10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)
Zoom Invitation Will Be Shared the Day Before the Event
Family owned companies, regardless of their age, must consistently adapt the methods used to bring shareholder voice – needs, wants and desires – to the company board in a way that it is both useful to the board in its decision making and reflective of the majority opinion of the shareholders. In this session we explore this topic from the perspective of both the shareholders and the board chair through the lens of two 7th generation family businesses that continue to adapt and steward this capability.
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Former CEO and Board Member, Ensign Bickford
Caleb E. White, Principal, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high impact leader in both privately-held and large public companies, at different stages of development and across multiple industries. This includes leading his family business, Ensign-Bickford Industries, Inc. Caleb brings both personal and professional insight to leadership and governance dilemmas facing clients.
As a member of Family and Owner-led Business Practice, Caleb’s work is driven by an ability to create strategic value: identifying investment/ acquisition opportunities, strong P&L acumen, and dedication to building a culture of operational excellence. From his experience in his family’s business, he is also particularly attuned to high stakes shareholder issues and complex multi-generational family business dynamics.
Prior to joining CFAR, Caleb was President and CEO of Ensign-Bickford, a privately held portfolio of diversified manufacturing companies, where he furthered expansion and spearheaded nearly ten acquisitions helping transform the portfolio into new areas. He is now a member of its Board of Directors. Caleb also serves as a Director of Axiam Inc., Brokers International and the Lee Company, and has been a member of numerous not-for-profit boards throughout his career, including St. Mark’s School of Southboro, MA and the Eugene O’Neill Theater Center, which was founded by his father.
Caleb received his MBA from Northwestern University/Kellogg Graduate School of Management, and his BA in East Asian Studies from Yale University.
Chevy Chase Land Company’s Family Council
Sarah Farr is Chair of the Chevy Chase Land Company’s Family Council and has served in various leadership positions on the Family Council since its inception ten years ago. The Chevy Chase Land Company is a seventh-generation family business specializing in real estate development just outside of Washington, DC. The Family Council is tasked with bridging communication between three generations of shareholders, the Board of Directors, and the Senior Management Team. Sarah is also a freelance writer and editor and the Founder and Director of Death Positive DC, the first organized death positive group in the Washington, DC area.
Todd Smith is a seasoned consultant who has worked with family and owner-led business for over two decades in the areas of governance, education, strategy, and communication improvement. With a large and diverse client list spanning numerous industries, Todd brings deep experience in strategy, process improvement, and organizational alignment to his client engagements.
Todd’s unique perspective has been honed over hundreds of engagements with large and mid-sized family enterprises. In addition to working as a family business consultant, Todd served as EVP of Strategy & Governance within a complex multi-generational family office. He understands the complexity of working with numerous advisors from various industries, having coordinated such groups through large company sales, real estate management changes, trust company restructuring, and a variety of related projects.
He is a skilled facilitator, able to adapt quickly to a variety of business and interpersonal challenges as they arise. He enjoys assisting families in successfully managing the competing demands of running a thriving business enterprise while maintaining family cohesion and ensuring longevity.
Prior to focusing on family businesses exclusively, Todd spent many years consulting with Fortune 100 companies in the areas of strategy and process. His desire to provide a more meaningful impact within his clients led him to take a role managing the consulting practices for Eide Bailly LLP for many years, during which time he served a diverse and successful group of family business clients.
Todd has a Bachelor of Arts in Political Science and Government from Minnesota State University, Moorhead.