Event Details
Wednesday, June 4, 2025
2:00 – 6:30 PM
Brookfield Conference Center
Family & Closely Held Business Summit
Take Your Family Business to the Next Level
Keynote Conversation
- Jane Blain Gilbertson, Executive Chair and Sole Owner, Blain’s Farm & Fleet
About Jane Blain Gilbertson
After graduating college, Jane started her career as a buyer at Macy’s. She joined the family business in 1985. After the passing of her uncle and father, founders of Blain’s Farm & Fleet, Jane and her brother bought out the remaining family members in 1998. The duo ran the business together until her brother retired in 2014, when Jane become CEO and sole owner. In 2024, Jane transitioned to the role of executive chairman with Mark Hasting, who joined the company in 2020, taking over as CEO.
Panel
- Craig Bald, President & CEO, ITU AbsorbTech (1)
- Craig Jorgensen, President and CEO, VJS Construction Services (2)
- Peter Olesen, President, O&H Danish Bakery (3)
- Katie Poehling Seymour, CEO & president First Supply (4)
Moderator: Arthur Thomas, Managing Editor, BizTimes Media
Breakout Sessions
Planning for Potential Pitfalls When Transitioning Your Business (Room A)
Every business will transition at some point in its existence. The journey to a successful transition can take many twists and turns, and potential pitfalls can threaten to derail the plan.
Key issues to plan for include identifying lifestyle goals and liquidity needs after a transition, considering how taxes impact the plan, determining how the business will be transitioned, and understanding family dynamics. A comprehensive wealth plan brings together business and personal planning to address pitfalls and create customized solutions for you and your family’s life after the transition.
Learn how to identify potential pitfalls and how a comprehensive wealth plan can incorporate flexible solutions for a successful transition and legacy.
Presenters:
- Amy Kiiskila, JD, CFP®, CPA, CLU®, Director of Wealth Strategy, Annex Wealth Management
- Brian Lamborne, JD, LLM | Senior Wealth Strategist, Annex Wealth Management
How Financial Partners Help Grow & Protect Your Family Legacy (Room B)
Whether you are a multi-generational business or working to get there, your financial partner plays a key role in supporting your business growth. In this session, we will discuss the macroeconomics conditions of 2025, and the tools financial institutions have to support family and closely held businesses through uncertain economic times.
Presenters:
- Ivan Gamboa, Senior Vice President, Chief Commercial Lending Officer, Tri City National Bank
- Alissa Peeters, Vice President, Commercial Lending, Tri City National Bank
Presented By
Sponsor
Partner
EVENT Partner
Past Events
- 2024 Family & Closely Held Business Summit
- 2023 Family & Closely Held Business Summit
- 2022 Family & Closely Held Business Summit
- 2021 Family & Closely Held Business Summit
- 2020 Family & Closely Held Business Summit
- 2019 Family & Closely Held Business Summit
- 2018 Family & Closely Held Business Summit
- 2017 Family & Closely Held Business Summit
- 2016 Family & Closely Held Business Summit
Interested in sponsoring an event? To reap the benefits of the ultimate in-person marketing opportunity contact Linda Crawford, Director of Sales, to discuss opportunities. Event sponsorships are limited.
