Table of Contents - Family Business Magazine...Gary Morrocco Deborah Morrocco is an owner of the...

Table of Contents Family Company Participants (Pages 3‐32) Acme Manufacturing Company .......................................................................................... 3 The Agnew Company .......................................................................................................... 4 Belknap White Group/RID .................................................................................................. 4 Bernick Advisory Limited .................................................................................................... 4 C.H. Briggs ........................................................................................................................... 5 Brisbane Markets Limited ................................................................................................... 6 Cakebread Cellars ............................................................................................................... 6 Cambridge Information Group, Inc. .................................................................................... 6 Canal Insurance Company................................................................................................... 7 The Clemens Family Corporation ........................................................................................ 8 Corovan ............................................................................................................................... 8 Day & Zimmermann ............................................................................................................ 9 Delaware North .................................................................................................................. 9 John L. Dickinson Company ............................................................................................... 10 JE Dunn Construction Company ........................................................................................ 11 Jas. D. Easton, Inc. ............................................................................................................. 12 Elmore Companies ............................................................................................................ 12 Fairfield‐Maxwell Ltd. ....................................................................................................... 14 Field Holdings LLC ............................................................................................................. 14 The Frey Foundation ......................................................................................................... 15 GAI Capital Ltd. ................................................................................................................. 15 Greenhouse Fabrics .......................................................................................................... 16 Idaho Asphalt Supply Inc. .................................................................................................. 16 IWC Natural Resources, LLC .............................................................................................. 18 Keller Enterprises .............................................................................................................. 18 Link Snacks, Inc. ................................................................................................................ 19 L&H Company, Inc. ............................................................................................................ 19 Mannington Mills Inc. ....................................................................................................... 20 Maui Varieties, Ltd. ........................................................................................................... 21 McKee Foods Corporation ................................................................................................ 22 Midmark Corporation ....................................................................................................... 23 MLR Holdings LLC .............................................................................................................. 23 The Optimas Group ........................................................................................................... 24 Pathway Partners, LLC ...................................................................................................... 25 Pigs and Bricks .................................................................................................................. 25

Pinnacle Oil, Inc. ................................................................................................................ 26 Pitcairn .............................................................................................................................. 26 River Forest Capital Partners ............................................................................................ 27 Root Family Board of Directors ......................................................................................... 27 Rowland Taylor, LLC .......................................................................................................... 27 RST Development .............................................................................................................. 28 Shoebox Private Trust Company ....................................................................................... 28 Turner Furniture ............................................................................................................... 29 United Petroleum Transports ........................................................................................... 30 University of Chicago Booth School of Business ............................................................... 30 The Vernon Company ....................................................................................................... 31 Welch Allyn ....................................................................................................................... 32 Wilks Brothers LLC ............................................................................................................ 32 Family Business Magazine ................................................................................................ 33 Moderators, Facilitators, Sponsors and Other Attendees Ernst & Young LLP ............................................................................................................. 35 Vogel Consulting ............................................................................................................... 37 Northern Trust .................................................................................................................. 38 Wilmington Trust .............................................................................................................. 39 Family Office Exchange ..................................................................................................... 40 Couples at Crossroads ....................................................................................................... 41 JZ Partners ........................................................................................................................ 43 SEI Private Wealth Management ...................................................................................... 43 CFAR Center for Applied Research .................................................................................... 44 DonorsTrust ...................................................................................................................... 45 BDT & Company ................................................................................................................ 45 Private Directors Association ............................................................................................ 46

Family Company Participants Acme Manufacturing Company Glen A. “Fritz” Carlson, President & CEO Thomas M. McKaig, Chief Financial Officer Acme Manufacturing Company, headquartered in Auburn Hills, Michigan, designs and manufactures special machinery and integrated robot systems for metal surface finishing applications. Acme’s core competency is providing automated solutions for buffing, polishing, deburring, grinding and superfinishing. Acme Manufacturing Company was founded in 1910 and is currently owned and operated by the fourth generation of the Carlson family. Acme sells to twenty industries globally and is exporting to ten countries. Acme’s annual revenue is approximately $30 million of which over sixty percent is export.

Glen A. "Fritz" Carlson III, is President & CEO of Acme Manufacturing Company, a global leader in the design and manufacturing of machine tools and automated robotic finishing systems used in grinding, polishing, buffing, superfinishing and deburring. Mr. Carlson has over 32 years of industry experience and in 1997, became the fourth generation of the Carlson family to lead the 106-year-old company founded in 1910. As President & CEO, Mr. Carlson is responsible for

overseeing all company operations, including the development and implementation of the Company's strategic direction. Mr. Carlson has established numerous relationships and global partnerships that have enhanced Acme's ability to penetrate domestic and overseas markets with cost-effective automated finishing solutions. Mr. Carlson is an active member in the Association of Manufacturing Technology (AMT), Robotics Industry Association (RIA), Knowledge Enterprises, Inc., Young Presidents' Organization (Gold) (YPO) and a strategic integrator partner with FANUC Corporation., for grinding, polishing and buffing. Mr. Carlson has been a distinguished speaker at numerous Machine Tool and Automation Conferences on Acme's success in exporting capital equipment. Mr. Carlson holds an Executive M.B.A. from the Advanced Management Program of Michigan State University and a Bachelor of Arts degree in Marketing from Michigan State University.

Thomas M. McKaig is Chief Financial Officer of Acme Manufacturing Company, a global leader in the design and manufacture of machine tools used in grinding, polishing, buffing, superfinishing and deburring. Tom is a certified public accountant with over 25 years of industry experience. As CFO, Mr. McKaig is responsible for overseeing all of the company’s financial operations.

Mr. McKaig is an active member in the Association of Manufacturing Technology (AMT), and The American Institute of Certified Public Accountants (AICPA). He holds an M.B.A. from Michigan State University, and a Bachelor of Science Degree in Accounting from Wayne State University.

The Agnew Company Dan Agnew, President Now in its fourth generation, The Agnew Company was started by Samuel A. Agnew (1879-1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a family enterprise that has continued to grow through a diversified and diligent approach to investing. The Agnew family has adopted a stewardship approach to their asset base that was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917-1980). Their foresight and commitment to future family generations has made it possible for the third and fourth generations of the family to continue to promote the advancement of intellectual growth, individual responsibility, and wealth management that will help ensure opportunity and excellence for future generations.

Dan Agnew is a third-generation family member who has championed and led The Agnew Company's business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been active on industry and charitable boards.

Belknap White Group/RID Deborah Morrocco, Owner/Operator Gary Morrocco

Deborah Morrocco is an owner of the Belknap White Group, a flooring distribution company located in Mansfield, MA, and RID LLC, a beverage distribution company located in West Greenwich, RI. Her focus is in human resources -- specifically, recruiting, payroll and benefit management. The company was founded in 1959 by Antonio Mancini. Deborah has a B.S. from Boston College School of Business. She lives with her husband, Gary, in Rhode

Island. Her son Derek is a Boston College graduate who is currently working at Fidelity as a software developer; her son Matthew is at Columbia University in his second year in the graduate school of the arts; daughter Kristina is a graduate of Boston College currently employed at a marketing startup in Waltham, MA, and daughter Elizabeth is in her freshman year at Parsons School of Design in New York. Bernick Advisory Limited Howard Bernick, President

Howard B. Bernick, 64, is President of Bernick Advisory Limited, a private investment advisory company. At the end of 2006, Mr. Bernick retired as President, Chief Executive Officer and a Director after a thirty year career at the Alberto-Culver Company, an international NYSE listed manufacturer and marketer of beauty care products and the world’s largest professional beauty supply distribution company through its Sally Beauty Company subsidiary.

In November, 2006 Alberto-Culver completed a strategic initiative to separate its consumer products business and its professional beauty supply distribution business, resulting in two new public companies. One, a consumer products company operating as Alberto-Culver (NYSE: ACV), and the other Sally Beauty Holdings (NYSE: SBH). Through its fiscal year ended September 30, 2006, Alberto-Culver recorded fifteen consecutive years of record sales and record earnings with both of these measures growing at double digit compound annual rates

during this period. Subsequently, the Alberto-Culver consumer products company was sold to Unilever for $3.8 billion. Mr. Bernick was born in Canada and graduated from the University of Toronto in 1973. He began his career with Wood Gundy Limited, a leading Canadian investment banking firm, and moved to Chicago in 1974 to join the First Boston Corporation. In 1977 he joined Alberto-Culver as director of profit planning and acquisitions. A director of Alberto-Culver Company since 1986, he was named president and chief operating officer in 1988 and was promoted to chief executive officer in 1994. Mr. Bernick is a member of the World Presidents’ Organization, Chief Executives Organization, The Economic Club of Chicago, The Commercial Club of Chicago, and serves as a director of the Juvenile Diabetes Research Foundation, the Palm Beach Civic Association, and the Board of Trustees at The Field Museum in Chicago. Mr. Bernick has previously been a Director on several public and large private company boards, including the Wm. Wrigley Jr. Company (NYSE: WWY) until its $24 billion merger into Mars, Incorporated in October 2008. He currently serves on the Boards of Directors of Mead Johnson Nutrition Company (NYSE: MJN) and The Duchossois Group, Inc. C.H. Briggs Eric Jenkins, Director C.H. Briggs is one of the largest independently-owned distributors of specialty building materials on the east coast. Since Harry Briggs first started the business, C.H. Briggs has grown into a thriving third-generation family business. Under the leadership of Julia Klein, C.H. Briggs is now one of the nation's top women-owned businesses, no longer known just as a hardware distributor but now as a solutions provider with a wide range of interior specialty building materials. For nearly 50 years, Briggs has forged deep partnerships with more than 200 suppliers while building loyal relationships with thousands of customers. Now carrying over 40,000 products, C.H. Briggs is a leading provider of: • Hardware - decorative hardware, functional hardware and production supplies • Board & Panel Products - from hardwood plywood to MDF to particleboard, including FSC® FSC-C019945 and no added urea formaldehyde (NAUF) materials used in green building • Premium Surfaces - such as DuPont™ Corian® solid surfaces, DuPont™ Zodiaq® quartz surfaces, marble, limestone, and granite natural stone

Eric Jenkins is President of Jenklein LLC, a real estate holding company, and is a Director of the C.H. Briggs Company.

He has also held various executive positions working on local government issues including municipal finance and distressed municipalities. Eric has served as both an elected and appointed official as well as the city's Managing

Director in Reading, PA. In addition, he has professional experience with environmental issues focused on water quality and the restoration of the Chesapeake Bay. His pro-bono and non-profit work reflects his interests in the arts and the environment. Eric recently chaired a successful capital campaign for Berks Nature to construct an outdoor environmental learning center in an urban wetland. He also chairs the advisory board for the O'Pake Center for Ethics, Leadership, and Public Service at Alvernia University.

Eric has a B.A. from IUP and a Master’s Degree from Duke University. He lives in Oley, PA with his wife, Julia Klein, and has a son who attends college in Washington D.C. Brisbane Markets Limited Bruce Hatcher, Director

Bruce Hatcher is an accredited family business adviser. He has extensive experience in working with a wide range of clients covering many industry sectors and consults to and has served on the boards of several private and/or family owned businesses. Bruce has international experience and has worked within a number of prominent industries including motor, professional and financial services, primary rural enterprises, building and tourism related

industries. Bruce currently sits on the following Boards: • Motor Trades Association of Australia Superannuation Fund ($9.8 billion funds under management) • Brisbane Markets Limited • Queensland Rugby League Ltd • Queensland Academy of Sport – Deputy Chairman (Government appointed) Bruce is a past Chairman of BDO Queensland. He was Managing Partner of Horwath Qld for 15 years and was National Chairman of Horwath Australia - Professional Services and Chartered Accounting firm with international affiliations. He has previously served as Chairman of Pohlmans Nurseries – a Gatton based family owned business, as a Director of a rural abattoir engaged in export. Cakebread Cellars Bruce Cakebread, President and Chief Operating Officer

Bruce Cakebread has been president and chief operating officer of Cakebread Cellars since 2002. Bruce first studied pomology (tree fruits) at California Polytechnic University in San Luis Obispo in 1974, and completed his studies in viticulture and enology at the University of California at Davis in 1978. After working alongside his father since 1977, Bruce assumed the winemaking role in 1979, overseeing all vineyard operations and winemaking duties until 2002,

when he became president and COO. Bruce’s community involvement includes currently serving on the Viticulture and Enology Executive Leadership Board at UC-Davis. He is a past member of the Napa Valley Vintner Board and served as its chairman in 2010 and 2013. Cambridge Information Group, Inc. Larisa Avner Trainor, Senior Vice President and General Counsel

Cambridge Information Group, Inc. is a family owned global investment firm with a focus on information services, education and technology. The team has completed over 30 investments during the 2002-2013 period and is continuously expanding its areas of investment expertise across other industries. Currently, the CIG family of companies employs more than 2,000 people in 34 countries.

CIG builds companies for long-term success by reinvesting in the growth and development of existing portfolio companies as well as acquiring new businesses with sustainable growth and profitability. Our long-term investment perspective and commitment of personal time and resources differentiates us from traditional sources of private capital.

Larisa Avner Trainor joined CIG in April 2005 and has served as its General Counsel since 2010. Larisa is responsible for all legal aspects of mergers and acquisitions, all financing and investor relationships, tax planning and corporate compliance. She also works on a variety corporate matters, including executive compensation issues and serves at the Secretary of ProQuest and all the other CIG portfolio companies, as well as managing the corporate property and

casualty insurance for all of the CIG companies. Larisa previously worked at E*TRADE Financial Corporation in their in-house legal group and was a member of the corporate group at Fried, Frank, Harris, Shriver & Jacobson LLP, where she specialized in transactional and securities law matters, including mergers and acquisitions, private investment funds, investment management, and corporate governance. Larisa received her J.D., with honors, from The George Washington University Law School and her BS in Accounting from the State University of New York at Albany. She was a Certified Public Accountant licensed in New York State and worked for three years as an auditor with a bank holding company prior to attending law school. Larisa is a member of the bars of the District of Columbia and the Commonwealth of Virginia. Larisa and her husband, Sean, live in Bethesda with their three daughters. Canal Insurance Company Todd Hardaway, Vice President Canal Insurance Company was founded in 1939 by William R. Timmons, Sr., after he saw a bright future for long haul trucking operators during the Great Depression. Developing on this niche, Timmons grew the company from the ground up until his untimely death in 1948. The company forged ahead with the help of internal management and the leadership of the family’s second generation. By 1953, Canal had expanded business to nine Southern states. Towards the end of the 1950’s, Canal was operating in 27 states, writing $4.7 million in premiums and had a surplus over $1 million. Canal continued steady growth through the 1960’s and 1970’s. Canal experienced great success in the 1980’s and 1990’s. Surplus rose to $400 million, and premiums reached just under $200 million. Today, Canal Insurance Company is recognized in the industry as a stable, responsive and financially strong leader in commercial trucking insurance. A third generation owned, but individually governed and professionally managed company, Canal has specialized in transportation insurance since its inception, and underwrites in forty-six states. Canal is represented by a network of independent general agents across the United States.

Todd Hardaway is a shareholder and is the only member of the family’s fourth generation currently in the business. He serves as Vice President of Central Realty Holdings, a sister company of Canal Insurance Company specializing in hotel, multifamily, and retail development and leasing. Todd serves on the Family Council for the businesses and is also a board observer to Canal Insurance Company. He earned his BA (1997) from the University of South

Carolina Honors College. He lives in Greenville, SC with his wife and two sons.

The Clemens Family Corporation David W. Budnick, Treasurer and Vice President of the Family Office The Clemens Family Corporation (CFC), located in Montgomery County, PA, is a sixth-generation privately held family company focused on long-term value creation for its customers and shareholders while simultaneously focusing on exceptional governance and accountability. CFC employs 2,346 team members and had FY2015 revenue in excess of $850 million. CFC's business interests include Clemens Food Group (CFG) and Clemens Development: The Hatfield brand, CFG's legacy business founded in 1895, owns more than 1.3 million square feet between its two facilities located in Hatfield and Emmaus, PA. The Hatfield facility is the sixth-largest pork processing plant in the country and the largest full-line pork processor in the Northeastern United States. Clemens Development owns and manages a portfolio of over 1.9 million square feet of industrial, agricultural and commercial retail property located throughout Pennsylvania.

David W. Budnick is the Treasurer and VP of Family Office for The Clemens Family Corporation. Mr. Budnick leads the company's capital raising, treasury and family office functions in a growing, high performance, privately held environment. He is truly passionate about his work and enjoys collaborating with others to discover the solutions that drive the business forward.

Mr. Budnick leads efforts with banking relationships, all other lenders, mergers and acquisitions, cash flow and all family office functions. He also created the financial and corporate strategies and structures resulting in the diversification into real estate development which has grown from zero to over $100 million in assets. Mr. Budnick holds a BS from Drexel University, an MBA from Lehigh University and has attended the Kellogg School of Business at Northwestern University studying Governance of Family Enterprises. He is also on the board of directors of a faith based counseling center. Corovan Richard Schmitz, CEO/President Pia Schmitz Founded in 1947, COROVAN was originally known as Coronado Warehouse & Supply. Since then, the company has expanded to multiple locations with storage capacity of almost 1 million square feet with COROVAN Office Relocation and Warehouse Storage, CORODATA Document Storage and Document Destruction, with five locations and approximately 700 employees. The business is managed by the second generation and is transitioning to the third. Bud Schmitz, CEO and President of COROVAN, attended Chico State and

earned a finance degree and has been running the COROVAN side for 20 years of significant growth.

Pia Schmitz, not actively involved in the business, has been raising their four

children. She graduated from the University of Tuebingen, Germany.

Day & Zimmermann Harold L. (Hal) Yoh, III

Hal Yoh is Chairman and Chief Executive Officer of Day & Zimmermann (dayzim.com), a leader in construction & engineering, staffing and defense solutions for leading corporations and government agencies around the world. Headquartered in Philadelphia, PA and ranked as one of the largest private companies in America by Forbes, the company operates from more than 150 worldwide locations with a workforce of over 50,000. Day & Zimmermann is a

former recipient of the U.S. National Family Business of the Year award. Since becoming Chairman and CEO in 1999, Mr. Yoh has continued the company’s dedication to its values-based culture and promise to its customers – We do what we say. Mr. Yoh is active in many industry and professional associations including roles as past Chairman and current board member of the National Defense Industrial Association (NDIA), past Chair of the Construction Industry Institute (CII), and member of the steering committee for the Defense Industry Initiative on Business Ethics & Conduct. He is a member of the Business Roundtable and previously served on the Board of Directors for Teleflex (NYSE:TFX). In 2013, Mr. Yoh was inducted into the National Academy of Construction, and he was awarded ‘Master Entrepreneur’ for Greater Philadelphia as part of Ernst & Young’s Entrepreneur of the Year program. A strong believer in civic and community service, Mr. Yoh was recently appointed Chair, Philadelphia Airport Advisory Board and currently serves as a Trustee of the Franklin Institute, a past board member of WHYY, and an executive committee member and past chair of the Greater Philadelphia Chamber of Commerce. He also has served on numerous boards and committees for Duke University. Mr. Yoh is a graduate of Duke University with a Bachelor of Science degree in Mechanical Engineering and Material Sciences and he holds a Master of Business Administration from The Wharton School of Business at The University of Pennsylvania. Delaware North Lynn Reichenbach, Shareholder Lisann Jacobs, Shareholder Lucille Zureck, VP Shareholder Relations Delaware North is one of the largest and most admired privately held hospitality companies in the world. Founded and owned by the Jacobs family for nearly 100 years, it is a global leader in hospitality and food service with operations in the sports, travel hospitality, restaurant and catering, parks, resort, gaming and specialty retail industries. Its portfolio includes high-profile venues: sports stadiums, entertainment complexes, national parks, restaurants, airports and some of the top regional casinos in the country. The company also owns a selection of award-winning destination resorts, as well as a series of premium restaurants and catering services that are leaders in the industry. Delaware North has annual revenue exceeding $3 billion with 60,000 employee associates serving half a billion guests in the United States, Canada, the United Kingdom, Australia, New Zealand and Asia. M. Lynn Reichenbach is a shareholder of Delaware North Companies Inc. Lynn is one of six sibling shareholders of Delaware North Companies Inc. Lynn’s father, Jeremy M. Jacobs, is chairman of the board and CEO and has been running the company since his father’s death in 1968. Lynn’s focus has been in philanthropy. She has served on various charitable boards and

committees in Boston, MA, Houston, TX, and Salem, VA. As a shareholder Lynn is involved in the formation of a family council and next-generation planning. She is also the president and a manager/member of the family trust company in Portsmouth, NH. She holds a bachelor of arts degree in history from Smith College (North Hampton, MA).

Lisann Jacobs is a member of the ownership group of Delaware North, a global leader in hospitality and food service. In 1915, her grandfather founded Delaware North and today it has more than 55,000 employees serving half a billion customers on three continents. It is one of the largest, and most admired, privately held companies in the world. In addition to her involvement with Delaware North, Lisann is active in the community. She has served on the board of directors for several non-profit organizations including the National Conference for Community & Justice (NCCJ) and the Maria M. Love Convalescent Fund. Lisann has also been involved with Roswell Park Cancer Institute, serving as a board member on the Roswell Park Alliance Foundation and chairing the Institute’s centennial celebration. Lisann is actively involved in next-generation education initiatives with the Jacobs Family Council, including organization of next-generation meetings. Lisann received her bachelor’s degree from Wellesley College, one of the most selective liberal arts colleges in the country. She lives in Buffalo, New York with her husband, Dr. Bruce Platt, a well-known cardiologist. She has three children and two grandchildren. LuAnn Zureck is the managing director of shareholder services at Delaware North Companies Inc. She has been integral in forming and managing the Jacobs Family Office and the family trust company, located in Portsmouth, NH. She has been with the family and the company for 29 years, holding various positions. She has a bachelor of science degree in business from the State University College at Buffalo and an associate’s degree in computer programming from Erie Community College in Buffalo, NY. John L. Dickinson Company Nancy P. Bruns, Chair, Investment Committee Lewis Payne, Member, Family Council Ray Marshall Evans III, Family Council Director of Education The Dickinson Family settled in the Kanawha Valley of Virginia (now West Virginia) in 1813, moving west from the Lynchburg area, because of saline brine discoveries. The salt business grew and evolved over the years into what currently is a natural resource management company, a commercial real estate company and an investment holding company. The family has six living members in the 6th generation, 24 in the 7th, 50 in the 8th, and 3 in the 9th. Shares of the companies are held in trusts.

Nancy P. Bruns was born and raised in Charleston, WV, where the family enterprise began 200 years ago. She is a chef by training. She worked in many aspects of the restaurant/food service industry before settling in Highlands, NC where she and her husband owned a small restaurant and catering company for 10 years. She now lives in Columbia, SC and splits her time between there and Charleston, WV where Nancy and her brother have started a company, J.Q.

Dickinson Salt-Works, that makes an all-natural, hand-harvested finishing salt by solar evaporation. Their ancestors moved to the area in 1813 to make salt so they are reviving the family heritage in their new business.

Nancy serves as Chair of the Investment Committee for the family investment holding company, Hubbard Properties. She is also involved in the family’s charitable giving process. Nancy is in the 7th generation of the family enterprise.

Lewis Payne was born and raised in Charleston West Virginia. He received his B.A. in Political Science from College of Charleston in South Carolina and his Juris Doctorate from Ohio Northern University’s Petit College of Law (Moot Court member). He practiced law in Kentucky for six years before returning to Charleston in 2003 to work for his family. He became VP of Operations for several land holding companies (Payne Gallatin Co., Horse Creek Land and

Mining, Spruce Boone Land Co., Boone Coal and Timber), concentrating in the area of litigation, lease work and natural resource management (coal, oil and gas and timber). Most recently Lewis and his sister Nancy Bruns have revived a longtime family business of salt making by forming JQ Dickinson Salt-Works. They make an all natural solar made gourmet finishing salt which is marketed to foodies, chefs and gourmet stores around the country. Lewis has been married to his wife Paige for 16 years and they have two children a daughter Cameron (16) and son Davis (13).

Ray Marshall Evans, III grew up in Atlanta, Georgia and then attended Deerfield Academy in Massachusetts. He received his B.A. in Business from Georgia State University in Atlanta. Upon moving to Charleston, SC., Ray worked eight years for Morgan Stanley and now is a Senior VP in his eighth year at Merrill Lynch where he specializes in family wealth planning for $1MM to $5MM families and entrepreneurs. Ray’s team recently developed a program that

provides invaluable resources to their clients, focusing on teaching the younger generation about how to be responsible stewards of wealth. Ray has been active in his family office since 2003. He is a non-voting advisor on the Dickinson family’s investment committee and is also a member of the Family Council. As part of the Family Council, Ray’s long-term vision is to create the educational resources to provide the next generation with the necessary tools to be leaders, equipped with a similar drive and passion shared by their ancestors. JE Dunn Construction Company Steve Dunn, Chairman of the Board Amy Billings, Family Council and Executive Committee Member It's difficult to encapsulate a legacy of over 90 years. It may rest in the skyline of hometown Kansas City or in other communities across the country where JE Dunn cranes reach skyward. Maybe it's in the ability to survive and grow as a family and employee-owned business, or in fostering loyalty among generations of employees. One thing is certain: the JE Dunn legacy can be found in its spirit of excellence, of giving and growing into the 21st century, and its continued commitment to core values. JE Dunn Construction is a leading provider of construction management services, design-build, and integrated project delivery. In 2015, the company was ranked as the tenth largest general building contractor in the United States.

Steve Dunn Steve joined JE Dunn as a real estate officer in 1975. He was promoted to Assistant Vice President in 1976 and assumed responsibility as Director of Safety and Affirmative Action in 1977. He was promoted to Vice President and Assistant Treasurer in 1980, Senior Vice President in 1989, Executive Vice President and Treasurer in 1995, and Chairman of the Board in 2000. Prior to joining JE Dunn, he was associated with Columbia Union Bank.

As Chairman of the Board he leads and facilitates the Board’s functions and responsibilities. JE Dunn Construction was founded in 1924. Today, the family-owned company is the 10th largest general building contractor in the United States, and is a leading provider of construction management services, design-build and integrated project delivery.

Amy Dunn Billings is a fourth-generation shareholder of JE Dunn Construction currently serving on the executive committee for the Dunn Family Council. Amy and her husband, Michael, own Buffalo Lodge, a 330-acre bison ranch, where they also offer lodging and venue space for special events.

Jas. D. Easton, Inc. Daren G. Cottle, Vice President and CFO

Daren Cottle is VP and Chief Financial Officer of the outdoor products company Jas. D. Easton, Inc., the third generation, family owned parent company of Easton Technical Products (Easton and Beman branded arrows and accessories, Easton commercial tubing and Delta McKenzie branded archery targets) and Hoyt Archery (Hoyt bows and accessories and Fuse accessories). Daren is also CFO of the Easton Family Office which includes the family owned

operating companies, investment portfolios and the Easton Sports Development Foundations. Daren began his career with the CPA firm Deloitte before spending 11 years with Huntsman Corporation and Huntsman Packaging. After Huntsman, he was the Controller of Specialized Bicycle and CFO of Sun Optics before joining Easton in 2004. Daren serves on the Boards of Directors of the Easton Sports Development Foundations. Daren enjoys spending time with his family and in the backcountry participating in mountain biking, backcountry skiing, trail running, climbing, bowhunting, hiking and camping. He also enjoys competitive target archery. Daren is a CPA and holds a Masters degree from Weber State University. Elmore Companies DG Elmore, Chairman Hillary Elmore Cage, President, Code Together LLC Lauren Elmore, President, Firmatek Gant Elmore, Vice President, Firmatek Founded by DG Elmore with one struggling corporate travel agency in 1984, Elmore Companies, has grown into a family of companies that specialize in acquiring, growing, and holding niche B2B service and light manufacturing companies. All companies are managed with an emphasis on long-term value creation and an indefinite holding period. A member of the Elmore family takes an active role in each of the portfolio companies that range from travel, software, publishing, geospatial, and minor league baseball.

DG Elmore has over 25 years of experience co-founding, leading, and acquiring multiple businesses in various industries. His industry experience includes travel management, technology, publishing, manufacturing, professional sports, and staffing. DG’s degrees include a B.B.A. from Southern Methodist University, an M.B.A. from the Kelley School of Business at Indiana University, and a law degree from

the Maurer School of Law at Indiana University. D.G. and his wife, Gini, live in Bloomington, Indiana, and have six children. DG is the Chair of The Navigators’ U.S. Board of Directors, an international Christian organization.

Hillary Elmore is president of Code Together LLC, a software firm focusing on enterprise collaboration products. Prior to Code Together she worked as a User Experience Designer for another Bloomington software firm, Veer West. Hillary is committed to creating enterprise software solutions that help employees move through tasks more quickly and efficiently, and with less stress. Hillary completed her M.S. in Human-Computer Interaction from Indiana University in

2009, and holds a B.A. in International Relations from Carleton College (Northfield, MN). Hillary lives in Bloomington, Indiana with her husband and two dogs.

Lauren Elmore is President of Firmatek, a 3D mapping and inventory measurement company serving the mining, construction and solid waste industries. She is also a Principal at Elmore Companies where she is part of the team that sources, evaluates, and invests in niche business to business companies. Prior to coming back to her hometown, Bloomington, Indiana, to pursue her graduate degrees, Lauren worked as a Consulting Associate at

Cambridge Associates where she worked as part of a consulting team on 10-13 clients with roughly $24 billion in aggregate assets. At Cambridge Associates, Lauren advised clients on asset allocation, manager selection, and spending. Lauren also spent two summers at Dallas private equity firm glendonTodd Capital LLC where she worked on deals in the technology and real estate industries. Lauren received a B.A. in Economics from Stanford University in 2008, and received her J.D. and M.B.A. with honors from Indiana University in 2014.

Gant Elmore is Vice President of Firmatek, a 3D mapping and inventory measurement company serving the mining, construction and solid waste industries. He is also a Principal at Elmore Companies where he is part of the team that sources, evaluates, and invests in niche business to business companies. Prior to coming back to his hometown, Bloomington, Indiana, to pursue his graduate degrees, Gant was drafted by the Milwaukee Brewers in the

2011 MLB Draft and played second base in the Brewers minor league system. Gant also spent a summer at Dallas private equity firm glendonTodd Capital LLC where he worked on deals in the technology and real estate industries before joining the family at Elmore Companies. Gant received a B.A. in Economics from Yale University in 2011, and received his J.D. and M.B.A. with honors from Indiana University in 2016.

Fairfield-Maxwell Ltd. Christopher Sugahara, Senior Vice President and Director Fairfield-Maxwell Ltd. (“FML”), founded in 1957 and based in New York City, is a global, family-owned holding and investment company. Operating within capital-intensive and highly cyclical industries, FML is engaged primarily in the shipping and oil and gas industries through operating businesses in (a) seismic technology, equipment and services and (b) ocean transport of liquid bulk cargo and cars. FML has survived and thrived due to its creativity and tenacious commitment to succeed. As the business moves into the future, it is focused on strengthening its ability to respond to new opportunities and the risks inherent in today’s global markets.

Chris Sugahara is a senior vice president and director of Fairfield-Maxwell Ltd (FML) and member of the ownership board for the Sugahara family, owners of FML. He is responsible for the company’s effort to diversify and grow through control investments in successful operating companies. He is also involved in the oversight of a number of FML subsidiaries. Previously, Chris held operating roles in related companies FairfieldNodal and Fairfield Bulk Carriers. Prior to the

Fairfield Group, Chris was an associate at Credit Suisse Asset Management after beginning his career with Donaldson, Lufkin and Jenrette. He has a B.A. in economics from Colgate University. Field Holdings LLC Cindy Kaplan, Vice President

Cynthia (Cindy) Kaplan is currently the chief investment officer of Field Holdings Inc., a diversified holding company which invests in the capital markets, real estate and operating businesses. In additional to her day-to-day role overseeing investments, she also serves as a board director helping to set policy and strategy for future corporate growth. After earning her BBA degree from the university of Michigan’s Ross School of Business in 1986, Cindy joined Arthur

Young in the tax department. Several years later, she joined Field Container Corp., a privately held paperboard and packaging manufacturer started by Cindy’s grandfather and led by her father, as a divisional corporate controller. While she was at the company, Field grew to be the fifth-largest integrated folding carton and paperboard manufacturer in the country. In 2006, the company was acquired by a private equity firm as part of an industry consolidation. The business tools Cindy acquired throughout her past work experiences are helping her to lead the Field Family Office to continued success and growth. Throughout her life, Cindy has upheld strong family tradition of philanthropy and community service. She has been very active in her local community schools and related organizations. On a broader scale, Cindy has played a major role as a contributing member of the Jewish Federation of Chicago. Cindy has most recently served as the Woman’s Division Campaign Chairman for 2016. Through her leadership and drive, the organization set fundraising records. Previously, Cindy has sat on the Young Women’s Board of the Jewish United Fund for 11 years. She was also elected president and helped raise funds and set new initiatives. Cindy is currently a member of the Board of the JCRC. She also continues to sit on the Finance Committee, PEC Committee, and Health and Human Services. Despite all of these accomplishments, Cindy has always put her family first. Along with her husband Joe, who is also a U-M graduate (1984) and sits on several LS&A curriculum boards, Cindy is raising four children. Their two sons Ben and Danny attended U-M. Their two younger daughters Jacqueline and Emily reside at the family residence in Highland Park.

The Frey Foundation Eleonara “Ellie” Frey Zagel, Trustee

Eleonora “Ellie” Frey Zagel is currently the Director of the Family Business Alliance (FBA), a membership-driven, non-profit organization that helps family businesses of West Michigan succeed generation to generation. Ellie is also a 3rd Generation Trustee of her family’s foundation, the Frey Foundation. She has been deeply involved in working with the next generation of family philanthropy, and personally supports worthy causes domestically and internationally. Ellie

earned her Bachelor’s degree in international relations and economics from Boston University, and has certificates in Family Business and Family Wealth Advising from the Family Firm Institute. She has spoken around the country on next generation issues in family business and family philanthropy. Ellie serves on several nonprofit boards including the National Center for Family Philanthropy (Washington, DC), Council of Michigan Foundations (Michigan), Frey Foundation (Grand Rapids, MI), Spectrum Health Foundation (Grand Rapids, MI), and her local Trout Unlimited chapter. Ellie and her husband Chad live in East Grand Rapids, MI and are proud new parents of Steven Monroe. GAI Capital Ltd. George Isaac III, President

George Isaac is the founder and President of GAI Capital Ltd. and its George Isaac Consulting Division. Since 1999, he has provided specialized management consulting services to family businesses and family offices. His firm advises clients on business wealth realization and asset protection strategies, governance, succession planning, family dynamics, and operational improvement.

Isaac also owns and oversees several Gen 1, 2 and 4 family businesses as well as co-manages his Isaac family office, GeoZac Holdings, Ltd. Isaac’s investment experience includes participating in the formation of a fund of funds hedge fund, actively investing in private equity and early stage transactions, and investing in public securities and options transactions. Isaac has served on 14 public and private corporate boards for companies ranging in size from $30M to $1B. In 1988, Isaac successfully succeeded the second generation in his family business as CEO. Under his leadership, The Isaac Group grew six fold over eight years through both organic growth and strategic acquisitions. In 1997, Isaac sold its main operating divisions to a public company to provide liquidity to various factions of the family shareholder group. As a senior executive vice president, executive committee member and board member in the acquiring public company, Isaac helped create a $1.2BB national business over two years. Isaac is a frequent speaker at national and international business meetings and conferences. He has had numerous articles published on family enterprise issues in international publications. He is a member of Young Presidents’ Organization’s Family Business and Family Office Networks, the CNBC-YPO Chief Executive Network, the National Association of Corporate Directors (prior member), a Senior Program Advisor and Advisory Board Member Chair of USC’s Marshall School of Business Family Business Program, an International Board Member of Chief Executives

Organization (CEO) and a prior advisory board member for the University of Michigan and University of Toledo Business Schools. Isaac, a prior Deloitte management consulting partner, was credentialed as a Certified Management Consultant (“CMC”) in 1984 and has an MBA with distinction in Finance & Accounting and a BS Industrial & Operations Engineering degrees from The University of Michigan. Greenhouse Fabrics Paige Cornetet, Family Council Member

Paige Cornetet was born in Grand Rapids, Michigan and raised in Sarasota, Florida, and is a fourth generation member of the family business. She is the oldest of four children born to James and Kim Cornetet. After graduation with a marketing degree from High Point University in North Carolina, she moved to New York City, and worked for 2 women owned businesses. Afterwards she headed down to San Jose, Costa Rica to work at Universidad Veritas in the

international sales and marketing department. After two years and fluent in Spanish, she came back to High Point, North Carolina to learn the family business inside and out. Then her career led her to Grand Rapids Michigan where the family business was originally founded to learn about accounting, business valuations, and finance. She received her Series 7 & 66 which led her to work at Morgan Stanley as a stock broker. Her passion with sales & marketing, financial education, and family businesses led her to partner with the Family Business Alliance and Frey Foundation. Idaho Asphalt Supply Inc. PJ Cook, CEO, Owner, Idaho Asphalt Supply, Inc., Peak Asphalt, LLC, Johnny B. Transport LLC. Theresa Woodman, Chairman of the Board, Owner Lyn Carstens, Board of Directors, Owner Matt Blake, Vice President Mandy Blake Joseph Blake, Quality and Safety Leader Anne Kinkade, Founder, Lucid Legacy (adviser to Idaho Asphalt Supply, Inc.) Anne Simon Wolf, Senior Associate, Lucid Legacy (adviser to Idaho Asphalt Supply, Inc.) Idaho Asphalt Supply Inc. manufactures and sells asphalt products to the road construction industry in the Northwest, Idaho, Washington, Oregon, Montana, Nevada, Utah and Wyoming. The main office is in Idaho Falls, ID, with plants in Rawlins, WY; Woods Cross, UT; and Nampa, Post Falls, and Blackfoot, ID. The company, founded in 1976, has approximately 120 full-time employees. Lyn Carstens grew up in Idaho Falls, ID, and is the youngest of four girls. After graduating from college, she moved to the Pacific Northwest to pursue a career in medical lasers. She is married and has two kids and sits on the board of her parents’ company, Idaho Asphalt Supply. She is working on succession planning for the third generation.

Ann Kinkade brings almost three decades of business experience, working exclusively with business-owning families in a variety of contexts for the last 17 years. Through Lucid Legacy she advises family enterprises, facilitates family meetings, coaches one-on-one with executives, and writes, speaks, and

develops customized training on a variety of family enterprise topics to audiences of all sizes. Ms. Kinkade is a Certified Professional Coach through the International Coaching Federation (ICF). In 2005 she was awarded the Family Firm Institute’s (FFI) Certificate in Family Business Advising, and then became recognized as an FFI Fellow. She has earned accreditation to administer numerous professional development assessment tools to help families and individuals achieve greater performance and professional satisfaction. Ms. Kinkade is committed to the family enterprise field as a vocation. She has developed, presented, and led numerous conferences and educational seminars both domestically and internationally. A partial list of topics includes: communication, leadership, governance, continuity planning, interpersonal and family relations, life stage development, and public policy/public image challenges faced by family firms. She has authored several articles that have been published in trade magazines, Fortune Small Business, The Wall Street Journal, and Family Business Magazine. She has served on several family business and nonprofit boards, and has reviewed three published family business books and numerous published articles. In 2008, her entrepreneurial drive and passion for family firms led her to launch 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, developed the first forum for family firms to convene in Washington D.C. with federally-elected policy makers, among other organizational initiatives. Prior to that, Ms. Kinkade demonstrated her passion and commitment to family firms 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. Her expertise led her to advising family firms, and delivering educational seminars. Before committing to working exclusively with family firms, Ms. Kinkade worked in retail management for 15 years. Ms. Kinkade has an MBA in Marketing and Supply Chain Management from the University of Wisconsin-Madison and a BA in Psychology from the University of Wisconsin-Madison. Anne Simon Wolf, MSSW, is a Family Business Consultant and Leadership Coach specializing in developing healthy family relationships, family leadership, conflict resolution, and family business transition and transformation. Anne is adept at bringing awareness to the conflicts, and discovering the gifts, inherent in these transitions. She enjoys the challenge of working collaboratively with her clients to find creative and effective solutions. Anne has spent her career in Madison, Boston, and San Francisco, as well as England, Ireland and Brazil, designing transformational strategies for leaders. Anne also has an active coaching business, working with CEOs and other business professionals from around the nation. Anne has a passion for unlocking and developing the heart, spirit and presence of the leader and has dedicated her life to the pursuit of authentic leadership in the individual, family and organization. Anne brings her past 29 years of clinical experience as a family therapist and business experience as partner in a mental health clinic in Madison to her current vocation.

She is a certified Hoffman Teacher and was Dean of Faculty for the Hoffman Institute from 2002-2006. Influential in bringing the Hoffman Process to Harvard’s Kennedy School of Leadership, Anne led the first Hoffman Process taught in 2005. Following a commitment to bring embodied leadership to world leaders, Anne completed her certification as a Somatic Leadership Coach with the Strozzi Institute. In 2007, Anne was a member of the Strozzi Institute’s team teaching Embodied Leadership principles at the Yale School of Management. IWC Natural Resources, LLC Todd C. Ganos, Principal

Todd Ganos is the principal of IWC Natural Resources (an oil and natural gas development and production firm) and IWC Family Offices. He writes a column for Forbes Online that focuses on the issues related to family-owned middle-market companies and has a particular emphasis on tax mitigation. Todd holds a law degree, master of laws in taxation, and a doctoral degree in finance.

Keller Enterprises Caroline F. Davis, President

Caroline Davis is an experienced family business executive who works actively in the areas of investments, corporate governance, and philanthropy. In 2015, she was named President of Keller Enterprises, LLC, a family office that manages a portfolio of early--‐ stage investments, agricultural enterprises, and philanthropic initiatives. Among Keller Enterprises’ holdings is Inglewood Farm, the largest certified organic farm in the state of Louisiana, and one of the largest

in the southeast. As President, Caroline works with her colleagues and the Board to oversee current investments, evaluate new business opportunities, and leads the company’s “Good Food” philanthropic efforts, focused on promoting nutrition and healthy eating in Central Louisiana. As part of this work, she serves on the Finance and Community Advisory Committees of the Good Food Project, a community gardening and education program launched in 2011 with the Food Bank of Central Louisiana. She also serves on the Board of the Central Louisiana Economic Development Alliance, which runs an important local foods initiative focused on the agricultural economy of the region. Prior to being named President, Caroline was a Principal on the Keller management team, and previously served on the Board of Directors from 2008--‐2013, during which she was both the Board Secretary and the chair of the Governance Committee. Earlier in her career, Caroline was a policy aide in the Ohio Senate, a development and external relations manager at the Brookings Institution, and a development manager with Capitol Hill Group Ministry, an organization providing aid and services to homeless and low--‐income families in the Capitol Hill neighborhood of Washington, DC. Caroline is a graduate of Vanderbilt University, and holds a Master’s degree in Sociology from Ohio State University. She lives in Washington with her husband and two daughters, and serves on the Board of Trustees of the Sheridan School. Away from work, she is an avid reader, an intrepid walker, a student of yoga, and a baker of cookies.

Link Snacks, Inc. Troy Link, President & CEO Joe Radzak, Managing Director, Family Enterprises

Troy J. Link is the president and chief executive officer (CEO) of Link Snacks, Inc., the largest manufacturer of meat snacks worldwide and a leader in the broader snack industry. The company currently operates 11 manufacturing and distribution facilities in four countries and has sales in more than 40 countries. Link Snacks’ portfolio of brands includes Jack Link’s®, MATADOR®, SQUATCH™, World Kitchens®, Bifi® and Pepperami®.

Troy joined the family business in 1988 while still in high school to work side-by-side with Link Snacks founder, his father, and namesake to the company’s power brand, Jack Link. He learned the business and the industry in a variety of hands-on roles, including production roles in the Minong, Wisconsin flagship plant, sales representative in the Midwest and national sales manager. In 1996, Troy was named vice president of sales and marketing where he was integral in developing relationships and gaining widespread distribution of meat snacks with key national retailers. He became president in 2003 and was appointed president and CEO in 2013. In 2006, Troy made the decision to have Sasquatch, Jack Link’s brand icon, join the team with the launch of the Messin’ with Sasquatch™ campaign. The results were immediate and overwhelming. Not only was the campaign an incredible hit by all traditional brand measures, but in the new digital and social age at the time, they also became an instant viral sensation. Troy’s passions are building winning teams and building brands. He was instrumental in developing the iconic Messin’ With Sasquatch campaign, which helped accelerate the company’s growth. The campaign combined with a never-ending stream of product innovation, has propelled meat snacks into the mainstream and allowed Jack Link’s to become the No. 5 brand in the salty snacks category. Under Troy’s leadership, Link Snacks continues to grow its core business by investing in brand building, customer relationships and innovation as well as through strategic acquisitions and an uncompromising commitment to quality. What started as a small, family-owned business headquartered in Minong, Wisconsin in 1986, has grown to be a global leader in protein snacks, all while staying family-owned and remaining true to the company’s heritage and values. Troy is a native of Minong, Wisconsin, and holds a Bachelor of Science degree from the University of Wisconsin-Stout. L&H Company, Inc. John S. Lizzadro, Chairman Louis L. Lizzadro, Director John S. Lizzadro is Chairman of L&H Company, Inc., a holding company for five subsidiaries including Meade Electric Company, Inc., Contracting & Material Company, Traffic Control Corporation, Meade Industrial Services, Inc. and Contractor's Data Services, Inc. Mr. Lizzadro also currently serves as Director and President of Lizzadro Farms, Inc., is Chairman of Harris Bank-Oakbrook Terrace, and is Trustee for Elmhurst Memorial Hospital's PensionPlan. Other positions Mr. Lizzadro holds include Director and Secretary of Lizzadro Museum of Lapidary Art, Director and President of Robinson Travel Service, Inc., Director and President of Gratiot Lake

Conservancy, Inc., Trustee of DuPage Graue Mill and Museum Endowment Fund, and Director and President of Lizzadro Family Foundation, Inc.

Louis L. Lizzadro is the founder and managing member for Lizzadro Real Estate and has been a licensed real estate broker since 2006. Louis began his real estate career in 2004 with a successful condominium conversion in Elmhurst, Illinois. He has represented many clients in all forms of commercial transactions such as land, industrial, office, multifamily, forestry and retail. These projects have covered a wide scope, such as; acquisitions, leasing, dispositions,

environmental remediation management, commercial forestry programs, property management, tenant build-out, land development and condo conversion with a value in excess of $40,000,000.

Louis’ previous experience as a Senior Project Manager for Meade Electric Company provides him with a keen insight to the development and construction process. Louis served clients at Meade Electric such as Illinois Department of Transportation (IDOT), Commonwealth Edison (ComEd), Exelon, Cook County, Village of Lombard, City of Naperville and Elmhurst Memorial Healthcare (Lombard & Elmhurst). In his seven years with Meade Electric Louis completed more than $85,000,000 in projects and played a key role in an additional $100,000,000 worth of work, including projects that are ongoing even today.

In addition to his work with Lizzadro Real Estate, Louis serves in various capacities at several other organizations; Vice President of Lizzadro Properties, Inc. an owner, manager and syndicator of privately held commercial real estate investments, Vice President of Operations for Lizzadro Farms, Inc. which owns and operates nearly 1,000 acres of commercial forest land, and Treasurer of Gratiot Lake Conservancy, a 501(c)3 non for profit organization. He is also actively involved in local civic, philanthropic and charitable endeavors.

Louis is a member of CCIM, CCIM Illinois, National Association of Realtors, Illinois Association of Realtors and Mainstreet Organization of Realtors. He is also a Licensed Broker in the State of Illinois and a Licensed Supervisory Electrician in the City of Chicago. He is working toward his Bachelor Degree in Business with a focus on Business Administration at the University of Phoenix. Mannington Mills Inc. Keith Campbell, Chairman of the Board Mannington is a fourth-generation, family-owned company that manufactures premium flooring for the residential and commercial markets. Headquartered in Salem, NJ, the company makes flooring in eight communities across the U.S. and one in the UK. Mannington is recognized as a market leader in product styling and innovation, operational excellence and environmental stewardship. Since its founding in 1915, Mannington has operated under this mission: To be the best people to do business with in the flooring industry. As the company celebrates its Centennial, its commitment to hard work, honesty, family and community remain strong.

Keith Campbell is Chairman of the Board of Mannington Mills, Inc., headquartered in Salem, N.J. Founded in 1915 by the Campbell family, Mannington is now one of the largest flooring companies in the world. It is also the only North American company engaged in the manufacturing and marketing of residential and commercial resilient, laminate, hardwood and porcelain tile

floors, as well as commercial carpet and rubber. Mannington Mills employs approximately 2,000 people at its seven manufacturing sites in six locations across the country: Salem, N.J.; High Point, N.C.; Calhoun, Ga.; Epes, Ala.; San Jose, Calif.; and Eustis, Fla. Mannington products are sold throughout North America and worldwide. Keith is the fourth generation of the Campbell family to serve as Mannington's Chairman of the Board. He spent his high school and college summer vacations learning the business by working a variety of jobs in the Salem, N.J., plant. Keith earned a B.A. in Business and History from Muskingum University in 1977. He has spent his entire career at Mannington, holding such diverse positions as District Sales Manager, Assistant Director of Manufacturing, Senior Financial Analyst and Executive Vice President. He joined Mannington's Board of Directors in 1983 and was appointed Chairman in August 1995. Keith and his wife, Shirley, who graduated from the University of South Florida in 1977, have three children and one grandchild. Keith and Shirley received an Honorary Doctorate of Letters from Rowan University in 2006. Keith also holds an Honorary Doctorate of Humane Letters from Muskingum University, awarded in 2009. Maui Varieties, Ltd. Guy Kamitaki, Corporate Officer Lynn Ushijima, Corporate Officer Maui Varieties, Ltd. is a family owned and operated company. Since 1951, our company has taken pride in providing the products and services our local communities need. We operate Ace Hardware and Ben Franklin Crafts retail stores under the HouseMart brand owned by third generation siblings Wayne Kamitaki, Guy Kamitaki, Lynn Ushijima and cousin Paul Mizoguchi. While the company is now a multi-state business that is fortunate to continue serving communities for over 60 years, its humble roots lay in a modest dry goods store in Kahului, Maui. First generation owner Shikano Kamitaki ran the K. Kamitaki store, a small local dry goods store that specialized in sundry goods and aloha shirts as well as housing a barber shop. That store eventually turned into the Kahului Dry Goods Store, run by Shikano’s children Tadami and Matsuko (Mizoguchi). Through their hard-work and dedication, they were able to purchase their first Ben Franklin store located in Kahului in 1951. The family business continued to grow and through third generation owners Wayne, Guy, Lynn and Paul, acquired its first Ace Hardware Store in Hilo, HI in 1984. Since then, the company has grown and is serving communities not only in the Hawaiian Islands, but in Nevada, Washington and Oregon.

Guy Kamitaki

Lynn Ushijima McKee Foods Corporation Brittany McKee, Shareholder and G4 family member Chris Beagle, Consumer Insights Project Manager Laura Beagle, Director of Human Resources, Finance, and Resource Development, Amani Ya Juu Chris Hankins, Director of Shareholder Relations McKee Foods, a bakery with annual sales of more than $1 billion, is a third-generation, family-owned business based in Collegedale, TN. The McKee Foods story began during the height of the Great Depression when founder O.D. McKee began selling 5-cent snack cakes from the back of his car. Soon after, he and his wife, Ruth, bought a small, failing bakery, using the family car as collateral. Today, the company employs more than 6,000 people in Collegedale, TN; Gentry, AR; Stuarts Draft, VA; and Kingman, AZ. It creates and produces Little Debbie snacks, Sunbelt snacks and cereals, and Heartland and Fieldstone Bakery food products.

Brittany is a fourth generation family member at McKee Foods Corporation. She has been involved with the company for over ten years and most recently worked in Corporate Wellness and Product Management. In April, Brittany graduated with her MBA from Rollins College in Winter Park Florida, concentrating in Operations and Management. She is currently seeking employment and hopes to work for another family business before returning to

McKee Foods.

Chris Beagle is a fourth-generation shareholder and Consumer Insights Project Manager of McKee Foods Corporation. He has his Masters in Financial Management and has worked in Finance and Accounting, as a teacher in Taiwan, and now in Market Research. He and his wife Laura enjoy traveling, reading, spending time with friends and family, and learning about others’ lives and cultures. They and their two little dogs live in Chattanooga, TN near the

family business (McKee Foods, maker of Little Debbie, Sunbelt Bakery, Heartland Brands, Drake’s Cakes, and Fieldstone Bakery).

Laura Bhattacharjee, Chris’s wife, is working for fair trade company Amani Ya Juu as head of HR, finance, and resource development.

Chris Hankins is director of shareholder relations at McKee Foods Corporation and has worked for the McKee family business for 11 years. His responsibilities include assisting the family with estate planning strategies, succession planning,

next-generation development and shareholder communication, as well as administration and compliance.

Midmark Corporation Allison Eiting Cox, Copywriter, Midmark Corporation Chance Cox, Attorney, Law Offices of Goubeaux & Brand Midmark Corporation, a privately held company founded in 1915, strives to bring efficient patient care to millions of people each day in the human and animal healthcare industries around the world. Midmark’s more than 1,500 teammates worldwide are dedicated to redefining the future of the clinical space and making a positive difference in the practice of healthcare. Headquartered in Dayton, Ohio, Midmark maintains production and administrative offices in Versailles, Ohio, as well as seven other locations in the United States and international locations in India, Italy and the United Kingdom.

Allison Eiting Cox is the first 5th generation of the Eiting family to work full-time at Midmark. Her great, great grandfather, J.W. Eiting, sat on the Board and was one of the initial investors upon its founding in 1915. He took the role of president in 1921. Since then, her great grandfather, Carl Eiting, became his successor, then his son, Jim Eiting (Allison’s grandfather), and finally her aunt, Dr. Anne Eiting Klamar, held the position of President and CEO from 2000

through 2015, and recently transitioned to Chair of the Board on January 1, 2016. Allison’s father, Mitch Eiting, works as the Global Community Relations Manager and aunt, Polly Eiting Grow, works as a Project Coordinator for the company. Allison works as a copywriter in the Marketing and Communications department where she works to develop and write promotional marketing collateral, as well as writes and coordinates corporate communications.

Chance Cox married Allison on May 7th of this year. Chance graduated in May of 2015 from Capital University Law School in Columbus, Ohio. During his law school career, he held an internship with Henry Schein, Inc., one of Midmark’s distribution partners, where he focused on compliance and employment law. Following his internship, he began working part-time for Midmark in the purchasing department where he reviewed and negotiated contracts. This year,

he accepted a position at the private law practice of Goubeaux & Brand in Greenville, Ohio, and also serves as the Assistant Law Director for the county. Chance and Allison reside near Midmark’s corporate headquarters in Dayton, Ohio. MLR Holdings LLC Lisa M. Cody, Chief Financial Officer

Lisa M. Cody is chief financial officer of MLR Holdings LLC, a family-owned investment company with holdings in publishing and information businesses, including The 451 Group, a technology-industry analyst company. MLR owns and manages companies that publish journals, online newsletters, databases and magazines, including such titles as Directors & Boards and Family Business. Prior to joining MLR in 1998, Lisa had 13 years of experience in the publishing

and distribution industries. She received her B.S. from Pennsylvania State University.

The Optimas Group Doug Wilwerding, Managing Principal Elaine Wilwerding

Doug Wilwerding is the founder and Managing Principal of The Optimas Group, LLC, a venture investment firm founded in 2008. Doug and the Optimas team guide capitalization efforts and work closely with management teams to develop differentiated market positions and create lasting value. The Optimas Group portfolio companies focus on business to business services, technology, and specialty finance.

Currently, The Optimas Group, LLC invests in: • Adventos- focused on enabling municipal governments and public safety entities in providing for safer communities through better logistics and resource management technology; • AllCom Global Services - a prime and sub-contractor providing communications infrastructure engineering and installation to the government sector; • Javlin Capital – offers specialty financing to the consumer finance, real estate, legal, and healthcare markets; • Phenomblue - an integrated communications, branding, and marketing strategy partner serving domestic and international markets; • MySidewalk - the leading provider of municipal and electoral geospatial data mining and analysis services; and • Vendorin - the leading pure-play provider of automated payment outsourcing for business, industry, and professional services. Prior to founding The Optimas Group, Doug worked from 1986 to 2008 in the accounts receivable management industry with Accent Service Company, Accent Insurance Recovery, Omnium Worldwide, and West Corporation. During that time, Doug developed an in-depth understanding of consumer finance, commercial finance, telecommunications, insurance, and healthcare accounts receivable in U.S., Central American, and South American markets. Through his career Doug has held a variety of leadership positions on industry boards in both the consumer credit and health insurance sectors. Following his leveraged buyout of Omnium Worldwide in 1998, Doug served as Chairman and CEO until he sold the company to West Corporation in 2007. In 2008, after completing post transaction integration and leadership transition, Doug left West Corporation to form The Optimas Group, LLC. In 2016 Doug assumed the roles of Chairman and CEO of Vendorin, LLC along with his role as Managing Principal of The Optimas Group, LLC. In addition to serving on the boards of the Optimas portfolio companies, Doug's board experience includes banking, industrial machinery, livestock and agriculture, business services, and technology companies ranging in annual revenue from a few million dollars to more than $500 million. Doug holds BSBA and MBA degrees from the Daniels College of Business at the University of Denver in Denver, Colorado. Doug and his wife Elaine have three grown daughters and are active in charitable organizations throughout Omaha. They live in Omaha, Nebraska and Steamboat Springs, Colorado. Doug is an avid fly fisherman, golfer, snow skier, and cyclist.

Elaine Wilwerding spends time in Omaha volunteering and supporting primary education, a mission that began as she raised her three daughters with her husband Doug. In addition, she is involved with the family’s foundation. Her spare time is spent with her horse and dogs.

Pathway Partners, LLC Harry Clark, Founder

Mr. Clark is CEO Coach, author and speaker on entrepreneurship and family business. He is passionate about helping educate and develop entrepreneurs. Harry founded PATHWAYS PARTNERS, LLC as a platform for the education and coaching of CEOs of private and public companies. Mr. Clark has over thirty years’ experience in a large variety of industries, including management consulting, financial services, real estate development, construction,

manufacturing and consumer products. Mr. Clark was formerly the CEO and co-founder of a $100 million modular design-build and development company serving the educational and health-care markets. The company earned its ranking on the Inc. 500, recognized as one of the fastest growing privately held companies in the US. Mr. Clark was also CEO and founder of the nation’s leading municipal financial services firm. In this capacity, Mr. Clark was involved in 1,500 debt issues totaling in excess of $2 billion. The company was ranked in the Inc. 500 and he was also awarded Entrepreneur of the Year. Mr. Clark sold this company to MBIA, a $14 billion Fortune 100 company. After graduate school, Mr. Clark was a senior consultant for Deloitte Touche and Ernst & Young. Mr. Clark earned a Bachelor of Science and Masters in Business Administration from California State University, Long Beach, with international studies at the University of Copenhagen, Denmark. Mr. Clark is a highly rated speaker on entrepreneurship. He has been a member of Young Presidents Organization (YPO) for over 22 years and presently serves as the Chair for the Americas for the YPO Entrepreneur + Innovation Network. His typical audience consists of business leaders including entrepreneurs, family businesses and executives.

Pigs and Bricks Clint Greenleaf, Founder and CEO

Clint Greenleaf began his business career working as a staff accountant at Deloitte and Touche and earning his CPA. After writing his own book, and receiving requests from friends to help publish their books, Clint left Deloitte and started Greenleaf Book Group over his parents’ garage.

Clint used non-traditional methods to grow Greenleaf Book Group into one of the

industry’s leading independent book publishers and distributors. With Clint at the helm, Greenleaf Book Group represented thousands of titles, produced over 30 NY Times and Wall Street Journal best sellers, and was one of INC's fastest-growing companies in America. Clint sold Greenleaf Book Group in 2011, and stayed with the company as CEO and Chairman until 2014.

As the Co-Founder and CEO of Moonshot Brands, Clint applied his innovative spirit to tie two, seemingly-unrelated things together: baseball and peanut butter. Together with his teammates, he created HomePlate™, a baseball-themed peanut butter served in every major league clubhouse. Clint is also the Founder and CEO of:

Tree Neutral®, a non-profit company that works to offset paper consumption through reforestation

Bambino Balls, a sports-themed baby clothing company Pigs and Bricks, a company that works with banks, financial advisors, schools, families,

and individuals to establish a framework for financial education Having created an innovative and successful business model, Clint speaks to companies and groups all over the world about how they can bring disciplined innovation and entrepreneurialism into their organizations. He shares his successes and his mistakes to inspire audiences to take action. Clint is the author of an award-winning, children’s book Give, Save, Spend With The Three Little Pigs, a sequel to the classic fairy tale that teaches kids a practical approach to managing money; Beyond the Piggybank, a parents’ guide for teaching financial wisdom to your children; and The Unwritten Rules of the Workplace: A Guide to Etiquette and Attire for Businessmen, which explains business etiquette as a competitive advantage in down-to-earth language. Clint is a regular guest on Fox Business Network, and his articles have appeared in publications such as American Express OPEN, Inc.com, CNN Money, and Huffington Post. Clint sits on several Boards of Directors, and has been featured in the Wall Street Journal, Inc. Magazine, Fox, Fox Business News, CNBC, CNN, MSBNC, Money Magazine, Men’s Health, Forbes, Entrepreneur, and others. Pinnacle Oil, Inc. Kimball Morris, CEO

Kim Morris is the CEO and founder of Pinnacle Oil, Inc., which is based in Indianapolis, Indiana. Founded in 1987, Pinnacle manufactures and globably distributes a broad spectrum of lubricant products for “major” oil companies, OEMs, distributors, retailers, and other oil marketers. Golden Triangle Lubricant Services, LLC, a subsidiary of Pinnacle located in Nederland, Texas, produces marine lubricants, transformer fluids, engine oils and other products.

Kim holds a BA from Dartmouth College and an MBA from Northwestern University. Pitcairn Dain Kistner, Director, Pitcairn Board

Dain Kistner is a fifth generation family member and a Director of Pitcairn’s Board. He is also a member and past-Chair of the Family Council.

Dain joined the family enterprise as an employee in 1999. During his tenure, he has worn several hats, including Business Information Manager, Chief

Information Officer, and currently Director of Single Family Office Strategy. The common theme running through all these roles is a passion for working at the intersection of family, business, and technology to drive the best possible outcomes for Pitcairn’s clients and shareholders. Dain has an Executive MBA from Villanova University and a BA in Economics from Colgate University. In 2009, he was nominated for the Family Wealth Alliance 40minus Award, which honors executives under 40 years that are leaders in the wealth management and multi-family office industry. River Forest Capital Partners Peter Bernick, Founder & Managing Partner

Peter Bernick is the founder and managing partner of River Forest Capital Partners, a Chicago based investment company which specializes in investment in early stage consumer products companies. The company has invested across various sectors including food and beverage, consumer technologies and software as a service platforms. Additionally Bernick serves as Vice President of Investments for Polished Nickel Capital Management, the family office of the

Lavin and Bernick families. Bernick is a graduate of Vanderbilt University and holds and MBA from Kellogg at Northwestern University. He and his wife and children live in Chicago.

Root Family Board of Directors Preston Root, President

Preston Root is president of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 110 years. He is the great grandson of C.J. Root, who founded Root Glass Company in Terre Haute, IN, in 1901. Root Glass Company designed, patented and manufactured the original 6½-ounce Coca-Cola bottle in 1916.

Root Company relocated to Florida in 1950 and started to build what would become one of the largest independent bottlers of Coca-Cola in the United States. Preston has worked for the family business for 35 years in roles including route sales and radio station manager. In addition, he currently works for MRN Radio--"The Voice of NASCAR"--America's largest independent sports radio network, broadcasting NASCAR and Rolex Grand-Am races from all across North America. Preston has served on the board of directors for the YMCA of Volusia County, Museum of Arts and Sciences of Daytona Beach and The Arc of Volusia and Flagler Counties. In 2010, Preston was named "Top Volunteer in the State of Florida" by The Arc. He also serves on Halifax Health Foundation. Preston is a certified SCUBA instructor and an EMT. His interests include mountain biking and aviation. Rowland Taylor, LLC Hugh Taylor, Chairman Jill Taylor

RST Development M. Scott Copeland, Principal

M. Scott Copeland is a principal of RST Development, LLC based in Rockville, Maryland and Virginia Beach, Virginia. RST is a family owned and operated multifamily development, management and construction firm with approximately 8,500 units throughout the mid-Atlantic region. Since its inception in 1996, RST has successfully created long term value in both ground-up construction developments and acquisition / rehabilitation projects and has excelled in

uncovering unique opportunities while utilizing federal, state and local financing vehicles as well as conventional financing programs. RST has fostered a number of private / public partnerships with local and state jurisdictions and prides itself on the quality of housing that it provides to the marketplace. A substantial portion of RST’s portfolio has been financed utilizing Section 42 Low Income Housing Tax Credits, therefore serving moderate to low incomed households. Scott resides in Rockville, Maryland with his wife and four sons and is involved in several charitable organizations, including The Diener School in Potomac, Maryland and CURE Epilepsy based in Chicago, Illinois.

Shoebox Private Trust Company John Seckman, Chief Operating Officer Shoebox Private Trust Company is the family trust of the Bush Bros & Company family. “BUSH’S BEST” is the nation’s leading brand of bean products and a 108-year-old privately owned family business. Founded in 1908 by Andrew Jackson Bush, the company is headquartered in Knoxville, TN, and has production locations in Chestnut Hill, TN, and Augusta, WI.

John currently serves as C.O.O. of Shoebox Private Trust Company based in Knoxville, Tennessee. Prior to coming to Shoebox, John was President and C.O.O. of Diversified Trust, a Tennessee chartered public trust company with over $5 billion in assets under management and four offices across the Southeast. During his fifteen-year tenure at Diversified he established and managed the Atlanta office, led the development of family office services,

created and managed two hard asset investment partnerships and led the conversion of the firm’s custody, operational and reporting systems. Prior to that John served as an Investment Director of the Delta Air Lines pension fund, where he had direct responsibility for the fund’s $1.4 billion real estate and timberland portfolio. As a Director for the $10 billion fund, John was also involved in overall asset allocation strategies, manager selection and reporting. John started his career in commercial real estate and has over a dozen years’ experience in the development, leasing and management of commercial properties in the Southeast. He received a Bachelor of Arts in Business Administration from the University of Mississippi, a law degree from the Nashville School of Law and a Master of Science from the Massachusetts Institute of Technology. John is also a Chartered Financial Analyst. John has served on numerous family business, foundation and non-profit boards. John and his wife Lisa have three daughters and he enjoys hiking, boating and spending time with his family.

Turner Furniture Fortson Turner, President Austin Turner, Vice President Allison Turner Nan Turner Turner Furniture Company was founded in 1915 in Pelham, GA, and recently celebrated 100 years in business. The family-owned company began as a hardware store and started selling used furniture during World War II before becoming a full-service furniture store. Now in its fourth generation of ownership with brothers Fortson and Austin Turner, the company has grown into a ten-store operation with four Turner’s Fine Furniture locations and six Turner’s Budget Furniture locations that serve South Georgia and North Florida. The company also operates a 60,000-square-foot distribution center, which is currently undergoing an expansion. The distribution center is the main hub for all ten store locations and handles day-to-day operations like finances, customer service, warehousing, delivery product orders and more. The staff of dedicated employees form the bedrock for the company’s growth and success. Many of these exceptional people have been with Turner’s Furniture for ten years or more – with a handful serving as part of the team for 30 years. Currently, Turner’s employs 180 people companywide. Turner’s operate two different store formats. Turner’s Fine Furniture focuses on the best quality merchandise and decorating accessories. Each showroom is displayed in complete room settings so a customer can visualize what the products will look like in their home. Turner’s Fine Furniture also offers a complimentary in-home design service. Turner’s Budget Furniture is a bare-bones, no-frills operation that carries a completely different lineup of merchandise at lower prices. The company has remained strong and has been able to expand to new markets because of the support from each community it serves. As part of the 100th anniversary campaign in 2015, Turner’s decided to thank its customers and communities by giving away a total of $100,000 in free furniture and donating a total of $100,000 to local charities. Turner’s Furniture is proud to have maintained the same core values the company was founded on 100 years ago. The family values of honesty, fairness and consistency have been incorporated into the business as well as into relationships with customers and employees.

Fortson Turner

Austin Turner

United Petroleum Transports Matthew Keith Price, Vice President of Marketing and Corporate Culture United Petroleum Transports, originally Oklahoma Tank Lines, was founded in Wynnewood, Oklahoma with one truck and one independent contractor by Keith Price in 1966. Keith was a salesman and had worked for Western Commercial based out of Ft. Worth when he and a partner were able to purchase the Oklahoma City facility from Western Commercial. Renamed Oklahoma Tank Lines, Keith’s vision was to be a large fish in a very small pond, with a successful business centered on mutually beneficial relationships. Oklahoma Tank Lines grew from one truck to many, servicing the oil and gas industry throughout the state of Oklahoma. After deregulation in 1980, Keith’s oldest son, Greg, had the opportunity to purchase a small trucking operation in Philadelphia with an interstate permit. Greg relocated United Petroleum to Oklahoma and together with Oklahoma Tank Lines, the two trucking operations allowed the family business to extend beyond the borders of Oklahoma for the first time. The 1990s saw Oklahoma Tank Lines and United Petroleum Transports continue to grow, opening operations across Texas, New Mexico, and Kansas. In 2012 the Price Family made the decision to streamline all operations under the banner of United Petroleum Transports. Today, United Petroleum Transports operates more than 550 power units, 800 trailers, with more than 630 professional drivers out of nineteen operating locations in seven states. United Petroleum continues the vision of Keith Price – meeting and exceeding customer expectations with a determination to be the safest transportation solutions provider in the industry. United Petroleum now operates in three divisions within the chemical and energy industry, focusing on crude services, chemicals, and refined petroleum products. Greg Price is President and CEO, with two of his sons, Matthew and David Price in senior leadership roles with the goal of taking the family business successfully into the third generation and beyond.

Matthew Keith Price, a sixth generation Oklahoman, was recently promoted to Vice President of Marketing and Corporate Culture at United Petroleum Transports. In this current capacity, Matthew leads those responsible for education and training, marketing, and the Human Resources department. He is a graduate of the University of Oklahoma, where he earned a BA in Political Science and Religious Studies. Matthew is the Chairman of the Board for

Rebuilding Together - Oklahoma City, a local affiliate of a national non-profit whose mission is helping low income seniors remain in their homes…safe, warm, and dry. Matthew has served on the board for seven years and volunteered with the organization since the early 1990s. He spends as much time as he can volunteering as a 'buddy' for the Miracle League of Edmond, an adaptive baseball league for the mentally and physically disabled. Matthew is also a member of the Downtown Club of Oklahoma City. An avid snow skier, traveler, reader, writer, photographer, and cinefile, Matthew keeps busy in his spare time with hobbies, family, friends, and volunteering through his church. Matthew is married to Lydia and together they have one daughter, Genevieve, born in May.

University of Chicago Booth School of Business Stuart E. Lucas, Adjunct Professor of Finance

Stuart Lucas has worked as an investment professional for over 30 years. He is the founder, Chairman and co-Chief Investment Officer of Wealth Strategist Partners, LLC, an investment advisor to selected families and entrepreneurs specializing in the management of long-term taxable wealth. Lucas is a fourth-generation heir of E.A. Stuart, founder of the Carnation Company, best known as the maker of such all-American food products as Carnation evaporated milk,

Friskies pet food, Coffee-Mate non-dairy creamer, and Contadina food products. In 1985, the Stuart family sold Carnation to Nestlé, the Swiss-based global food giant. Lucas teaches Wealth and Family Enterprise Management at the MBA level, and designed and teaches the Private Wealth Management executive education program, exclusively for wealth owners, for the University of Chicago Booth School of Business. His book, Wealth: Grow It and Protect It (FT Press, 2013), in its second edition, has been published on three continents and has been used in both the Chicago Booth and Wharton Schools' Private Wealth Management programs. He is the author of numerous articles on investing and wealth management, including "The 50% Rule." Lucas founded WSP in 2004 as the successor to his family's investment platform; the family remains a client of WSP. Previously, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase), General Manager of European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund. In addition to serving his private clients, Lucas is Chairman of the Investment Committee of National Public Radio and board member of the NPR Foundation. He is also Vice Chairman of the Board and co-chairs the investment committee of the Stuart Foundation, a $500 million foundation dedicated to improving public education and child welfare in California and Washington. He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst. The Vernon Company Chris Vernon, President and CEO A fourth-generation family business founded in 1902, Vernon Co. manufactures and markets promotional products programs designed to help other businesses improve brand awareness, recognize employee service and increase revenues. The company has 30,000 customers, served by 270 account executives throughout North America, as well as 200 administrative/production employees in its Newton, IA, headquarters and two sign graphics manufacturing subsidiaries based in Missouri and New Jersey. Vernon works with many renowned brands, including Delta Airlines, LinkedIn, Mercedes Benz, and Lancôme.

Chris Vernon is the president and chief executive officer of The Vernon Company. He joined the company in 1987 and has served in his present role since 1999. Chris has been named eight consecutive years to the Counselor Magazine Power 50, the annual ranking recognizing the advertising specialty industry's most influential leaders. He is the only Iowan ever represented on the industry Power 50 ranking.

Chris received his B.A. from Northwestern University and later his MBA from the J.L. Kellogg Graduate School of Management at Northwestern. He has been active in national and community organizations including Progress Industries Foundation, Promotional Products Association International, CEO International, World Presidents Organization, YPO - Iowa Chapter and Northwestern Alumni Admissions Council. Chris is married and has one son, aged 19.

Welch Allyn Eric Allyn, Former Board Member

Eric Allyn is an experienced Medical Device executive serving on a variety of boards within healthcare and privately-owned businesses. Eric began his career at Welch Allyn in 1982, a 4th Generation family business employing 2,800 people, where he managed a variety of functions and business units worldwide. In 2008, Mr. Allyn moved from his executive role to join Welch Allyn's Board of Directors, a natural result of having led the company's transition from the 3rd

Generation of Owners/Managers to the 4th Generation of Owners employing outside management.. Outside of Welch Allyn, Mr. Allyn serves on many other boards. He is Chairman of the Board of Auburn Hospital, a role he has held since 2008, and was selected to the Board of Governors of the Hospital Trustees of New York State (HTNYS). In addition, Eric serves on the Board of Directors of GOJO (makers of Purell), Diffinity Genomics, Family Enterprise USA, and several small family business boards. He is a past Board Member of Hand Held Products (sold to Honeywell in 2007), and Everest-VIT (sold to GE in 2005). He is a frequent speaker at Family Business seminars across the country. Mr. Allyn is the Founder and Managing Partner of a private Investment Fund, is Chairman of the Investment Committee of two separate private foundations, and has been the lead investor in several Med-Tech companies in upstate New York. Mr. Allyn lives in Skaneateles New York with his wife and three daughters, and is actively involved in community organizations across the Central New York region. Wilks Brothers LLC Justin Wilks, Senior Vice President

Conference Hosts

Family Business Magazine Barbara Spector, Editor-in-Chief and Associate Publisher Caro Rock, Publisher Peter Begalla, Conference and Education Director David Shaw, Publishing Director Scott Chase, Advertising Director Lisa M. Cody, Chief Financial Officer Mike Bachman, National Account Executive

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business Magazine since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited six volumes in the acclaimed Family Business Handbook Series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family

businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Caro Rock is the publisher of Family Business Magazine, which is itself owned by a family company with interests in media and information technology research. She was the founder of Main Line Life, a weekly newspaper with 15,000 readers covering the western suburban communities of Philadelphia. She grew up in a family business that manufactured and sold flour under the labels Ceresota and Heckers Flour. The Uhlmann Company, formerly Standard Milling

Company, also produced Wheatena and Maypo hot cereals, Patio Chef Charcoal and Just Add Water jelly mix. Today, her father and brother are involved in the family enterprise, which has ventured into additional related businesses.

Peter Begalla is a family business owner, Family Business Magazine's conference and education director, and an adjunct professor with Stetson University's Family Enterprise Center. He is at the forefront of next-generation leadership development, having helped hundreds of college-aged students establish credibility and marketability with their family, with their family businesses or with non-family employers. He combines years of counseling

experience with over 10 years of business development and marketing experience in online education.

David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. He is also president and managing partner of GRID Media LLC, a firm that specializes in the outsourced management of media companies. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications,

trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media. He is married, with two adult children.

Scott Chase is the advertising director for Family Business Magazine and Directors & Boards, and is a partner in GRID Media LLC. He began his career as a staff writer for the Washington Post. Prior to joining GRID, he was executive vice president, sales and marketing, for PBI Media LLC, a $35 million diversified business-to-business media company with 170 employees serving the commercial and military satellite, aviation, defense, telecom, broadband/cable,

and film and video production communities worldwide. Scott was also president and chief executive officer of The Strategis Group, the parent company of the 100-employee Strategis Consulting Group, a telecom market research and consulting firm. Scott serves as the chairman of the annual Satellite event, the largest trade show and conference serving the commercial space industry. He is married, with two children out of college and embarked on their careers.

Mike Bachman is the national account executive for Family Business Magazine, Directors & Boards and Private Company Director. With more than 30 years of experience in business-to-business publishing, he has successfully collaborated with companies of all sizes to create custom integrated marketing solutions that address the needs and achieve the goals of the organizations with which he is partnering. Mike has served as publisher, national sales manager, national

account executive and regional sales manager on various publications, trade shows, conferences and websites. Mike is an avid sportsman who particularly enjoys a good round of golf. He is married with two college-educated adult children and three stepsons with whom he enjoys discussing the "old school" way of playing football.

Moderators, Facilitators, Sponsors and Other Attendees

Ernst & Young LLP Robert (Bobby) A, Stover, Jr., Partner, Americas Family Office Leader Carrie Hall, Partner, Americas Family Business Leader Michael Warsaw, Northeast Region Private Client Services Leader Jeffrey H. Brodsky, Principal, Private Client Services

Bobby Stover is EY’s Americas Family Office Leader as well as the leader of the Southwest U.S. region Private Client Services Practice. His primary focus in both roles is on advising family businesses, their owners and family members on how to grow and preserve their wealth, while, in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. Bobby also has extensive experience advising families on the set-up and structure of

their family office and private foundations. Bobby has over 23 years of experience serving family companies, specifically in the area of helping to resolve the personal, transitional and tax challenges faced by family businesses. Bobby is a regular instructor and speaker at seminars on business succession and wealth transfer issues throughout the US and most recently presented The Evolving Role of CFO in Family Business at the 2015 IMA annual conferences and Understanding the Modern Family Office and Family Office Alternatives at the 2013 AICPA Advanced Personal Financial Planning Conference. Bobby has a Bachelor’s of Business Administration in Accounting from the University of New Mexico Anderson School of Management. Bobby is a Certified Public Accountant in New Mexico and Texas. He is a member of the American Institute of Certified Public Accountants, New Mexico Society of CPAs and the Texas Society of CPAs.

As the Americas Family Business Leader, Carrie leads EY's family business network comprised of professionals throughout North, Central and South America as well as Israel, responsible for providing holistic solutions to family business clients. Working closely with other country leaders around the globe, she ensures a fully integrated solution set for both the family and the business wherever they may reside.

Carrie is a trusted advisor and has been published in national and global publications including The Wall Street Journal, New York Times, Harvard Business Review, Fortune and Financial Times. With Kennesaw State University, she conducted and published a first of its kind global survey of the world’s largest family businesses. The latest report from the survey, "Can embracing conflict spur positive change? How the world’s largest family businesses resolve conflict," was released in August. She is a requested speaker and most recently presented at the Global EY World Entrepreneur Of The Year™ 2016 Forum in Monaco and at the Family Firm Institute Global Conference in London. Carrie is the executive sponsor of the Family Business program at the EY Strategic Growth Forum™, an exclusive by-invitation-only CEO conference and the country’s most prestigious gathering of high-growth, market-leading companies.

She is a graduate of the EY Executive Program at the Kellogg School of Management, Northwestern University. She attended the University of Central Florida (UCF) for undergraduate and graduate studies. Carrie is a licensed CPA in Georgia and Florida and a member of The American Institute of Certified Public Accountants. Carrie was honored to be inducted into the UCF’s College of Business Administration’s Business Hall of Fame for exceptional professional achievements in her field in 2016. Carrie sits on the University of Central Florida’s College of Business Administration Dean’s Advisory Board and is a member of the Women of Tocqueville of the United Way of Greater Atlanta. Away from work, she enjoys traveling, wine tasting and hiking.

As EY’s Northeast Region Private Client Services Leader, Mike Warsaw is responsible for developing our market strategy and aligning our teams to serve private and family businesses, family offices and high net-worth individuals and families. Mike has 25 years of experience in public accounting and has been a partner for over 13 years. He has significant experience in assisting private and family owned companies in areas such as corporate transaction planning,

interconnected planning for entities and their owners, state and local income and non-income tax planning, cross border expansion, transactions and operations, IRS examinations and other tax controversies. Mike also has experience working with high net-worth individuals, including owners of private and family owned companies. Mike’s experience has focused on income tax planning and coordinating other related services such as estate tax planning, gift and charitable planning, tax preparation and advisory services for individuals, estates, trusts, partnerships and foundations. Mike received his B.S degree in accounting from the University of Maryland’s College of Business and Management. He is a Certified Public Accountant, licensed in Maryland, Virginia and District of Columbia and is a member of the American Institute of Certified Public Accountants (AICPA). He also serves on the board of College Bound, an organization which is dedicated to providing mentoring and academic enrichment services to underprivileged students in the DC Metropolitan area and was chairman of the board for over seven years. He has recently joined the board of the Diener School, a private school in Potomac Maryland which serves children with special needs.

Jeff Brodsky is a Principal at Ernst & Young and has over 35 years’ experience in the area of estate and income tax planning, with a primary focus on counseling family business owners, family offices, hedge fund managers and senior executives to minimize both income taxes and wealth transfer taxes. He also specializes in providing business succession counseling to family business owners.

Jeff is a member of the Executive Committee for EY’s Family Business Center of Excellence, is an instructor for EY’s National Education Programs on Estate and Business Succession Planning and Family Business Governance, was a contributing author to EY’s 2015 global family office guide, and serves on the Advisory Board for Trusts & Estates Magazine. Jeff received a degree in Economics from Northwestern University, where he also earned a Juris Doctor and a Master of Management.

Vogel Consulting Rhona E. Vogel, CEO and Founder Shannon Zur, Family Office Director

Rhona E. Vogel is the CEO and Founder of Vogel Consulting Group. While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated service in tax and estate planning, as well as unbiased investment advice. As a result, she formed Vogel Consulting – an independent multi-family office.

Rhona founded the firm around the concept of integration and is passionate about Vogel’s customized approach. She is actively involved with many of the firm’s largest client families, working intimately to plan, manage and build their wealth for present and future generations. Areas of special interest include tax-efficient investing and direct investment deal negotiations. Testament to her decades of hands-on experience, Rhona frequently speaks on topics ranging from family office best practices to future tax legislation and investment strategies. A graduate of Marquette University, Rhona began her career with the Internal Revenue Service and soon after began her climb through the ranks at Arthur Andersen. In 1987, she was named one of Andersen’s first female tax partners and led Andersen’s Family Wealth Planning Group. Rhona gives of her time and expertise on the board of the Wisconsin Historical Foundation and as a member of Marquette University’s School of Business, Dean’s Council of Excellence. She also serves on the board of several private family foundations.

Shannon Zur is a Family Office Director for Vogel Consulting. For more than 15 years, she has worked as a certified public accountant and investment advisory representative, serving multigenerational families. As a client service director, Shannon customizes comprehensive wealth management solutions for her client families. She integrates her process-oriented approach with her clients’ goals and implements tax, investment and estate planning solutions.

During her tenure at Vogel, Shannon has been instrumental in defining the firm’s workflow processes. She created the Strategic Operations Committee and currently manages Vogel’s investment operations. She has also held the titles of investment committee co-chair and director of practice operations. Shannon began her career at M&I Northern Bank as an auditor. She joined Vogel Consulting in 1998 and through the years has worked to support, and now lead, many of the firm’s largest and most complex family relationships. Shannon graduated with honors from the University of Wisconsin-Oshkosh and holds a bachelor of science degree in both accounting and finance. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants. Shannon is active in the Waukesha community as both a professional and a mother of two. She is a member of the Waukesha Noon Lioness Club, treasurer of the parent-teacher league and active in her church. A former competitive gymnast, she now enjoys judging local, state and regional gymnastics competitions.

Northern Trust Kevin M. Harris, Managing Director, Family Business Group Eileen Sachanda, Senior Vice President Michael Orfini, Senior Wealth Strategist

Kevin M. Harris is a Senior Vice President at The Northern Trust Company, Chicago. He is the Managing Director of the Family Business Group, which consists of a team of professionals who manage, value, advise and act in officer and director capacities for closely held entities held by Northern Trust in either an advisory or fiduciary capacity. Kevin has extensive experience in income, gift and estate tax planning as well as the administration, management and

governance of closely held business entities. Kevin serves in an officer and/or director capacity in a number of companies held in the Family Business Group’s portfolio that Northern Trust holds in a fiduciary capacity. He engages with business owners in addressing their needs and in developing strategies to assist them in achieving their goals. Kevin assists Northern Trust relationship managers in addressing the family dynamics that many times surround the ownership of closely held businesses. He has also had hands-on involvement in engagements addressing strategic planning, governance, business restructurings and the marketing and sale of closely held entities. Kevin joined Northern Trust in February 2005 after having spent 12 years in the family office industry. Most recently, he served in a CFO role for a first-generation family office and held officer- and director-level positions in a number of its portfolio companies. He has hands-on experience working with companies ranging from start-ups to mid-sized businesses, including organizations that are growing as well as those requiring “change management.” Previously, he worked in public accounting, including seven years with Arthur Andersen, Chicago. Kevin is a Certified Public Accountant and a Certified Financial Planner (CFP®).

Eileen Sachanda is the Market Leader for Eastern DuPage for Northern Trust and the Senior Managing Director of the Oakbrook Terrace financial center. Northern Trust is a premier wealth management firm, offering comprehensive personal and corporate financial services. Eileen has provided financial and wealth planning advice to business owners and their families for over 25 years. Prior to joining Northern Trust in 2000, Eileen was Senior Vice President at Bank

of America. She has led a variety of corporate lending teams as well wealth management teams. Eileen received a B.A. degree in anthropology and psychology from Northwestern University. She earned a Masters of Management degree with a concentration in finance and marketing from the Kellogg Graduate School of Management at Northwestern University. Eileen serves as Treasurer and Trustee of The Community House of Hinsdale. She is active on several committees for the Oak Brook Chamber of Commerce. Eileen serves on the Hinsdalean Readers Advisory Board. Her philanthropic and community roles include past President and Treasurer of Family Shelter Service; past President and Founding Member of Chicago Financial Women, a non-profit business organization; President and Treasurer of the Hinsdale-Oak Brook Sunrise Rotary Club; and volunteer positions with United Way.

Wilmington Trust Don DiCarlo, Jr., Director of Wealth Planning and Senior Wealth Strategist Bruce F. Hoffmeister, Senior Wealth Strategist, National Business Owners Advisory Services Group Mark A. Graham, Executive Vice President Frederick M. Hopkins, Vice President and Senior Relationship Manager

Donald DiCarlo Jr. is responsible for assisting high-net-worth business owners and executives in developing and implementing complex wealth planning and business succession strategies.

Prior to joining Wilmington Trust in 2008, DiCarlo was the Director of Estate Planning and Senior Fiduciary Counsel for the Vanguard Group in Malvern,

Pennsylvania. His prior experience also includes the private practice of law and active duty service as a Judge Advocate in the U.S. Army. DiCarlo holds a Juris Doctorate from New England Law School and master’s degrees in both Tax Law and Theology. He earned his undergraduate degree from Villanova University. He currently serves as an adjunct faculty member at Villanova University’s School of Law where he teaches Family Wealth Planning. He is a frequent lecturer and has been published in leading trade journals, including the American Bar Association’s "Real Property, Trust, and Estate Law Journal" and the "Estate Planning Magazine." He has served as Chair of the Tax Committee and a member of the Executive Committee of the Probate Section of the Philadelphia Bar Association.

Bruce Hoffmeister is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs as part of the National Business Owners Advisory Services Group. Bruce works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan.

Bruce has over two decades of experience in estate and financial planning for high net-worth families and closely held business owners. Prior to joining Wilmington Trust, he was a Senior Financial Planner with Wells Fargo, N.A., where he was responsible for financial and estate planning for individuals with complex situations and business owners of the Private Bank for the mid-Atlantic region. He previously headed the Trusts and Estates practice group as a partner in the Washington, DC law firm of Feldesman Tucker Leifer Fidell LLP. He began his career as a tax associate with Price Waterhouse in St. Louis and was subsequently a tax associate with the law firm of Fisher Wayland Cooper & Leader in Washington, DC. Bruce holds a JD from the Washington University School of Law and earned a bachelor’s degree in Accountancy from the University of Illinois in Champaign. He is also a certified public accountant. Bruce is admitted to practice law in the District of Columbia, Illinois, and Missouri. He is a member of the DC Estate Planning Council and the District of Columbia, Missouri, and American Bar Associations. He is also a member of the AICPA and the Illinois CPA Society.

Bruce has been quoted in the Wall Street Journal, New York Times, and Bloomberg News and been a guest on Public Radio regarding financial and estate planning topics.

Mark Graham is the co-leader of Wilmington Trust's Wealth Advisory Services business, focusing primarily on the legacy Family Wealth business, Fiduciary Services, Private Banking, and our business across the mid-Atlantic Region from Philadelphia to Washington, D.C. Mark joined Wilmington Trust in 1983 and has specialized in all aspects of commercial banking and lending, private banking, trust, and investment management services during his tenure with the

company. From 1997 to 2007, Mark was president of Wilmington Trust of Pennsylvania, where he built a highly successful business focused on an integrated approach to serving the wealth management and commercial banking needs of owners of privately-held companies. Mark began his leadership of Wealth Advisory Services in 2008. Mark holds a bachelor's degree in Economics and History from the University of North Carolina and is also a graduate of the Stonier Graduate School of Banking. He is a board member of the Barnes Foundation Corporate Board, the Delaware Historical Society, The Children’s Hospital of Pennsylvania (CHOP) Cancer Center Board of Visitors, and is the Chairman of the Delaware Bankers Association. He is also involved in various other community and business organizations.

Fred Hopkins is responsible for the delivery of comprehensive wealth advisory services to individuals and families whose financial landscape includes an exceptional level of wealth and a high degree of planning complexity. This includes coordinating the efforts of each client’s investment, tax, and legal advisors to help meet the client’s wealth management goals.

Fred joined Wilmington Trust in 2013 with considerable tenure in the wealth advisory business. He most recently served in a senior position at a Baltimore-based wealth advisory firm, working with clients throughout Maryland and the United States. Earlier in his career, Fred worked with individuals and families on trust, tax, and estate planning matters and evolved into the role of senior advisor to high-net-worth clients with a strategic focus on their overall wealth management. Fred holds a Juris Doctorate from the University of Maryland School of Law, where he was an editor on the Business Lawyer, and a bachelor’s degree in Economics from Williams College. He is also a CFA® Charterholder and a member of the CFA Institute, the Baltimore CFA Society, the Maryland State Bar Association, and the Baltimore Estate Planning Council. He currently serves on the Investment Committee for the Episcopal Diocese of Maryland and the Board of Trustees of Friends of Clifton Mansion. Family Office Exchange Sara Hamilton, Founder and CEO Ann Dugan, Senior Managing Director of Consulting

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 490 globally-minded family enterprises and their advisors based in 20 countries. Since 1989, FOX has made financial solutions accessible

to business owning families by fostering dialogue among wealth owners and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service, and remains true to its founding mission of

objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. For the past 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association. Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM, and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.

Ann Dugan is the Senior Managing Director of Consulting at Family Office Exchange (FOX). Ann reports directly to Sara Hamilton, Founder and CEO. As Senior Managing Director of Consulting, one of Ann’s key initiatives is strengthening and branding the FOX consulting team on an international basis.

Ann has dedicated much of her career to consulting with family businesses and

family foundations as they strive to achieve long-term sustainability. Ann is the founder of the Institute for Entrepreneurial Excellence at the University of Pittsburgh, which she also led as executive director for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Ann’s mission was to provide leadership in consulting, education and network building for closely held/family held businesses desiring to remain entrepreneurial throughout the generations. Ann led her own successful succession in 2014, but continues to serve on several family business and philanthropic boards. Most recently, Ann comes to FOX from Headwaters SC (HWSC), where she served as Managing Director, Family Advisory Services. While at HWSC, Ann engaged with families and their enterprises, assisting them with their growth and development strategies while also planning for the next generation of family and business leadership. Ann received her Bachelor of Science degree in Finance as well as her Master of Business Administration degree from the University of Pittsburgh. Ann is a fourth generation member of a business-owning family within the lumber and building supply industry in southeast Georgia. Couples at Crossroads Jake Thiessen, Co-Founder Nicolee Hiltz, Co-Founder

Jake Thiessen is co-founder of Couples at Crossroads, a company dedicated to coaching couples through the challenges of balancing professional life and personal/family life. He has worked with couples for over 35 years.

Jake grew up on the plains of Central Kansas, the product of a farming community. The simple, hard-work ethic of that experience has had the effect of

defining his approach to life. For much of his adolescence he worked with his father who managed a small flourmill. The father-son work place bonding that occurred during those years created an appreciation for the overlap that can occur between home life and work life.

After college, Jake spent a year in France for language study followed by two years teaching English as a second language on an oasis in the Algerian Sahara. The shift from rural Kansas to Europe then to North Africa give him a profound appreciation for the differences that occur between individuals and cultures. It created a capacity for empathy that remains a central feature in his work today. Responding to a long-standing desire to work with couples and families, upon his return to the States, he pursued graduate school eventually earning a doctorate in Family Relations at Texas Tech University. After graduate school he taught marriage and family at the university level for 15 years while maintaining a private practice in marriage and family therapy. With an entrepreneurial spirit, he left academia to work full time helping couples navigate the life cycle from marriage to parenting to, occasionally, divorce and remarriage. Today, Jake enjoys bringing the simplicity of a Kansas farming community and the complexity of cross-cultural experience to his work with couples and families. His work is rooted in an appreciation for paradox. Jake lives in Central Pennsylvania with his partner, Nicolee Hiltz. He has three grown children. He enjoys reading, writing, collecting art, walking his dogs and binge watching British crime dramas.

Nicolee Hiltz is co-founder of Couples at Crossroads, a company dedicated to coaching people through the challenges of balancing professional and personal/family life. She has been a practicing psychologist for 25 years. Nicolee grew up in a small Central Pennsylvania community nurtured by a large, loving, Italian family. Her mother was a homemaker and father was a civil engineer who had the good fortune of retiring from the first job that hired him. In addition to

engineering, Nicolee’s father cultivated an entrepreneurial spirit by specializing in land development and surveying. She often assisted with surveys and drafting. As a result, her father’s small business served as an example of how entrepreneurship and family time can support each other. Since earning her doctorate in Psychology at Temple University and starting her professional career, Nicolee has worked as a consultant to public and private schools evaluating students and providing recommendations that enhance the learning experience. In addition, she focused on teacher efficacy, classroom management and school success. Nicolee is especially proud of her Red Cross volunteer service following the Gulf hurricanes, Katrina and Rita. During that time she helped create a mental health clinic that served individuals, families, volunteers, professionals and first responders. Calling on her fundraising skills, she was able to help build a child-safe play zone as well as a family recreation and fitness center. In 2011 she brought her childhood introduction to the entrepreneurial life, her experience as an educational consultant, her clinical skills and her desire to serve together to focus on helping couples find fulfillment personally and professionally. Her avocation as an artist adds creativity to her endeavors and makes her work lively and engaging. She has two grown children and lives in Central Pennsylvania with her partner, Jake Thiessen. She enjoys the creative process, reading, travel and the guilty pleasure of home improvement television shows.

JZ Partners Emmett Mosley, Managing Director Jessica Clemence, Vice President, Business Development

Emmett Mosley joined Jordan Industries, Inc. in 1997 and became a Managing Director of JZ Partners in 2005. During his tenure he has structured and completed numerous buyout and strategic build-up transactions in manufacturing, internet and service related industries. Mr. Mosley's responsibilities have included business valuation, due diligence management, negotiating and structuring transactions. His current responsibilities include

sourcing, structuring, negotiating, and executing transactions sponsored by JZ Partners. He received a BA in Psychology and Business Marketing from the University of Notre Dame.

Jessica Clemence is responsible for sourcing and evaluating new investment opportunities for JZ Partners. Prior to joining the firm in 2012, Ms. Clemence held a business development position with Lake Capital, a $1.3 billion fund focused on acquiring middle market service-based companies. She began her career in corporate lending and transitioned into investment banking when she joined Wachovia’s Media and Telecom Corporate Finance team in 2001. Ms.

Clemence left Wachovia in 2004 to pursue her MBA. She holds a bachelor’s degree from Florida State University and a Masters of Business Administration from University of Chicago Booth School of Business. SEI Private Wealth Management Doug Pugliese, Director, Private Wealth Management Denise Saugling, Director of Marketing

Douglas Pugliese is Director, Private Wealth Management, for SEI’s Private Wealth Management business segment. In this role, Doug is responsible for assisting new and existing ultra-high-net-worth clients to evaluate optimal alternatives for monetizing their business holdings and other illiquid assets to create diversified, investible wealth. Doug joins the firm with more than 16 years of experience in financial advisory roles as a trusted senior adviser to CEOs,

senior executives and boards of directors. Prior to joining SEI, Doug served as executive managing director and principal of the Northeast region for a valuation consulting and financial advisory firm. In this role, he was responsible for developing and driving business growth while managing the New York and Philadelphia offices. Previously, Doug was a managing director in the Investment Banking Division at Bear, Stearns & Co. Inc. In this capacity, he developed and executed strategic merger & acquisition and financing transactions worth more than $12 billion while based in the firm's New York and London offices. Doug has conducted business all over the world, having lived and worked for more than 10 years in Latin America, Europe and Africa. He also served as an officer and pilot in the United States Navy. He holds a bachelor of arts degree in economics and Spanish literature from the University of Pennsylvania and a master of business administration in finance from the Stern School of Business at New York University.

Denise Saugling is currently the Director of Marketing for SEI Private Wealth Management. She assists the unit in developing thought leadership based on the many challenges wealthy individuals face along with insight into what successful wealthy individuals do to manage these challenges. Through her marketing career she has held positions at Bank of America, AON and Harte Hanks and has also previously served on the board of directors for the

Philadelphia Direct Marketing Association. CFAR Center for Applied Research Nancy Drozdow, Principal/Founder Deborah Bing, President CFAR, originally the largest research center inside The Wharton School of the University of Pennsylvania, is a private management consulting firm committed to helping business leaders improve performance while leveraging the best of their cultures. The firm helps leaders propel innovation, engage people in change efforts that increase organizational agility, and turn strategy into real, lived behavior. CFAR has worked for decades with large owner-led and family businesses in multiple industries and cultures, and across generations. CFAR was among the first to systematically seek to understand and help family businesses. The firm offered the first academic workshops to members of family businesses and was instrumental in the founding of the Family Firm Institute, a global educational association dedicated to improving research and practice.

Nancy Drozdow is one of CFAR’s five founders and a member of the firm’s board of directors. She has led CFAR’s Family and Owner-Led Business practice for more than 30 years and has been instrumental in the development of CFAR’s approach to strategy. Nancy is known for her expertise as a thinking partner to leaders, successors and successor candidates across the family enterprise. Nancy helps her clients creatively identify and test options and then make hard choices, working through the strategies, structures, processes,

people and metrics that can enable or stand in the way of productive action involving complex issues of performance, money and relationships. Nancy is a founder of the Family Firm Institute. She is also an FFI Fellow and served on the organization’s original board. She is past-president of FFI’s Mid-Atlantic Chapter. Nancy received the 2012 Richard Beckhard Practice Award from the Family Firm Institute, which annually honors a founding member and distinguished practitioner in the family enterprise field, recognizing outstanding contributions to the field of family business practice. Nancy has lectured widely on topics such as risk, competition and growth, governance, succession, exit and continuity, and leadership and organizational development. Her work and ideas have been published in the business press, including Sloan Management Review, Business Week, CEO Magazine, Family Business Magazine, Journal of Management Consulting, Family Business Review, and the New York Times. Nancy holds an MBA in strategy from the Wharton School of the University of Pennsylvania.

Debbie Bing, President, is a member of CFAR’s next generation of leaders. She heads up CFAR’s Boston office and is a member of CFAR’s board of directors. She also co-leads the firm’s Family and Owner-Led Business practice group. Debbie’s specialty is helping family businesses and philanthropies create leadership, strategic and continuity plans that bridge the interests of family, business (when an operating company is in the mix) and its owners, across

generations. Debbie works with senior and next-generation family members to design governance structures and forums that engage family members, guided by shared goals for the entire family enterprise. Debbie views conflict as a useful starting point for a productive exchange about organizational priorities and performance. She helps business leaders and executive teams build collaborative approaches to their most pressing challenges, particularly when managing the multiple pressures of mission, performance, culture, competencies and competition. Debbie is an experienced speaker and has presented to many owner-led and family business audiences, including the Family Firm Institute, the Council on Foundations Philanthropy Conference and the International Society for the Psychoanalytic Study of Organizations (from which she won The Bridger Award in 2008 for her paper “Crowding Out the Space: The Weakness of a Strong Leader”). As a second-generation owner of CFAR, she draws on personal experience in working through the dilemmas of strategy and succession. Debbie holds a master of arts in international law and diplomacy from the Fletcher School at Tufts University. DonorsTrust Lawson Bader, CEO

Lawson Bader is CEO of DonorsTrust, a donor-advised fund/community foundation that works with donors and charities to promote limited government, free enterprise and personal responsibility. He has over twenty five years’ experience leading public policy research and advocacy organizations including the Competitive Enterprise Institute, Mercatus Center at George Mason University, SRI International, and the U.S. Senate Committee on Veterans Affairs. A native of Washington DC (with roots in Northern

California) he has degrees from Wheaton College (IL) and The Johns Hopkins University. His wife, Cynthia, teaches at the National Cathedral School for Girls, and they have two college aged children. Lawson is an avid reader of Civil War history and will teach anybody about the joys of single malt whisky or wearing a kilt. BDT & Company Ben Sher, Managing Partner Chris Williams, Partner Lauren Patnaude, Principal BDT & Company is a merchant bank that provides advice and long-term capital through its affiliated funds to help family- and founder-led businesses pursue their strategic and financial objectives. The firm works with owners of closely held businesses to find creative solutions to their most complex issues, while providing access to a world-class network of business owners and leaders. The firm’s affiliate, BDT Capital Partners, manages more than $9 billion across its investment funds and $3.5 billion of co-investments from its global limited partner investor base.

Ben Sher is a Managing Director of BDT & Company. BDT & Company is a merchant bank that combines more than $9 billion in affiliated investment funds with advisory services to address the long-term strategic and financial objectives of family- and founder-led businesses.

Prior to joining BDT, Ben was a Director in the investment banking division at Credit Suisse, where he spent more than a decade advising companies in the capital equipment, diversified industrial, chemicals and business services industries across a range of strategic and capital‐raising assignments. Ben serves as chairman to the Advisory Board to the Newberger Hillel at the University of Chicago and board member of Camp for All Kids. Ben received an AB in History and Science from Harvard College, and a JD and MBA from The University of Chicago Law School and Booth School of Business.

Chris Williams is a Partner of BDT & Company. Chris has nearly 25 years of transactional experience focused on mergers and acquisitions assignments. Prior to joining BDT, Chris was Co-Founder and Managing Director of Harris Williams & Co., one of the country’s preeminent middle market M&A advisory boutiques. Chris began his career at Bowles Hollowell Conner, based in Charlotte, North Carolina. Chris serves on the board of Marquette Transportation Company.

Chris also serves on the Board of Trustees at Washington and Lee University. Chris received a BS from Washington & Lee University and an MBA from Harvard Business School.

Lauren Patnaude is a Principal of BDT & Company. Lauren is responsible for execution of both investments and advisory assignments. Prior to joining BDT, Lauren was a Project Leader at The Boston Consulting Group in Chicago focused on corporate strategy work. She previously was an Associate in the Investment Banking Division at Goldman Sachs in Chicago, an Analyst in the Mergers Leadership Group at Goldman Sachs in New York, and began her career at UBS.

Lauren received a BA in Economics and History from Yale University and an MBA from The University of Chicago Booth School of Business. Private Directors Association Kenneth B. Hoganson, Jr., Chairman and CEO

Ken Hoganson is a founder and chairman & CEO of the Private Directors Association. In addition, he has served as a private director for more than 20 years with Lovejoy, a multinational metalworking company. Since 2012, he has served as the Family Firm Institute (FFI) Midwest Chapter President. He has been an investment banker over three decades. Ken’s past and current client profiles include private family businesses, private equity groups and large public

corporations. He has closed successful engagements in every major sector of the economy. As a past member of the board of directors and a chapter president, he is recognized as a leader in the several major international M&A associations, including the Association for Corporate Growth and the Alliance of Merger and Acquisitions Advisors. For over 12 years, Ken held a senior business planning faculty position at the Keller Graduate School of Management. He received a B.S. and an MBA from the University of Chicago. Ken and his wife, Shelly, enjoy outdoor activities at their Michigan tree farm.

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