Constructive, dynamic and practical, the Summit will kick off with one of the most knowledgeable and connected Washington, D.C. power brokers, Michael Boland from Dome Advisors LLC, who will speak on what the various election outcomes mean for the business economy, then segue into thought-provoking presentations from family and closely held business advisors from law, accounting, private equity and insurance who will discuss hot topics. In addition, a roundtable panel with regional CEOs will offer unique perspectives and tell stories of succession planning and exit strategies.
To round out the Summit, Anna Liotta, a leading authority on intergenerational communication and management, will share her deep understanding of generational demographics and dynamics. Anna has assisted family and closely held business in crossing generational divides to ensure trust and long-term success – and she will also provide tips on how to manage millennials!
The Summit will be action packed with interactive discussion, learning, and sharing of topical issues and solutions to some of the challenges of owning, running and transitioning a family or closely held business. The Summit’s program below details the following topics and speakers for the day.
Our opening keynote speaker, Michael Boland, Founder of Dome Advisors LLC will present on The Long March to the 2016 Elections and The Economy.
- Estate and Business Succession Planning Hot Topics: Uncertainty Ahead
Rochelle L. Haller and Harold E. Snow, Jr. | Owners, Garvey Schubert Barer
- Many Exits – Which Is Right for You?
Roundtable panel featuring regional CEOs who will discuss their experiences with different types of exits
- The Economic Implications of Advancing Technology
Thomas McLoughlin | Co-Head of the CIO Fundamental Research, UBS
- Shareholder Agreements: Passing the Buck, Or Not…
Rod Bench | Princial, Pillar International Insurance Advisors
- Partnering with Private Equity
Cameron M. Hewes | Managing Director, Mergers & Acquisitions, BMO Capital Markets
- Preserving Family Wealth: Tax Strategies for Family Business Transfers in 2016 and Beyond
David A. Stiefel | Managing Principal, Bader Martin
- Managing Generational Differences in Your Business
Anna Liotta, Author & National Speaker
To register, please visit www.2016fchbsummit.eventbrite.com. Space is limited.
We look forward to seeing you there!
-Garvey Schubert Barer, Bader Martin, BMO Capital Markets & USI Kibble & Prentice