[tdc_zone type="tdc_content"][vc_row][vc_column width="1/1"][vc_single_image media_size_image_height="205" media_size_image_width="500" height="200" size="contain" image="456410"][/vc_column][/vc_row][vc_row][vc_column width="2/3"][td_block_text_with_title custom_title="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.
[/td_block_text_with_title][vc_row_inner][vc_column_inner][td_block_text_with_title custom_title="Building Value and (Re)Creating Culture"]
A distinguished group of family business owners and leaders joined BizTimes Media for idea sharing and hands-on learning at the Family & Closely Held Business Summit. The program helped attendees look past the pandemic to what’s next as companies work to recreate their company culture, grow through innovation and transition to a new generation of leadership. The event featured a keynote conversation, panel discussion and three breakout sessions.
Keynote Speaker:
- Carl Rick, Training Manager/Third Generation Spokesperson, Kwik Trip (1)
Panelists:
- Ollie Ellsworth, President, GDI Adhesives (2)
- Martin Gallun, Chairman/Owner, Metalcraft of Mayville, Inc. (3)
- Lacey Sadoff, President, Badger Liquor (4)
- Andrew Steinhafel, President, Steinhafels (5)
[/td_block_text_with_title][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][td_block_text_with_title custom_title="BREAKOUT SESSIONS"]
Master Your Growth Goals
Meeting your goals requires planning. We will discuss the how and why of establishing breakeven points by department, service,
product, and/or location. The session will include an interactive discussion – bring your questions.
Presenter: Nancy Mehlberg, CVB, EA, Principal, SVA Certified Public Accountants
Living Through the Sale of Your Business
Dick Hensley interviews Nick Fricano, Founder & CEO of Healthfuse Nick will talk about living through the sale of his business in 2020 to a private equity firm: pre-sale, transition, and post-sale where Nick currently serves as Healthfuse CEO.
Moderator: Dick Hensley, President – S.E. Wisconsin, National Exchange Bank & Trust
Proposed Wealth Tax Changes Under the Biden Administration
President Biden and several senators have either proposed legislation or indicated a desire to change various wealth tax provisions, including the estate tax exemption amount, capital gains tax rates, and the “step up” in basis at death. This presentation will provide a summary of the current wealth tax system, the proposed changes, and steps to consider now or in the near future to minimize such taxes.
Presenters:
Jacqueline L. Messler, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.
Mark J. Andres, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.
[/td_block_text_with_title][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width="1/3"][td_block_text_with_title custom_title="Event Details" el_class="biz-event-details"]
Tuesday, June 29, 2021
2:00 - 6:30 PM
Brookfield Conference Center
Watch On Demand Video
[/td_block_text_with_title][td_block_title title_tag="h4" custom_title="Presented By" tdc_css="eyJhbGwiOnsibWFyZ2luLWJvdHRvbSI6IjAiLCJkaXNwbGF5IjoiIn19"][vc_single_image media_size_image_height="37" media_size_image_width="300" image="456354" size="contain" image_url="https://www.biztimes.com/" open_in_new_window="yes" height="100" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsInBhZGRpbmctdG9wIjoiLSIsInBhZGRpbmctYm90dG9tIjoiLSIsImRpc3BsYXkiOiIifX0="][td_block_title title_tag="h4" custom_title="Sponsored By" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0="][vc_single_image media_size_image_height="125" media_size_image_width="300" size="contain" open_in_new_window="yes" height="100" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsInBhZGRpbmctYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0=" image_url="https://www.dkattorneys.com/" image="496141"][vc_empty_space][vc_single_image media_size_image_height="129" media_size_image_width="436" size="contain" open_in_new_window="yes" height="100" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsInBhZGRpbmctYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0=" image_url="https://advisor.morganstanley.com/the-riverwood-wealth-management-group" image="456414"][vc_empty_space][vc_single_image media_size_image_height="120" media_size_image_width="300" size="contain" image_url="https://nebat.com/" open_in_new_window="yes" height="100" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsInBhZGRpbmctYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0=" image="456412"][vc_empty_space][vc_single_image media_size_image_height="716" media_size_image_width="1024" size="contain" open_in_new_window="yes" height="100" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsInBhZGRpbmctYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0=" image="518296" image_url="https://www.sva.com/"][vc_empty_space][td_block_title title_tag="h4" custom_title="Supporting Sponsor" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0="][vc_single_image media_size_image_height="97" media_size_image_width="277" size="contain" image_url="https://www.vistage.com/" open_in_new_window="yes" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjIwIiwibWFyZ2luLWJvdHRvbSI6IjAiLCJkaXNwbGF5IjoiIn19" height="100" image="461486"][td_block_title title_tag="h4" custom_title="Partners" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjAiLCJtYXJnaW4tYm90dG9tIjoiMCIsImRpc3BsYXkiOiIifX0="][vc_single_image media_size_image_height="64" media_size_image_width="257" size="contain" open_in_new_window="yes" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjIwIiwibWFyZ2luLWJvdHRvbSI6IjAiLCJkaXNwbGF5IjoiIn19" height="100" image_url="https://www.familybusinessleadership.org/" image="528198"][vc_single_image media_size_image_height="189" media_size_image_width="518" size="contain" open_in_new_window="yes" tdc_css="eyJhbGwiOnsibWFyZ2luLXRvcCI6IjIwIiwibWFyZ2luLWJvdHRvbSI6IjAiLCJkaXNwbGF5IjoiIn19" height="100" image="528188" image_url="https://www.uwfbc.org/"][vc_empty_space][td_block_text_with_title custom_title="Past Events"]
[/td_block_text_with_title][vc_empty_space][td_block_text_with_title f_post_font_size="12" f_post_font_line_height="16px" post_color="#a0a0a0"]
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.
[/td_block_text_with_title][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row][/tdc_zone]
