The Closely Held Business Summit will begin with registration, networking, and breakfast from 7:45 to 8:45 a.m. on Friday, September 13. 

Summit sessions will begin at 8:45 a.m. and the event will conclude at 3:45 p.m.  Breakfast and lunch will be served at the Summit.

Closely Held Business Summit sessions include:

No Man's Land

Speaker: Doug Tatum, Newport Board Group, Author, No Man's Land: Where Growing Companies Fail

Every growing company ultimately faces a pivotal transition that requires that they grow through a highly dangerous and many times fatal transition – No Man's Land a transition when the company is “too big to be small and too small to be big”.

The challenges of this inevitable transition will be outlined in the presentation given by Doug Tatum the author of the award-winning published book “No Man’s Land – What to do when your company is too big to be small and too small to be big.”

Using data and research from the Business Dynamics Research Consortium – Doug will outline the new normal facing entrepreneurs transitioning to No Mans Land and will provide an update on the structural change in the U.S. Capital Markets and the implications of those changes to growing companies in the United States today. 

On The Road: Reflections on a Career of Running Private Companies

Panelists: Clyde Bailey Jr., President, Bailey's Fine Jewelry, Kris Carroll, President, Grady-White Boats, Joan Maxwell, President, Regulator Marine, Inc., Billy Pyatt, Co-Owner, Catawba Brewing
Moderator: Steve Stephenson

Any closely held business owner or stakeholder knows that the road to success can be full of detours. This panel discussion will walk you through the personal highs and lows of our panelists as they describe starting, moving through the ranks, and succeeding in their respective businesses and industries. 

Highways and Byways: Transitions and Transactions of Midsized Companies

Panelists: Deana Labriola, Karen Albritton, Partner, Newport LLC, and Matt Thompson
Moderator: April Mills

One of the best ways to learn is by example. This panel will lead attendees through several real-life midsized company scenarios, including creating ownership options for your leadership team; owner dilemmas regarding business succession; the importance of an essential team; and buying and selling scenarios. 

In the Driver's Seat: LARPing a Day in the Life of a Closely Held Business

Ward and Smith Speakers: Adam Beaudoin and Devon Williams

This LARP (Live Action Role Play) session will allow attendees to interact with our speakers and their tablemates as they play a role and act out real-life situations that many business owners and key stakeholders have or may run into. Potential roadblocks discussed might include how to attract and retain key talent, impropriety within the family unit that runs the business, and embezzlement.

I Call Shot Gun! Rapid Fire Legal Update

Ward and Smith Speakers: Lauren Taylor Arnette, Angela Doughty, Merrill Jones, and Steve Long

This session will cover a whole lot of legal knowledge, condensed into short sound bites. Ward and Smith attorneys will present on a variety of topics that affect closely held businesses, including employee benefits, business succession, family law considerations, and privacy and data security. 


Are We There Yet? Open Q&A with Ward and Smith

Ward and Smith Speakers: Lauren Arnette, Adam Beaudoin, Angela Doughty, Brad Evans, Merrill JonesDeana Labriola, Steve Long, Matt Thompson, and Devon Williams

Most of us get antsy by the end of a long trip and business owners are no exception!  This session will give you a chance to ask all the questions you want to a group of attorneys from different practice areas.  Don't worry about feeling shy, all of the questions will be texted to our team anonymously and answered from the stage.