2018 CONFERENCE SCHEDULE - Family Business Magazine · 2019. 12. 18. · 1 alue 2018 CONFERENCE...

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Engage Top Family Businesses in an Intimate and Confidential Environment

Limited Sponsorships Available • Unique Sponsor Model for Maximum Value

2018 CONFERENCE SCHEDULEThe Conferences by Family Businesses for Family Businesses

Family Business Generational Wealth February 7-9, 2018, Hotel Colonnade, Coral Gables, FL

Transitions East 2018 April 11-13, 2018, The Vinoy Renaissance, St. Petersburg, FL

Private Company Governance Summit 2018 May 16-18, 2018, Westin City Center, Washington, DC

Transitions Mexico May 31-June 1, D-Lideris Conference Center, Mexico City

Transitions Canada September 26-28, Waterside Inn, Mississauga, ON

Transitions West 2018 November 7-9, 2018, The Ritz-Carlton Marina del Rey, Marina del Rey, CA

THE ONE AND ONLY TRANSITIONS CONFERENCES

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CARO U. ROCK, Publisher, Family Business Magazine 215-405-6080, [email protected]

DAVID SHAW, Publishing and Conference Director 301-963-6162, [email protected]

MIKE BACHMAN, National Accounts Executive 215-405-6070, [email protected]

SCOTT CHASE, National Accounts Executive 301-879-1613, [email protected]

JUSTIN CORDARO, Account Manager 215-405-6082, [email protected]

PETER BEGALLA, Conference and Education Director 386-785-7856, [email protected]

JUSTINE WOOD, Events Director 703-850-5497, [email protected]

For more information, and to discuss sponsorship opportunities, contact:

Family Business Magazine’s conferences have transformed the family business conference landscape, engaging multi-generational family company members in a confidential, ‘safe harbor’ environment, and positioning sponsors as thought leaders to this audience for a modest investment, and strong return.

Family Business Magazine’s conferences cover issues of family company succession, generational transition, and family dynamics; operating family company wealth management; and the governance of privately-owned companies.

SponsorshipOur conference model is unique and proven: Conference speakers come solely from family-owned companies or are serving board members, owners and executives of family-owned and privately-owned companies. Sponsor executives are engaged, where appropriate (and depending on sponsorship level) as session moderators or facilitators, serving as stewards of the conversation. No direct selling during our events is allowed.

• Sponsorship slots for Family Business’ conferences are limited, and offered on a first-come, first-served basis, with first right of refusal on renewals

• Sponsors may provide marketing materials for inclusion in the registration bag and on tabletop displays.

• All sponsors have access to special registration discount codes to offer to their top clients and prospects.

Transitions Mexico 2017

Family Business Generational Wealth 2016

OFTEN IMITATED, NEVER SURPASSED

Private Company Governance Summit 2017

Transitions East 2017

Transitions West 2017

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The Transitions East and West conferences feature more top-notch family speakers than any other conference, and offer sponsors an opportunity to meet and network with important multi-generational family company members.

The US Transitions conferences are held twice a year, in the Spring (East Coast) and the Fall (West Coast). Each conference is built on the direct feedback of prior conference attendees, and features new topics and new speakers vetted and approved by the Family Business Magazine conference advisory board. Attendance at the conference is limited to 250-280 owners, shareholders, family members, in-laws and non-family executives of 75-80 family businesses/enterprises.

TRANSITIONS EAST and WEST

Each conference features:• Speakers from family companies: Our focus is on

speakers from family enterprises, sharing real-life problems and solutions.

• Intimate, open environment: Limited attendance, and a private “safe harbor” environment in which to openly share challenges and opportunities with other families.

• Collaborative discussions: Opportunities to work through family issues via guided discussions.

• No-Sell Environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.

• Special content and sessions for next-generation and married-in family members

• Family Networking: Hosted networking, assigned seating, opening reception, meals, breaks and workshops are all designed to allow attendees to meet many family enterprise attendees.

• Family focus: Produced by family-owned Family Business Magazine, we use family-owned or controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America’s family businesses

Family-owned companies and family-controlled enterprises of all types and sizes attend Transitions. They all share one key characteristic: They are multi-generational (or intend to be multi-generational) and want to perpetuate the business and the family.

The typical family company brings three attendees (a number of families bring between 4 and 10 family members). Approximately 15% of attendees are next-generation (under age 30), and 10% are married-in to the family business.

Approximately 45% of companies have attended more than one Transitions conference, often bringing additional family members to each event.

Transitions Conference Demographics

Would you recommend that other family members attend

Transitions? Yes: 100%

Source: Transitions conference attendee evaluations.

TRANSITIONS EAST 2018, April 11-13, 2018, The Vinoy Renaissance, St. Petersburg, FLTRANSITIONS WEST 2018, November 7-9, 2018, The Ritz-Carlton Marina del Rey, Marina del Rey, CA

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The average family enterprise in attendance has $299 million in annual revenues and has 866 employees.

Attendee Business Focus (Multiple responses allowed)Manufacturing ....................................................34.1%Real Estate/property management ........................22.2%Agriculture, forestry, fishing ..................................14.3%Retail trade .........................................................11.9%Hospitality/hotels/catering ...................................7.1%Construction .......................................................6.4%Media/entertainment/tourism ...............................6.3%Wholesale trade .................................................5.6%Restaurant/food service .......................................4.8%Finance/insurance ..............................................4.7%Healthcare .........................................................4.7%Logistics/transportation ........................................4.0%Mining ...............................................................1.6%Telecommunications/electric, gas or sanitary services ...1.6%Education ...........................................................1.6%Food processing/manufacturing............................0.8%Other ................................................................9.5%

Multi-Generational• The average attending company is between 3-6 generations

old

• Two generations are actively involved in the business

• 52% of attending companies are unsure whether the next generation will join the family business

Transitions Attendee Company Revenues22.6%

30.2%

47.2%under $25 million

between $26-300 million

more than $300 million

Ownership• 98% still majority-own their founding family business

• 52% have a family office

Key Attendee Statistics

For more information, visit www.familybusinessmagazine.com/te18 and www.familybusinessmagazine.com/tw18

“This is one of the best conferences I’ve ever attended. The diversity of topics, the openness and candidness of the attendees, the structure. All of it was awesome.”

“The best ever! Messages were clear, consistent and well organized. People shared openly whether on stage or otherwise.”

“This was a great conference—the person-to person idea exchanges were vibrant.”

“I always learn something new and meet new people experiencing the same things I am. I’ve never had a support network like this one.”

“I was amazed at how open everyone was about sharing their stories. I got several ideas on dealing with the issues facing our family and our business. Very beneficial.”

“Loved having access to dynamic family businesses in a helpful environment. The speakers were so giving and open--a true gift!”

“Very well done, with friendly people. The conference was set up to be very easy to talk to others and the crowd was really good.”

“Best seminar I have attended. Focused on family rather than sponsors.”

“Good cross section of different family companies dealing with a variety of relatable issues. Got a lot of very valuable information throughout the two days.”

“Such an open environment--eye opening would be an understatement. I look forward to coming back next year and bringing more family with me.”

“Excellent conference, superbly implemented and presented.”

“Excellent. I appreciated all the takeaways from the conference and enjoyed meeting and talking with others. I liked the positive/negative shared experiences from the family businesses.”

“Transitions is just a great place to learn about family business issues.”

“I am a small business owner. Initially, I was intimidated by the general body of large family businesses. What was amazing to me is that, large or small, we all experience the same issues. Very inspirational and comforting to know obstacles can be overcome.”

What attendees say about Transitions

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AACS Industries, Inc.A-Dec, Inc.Adi Dassler International Family

OfficeAdler ManagementAgnew Company, TheALCO Holdings, LLCAl-Ayuni Investment & Contracting

CompanyAliaxis Group, TheAlternative Bridging Corporation Ltd.American Textile Co.Angley CollegeAnnin FlagmakersArdor Health SolutionsArkay PackagingArmstrong Global Holdings, Inc.Art Research EnterprisesATCO Wood Products Ltd.

BBabcock LumberBaby BananaBaca Family CompaniesW.S. Badcock CorporationBana, Inc.Bob Barker CompanyBarron Collier CompaniesBarton Group, TheBeacon AdhesivesBekaert N.V.BelechBelknap White GroupBelvedere Land CompanyBenchmark TransitionsBeretta Family CouncilBIC AllianceBiltmore Company, TheBird TechnologiesBig Creek Lumber Co.Big D Oil CompanyBlue Den Ranch LLCBlue Mountain GroupBob Barker Company Inc.Boisset Family EstatesBolour AssociatesBooks-a-MillionBoyd Coffee CompanyBridgeGreen Capital Inc.Brigantine Seafood RestaurantBrakebush Bros. Inc.Brandy InvestmentsBrokaw Ranch Co.Brooks Family BusinessBroussard Advertising

Brown-Forman CorporationBrubacher Family CouncilThe J.M. Burguieres Co., LimitedBurris LogisticsBush Brothers & CompanyButterball Farms, Inc.

CCadillac Products Automotive

CompanyCalkins MediaCakebread CellarsCamelot HomesCameron Properties, Inc.DM Camp & SonsCanada Homestay Network, Inc.,

TheCanal Insurance CompanyCardon Family Office LLCCardone IndustriesCarltas CompanyCarriere Family FarmsCastro ConvertiblesCaton Connector CorporationCBC CompaniesCeviche Tapas Bar and Restaurant

GroupChasing PaperChateau Retirement CommunitiesChelsea Milling Company/JIFFY MixCherng Family TrustChicago Metallic Corp.Chick-fil-AClemens Family Corporation, TheCoastal Pet Products, Inc.Colton Groome & CompanyColumbia DistributingColumbia Restaurant GroupCommercial Refrigerator Door

Co. Inc.Communications Media, Inc.Company’s Coming Publishing LtdComplete Logistics Company, TheConnect Staffing Inc.Continental DatalabelCorovanCowles CompanyCox IndustriesCrane & Co., Inc.Crawford Properties LLCCredential Check CorporationCrescent Electric Supply CompanyCrew CarwashCrustacean San FranciscoCumberland Dairy, Inc.Cunningham Group

Cushman & WakefieldCustom Packaging, Inc.

DW.S. Darley & CompanyDavid Allen Family TrustDavid Weekley HomesDay & ZimmermannDebenham Family LLCDelaware North Companies, Inc.Del Corral HoldingsDe Palm Corporation N.V.Des Moines Cold Storage Co., Inc.Desarrollo Cinco EstrellasDetering Company, TheDeVoe AutomotiveDickey’s Barbeque PitDickinson CompanyDirectors Inc.Discount TireDistributor Corp. of New EnglandDohmen Company, TheDooley Tackaberry, Inc.Dot Foods, Inc.Douglas Parking LLCDuda & Sons, A.Dunmore CorporationJ.E. Dunn Construction CompanyDyn

EEdaleen Dairy LLCEddy Family CouncilEdison PropertiesEgge Machine Co., Inc.El MilagroER Investments, Inc.Elkay Manufacturing CompanyEllison Surface TechnologiesEmpire Comfort SystemsEmpresas SantanaEmval Holdings Ltd.Ensambles Tarimas y Reciclados,

S.A. Enterprise Holdings

FFairfield Maxwell, Ltd.Farrell Roofing Group, TheFamilia Cortez Restaurants, LaFat Family Restaurant GroupFC IndustriesHG Fenton CompanyFenimore Asset ManagementFernley & Fernley, Inc.Finfrock D-M-C

Firematic ManufacturingFireworks by GrucciFischer & CompanyFlanagan Foodservice, Inc.Florian ManagementFlottman Company, Inc.Follett CorporationFord Meter Box Co.Forestry Suppliers, Inc.Forney Industries, Inc.Fort Wayne Wire DieFox PackagingFrank Crystal & CompanyFreeman Company, TheFreeman’s Auction HouseFreund S.A.Friedman’s FreshmarketsFulton Management Services, Inc.

GGalland Henning Nopak, Inc. Galloway CompanyE. & J. Gallo WineryGardner Publications, Inc.Gates Capital Management LLCGault Energy & StoneGeneral Filters, Inc.GFI Investments LLLPGhilotti Construction CompanyP.W. Gillibrand Co. Inc.G&L Holdings, Inc.Global Response CorporationGMA PartnersGolden Rule Family FoundationW.L. Gore & Associates, Inc.Gorrill Land CompanyGombdinasztia Kft. (Button Dynasty

Ltd.)Goodman Decorating CompanyGrace Property ManagementGranger III and AssociatesGreenbrier Holdings Ltd.Greer Group, Inc.Grossman Marketing GroupGrupo Ferré RangelGrupo Leche Rio S.L.GSSC, Inc.

HH&R BlockH. G. Hill Realty Company LLCHalladorHalloran Family OfficeHalpern Enterprises, Inc.Hancock BankHanesco Oil & Gas

Harbes family farmHardrock DevelopmentHaws CorporationHenderson Implement & MarineHeights Real Estate Company, TheHenningsen Cold Storage Co.Herschend Family EntertainmentH.J. High Construction CompanyHigh Country Fusion Co., Inc.Highland Commercial Properties,

Inc.High Pressure Equipment CompanyHilltop Group, Inc.Hintzsche CompaniesHirzel Canning CompanyHolding Company of the VillagesHollis & Sons Inc.Holly Springs LLCHome Leasing LLCHorst EngineeringHouck Group, Inc.Hubbard Broadcasting, Inc.J.M. Huber CompanyHull Investments LLCHunt Brothers PizzaHunt Companies, Inc.Hunt Sports GroupHussey Seating CompanyHyatt Hotels CorporationHydraflow

IIcare Industries, Inc.Idaho Asphalt Supply. IncIDEAL IndustriesIdealsIncredible Christmas Place, TheIndependent Can CompanyIndium CorporationInformation & Computing Services,

Inc.Intek Plastics and Malt-O-MealInterlock IndustriesInterstate Specialty ProductsInvestWest/Pacifica Hotel CompanyIowa80 Group, Inc.ISYS Solutions, Inc.

JJames W. Fowler Co.Jensen PrecastJe Ta Family OfficeJohn Wiley & SonsJones Family of Companies, TheJones River StorageJoseph Phelps Vineyards

Transitions East and West Attending Companies

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Joshua Green CorporationJust Born, Inc.

KKarelia HealthKarsten Manufacturing Corp./PINGKBQ, Inc.Keller Enterprises, LLCKencoKessler Collection, TheKing’s HawaiianKing Ranch, Inc.Kiolbassa Provision Company, Inc.Kitchen BrainsKittle’s Home FurnishingsKlassen Business GroupKMQ, Inc. dba Prima Tech USAKohner MaterialsK-Rain

LL&H Industrial, Inc.L.L. BeanL.M. Sessler Excavating & WreckingLaboratory Testing, Inc.Laird Norton Company, TheLa Jolla Beach and Tennis ClubLandaal Packaging SystemsLane Construction Corp.Latt Maxcy CorporationC.R. Laurence Co., Inc.Lawry’s Restaurants, Inc.Leavens RanchesLeche Rio S.L.Lee Company, TheLetica Corp.Leupold & Stevens, Inc.Liberty Sport/SwitchvisionLibman Company, TheLiftable MediaLove’s Travel Stops & Country

StoresLucille Roberts Health ClubsLuck CompaniesLundberg Family FarmsLyles Family Enterprise

MMagnum Venus ProductsMannington MillsMaple Leaf Farms, Inc.Marous Brothers ConstructionMarriott International, Inc.Martens Automobile GroupMartin EngineeringMary Kay, Inc.

Matthews Automotive Group, TheMcLanahan CorporationMcKee Foods CorporationMechanics Bank, TheMedical Billing Technologies, Inc.Medical Service CompanyMedlin Equipment CompanyMeijer, Inc.Menasha CorporationMendez Strategy Group, S.C.Mercury PlasticsMeridian Health PlanMTD Holdings, Inc.MFT Interests GP LLCMichael C. FinaMicro-Tronics, Inc.Midmark Corp.Milbank Manufacturing CompanyMiller Electric CompanyMilo B. Butler & Sons LimitedMinera Chañar BlancoThe Miniat CompaniesMitchells Family of StoresMJS PackagingMLR Holdings LLCMOM BrandsC. Mondavi & FamilyMore Than a Bakery LLCMorris Communications Company

LLC

NN.V. Bekaert S.ANASCARNatalie’s Orchid Island Juice

CompanyNat Sherman InternationalNelson Family of CompaniesNGS Global Americas, LLCNorth American Stamping GroupNovella Holdings, Inc.Nozzle Nolan Pest ControlNucraft Furniture CompanyNumerical Concepts Inc.

OOES, LLCOLC, Inc.Oggi’s Pizza & Brewing Co.Omaha Steaks InternationalOnboard Systems International

PPacifica Enterprises, Inc.Pajo’s Garry Point Restaurants Ltd.Panda Restaurant Group, Inc.

Paul Mitchell Schools (PMAE)PDC Machines, Inc.Perdue FarmsPictsweet Company, ThePine Bluff Sand & Gravel CompanyPlumbing Distributors, Inc.Polished Nickel Capital ManagementPort Blakely CompaniesPotash Operating LPPower Construction CompanyPower & Telehone Supply Co.Poyant Signs, Inc.Pritzker Organization, LLC, The

QQuality Lightning ProtectionQuinn Family LLC

RR.C. HillR.L. Schreiber, Inc.RaceTrac PetroleumRain for RentRatermann Manufacturing Corp.RDO Equipment Co.RDV CorporationRed Coats, Inc.Reid Petroleum Corp.RFA Management Company LLCRFE Investment PartnersRichards Energy Group, Inc.Richmond BakingRite-Hite CorporationE. Ritter & Co.Robert Kaufman Co.Rockler Companies, Inc.Rogers Investment PartnersRoot Organization, TheRotary CorporationRowntree EnterprisesR&R Realty GroupRuiz Foods

SSakioka FarmsSamaritan Medical CenterSandmeyer Steel CorporationSanducky Newspapers, Inc.Sargento Foods, Inc.Sasser Family HoldingsSayle Oil CompanySchaad CompaniesM. Schamroth and SonsScheetz, Inc.Schwan Food Company, TheScotia Investments

Seattle Times, TheSeneca Family of CompaniesSennett Security ProductsServco Pacific Inc.Service Wire Co.Shook and Fletcher Insulation

CompanySI GroupSkyline ChiliSmalley Steel Ring CompanySmith Family CouncilSoutheastern Freight Lines, Inc.Southeastern MillsSouthwestern Eye Center Ltd.Special Tree Rehabilitation SystemSports Clips, Inc.Spring ValleySPSmedical Supply Corp.Standard Functional Food GroupStarion BancorporationStarker Forests, Inc.Steuart Investment CompanyStewart Home SchoolStewart Information Services Corp.Strato, Inc.Suddath Companies, TheSugarbowl BakerySunbelt Industrial Company, Inc.SunDance Marketing SolutionsSusser Holdings CorporationSutter Home Winery, Inc.Sutter Roofing Company of FloridaSwanel Beverage Inc.Swimzip

TTauber Oil CompanyT.C. Istanbul Kültür University TEAMCOTec Laboratories, Inc.Technidyne CorporationTelamon CorporationTetco, Inc.Thompson Realty GroupTimes-Shamrock CommunicationsTinius OlsenTKM Bengard FarmsTonolli CanadaTransmar Commodity Group, Ltd.Treasure Coast Ranch, Inc.Trident SeafoodsTrinchero Family EstatesTruax CorporationTurner FurnitureTurtle Creek Holdings, Inc.TS Restaurants

Twelve Baskets, Inc.Twin Ponds Farm, LLC

UUlbrich Stainless Steels and

Specialty MetalsUlster Inc.Ulven Companies, TheUnited Skates of AmericaUnity Hunt, Inc.US Energy

VVan Drunen Farms/FutureCeuticals

Inc. Valley Forge Fabrics Inc.Valley Pulp & Sawdust Carriers Ltd.Velvet Ice CreamVermeer CorporationVernon CompanyVertex, Inc.Virginia Marti College of Art & DesignVollrath Company

YYapmo LLCYoung’s Market CompanyD.G. Yuengling & Son, Inc.

WWatt CompaniesWCM industries, Inc.Webber Energy FuelsWelch AllynJ.S. West & CompaniesWestAir Gases & EquipmentWestern Power ProductsWestland Real Estate GroupWexford Health SourceWhataburger Restaurants LLCWhitacre Greer CompanyWhite Castle SystemsWhite Lotus CollectionWhite Oak Management, Inc.Wittern GroupWillard AgriServiceG.W. Williams Co.Williams Brothers Trucking, Inc.Windway Capital Corp.Witter HospitalityWoodman’s Inc.World Class Plastics, Inc.Wyatt Johnson Automotive Group

ZZamar GroupPaul B. Zimmerman Inc.

Transitions East and West Attending Companies (continued)

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Platinum ......................... $25,000(Exclusive Welcome Reception Sponsor)(SOLD OUT for 2018)

• Exclusive sponsor of the Conference Welcome Reception

• Signage at event and in conference agenda

• Presentation of company logo and web address in print, electronic, and other marketing

• Inclusion of up to three corporate brochures in registration materials distributed to attendees

• Tabletop for literature distribution

• One complimentary full conference registration for one family business member client

• Complimentary attendance for up to three company executives, one of which may also be a panel moderator/facilitator as appropriate

Gold ............................... $20,000(Group Dinner or Opening or Closing Lunch Sponsor) (Four Slots Available)



• Inclusion of one or two corporate brochures in registration materials distributed to attendees


• Complimentary attendance for two company executives, one of whom may also be a panel moderator/session facilitator as appropriate

• Named sponsor of the group dinner on first day or group lunch on first or second day, or breakfasts

• Opportunity to present short welcome speech (three minutes maximum) during sponsored activity

Silver .............................. $18,000(Four Slots Available)





• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate

• Named sponsor of a coffee/refreshment networking break

Bronze ............................ $15,000(Eight Slots Available)



• Inclusion of single corporate brochure in registration materials distributed to attendees


• Shared tabletop for literature distribution (two pieces maximum)

Supporting ........................ $8,000(Limited availability)




• Shared tabletop for literature distribution (one piece maximum)

Sponsorship OpportunitiesTRANSITIONS EAST and WEST 2018

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TRANSITIONS MEXICOMay 31-June 1, 2018 • D.Líderes Conference Center, Mexico City

Launched in 2015, Transitions Mexico is the only event produced in Latin America serving the vibrant multi-generational family businesses of America’s third largest trading partner. With speakers from both US and Mexican family companies, Transitions Mexico attracts multiple members of major Mexican family companies looking for advice and counsel on how to ensure succession for the future.

The event is conducted bilingually with simultaneous translation in both Spanish and English.

Transitions Mexico offers US sponsors an opportunity to explore and market to this family business community. Future plans call for the development of events in Central and South America, including Brazil.

For more information, visit transitionsmexico.com.mx

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Platinum ......................... $35,000(SOLD OUT for 2018)• Exclusive sponsor of the Conference Welcome

Reception







Gold ............................... $25,000(Four Slots Available)• Signage at event and in conference agenda










• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate.

Bronze ............................ $15,000 (Eight Slots Available)






Supporting ........................ $8,000 (Limited availability)





Sponsorship OpportunitiesTRANSITIONS MEXICO

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AABA

Ace Telecom SA de CV

Aceros Palme

Adi Dassler (Adidas) International Family Office

Advisory Board Architects

Agnew Company

Aldabra

Alsea

American Textile Company

Arena Ciudad Mexico

Arrocera Del Bajio SA de CV

Auto Transportes Del Real, SA de CV

Autos Acapulco SA de CV

BBanda El Recodo

Bice Restaurant

Bienes Inmuebles Reforma SA

BNP Paribas Cardif Mexico

Bright Finishing, S. de R.L. de C.V.

CCapital Indigo

Cataforesis SA de CV

Cazel

Central Detallista, SA de CV

Chasing Paper

Chevrolet Aguinaco y Compañia, SA de CV

Colchas Mexico S.A. de C.V.

Colegio Herbart

Colegio Peterson, S.C.

Construcciones Eb, SA de CV

Constructora Del Tesoro, S.A De C.V

Corpora Rama, S de RL de C.V.

Corporacion Del Vestir, SA de CV

Cravioto

DDavisa Desarrollos Inmobiliarios

SA de CV

DC Mayorista

Deloitte

Desarrolladora De Franquicias Los Bisquets Bisquets Obregón S.A De C.V

Devlyn Holdings

Diagnox Control, S. C.

Diga, SA de CV

Diligent Corporation

EEcoprosa, SA de CV

Efficient Ideas

Electronica Steren, SA de CV

EMA Partners México S.C.

Estafeta

FFantasías Miguel

Fodeli

Fomento y Desarrollo Linces, SA de CV

Frigus Bohn, SA de CV

Frutos Concentrados

Fuerza Eólica, SA de CV

GGebesa

Grupo Acytex

Grupo Ado

Grupo Bice

Grupo Bimbo

Grupo Constructor Cumbres, SA de CV

Grupo Devlyn

Grupo Diarq

Grupo Financiero Base

Grupo Industrial Trebol

Grupo Inversor Veracruzano, Sapi de CV

Grupo Kc Agente De Seguros, S.A. de CV

Grupo Mendez

Grupo Merik

Grupo Paisano

Grupo Pavisa SA de CV

Grupo Pisa

Grupo Presidente

Grupo Robledo, SA de CV

Grupo Roma

Grupo Salinas

Grupo San Carlos

Grupo Trebol

Grupo Vidanta

HHorris De La Venta

Hospital San Rafael

Hudson Manufacturing Company

IIE Business School

Ifahto

Industria Farmaceutica Andrómaco, SA de CV

Industrias Cazel

Ingenes

Interceramic

Invest

JJardines De Mexico

Joyerias Ortega

KKing Ranch, Inc.

LLa Ferre Comercializadora

Larry Putterman Consulting

Lorant Martinez Salas y Compañia Agente de Seguros y de Fianzas SA de CV

MManufacturas Industriales Gami,

SA de CV

Manufacturas Plasticas Y Metalicas Volvo, SA de CV

Marhnos

Marmex, SA de CV

Martha Elba Monroy Robles

Medical Corporation Group, SA de CV

Merik S.A De C.V

Mexichem S.A.B

Mundo Ejecutivo

NNadro S.A.P.I. De Cv.

PPastelerías Marisa

Pavos Parson SA de CV

Pitcairn

Prada, SA de CV

Propaquim

QQuimicos Maldonado SA de CV

RRestaurante El Bajio De

Azcapotzalco

Root Corporation

Rowntree Enterprises

SSal y Dulce Artesanos SA de CV

Sanidad Urbana y Agropecuaria, SA de CV

Serficor, Sapi de CV

Servicios E Importaciones Especiizadas S.A. de CV

Siemens México

Souter, SA de CV

Specialty Restaurants Corporation

STF Consulting

TTextiles Dupre

Textiles Gamus

UUBS International

UIA

Universidad Del Valle De México

Universidad Loyola De Chicago

UVM y Fodeli

VVesta

WWelch Allyn

White Castle

Transitions Mexico Attending Companies

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Successfully launched in 2017, Transitions Canada serves the needs of our Canadian audience, and the US’ largest trading partner, as well as US family businesses.

Transitions Canada is unique among Canadian family business forums: all of our speakers are business family members sharing their stories and experiences in a confidential, “no-sell” environment. This allows for deep conversation and learning for attending family businesses.

Attendance at this conference is strictly limited to owners, shareholders, family members, in-laws and executives of 75 family businesses/enterprises. The conference is designed to facilitate conversation on important family issues among generations. There is special programming for family business members aged 15-29, and for those who have married-in to the family business.

TRANSITIONS CANADASeptember 26-28, 2018 • Waterside Inn, Mississauga, ON

Transitions Canada features:• Plenty of time and forums to network with other families.

• Shared pre-conference survey results.

• Our confidential and no sell environment.

• A pre-conference “Family Business Basics” session for first timers.

• Conference Pricing on Hotel Rooms the days before and after the conference.

• Assistance with scheduling and hosting your own family meeting or get together before; during or after the conference

• Limited attendance (150 guests from between 50 and 65 families). There are no outside advisors permitted. Families may bring a non-family executive or their own family advisor.

• FAMILY FOCUS: Transitions is brought to you by Family Business Magazine, a third-generation family owned company, and Next Gen Anesti Principal John Neretlis, a G2 in his family business and a G2 married-in of his wife’s family business.

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TRANSITIONS CANADASponsorship Opportunities

Platinum ...........$25,000 CD/$20,000 US(Exclusive Welcome Reception Sponsor)(SOLD OUT for 2018)• Exclusive sponsor of the Conference Welcome Reception







Gold .................$20,000 CD/$16,000 US(Group Dinner or Opening or Closing Lunch Sponsor) (Four Slots Available)






• Named sponsor of the group dinner on first day or group lunch on first or second day


Silver ................$18,000 CD/$14,400 US(Four Slots Available)

• Signage at event and in conference agenda• Presentation of company logo and web address in print,

electronic, and other marketing• Inclusion of one or two corporate brochures in registration

materials distributed to attendees• Tabletop for literature distribution• Complimentary attendance for one company executive,

who may be a breakout or workshop facilitator as appropriate


Bronze ..............$15,000 CD/$12,000 US (Eight Slots Available)


electronic, and other marketing• Inclusion of single corporate brochure in registration

materials distributed to attendees• Complimentary attendance for one company executive,

who may be a breakout or workshop facilitator as appropriate


Supporting ...........$8,000 CD/$6,400 US (Limited availability)


electronic, and other marketing• Inclusion of single corporate brochure in registration

materials distributed to attendees• Shared tabletop for literature distribution (one piece

maximum)

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Not your usual wealth management conference, now in its second year

FAMILY BUSINESS GENERATIONAL WEALTH

February 7-9, 2018 • Hotel Colonnade, Coral Gables, FL

• Unique focus on successful operating family businesses and their shareholders• Limited sponsorship availability• Unique sponsorship engagement for maximum value• Engage top family businesses in an intimate and confidential environment

There are many “wealth management” conferences out there, but they don’t focus on active family business wealth preservation and growth. Family Business Generational Wealth, from Family Business Magazine, is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves. Family Business Generational Wealth is an opportunity for sponsors to engage active family businesses in their wealth management and growth.

Attendees include:

• Family business CEOs/Chairs/CFOs• Family business shareholders• Family council leaders and members• Family office leaders

Built on the model of our successful Transitions Conferences, Family Business Generational Wealth offers:

• A safe harbor environment for the discussion of key family business wealth issues

• Speakers who are members of family companies or enterprises, sharing real-life successes and failures.

• Limited attendance, and a private and confidential environment in which to share challenges and opportunities with other families, and selected sponsors

• A solid focus on networking with family business and enterprise members

Would you recommend that other family members attend Family Business Generational Wealth?

Yes: 100%

Source: Family Business Wealth conference attendee evaluations.

Among the topics covered at Family Business Generational Wealth:

• Defining wealth objectives that work for the family and the business

• Managing Intergenerational wealth transfer/estate transfer

• Capitalization and dividend strategies; liquidity, business valuation

• Affirmative/impact/passion/philanthropic investing

• Tax strategies for operating family companies

• NextGen financial literacy and responsibility

• Family offices, family investment banks and venture funds

• Personal and family security

• Choosing wealth management advisors

• Governance for wealth management and growth

• Family wealth case studies

THE CONFERENCE FOR WEALTH PRESERVATION AND GROWTH ACROSS GENERATIONS

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Platinum ......................... $30,000(Exclusive Welcome Reception Sponsor)(One Slot Available)





• Tabletop for literature distribution.



Gold ............................... $20,000(Group Dinner or Opening or Closing Lunch Sponsor) (Three Slots Available)






• Named sponsor of the group dinner on first day or group lunch on first or second day









Bronze ............................ $15,000(Four Slots Available)






Supporting ...................... $10,000(Two Slots Available)





Sponsorship Opportunities

FAMILY BUSINESS GENERATIONAL WEALTH

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THE PRIVATE COMPANY GOVERNANCE SUMMIT 2018

May 16-18, 2018 • Westin City Center, Washington, DC

Would you recommend that other private company

owners and directors attend this conference?

Yes: 100%

Source: PCGS attendee conference evaluations.

The sixth annual Private Company Governance Summit (PCGS) serves the governance information needs of owners, shareholders, directors and advisory board members of closely-held, family–owned and private equity owned private companies. The conference is produced by Private Company Director, Directors & Boards and Family Business Magazine.

Serving Middle Market Private CompaniesPCGS attendees represent middle market privately-owned companies, ranging in size from $50 million to well over $3 billion in annual revenues. Private Company Director was launched (in print and online) in 2013 to serve the governance needs of this important and hard-to-reach demographic.

According to Deloitte LLP, 75% of the US companies in the middle market are privately-held. Of the privately-held companies, 36% are family-owned, 28% closely-held (non-family) and 36% are private-equity or VC-backed, or had some other ownership structure.

Middle market companies are leading job growth, employing more than 50 million people and making a contribution of nearly $6.2 trillion to the U.S. economy. (Source: Middle Market Power Index from American Express and Dun & Bradstreet.)

The United States is home to 55,700 middle market companies and generates the highest amount of economic output among such companies in major global markets. (Source: HSBC and Oxford Economics.)

Each PCGS conference features:• Speakers who are serving directors or

private company owners/shareholders, sharing practical, real-world experiences

• Top flight keynote addresses

• Collaborative discussion sessions

• Breakouts covering key governance topics

• Special content for private companies just beginning to develop formal governance

• Exceptional networking opportunities

The Private Boards of the Year Awards Dinner is a key feature of the Private Company Governance Summit.

The Private Boards of the Year are selected through nominations, and then researched and vetted by the editorial team of Private Company Director and Directors & Boards magazines. Final selections and honorable mentions are made by a panel of independent judges.

Private Boards of the Year 2018

Hagerty Holdings Corp

Mead & Hunt Companies

Pelstar LLC

Diesco - Advisory Board

Samaritan Medical Center - Revenues under $100 million

W.S. Darley & Co. - Revenues between $100-$350 million

Bush Brothers and Company - Revenues between $350 million-$1 billion

Blue Diamond Growers - Revenues above $1 billion

PAST HONOREES:

16

The PCGS Conference is marketed to more than 25,000 executives, owners, board members, and investors through extensive print and digital promotion to the subscriber lists of Directors & Boards, Family Business Magazine and Private Company Director.

What attendees say about The Private Company Governance Summit

“Excellent conference—the best! Quality and valuable content, excellent networking. Everyone was engaged and engaging.”

“The quality of the attendees and the speakers was incredible! The collective experience in that room was very humbling.”

“Great networking, great education and great people in attendance.”

“Well planned, well moderated, good speakers.”

“Loved the focus on private versus public company issues. It is often hard to benchmark in this area—but here, you could talk directly with those similarly situated.

“The conference completely changed my view on how a board is conducted and run.”

“The quality of the attendees is extraordinary, and the tempo and content of the sessions allows time to think, engage and connect.”

“This conference may be the best thing I’ve done all year!”

“Top notch. Organized, great content, well managed.”

“A unique place to get a lot of good information and be exposed to new ideas. I left inspired and curious about bringing some ideas back to our board.”

“Outstanding value for time invested. Fantastic speakers, so well qualified. I’m so impressed that these experts are willing to share and give back, and pay it forward. This has been one of the best conferences I have ever attended. Contacts, networking and resources, all here in a day and a half. Wow!”

“This conference provides a wonderful buffet of ideas. Some fit, some don’t, but the ones that fit are gems.”

“The discussion and interactions were very enjoyable and the pace was just right. Kept things moving.”

Marketing

The following associations are supporting conference sponsors and marketing partners. Special registration discounts are offered to their members: The National Association of Corporate Directors The National Center for the Middle Market The Private Director AssociationThe CFO AllianceThe Society for Corporate Governance

Association Support

A limited number of sponsorships are available for companies serving middle-market private companies and their boards, in the following categories: Private Company ServicesCompensation Research and ConsultingAccountantsExecutive Search/Board SearchSuccession PlanningBoard TechnologyLaw FirmsM&A AdvisorsPrivate Equity FirmsGovernance AdvisorsFamily Business AdvisorsCrisis CommunicationsD&O and Liability InsuranceCorporate/Shareholder Communications

Available Sponsor Categories

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AAACS Industries Inc.

Grupo Adeste

Advent International

Aegis Business Technologies

Aetna

The Agnew Company

A.J. Antunes & Co.

AgStar Financial Services, ACA

Allied Logistics

All Media Ventures

Allstate Insurance Company

American Hotel Register

American Textile Company

Amirexx

Amuleto Advisory LLC

AnswersMedia LLC

Arden Seminars, Inc.

Ariens Company

Asesores Comerciales

Asset Management Trust

B Babcock Lumber Company

W. S. Badcock Corporation

The Bama Companies

Banner Real Estate Group

Barnegat Bay Capital, Inc.

BDP International, Inc.

H.J. Baker & Bro., Inc.

BDT Capital Partners

Grupo Benassi

Big D Oil Co.

Big Shoulders Capital

BioAgilytix Labs

Bird Technologies

Bison Gear & Engineering Corp.

The Biltmore Company

Blain Supply, Inc.

Bonadio Construction Consultants

The Bon-Ton Stores, Inc.

Brakebush Brothers, Inc.

The Brick Companies

C H Briggs Company

Brownstein Corporation

Bueno Foods (El Encanto Inc.)

J.M. Burguieres Co. Ltd.

Bush Brothers & Company

C Caganco, Inc.

Calkins Media Incorporated

Canal Insurance Company

Capstan Corporation

Cardone Industries

Carolina Biological Supply Company

Carriere Family Farms

Carroll Motor Fuels/High’s of Baltimore LLC

Cee Kay Supply, Inc.

Centura Capital

Charter Manufacturing Co., Inc.

Chick-fil-A, Inc.

China Cat Capital, LLC

Cilker Orchards

City Financial Corporation

CKAL Advisory Partners LLC

CL&D Graphics

CNA Insurance Companies

Columbia Group

Concessions International

Conn Attorney Title Insurance Company (CATIC)

Construction Specialties

Jack Cooper Holdings Corp.

Adolph Coors Company, LLC

Coril Holdings

Cornerstone Research

Covenant Services Worldwide, LLC

Cox Enterprises, Inc.

Cross Border Enterprises, LLC

Cuestamoras

Curran Group

D W.S. Darley & Co.

Dart Transit Company, Inc.

The Davey Tree Expert Company

Day & Zimmerman

Defender Holdings, Inc.

DeFeo Partners LLC

De La Vega Occidental & Oriental Holdings

Del Monte Corporation

Dentons

De Palm Corporation N.V.

Diesco, Ltd.

The Distributor Board LLC

Dot Foods

Draper and Kramer, Inc.

Drummond S Drew Industries, Inc.cientific

A. Duda & Sons

DxUpClose, Inc.

E EagleNext Advisors LLC

Edmund Optics, Inc.

Elkay Manufacturing Company

Emerald Home Furnishings

Energy Health and Fitness Corp.

Enlight Research LLC

Ensign-Bickford Industries, Inc.

Erie Times News

EVAPCO, Inc.

Everest Hotels

EVINE Live

Evolution Life Sciences

The Expo Group

F A.W. Faber Castell S.A

FBD Partnership L.P.

Feigelsohn Kellar

H.G. Fenton Company

Fidens Engineering

First Supply LLC

Flanagan Foodservice Inc.

FMI Corporation

Follett Corporation

Fort Wayne Wire Die

Freeman

Fresno First Bank

Furst-McNess Company

G GAI Capital LTD

Gallagher Asphalt Corporation

Gallup Organization

Gefinor Ventures

GeoEngineers, Inc.

GI Supply

Goliath BV

Frederick Goldman, Inc.

Goradia Capital

Gordon Food Service

Gorrill Ranch

Governance Partners Group, LLC

Stephen Gould Corporation

Great Lakes Cheese Co., Inc.

H Hagerty Holding Corp.

Hartland

The Haskell Company

Heatron

Hefner & Associates, Inc.

The Heights Real Estate Company

Hillcrest Holdings

The Hite Company

HoldFast, LLC

Home Leasing, LLC

Honest Tea

Howard & O’Brien Associates

HRM Enterprises, Inc.

J.M. Huber Company

Hussey Seating Company

Hunt Brothers Pizza, LLC

I The Icelantic Ski Company

IDEAL Industries

InfuSystem Holdings

J Jaguar Capital

The Jones Group

Just Born Quality Confections

K Karen Kane Consulting

Kenall Manufacturing

Kennedy Capital Management, Inc.

Kepner-Tregoe, Inc.

Kinsey Interests, Inc.

Kiolbassa Provision Company Inc.

Kitchen Brains

Koch Development Company

Kona Advisors LLC

Kruger Inc.

L LatamCila LLC

LDI, Ltd.

The Lee Company

Letica Corporation

Lewis James LLC

Lockheed Martin Corporation

Lundberg Family Farms

M Madison Dearborn

MAM Software Group, Inc.

Maschhoff Family Foods, LLC

Masonite International

McHugh & Company, Inc.

McSwain Consulting, LLC

Mead & Hunt Companies, Inc.

Meijer, Inc.

Menasha Corporation

Midmark Corporation

MFT Interests GP, LLC

Michelman, Inc.

The Miniat Companies

MLR Holdings LLC

C Mondavi & Family

Murchison Capital Partners, L.P.

N Narva & Company

Neff Packaging Solutions

Neptune Advisors

New Age Industries

New Enterprise Stone & Lime Co., Inc.

Nia Enterprises, LLC

Northcott Hospitality

Northern Institutional Funds/Northern Funds

Northern Tool + Equipment

Norwegian American Hospital

O Onboard Systems

One Hundred Years

One Technologies LP

Outrigger Enterprises, Inc.

P Pelstar LLC

Penn Mutual

Pension Corporation Group Ltd.

Perma Pipe International Holdings

Private Company Governance Summit Attending Companies

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Petra Group New York, Inc.

PFM Financial Advisors LLC

Phoenix Strategic Advisors

Pine Bluff Sand & Gravel Company

Pitcairn Family Council

Plaxall Inc.

Porter Hedges LLP

Power Construction Conpany

POWER Engineers, Inc.

Prista

The PrivateBank

Probity International Corporation

Progreso

ProZyme

Purity Zinc Metals

Q QSM Quality Services

Management Inc.

R RaceTrac Petroleum, Inc.

Rainwater Asset Management, LLC

Refrigerative Supply

Reiman ADR

Reviva

RHW Associates LLC

E. Ritter & Company

Rockler Companies

Rogers Group, Inc.

Rowntree Enterprises

Rush Fitness Corp

S SACHEM, Inc.

Sage Partners

Sakioka Farms

Salter Labs

Samaritan Medical Center

Savage Services

Schnuck Markets, Inc.

Schreiber Foods, Inc.

Schultz & Williams

The Schwan Food Company

Schwarz Supply Source

Seafair Capital

Seaway Bank & Trust

The Seneca Family of Companies

SeeRisk Management Advisors, LLC

Senior Care Centers

Servco Pacific Inc.

Service Systems Associates

The Siegfried Group, LLP

SI Group, Inc.

Silvacom Group

Simparel

SINOP

SnoTemp Cold Storage

Solon Group

Southeastern Freight Lines

Southeastern Mills

Southworth International Group, Inc.

Srinidhi Capital

Stark Family Office

Starion Financial

StratConGlobal

Grupo Stefani

State Farm Insurance

Strategic Advice LLC

Strategic Ventures Consulting, Inc.

Summit Electric Supply

Sydney Associates, Inc.

T Taco John’s International

Tecnoquimicas, S.A.

Telamon Corporation

Tinius Olsen

RW Tomlinson

TPD Group LLC

Transatlantic BDR Ltd, LLC

Turtle & Hughes

U Underwriters Laboratories, Inc.

The United States Automobile Association

U.S. Space LLC

V Val-Matic Valve & Mfg. Corp.

Vanguard Group

Van Ness Feldman

Värde

Vertex Inc.

Vita-Mix Corporation

Vollrath Company

W Wallace Holdings, Inc.

Weigel Stores, Inc

WesTel Systems

Westerkirk Capital Inc.

Willson International

Windham Professionals, Inc.

Windhorse Capital Management

Windway Capital Corp.

Wittern Group

Woodford Manufacturing

X Xamax Industries

Y Yum! Brands

Z Zim’s Bagging Company

Arnall Golden Gregory LLP

Ascent Private Capital Management

B.O.A.R.D.S

Berkeley Research Group, LLC

Board Dynamics

Board Equity Partners

Board Prospects

Center for Corporate Governance, Drexel University

Chubb Group of Insurance Companies

ContinuityFBC

CyberVista

Deloitte LLP

Diligent Board Member Services

Diligent Corporation

Directors & Boards/Private Company Director Events

Diversity in Boardrooms

DLA Piper LLP

Drinker Biddle & Reath LLP

Ernst & Young LLP

Family Enterprise Consulting, LLC

Family Office Exchange

Freeborn & Peters LLP

Frontenac Company

Hay Group

Heidrick & Struggles

Kirkland & Ellis LLP

Kreischer Miller

McKenna Long & Aldridge LLP

Mendez Strategy Group

MidMarket Capital Advisors, LLC

Midwest Family Business Advisors

National Association of Corporate Directors

New York Family Business Center

Practical Law Thomson Reuters

PricewaterhouseCoopers LLP

Private Director Association

Rotman School of Management

Russell Reynolds

Sankofa Legacy Advisors

Securities and Exchange Commission

SEI Private Wealth Management

Seyfarth Shaw LLP

Smith Family Business Initiative, Cornell University

Temin and Company

The Business Roundtable

The CEO Institute

The Family Business Consulting Group

University of Maryland Robert H. Smith School of Business Director’s Institute

US Bank

Willis Towers Watson

Private Company Governance Summit Attending Companies (continued)

Other Attendees

19

Platinum ......................... $40,000(Exclusive Welcome Reception Sponsor)(Sold Out for 2018)






• One complimentary full conference registration for one private company director client

• Complimentary attendance for up to three company executives, one of which may also be a panel participant/speaker/moderator as appropriate

• Full-page, 4-color ad in special print magazine, Private Company Director

Gold ............................... $35,000(Group Dinner or Opening/Closing Lunch Sponsor) (Three Slots Available)



• Inclusion of two corporate brochures in registration materials distributed to attendees


• Complimentary attendance for two company executives, one of whom may also be a panel participant/speaker/ moderator as appropriate

• Named sponsor of the group dinner or group lunch on first or second day

• Full-page, 4-color ad in special print magazine, Private Company Director








• Half-page, 4-color ad in special print magazine, Private Company Director

Bronze ............................ $20,000(Four Slots Available)





• Access to shared table for literature distribution

Supporting ...................... $15,000(Two Slots Available)




• Access to shared table for literature distribution

Sponsorship Opportunities

PRIVATE COMPANY GOVERNANCE SUMMIT

• Title sponsor, Private Boards of the Year Awards Presentation: Add $7,000• Conference badge lanyard sponsorship: Add $3,000New for 2018: Sponsorship Add-Ons

2018 CONFERENCE SCHEDULE - Family Business Magazine · 2019. 12. 18. · 1 alue 2018 CONFERENCE...

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Transcript of 2018 CONFERENCE SCHEDULE - Family Business Magazine · 2019. 12. 18. · 1 alue 2018 CONFERENCE...