2018 Family Innovations Summit: Navigating Growth, Transitions and Exits

May 23, 2018
8:00am — 4:30pm

Tata Innovation Center at Cornell Tech
11 E. Loop Road, New York, NY

Register Here
2018 Family Innovations Summit: Navigating Growth, Transitions and Exits

AnchinNEXT, a specialized group focused to help your company successfully transition your business – to the next generation in your family, to key employees, or via strategic acquisition – is proud to partner with The Smith Family Business Initiative at Cornell University to announce the 2018 Family Innovations Summit. Please join us for this one-day gathering of family business owners and key stakeholders as we explore “Navigating Growth, Transitions and Exits.”

This year’s summit will be held on Roosevelt Island at the new Cornell Tech campus, at the center of innovation. Family businesses will have the opportunity to network and share strategies, as well as hear from those who have successfully navigated the myriad of challenges and opportunities that private enterprises face. Due to limited space, the summit is reserved exclusively for owners and members of family businesses.

The Smith Family Business Initiative at Cornell University is dedicated to supporting and strengthening the network of owners, leaders and alumni that work in, with or for a family business.

For more information or to register, please visit:


8:00 am - 9:00 am | Tata Innovation Center, 11 E Loop Rd, New York, NY

Registration, networking, breakfast

9:00 am - 10:00 am | Large case-room

Welcome remarks

Opening keynote

  • Alan Rosen, CEO - Junior's Restaurant and Junior’s Cheesecake

10:15 am - 11:15 am | Ownership Forum 

The Next Great Entrepreneurial Opportunity: How to Identify Market White Space

  • David Teten - Managing Partner, HOF Capital

10:15 am - 11:15 am | Business Forum 

This Gen Perspectives and Challenges

  • Ashley Fina, Michael C. Fina 

  • Jessica Gerson, Gerson & Gerson 

  • Michael Stanat, SIS International

Moderated by Russell Shinsky, Anchin

11:30 am - 12:30 pm |  Family Forum 

Family Legacy and Innovation: Incompatible?

Why family enterprise thinking is crucial to the future of your family and business.

  • Ann Dugan - Senior Managing Director of Advisory Services, Family Office Exchange

11:30 am - 12:30 pm | Governance Forum 

Healthy Family Governance: Communication, Philanthropic Vision, Legacy Planning, Succession and Education

Moderated by Angela Mwanza - Evergreen Wealth Management, UBS

  • Andrew Tisch - Co-chairman, Loews Corporation 

12:30 pm - 1:30 pm | Bowtie Promenade 


1:45 - 3:00 | SC Johnson large case-room 

Moderated Panel – After the Exit

Moderated by Warner Babcock, Executive Director, New York City Family Enterprise Center

  • Eric Allyn - Former Board Chair, Welch Allyn

Closing remarks

3:00 pm - 4:30 pm | Tata Innovation Center 

Closing reception

Privacy PolicyTerms and ConditionsContactSite Map   Anchin Live © 2018 All Rights Reserved.