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2nd Annual Family and Closely Held Business Summit

  • Hyatt at Olive 8, Third Floor Ballroom 1635 8th Ave Seattle, WA 98101 (map)

[Register by October 21, 2016]

Bader Martin, BMO Capital Markets, Garvey Schubert Barer and USI Kibble & Prentice are co-hosting the 2nd Annual Family and Closely Held Business Summit. It will address the pressing issues that will impact family and closely held businesses now and in the future, especially after the outcome of the upcoming presidential election.


Family and closely held businesses.


  • Family and closely held business advisors from law, accounting, private equity and insurance
  • A roundtable panel of regional CEOs for a 360° view of business succession planning and exit
  • An award-winning speaker and business consultant, Anna Liotta, whose deep understanding of generational demographics and dynamics have assisted family and closely held businesses overcome generational differences to ensure trust and long-term success

Leave the program with practical, actionable strategies for addressing challenges particular to family and closely held businesses.


8:00 am - 8:30 am - Registration

8:30 am - 8:40 am - General Welcome

8:45 am - 9:45 am - The Long March to the 2016 Elections and the Economy, Michael Boland, Founder, Dome Advisors LLC

9:45 am - 10:30 am - Estate and Business Succession Planning Hot Topics: Uncertainty Ahead, Rochelle L. Haller and Harold E. Snow, Jr., Owners, Garvey Schubert Barer

10:30 am - 10:45 am - Coffee Break

10:45 am – 12:00 pm - Many Exits – Which is Right for You?
Roundtable panel featuring regional CEOs who will discuss their experiences with different types of exits

12:00 pm - 12:45 pm - Luncheon Keynote – The Economic Implications of Advancing Technology, Thomas McLoughlin, Co-Head of the CIO Fundamental Research, UBS Financial

12:45 pm - 1:30 pm - Shareholder Agreements: Passing the Buck, or Not..., Rod Bench, Principal, Pillar International Insurance Advisors

1:30 pm - 2:15 pm - Partnering with Private Equity, Cameron M. Hewes, Managing Director | Mergers & Acquisitions, BMO Capital Markets

2:15 pm - 2:30 pm - Coffee Break

2:30 pm - 3:15 pm - Preserving Family Wealth: Tax Strategies for Family Business Transfers in 2016 and Beyond, David A. Stiefel, Managing Principal, Bader Martin

3:15 pm - 4:15 pm - Managing Generational Differences in Your Business, Anna Liotta, Author & National Speaker

4:15 pm - 4:30 pm - Closing Summary – Recap & Look Ahead

4:30 pm - Cocktails 


Michael Boland
Founder, Dome Advisors LLC

Rod Bench
Senior Managing Director, 
USI Kibble & Prentice
206.695.9175 Tel

Rochelle L. Haller
Owner, Garvey Schubert Barer
206.816.1416 Tel

Cameron M. Hewes
Managing Director | 
Mergers & Acquisitions,
BMO Capital Markets

Anna Liotta
Author & National Speaker

Thomas McLoughlin 
Co-Head of the CIO Fundamental Research, UBS

Harold E. Snow, Jr.
Owner, Garvey Schubert Barer

206.816.1418 Tel

David A. Stiefel
Managing Principal, 
Bader Martin
206.667.0317 Tel