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Family Business Forum

Presented by WMC Foundation

Building a Future for Your Family Business

Join the WMC Foundation for the inaugural Family Business Forum. This invitation-only
retreat is an opportunity for middle market and upper middle market family business owners and executives to convene, benchmark and share best practices on timely topics such as: governance, succession planning, family office, family meetings, philanthropy, geopolitics and economic outlook. Registration is limited to 85 executives from across the state.

Date:
April 23-24, 2025
Time:
1:00PM - 10:30AM
Venue:

EVENT AGENDA

2025 Program

Program subject to change

WEDNESDAY

Session Sponsored By

1:00PM

Registration

1:30PM

Welcome & Opening Remarks

1:45PM

Few Families Achieve Legacy: Turning an Estate Plan into a Legacy Plan

Tom Rogerson

President & CEO, GenLegCo.

2:45PM

Break

3:00PM

Family Business Executive Fireside Chat

Louie Gentine

CEO, Sargento

4:00PM

Philanthropy Best Practices

Gabe Conger

President, Bradley Impact Fund

Dan Stier

President & Chief Investment Officer, Operose Advisors

5:00PM

Hotel Check-In

6:00PM

Cocktail Hour

7:00PM

Dinner: Geopolitics & Risk in an Uncertain World

Peter Scher

Vice Chairman, JPMorgan Chase

8:00PM

Reception

Program subject to change

THURSDAY

Session Sponsored By

7:00AM

Breakfast

8:00AM

Speaker Panel Exec Case Study

Patrick Flesch

President & CEO, Gordon Flesch Co. Inc.

Kathryn Poehling Seymour

President & CEO, First Supply

Robert Wahlin

President & CEO, Stoughton Trailers, LLC

9:00AM

Large Group Discussion

Josh Gentine

Founder, Bench Consulting

Wade Goodsell

COO, WMC; President, WMC Foundation

10:15AM

Closing Remarks

10:30AM

Adjourn

Future Wisconsin Summit 2022

Pricing

*Early Bird Pricing Ends November 19th

Individual Registration- Early Bird Rate:        $125.00

Table of 8 People Registration- Early Bird Rate:        $950.00

Cancellation & Substitution Policy:

Cancellations must be submitted in writing 7 business days prior to the event date for a full refund. Cancellation received less than 7 business days of the event date will receive a 50% refund. Cancellations received with less than a 24-hour notice will forfeit refund. No refunds will be made on uncancelled registrations or no-shows. Substitutions are accepted at any time. We reserve the right to cancel an event due to low enrollment, or other circumstances which would make the event nonviable. If we cancel an event, registrants will be given a full refund. Please contact us if you have any questions about the event at 608-258-3400.

WISCONSIN FAMILY BUSINESS FORUM

Founding Partners

Michael Best logo

HOST SPONSORS

REGISTRATION SPONSOR

Special thanks to our WMC Foundation Sponsors for their commitment to our events and programs throughout the year!

Alliant Energy Corporation • Alto-Shaam, Inc. • Amcor Flexibles NA • Aon Risk Services Central, Inc. • Ariens Company • Ashley Furniture Industries, Inc. • Associated Banc-Corp • Badger Meter, Inc. • Baker Tilly • Bank of America • Bank of Sun Prairie • Bassett Mechanical • Belmark, Inc. • BMO Harris Bank • Brakebush Brothers, Inc. • Campbell Wrapper Corp. • C.D. Smith Construction, Inc. • CentroMotion • Dairyland Power Cooperative • Delta Dental of Wisconsin • Eaton Corporation • Fairbanks Morse • Fearings • First Business Bank • First Supply LLC • Gamber-Johnson LLC • Godfrey & Kahn • Grande Cheese Co. • Greenheck Group • Hydrite Chemical Co. • Incredible Bank • Jack Link’s Protein Snacks • JJ Keller • John Deere Horicon Works • J. P. Cullen & Sons, Inc. • Kikkoman Foods Foundation, Inc. • Kwik Trip, Inc. • Lakeside Foods, Inc. • M3 Insurance • Mercury Marine • Michael Best & Friedrich LLP • Michels Corporation • Packaging Corporation of America • Plexus Corp. • Prent Corporation • Riley Construction Company, Inc. • Sargento Foods, Inc. • S. C. Johnson & Son, Inc. • Society Insurance • Teel Plastics, Inc. • The Boldt Company • The Lynde and Harry Bradley Foundation, Inc. • US Venture, Inc. • Wahlin Foundation, Inc. • Waupaca Foundry, Inc. • Wegner CPAs • Wintrust/Town Bank • WIPFLI LLP • Wisconsin Association of Independent Colleges & Universities • Wisconsin Energy Corporation • WPPI Energy • WPS Health Solutions • Wysocki Family of Companies

Wade Goodsell

QUESTIONS?

Contact Wade Goodsell or Brittany Rockwell  with any questions.