Annual Symposium

Keynote Speaker

Building a Next Generation Family Team
Dr. Dennis Jaffe

After a family enterprise is successful, the challenge for the founders, and members of the next generation, is to prepare and create a team of family members who are ready, willing and able to continue the business. The responsibility of this team involves not just continuing but expanding the business in new generations, diversifying into other areas, and sustaining alignment and harmony in a growing family. Quite a challenge, and one that is quite different from that faced by the founding generation!

Luncheon Presentation

Generational Dynamics
Robert DelCampo, Ph.D.

For the first time in history, there are several distinct and very different generations working together. Each one has its own different beliefs, expectations, values, learning styles and desires. Dr. Delcampo in his luncheon presentation will look at generational dynamics including Generation Z. You’ll be surprised what his research discovered about this up and coming generation.

Afternoon Sessions

Financing Transitions Panel
Lonnie Talbert
Vickie Wilcox, JD
Anthony Royle, CPA
Moderated by Jay Rosenblum, JD

Family Business Panel: Experience with Transitions
Danny Cox
Patty Buffett
John Buffett
Tyler Buffett
Moderated by John Attwood