BREAKING NEWS

 

Pierre duPont to be a Speaker at Family Business Symposium on 9.24.19

We are very pleased to announce that Pierre duPont has offered to host a "Fireside Chat"

as part of the program; joining current speakers Cathy Carroll, Jeff Savlov and Michael Palumbos.

Pierre's offered this description of his presentation and discussion with attendees

A "Fireside Chat" with Pierre duPont

As a descendant of the founder of one of the Dow Jones original twelve and its longest-lived company, and as a part-owner of a large family-held retail chain, Pierre has experienced the opportunities and obstacles of family business ownership, both current and those that develop across generations. Join him as he leads a group discussion in which he will comment on the following three topics:

- Considerations for if and how to pass the family business to the next generation

- What you may want to do versus what you can do for your descendants

- Family communications and governance: how you can help family harmony in the future

For complete details and registration visit the website https://www.unyfamilybusiness.com

Questions? Contact us 585-586-6906 or familybusiness@riversorg.com
To Book Hotel Room
RIT Inn and Conference Center
5257 West Henrietta Rd.
Henrietta, NY 14467 

For overnight accommodations at the RIT Inn and Conference Center call 585-334-1800. Booking code: Family Owned Business Symposium or register online 
https://www.rit.edu/ritinn/ use code
190924RIVE
 

When

Tuesday, September 24, 2019 from 9:00 AM to 5:00 PM EDT
Add to Calendar 

Where

RIT Inn & Conference Center 
5257 W Henrietta Rd
Henrietta, NY 14586  

 
Driving Directions 

Contact

Theresa Parker Duane 
The Rivers Organization 
585-586-6906 
 
 
Upstate NY Family Business Day Symposium

For Family Business Owners and Advisors        

Whether you are a Family owned business or their
Advisor you should attend this Symposium.
Why? 

Because according to the Peak Family Business Survey...
Even though nearly 70% of family businesses would like to pass their business on to the next generation, only 30% will actually be successful at transitioning to the next generation.

And according to the Family Business Alliance...
Only 12% will still be viable into the third generation, with only 3% of all family businesses operating at the fourth-generation level and beyond.

This full-day event features national speakers discussing major issues affecting family owned businesses. 

Pierre duPont  

Pierre is a semi-retired entrepreneur, private investor, mentor and an advisor for business owners large and small. With his partners at Cerity Partners, he is also a wealth-strategy counsellor for individuals, tech entrepreneurs and business-owners.

For five years before that, Pierre was at Two Sigma Investments, where he invested personal capital in private deals in the US, Mainland China and Israel. Through the 90s and early 00s, Pierre was an entrepreneur, co-founding five software companies resulting in 1.5 IPOs, one acquisition and some spectacular failures. Pierre has been a direct investor into businesses in China and the US, and has worked with individuals, families, and companies in both countries.

Throughout his life, Pierre has experienced the residual issues and benefits from family ownership of one of the original twelve (and longest-lived) companies in the DJIA, and the challenges and opportunities of family ownership today of one of the twenty largest private companies in America.

After receiving his BScE from Princeton in 1982, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis. Today his entrepreneurial efforts are focused on building his family-office along with his business-owner advisory practice at Cerity Partners, and on supporting the various tech and non-tech companies he advises or on whose boards he sits.

JEFF SAVLOV, FOUNDER
BLUM & SAVLOV, LLP

Don't miss Jeff's presentation "What  your family business can learn from the rock band Metallica"

Jeff consults to business families, legacy wealth families and the advisors who serve them. He brings more than 30 years of unique experience in sales and marketing, business ownership, entrepreneurial endeavors and family dynamics/psychological training, along with a common-sense style to his consulting work with families.

Having participated in his family's commercial printing business in New York City, Jeff understands firsthand the challenges of balancing the interplay between family and business and the devastation that can befall an otherwise healthy business when this balance is not proactively managed. Jeff is also the founder of the Princeton Family Business Consultants Group - an interdisciplinary group of professionals serving enterprising families across the U.S.
Cathy Carroll  Cathy Carroll  
Legacy Onward, Inc. 

Cathy is founder and President of Legacy Onward, Inc., a leadership coaching firm helping family business leaders thrive.

After growing up around her grandfather's business, Cathy pursued a 20-year corporate career as an actuary at Hewitt Associates and a corporate executive at Sabre Inc., and United Airlines before leaving to run her father's business. As President & COO of Pro Equine Group, she was responsible for five companies that manufacture and distribute equipment serving the team roping market.

After turning the company around, Cathy left to start Legacy Onward, bringing leadership and executive coaching services to family businesses.

Cathy earned a leadership coaching certificate at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College. She is also a Professional Certified Coach (PCC) in the International Coaching Federation and is certified in Hogan Assessments and The Leadership Circle 360.

Cathy serves on the Board of three family businesses in the U.S. An active member of the community, Cathy serves as Treasurer of the Georgetown ITL Network and is a founding board member of A Leg To Stand On which provides prosthetic limbs to children in developing countries. Cathy lives in San Antonio, TX with her husband, stepson and puppy.

Michael has worked with family businesses for almost 20 years in the practice started by his father, Marty, in 1973.

He has been a speaker on topics ranging from Business Succession and Family Philanthropy to Personal Development within the Family Business. He has spoken for various Upstate NY Associations including the Society of Financial Service Professionals in Rochester and the Western New York Planned Giving Consortium. He was also a speaker at the Family Office Leadership Summit in the United Kingdom and at Purposeful Planning Institute's Annual Rendezvous in Denver.

Michael serves on the Board of Directors at Wayne Cooperative Insurance Company, a member of the Society of Financial Service Professionals, the National Federation of Independent Businesses, the National Association of Insurance and Financial Advisors and the Estate Planning Council of Rochester.