Family Business Forum
Presented by WMC Foundation
Building a Future for Your Family Business
Join the WMC Foundation for the inaugural Family Business Forum. This invitation-only
retreat is an opportunity for middle market and upper middle market family business owners and executives to convene, benchmark and share best practices on timely topics such as: governance, succession planning, family office, family meetings, philanthropy, geopolitics and economic outlook. Registration is limited to 85 executives from across the state.
EVENT AGENDA
2025 Program
Program subject to change
WEDNESDAY
Session Sponsored By
1:00PM
Registration
1:30PM
Welcome & Opening Remarks
1:45PM
Family Dynamics: the Key to Building an Enduring Family Business Legacy
Josh Gentine
Founder, Bench Consulting
2:45PM
Break
3:00PM
Family Business Executive Fireside Chat
Louie Gentine
CEO, Sargento
4:00PM
Philanthropy Best Practices
Gabe Conger
President, Bradley Impact Fund
Dan Stier
President & Chief Investment Officer, Operose Advisors
5:00PM
Hotel Check-In
6:00PM
Cocktail Hour
7:00PM
Dinner: Geopolitics & Risk in an Uncertain World
Derek Chollet
Managing Director, JPMorgan Chase
8:00PM
Reception
Program subject to change
THURSDAY
Session Sponsored By
7:00AM
Breakfast
8:00AM
Speaker Panel Exec Case Study
Patrick Flesch
President & CEO, Gordon Flesch Co. Inc.
Jane Blain Gilbertson
Executive Chair/Owner, Blain's Supply/Blain's Farm & Fleet
Katie Poehling Seymour
President & CEO, First Supply
9:00AM
Large Group Discussion
Josh Gentine
Founder, Bench Consulting
Wade Goodsell
COO, WMC; President, WMC Foundation
10:15AM
Closing Remarks
10:30AM
Adjourn
Future Wisconsin Summit 2022
Pricing
*Early Bird Pricing Ends November 19th
Individual Registration- Early Bird Rate: $125.00
Table of 8 People Registration- Early Bird Rate: $950.00
Cancellation & Substitution Policy:
Cancellations must be submitted in writing 7 business days prior to the event date for a full refund. Cancellation received less than 7 business days of the event date will receive a 50% refund. Cancellations received with less than a 24-hour notice will forfeit refund. No refunds will be made on uncancelled registrations or no-shows. Substitutions are accepted at any time. We reserve the right to cancel an event due to low enrollment, or other circumstances which would make the event nonviable. If we cancel an event, registrants will be given a full refund. Please contact us if you have any questions about the event at 608-258-3400.
WISCONSIN FAMILY BUSINESS FORUM
Founding Partners
HOST SPONSORS
REGISTRATION SPONSOR
Special thanks to our WMC Foundation Sponsors for their commitment to our events and programs throughout the year!