Thursday, December 8, 2022
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Milwaukee

Family & Closely Held Business Summit

Last updated on May 16th, 2022 at 03:52 pm

The Family Recipe:

Bringing together innovation, growth, culture and succession planning to propel family and closely held businesses into the future.

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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, Leinenkugel Brewery (1)
  • Tony Bugher, Associate Marketing Manager, Leinenkugel Brewery (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)

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 Manager, Annex Wealth Management
  • Amy Kiiskila, JD, CFP®, CPA, CLU® | Wealth Manager, 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

 

Date

Jun 08 2022
Expired!

Time

2:30 pm - 6:30 pm

Location

Brookfield Conference Center
325 S Moorland Rd, Brookfield, WI 53005
BizTimes Media

Organizer

BizTimes Media
Email
events@biztimes.com
Website
https://www.biztimes.com

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Holiday flash sale! Subscribe to BizTimes and save nearly 40%!

Limited time offer. New subscribers only.