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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Thursday, October 01, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    In the normal course of family business, family members and their trusted advisors often find it difficult to decipher what is going on when tensions rise in various meetings.  Discussions can go off track and emotions run high without a clear understanding of what needs are being expressed. 

    Well-planned and regularly scheduled family meetings provide a space for family members to discuss the family-related aspects of being in business together such as: the impact of family dynamics on business performance; family member employment policy; the family challenges in generational succession; or how to support family well-being in the context of growing the business. Without a place to have these conversations, family issues “leak” into other meetings and can undermine important ownership and management discussions, to everyone’s frustration. Trusted advisors can help their clients understand the value of investing in creating effective family meetings and help to facilitate them.

    In this 90 minute workshop advisors will:

    • Explore the appropriate place and purpose of family meetings in the context of family business governance.
    • Learn how to help their clients prepare for and run an effective family meeting.
    • Increase their ability to identify what makes family meetings effective and what throws them off course.
    • Understand how trust among family members plays an essential role in successful family meetings and what they can do to help trust grow.
    • Discuss a list of valuable family meeting topics they might facilitate.
    • Learn the “Road Tested Rules” of creating effective family meetings developed by the presenters over many years facilitating family meetings in enterprises ranging from mom-and-pop shops to the top of the Forbes 400 and everything in between.

    Speakers:

    Don Opatrny, LMFT, Family Business Advisor/Owner Lovins Group, LLC

    Don founded the Lovins Group with Alan Lovins in 2008 and continues today as Co-Owner and President. Don’s unique approach to family business consulting blends his own firsthand family business experience together with useful techniques gathered in years of practice as a Licensed Marriage and Family Therapist. He has a passion for finding what works in the context of each family's unique circumstances. He is committed to co-discovering the steps clients are able to take in order to get "unstuck" and to bring them closer to realizing their own visions of success.

    Don Opatrny has successfully facilitated hundreds of family meetings over the past 10 years—ranging from multi-generation destination retreats to purposeful sibling dinner meetings, and from guided intimate discussions on difficult topics to fun-filled learning adventures mixing multiple family branches.

    Don‘s work spans a wide spectrum of families—from the top of the Forbes 400 list to mom and pop shops and from first generation entrepreneurs to a seventh generation massive group of family shareholders.

    Don’s intention is to inspire, support, challenge and empower business owning families to take their own action steps and to have meaningful discussions with one another on the topics that matter most to them. Don works closely with clients to create customized consulting processes which allow them to meet current objectives in both their family and business. In the process, clients develop the life-long relationship skills they need to manage effectively after the engagement is complete. Don considers calls from clients sharing their excitement of having created their own solutions to new challenges as the touchstone of a good consultancy.

    Keith Michaelson, Family Business Advisor/Owner Lovins Group, LLC

    As a family business advisor and owner in The Lovins Group, Keith helps families navigate the challenges of major transitions in business ownership and leadership. With his help, families approach and discuss the difficult issues that have been creating tension and conflict in the family and holding back progress in the business. Recent assignments have included helping the founders of a national retail business transition leadership to the second generation; working with four second generation siblings to sort out differing agendas around governance, family compensation and employment policies; and helping two generations resolve conflicts emerging from the sharply different visions they held for the future of their legacy family business.

    Keith became a partner in The Lovins Group after 25 years of experience working with leaders and leadership teams in major corporations and non-profit organizations, including The World Bank, The American Institute of Physics, Eversource (Northeast Utilities), Con Edison, General Electric, Citigroup and USA Today. He has a passion for helping organizations perform to their highest potential and a unique ability to help business leaders integrate their own personal growth with improvement in organizational performance. He has served as an executive coach to senior leaders in the utility, publishing and financial services industries.

    Keith’s education includes an MBA from the Yale School of Management, an M.A. in executive coaching from Middlesex University in London and an M.A. in Marriage and Family Therapy from Fairfield University. Keith is a licensed Marriage and Family Therapist.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session, or $200 for the entire Fall Conference webinar series (5 webinars).

    Non-Members:  $80 per webinar session or $260 for the entire Fall Conference webinar series (5 webinars).


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, October 01, 2020
    • 6:00 PM - 7:00 PM (UTC-07:00)
    • Zoom Meeting (Details to Be Sent Day of Program)
    Register

    You are invited you to join Mike Whitty and guest sommelier Ryan Arnold for a delicious comparison of two close rival wine producing regions, Italy (specifically Piedmont and Veneto; saving Tuscany for a future event) and France (specifically Burgundy). We will taste 4 different wines, two whites and two reds from each region. We’ll discuss the different qualities of the grape varietals and the different wine producing traditions for each region. Attendees are encouraged to purchase their own wine in advance to participate in the tasting. We will be tasting the following wines (all retailing between $17 and $25):

    WHITE / BLANCO / BLANC: Italian whites are often overlooked for the more popular reds. This stops now! Soave is one of the most age-worthy whites in Italy and really shines when it’s made from 100% Garganega. Let’s compare it to a 100% Chardonnay from Burgundy, France. This is also a fun exercise to how to taste for oak in wine production.

    RED / ROSSO / ROUGE: It’s often said that Tuscany is the Bordeaux of Italy because of the similar use of grapes and blending practices. Piedmont is often compared to Burgundy as the wineries typically focus on one grape, Nebbiolo (Think Barolo, Barbaresco). Burgundy makes the best Pinot Noir in the world. These grapes are similar as they’re high acid, tannic, and display bright red fruit characters like sour bing cherry and strawberry.

    SPEAKER:

    AFHE President Michael Whitty has stepped in to lead the discussion for the Italy vs Burgundy Comparative Wine Tasting. Michael already helped pick out the wines. Michael is not (yet) a certified sommelier but is definitely a student of wine, having three wine apps on his telephone and a subscription to Wine Spectator magazine. Michael has visited vineyards in Burgundy, Napa, and the Russian River Valley area of Sonoma County. Registrants will receive a PDF of his advance tasting notes.

    Michael is a Partner at Freeborn & Peters LLP in the Corporate Practice Group in their Chicago office. He concentrates his practice in estate planning, taxation, and estate and trust administration. Michael represents business owners, principals of venture capital and private equity funds, key executives, investors, and other high-net-worth individuals in planning for the preservation and transfer of their wealth.


    REGISTRATION FEES:

    There is no charge to participate in this webinar, but pre-registration is required.



    • Thursday, October 08, 2020
    • 1:00 PM - 3:00 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Quantum Performance Training™ (QPT) is a multi-disciplinary training curriculum for leaders, managers, teams and client facing staff. QPT integrates world-class strategies for total performance enhancement into a proven system delivering:

    • Prioritization & Decision Making
    • Surviving & Thriving in Challenging Times
    • Lifestyle Design for Optimal Work/Life Balance
    • Proven Business Success Strategies
    • Leadership & Learning Mastery
    • Creative Solutions to Address Challenges & Goals
    • Enhanced Health, Immunity & Longevity
    • Stress Reduction, Mindfulness & Resilience
    • Communication Skills & EQ Enhancement
    • Change Navigation Leadership
    • Time, Schedule and Presence Mastery
    • Cybersecurity & Making Tech Work For You

    PT provides a proven, out-of-the-box solution for sustainable personal, professional and organizational growth, development and transformation.

    QPT supports Peak Performance on Demand™ in all facets of personal & professional life. QPT was created by a dedicated team of world-class performance coaches, with over a century of combined experience working with the Fortune 100, with a predominant focus on the financial services, wealth management and banking industries.

    This unique multi-phase program supports leadership and team development in key performance indicators, including: life quality, optimal work/life balance, strategic decision making, communication fluidity, conflict resolution, competence, enhancement, increased productivity & job critical results, job satisfaction and retention, engagement and client, retention and business growth. The QPT curriculum has demonstrated continuous hi-impact results with thousands of graduates worldwide since 2007.

    Speakers:

    • Matthew Cross, Founder & CEO, LeadershipAlliance.com  Matthew is the world’s top priority strategist, Deming quality scholar, author, speaker and Hoshin specialist. A two-time TEDx speaker and competitive athlete, Matthew designs breakthrough strategies for personal+professional growth and transformation. He’s authored 8 books, including The Hoshin North Star Process and Nature’s Secret Nutrient: PEAK Health, Performance & Longevity with Robert Friedman, M.D., which “Deserves a Nobel Prize in Medicine” according to a NYTimes bestselling author. Lead founding partner of Quantum Performance Training and the Leading Edge Performance Institute, Matthew’s mission includes supporting people and organizations to best plan, act, learn, achieve and transform. His clients include Blackrock, Bank of America, Wells Fargo, Merrill Lynch, UBS, Allianz, Home Depot, Morgan Stanley, The American Red Cross and Stanford University.
    • Chris Johnson, Founder & President, OnTarget Living - Chris is America’s Peak Performance Coach with over 30 years experience in the health and fitness industry. As the founder and CEO of On Target Living, Chris travels around the world speaking and training people to live a healthier lifestyle “One Step At A Time”! Chris holds a Masters Degree in Exercise Physiology, certifications from ACSM, NASM, ACE, CNHP, and is a faculty member of A4M, teaching physicians around the world his REST/EAT/MOVE training program. Chris is a change leader in health and fitness—“Nobody makes a greater impact on a person’s health than this guy”! His clients include Merrill Lynch, Ivy Funds, Morgan Stanley, Wells Fargo, Nationwide, Raymond James and the American Heart Association.
    • Dr. Phil Nuernberger, Founder & President, Strategic Intelligence Skills - Dr. Nuernberger is an internationally recognized pioneer and leader in self-mastery disciplines and executive training. In the 1970s Dr. Phil was one of the first to establish and direct a successful clinical biofeedback program in a major neurological clinic and provide stress management training to executives and concentration/meditation skills. Dr. Phil developed a unique MBA course in the personal skills of self-management and leadership and taught in two universities. For over 15 years, Dr. Phil was a visiting faculty member for Executive Education at Wharton School of Business. He is an accomplished meditation practitioner/teacher, karate black belt and author of 6 books. His clients include Cargill, Unisys, Merrill Lynch, Wells Fargo, US Trust, and the Securities Industry Institute.
    • Diana Doroftei leads the Cybersecurity Awareness and Education Initiatives at Oliver Wyman, a leading management consulting firm.  She educates its 5000+ employees worldwide on how to protect the company’s systems against cybercrime and how to leverage technology to better deliver business projects and results for clients. Diana holds a Masters of Science degree in Technology Management from Columbia University and a bachelors degree in Economics from Romania. She previously worked for Leadership Alliance, a management strategy consulting firm working with Fortune 100s worldwide. She is a founding partner of the Leading Edge Performance Institute, delivering executive training programs within the financial industry. Diana was also the operations lead for a custom designed eLearning platform created for the Financial Advisors at Merrill Lynch/Bank of America. Diana is co-author of The Little Book of Romanian Wisdom, a #1 Amazon Bestseller in America, featured in The Huffington Post.

    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.


    • Thursday, October 15, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Marc Stefanski from Third Federal will share how his family started the bank and how it grew into a savings and loan powerhouse in Cleveland by going public.  Throughout the company's history, they have been focused on helping people in the community through the Third Federal Foundation and Rhonda's Kiss Foundation.  Marc will also discuss how the 3rd generation of his family is taking on the leadership roles in the firm.  With the company's growth and continue family ownership, Marc will share how his family  is facing the challenges of maintaining the culture and values that the founds instilled in the family and the institution. 

    Marc Stefanski joined Third Federal in 1982 and succeeded his father, founder Ben Stefanski, as chairman and chief executive officer of Third Federal in 1987. Mr. Stefanski has maintained and grown the mission his parents established when they founded the company in 1938 – helping people achieve the dream of home ownership while creating value for its customers, communities, associates and stockholders.

    The company achieves its mission while staying true to its values of love, trust, respect, and a commitment to excellence.

    Since Mr. Stefanski became chairman, Third Federal has grown from $1.8 billion to $14.5 billion today, with retail branches in Ohio and Florida. Through the company’s more than 1,000 associates, Third Federal does business in 25 states and the District of Columbia, reaching approximately 65 percent of the U.S. population.

    During his 33 years as Chairman and CEO, Mr. Stefanski has led Third Federal with the belief that the role of a company goes beyond making a profit; that it also has a social responsibility to make the world a better place.

    In 2007, Third Federal made a minority public offering. From the IPO, the $55 million the Third Federal Foundation was created. To date, more than $25 million has been donated to the communities Third Federal serves, supporting education, housing, and health initiatives.

    Beyond Third Federal, Mr. Stefanski is the founder of Rhonda’s Kiss, a charity started in 2015 in the name of his late wife, Rhonda. The charity raises money for hospital programs that support cancer patients in need by helping them to pay for expenses not covered by insurance, such as wigs, rent payments, child care, and transportation to and from treatment appointments. To date, Rhonda’s Kiss has donated $1 million to hospital partners, including the Cleveland Clinic.

    Mr. Stefanski earned a Bachelor of Arts degree with a major in economics at Heidelberg College (now Heidelberg University), and an MBA with a concentration in systems management at Baldwin Wallace College (now Baldwin-Wallace University). In 2003, he was awarded a Doctor in Humane Letters degree from Heidelberg.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, October 22, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    With the historically high lifetime exemptions, we’re in a window of opportunity for families to plan the transition of family business ownership and wealth across generations. Learn through a case study approach how families have utilized private family trust companies as part of their family enterprise to maintain control of family wealth and keep families together.

    Cindy is Founder and President of CLS Consulting, LLC, where she is a consultant and advisor working with high net worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters. Cindy develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics. In working with clients, she draws on the experience she gained working for families who have: 1) experienced a liquidity event, 2) owned a controlling interest in a publicly-traded company, and 3) operated a privately-held business enterprise.

    She co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act allowing for both licensed and unlicensed family trust companies in Ohio. Cindy has formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware.

    Prior to her law career, Cindy worked at Procter & Gamble and United Airlines in the sales and marketing arena.

    Cindy received her J.D., magna cum laude, from Cleveland-Marshall College of Law. She is admitted to practice law in Ohio, Florida (inactive), Wyoming (inactive), and South Dakota. Her Bachelor of Arts degree is in Business Economics from the College of Wooster where she graduated With Honors and Phi Beta Kappa. She also has a Master of Business Administration with a Marketing Concentration from DePaul University where she graduated With Distinction.

    In addition to her significant work with non-profit organizations, Cindy is an active volunteer with American Brittany Rescue having fostered over 25 dogs. Welcome Back Ranch, LLC is Cindy’s personal business venture specializing in boarding retired horses that can no longer be ridden. Her business plan centers on providing high quality care for senior horses to live out their lives in a herd environment on her 85-acre farm in Valley City, OH.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.




    • Thursday, November 05, 2020
    • 3:00 PM - 4:30 PM (EST)
    • Zoom (Details provided the day prior to the program)
    Register

    A 5th generation member of an active family enterprise provides an in-depth look at how one family in south Georgia has used intricate family governance structures and intentional decision-making processes to navigate through fortunate and challenging times. The speaker compares the notes of the various advisers who have helped create and implement these family governance structures, and also shares intimate personal experiences (both positive and negative) of family members at each generation with respect to issues surrounding family governance and decision-making processes.

    Thompson Turner is part of the 5th generation of family ownership at the W.C. Bradley Company and has participated in both the business and charitable endeavors of his family’s enterprise. W.C. Bradley was founded in 1885 in Columbus, Georgia and is still privately held by the family of its founder. The company heritage includes operating diverse businesses. Today, it is comprised of the following companies focused on home and leisure products and services: Char-Broil, Zebco Brands, Lamplight, and W.C. Bradley Co. Real Estate. The Bradley-Turner Foundation, using contributions from the company’s success, supports the community and region through many different programs. The foundation is one of the largest charitable foundations in Georgia.

    As an estate planning attorney, Thompson's practice focuses on all aspects of sophisticated estate and wealth transfer planning as well as estate and trust administration. His experience includes creating and implementing straightforward and complex estate plans, advising clients on wealth transfer tax issues, creating and advising private foundations, business succession planning for closely-held businesses, insurance planning and post-death administration of estates and trusts. He holds a B.A. from Vanderbilt University, a Juris Doctorate from Emory Law School, and a Master of Laws in Taxation from Loyola Law School.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.


    • Thursday, November 12, 2020
    • 3:00 PM - 4:30 PM (EST)
    • Zoom (Details provided the day prior to the program)
    Register

    This session will discuss the introduction to framework of five types of transactions and take a  deeper dive on how recaps (minority or majority recapitalization) can be a great alternative to 100% sale.  Our speakers will also discuss the steps in process that are the same for any of the types and the pros and cons of recapitalizations.  A few examples with calculations, steps and key ‘decision points’ and  stories (with ‘dummy’ numbers to maintain confidentiality) will also be shared. 

    SPEAKERS:

    Paul Carleton, Managing Partner, Carleton McKenna & Co, LLC

    Paul has more than 40 years of experience in corporate and investment banking focusing on mergers and acquisitions and capital raising activities for both private and public corporations. Prior to establishing Carleton McKenna, Paul was founder and Senior Managing Director of Carleton, McCreary, Holmes & Company, which was acquired by KeyCorp. Paul was previously Senior Managing Director and Head of Corporate Finance at the regional investment banking firm of McDonald & Company.

    Paul has extensive corporate governance experience serving on corporate boards and not-for-profit boards. He has served on over 15 private company boards and currently sits on the Boards of E & H Family Group, Inc. and Breuer Premium Pet Food, Inc. His not-for profit experience includes Bluecoats, Inc., Baldwin Wallace University, (former Chair) and Playhouse Square Foundation. He previously served on the boards of the Center for Health Affairs; Leadership Cleveland; FBI Citizens’ Academy Foundation; University Hospitals Case Medical Center (Vice Chair) and University Hospitals Medical Group.

    Paul earned his bachelor’s degree from Baldwin Wallace University and his master’s in business administration from Northwestern University. He also received an honorary doctorate degree from Baldwin Wallace University.

    Christopher McKenna, Managing Director, Carleton McKenna & Co, LLC

    Before joining Carleton McKenna, Chris partnered with a private equity firm to buy a Cleveland manufacturing business where he was President and CEO. Previously, Chris was the Director of Financial Analysis with the MacLean-Fogg Company in Chicago where he executed on financial transactions and acquisitions and also managed a business unit.

    Chris was an Associate with the investment banking firm of Rodman & Renshaw in New York, where he was involved with private and public transactions to raise equity, subordinated and senior debt. He began his career in commercial banking in New York with Manufacturers Hanover Trust and Security Pacific Business Credit.

    Chris has served on the boards of a number of private corporations and not-for-profits, including: The First Tee of Cleveland, the Leadership Council of University Hospitals Ahuja Medical Center and The Center for Health Affairs.

    Chris received his B.A. in Economics from Dartmouth College and his M.B.A. with High Distinction from the University of Michigan Business School. Chris enjoys golf, is an avid skier and has passed his skiing passion on to his four children.

    Nora Mahoney, Vice President and Counsel, Carleton McKenna & Co, LLC

    Nora T. Mahoney serves as Vice President & Counsel with Carleton McKenna & Company. She has experience with securities regulation, corporate governance, and broker dealer registrations. Nora is primarily responsible for the execution of capital raisings and private placement assignments across a variety of industries, as well as M&A advisory for business owners.

    Prior to joining Carleton McKenna, Nora practiced in commercial litigation. While in law school, she worked for Ohio Attorney General Mike DeWine where she was actively involved in many aspects of pretrial practice.

    Nora received her B.A. from Baldwin Wallace University, and Juris Doctor and Masters from Vermont Law School. She is a member of the Board of Trustees of Baldwin Wallace University, is actively involved in various nonprofits and associations, and was named by Crain’s Cleveland Business Magazine as one of “20 in their 20s” 2016 Cohort, and by Cleveland Magazine as “One to Watch” in their 2018 talent issue. Nora’s hobbies include yoga and adding to her ever-growing vinyl collection.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



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Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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