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Family & Closely Held Business Summit will be held on June 3

The Family & Closely Held Business Summit Event 2023.

Annual publication of BizTimes Media Family and close business summit will be held from 2:00 PM to 6:30 PM on Monday, June 3 at the Brookfield Conference Center, 325 S. Moorland Road, Brookfield. Click here to register.

The program includes a panel discussion with four family business leaders, including:

Katie Juehringdirector, Glenroy, Inc.

JJ Stanwyckgeneral manager of COST, Inc. and from Refractory Service, Inc.

Mike Moorepresident of Moore Construction Services, LLC

Paul Bostrompresident and chief operating officer of HO Bostrom Company Inc.

After the panel there will be several breakout sessions. Breakout session topics and gifts include:

Moneyless growthpresented by: Adam Tutaj, Scott Reigle, Daniel Sievert and Brian Cooley, all from Meissner Tierney Fisher & Nichols SC

Transferring your company? Start at the endpresented by: Amy Kiiskila and Leesa Gilliam of Annex Wealth Management

Grow and Protect Your Family Legacy: How to Reduce Fraud Riskpresented by: Ivan Gamboa of TriCity National Bank

The Family & Closely Held Business Summit will conclude with a networking reception.

The event is sponsored by Meissner Tierney Fisher and Nichols SC, SVA And TriCity National Bank.

Event partners include Appendix Asset management, Edstrom Advisory Group and the University of Wisconsin School of Business Family Business Center.