Amelia Renkert-Thomas is the founder of Renkert Thomas Consulting LLC, the author of Engaged Ownership: A Guide for Owners of Family Businesses (Wiley, 2015), and a Professor of the Practice of Family Business at the University of North Carolina Kenan-Flagler Business School.
Renkert Thomas Consulting LLC works with family enterprise owners on issues related to strategy, ownership, and governance. Amelia brings technical expertise, multi-disciplinary training, and extensive experience to governance design; business operations and strategy; law; and family systems and organizational development.
A tax, trusts and estates attorney by training, Amelia co-founded Withers Consulting Group LLC in 2013, and prior to opening her consulting practice, was a Partner at the international law firm Withers Bergman LLP, where she co-chaired the firm’s Family Office Group.
Amelia comes from multi-generational businesses on both sides of her family. Amelia succeeded her father and served as President of Ironrock, Inc.—a fifth-generation family-owned and managed producer of ceramic tile and thin brick located in Canton, Ohio—from 1990 to 2002. She remains closely involved with Ironrock as a director and officer. Her maternal grandfather founded Fisher-Price Toys.
Amelia lives in Rougemont, NC. She received her B.A. from Yale College, her J.D. from Harvard Law School, and her LL.M in Taxation from the Case Western Reserve University School of Law. Amelia is a member and former director of Attorneys for Family Held Enterprises (afhe).
James Roberts, after a successful career in technology sales, began coaching sales leaders to help them realize greater success, both in their personal and professional life. He helped form an organization to assist non-profit leadership teams in the areas of performance and governance and, with his leadership team, developed material that has been utilized by leadership teams worldwide. It was at that time he met the authors of the Style of Influence® (“SOI”) assessment and began utilizing it in his consulting engagements. Since 2010, James has been the CEO of iDynamx, LLC, where he has worked with companies, educational institutions and non-profit organizations, guiding them to have best conversations so they achieve maximum results.
David R. York, Esq., CPA
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum and the Million Dollar Roundtable.
He is the co-author of two books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon. He also created the game Experience RivetsTM, which helps individuals, families and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery. He enjoys biking, skiing, softball, writing and photography.