SEFOF 2023 Schedule
Thursday, September 28, 2023
Breakfast Buffet
7:15 AM to 8:15 AM
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Opening Remarks
8:15 AM to 8:30 AM
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Keynote Address - Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others. Speaker: Coventry Edwards-Pitt
8:30 AM to 10:00 AM
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Break
10:00 AM to 10:30 AM
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Concurrent Tracks
Family Office - A Practical Path to Security Resilience in the Modern World. Panel: Peggy Puetz, Tony Gebely, & Rich Douglas.
Family Business - Forging a Multi-generational Coalition to Envision the Future of the Family Business. Panel: Rob Lachenauer, Liz Tauck Walters & Edouard Thijssen. Moderator: Kiki Mahar.
Family Connection & Legacy - Pass the Torch! Navigating Generational Transition. Panel: Melissa Osborn, Minor Alexander, Tom Rogerson .
Next Gen - Disciplined disruption: Hear how Next Gen Family Leaders are Guiding Their Businesses in Uncharted Waters and Navigating Sometimes Challenging Transitions Between Ingrained Practices and New Ways of Working. Panel: Langdon Evans, Graham Peck, Claire Moon, & Robert Bunting Jr.
Women & Wealth - Putting Your Best Foot Forward: A Personalized, Practical Approach to Overcoming Imposter Syndrome and Leading Authentically. Panel: Michelle Langdon & Ella Chase.
10:30 am to 12:00 PM
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Lunch Plenary Panel - Getting to 100 Years - Lessons Learned from a Century-Old Family Office. Speakers: Rick Pitcairn, Leslie Voth, and Amy Hart Clyne
12:00 PM to 1:30 PM
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Optional Lunch Breakout: Faith & Family - Embracing a Spiritual Legacy of Perspective and Purpose. Panel: Dr. David and Terri Sumlin
12:15 PM to 1:30 PM
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Keynote Address - Evolve Beyond Family Governance to Find Your North Star. Speaker: Thomasina H. Williams
1:45 PM to 2:45 PM
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Break
2:45 PM to 3:00 PM
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Concurrent Tracks
Family Office - How a Private Trust Company Can Set and Maintain the Compass for Future Generations. Panel: Robin Satyshur, Bryan Phillips, Kim Kusilek, & Donny Thoresen
Family Business - Navigating transformational change in the family business. Workshop: Gardner Peck, Amy Renkert-Thomas, and Jill Barber
Family Connection & Legacy - How to Be A G1 in Your Own Life! Panel: Ella Chase, Sophia Pacifico Griffini, Danny Caruso, & Claiborne Haw
Women & Wealth - Recasting the Narrative: Forging a Strong Union and Mapping a Couple-Defined Life Amid the Backdrop of Inherited Wealth. Panel: Coventry Edwards-Pitt
Next Gen - Uncovering Next Gen Voices: Territory Mapping as a Process for Family Communication and Visioning. Panel: Anthony Willoughby, Polina Crotty & Meredith Straight
3:00 PM TO 4:30PM
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Cocktail Reception
5:00 PM to 6:00 PM
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Find Your Bus for Partner Dinner
6:00 PM
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Busses Depart
6:30 PM
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Partner Hosted Dinners
7:00 PM to 9:00 PM
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