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Family Business Siblings Smiling

Family Business Advisor Engagement Luncheon

Transitions in Three Parts

Join the Family Business Center for the final Advisor Engagement Luncheon of the school year, as we explore three unique aspects of family business transitions, in a unique way. We're breaking the event up into three segments, each a conversation between a family business and an advisor who helped them in their process.

Leadership transitions in day-to-day operations: Dina Simon, of Simon Says Lead, will discuss how a family business can build the leadership potential of the future generation. Joining her is John Arnold, 2G Managing Partner of Celarity, who will offer insights into navigating this journey.

Establishing a board to transition governance: Allen Bettis, of Legacy Associates, delves into this process for a family. Alex Murphy will then provide firsthand insight into aligning to create this new structure following the unexpected passing of her father, Richard Murphy of Murphy Companies.

Ownership Transitions: Attorney John Erhart of Fredrikson will highlight best practices in this area, and joining him in conversation is Tom Schmeling, the non-family CEO of Dalsin, who will share the impacts an ownership change can have on the business and employees.

Date & Time:

Thursday, May 16, 2024
11:15 a.m. – 1 p.m.
Lunch is served at 11:30 a.m.


Opus Hall (MOH) 201
University of St. Thomas
20 S 10th Street
Minneapolis, MN 55403
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