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Milwaukee
Saturday, September 26, 2020

Family & Closely Held Business Summit

Join other family & closely held companies as we navigate the complex issues of maintaining a successful, sustainable family or closely held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.

It’s Time To Thrive – Getting Your Business Back On Track in 2020

Join BizTimes and a distinguished group of family business owners on July 22nd from 8-10:30 a.m. for idea sharing and hands-on learning to help you and your business as you look to thrive post COVID-19. Take this time to “work on” your business by attending this free virtual event.

Featured Speakers

Greg Marcus

Greg Marcus
President and Chief Executive Officer
The Marcus Corporation

Tim Michels

Tim Michels
Co-Owner
The Michels Corporation

Presenters

  • Joe Kujawa, former owner of KEI and now Sr. Practice Leader with Bruce Wilson & Company (1)
  • Sam Maglio, president, Maglio Companies (2)
  • Paul Maglio, director of operations, Maglio Companies (3)
  • Theodore (TJ) Perlick Molinari, vice president, Perlick Corporation (4)

Moderator: Arthur Thomas, associate editor, BizTimes Media

Family Business Presenters

BREAKOUT SESSIONS

After the presentations, roll up your sleeves and join the breakout sessions led by subject matter experts. Attend two live; the rest will be available on demand.

Session one:

  • Circumstances changed, your family’s goals did not: How do we get back on track?
    Presented by: Jeff Krause, The Riverwood Wealth Management Group at Morgan Stanley
  • Leadership in Uncertain Times
    Presented by: Richard Hensley, National Exchange Bank and Trust
  • Identifying Key Liability Risks in the Workplace and Among Your Workforce
    Presented by: Kathy L. Nusslock, Litigation Attorney, Davis|Kuelthau, s.c. and Laurie E. Meyer, Employment and Litigation Attorney, Davis|Kuelthau, s.c
  • Lessons learned as 4th generation evolves business in 21st century
    Presented by: Matt Powell, Executive Vice President, Century Fence Co.

Session two:

  • Communication and Company Culture
    Presented by: Dr. Tom Nebel, GiANT Consulting
  • Has COVID destroyed the M&A Seller’s Market?
    Presented by: Ann Hanna and Corey Vanderpoel, The Taureau Group
  • Tax, Liquidity and Other Wealth Management in Era of COVID
    Presented by: Gini L. Hendrickson, Corporate Attorney, Davis|Kuelthau, s.c.

More information about our sponsors

Davis|Kuelthau is dedicated to aiding family and closely held businesses in their resiliency and growth.  To help mitigate risk during this unprecedented era, D|K’s team advises on the vast range of regulatory, litigation and transactional challenges arising daily. Our complimentary resources are located at: https://www.dkattorneys.com/coronavirusguidance/.


It was a pleasure being a part of this year’s Summit. We hope you found the content useful in helping bring your business into the future. https://advisor.morganstanley.com/the-riverwood-wealth-management-group

Jeffrey J. Krause, CPWA®, CFP®
First Vice President
Financial Advisor
The Riverwood Wealth Management Group at Morgan Stanley
Morgan Stanley Smith Barney LLC. Member SIPC
CRC 3118102


Whether you are starting up, transitioning to the next generation, moving onto the next adventure or just looking for a partner with a customer-centric philosophy, we want to help you. Let’s talk.

Richard S. Hensley
President – Southeast Wisconsin Market
National Exchange Bank & Trust
rhensley@nebat.com | 262.523.5726
https://nebat.com

 

Event Details

RECORDED ON:
July 22, 2020 8:00 – 10:30 AM

Watch On Demand Video

Download Slide Deck

Presented By

Sponsored By

Partner

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.