2022 Next Gen Retreat

Deadwood Mountain Grand Hotel | Photo Credit

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.

Speakers

Kevin Hancock

Kevin Hancock

Kevin Hancock, 6th Generation owner of Hancock Lumber Company, will share his journey of personal discovery while at the helm of his family business. He'll share how you can strengthen the voices of your employees through listening, empowering, and shared leadership.

Sandi Mitchell

Sandi Mitchell

Professional EOS Implementer®
CEO of APEX Catalyst Group

View Bio
Kathryn Katz

Katie Katz

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

View Bio
Kristen Boyle, Eide Bailly

Kristen Boyle

Manager, Outsourced Accounting
Eide Bailly LLP

View Bio
Kristie Rants

Kristie Rants

Senior Manager, Outsourced Accounting
Eide Bailly LLP

View Bio

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.

Understand and be better equipped to manage the complexities of family businesses
Developed leadership and communication skills
Understand the intricacies of being part of a family enterprise
Communicate information and resolve conflicts constructively

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