit organizations, and individuals with tax planning, compliance, audits, and disputes. He helps businesses achieve optimal tax results, develop succession plans, and comply with federal and state tax laws. He forms not-for-profit organizations, and helps them to obtain and maintain tax-exempt status. Individuals and businesses facing audits and collections proceedings rely on Mr. Crisafulli for representation before the Internal Revenue Service (IRS) and New York State Department of Taxation and Finance. Mr. Crisafulli is admitted to practice in the United States Tax Court, and is authorized to represent taxpayers with respect to all matters administered by the IRS. He is a candidate for an Executive LL.M. in Taxation from the Graduate Tax Program at the New York University School of Law, an advanced law degree for tax attorneys.
Through his trusts and estates practice, Mr. Crisafulli helps families protect, preserve, and effectively transfer wealth. He utilizes his extensive knowledge of tax law to minimize capital gains, income, gift and estate taxes. He administers estates through all stages of probate, representing both fiduciaries and beneficiaries in litigation under highly-specialized Surrogate’s Court procedural rules.
Mr. Crisafulli’s elder law practice is dedicated to assisting clients with long-term care planning. He helps clients qualify for Medicaid without sacrificing their life savings. He also represents clients in Medicaid fair hearings and in guardianship proceedings.
Mr. Crisafulli is also a regular author and lecturer on various tax, trust and estate matters.
Prior to co-founding the Firm, Mr. Crisafulli practiced in the Tax, Trusts and Estates departments of a large Upstate New York law firm. He is a former middle school and high school social studies teacher in the Fayetteville-Manlius Central School District.
New York University School of Law, Executive LL.M. in Taxation (in progress)
Syracuse University College of Law, J.D., magna cum laude, 2006
- Justinian Honor Society
- Order of the Coif
- Associate Member and Member of Editorial Staff, Syracuse Law Review
- Recipient, Robert M. Anderson Publication Award
- Arthur L. Cohen Scholarship
- Chancellor's Scholar
Syracuse University Maxwell School of Citizenship and Public Affairs, M.S.Sc., 2000
Le Moyne College, B.A., summa cum laude, 1994
United States Tax Court
Professional and Community Activities
Mentor, Syracuse Sandbox
Member, New York State Bar Association
Member, Onondaga County Bar Association
Member, Central New York Estate Planning Council
Member, Onondaga County Volunteer Lawyers Project
Member, Syracuse City Court Small Claims Arbitration Program
Central New York Council for the Social Studies, Former Member of Board of Directors and Chairperson for Professional Development
Dr. Karl Benzio - Addictions in The Family
Karl Benzio, MD, Psychiatrist is an international speaker and frequent media guest expert. Karl testified for Congress and the President's Bioethics Commission, taught at pastor's conferences in Uganda and Kenya, led the first behavioral health training team into post-Sadam Iraq (at the request of the Iraqi government), taught counseling program courses, and spearheaded a unique Katrina relief effort.
He has started a non-profit ministry, directed adult and adolescent programs, psychiatric ER, as well as a Christian Rehab program, using his unique cutting-edge workshop, WITHIN REACH, to help people transform their lives, as it did Karl's addiction to alcohol and comfort.
Karl attended Duke University,1981-85: BSE in Biomedical Engineering, concentration in CNS imaging (graduated with honors) UMDNJ-New Jersey Medical School, 1985-89: MD (honors in psychiatry) University of California - Irvine, 1989-93: Psychiatric Residency - Accredited by Board of Psychiatry and Neurology.
Jennifer M. Pendergast - Family Advisors vs. Family Boards
Family Business Consulting Group
A senior associate of The Family Business Consulting Group, Inc.®, Jennifer Pendergast specializes in strategic planning, family and business governance, family office structure, and facilitation. Jennifer is an experienced management consultant with an extensive background in the many strategic challenges faced by family firms serving a broad range of clients, ranging from startup to Fortune 500 companies, in both for-profit and non-profit arenas.
With a Ph.D. in strategy, Pendergast has taught Emory University's Goizueta Business School, Georgia Tech and The Wharton Business School. Her teaching experience spans undergraduate, MBA and executive level programs. Pendergast's presentations, consultations and publications concentrate on strategic planning and business growth, developing and managing family meetings, family councils and ownership groups, structuring and improving the effectiveness of boards of directors and creating and managing family offices.Her research on corporate governance and top management leadership issues has been published in a number of academic journals, including European Management Journal and Strategic Management Journal. She completed research on the impact of board structure and composition on corporate performance for her doctoral dissertation. She enters the field of family business having worked as a professor, as a consultant for McKinsey & Company, a leading international management consulting firm, and as an investment banker for a Wall Street firm. She has also worked in the family office of one of the largest family entities in the southeast. Jennifer received her Ph.D. in Management from Wharton Business School and holds a B.S. in Finance from University of Virginia's McIntire School of Commerce. Jennifer is the Chairman of the Board of the Fulton County Juvenile Justice Fund. She is married, the mother of twins and resides in Atlanta.
Frederick D. Lipman - Best and Worst Practices
Blank Rome, LLP
Frederick Lipman advises a wide range of clients in corporate and securities issues such as:
- corporate governance (including special board committee and controlling shareholder representations)
- mergers and acquisitions
- securities, venture capital, and public offerings
- corporate litigation and other business issues
- international commercial transactions
- banking, bankruptcy, regulatory, loans, and workouts
Mr. Lipman is an internationally known authority on business law and has authored 12 books, including International and U.S. IPO Planning (John Wiley & Sons, Inc. 2009), Valuing Your Business: Strategies to Maximize the Sale Price (John Wiley & Sons, Inc. (2005), Executive Compensation Best Practices (John Wiley & Sons, Inc. 2008), Corporate Governance Best Practices (John Wiley & Sons, Inc. 2006), and Audit Committees (The Bureau of National Affairs, Inc. 2008).
He has appeared on CNN, CNBC, Bloomberg, and Chinese television and has been quoted in the Wall Street Journal, USA Today, Forbes, and other publications. Mr. Lipman was a lecturer in the MBA program at the Wharton School of Business for five years and at the University of Pennsylvania Law School for ten years. He has lectured in China, Thailand, and India.
A graduate of Harvard Law School, he has more than 40 years of experience in corporate governance (including special committee and controlling shareholder representation), trust law, mergers and acquisitions, insurance, private equity, and IPOs.
He serves as president of the Association of Audit Committee Members, Inc., a not-for-profit organization dedicated to developing national best practices for audit committees.
Mr. Lipman has held faculty positions with the Wharton School of Business, the University of Pennsylvania Law School, and Temple University Law School.
He is listed in Chambers USA, Who's Who in America, Who's Who in American Law, Who's Who in Finance and Industry, and Who's Who in the World, and is active in civic affairs. Mr. Lipman has received the highest possible rating from Martindale-Hubbell.