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Engage Top Family Business CEOs and Their Families in an Intimate and
Confidential Environment
Unique Sponsor Model for Maximum Value • Limited Sponsorships Available
2019 CONFERENCE SCHEDULEThe Conferences by Family Businesses for Family Businesses
Transitions Spring 2019 April 3-5, 2019, Grand Hyatt Tampa Bay, Tampa Bay, FL
Private Company Governance Summit 2019 June 5-7, 2019, Fairmont Washington D.C., Georgetown
Family Business Generational Wealth 2019 September 25-27, 2019, Westin Chicago River North, Chicago, IL
Transitions Fall 2019 November 6-8, 2019, Newport Beach Marriott, Newport Beach, CA
THE ONE AND ONLY TRANSITIONS CONFERENCES
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CARO U. ROCK, Publisher, Family Business Magazine 215-405-6080, [email protected]
DAVID SHAW, Publishing and Conference Director 301-963-6162, [email protected]
MIKE BACHMAN, National Accounts Executive 215-405-6070, [email protected]
SCOTT CHASE, National Accounts Executive 301-879-1613, [email protected]
JUSTIN CORDARO, Account Manager 215-405-6082, [email protected]
PETER BEGALLA, Conference Chairman 386-785-7856, [email protected]
DIANE MCCOLLUM, Sr. Events Manager 215-405-6063 [email protected]
For more information, and to discuss sponsorship opportunities, contact:
Family Business Magazine’s conferences have transformed the family business conference landscape while positioning sponsors as thought leaders to our coveted audience.
Our conferences are 100% family businesses covering issues of succession, generational transition, and family dynamics; operating family company wealth management; and the governance of privately-owned companies.
SponsorshipOur conference model is unique and proven: Conference speakers come solely from family-owned companies or are serving board members, owners and executives of family-owned and privately-owned companies. Sponsor executives are engaged, and (depending on sponsorship level) serve as session moderators or facilitators to guide the conversation. (There is no direct selling during our events)• Sponsorship slots for Family Business’ conferences are
limited, and offered on a first-come, first-served basis.• Sponsors provide marketing materials for inclusion in
the registration bag and on tabletop displays.• Sponsors have access to special registration discount
codes to offer to their top clients and prospects.
OFTEN IMITATED, NEVER SURPASSED
Transitions Spring 2018
Private Company Governance Summit 2018
Transitions Fall 2017
Family Business Generational Wealth 2018
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The Transitions Spring and Fall conferences feature 100% family businesses and more top-quality family speakers than any other conference. Transitions offers sponsors an
opportunity to meet and network with important multi-generational family company CEOs and other members of the family.
The Transitions conferences are held twice a year, in the Spring (East Coast) and the Fall (West Coast). Content for each conference is built on the direct feedback of prior conference attendees, and features new topics and new speakers vetted and approved by the Family Business Magazine conference advisory board. Attendance at the conference is strictly limited to 280-290 owners, shareholders, family members, in-laws and non-family executives of 80+ family businesses/enterprises.
TRANSITIONS SPRING and FALL
Conference features:
• Our focus is on speakers from family enterprises,
sharing real-life problems and real-life solutions.
• We provide an intimate, private “safe harbor”
environment in which to openly share challenges and
opportunities with other families.
• Opportunities to work through family issues via guided
discussions.
• No-Sell Environment: Conference sponsors understand
and commit to participating as thought leaders and
experts, and are restricted from actively selling their
products and services.
• Special content and sessions for next-generation and
married-in family members.
• Family Networking: Assigned seating, hosted networking,
opening reception, meals, breaks and workshops are
all designed to allow attendees to meet many family
enterprise attendees.
Transitions Attendee Quick Profile
Would you recommend that other family members attend
Transitions? Yes: 100%
Source: Transitions conference attendee evaluations.
TRANSITIONS SPRING 2019, April 3-5, Grand Hyatt Tampa Bay, Tampa Bay, FLTRANSITIONS FALL 2019, November 6-8, Newport Beach Marriott, Newport Beach, CA
1510
Percentage of companies who have attended one or
more conference.
Percentage who are married in to the family
Percentage of attendees who are next-generation
(under age 30).
The number of attendees a typical family business
brings to Transitions.3
45
4
The average family enterprise in attendance has $300 million in annual revenues and has 866 employees. 15% run a company over $1 billion.
Attendee Business Focus (Multiple responses allowed)
Manufacturing .................................................................. 34.1%Real Estate/property management .............................. 22.2%Agriculture, forestry, fishing ........................................... 14.3%Retail trade......................................................................... 11.9%Hospitality/hotels/catering ............................................ 7.1%Construction ...................................................................... 6.4%Media/entertainment/tourism ....................................... 6.3%Wholesale trade ................................................................ 5.6%Restaurant/food service ................................................. 4.8%Finance/insurance ........................................................... 4.7%Healthcare.......................................................................... 4.7%Logistics/transportation ................................................. 4.0%Mining ................................................................................. 1.6%Telecommunications/electric, gas or sanitary services ..1.6%Education ........................................................................... 1.6%Food processing/manufacturing .................................. 0.8%Other ................................................................................... 9.5%
Multi-Generational• The average attending company is between 3-6 generations
old
• Two generations are actively involved in the business
• 52% of attending companies are unsure whether the next generation will join the family business
Transitions Attendee Company Revenues
22.6%
30.2% 47.2%under $25 million
between $26-300 million
more than $300 million
Ownership• 98% still majority-own their founding family business
• 52% have a family office
Key Attendee Data
FOR MORE INFORMATION:
familybusinessmagazine.com/conference/transitions-spring-2019 familybusinessmagazine.com/conference/transitions-west-2018
“This is one of the best conferences I’ve ever attended. The diversity of topics, the openness and candidness of the attendees, the structure. All of it was awesome.”
“The best ever! Messages were clear, consistent and well organized. People shared openly whether on stage or otherwise.”
“This was a great conference—the person-to person idea exchanges were vibrant.”
“I always learn something new and meet new people experiencing the same things I am. I’ve never had a support network like this one.”
“I was amazed at how open everyone was about sharing their stories. I got several ideas on dealing with the issues facing our family and our business. Very beneficial.”
“Loved having access to dynamic family businesses in a helpful environment. The speakers were so giving and open--a true gift!”
“Very well done, with friendly people. The conference was set up to be very easy to talk to others and the crowd was really good.”
“Best seminar I have attended. Focused on family rather than sponsors.”
“Good cross section of different family companies dealing with a variety of relatable issues. Got a lot of very valuable information throughout the two days.”
“Such an open environment--eye opening would be an understatement. I look forward to coming back next year and bringing more family with me.”
What attendees say about Transitions
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A
ACS Industries, Inc.
A-Dec, Inc.
Adi Dassler International Family Office
Adler Management
Agnew Company, The
ALCO Holdings, LLC
Al-Ayuni Investment & Contracting Company
Aliaxis Group, The
All Seasons Garage Door Company
Alternative Bridging Corporation Ltd.
American Technologies, Inc.
American Textile Co.
Angley College
Annin Flagmakers
Ardor Health Solutions
Arkay Packaging
Armstrong Global Holdings, Inc.
Art Research Enterprises
ATCO Wood Products Ltd.
Auerbach Commercial Realty Corp.
B
Babcock Lumber
Baby Banana
Baca Family Companies
W.S. Badcock Corporation
Bana, Inc.
Bob Clements International
Bob Barker Company
Barron Collier Companies
Barton Group, The
Beacon Adhesives
Bekaert N.V.
Belech
Belknap White Group
Belvedere Land Company
Benchmark Transitions
Beretta Family Council
Bergam Inc.
Bergey’s Automotive
Bert R. Hybels, Inc.
BIC Alliance
Biltmore Company, The
Bird Technologies
Big Creek Lumber Co.
Big D Oil Company
Blue Den Ranch LLC
Blue Mountain Group
Bob Barker Company Inc.
Boisset Family Estates
Bolour Associates
Books-a-Million
Boyd Coffee Company
BridgeGreen Capital Inc.
Brigantine Seafood Restaurant
Brakebush Bros. Inc.
Brandy Investments
Breihan Properties
Brokaw Ranch Co.
Brooks Family Business
Broussard Advertising
Brown-Forman Corporation
Brubacher Family Council
BRUNS-PAK
The J.M. Burguieres Co., Ltd.
Burris Logistics
Bush Brothers & Company
Butterball Farms, Inc.
C
Cadillac Products Automotive Company
Calkins Media
Cakebread Cellars
Caledonia Ventures, Inc
Camelot Homes
Cameron Properties, Inc.
Camp Ozark
Canal INsurance
DM Camp & Sons
Canada Homestay Network, Inc., The
Canal Insurance Company
Cardon Family Office LLC
Cardone Industries
Cargill, Inc.
Carltas Company
Carriere Family Farms
Castro Convertibles
Caton Connector Corporation
CBC Companies
Centier Bank
Central Bag & Burlap, CBB Packaging Solutions
Ceviche Tapas Bar and Restaurant Group
CFAR, Inc. (Center for Applied Research)
Chaney Enterprises
Chasing Paper
Chateau Retirement Communities
Chelsea Milling Company/JIFFY Mix
Cherng Family Trust
Chicago Metallic Corp.
Chick-fil-A
Cilker Family Council/Samaritan Medical Center
Cilker Family Council/Cilker Orchards Management Co.
Cleary Products
Clemens Family Corporation
Clements Fluids Management, LLC
Click Bond, Inc.
Coastal Pet Products, Inc.
Colton Groome & Company
Columbia Distributing
Columbia Restaurant Group
Commercial Refrigerator Door Co. Inc.
Communications Media, Inc.
Company’s Coming Publishing Ltd
Complete Logistics Co., The
Concorde, Inc.
Concursive Corp.
Connect Staffing Inc.
Continental Datalabel
Cornerstone Advisors Inc. Corovan
Cowles Company
Cox Industries
Crane & Co., Inc.
Crawford Properties LLC
Credential Check Corporation
Crescent Electric Supply Co.
Crew Carwash
Crustacean San Francisco
Cumberland Dairy, Inc.
Cunningham Group
Cushman & Wakefield
Custom Packaging, Inc.
D
W.S. Darley & Company
Datawatch Systems, Inc.
David Allen Family Trust
David Weekley Homes
Day & Zimmermann
Debenham Family LLC
Delaware North Cos., Inc.
Del Corral Holdings
De Palm Corporation N.V.
Des Moines Cold Storage Co., Inc.
Desarrollo Cinco Estrellas
Detering Company, The
DeVoe Automotive
DeWys Manufacturing
Dickey’s Barbeque Pit
Dickinson Company
Directors Inc.
Discount Tire
Distributor Corp. of New England
Dohmen Company, The
Dooley Tackaberry, Inc.
Dot Foods, Inc.
Douglas Parking LLC
Duda & Sons, A.
Dunmore Corporation
J.E. Dunn Construction Co.
Dyn
E
E. Ritter & Company
Edaleen Dairy LLC
Eddy Family Council
Edison Properties
Egge Machine Co., Inc.
El Milagro
ER Investments, Inc.
Elkay Manufacturing Company
Ellison Surface Technologies
Emerald Home Furnishings
Empire Comfort Systems
Empresas Santana
Emval Holdings Ltd.
Ensambles Tarimas y Reciclados, S.A.
Enterprise Holdings
ETS Labs
Exchange Bankshares Corporation
F
Fairfield Maxwell, Ltd.
Farrell Roofing Group, The
Familia Cortez Restaurants, La
The Family Business Consulting Group
Family Office Exchange
Fat Family Restaurant Group
FC Industries
HG Fenton Company
Fenimore Asset Management
Fernley & Fernley, Inc.
Finfrock D-M-C
Firematic Manufacturing
Fireworks by Grucci
Fischer & Company
Flanagan Foodservice, Inc.
Florian Management
Flottman Company, Inc.
Follett Corporation
Ford Meter Box Co.
Forestry Suppliers, Inc.
Forney Industries, Inc.
Fort Wayne Wire Die
Fox Packaging
Frank Crystal & Company
Frank J. Zamboni & Co., Inc.
Freeman Company, The
Freeman’s Auction House
Freeport Gases Ltd.
Freund S.A.
Friedman’s Freshmarkets
Fulton Management Services, Inc.
G
Galland Henning Nopak, Inc.
Galloway Company
E. & J. Gallo Winery
Gardner Publications, Inc.
Gates Capital Management LLC
Gault Energy & Stone
General Filters, Inc.
GFI Investments LLLP
Ghilotti Construction Company
P.W. Gillibrand Co. Inc.
G&L Holdings, Inc.
Global Response Corporation
GMA Partners
Golden Rule Family Foundation
W.L. Gore & Associates, Inc.
Gorrill Land Company
Gombdinasztia Kft. (Button Dynasty Ltd.)
Goodman Decorating Co.
Grace Property Management
Granger III and Associates
Great Lakes Cheese
Greenbrier Holdings Ltd.
Greer Group, Inc.
Grossman Marketing Group
Grupo Ferré Rangel
Grupo Leche Rio S.L.
GSSC, Inc.
G.W. Williams Co.
H
H&R Block
H. G. Hill Realty Company LLC
Hallador
Halloran Family Office
Halpern Enterprises, Inc.
Hancock Bank
Hanesco Oil & Gas
Harbes family farm
Hardrock Development
Haws Corporation
Henderson Implement & Marine
Heights Real Estate Co., The
Henningsen Cold Storage Co.
Herschend Family Entertainment
H.J. High Construction Company
Transitions Spring and Fall Attending Companies
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High Country Fusion Co., Inc.
Highland Commercial Properties, Inc.
High Pressure Equipment Company
Hilltop Group, Inc.
Hintzsche Companies
Hirzel Canning Company
Holding Company of the Villages
Hollis & Sons Inc.
Holly Springs LLC
Home Leasing LLC
Horst Engineering
Houck Group, Inc.
HPWP Group
HRM Enterprises
Hubbard Broadcasting, Inc.
J.M. Huber Company
Hull Investments LLC
Hunt Brothers Pizza
Hunt Companies, Inc.
Hunt Sports Group
Hussey Seating Company
Hyatt Hotels Corporation
Hydraflow
I
Icare Industries, Inc.
Idaho Asphalt Supply. Inc
IDEAL Industries
Ideals
Incredible Christmas Place, The
Independent Can Company
Indium Corporation
Information & Computing Services, Inc.
Intek Plastics and Malt-O-Meal
Interlock Industries
Interstate Specialty Products
InvestWest/Pacifica Hotel Co.
Iowa80 Group, Inc.
ISYS Solutions, Inc.
J
James W. Fowler Co.
JC Cannistraro
Jefferson Telecom
Jensen Precast
Jerry Baker
Je Ta Family Office
John Wiley & Sons
Jones Family of Companies
Jones River Storage
Joseph Phelps Vineyards
Joshua Green Corporation
Just Born, Inc.
K
Karelia Health
Karsten Manufacturing Corp./PING
KBQ, Inc.
Keller Enterprises, LLC
Kenco
Kessler Collection, The
King’s Hawaiian
King Ranch, Inc.
Kiolbassa Provision Co., Inc.
Kitchen Brains
Kittle’s Home Furnishings
Klassen Business Group
KMQ, Inc. dba Prima Tech USA
Kohner Materials
K-Rain
Karus Family LLP
L
L&H Industrial, Inc.
LDI, Ltd.
L.L. Bean
L.M. Sessler Excavating & Wrecking
Laboratory Testing, Inc.
Laird Norton Company, The
La Jolla Beach and Tennis Club
Landaal Packaging Systems
Lane Construction Corp.
Latt Maxcy Corporation
C.R. Laurence Co., Inc.
Lawry’s Restaurants, Inc.
Leavens Ranches
Leche Rio S.L.
Lee Company, The
Letica Corp.
Leupold & Stevens, Inc.
Liberty Sport/Switchvision
Libman Company, The
Liftable Media
Lindsay Precast Inc.
Lloyd Companies
Love’s Travel Stops & Country Stores
Lucille Roberts Health Clubs
Luck Companies
Lundberg Family Farms
Lyles Family Enterprise
M
M. Schamroth and Sons
Mac Papers
MacLean-Fogg Company
Main Street Checks
Magnum Venus Products
Mannington Mills
Maple Leaf Farms, Inc.
Market Street Trust Company
Marous Brothers Construction
Marriott International, Inc.
Martens Automobile Group
Martin Engineering
Mary Kay, Inc.
Master Electronics
Mathis Brothers Furniture
Matthews Automotive Group
Mayer Corporation, The
McLanahan Corporation
McKee Foods Corporation
Mechanics Bank, The
Medical Billing Technologies, Inc.
Medical Service Company
Medlin Equipment Company
Meijer, Inc.
Menasha Corporation
Mendez Strategy Group, S.C.
Mercury Plastics
Meridian Health Plan
Metz Culinary Management
MTD Holdings, Inc.
MFT Interests GP LLC
Michael C. Fina
Micro-Tronics, Inc.
Midmark Corp.
Milbank Manufacturing Co.
Miller Electric Company
Milo B. Butler & Sons Limited
Minera Chañar Blanco
The Miniat Companies
Mitchells Family of Stores
MJS Packaging
MLR Holdings LLC
MOM Brands
C. Mondavi & Family
More Than a Bakery LLC
Morris Communications Company
Murchison Capital Partners, LP
N
N.V. Bekaert S.A
NASCAR
Natalie’s Orchid Island Juice Company
Nat Sherman International
National Association of Corporate Directors
Nelson Family of Companies
Nelson Legacy Group
NGS Global Americas, LLC
North American Stamping Group
Novella Holdings, Inc.
Nozzle Nolan Pest Control
Nucraft Furniture Company
Numerical Concepts Inc.
O
OES, LLC
OLC, Inc.
Oggi’s Pizza & Brewing Co.
Omaha Steaks International
Onboard Systems International
P
Pacifica Enterprises, Inc.
Pajo’s Garry Point Restaurants Ltd.
Panda Restaurant Group, Inc.
Paul Mitchell Schools (PMAE)
PDC Machines, Inc.
Perdue Farms
Pictsweet Company, The
Pine Bluff Sand & Gravel Co.
Pitcairn
Platte River Medical Clinic/Advanced Care & Occupational Medicine
Plaxall, Inc.
Plumbing Distributors, Inc.
Polished Nickel Capital Management
Port Blakely
Potash Operating LP
Power Construction Company
Power & Telehone Supply Co.
Poyant Signs, Inc.
Premier Custom Built, Inc.
Pritzker Organization, LLC, The
Q
Quality Lightning Protection
Quinn Family LLC
R
R.C. Hill
R.F. MacDonald Company
R.L. Schreiber, Inc.
RaceTrac Petroleum
Rain for Rent
Ratermann Manufacturing Corp.
RDO Equipment Co.
RDV Corporation
Real Property Financial
Red Coats, Inc.
Reid Petroleum Corp.
Reiter Family Offices
Request Foods, Inc.
RFA Management Company LLC
RFE Investment Partners
Richards Energy Group, Inc.
Richmond Baking
Rite-Hite Corporation
Robert Kaufman Co.
Rockler Companies, Inc.
Rogers Group, Inc.
Rogers Investment Partners
Root Organization, The
Rotary Corporation
Rowntree Enterprises
R&R Realty Group
Ruiz Foods
S
Sakioka Farms
Samaritan Medical Center
Sandmeyer Steel Corporation
Sanducky Newspapers, Inc.
Sargento Foods, Inc.
Sasser Family Holdings
Sayle Oil Company
Schaad Companies
M. Schamroth and Sons
Scheetz, Inc.
Schreiber Advisors PC Schwan Food Company, The
Scotia Investments
Seattle Times, The
Seneca Family of Companies
Seneca Sawmill Company
Sennett Security Products
Servco Pacific Inc.
Service Wire Co.
Shasta Forests Timberland/Forest Forward
Shodeen Group, L.L.C.
Shook and Fletcher Insulation Company
SI Group
Skyline Chili
Smalley Steel Ring Company
Smith Family Council
Southeastern Freight Lines, Inc.
Southeastern Mills
Southwestern Eye Center Ltd.
Special Tree Rehabilitation System
Sports Clips, Inc.
Spring Valley
SPSmedical Supply Corp.
Standard Functional Food Grp
Star Cutter Company
Transitions Spring and Fall Attending Companies (continued)
7
Transitions Spring and Fall Attending Companies (continued)
Tec Laboratories, Inc.
Technidyne Corporation
Telamon Corporation
Tetco, Inc.
Thompson Realty Group
Times-Shamrock Communications
Tinius Olsen
TKM Bengard Farms
Tolleson
Tonolli Canada
Top Notch Distributors
Tottino Family Trust
Transmar Commodity Group, Ltd.
Treasure Coast Ranch, Inc.
Trident Seafoods
Trinchero Family Estates
Truax Corporation
Turner Furniture
Turtle Creek Holdings, Inc.
TS Restaurants
Twelve Baskets, Inc.
Twin Ponds Farm, LLC
Twin Valley Telephone
U
Ulbrich Stainless Steels and
Specialty Metals
Ulster Inc.
Ulven Companies, The
United Skates of America
Unity Hunt, Inc.
US Energy
V
Vance Brothers, Inc.
Van Drunen Farms/FutureCeuticals Inc. Valley Forge Fabrics Inc.
Valley Pulp & Sawdust Carriers Ltd.
Velvet Ice Cream
Vermeer Corporation
Vernon Company
Vertex, Inc.
Villages, The
Virginia Marti College of Art & Design
Vollrath Company
Y
Yapmo LLC
Young’s Market Company
D.G. Yuengling & Son, Inc.
W
Walters Inc.
Warren G. Bender Co.
Watt Companies
WCM industries, Inc.
Webber Energy Fuels
Weiler Corporation
Welch Allyn
J.S. West & Companies
WestAir Gases & Equipment
Western Power Products
Westland Real Estate Group
Wexford Health Source
Whataburger Restaurants LLC
Whitacre Greer Company
White Castle Systems
White Lotus Collection
White Oak Management, Inc.
Wise Counsel
Wittern Group
Willard AgriService
G.W. Williams Co.
Williams Brothers Trucking, Inc.
Windway Capital Corp.
Witter Hospitality
Woodman’s Inc.
World Class Plastics, Inc.
Wyatt Johnson Automotive Group
Z
Zamar Group
Paul B. Zimmerman Inc.
Transitions Spring 2019 April 3-5, 2019, Grand Hyatt Tampa Bay, Tampa Bay, FL
Transitions Fall 2019 November 6-8, 2019, Newport Beach Marriott, Newport Beach, CA
Transitions Spring 2020 March 4-6, 2020, Tampa Marriott Waterside, Tampa Bay, FL
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Platinum ......................................$25,000(Exclusive Welcome Reception Sponsor)(Sold Out for 2019)
• Exclusive sponsor of the Conference Welcome Reception
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of up to three corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• One complimentary full conference registration for one family business member client
• Complimentary attendance for up to three company executives, one of which may also be a panel moderator/facilitator as appropriate
Gold ..............................................$21,000(Group Dinner or Opening or Closing Lunch Sponsor) (Four Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of one or two corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• Complimentary attendance for two company executives, one of whom may also be a panel moderator/session facilitator as appropriate
• Named sponsor of the group dinner on first day or group lunch on first or second day, or breakfasts
• Opportunity to present short welcome speech (three minutes maximum) during sponsored activity
Silver ............................................$19,000(Four Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of one or two corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate
• Named sponsor of a coffee/refreshment networking break
Bronze ..........................................$16,000(Eight Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of single corporate brochure in registration materials distributed to attendees
• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate
• Shared tabletop for literature distribution (two pieces maximum)
Supporting ..................................... $9,000(Limited availability)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of single corporate brochure in registration materials distributed to attendees
• Shared tabletop for literature distribution (one piece
Sponsorship Opportunities + BenefitsTRANSITIONS SPRING and FALL 2019
9
Not your usual wealth management conference!
FAMILY BUSINESS GENERATIONAL WEALTH
September 25-27, 2019 • Chicago West River North, Chicago, IL
• Unique focus on successful operating family businesses, their shareholders and their wealth issues• Limited sponsorship availability• Unique sponsorship engagement for maximum value• Engage top family businesses in an intimate and confidential environment
Family Business Generational Wealth, from Family Business Magazine, is a unique
kind of wealth management conference, created by families for families, focused on
real-world solutions to wealth management across generations, presented by family
business executives and shareholders themselves. Family Business Generational
Wealth is an opportunity for sponsors to engage active family businesses in their
wealth management and growth.
Attendees include:
• Family business CEOs/Chairs/CFOs• Family business shareholders• Family council leaders and members• Family office leaders
Built on the model of our successful Transitions Conferences, Family Business Generational Wealth offers:
• A private environment for the discussion of key family business wealth issues
• Speakers who are members of family companies or enterprises, sharing real-life successes and failures.
• Limited attendance, and a confidential environment in which to share challenges and opportunities with other families, and selected sponsors
• A solid focus on networking with family business and enterprise members
Would you recommend that other family members attend Family Business Generational Wealth?
Yes: 100%
Source: Family Business Wealth conference attendee evaluations
Among the topics covered at Family Business Generational Wealth:
• Defining wealth objectives that work for the family and the business
• Managing intergenerational wealth transfer/estate transfer
• Capitalization and dividend strategies; liquidity, business valuation
• Affirmative/impact/passion/philanthropic investing
• Tax strategies for operating family companies
• NextGen & younger children financial literacy and responsibility
• Family offices, family investment banks and venture funds
• Personal and family security
• Choosing wealth management advisors
• Governance for wealth management and growth
• Women & Wealth
Now inits 3rd year!
THE CONFERENCE FOR WEALTH PRESERVATION AND GROWTH ACROSS GENERATIONS
10
Family Business Generational Wealth Attending Companies (continued)
A
ACS Industries, Inc.
A. Duda & Sons, Inc.
Abbey Inn Hotels
Allan Myers, Inc.
Amer-X Security, Inc.
Armstrong Global Holdings, Inc.
B
The Bama Companies
Barron Collier Partnership
Bergeron Automotive
Big Creek Lumber Co.
Bird Technologies
Boulevard Home Furnishings
Brakebush Brothers, Inc.
Brown-Forman Corporation
Bueno Foods
Burris Logistics
Bush Brothers & Company
C
Cadillac Products, Inc
Cakebread Cellars
Canal Insurance
CFAR
Chelsea Milling Company
The Clemens Family Corporation
Commercial Refrigerator Door Co. Inc.
The Complete Logistics Company
Concept Rehab
Continental Datalabel
Continuity Family Business Consulting
D
David Allen Family Trust
Day & Zimmermann
Delaware Valley Family Business Center/Vertex/Westphal Family
Discount Tire
Drinker Biddle & Reath LLP
E
Elkay Manufacturing Company
Emerald Home Furnishings
Empire Comfort Systems
Era Living
F
The Family Business Consulting Group
Family Council Consulting
Family Enterprise Consulting / Bird Technologies
Fenimore Asset Management
Fluidmaster, Inc.
FotoKem
Friedman’s Freshmarkets
Frontenac Company
G
Gault Energy
General Filters, Inc.
G&L Holdings
Glenmede
Gombdinasztia Kft. (Button Dynasty Ltd.)
Gorrill Ranch
Granger III & Associates
Graziano Brothers, Inc.
Greenhouse Fabrics
Grupo Mundo Ejecutivo
H
Hawthorne Services
Herschend Family Entertainment
H.G. Fenton Company
H.G. Hill Company
H.J. High Construction Company
Hintzsche Companies
Hobby Lobby
Hubbard Broadcasting, Inc.
Hunt Brothers Pizza
I
Idaho Asphalt Supply
Interlock Industries
Istanbul Kultur University
J
Jensen Precast
Joshua Green Corporation
J.S. West Milling Co.
Just Born, Inc.
K
Kiolbassa Provision Co.
Kitchen Brains
Kittle’s Home Furnishings
Klassen Business Group/Valley Pulp & Sawdust Carriers Ltd.
L
Laboratory Testing, Inc.
The Lebermuth Company
The Lee Company
Legacy Associates
Letica Corp.
Leupold & Stevens, Inc.
Liturgical Publications, Inc.
Luck Companies
Lundberg Family Farms
Lyles Construction Group
M
Mancal Corporation
Martin Engineering
Master Muffler
The Matthews Automotive Group
The Mayer Corporation
McKee Foods Corp.
Meijer, Inc.
Menasha Corporation
Mendez Strategy Group S.C.
Midmark
Milo B. Butler & Sons Limited
Millward Agency
The Miniat Companies
Minto
The Morey Organization, Inc.
Morris Communications
N
National Christian Foundation Heartland
New Enterprise Stone & Lime Co., Inc.
Nozzle Nolen Pest Control
The Nutting Company
O
Oak Harbor Freight Lines
Vance Brothers, Inc.
P
Pacifica Hotels
Petersen Generational Wealth Consultants
The Pictsweet Company
Plumbing Distributors, Inc.
Port Blakely
Power Construction Company
R
Rain for Rent
RETECSA
RFA Management Company LLC
RID, Inc.
R L Schreiber, Inc.
Rose Glen Advisors, LLC
Rowntree Enterprises
S
Sakioka Farms
Saybrook University
Sayle Oil Company
The Schwan Company
Seaport Steel
Sheetz, Inc.
Shook and Fletcher Insulation Company
Sihle Insurance Group, Inc.
Smithville Communications, Inc.
Southeastern Freight Lines, Inc.
Starion Financial
Starker Forests, Inc.
Stetson University
Steuart Investment Company
Strato, Inc.
Sunbelt Industrial Company, Inc.
Sutter Roofing Company of Florida
T
Tauber Oil Company
Teece Family Office
Thompson Realty Group
Tinius Olsen
Tregan Partners LP
TS Restaurants
Twin Ponds Farms, LLC
U
United Generations
Unity Hunt, Inc., Hunt Sports Group, LLC
US Polymers, Inc.
V
Vance Brothers, Inc.
Van Drunen Farms/FutureCeuticals Inc. Valley Forge Fabrics Inc.
Valley Pulp & Sawdust Carriers Ltd.
Velvet Ice Cream
Vermeer Corporation
Vernon Company
Vertex, Inc.
Villages, The
Virginia Marti College of Art & Design
Vollrath Company
Y
Yapmo LLC
Young’s Market Company
D.G. Yuengling & Son, Inc.
W
Warren G. Bender Co.
Western Wyoming Beverages Wilderness Travel
Westland Real Estate Group
Wittwer Family Council
The Wolfington Companies
World Class Plastics, Inc.
WS Badcock Corporation
Z
Paul B. Zimmerman Inc.
11
Platinum ......................................$30,000(Exclusive Welcome Reception Sponsor)(Sold out for 2019)
• Exclusive sponsor of the Conference Welcome Reception
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of up to three corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution.
• One complimentary full conference registration for one family business member client
• Complimentary attendance for up to three company executives, one of which may also be a panel moderator/facilitator as appropriate
Gold ..............................................$21,000(Group Dinner or Opening or Closing Lunch Sponsor) (Three Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of one or two corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• Complimentary attendance for two company executives, one of whom may also be a panel moderator/session facilitator as appropriate
• Named sponsor of the group dinner on first day or group lunch on first or second day
• Opportunity to present short welcome speech (three minutes maximum) during sponsored activity
Silver ............................................$19,000(Four Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of one or two corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate
• Named sponsor of a coffee/refreshment networking break
Bronze ..........................................$16,000(Four Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of single corporate brochure in registration materials distributed to attendees
• Complimentary attendance for one company executive, who may be a breakout or workshop facilitator as appropriate
• Shared tabletop for literature distribution (two pieces maximum)
Supporting ...................................$10,000(Two Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of single corporate brochure in registration materials distributed to attendees
• Shared tabletop for literature distribution (one piece maximum)
Sponsorship Opportunities
FAMILY BUSINESS GENERATIONAL WEALTH
12
THE PRIVATE COMPANY GOVERNANCE SUMMIT 2019
June 5-7, 2019 • Fairmont Washington D.C., Washington, DC
Would you recommend that other private company
owners and directors attend this conference?
Yes: 100%
Source: PCGS attendee conference evaluations
The sixth annual Private Company Governance Summit (PCGS) serves the governance information needs of owners, shareholders, directors and advisory board members of closely-held, family–owned and private equity owned private companies. The conference is produced by Private Company Director, Directors & Boards and Family Business Magazine.
Serving Middle Market Private Companies
PCGS attendees represent middle market privately-owned companies, ranging in
size from $50 million to well over $3 billion in annual revenues. Private Company
Director was launched (in print and online) in 2013 to serve the governance needs
of this important and hard-to-reach demographic.
According to Deloitte LLP, 75% of the US companies in the middle market are
privately-held. Of the privately-held companies, 36% are family-owned, 28%
closely-held (non-family) and 36% are private-equity or VC-backed, or had some
other ownership structure.
Middle market companies are leading job growth, employing more than 50 million
people and making a contribution of nearly $6.2 trillion to the U.S. economy.
(Source: Middle Market Power Index from American Express and
Dun & Bradstreet.)
The United States is home to 55,700 middle market companies and generates
the highest amount of economic output among such companies in major global
markets. (Source: HSBC and Oxford Economics.)
Each PCGS conference features:
• Speakers who are serving directors or private company
owners/shareholders, sharing practical, real-world experiences
• Top flight keynote addresses
• Collaborative discussion sessions
• Breakouts covering key governance topics
• Special content for private companies just beginning to
develop formal governance
The Private Boards of the Year Awards Dinner is a exciting feature of the Private Company Governance Summit.
The Private Boards of the Year are selected through nominations, and then researched and vetted by the editorial team of Private Company Director and Directors & Boards magazines. Final selections and honorable mentions are made by a panel of independent judges.
Private Boards of the Year Awards 2019
Hagerty Holdings CorpMead & Hunt CompaniesPelstar LLCDiesco - Advisory BoardSamaritan Medical Ctr.
PAST HONOREES:
W.S. Darley & Co.Bush Brothers & CompaniesBlue Diamond Growers
13
The PCGS Conference is marketed to more than 25,000 executives, owners, board members, and investors through extensive print and digital promotion to the subscriber lists of Directors & Boards, Family Business Magazine and Private Company Director.
What attendees say about The Private Company Governance
“Excellent conference—the best! Quality and valuable content, excellent networking. Everyone was engaged and engaging.”
“The quality of the attendees and the speakers was incredible! The collective experience in that room was very humbling.”
“Great networking, great education and great people in attendance.”
“Well planned, well moderated, good speakers.”
“Loved the focus on private versus public company issues. It is often hard to benchmark in this area—but here, you could talk directly with those similarly situated.
“The conference completely changed my view on how a board is conducted and run.”
“The quality of the attendees is extraordinary, and the tempo and content of the sessions allows time to think, engage and connect.”
“This conference may be the best thing I’ve done all year!”
“Top notch. Organized, great content, well managed.”
“A unique place to get a lot of good information and be exposed to new ideas. I left inspired and curious about bringing some ideas back to our board.”
“Outstanding value for time invested. Fantastic speakers, so well qualified. I’m so impressed that these experts are willing to share and give back,
Marketing
The following associations are supporting conference sponsors and marketing partners. Special registration discounts are offered to their members: The National Association of Corporate Directors The National Center for the Middle Market The Private Director AssociationThe CFO AllianceThe Society for Corporate Governance
Association Support
A limited number of sponsorships are available for companies serving middle-market private companies and their boards, in the following categories: Private Company ServicesCompensation Research and ConsultingAccountantsExecutive Search/Board SearchSuccession PlanningBoard TechnologyLaw FirmsM&A AdvisorsPrivate Equity FirmsGovernance AdvisorsFamily Business AdvisorsCrisis CommunicationsD&O and Liability InsuranceCorporate/Shareholder Communications
Available Sponsor Categories
14
A
AACS Industries Inc.
ABC Financial
Grupo Adeste
ADVANCED GROUP
Advent International
Aegis Business Technologies
Aetna
Agnew Company, The
AiRENDIL
A.J. Antunes & Co.
AgStar Financial Services, ACA
Allied Logistics
All Media Ventures
Allstate Insurance Company
American Hotel Register
American Textile Company
Amherst Partners
Amirexx
Amuleto Advisory LLC
AnswersMedia LLC
Apple Bank for Savings
Arden Seminars, Inc.
Ariens Company
Asesores Comerciales
Asset Management Trust
B
Babcock Lumber Company
W. S. Badcock Corporation
Balentine
Bama Companies, The
Balanced Growth Enterprises
Banner Real Estate Group
Barnegat Bay Capital, Inc.
BDP International, Inc.
H.J. Baker & Bro., Inc.
BDT Capital Partners
Grupo Benassi
Beretta Family
Big D Oil Co.
Big Shoulders Capital
BioAgilytix Labs
Bird Technologies
Bison Gear & Engineering Corp.
The Biltmore Company
Blain Supply, Inc.
Bonadio Construction Consultants
The Bon-Ton Stores, Inc.
Brakebush Brothers, Inc.
The Brick Companies
C H Briggs Company
Brown Brothers Harriman
Brownstein Corporation
Bueno Foods (El Encanto Inc.)
J.M. Burguieres Co. Ltd.
Bush Brothers & Company
C
Caganco, Inc.
Calkins Media Incorporated
Canal Insurance Company
Capstan Corporation
Cardone Industries
Carolina Biological Supply Company
Carriere Family Farms
Carroll Motor Fuels/High’s of Baltimore LLC
Cee Kay Supply, Inc.
Centier Bank
Centura Capital
Chamberlain Group, The
Charter Manufacturing Co., Inc.
Chick-fil-A, Inc.
China Cat Capital, LLC
Cilker Orchards
City Financial Corporation
CKAL Advisory Partners LLC
CL&D Graphics
CNA Insurance Companies
Columbia Group
Concessions International
Conn Attorney Title Insurance Company (CATIC)
Construction Specialties
Jack Cooper Holdings Corp.
Adolph Coors Company, LLC
Coril Holdings
Cornerstone Research
Covenant Services Worldwide, LLC
Cox Enterprises, Inc.
Cross Border Enterprises, LLC
Cuestamoras
Curran Group
D
W.S. Darley & Co.
Dart Transit Company, Inc.
The Davey Tree Expert Company
Davis Consulting Group, The
Day & Zimmerman
Defender Holdings, Inc.
DeFeo Partners LLC
De La Vega Occidental & Oriental Holdings
Del Monte Corporation
Dentons
De Palm Corporation N.V.
Diesco, Ltd.
The Distributor Board LLC
DIVERSITY in BOARDROOMS
Dot Foods
Draper and Kramer, Inc.
Drummond S Drew Industries, Inc.
Duchossois Family Foundation
A. Duda & Sons
DxUpClose, Inc.
E
E. Ritter & Company
EagleNext Advisors LLC
Edmund Optics, Inc.
Elkay Manufacturing Company
Emerald Home Furnishings
Energy Health and Fitness Corp.
Enlight Research LLC
Ensign-Bickford Industries, Inc.
Erie Times News
EVAPCO, Inc.
Everest Hotels
EVINE Live
Evolution Life Sciences
The Expo Group
F
A.W. Faber Castell S.A
Family Enterprise Consulting, LLC
Family Office Exchange
FBD Partnership L.P.
Federal City Performing Arts Association
Feigelsohn Kellar
H.G. Fenton Company
Fidens Engineering
First Supply LLC
Flanagan Foodservice Inc.
FMI Corporation
Follett Corporation
Force Five
Fort Wayne Wire Die
Freeman
Fremont Private Holdings
Fresno First Bank
Furst-McNess Company
G
GAI Capital LTD
Gallagher Asphalt Corporation
Gallup Organization
Gefinor Ventures
GeoEngineers, Inc.
GI Supply
Global Bankers Insurance Group
Goliath BV
Frederick Goldman, Inc.
Goradia Capital
Gordon Food Service
Gorrill Ranch
Governance Partners Group, LLC
Stephen Gould Corporation
GPG Governance Partners Group
Graybar Electric Company, Inc.
Great Lakes Cheese Co., Inc.
H
Hagerty Holding Corp.
Harbes Family Farm
Hartland
The Haskell Company
Heatron
Hefner & Associates, Inc.
The Heights Real Estate Company
Hillcrest Holdings
The Hite Company
HoldFast, LLC
Home Leasing, LLC
Honest Tea
Howard & O’Brien Associates
The HQ Companies
HRM Enterprises, Inc.
J.M. Huber Company
Hussey Seating Company
Hunt Brothers Pizza, LLC
I
The Icelantic Ski Company
IDEAL Industries
InfuSystem Holdings
J
Jaguar Capital
The Jones Group
Just Born Quality Confections
K
Karen Kane Consulting
Kellogg Center for Family Enterprises
Kenall Manufacturing
Kennedy Capital Management, Inc.
Kepner-Tregoe, Inc.
Kinsey Interests, Inc.
Kiolbassa Provision Company Inc.
Kitchen Brains
Koch Development Company
Kona Advisors LLC
Kruger Inc.
Kwik Lok Corporation
L
Larry H. Miller Group of Companies
LatamCila LLC
LDI, Ltd.
LW Lands Inc.
Lee Company, The
Les Schwab Tires
Letica Corporation
Lewis James LLC
Lindsay Precast Inc.
Liz Kislik Associates
Lockheed Martin Corporation
Lundberg Family Farms
M
MacLean-Fogg Company
Private Company Governance Summit Attending Companies
15
Madison Dearborn
MAM Software Group, Inc.
Maschhoff Family Foods, LLC
Masonite International
McHugh & Company, Inc.
McSwain Consulting, LLC
Mead & Hunt Companies, Inc.
Meijer, Inc.
Melaleuca Inc.
Menasha Corporation
Meridian Associates Inc.
Midmark Corporation
MFT Interests GP, LLC
Michelman, Inc.
The Miniat Companies
MLR Holdings LLC
C Mondavi & Family
Murchison Capital Partners, L.P.
N
Narva & Company
National Association of Corporate Directors
Neff Packaging Solutions
Neptune Advisors
New Age Industries
New Enterprise Stone & Lime Co., Inc.
Nia Enterprises, LLC
Northcott Hospitality
Northern Institutional Funds/Northern Funds
Northern Tool + Equipment
Norwegian American Hospital
O
Onboard Systems
One Hundred Years
One Technologies LP
Outrigger Enterprises, Inc.
P
Pelham S2K Managers, LLC
Pelstar LLC
Penn Mutual
Pension Corporation Group Ltd.
Perma Pipe Int’l Holdings
Petra Group New York, Inc.
PFM Financial Advisors LLC
Phoenix Strategic Advisors
Pine Bluff Sand & Gravel Company
Pinnacle Climate Technologies
Pitcairn Family Council
Plaxall Inc.
Porter Hedges LLP
Power Construction Conpany
POWER Engineers, Inc.
Prista
The PrivateBank
Probity International Corporation
Progreso
ProZyme
Purity Zinc Metals
Q
QSM Quality Services Management Inc.
R
RaceTrac Petroleum, Inc.
Rainwater Asset Management, LLC
RBI Advisors
Refrigerative Supply
Reiman ADR
RetailFirst Insurance Group
Reviva
RHW Associates LLC
Richmond Baking
Risk Management Levers, Inc.
E. Ritter & Company
Rockler Companies
Rogers Group, Inc.
Rowntree Enterprises
Rush Fitness Corp
R.W. Tomlinson Limited
S
SACHEM, Inc.
Sage Partners
Sakioka Farms
Salter Labs
Samaritan Medical Center
Sasser Family Holdings Inc.
Savage Services
Schnuck Markets, Inc.
Schreiber Foods, Inc.
Schultz & Williams
Schwan Food Company, The
Schwarz Supply Source
Seafair Capital
Sears Mfg. Co.
Seaway Bank & Trust
The Seneca Family of Companies
SeeRisk Management Advisors, LLC
Senior Care Centers
Servco Pacific Inc.
Service Systems Associates
The Siegfried Group, LLP
SI Group, Inc.
Silvacom Group
Simparel
SINOP
SnoTemp Cold Storage
Society for Corporate Governance
Solon Group
South Central Inc.
Southeastern Freight Lines
Southeastern Mills
Southworth International Group, Inc.
Srinidhi Capital
Stark Family Office
Starion Financial
StratConGlobal
State Farm Insurance
Grupo Stefani
Steuart Investment Company
Strategic Advice LLC
Strategic Ventures Consulting, Inc.
Summit Electric Supply
Sydney Associates, Inc.
T
Taco John’s International
Targray
Tecnoquimicas, S.A.
Telamon Corporation
Terteling Company, Inc., The
Tinius Olsen
RW Tomlinson
TPD Group LLC
Transatlantic BDR Ltd, LLC
Trident Seafoods Corp.
Turtle & Hughes
U
Underwriters Laboratories, Inc.
The United States Automobile Association
U.S. Space LLC
V
Val-Matic Valve & Mfg. Corp.
Vanguard Group
Van Ness Feldman
Värde
Vertex Inc.
Vets First Choice
Vineyard Vines, LLC
Vita-Mix Corporation
Vollrath Company
W
Wallace Holdings, Inc.
Weigel Stores, Inc
Weiler Corporation
Wert Investment Consulting Group of Wells Fargo Advisors
WesTel Systems
Westerkirk Capital Inc.
Willson International
Windham Professionals, Inc.
Windhorse Capital Management
Windway Capital Corp.
Wittern Group
Woodford Manufacturing
X
Xamax Industries
Y
Yum! Brands
Z
Zim’s Bagging Company
Private Company Governance Summit Attending Companies (continued)
16
Platinum ......................................$40,000(Exclusive Welcome Reception Sponsor)(Sold Out for 2019)
• Exclusive sponsor of the Conference Welcome Reception
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of up to three corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• One complimentary full conference registration for one private company director client
• Complimentary attendance for up to three company executives, one of which may also be a panel participant/speaker/moderator as appropriate
• Full-page, 4-color ad in special print magazine, Private Company Director
Gold ..............................................$35,000(Group Dinner or Opening/Closing Lunch Sponsor) (Three Slots Available)
• Signage at event and in conference agenda
• Presentation of company logo and web address in print, electronic, and other marketing
• Inclusion of two corporate brochures in registration materials distributed to attendees
• Tabletop for literature distribution
• Complimentary attendance for two company executives, one of whom may also be a panel participant/speaker/ moderator as appropriate
• Named sponsor of the group dinner or group lunch on first or second day
• Full-page, 4-color ad in special print magazine, Private Company Director
Silver ............................................$30,000(Four Slots Available)
• Signage at event and in conference agenda• Presentation of company logo and web address in
print, electronic, and other marketing• Inclusion of one or two corporate brochures in
registration materials distributed to attendees• Tabletop for literature distribution• Complimentary attendance for one company
executive, who may be a breakout or workshop facilitator as appropriate
• Named sponsor of a coffee/refreshment networking break• Half-page, 4-color ad in special print magazine,
Private Company Director
Bronze ..........................................$20,000(Four Slots Available)
• Signage at event and in conference agenda• Presentation of company logo and web address in
print, electronic, and other marketing• Inclusion of single corporate brochure in registration
materials distributed to attendees• Complimentary attendance for one company executive,
who may be a breakout or workshop facilitator as appropriate
• Access to shared table for literature distribution
Supporting................................................ $15,000(Two Slots Available)
• Signage at event and in conference agenda• Presentation of company logo and web address in
print, electronic, and other marketing• Inclusion of single corporate brochure in registration
materials distributed to attendees• Access to shared table for literature distribution
Sponsorship Opportunities
PRIVATE COMPANY GOVERNANCE SUMMIT
• Title sponsor, Private Boards of the Year Awards Presentation: +$7,000• Conference badge lanyard sponsorship: +$3,000Sponsorship Add-Ons
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