Thursday, June 13, 2019 | 7:00 - 11:30 AM | Italian Community Center

Join other family & closely held companies and learn how to navigate many of the complex issues related to growing a successful and sustainable family and 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.


An Owner’s Guide to the Future
We’re surrounded by inevitable changes, from AI to generational workforce shifts, but not all change is progress and sometimes knowing what shouldn’t change is more than half the battle.
Nationally-recognized futurist David Zach presented some fascinating forecasts and clear-headed observations about what traditions we should hold onto.

Following the keynote presentation, the owners of Bartolottas Restaurants, Wisconsin Lift Truck (part of Wolter Group LLC), Chiappette Shoes and Ariens Company shared insights, philosophies and stories about how they have navigated the complex issues related to growing a successful closely held business.

Featured Presenters:
(click on the presenter’s name to download their slides)
Dan Ariens, Chairman & CEO, Ariens Company
Nick Chiappetta, COO and Tony Chiappetta, CEO, Chiappetta Shoes
Jerry Weidmann, President, Wisconsin Lift Truck, part of Wolter Group LLC
• Paul Bartolotta, Chef and Co-Owner and Keith Trafton, COO & Managing Partner, The Bartolotta Restaurants

 

After the presentations attendees selected from 11 concurrent roundtable sessions led by family & closely-held company leaders.

  • CAREER PATHS, TRANSITION TIMELINES, OWNERSHIP TRANSFER
    Sam Maglio, President, Maglio Companies
  • CONSIDERING SELLING YOUR FAMILY BUSINESS? PLAN NOW FOR A BETTER OUTCOME.
    Jake Hansen, Principal, Jacsten Holdings
  • SUCCESSION PLANNING – CONVERTING TO AN ESOP
    Jay Koenitzer, Shareholder & Board Member, Helwig Carbon Products, Inc.
  • THE CHALLENGES OF STARTING, GROWING AND SUSTAINING A FAMILY BUSINESS
    Jalin Phelps, VP of Field Operations & James Phelps, President, JCP Construction
  • MAINTAINING THE FAMILY LEGACY THROUGH BUSINESS ACQUISITION
    Robyn Trester-Vaupel, President, Trester Metropolitan
  • PRESERVING THE FAMILY LEGACY THROUGH ESTATE PLANNING
    Jacqueline Messler, Trusts, Estates & Succession Planning Attorney, Davis|Kuelthau
  • SELLING THE FAMILY BUSINESS – PROS AND CONS
    Bill Edstrom, Jr., Former Family Business Owner, Shareholder, Avidity Sciences
  • THE “NUTS AND BOLTS” THAT GO INTO STRUCTURING A FAMILY COUNCIL
    Bob Piekenbrock, Jr., Founding Member, Schmid Family Council & Patty Piekenbrock Reiman, Founding Member & Communications Director, Schmid Family Council, Crescent Electric Supply Company
  • SUCCESSION PLANNING, ACCOUNTABILITY AND COMMUNICATION
    Richard Smith, M.S., P.E., CEO and Owner, raSmith
  • FROM BRICKS AND MORTAR TO SELLING NATIONALLY
    Nick Chiappetta, COO & Tony Chiappetta, CEO, Chiappetta Shoes
  • IT’S ALL ABOUT OPEN COMMUNICATION
    Maria Rupena Karczewski, President, Rupena’s Fine Foods


Past Events:

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.