Events


Chicago | Psychology of a Private Company Board: Family Owned Businesses

Tuesday, June 11, 2019
08:00 AM - 10:00 AM CST
Sugar Felsenthal Grais & Helsinger LLP
30 N. LaSalle Street, Suite 2650
Chicago, IL 60602

Please note that the Suite information regarding the location will be given prior to each program. 

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SERIES OVERVIEW | Psychology of a Private Company Board

Many, if not most, issues faced by one Board of Directors are encountered by every Board of Directors regardless of industry or ownership structure. For example, every Board of Directors must provide an appropriate level of instruction and supervision to management. Likewise, every Board of Directors must provide long-term guidance as to vision and direction. At the end of the day, however, a Board of Directors, under normal circumstances, owes its fiduciary duties to one constituency: the Company’s shareholders. Consequently, in real life- if not in theory- the question of “who” ownership is matters greatly. The educational series, “The Psychology of a Private Company Board”, explores the inherent influence that each of three common ownership structures have on the way the Board of Directors conducts itself.

Program 1 | Family Owned Businesses
June 11, 2019 at 8:00 am

Program 2 | Fund (and Fund like) Owned Businesses
July 9, 2019 at 8:00 am

Program 3 | ESOP and Other Employee Owned Business
August 13, 2019 at 8:00 am

THANK YOU TO OUR SPONSORS!

SFGH Financial_Poise

PROGRAM 1 | FAMILY OWNED BUSINESSES 

Panelists

Daeda

Kristi Daeda
Vice President
The Family Business Consulting Group

Vice President of The Family Business Consulting Group, Kristi leads a variety of practice areas for the Family Business Consulting Group including the firm’s governance and board search practice, family business education, support for publications such as The Family Business Advisor and the firm’s collection of family business books, strategic partnerships, and branding and communications efforts. She also moderates FBCG’s popular series of webinar discussions on family business topics.

Immediately previous to joining FBCG, Kristi led sales, purchasing, marketing and IT for a family owned e-commerce retail company. She also spent five years as founder and president of a consultancy focused on helping professionals effectively market themselves, either as consultants/service providers or in job search for executive roles.

She holds a bachelor’s degree in business administration from Roosevelt University and a master’s degree in learning and organizational change at Northwestern University.

Golden

Gail Golden
Principal
Gail Golden Consulting, LLC

Gail Golden, MBA, Ph.D., is the Principal of Gail Golden Consulting, LLC. As a psychologist and consultant for over twenty years, she helps businesses build better leaders and create dynamic working environments. Her experience as an entrepreneur, business owner, and consultant to senior business leaders and Boards of Directors informs her approach to leadership development and organizational change. Gail is a frequent public speaker and media commentator, quoted in Fast Company, Forbes, The Wall Street Journal, and The Chicago Tribune, among others. She has a special interest in the leadership challenges and opportunities facing family-owned businesses.

Kessler

Dennis Kessler
Founder & President
Midwest Family Business Advisors

Dennis Kessler is the Founder and President of Midwest Family Business Advisors which consults with family business owners, family members, and their advisors to assist them with succession planning, conflict resolution, family meetings, strategic planning, family offices and creating independent Boards of Directors. Dennis has served on eight Public and Private Company boards including two current boards and draws from his personal experience as the former Co-President of Fel-Pro, Inc., a fifth generation business that was in his family for 80 years. Dennis is well versed in the issues facing family businesses: Fel-Pro had 35 members of the family as stockholders and actively employed nine family members in the business. He helped ensure smooth transitions between generations and was an integral part of an exceptional culture at Fel-Pro, which was recognized with a fourth-place ranking on Fortune magazine’s list of best companies to work for.

Dennis has a Master’s Degree in Engineering Administration from Washington University in St. Louis. He has lectured on family business issues at some of the most prestigious universities in the country, including Wharton, the University of Chicago, Northwestern, and Washington University, as well as the Loyola Family Business Center and the Young Presidents Organization.

Moderator

Waitzman

Jeremy Waitzman
Partner
Sugar Felsenthal Grais & Helsinger LLP

Jeremy Waitzman advises clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses, and entrepreneurs. Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, and general contract law. He represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.

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