Legacy of Trust

8:00 a.m. 
Registration and Continental Breakfast

9:00 a.m.
Welcome and Introductions

9:15 a.m.
Opening Keynote: Envisioning a Legacy of Leadership
Jennifer Germaine unveils the transformative power of trust in guiding family-owned businesses towards a sustainable future. This keynote takes you on an exploratory journey that goes beyond the mechanics of business operation and delves into the heart of what it means to build a lasting legacy. Help your organization's vision and values transcend while allowing for the authenticity of the next generation.

10:15 a.m.
Panel 1: Building Trusting Relationships with Non-Family Executives (NFEs)
Listen to how one family business navigated from a non-family executive CEO/President and back again. They will discuss engagement and the impact of trust on the business's ability to flourish.

Featuring:
Ron Guzior (family member), CEO and President, Richards Building Supply Co.
Bill Swanson (non-family executive), Richards Building Supply Co.
Moderated by Bill Stranberg, Managing Partner, Stranberg Resource Group

10:45 a.m.
Networking Break

11:00 a.m.
Panel 2: A Tale of Transition: One Company’s Ten Year Plan
Discover how one family successfully navigated a generational transition by appointing a non-family interim president. Explore the key stages of a company’s evolution, including the shift from entrepreneurial to professional management, and how to scale beyond the original shareholders. Learn about the importance of a willing owner, managing their psychological transition, and preparing the next generation for leadership with a clear plan and the right education.

Featuring: 
Bryan Schwartz (non-family member), President, Trim-Tex
Mike Garcia (family member), Chief Revenue Officer, Trim-Tex
Joseph Koenig (family member), CEO and Owner, Trim-Tex
Moderated by Anne Smart, former FBC director

11:45 a.m.
Pre-Lunch Keynote: Coming Back to Reality
The past few years have been nothing short of “unprecedented” for family businesses. The longest economic recovery on record came to an abrupt halt in 2020 as COVID-19 shutdowns disrupted businesses of all sizes, including family enterprises. The resulting recession, the steepest and shortest in history, led to significant fiscal and monetary interventions that reshaped the economy. Are the tides turning? Has the stimulus worn off? Is inflation easing? What does the upcoming Presidential election mean for family businesses? Strider Elass will help put the current state of affairs into perspective and explain why the next 10 years could be among the best ever. Introduction by Marty McFadden, Managing Director at First Trust Portfolios.

12:30 p.m.
Networking Lunch

1:15 p.m.
Panel 3: Navigating Business Evolution: Balancing Innovation and Family Dynamics
Hear from NEUCO leaders as they share insights on launching a new line of business and navigating relationships as a supplier, partner, and competitor. Learn how they successfully put their ideas into action, balanced generational expectations, and mastered a new industry.

Featuring:
Jon Neustadt (family member), VP, Neuco
Rene Finco (non-family executive), Sr. Director, Finance, Neuco
Kate Aiello (non-family executive), HR Director, Neuco
Neil Finke (family member), Business Process Improvement Manager, Neuco
Moderated by Mike Dean, Principal, Tax Advisory, Private Client Services, BDO

1:45 p.m.
Closing Workshop: Crafting Your Legacy of Trust
Jennifer Germaine steers the day’s insights towards actionable outcomes. Distill the essence of trust cultivated throughout the event and personalize it into actionable strategies. Jennifer will guide you in identifying and prioritizing one or two pivotal learnings that resonated most deeply. You’ll be empowered to integrate these insights into your leadership practice, fostering a culture of trust within your organization.

2:45 p.m.
Closing Remarks and Happy Hour

3:00 p.m.
Champagne Toast

4:30 p.m.
Adjourn