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2019 Annual Conference

Wednesday, May 1 - Friday, May 3

AFHE is hosting its 2019 Annual Conference & Membership Meeting at The Driskill Hotel in Austin, Texas.



Conference Agenda

Wednesday, May 1, 2019

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

Thursday, May 2, 2019

  • 7:30 a.m. – 8:30 a.m. Registration & Breakfast
  • 8:30 a.m. – 8:45 a.m. Conference Opening Remarks
  • 8:45 a.m. – 9:45 a.m. Qualified Small Business Stock: The Quest for Quantum Exclusions (Queries, Qualms, and Qualifications) Presented by Paul S. Lee, JD, LLM
  • 9:45 a.m. – 11:00 a.m. What’s Next for Family Dynasties Presented by Mitzi Perdue
  • 11:00 a.m. – 11:15 a.m. Break 
  • 11:15 a.m. – 12:30 p.m. What’s Next for the Families of Midmark? Presented by Anne Eiting-Klamar, MD
  • 12:30 p.m. – 1:30 p.m. Luncheon
  • 1:30 p.m. – 2:45 p.m. The Sale of A 100-year-old Company, and Rebuilding of a 65-year-old Foundation: The Story of the Allyn Family, Welch Allyn, and the Allyn Family Foundation Presented by Eric Allyn & Meg O’Connell
  • 2:45 p.m. – 3:00 p.m. Break
  • 3:00 p.m. – 4:30 p.m. Power Panel of Keynote Speakers - Panelists: Eric Allyn, Dr. Anne Eiting-Klamar, Ellie Frey, Meg O’Connell & Mitzi Perdue; Moderated by: Amelia Renkert-Thomas
  • 5:00 p.m. – 6:00 p.m. AFHE Board Meeting (For AFHE Board Members Only)
  • 7:00 p.m. – 10:00 p.m. Cocktail Reception & Dinner

Friday, May 3, 2019

  • 7:30 a.m. – 8:30 a.m. Breakfast
  • 8:30 a.m. – 8:45 a.m. Conference Opening Remarks
  • 8:45 a.m. – 10:00 a.m. In Bad Faith: When Clients Force You to Re-Evaluate Your Role Presented by Blair Trippe
  • 10:00 a.m. – 10:15 a.m. Break
  • 10:15 a.m. – 11:30 a.m. Two Transitions: Viewpoint of a 3rd Generation Philanthropist Presented by Ellie Frey Zagel & Susan Meyers
  • 11:30 a.m. – 12:45 p.m. Luncheon
  • 12:45 p.m. – 2:00 p.m. Is the Family Foundation Just Like a Yacht? The Family Foundation as Family Enterprise Presented by David Burleigh
  • 2:00 p.m. – 2:15 p.m. Break
  • 2:15 p.m. – 3:30 p.m. It Was the Best of Times, It Was the Worst Of Times: Transitions and Dysfunction Presented by Arden O’Connor
  • 3:30 p.m. – 4:00 p.m. Updates from the Family Firm Institute & Attorneys for Family-Held Enterprises Presented by Judy Green & Andrew Karlen
  • 4:00 p.m. – 4:15 p.m. Closing Remarks
  • 4:15 p.m. – 5:30 p.m. Closing Cocktail Reception (Dinner on own)

Hotel Info

The Driskill
604 Brazos Street
Austin, TX 78701

Click here to make your hotel reservations.
A room block is available at The Driskill with rates starting at $265 per night. The deadline for hotel reservations is Monday, April 8.


Click on the image to register online.

Click here to download the conference brochure.

Golf Outing - Saturday, May 4

AFHE is organizing an informal golf outing similar to the 2018 outing. Sequential tee times (starting at 10:10 a.m.) have been arranged for Saturday May 4 at Wolfdancer Golf Club. Wolfdancer Golf Club is an award-winning public golf course found just 20 miles east of Austin. Wolfdancer, named in tribute to the heritage to the Tonkawa tribe of Central Texas, will test a golfer’s skills across a mix of terrains. Each player, no matter how skilled, will find Wolfdancer a challenging yet satisfying experience.

Attendees will pay for their own greens fees and refreshments. However, if a golf outing sponsor volunteers, funds will be available to pay for attendees’ box lunches and/or nineteenth hole happy hour refreshments and a trophy. Please contact the AFHE Office if you are interested in being the golf outing sponsor

Date: Saturday, May 4, 2019

Time: 10:00 a.m.

Location: Wolfdancer Golf Club, Austin, TX

Directions:  From The Driskill to Golf Course  
From Golf Course to Airport

Cost: Golfers will pay for their own expenses at the outing.

Have Questions?

For additional information regarding anything AFHErelated please contact AFHE at 201-591-AFHE (2343), or visit www.AFHE.com, or email the AFHE Office.





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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