few spots remain!
October 6-7, 2022
Deadwood Mountain Grand Hotel in the Black Hills of Deadwood, SD
Build your peer network and learn alongside other Next Gen leaders.
Whether you are already leading your company or won't be stepping into leadership roles for several years, you will find value at the Next Gen Retreat.

Sandi Mitchell
Professional EOS Implementer®
CEO of APEX Catalyst Group

Katie Katz
Executive Director and Wealth Advisor
J.P. Morgan Private Bank

Kristen Boyle
Manager, Outsourced Accounting
Eide Bailly LLP

Kristie Rants
Senior Manager, Outsourced Accounting
Eide Bailly LLP
About Next Gen Retreats
The next generation program is designed to empower, engage and enthuse the next generation of family business leaders.
The goal is to help the next generation learn more about the family business and assist them with a smooth transition into the business. The program is uniquely designed to accommodate the future leaders in each family business.
Who is "Next Gen"?
Consider attending a Next Gen Retreat if you are:
Transitioning into ownership
Not yet employed in the family business
Recently began working for the family business
Working in family business and beginning succession conversation or process
Interested in developing skills in areas such as emotional intelligence, leadership development and business development skills
To inquire about virtual options, please email fba@usd.edu or call 605-274-9530.
Agenda
Wednesday, October 5
Welcome evening reception, an optional come and go reception, at Bill's.
Heavy hor d'oeuvres and beverages served.Thursday, October 6
Breakfast buffet served
Welcome and kickoff – Stephanie Larscheid
Break
Fostering Entrepreneurial Spirit in the Next Generation – Katie Katz of J.P. Morgan
Break
Understanding Financials – Even if You're Not a Numbers Person – Kristen Boyle and Kristie Rants of Eide Bailly
Lunch
Setting Yourself Up for Success, One Quarter at a Time – Sandi Mitchell
Sustainable Investing Presentation
Tour Reptile Gardens followed by a reception, open to all PFBA members
Food and drink will be provided.Friday, October 7
Breakfast buffet served
Journey of Personal Discovery – Kevin Hancock of Hancock Lumber
Break
Small group breakouts
Table topic roundtable discussions
Goal setting
Noon conclude