2025 Fall Conference

Wednesday, October 15 - Friday, October 17, 2025

WEDNESDAY, OCtober 15, 2025

5:30 p.m. – 7:30 p.m. Opening Cocktail Reception (Dinner on own)

Thursday, October 16, 2025

8:00 a.m. – 8:45 a.m. Registration & Breakfast

8:45 a.m. – 9:00 a.m. Conference Opening Remarks Presented by AFHE President Laura Wartner and Conference Co-Chairs Peter Dougherty and Michael de León Hawthorne

9:00 a.m. - 10:15 a.m. "Growing Families, Not Just Assets: Building Alignment in the Modern Family Office" Presented by Chad Blackburn, KindlyMD, Inc. and Landon Gibbs, Altitude Ventures

10:15 a.m. - 11:30 a.m. "The Family Business Story: Total Quality Inc./Quality Life Science Logistics" Presented by Mark Kellogg, Fraser Trebilcock Davis Dunlap & Cavanaugh, P.C. & Terry Fewless, Quality Life Science Logistics, LLC

11:30 a.m. - 11:45 a.m. Break

11:45 a.m. - 1:00 p.m. "A Family-First Approach to Family Business: Excel Propane and the Kohley Family" Presented by Wayne Kohley, Jordan Kohley and Zach Kohley, Excel Propane and moderated by Corinne Curtis, Warner Norcross + Judd LLP

1:00 p.m. – 2:00 p.m. Luncheon

2:00 p.m. - 3:15 p.m. “Speaking When It Hurts: Media and Messaging in High-Stakes Crises" Presented by Jenny Schmidt, Ravenyard Group, Kristi Huller, KKR and Sasha Fastovskiy

3:15 p.m. - 4:30 p.m. "An 81-Year-Old Family Business Takes the Leap" Presented by Zach Hogan, Hogan Manufacturing, Inc. and Brad Fisher, The Scalable Leadership Group

6:00 p.m. – 9:00 p.m. Cocktail Reception and Group Dinner

Friday, October 17, 2025

8:00 a.m. – 8:45 a.m. Breakfast

8:45 a.m. – 9:00 a.m. Conference Opening Remarks Presented by AFHE President Laura Wartner and Conference Co-Chairs Peter Dougherty and Michael de León Hawthorne

9:00 a.m. - 10:00 a.m. "Air Law for the Family Office" Presented by David T. Norton, Shackelford, McKinley & Norton LLP

10:00 a.m. - 10:15 a.m. Break

10:15 a.m. - 11:30 a.m. "Leadership for Multi-Generational Family Enterprises" Presented by Marc Stefanski, Third Federal

11:30 a.m. - 11:45 a.m. Break

11:45 a.m. - 12:45 p.m. "Protecting the Family Secret Sauce: Preserving and Protecting Intellectual Property Against the Assault on Restrictive Covenants" Presented by Brian Redden, Buechner Haffer Meyers & Koenig Co., L.P.A.

12:45 p.m. – 1:45 p.m. Luncheon

1:45 p.m. - 2:45 p.m. "Planning the Perfect Exit" Presented by David Deutsch, David N. Deutsch & Company

2:45 p.m. – 3:00 p.m. Break

3:00 p.m. – 4:00 p.m. AFHE Presidents’ Forum Presented by John Dadakis, Michael de León Hawthorne, Andrew Karlen, Michael Whitty and Laura Wartner and moderated by Peter Dougherty

4:00 p.m. – 6:00 p.m. Closing Cocktail Reception (Dinner on own)

Saturday, October 18, 2024

8:00 a.m.  Golf Outing at The Amelia River Club (optional, but registration required)

A series of consecutive tee times have been reserved at The Amelia River Club starting at 8:06 a.m. Golfers are responsible for paying their own greens fee of $149 plus tax (includes cart, green and range fees).