Chicago Roundtable

Good Governance and the Multi-Gen Family Office

The Smith Family Business Initiative will be hosting this Family Business Roundtable, in collaboration with the Loyola Family Business Center, in Chicago, Illinois, on June 10, 2019. The roundtable discussion will bring together leading scholars, family business leaders and practitioners for an in-depth discussion on the practice and evolution of governance in a family and business.

If you are interested in attending or supporting, please contact Dann Van Der Vliet at or 607-255-2881.

Dress Business Casual
Breakfast, lunch, and refreshments will be provided.

Monday, June 10, 2019 – Beane Hall at Lewis Towers, Loyola University Chicago
8:00 am – 8:45 am Registration, networking, breakfast
8:45 am – 9:00 am Welcome remarks, introductions, opening comments,
9:00 am – 10:15 am Session I – Evolving Intergenerational Governance in your Family: As the Business Grows…So Does the Family

Facilitator: Ellie Frey Zagel, Succession Transitions

10:15 am – 10:30 pm Networking Break
10:30 am – 11:45 pm Session II – Balance and Control: Who is Serving Whom?

Facilitator: Bruce Werner, Kona Advisors

11:45 am – 1:00 pm Lunch
1:00 pm – 2:15 pm Session III – From Governance to Family Office: Keeping Up with the Demands of Family and Business

Facilitator: Amy Lynch, K & S LLC

2:15 pm – 2:30 pm Networking Break
2:30 pm – 3:45 pm Session IV – Family Forward: The Family Office and the New Generation of Wealth Stewards

Facilitator: Patrick Abouchalache, The Pega Group

3:45 pm – 4:00 pm Closing Comments – Ann Dugan, Carol Wittmeyer, Anne Smart, and Daniel Van Der Vliet
4:00 pm – 5:00 pm  Reception for Roundtable attendees

Ann Dugan, Family Office Exchange, and Cornell Family Business Scholar
Carol Wittmeyer, St. John Fischer College and Cornell Family Business Scholar

Educational partners:
Anne Smart, Loyola University Family Business Center
Dann Van Der Vliet, Cornell Smith Family Business Initiative

Loyola University Chicago - Quinlan School of Business Family Business Center logo
Cornell SC Johnson College of Business Smith Family Business Initiative logo