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

Claim the last spots!

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

Sandi Mitchell is CEO of APEX Catalyst Group, a firm focusing on building leaders and their companies. She has helped over 650 business owners of small and mid-size companies to determine vision, get traction, and be a healthy leadership team!

Sandi is a Professional EOS Implementer, certified executive coach, an ICF Global Prism Award finalist, an award-winning trainer, an international speaker, and best-selling author. 

While Sandi is the CEO of her business, her pups – Coco and Chanel – definitely rule the house!

View Bio
Kathryn Katz

Katie Katz

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

Kathryn A. Katz (Katie) is an Executive Director and Wealth Advisor for the J.P. Morgan Private Bank. As a trusted voice for family business owners, she leads discussions on succession planning, talent development, intra-generational communication, estate planning and legacy building. Katie was previously a partner of HonigmanMiller Schwartz and Cohn LLP, advising ultra-high-net-worth and high-net-worth individuals and families on the development of comprehensive planning strategies, as well as guiding them on the formation and ongoing representation of private foundations and public charities. 

Katie earned her J.D. from Loyola University Chicago School of Law, and her B.A. in History and Political Science from the University of Wisconsin-Madison. 

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Kristen Boyle, Eide Bailly

Kristen Boyle

Manager, Outsourced Accounting
Eide Bailly LLP

Kristen has 20 years of experience helping clients in both the private and public accounting sectors. She has worked in a variety of roles from serving as an accounts payable clerk to a controller. Kristen oversees the Sioux Falls office business outsourcing team which offers bookkeeping and business advisory services to small to mid-sized organizations.

She helps clients with all areas of back office accounting functions and assists in evaluating current processes to find efficiencies, preparation and review of financial statements and advice on metrics for evaluating company performance. Kristen and her team also help document company policies and procedures and assists in developing contingency plans. 

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Kristie Rants

Kristie Rants

Senior Manager, Outsourced Accounting
Eide Bailly LLP

Kristie has over 30 years of experience assisting businesses and their owners with accounting and advisory services. She helps clients better understand their overall financial picture. Kristie leads a team in the Bismarck office that provides outsourced accounting and CFO services to small and mid-sized businesses.

Kristie is the firm’s Chair of outsourced and managed services for clients in the contractor industry. She also spends a great deal of her time working in the oil and gas industry and with their service providers. 

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

Register today

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

Register today