Friday, August 12, 2022
55.9 F
Milwaukee

Event Details

Wednesday, June 8, 2022

2:00 – 6:30 PM

Brookfield Conference Center

Watch On Demand Video

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.

The Family Recipe:

Bringing together innovation, growth, culture and succession planning to propel family and closely held businesses into the future. Join BizTimes Media and a distinguished group of family business owners and leaders for idea sharing and hands-on learning to help your business grow. The program begins with a keynote conversation, followed by a panel discussion, concurrent breakout sessions and a cocktail reception. Keynote Speakers:

  • Dick Leinenkugel, President and Chief Beer Merchant, Jacob Leinenkugel Brewing Co. (1)
  • Tony Bugher, Associate Marketing Manager, Jacob Leinenkugel Brewing Co. (2)

Panelists:

  • Peter Gottsacker, President, Wixon, Inc. (3)
  • Eric Schmidt, President, C.G. Schmidt Inc. (4)
  • Leah Steger, Vice President, Winkie’s Hallmark & Gifts (5)
  • Matt Stern, Director of Quality Assurance, Standard Electric Supply (6)

40-minute breakout sessions will cover topics like defining and articulating your company’s culture and value proposition; how, when and why to exit the business; and succession planning: the key to your financial plan in retirement.

Breakout Sessions:

7 keys to a successful personal financial plan
Just as strategic operating and succession plans are critical to the success of your business, similar attention should be paid to your personal financial plan. After all, business decisions can have financial, tax, and estate planning implications for the business owner and the business owner’s family. Learn how comprehensive wealth planning integrates business and personal planning to create a successful financial and legacy plan by addressing issues such as cash flow planning, creating wealth outside of the business, individual income tax planning, and estate planning.
 
Presenters:
  • Mark Strey, CFP®, CMFC, Wealth Strategist, Annex Wealth Management
  • Amy Kiiskila, JD, CFP®, CPA, CLU®, Wealth Strategist and Estate Planning Attorney, Annex Wealth Management
Steps to take when you’re stepping out
Your business has been your life, and it will be your legacy. When the time comes to consider how best to preserve that legacy and prepare for the next generation, what types of things should you consider? What are your objectives? From succession planning to third-party sales, the choices are as varied as your business, and choosing the correct path can seem daunting. Join the professionals from Meissner Tierney Fisher & Nichols S.C. for a discussion exploring the advantages, drawbacks, and opportunities presented by various strategies to achieve your objectives from passing your business to heirs, selling it to employees, selling it to third-parties, and a host of other considerations.
 
Presenters:
  • Thomas J. Nichols, Shareholder, Meissner Tierney Fisher & Nichols S.C.
  • Adam J. Tutaj, Shareholder, Meissner Tierney Fisher & Nichols S.C.
  • Scott T. Reigle, Shareholder, Meissner Tierney Fisher & Nichols S.C.

The role of culture and value proposition in achieving success
As author Simon Sinek writes, “It starts with Why!”. Defining & articulating your company’s culture and value proposition is a critical component to the success of a family business. Dick Hensley and Adam Stone of National Exchange Bank & Trust will discuss the importance of creating market differentiation and value for clients.

Presenters:

  • Adam Stone, Senior Vice President, National Exchange Bank & Trust
  • Richard S. Hensley, President, S.E. Wisconsin, National Exchange Bank & Trust

Presented By

Partners

Supporting Sponsor

Event 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.