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Presents:
Thursday, June 13, 2019 7:00 AM - 11:30 AM | Italian Community Center
An Owner’s Guide to the Future We’re surrounded by inevitable changes, from AI to generational workforce shifts, but not all change is progress and sometimes knowing what shouldn’t change is more than half the battle. Join nationally-recognized futurist David Zach for some fascinating forecasts and clear-headed observations about what traditions we should hold onto. Following the keynote presentation, the owners of Bartolottas Restaurants, Wisconsin Lift Truck (part of Wolter Group LLC) and Ariens Company will share insights, philosophies and stories about how they have navigated the complex issues related to growing a successful closely held business. »
Joe Bartolotta, President & Co-Owner, and Paul Bartolotta, Chef & Co-Owner, The Bartolotta Restaurants
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Keith Trafton, COO & Managing Partner, The Bartolotta Restaurants
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Jerry Weidmann, President, Wisconsin Lift Truck, part of Wolter Group LLC
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Dan Ariens, Chairman & CEO, Ariens Company
J. BARTOLOTTA
ZACH
TRAFTON P. BARTOLOTTA
ARIENS WEIDMANN
Roundtable Discussions After the presentations, roll up your sleeves and join the 12 concurrent roundtable sessions led by family & closely-held company leaders. Confirmed roundtable speakers include representatives from Maglio Companies, Trester Metropolitan, Crescent Electric Supply Company, Chiappetta Shoes, JCP Construction and Rupenas Fine Foods. » Sam Maglio, President, Maglio Companies » James Phelps, President, JCP Construction » Tony Chiappetta, CEO, and Nick Chiappetta, COO, Chiappetta Shoes
MAGLIO
Throughout the morning, the presenters will share their insights and experiences on topics such as: • Accountability • Communication & Culture • Conflict management
• Crucial conversations & Family Dynamics • Estate planning & Family Legacy • Family Council
T. CHIAPPETTA PHELPS
N. CHIAPPETTA
• Leadership Development • Strategic Planning & Growth • Succession Planning
This is your annual opportunity to learn from those who are on the same journey as they strive to build wealth and create a lasting legacy.
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