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.
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
Campus map
Cost for individual advisors.
Admission is free and open to University of St. Thomas faculty, staff and students. Please email familybusiness@stthomas.edu for the discount code.