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2019 Annual Family Business Day: Principles and Tools for Growth, Success and Survival

New York City Family Enterprise Center

Thursday, November 21, 2019 from 8:30 AM to 6:00 PM (EST)

2019 Annual Family Business Day: Principles and Tools...

Ticket Information

Ticket Type Price    
Individual - Includes one additional family member or one family member from another family business
Sales End Nov 15, 2019
from Free
Full price
$199.00 +$0.00 Fee
Additional Family Members
Free  
NYCFEC MEMBER HOLDING PASSPORTS and up to two family members or two from another family business
Sales End Nov 20, 2019
from Free
Full price
Free  

Share 2019 Annual Family Business Day: Principles and Tools for Growth, Success and Survival

Event Details

Fundamental Principles and Tools for Growth, Success, and Survival

Bring Up to Two Other Family Members for Free*


NYCFEC has an outstanding, highly impactful day for NYC area family members, who are board members, management, shareholders, spouses/partners, trustees, or next-generation members of family businesses. Our expert faculty will lead rich sessions around essential topics, providing the latest practical principles and approaches. NYCFEC's Family Business Day is a safe, neutral, private place to share with other family members without any commercial influence, solicitation, or sponsors. The following sessions, along with lunch and networking breaks, include:

 

  • Family business innovation
  • Improving communication skills
  • How to conduct effective family meetings
  • Developing your life’s vision – Where are you going, what are your dreams?
  • Family entrepreneurship and family banks
  • Protecting your business upon death, divorce or separation
  • Family business wisdom 


The networking reception is from 5 - 6:00 pm.


Outstanding faculty for the day includes: 

 

Barry Calpino

 

Barry Calpino is a highly accomplished innovation leader who has worked at three major family businesses: Mars, SC Johnson, and Wrigleys were gained firsthand experience about the advantages family business have. Barry has a strong track record of in-market innovation successes across numerous categories and brands, including as Vice President of Breakthrough Innovation at Kraft Foods Group. He has over 20 years of experience, most of it working on innovation and new products at all phases of development in the CPG industry. Barry currently leads Calpino Innovation, an independent consulting firm that helps companies tackle their innovation challenges and develop big growth platforms. He has also recently been an Adjunct Professor of Marketing at Kellogg-Northwestern teaching innovation.


Before that, he led Innovation at Conagra and was head of Global Category Innovation for Gum, Candy, and Biscuits for Mondelez, where he led the development of a new snacking brand and several big global innovations. From 2009 until 2015, Barry was the overall lead for Innovation at the new Kraft Food Group (spun-off in October 2012), and he was the leader of the company’s turnaround of Innovation from “Worst to First” via an Innovation Playbook (“Fewer/Bigger/Better”). The company’s innovation rate more than doubled in the past 3 years (from 6.5% to 14%), with 9 new $100MM platforms and 9 Nielsen Breakthrough Innovation Awards (Oscar Mayer Selects, Mio, Velveeta Skillets, Gevalia, Lunchables Uploaded, KCups, Belvita, P3 and McCafe), awarded to innovations representing less than 1% of all new products launched. Kraft’s innovation has also won the Edison Award (Mio) and Innovator of the Year from Walmart.

 

Prior to joining Kraft, Barry was in marketing and innovation leadership roles at several top CPG companies, including S.C. Johnson – “A Family Company” (where he led the launch of Ziploc Containers), Kellogg’s (where he led the launch of the Special K Protein line), and Wrigley’s (where he led the launch of Extra Dessert Delights). At Wrigley, Barry led Global Innovation and all Gum and Candy innovation for North America before coming to Kraft. He has also served in company New Ventures roles at SC Johnson, Kellogg’s, and Wrigley’s.

Barry has an undergraduate degree in Marketing from Marquette and his MBA from Kellogg-Northwestern. He has served on the American Marketing Association board.

 


Don Opatrny, LMFT

 

Don Opatrny has successfully facilitated hundreds of family meetings over the past ten years, ranging from large multi-generation destination retreats to purposeful sibling dinner meetings to intimate guided discussions on difficult topics to fun-filled learning adventures mixing multiple family branches. Don ‘s work spans a broad spectrum of families—from the top of the Forbes 400 list to mom and pop shops and from first-generation entrepreneurs to a seventh-generation massive group of family shareholders.

 

Don founded the Lovins Group with Alan Lovins in 2008 and continues today as Owner and President. Don’s unique approach to family business consulting blends his own first-hand family business experience with useful techniques gathered in years of practice as a Licensed Marriage and Family Therapist. He has a passion for finding what works in the context of each family's unique circumstances. He is committed to co-discovering the steps clients can take to get "unstuck" and to bring them closer to realizing their visions of success.

 

Don’s intention is to inspire, support, challenge, and empower business-owning families to take their own action steps and to have meaningful discussions with one another on the topics that matter most to them. Don works closely with clients to create customized consulting processes that allow them to meet current objectives in both their family and business. In the process, clients develop the life-long relationship skills they need to manage effectively after the engagement is complete. Don considers calls from clients sharing their excitement of having created their own solutions to new challenges as the touchstone of a good consultancy.


Edward Rogoff, PhD 

 

Edward G. Rogoff is a Professor and former Dean of the LIU Brooklyn School of Business, Public Administration and Information Sciences. Prior to that, he was the Lawrence N. Field Professor of Entrepreneurship in the Department of Management of the Zicklin School of Business at Baruch College, The City University of New York. He was also Chair of the Department of Management. He received a B.A., M.B.A., M.A., and Ph.D. from Columbia University, where he wrote his thesis under the supervision of Nobel Laureate William Vickrey.

 

Dr. Rogoff has served as the Academic Director of the Lawrence N. Field Center for Entrepreneurship at Baruch College, teaches, and conducts research in entrepreneurship, particularly relative to minority and later-life issues. Dr. Rogoff was named the 2010 Outstanding Entrepreneurship Educator of the Year by the United States Association of Small Business and Entrepreneurship.

 

He is the author of Bankable Business Plans and co-author of The Entrepreneurial Conversation. His most recent book is The Second Chance Revolution: Working for Yourself after 50, co-authored with David Carroll. He has published in such journals as The Journal of Business and Entrepreneurship, The Journal of Developmental Entrepreneurship, Family Business Review, and Journal of Small Business Management. Dr. Rogoff has been the Guest Co-Editor of the Journal of Business Venturing and the Journal of Developmental Entrepreneurship and is currently on the Editorial Board of the Entrepreneurship Research Journal. He initiated and supervised the largest study of minority entrepreneurs in the United States, the National Minority Business Owners Survey. Since 2007, he has led a research partnership with Babson College under which Baruch and Babson constitute the U.S. team of the Global Entrepreneurship Monitor, the largest, longest continuing, and most respected international study of entrepreneurship in the world.

 

Professor Rogoff has written articles for the New York Times, Forbes, and Newsday, as well as having been a guest on CNN. Prior to joining the faculty at Baruch College, he was an entrepreneur in the radio broadcasting industry, where he headed two companies that operated 23 radio stations throughout the United States. He serves on the Boards of the Global Center for Social Entrepreneurship and the New York City Family Enterprise Center. He was the President of the Hemophilia Association of New York for more than 20 years, continues to serve on its Board and the Boards of the Hemophilia Services Consortium and LiveOnNY, the New York organ donor network.  

 

Jacqueline Newman, Esq.


Jacqueline Newman joined Berkman Bottger Newman & Schein LLP in 1998 and is now the managing partner of the firm. Ms. Newman’s practice consists of litigation, collaborative law, and mediation. She specializes in complex high net worth matrimonial cases and in negotiating prenuptial agreements, especially for owners of family businesses. Ms. Newman has taught the Collaborative Family Law class for The NY Association of Collaborative Professionals and the Center for Mediation in Law, as well as the Introduction of Matrimonial Law for Collaborative Divorce Professionals for the New York State Unified Court System. At Fordham University School of Law, she taught Family Law Practice with Barry Berkman. Ms. Newman is also a Lexis Nexis Practice Adviser and has drafted practice guides for matrimonial law. 


Ms. Newman has frequently been featured as an expert commentator on television and radio (NBC News, ABC News, CBS News, Fox Business) and in numerous publications (The New York Times, Time, USA Today, Woman’s Day, Glamour Magazine, the New York Post, Reuters, and The Huffington Post). Simon & Schuster will publish ms. Newman's book The New Rules of Divorce in 2020. These activities and her reputation for ethical standards and professional ability among her fellow lawyers have earned her the highest rating, AV Preeminent Peer Review Rated by Martindale Hubbell. 


Ms. Newman has been honored to be selected for inclusion in Thompson Reuters New York-Metro Super Lawyers Top 50 Women Attorneys since 2013 and was included in editions of New York City’s Best Lawyers since 2016.

 

Naomi Diamant, PhD


Clinical Assistant Professor of Management Communications, Academic Director, EMBA Programs, and Assistant Dean NYU Stern Executive Programs


Naomi Diamant joined New York University Stern School of Business in January 2012 as Deputy Dean for TRIUM, Assistant Dean of NYU Stern Global Degree Programs and Clinical Assistant Professor of Management Communications. She oversees academic planning and delivery for NYU Stern's global programs and teaches courses in business communication. Prior to joining Stern, Professor Diamant served as Assistant Vice Provost for Academic Initiatives at New York University.

 

Professor Diamant received her B.A. in English from the University of Cape Town, South Africa; her M.A. in English from the Hebrew University of Jerusalem in Israel; and her Ph.D. in English and Comparative Literature from Columbia University.

 

Susan Schoenfeld, JD, LL.M. (Taxation), CPA, MBA


Susan R. Schoenfeld is CEO and founder of Wealth Legacy Advisors LLC and serves as a thought partner to families of wealth through personal attention and the human spirit. She is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy, and managing fiduciary risk. Based in New York City, she is a “recovering” attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.


After practicing law in both Tax and Trusts & Estates, Susan was Fiduciary Counsel at Bessemer Trust for over 14 years, then served as Family Ambassador for a private single-family office, before launching her consulting practice to ultra-high net worth families and family offices. Susan was awarded ‘Best Thought Leadership – Individual’ at the Family Wealth Report Awards 2018, and regularly writes thought pieces in the family office space. She is on the national speaking circuit on family office and fiduciary matters at conferences across the country from Newport, RI to Napa, CA, Chicago to Washington DC, Las Vegas, and of course, her hometown of NYC. 

 

Susan chairs the New York Family Business Study Group, is a member of NYC Family Enterprise Center’s Professional Advisory Board, AFHE (Attorneys for Family-Held Enterprises), Family Firm Institute (FFI), American Bar Association.


In addition to her CPA, Susan was awarded an LL.M. (in Taxation) from NYU School of Law, a J.D. from Pace University School of Law, and BBA (summa cum laude) and MBA (with distinction) degrees in Accounting from Pace University. With four academic degrees and two professional licenses, she brings a rare ability to translate complex concepts into easy-to-digest actionable takeaways.


Warner King Babcock


Prior to co-founding NYCFEC, Mr. Babcock founded and led Advanced Materials Partners "AMP Corporate Strategy and Development," which specialized in helping leading family businesses (i.e., SC Johnson – “A Family Company”) and other major companies (i.e., Alcoa, Edwards Lifesciences). AMP developed and implemented major long-term new visions, comprehensive growth strategies, as well as creating and identifying new categories, products, and technologies, while also helping with key building block transactions for over twenty years. Beginning in 1992, Mr. Babcock simultaneously began advising next-generation family members and family offices on their personal vision, strategy, implementation, and transactions for private direct investments that met their own personal interests and objectives. Mr. Babcock merged these two firms in 2011, forming AM Private Enterprises, Inc., that focused on new forward-thinking initiatives to assist the entire family enterprise and their families, including NYCFEC.

 

Mr. Babcock is a Family Firm Institute Fellow and has also been a family council member, family business CEO, board member, and a trustee of family trusts controlling family businesses, investments, and special needs trust.

 

Earlier in his career, he founded and built a manufacturing company based on his patented inventions, which was financed and held by family trusts. Beginning in 2010 as an adjunct faculty member, he taught undergraduate full semester courses on family business management and full semester MBA courses on boards, governance and leadership, which he created at Baruch College, CUNY in NYC. He has published in Accounting Today, Family Business Magazine, Trusts & Estates, and other leading publications. He has spoken and written on many special topics, including Family Entrepreneurship and Family Banks, and has been featured in the New York Times. He holds an MBA degree from Emory University and a degree in Chemistry from the University of North Carolina. 


Register now as space is limited!

 

No advisors, consultants or solicitation are permitted.


 * NYCFEC Members holding a passport attend free, and they may bring up to two other family members or two members from another family business as a guest for free. Non-members cost is $199, and non-members may bring one family member or a member of another family business as a guest for free. All attendees must register.

 

Join our community and one of NYCFEC's Special Interest Groups, starting at only $300 per year. Click here to learn about more benefits and to join our community today.

 

We have planned a robust calendar for the remainder of the year to build a long-term sustainable business and healthy family relationships. Click here or send an email to info@nycfec.org, and we will send you more information.

 

Have questions about 2019 Annual Family Business Day: Principles and Tools for Growth, Success and Survival ? Contact New York City Family Enterprise Center

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When & Where


Private Location
Manhattan
New York, NY 10165

Thursday, November 21, 2019 from 8:30 AM to 6:00 PM (EST)


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Organizer

New York City Family Enterprise Center

New York Center Family Enterprise Center, Inc. is a non-profit membership organization dedicated to educating and inspiring New York City family enterprises and their families to build long-term, sustainable enterprises and healthy family relationships.

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