{"id":371007,"date":"2025-07-07T17:04:52","date_gmt":"2025-07-07T21:04:52","guid":{"rendered":"https:\/\/chiefexecutive.net\/?page_id=371007"},"modified":"2025-08-18T13:20:04","modified_gmt":"2025-08-18T17:20:04","slug":"agenda","status":"publish","type":"page","link":"https:\/\/chiefexecutive.net\/family-business-summit\/agenda\/","title":{"rendered":"Agenda"},"content":{"rendered":"\t\t
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Family-Owned Business Summit<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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AGENDA<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Wednesday, February 11<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t12:30 - 5:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Pre-event Add-on<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Golf Outing<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Golfers attending the Family Business Summit have the rare opportunity to play at the private Pelican Golf Club. Nestled along the Gulf Coast in Belleair, Florida, the course is known for its immaculate conditioning and classic layout, inspired by the original Donald Ross design from the 1920s.<\/p>

    Pelican has served as the stage for some of golf\u2019s most celebrated moments, including The Match<\/i> featuring legends Tiger Woods and Rory McIlroy paired against Justin Thomas, and Jordan Spieth. Pelican Golf Club also welcomes the world\u2019s top women golfers as host of the annual LPGA tournament The ANNIKA driven by Gainbridge at Pelican<\/i>, further cementing its reputation as a premier championship venue.<\/p>

    Whether you\u2019re a seasoned player or simply appreciate the game\u2019s traditions, this is a rare chance to walk the same fairways as the greats, in the company of other Summit attendees. Availability is limited, and advance registration is required. Transportation from the hotel will be provided. *Please note the course is Walking Only unless participant has a medical issue that prevents them from walking.<\/i><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Welcome Reception<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tThe Karol Hotel<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Thursday, February 12<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 - 9:00 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Registration and Networking Breakfast<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tRaymond James Headquarters<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:00 - 9:15 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Welcome and Opening Remarks<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        \"\"<\/figure>

        Tom Walrond<\/h3>

        President of the Private Client Group, Raymond James and Associates<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Marshall Cooper<\/h3>

        CEO, Chief Executive Group<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        Opening Keynote: The Family Culture Advantage<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        Family-owned businesses face their own set of challenges\u2014but they also possess powerful advantages that are difficult to replicate. Chief among them: the ability to build enduring cultures rooted in trust, loyalty, and long-term relationships. These traits are often elusive in short-term-focused public and private equity-owned firms.<\/p>

        Our opening keynote will share how long-term orientation, loyalty and shared values can be a competitive edge\u2014 but only when paired with business discipline and adaptability. This case study sets the tone for the unique opportunities (and landmines) facing family business leaders.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        Overcoming Barriers to Succession: The Human Side of Business Transition<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        At the heart of the succession process are often complex\u00a0founder and family dynamics that threaten to derail the best intended plans for the future of the family and business. Factors such as ego, identity, attachment, and the meaning of the business to all involved must be attended to ensure a successful transition. \u00a0<\/p>

        Going beyond the legal and financial succession mechanics, this session will explore the human side of transition. A seasoned family business psychologist and experienced second-gen leader will unpack the hidden dynamics that often derail succession. We\u2019ll tackle the emotional, strategic and structural dimensions of generational transition\u2014whether your successors are family, non-family or still undecided. Attendees will walk away with tools to recognize emotional roadblocks, initiate candid conversations, and apply practical strategies to preserve both the founder\u2019s legacy and the family\u2019s future. Whether you’re the founder or the next generation, this session offers a fresh lens\u2014and a path forward.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Ann Huntington Sharma<\/h3>

        President, Huntington Learning Centers<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Steven S. Rolfe M.D.<\/h3>

        Family Business Advisor with expertise in family psychodynamics <\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        Networking Break<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Peer-to-Peer Roundtables: Set 1<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        The Outsiders: Non-Family Professional Managers in the Family Business <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Professionals outside the owning family have their own challenges and opportunities. The ability to impact a closely-held business is unique, as is navigating the dynamics of an organization that is not always operating to optimize business outcomes. This session will allow for frank discussions about effective ways to navigate these challenges with skill and sensitivity.<\/p>

        Facilitated by:<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Greg Kaufman<\/h3>

        CEO Coach, Chief Executive Group\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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        Raising Responsible Stewards: Preparing the Next Generation for Leadership, Ownership, or Legacy <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Not every next-gen family member wants to be CEO\u2014or even work in the business\u2014but that doesn\u2019t mean they can\u2019t be influential contributors to the family legacy. This roundtable explores how to prepare future family members to be responsible stewards: as owners, leaders, or advocates of the business\u2019s long-term purpose. From instilling values and work ethic to setting expectations and offering non-operational paths (like board roles, family council seats, or external experience), we\u2019ll share candid lessons on how to raise engaged, empowered contributors without guilt or entitlement.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        \"\"<\/figure>

        Greg Kaufman<\/h3>

        CEO Coach, Chief Executive Group\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

        \n\t\t\t\t\n\t\t\t\t\t
        Compensation Considerations: Fairness, Fit and Friction <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Few topics spark more tension in a family business than compensation\u2014especially when family members, non-family executives, and inactive shareholders are all in the mix. This roundtable will explore how to set fair, transparent compensation policies that reflect role, contribution, and market realities\u2014without damaging trust or morale. We\u2019ll discuss real-world approaches to aligning pay with performance, addressing perceived inequities, and navigating tough conversations when family dynamics and business logic collide.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Greg Kaufman<\/h3>

        CEO Coach, Chief Executive Group\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t12:30 pm - 1:45 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Working Lunch & Peer-to-Peer Roundtables: Set 2<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        Maximizing Value: Preparing Your Family Business for What\u2019s Next <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Whether you’re planning to pass the business to the next generation or considering a sale, the steps you take today will shape your options tomorrow. In this roundtable, we’ll explore how family business leaders can position their companies for maximum value\u2014regardless of the eventual exit path. The discussion will cover how to view your company through a strategic lens: aligning leadership, governance, and capital structure with future goals. We\u2019ll dive into practical considerations like how to assess readiness and avoid common pitfalls in both generational transitions and external exits. Whether your timeline is two years or ten, you\u2019ll leave with a clearer picture of what it means to run your company with optionality\u2014and legacy\u2014in mind.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Will Dowden<\/h3>

        Managing Partner, KLH Capital<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Sean Hutchinson<\/h3>

        Partner, Ready for Next<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

        \n\t\t\t\t\n\t\t\t\t\t
        Winning the Talent War: Competing with PE-Backed Companies (Without Breaking the Bank) <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Private equity-backed firms often have deeper pockets\u2014but family businesses have powerful advantages of their own. This roundtable will explore how to attract and retain top talent when you can\u2019t always match the biggest offers. From culture and stability to purpose and long-term thinking, we\u2019ll discuss how to position your business as an employer of choice, structure compelling (but sustainable) compensation packages, and win over candidates who might otherwise lean toward flashier offers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Greg Kaufman<\/h3>

        CEO Coach, Chief Executive Group\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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        Governance That Works: Building the Right Board for Your Business and Family <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Strong governance can be a game-changer for family businesses\u2014but there\u2019s no one-size-fits-all model. This roundtable will unpack how to design a board (or advisory board) that fits your company\u2019s stage, size, and family dynamics. We\u2019ll explore how to bring in independent directors, define roles for family members, establish family councils, and build governance systems that improve decision-making, succession, and long-term strategy. Whether you\u2019re starting from scratch or evolving an existing structure, you\u2019ll walk away with practical ideas to strengthen your governance foundation.

        Facilitated by:<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        Diane Adams<\/h3>

        Board Member, Lodge Cast Iron, Thrall Enterprises and Valco Industries\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t1:45 - 2:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Stretch Break<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:00 - 2:50 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Wealth Preservation Across Generations: Building the Right Structures and Setting the Right Intentions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        As family enterprises grow, so do the complexities of protecting and passing on wealth. From estate planning and tax mitigation to structuring trusts and gaining consensus around charitable giving, this session will explore what it takes to preserve assets\u2014and family harmony\u2014across generations. A panel of seasoned advisors will unpack real-world strategies for building structures that last, including how to balance family trustees with corporate oversight, when to use foundations or donor-advised funds, and how to align wealth planning with family values and legacy goals. Whether you\u2019re planning for liquidity events or navigating the second and third generation transitions, this session will help you avoid common pitfalls and create clarity that benefits both the balance sheet and the family dynamic.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        \"\"<\/figure>

        Joe Weaver<\/h3>

        Chairman & President, Raymond James Trust, N.A.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2:50 - 3:40 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Talent That Lasts: Building Teams for the Next Generation of Growth<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        Attracting and retaining top talent is hard for any business\u2014but family businesses face unique hurdles and hidden advantages. Should you prioritize internal family development or outside professionals? How do you keep rising stars engaged when succession plans are unclear or emotionally charged?<\/p>

        This session brings together family business leaders and advisors to share strategies for building high-performing teams that endure. We\u2019ll discuss how to design career paths that motivate, create cultures that retain, and structure compensation that\u2019s both competitive and sustainable. Whether you\u2019re preparing for generational transition or professionalizing your team for growth, this conversation will offer practical tools and fresh perspective.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t3:40 - 4:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Networking Break<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t4:00 - 5:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Unspoken Tensions: Navigating Conflict at the Heart of the Business<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        From sibling disputes to founder reluctance to misaligned expectations between generations, conflict is part of every family business. And yet, unresolved conflict is one of the biggest silent threats to continuity. This highly interactive session will offer a proven 7-step framework and include role-play exercises to equip leaders with the tools to surface and solve tensions that stall progress. Whether you’re navigating succession, dealing with power imbalances or trying to move past old wounds, you\u2019ll walk away with tools to change the conversation and protect what matters most.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t5:00 - 7:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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        Networking Reception and Dinner<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tThe James Museum<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Enjoy an evening of connection and inspiration at The James Museum, right off the coast in downtown St. Petersburg. Join fellow attendees for a private dinner while surrounded by the history of the American West, and wildlife around the world.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Friday, February 13<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Optional Morning Exercise<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t8:00 - 9:00 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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          Networking Breakfast with Optional Peer Group Discussions <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tRaymond James Headquarters<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:00 - 9:05 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Welcome<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:05 - 9:55 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Economic Signals 2026: What Family-Owned Business Leaders Need to Know<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            With nearly three decades of experience and a sharp eye for connecting macroeconomic forces to real-world business decisions, Larry Adams will unpack what the year ahead could hold for markets, interest rates, inflation and labor trends\u2014and what it all means for companies balancing growth, legacy, and long-term planning. Tailored uniquely to the realities of family-owned businesses, this session will explore how family-owned firms can anticipate inflection points, time key investments and adapt to shifting financial conditions while staying true to their core values. It\u2019s not just an economic update\u2014it\u2019s a strategic briefing for leaders focused on building resilient, enduring businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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            Larry Adam<\/h3>

            Chief Investment Officer, Raymond James\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t9:55 - 10:40 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Reinventing the Legacy: How Family Businesses Stay Relevant in a Changing World<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            Legacy can be a powerful foundation\u2014or a weight that holds you back. For many family-owned companies, sustaining success across generations means learning how to evolve while honoring what came before. This session explores what it really takes to drive innovation and reinvention inside a family business\u2014where emotions, traditions and long-term thinking all shape decision-making.<\/p>

            We\u2019ll hear from a leader who has helped a legacy company embrace change: launching new product lines, entering new markets or reinventing the business model while staying true to core values. Learn how to manage risk in a family business, create space for innovation and make decisions that benefit the next generation without erasing the past. Whether you\u2019re facing disruption or simply want to stay ahead of the curve, this session will offer practical insights on how to build a company that\u2019s built to last\u2014and evolve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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            Sanjay Dholakia<\/h3>

            Senior Vice President, Warburg Pincus; former CMO, Marketo<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t10:40 - 11:00 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Networking Break<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:00 - 11:50 am\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Leading the Legacy: What a Non-Family CEO Can Teach Us About Endurance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            What happens when a 100+ year-old family company turns to its first non-family CEO? For Lodge Manufacturing, the result has been remarkable: doubling growth, a renewed focus on core values and a culture that honors the past while embracing the future.<\/p>

            In this candid conversation with Mike Otterman, CEO of Lodge Manufacturing, we\u2019ll explore what it really takes to lead a legacy business when the legacy isn\u2019t your own. What does it mean to preserve values\u2014but evolve culture? Where is the line between business decisions and family decisions? And how do you earn trust while still challenging old assumptions<\/p>

            Drawing on lessons learned over six years at the helm, Mike will offer practical insights for both family members and non-family executives: how to position a non-family CEO for success, what family leaders can do to create the right guardrails and support, and how to build mutual respect that strengthens\u2014not strains\u2014the legacy. Whether you’re leading from inside the family or outside of it, this session will help you think differently about trust, clarity and long-term performance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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            Mike Otterman<\/h3>

            CEO & President, Lodge Cast Iron\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t11:50 am - 12:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Wrap-Up and Takeaways<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t12:00 pm\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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            Event Concludes<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

            Family-Owned Business Summit AGENDA Wednesday, February 11 12:30 – 5:00 pm Pre-event Add-on Golf Outing Pelican Golf Club Golfers attending the Family Business Summit have the rare opportunity to play at the private Pelican Golf Club. Nestled along the Gulf Coast in Belleair, Florida, the course is known for its immaculate conditioning and classic layout, […]<\/p>\n","protected":false},"author":6667,"featured_media":0,"parent":370005,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"206,208,210,212,214,216","_relevanssi_noindex_reason":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-371007","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nAgenda<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chiefexecutive.net\/family-business-summit\/agenda\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agenda\" \/>\n<meta property=\"og:description\" content=\"Family-Owned Business Summit AGENDA Wednesday, February 11 12:30 – 5:00 pm Pre-event Add-on Golf Outing Pelican Golf Club Golfers attending the Family Business Summit have the rare opportunity to play at the private Pelican Golf Club. 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