Next-Gen 2013: Families Speaking To Families About Multi-Generational Success

Thursday, February 28, through Saturday, March 2, 3C Advisors & Associates, Inc. and The Bianchi Family Council present Next-Ten 2013: Families Speaking To Families About Multi-Generational Success at Hotel Del Coronado. This year’s keynote speaker is Rene C.W. Boender, author of “Cool is Hot” and “Great to Cool.”

 

The multi-day event will feature a cocktail reception on Thursday, a full day of sessions and tracks on Friday followed a gala dinner, and another full day of sessions and tracks on Saturday followed by cocktails and a social gathering with the keynote speaker and guests.

 

Early registration discount: $1,395 for first person and $950 for second person.

 

For room discounts use promo code: DW10

 

To register:  www.3Cnextgen.com

 

 

Agenda:

Thursday, February 28

6:00–7:30pm ~ PLENARY SESSION –“Creating a Legacy with Values: How to Talk to Your Family about Money” panelist Brian Caster, CEO Caster Enterprises, moderated by Carlee Harmonson, Regional Director The Private Bank, Union Bank.

 

COCKTAIL RECEPTION SOCIAL GATHERING WITH SPEAKERS AND GUESTS 

Friday, March 1

7:30-8am ~ BREAKFAST

 

WELCOME and OVERVIEW OF THE DAY: Carmen Bianchi, Managing Director The Bianchi Family Business Council and Stephen Jones, Executive Managing Director 3C Advisors

 

8-9am ~ Keynote Plenary Session – Generating Success: How to make the generational differences work, Prof. Greg McCann-Stetson University

 

9-10:45am ~ TRACK ONE: TRACK TWO: Combined Plenary

 

Family Business – Family Office – Entrepreneurial behavior makes for good family businesses and family offices! presented by, Dirk Jungé, Chairman of the Board, Pitcairn Trust; Associate Dean, Ann Dugan, University of Pittsburgh

 

10:45-11am ~ SOCIAL TIME WITH SPEAKERS AND GUESTS

 

11–12pm ~ TRACK ONE: Family Office Putting Chaos into Order-The Case for Integrating Wealth Management & Family Office Technologies: a legacy plan to simplify the inter-generational financial view; panelists Brandon C.Johnson, Johnson Financial Group/Blair E. Richardson, Bow River Capital/Moderator Carolyn Kling, Kling Partners.

 

TRACK TWO: Family Business – “How we have built our large, successful family business in spite of ourselves”.  Moderated by Robert Copeland, Richard Kintz, Sheppard Mullin

12–1:15pm ~ LUNCH – ON LAWN  

 

1:15-2:15pm ~ TRACK ONE: Family Office – Preserving what’s yours-protecting your business for multiple generations from divorcing spouses, creditors, lawsuits and taxes moderated by Siddharth Chhokar, MBA, JD, LLM (Taxation) Certified Specialist, Estate Planning.

 

TRACK TWO: Family Business – The Advantages of Creating a Family Council and how to Ensure its Long-Term Effectiveness. Olthoff Family Business; Nichols Inc. panelist Mike Olthoff and Kay Olthoff, moderated by Carmen Bianchi, Carmen Bianchi Family Business Associates.

 

2:30-3:30pm ~ TRACK ONE: Family Office- When is it an Opportune Time to Create a Family Office? Laurent Roux, Gallatin Wealth Management.

 

TRACK TWO: Family Business – Estate and Business Succession Planning with a Concentration in Real Estate: A Two Generation perspective –Winners Circle Resorts, Jim Watkins, KC Vafiadis, moderated by Cory Grant, Grant, Hinkle and Jacobs

 

3:40pm – 4:45pm ~ TRACK ONE: Family Office – Families Investing in Families deVisscher & Co.- Francois deVisscher

 

TRACK TWO: Family Business- Tangible Assets-How to Identify, Manage and Protect Them presented by Carolyn Konecki and Julia Fagin, Leavitt Insurance Agency

 

GALA DINNER ~ Guest Keynote Speaker from Holland René C.W, Boender “Cool is Hot”

6-6:45pm ~ COCKTAILS  & SOCIAL TIME WITH SPEAKERS AND GUESTS

 

6:45-7pm ~ WELCOME:

 

7-9pm ~ DINNER

 

 

 

Saturday, March 2

7:30-8am ~ BREAKFAST

 

8-9am ~ PLENARY: “Developing a Family Enterprise Voice for All Generations” Ann Kinkade, President FEUSA  (Family Enterprise USA-Advocacy Program)

 

9-9:15am ~ SOCIAL GATHERING WITH SPEAKERS AND GUESTS

9:15–10:15am ~ TRACK ONE: Family Office-“How to Turn Various Businesses into a Profitable Family Office” Panelists, Chris Philibbosian moderated by Robert Copeland and Richard Kintz, Sheppard Mullin.

 

TRACK TWO: Family Business: Haws Family Council – What Governance Structures such as a Family Council and a Board of Directors can do for a Family Business, moderated by Carmen Bianchi

 

10:25–11:25am ~ TRACK ONE: Family Office – Business Owner Succession Planning: Growing Enterprise Value and Protecting Personal Wealth panelist, a business owner of a large successful family business moderated by Sid Tobiason, Moss Adams

 

TRACK TWO: Family Business –Key Employee Velcro: Techniques to Retain and Reward Through the Next Generation presenter Scott B. Hinkle, J.D., CFP

 

11:25-12:25pm ~ TRACK ONE: Family Office – Liquidity & Income: A Discussion on Life Insurance as an Asset Class and the Correlation to Real Estate, Debt & Bonds, panelists, Cory Grant, Grant, Hinkle & Jacobs, Mark Gleiberman, MG Properties Group, C. Ludwgson, Bel Air Investment Advisors moderated by Carolyn Kling.

 

TRACK TWO: Family Business – Proactive Planning: Charting the course of your family wealth by protecting your hard-earned wealth using spousal access trusts, valuations and succession, panelist George Hunt, Proptech Inc., moderated by Bruce Knowlton.

 

12:30-1:30pm ~ LUNCH

 

1:30-2:30pm ~ TRACK ONE: Family Office- Who is the Family Risk Manager?  Panelist Beverly J. Butler Symonik, Sacramento Associates Family Office, moderated by Mary Gust, Senior Managing Director Crystal & Company

 

TRACK TWO: Family Business – California-Should I stay or should I go? Dina Segal, Jerry Gumpel, Sheppard Mullin, Bruce Knowlton, Moss Adams

 

2:40-3:40pm ~ PLENARY: Family Office AND Family Business – Residency and Doing Business in California: What are the Alternatives and How do you do it? Panelists, John Lynn and Curtis Lynn, Dina Segal, Sheppard Mullin, Cory Grant, Grant Hinkle and Jacobs

 

3:45-5pm ~ COCKTAILS/SOCIAL TIME WITH SPEAKERS AND GUESTS  

Closing Remarks and Wrap-up