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.
Kiki is a third generation owner of Tauck, Inc, her family’s 94 year old travel company, based in Wilton, Connecticut. In that role she has helped develop and oversee the company’s Board of Directors, has established multiple family and company policies related to family ownership, including Growth and Investment Policies, a Family Employment Policy, the owner’s Shareholder Agreement as well as developing a system for accountability and decision making across multiple stake holders within their family system. In addition, she and her family have built a multi-generational governance structure to effectively support the family’s growing enterprise activities.
Kiki serves as President of the Tauck Family Foundation whose mission it is to support the development of social and emotional skills of the children in Bridgeport, Ct so that they can reach their full potential in school and life. She thoroughly enjoys this work as well as volunteering her time with many other organizations in her community.
Kiki is a graduate of St Lawrence University and recently completed the Kellogg School of Management Executive Program: Governing Family Enterprises. She resides in Rochester, NY with her husband, Dan, and their five children.
Tina Lovejoy is the Director of Entrusted Planning. Tina draws from her background in writing, teaching, and opera to facilitate sessions with high capacity families and family businesses to unearth their core values through a language-centric lens. She helps clients clarify their culture and purpose, then integrate their themes into their estate planning and business succession planning. Tina also works on the training and licensing side of Entrusted Planning creating training content drawn from her ongoing client work and readying advisors and firms to integrate the Entrusted Planning process into their own business framework. She was recently a panelist at The Family Meridian Advocate Summit as well as The Journey of Successful Wealth Transfer with Purposeful Planning Institute.
Kelly Lewis, PCC
Kelly Lewis, PCC, is Principal of Lewis Leadership Group, a leadership development and coaching firm committed to helping organizations and individuals uncover their power and joy. Kelly leverages her in-depth knowledge of Polarities and Paradox coupled with her fifteen years as a Fortune 500 executive to help her clients navigate the complexity, ambiguity, and rapid change inherent in leadership. Kelly’s clients by expanding their perspective and increasing their capacity for courageous action. Kelly is honored to serve on Georgetown’s Institute for Transformational Leadership faculty and as the Co-Director of the Navigating Polarities Executive Certificate. She is a contributing author to On Becoming a Leadership Coach (2008) and author of Navigating Polarities: An Introduction to Transforming Complex Tensions, due out this fall. Kelly lives in Richmond, Virginia, with her husband and two pups.