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day APRIL 23, 2009 Evening Seminar 6:00-8:00PM
Managing the Soft Side of Succession
FIFPE experts, along with owners of prominent family businesses, will discuss the mechanical and the softer side of issues related to succession planning and its consequences.
FIFPE READING MATERIALS ON SUCCESSION PLANNING
McClure and Ward Family Succession Planning
The Family Business Advisor Newsletter
This Seminar will be held at The Harvard Club of New York City, 27 West 44th Street New York, NY 10036
- Reception: 6:00pm-6:30pm
- Seminar: 6:30pm-7:30pm
- Open Q&A: 7:30pm-7:45pm
- Networking through 8:15pm
Moderator: Kent Rhodes Ed.D.- an associate with the Family Business Consulting Group, Inc.® is an entrepreneur who maintains a successful coaching and consulting practice for a variety of family-owned and privately held enterprises. He is an expert in merger and acquisition integration, particularly as it is applied to ensuring overall acquisition success, boosting profitability, retaining talent, fortifying a strong culture and building and maintaining key relationships. He is experienced in strategic planning with an emphasis in clarification of mission, vision, and cultural influences in organizations and how those factors influence branding and marketing. Extended Biography Can be Found Here
Panelists include:
- Bert W.M. Twaalfhoven- Former President Indivers B.V. Through Indivers he started 54 companies in 11 countries. The Twaalfhoven’s have 8 children, 6 of whom have worked in the company for varying lengths of time. They have held over 25 annual family meetings across the world of 2-day stature, attended by board members, experts, advisors, trust protectors, etc. Bert was also co-founder of the first venture capital company in the Netherlands (Gilde). In 1978 he received the “Koning Willem I” Award from Z.K.H. Prince Bernard. He is Founder and President of the European Foundation for Entrepreneurship Research (EFER). Fordham BS 1952; Harvard Business School MBA 1954. Bert and Maria Twaalfhoven have 8 children, all educated internationally, 3 engineers 5 MBA’s.They have held 25 annual family meetings-2 day events about career, company opportunities and outside opportunities.These family meetings were held across the world wherever a son or daughter operated. The meetings were advised by either; Professors, Family experts, Board members, an Uncle, Financial advisor, or Trust protector; one or two attended each meeting. Six of their children have worked in various functions in the company, some for two years others for 15 years. The companies were sold in three major phases and finally when succession was not on, sold in 2000. Today, six Twaalfhoven children are entrepreneurs globally, some failed and started again, several successful. Extended Biography Can be Found Here
- Jack McCooe, Founder and Chairman of McCooe & Associates, Inc-Management Consultants since 1975. National projects include executive search, management development, and organizational planning. The company expanded its offices to Atlanta and Princeton and is now located in Ridgewood , NJ. Prior to founding McCooe & Associates, Jack was a Human Resources Executive for multi-national corporations, including Bristol-Myers, ITT, and GTE. Jack attained a Fordham BA in 1952, with extensive post-graduate studies at Cornell ,Syracuse ,NYU and a tour of duty in Korea.
- Gary Richard, CEO, P.C. Richard & Son-Gary H. Richard, CEO of P.C. Richard & Son (and President from 1982 to 2004), has worked in every aspect of P.C. Richard & Son, a family-owned and operated retail business selling appliances, electronics and home office products. Gary has continued a constant and steady growth, expanding the Company and broadening the trading area, from 11 showrooms in 1980 to 51 Superstores in 2008 serving the New York/New Jersey Metropolitan Area. Gary is personally involved in all aspects of the business. Gary has been honored by, and plays an active role in, many civic, charitable, and non-profit organizations to enhance the quality of life for the communities he serves. Extended Biography Can be Found Here
- David Hawk, Chairman, Director of R&D, Gertrude Hawk Chocolates- In 1992, David took over as President & CEO from his father, being the 3rd generation to run the family business-- Gertrude Hawk Chocolates is a $90 million annual business with four divisions including Retail, Fundraising, Contract Manufacturing, and Wholesale. Gertrude Hawk Chocolates employs over 1,000 people. David has handed the CEO and President role to Bill Aubrey, formerly of Kraft Foods. Extended Biography Can be Found Here
- Scott Johnson, Partner, Holland & Knight, LLP- Practices in the areas of trusts and estates law. A member of the Private Wealth Services group, he counsels high net worth individuals with respect to their estate plans and related estate-, gift- and generation skipping transfer tax issues. He is experienced in drafting a wide range of instruments and also litigates. Extended Biography Can be Found Here