In our November/December 2021 edition, Family Business Magazine recognizes a diverse group of family business CEOs for their exceptional leadership. To complement this special feature, we asked three of the CEOs to join us for a webinar discussion on the unique challenges and opportunities of leading a family-owned business.
Wednesday, November 17, 2021
2 PM ET | 11 AM PT
BDO’s Brooke Anderson and Jeffrey Kane will moderate the session with Jason Andringa, President & CEO of Vermeer Corporation, Donna Peterson, CEO of World Innovators, Inc., and Paul Bartelt, CEO of The Vollrath Company, along with David Shaw, Publishing Director of Family Business Magazine. The interactive webinar will address these topics:
- What you wish you had known before you became CEO of a family business
- What impact ESG (environmental, social, governance) initiatives are having on your business and how you’re addressing them
- How are you and the family business addressing other issues, such as COVID protocols, back to work and diversity initiatives
- Advice you have for other family business CEOS or those preparing for those roles
If you are the CEO of a family-owned business or aspire to lead your family company, this webinar will offer insights into what it takes to achieve true leadership success.
Family Business Magazine’s “Family Business CEOs to Watch” section is made possible through the sponsorship of BDO.
President & CEO, Vermeer Corporation
CEO, World Innovators
President & CEO, The Vollrath Company
Private Client Services National Leader, BDO
Brooke has more than 15 years of experience serving high net worth individuals, their families, family offices, C-suite executives and others with complex tax and financial structures. Her expertise centers on trust administration, fiduciary responsibility, gift taxation, generation skipping transfer taxation and estate taxation and planning. Brooke is skilled in working alongside the clients' trusted advisors and focusing on assessing current situations, identifying risks and proposing solutions to achieve the most optimal results.
Currently, Brooke leads the firm's Private Client Services national practice where she is responsible for the strategic growth and operations of the practice. During her career at BDO, she also led the Pittsburgh market as Office Managing Principal of the Tax Practice for several years. Concurrently, she served as the Central Region Private Client Service Leader where she assisted the national leadership team over the last five years in the development of the practice.
Brooke is a current member and Pittsburgh Board Member of YPO (Young Presidents’ Organization) which is a global leadership community of chief executives.
Chair Global Private Client Services Centre of Excellence, BDO
Jeff has over 40 years of experience providing financial and tax advice to high net worth individuals and their families as well as executives of public companies. For over 15 years, he was also the outside CFO to a Forbes 200 family as well as advising them on their income and estate tax matters.
During his career, Jeff has also been the tax advisor to businesses from start-ups and PE owned enterprises, to multi-national, multi-billion dollar companies in manufacturing, retail, real estate, and other industries.
Prior to joining BDO, Jeff led tax practices and offices in the Mid-West for Arthur Andersen and Grant Thornton, as well as being a partner in the Private Client Service group of RubinBrown in St. Louis. He is a member of the Business School Dean’s Advisory Board of the University of Detroit-Mercy and has served on many civic boards in the cities in which he has lived.
Publishing Director, Family Business Magazine
David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.
Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.
- No cost to attend.
- Opportunity for questions and feedback.
- All participants receive a copy of the webinar materials after the event.
- All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
- Unbiased third-party family business education.
- 60 minutes -- maximum value for time.