familyenterprise

Ep 52. How To Develop a Family Council with
Lisa & Jay Daniel of Lodge Cast Iron

Join us for one of our biggest episodes yet as Lisa & Jay Daniel* of Lodge Cast Iron (Lodge Manufacturing) talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings.

You may also catch how excited Michael is, now that he learned how to season his cast iron pans. 

Share this episode with others! 

Our Guests 

Lisa Daniel*

President & COO, Intechgrate Systems 

Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron  

Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago.   Their 3 children have been raised surrounded by both family & business values.  Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron.   

Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council.  The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business.    

Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed.  Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family.  

Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history.

Jay Daniel* 

Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge.  

During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team.  

Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future. 

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*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4385939-022622 

Ep 52. How To Develop a Family Council with
Lisa & Jay Daniel of Lodge Cast Iron

Join us for one of our biggest episodes yet as Lisa & Jay Daniel* of Lodge Cast Iron (Lodge Manufacturing) talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings.

You may also catch how excited Michael is, now that he learned how to season his cast iron pans. 

Share this episode with others! 

Our Guests 

Lisa Daniel*

President & COO, Intechgrate Systems 

Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron  

Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago.   Their 3 children have been raised surrounded by both family & business values.  Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron.   

Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council.  The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business.    

Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed.  Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family.  

Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history.

Jay Daniel* 

Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge.  

During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team.  

Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future. 

--- 

*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4385939-022622 

A former journalist and Pulitzer Prize-winner, she has edited four books, including “Bargaining With the Devil: When to Negotiate, When to Fight,” by Harvard Law Professor Robert H. Mnookin (Simon & Schuster 2010). 

She holds a JD from Yale Law School and a bachelor’s degree from Harvard University.  She clerked for then-Judge Sonia Sotomayor in the Southern District of New York and practiced law for two years before moving into teaching and consulting.  She is based in New York City. 

Kathy can be reached at kathy@kathyholub.com and through her website, www.kathyholub.com. 

Professional certifications: 

Family Firm Institute: dual certificate in Family Business Advising & Family Wealth Advising  

Stalder Mediation: advanced mediation 

The Center for Understanding in Conflict: mediation 

Ackerman Institute for the Family: Foundations in Family Therapy 

New York Peace Institute: mediation  

Memberships: 

Family Firm Institute 

New York City Bar Association 

Greg McCann* 

As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises in the areas of leadership, team building, succession, communication, conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives. Greg has coached leaders, executives, and the rising gen for over 20 years and is certified in Leadership Agility, Challenge of Change in Resilience and Myers-Briggs Type Indicator.  

As a consultant McCann has helped numerous family enterprises transition to future generations. By including all involved members of the family and the business in the consulting process, he ensures that all perspectives are considered. Thus, his clients are able to identify key issues, which can then be addressed directly and honestly in the context of long-term family relationships.  

As a speaker McCann addresses national trade associations, universities and family business forums on Leadership, Character, Generational Opportunities and Family Enterprise. He also speaks about Vertical Leadership Development and Coaching and Mentoring. He speaks with the voice of experience—in an approachable and humorous, yet highly focused style.  

As a thought leader and author, McCann has published many valuable works on family enterprise. His most recent book, Who Do You Think You Are? is about aligning your character with your reputation. His previous book, When Your Parents Sign the Paychecks, deals with the challenges faced by the next generation in family business. The work received a bronze medal in the career category at the 2008 Axiom Business Book Awards. Along with James Hughes, in 2017 he co-created a Chief Learning Officer learning community. 

McCann is certified in, has presented extensively, and has written about the Myers-Briggs Type Indicator as well as Leadership Agility, including their special applications to coaching individuals and family enterprise.

As a coach, McCann has worked with family enterprise leaders, executives, and members of the rising gen since 1998. His approach combines greater self-awareness with creating more effective action and richer relationships. This includes working to align your character with your reputation.  

McCann, now retired after 27 years in academia, was founder and director of the Family Enterprise Center at Stetson University, where he led the effort to develop the nation’s second minor and first undergraduate major in Family Enterprise. He coached his students for over 17 years. He also was the EMBA Cohort Coach. 

McCann is a graduate of Stetson University and the University of Florida, College of Law (J.D.) and has served on the Board of Directors of the Family Firm Institute (FFI) (2005-2008).

He was awarded the institution’s 2016 Interdisciplinary Award for outstanding achievement in the advancement of interdisciplinary services to business families and the 2006 Barbara Hollander Award acknowledging him for a lifetime of achievement in family enterprise education.

He is a FFI Fellow and is certified in Family Business and Family Wealth Advising from FFI. He proudly serves on the InnerWill Board of Directors as well as the Cornell University’s Family Business Center Board of Advisors. 

McCann and Associates is a boutique firm that has worked over the last two decades with family enterprises throughout the U.S. We help cultivate the commitment to family, greater trust, values-based decision making, and longer-term thinking that are vital strengths in well run family enterprises. For more information: www.greg-mccann.com 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3754845-091021

A former journalist and Pulitzer Prize-winner, she has edited four books, including “Bargaining With the Devil: When to Negotiate, When to Fight,” by Harvard Law Professor Robert H. Mnookin (Simon & Schuster 2010). 

She holds a JD from Yale Law School and a bachelor’s degree from Harvard University.  She clerked for then-Judge Sonia Sotomayor in the Southern District of New York and practiced law for two years before moving into teaching and consulting.  She is based in New York City. 

Kathy can be reached at kathy@kathyholub.com and through her website, www.kathyholub.com. 

Professional certifications: 

Family Firm Institute: dual certificate in Family Business Advising & Family Wealth Advising  

Stalder Mediation: advanced mediation 

The Center for Understanding in Conflict: mediation 

Ackerman Institute for the Family: Foundations in Family Therapy 

New York Peace Institute: mediation  

Memberships: 

Family Firm Institute 

New York City Bar Association 

Greg McCann* 

As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises in the areas of leadership, team building, succession, communication, conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives. Greg has coached leaders, executives, and the rising gen for over 20 years and is certified in Leadership Agility, Challenge of Change in Resilience and Myers-Briggs Type Indicator.  

As a consultant McCann has helped numerous family enterprises transition to future generations. By including all involved members of the family and the business in the consulting process, he ensures that all perspectives are considered. Thus, his clients are able to identify key issues, which can then be addressed directly and honestly in the context of long-term family relationships.  

As a speaker McCann addresses national trade associations, universities and family business forums on Leadership, Character, Generational Opportunities and Family Enterprise. He also speaks about Vertical Leadership Development and Coaching and Mentoring. He speaks with the voice of experience—in an approachable and humorous, yet highly focused style.  

As a thought leader and author, McCann has published many valuable works on family enterprise. His most recent book, Who Do You Think You Are? is about aligning your character with your reputation. His previous book, When Your Parents Sign the Paychecks, deals with the challenges faced by the next generation in family business. The work received a bronze medal in the career category at the 2008 Axiom Business Book Awards. Along with James Hughes, in 2017 he co-created a Chief Learning Officer learning community. 

McCann is certified in, has presented extensively, and has written about the Myers-Briggs Type Indicator as well as Leadership Agility, including their special applications to coaching individuals and family enterprise.

As a coach, McCann has worked with family enterprise leaders, executives, and members of the rising gen since 1998. His approach combines greater self-awareness with creating more effective action and richer relationships. This includes working to align your character with your reputation.  

McCann, now retired after 27 years in academia, was founder and director of the Family Enterprise Center at Stetson University, where he led the effort to develop the nation’s second minor and first undergraduate major in Family Enterprise. He coached his students for over 17 years. He also was the EMBA Cohort Coach. 

McCann is a graduate of Stetson University and the University of Florida, College of Law (J.D.) and has served on the Board of Directors of the Family Firm Institute (FFI) (2005-2008).

He was awarded the institution’s 2016 Interdisciplinary Award for outstanding achievement in the advancement of interdisciplinary services to business families and the 2006 Barbara Hollander Award acknowledging him for a lifetime of achievement in family enterprise education.

He is a FFI Fellow and is certified in Family Business and Family Wealth Advising from FFI. He proudly serves on the InnerWill Board of Directors as well as the Cornell University’s Family Business Center Board of Advisors. 

McCann and Associates is a boutique firm that has worked over the last two decades with family enterprises throughout the U.S. We help cultivate the commitment to family, greater trust, values-based decision making, and longer-term thinking that are vital strengths in well run family enterprises. For more information: www.greg-mccann.com 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3754845-091021

Ep 41. Recycling & Reinventing in the Family Business 

On this episode of The Family Biz Show, listen as we talk to three members of the Shine Family* of Manitoba Corp about the various ways a family business can re-invent itself over the generations to stay fresh and on top.

This Weeks Guests

RICHARD W. SHINE 

Richard grew up in Amherst, NY and attended Amherst Central High School.  He attended St. Lawrance University in Canton, NY for his freshman and sophomore years.  He transferred to the University of Buffalo to pursue a business degree, graduating in 1964.  While at UB he participated in Air Force ROTC and was commissioned a 2nd Lt.  in the USAF in September of that year.  He attended pilot training and served six years flying missions all over the world including spending his final active-duty year in Vietnam.  Upon release from active duty in 1970, he found that his intention to become an airline pilot would be a very difficult path since the airlines had hired so many pilots in the prior three years.  Thus, he joined his father’s small local business recycling metals.  Manitoba Corporation only had a total of four employees at that time not including ownership.  They served an area of less than 20 miles from their facility.  He quickly realized that we were strictly a middleman and had no machinery to process metal and worse, many of the accounts the company had, were leaving Western New York in the mid 1970’s.  To survive he leaned upon his training as a pilot and purchased a small airplane with which he and his partner could use to make sales calls very efficiently but still be able to spend the majority of his time overseeing the activities of the company.  The company began to grow and expand and continues to do so today.  Over the years they added a great deal of machinery and equipment as well as personnel.  The trading area of Manitoba grew to encompass much of North America and some overseas business as well.  He continued to fly for the Air Force Reserves and retired with 26 years of service and the rank of Colonel.  Over the years, Manitoba owned and operated a number of different airplanes to support their business.  In 2009 Richard was invited to join the board of directors of the National Business Aviation Association (NBAA) an organization which promotes and supports the use of airplanes for business purposes.  Richard felt that the use of a business aircraft not only was responsible for Manitoba’s growth, but for the company’s very survival and he wanted to give back something to this industry through participation in this organization.  He eventually was elected chairman of NBAA and served in that capacity for two years.  Recently, he sold his company shares to his sons but remains active in the daily operation of the company. 

BRIAN SHINE 

Brian Shine represents fourth generation nonferrous metals recycler as CEO of Manitoba Corporation, which operates two plants: Lancaster (Buffalo), New York, and St. Louis, Missouri, with a primary focus on processing high-grade copper scrap. 

Shine just completed a two-year term as Chairman of the Institute of Scrap Recycling Industries (ISRI) which is a national trade association based in Washington, DC representing 1300 member companies. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3736438-082721 

Ep 41. Recycling & Reinventing in the Family Business 

On this episode of The Family Biz Show, listen as we talk to three members of the Shine Family* of Manitoba Corp about the various ways a family business can re-invent itself over the generations to stay fresh and on top.

This Weeks Guests

RICHARD W. SHINE 

Richard grew up in Amherst, NY and attended Amherst Central High School.  He attended St. Lawrance University in Canton, NY for his freshman and sophomore years.  He transferred to the University of Buffalo to pursue a business degree, graduating in 1964.  While at UB he participated in Air Force ROTC and was commissioned a 2nd Lt.  in the USAF in September of that year.  He attended pilot training and served six years flying missions all over the world including spending his final active-duty year in Vietnam.  Upon release from active duty in 1970, he found that his intention to become an airline pilot would be a very difficult path since the airlines had hired so many pilots in the prior three years.  Thus, he joined his father’s small local business recycling metals.  Manitoba Corporation only had a total of four employees at that time not including ownership.  They served an area of less than 20 miles from their facility.  He quickly realized that we were strictly a middleman and had no machinery to process metal and worse, many of the accounts the company had, were leaving Western New York in the mid 1970’s.  To survive he leaned upon his training as a pilot and purchased a small airplane with which he and his partner could use to make sales calls very efficiently but still be able to spend the majority of his time overseeing the activities of the company.  The company began to grow and expand and continues to do so today.  Over the years they added a great deal of machinery and equipment as well as personnel.  The trading area of Manitoba grew to encompass much of North America and some overseas business as well.  He continued to fly for the Air Force Reserves and retired with 26 years of service and the rank of Colonel.  Over the years, Manitoba owned and operated a number of different airplanes to support their business.  In 2009 Richard was invited to join the board of directors of the National Business Aviation Association (NBAA) an organization which promotes and supports the use of airplanes for business purposes.  Richard felt that the use of a business aircraft not only was responsible for Manitoba’s growth, but for the company’s very survival and he wanted to give back something to this industry through participation in this organization.  He eventually was elected chairman of NBAA and served in that capacity for two years.  Recently, he sold his company shares to his sons but remains active in the daily operation of the company. 

BRIAN SHINE 

Brian Shine represents fourth generation nonferrous metals recycler as CEO of Manitoba Corporation, which operates two plants: Lancaster (Buffalo), New York, and St. Louis, Missouri, with a primary focus on processing high-grade copper scrap. 

Shine just completed a two-year term as Chairman of the Institute of Scrap Recycling Industries (ISRI) which is a national trade association based in Washington, DC representing 1300 member companies. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3736438-082721 

CHAIRMAN OF THE BUTLER/TILL BOARD – FORMER VICE CHAIR AND NOMINATING COMMITTEE CHAIR 

A nationally recognized, women-owned and 100% employee-owned (ESOP) media and communications agency based in Rochester, NY, with an additional office in New York City. 

PRESIDENT, T4 VERGE, INC. 

A boutique business and leadership consultancy focused on WBENC and ESOP leaders whose companies are on the “verge” of transformative change and growth and who would benefit from the guidance of a successful leader. 

EDUCATION 

Bachelor’s degree in Journalism and Business, University of South Carolina (Columbia). 

PROFESSIONAL ACCOMPLISHMENTS 

Grew Butler/Till from its modest beginnings in 1998 into a nationally respected media and communications agency with more than 150 employees and $225M in annual billings. Along the way, amassed a reputation for honesty, fairness, flexibility, and creativity while consistently surpassing expectations in all areas of client and agency relationships and receiving awards for improving quality of services, productivity, and cost savings for numerous national clients, including State Farm, Excellus, Bausch + Lomb, Kodak, and Carestream. 

---------------------- 

*Not associated with Lincoln Financial Advisors  

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.

CHAIRMAN OF THE BUTLER/TILL BOARD – FORMER VICE CHAIR AND NOMINATING COMMITTEE CHAIR 

A nationally recognized, women-owned and 100% employee-owned (ESOP) media and communications agency based in Rochester, NY, with an additional office in New York City. 

PRESIDENT, T4 VERGE, INC. 

A boutique business and leadership consultancy focused on WBENC and ESOP leaders whose companies are on the “verge” of transformative change and growth and who would benefit from the guidance of a successful leader. 

EDUCATION 

Bachelor’s degree in Journalism and Business, University of South Carolina (Columbia). 

PROFESSIONAL ACCOMPLISHMENTS 

Grew Butler/Till from its modest beginnings in 1998 into a nationally respected media and communications agency with more than 150 employees and $225M in annual billings. Along the way, amassed a reputation for honesty, fairness, flexibility, and creativity while consistently surpassing expectations in all areas of client and agency relationships and receiving awards for improving quality of services, productivity, and cost savings for numerous national clients, including State Farm, Excellus, Bausch + Lomb, Kodak, and Carestream. 

---------------------- 

*Not associated with Lincoln Financial Advisors  

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.

Genevieve is a member of the 6th Generation of Seabreeze Amusement Park, the twelfth-oldest operating amusement park in the world (fourth-oldest in the United States). She has worked at Seabreeze since she was a kid. Once she graduated college, she became a park manager. Genevieve is also an active member in IAAPA, NYSHTA, JA Rochester, and Rochester Chamber of Commerce (CLIMB Mentorship Program). 

Please share this podcast with others & subscribe to our channel! 

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672529-071421 

Genevieve is a member of the 6th Generation of Seabreeze Amusement Park, the twelfth-oldest operating amusement park in the world (fourth-oldest in the United States). She has worked at Seabreeze since she was a kid. Once she graduated college, she became a park manager. Genevieve is also an active member in IAAPA, NYSHTA, JA Rochester, and Rochester Chamber of Commerce (CLIMB Mentorship Program). 

Please share this podcast with others & subscribe to our channel! 

-------- 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672529-071421 

Renee Fellman is an award-winning turnaround expert who has rescued multiple family businesses from the brink of disaster. In demanding situations, she has: 

  *   Spearheaded the planning and implementation of strategic, operational and financial improvements 

  *   Created product, process and culture change 

  *   Designed and installed management accountability systems 

  *   Recruited and built high performance teams 

  *   Cleaned up acquisitions-gone-bad 

  *   Enhanced family relationships 

  *   Led succession planning, including hiring three non-family member CEOs 

  *   Worked effectively with all-family-member boards of directors 

Renee has been a speaker at the international conferences of the Family Firm Institute and Turnaround Management Association and has been featured in and/or written articles for national and international publications.  Currently, she is an Executive in Residence at the Technology Association of Oregon and writes a quarterly national column for the American City Business Journals.  For additional information, please visit her website<https://reneefellman.com/>.

Steven Rolfe, M.D* 

 Dr. Rolfe, Founder and Managing Principal of Rolfe Advisory, has dedicated his career to understanding human behavior, motivation and conflict management. His expertise enables him to help clients reflect on their priorities and behaviors, leading to improved productivity and effectiveness. He has advised executives at all levels of organizations to develop the psychological acumen necessary to lead, strategize, and negotiate on behalf of their company successfully. To his clients, Dr. Rolfe is a trusted confidante, initiating practical conversations on the dynamics and challenges of leadership and other aspects of corporate life. 

CONSULTING WORK 

Dr. Rolfe has served as Principal of the Boswell Group LLC since 2004.  He advises CEO’s, corporate directors and other senior business leaders on psychological and interpersonal aspects of management and leadership. He has worked with investment professionals; equity, derivative and bond traders; entrepreneurs; venture capitalists; corporate attorneys and leaders of nonprofit institutions. His clientele represents a wide range of fields, including finance, real estate, law, entertainment, medicine, engineering and pharmaceuticals. A current focus has been working in the health care sector – coaching physicians and executives in health care organizations, pharmaceutical companies and medical start-ups. Dr. Rolfe has been a Senior Associate with the Kets de Vries Institute (KDVI), an international management consultancy based in Paris, London, Asia and the Americas. In his work with KDVI and INSEAD, Dr. Rolfe has participated in coaching the Fellows of the World Economic Forum, and has served as a group executive coach for NGO’s with INSEAD’s Global Leadership Center (IGLC). Since 2011, he has served as an Executive Coach in the McNulty Leadership Program at Wharton at the University of Pennsylvania. 

CORPORATE & HEALTHCARE EXPERIENCE 

Prior to his consulting work, Dr. Rolfe’s corporate administrative experience in the health care sector spanned 20 years. He has served as the Medical Director for a range of clinical services in for-profit and not-for-profit settings, including First Hospital Corporation (now ValueOptions, Inc.), Universal Health Services, the Psychoanalytic Center of Philadelphia’s Adult Psychotherapy Program and Division of Consultation and Evaluation Services, the Preteen Program at the Horsham Clinic in Ambler, PA and the Children’s Program at Friends Hospital in Philadelphia. In these capacities, Dr. Rolfe developed and directed psychiatric in-hospital and day-treatment facilities. He has lead and supervised multidisciplinary teams, often in the context of considerable downsizing of resources. 

EDUCATION & FORMAL TRAINING 

A Philadelphia-area native, Dr. Rolfe received his B.A. in Comparative Literature from the University of Pennsylvania and his M.D. from Tufts University School of Medicine. He completed Adult Psychiatry training at Tufts University Affiliated Hospitals, and a Child Psychiatry Fellowship at McLean Hospital in Belmont, Massachusetts. He was Clinical Instructor in Psychiatry at the Harvard Medical School. He completed psychoanalytic training at the Psychoanalytic Center of Philadelphia, where he is currently a faculty member. In 2009 he earned his Certificate in Family Business Advising from The Family Firm Institute, and has pursued his interest in developing and working with family councils and owners as they consider transition and succession planning. 

MEMBERSHIPS 

Dr. Rolfe is a member of the Psychoanalytic Center of Philadelphia and the American Psychoanalytic Association, where he serves as Co-Chair of the Comittee on Organizational and Corporate Consultation. He is  a member of the American Medical Association, XPX Exit Planning Exchange, Attorneys for Family-Held Enterprises, the Family Firm Institute, and is a former member of the Board of Trustees of the Rosenbach Museum and Library in Philadelphia. 

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672491-071421

Renee Fellman is an award-winning turnaround expert who has rescued multiple family businesses from the brink of disaster. In demanding situations, she has: 

  *   Spearheaded the planning and implementation of strategic, operational and financial improvements 

  *   Created product, process and culture change 

  *   Designed and installed management accountability systems 

  *   Recruited and built high performance teams 

  *   Cleaned up acquisitions-gone-bad 

  *   Enhanced family relationships 

  *   Led succession planning, including hiring three non-family member CEOs 

  *   Worked effectively with all-family-member boards of directors 

Renee has been a speaker at the international conferences of the Family Firm Institute and Turnaround Management Association and has been featured in and/or written articles for national and international publications.  Currently, she is an Executive in Residence at the Technology Association of Oregon and writes a quarterly national column for the American City Business Journals.  For additional information, please visit her website<https://reneefellman.com/>.

Steven Rolfe, M.D* 

 Dr. Rolfe, Founder and Managing Principal of Rolfe Advisory, has dedicated his career to understanding human behavior, motivation and conflict management. His expertise enables him to help clients reflect on their priorities and behaviors, leading to improved productivity and effectiveness. He has advised executives at all levels of organizations to develop the psychological acumen necessary to lead, strategize, and negotiate on behalf of their company successfully. To his clients, Dr. Rolfe is a trusted confidante, initiating practical conversations on the dynamics and challenges of leadership and other aspects of corporate life. 

CONSULTING WORK 

Dr. Rolfe has served as Principal of the Boswell Group LLC since 2004.  He advises CEO’s, corporate directors and other senior business leaders on psychological and interpersonal aspects of management and leadership. He has worked with investment professionals; equity, derivative and bond traders; entrepreneurs; venture capitalists; corporate attorneys and leaders of nonprofit institutions. His clientele represents a wide range of fields, including finance, real estate, law, entertainment, medicine, engineering and pharmaceuticals. A current focus has been working in the health care sector – coaching physicians and executives in health care organizations, pharmaceutical companies and medical start-ups. Dr. Rolfe has been a Senior Associate with the Kets de Vries Institute (KDVI), an international management consultancy based in Paris, London, Asia and the Americas. In his work with KDVI and INSEAD, Dr. Rolfe has participated in coaching the Fellows of the World Economic Forum, and has served as a group executive coach for NGO’s with INSEAD’s Global Leadership Center (IGLC). Since 2011, he has served as an Executive Coach in the McNulty Leadership Program at Wharton at the University of Pennsylvania. 

CORPORATE & HEALTHCARE EXPERIENCE 

Prior to his consulting work, Dr. Rolfe’s corporate administrative experience in the health care sector spanned 20 years. He has served as the Medical Director for a range of clinical services in for-profit and not-for-profit settings, including First Hospital Corporation (now ValueOptions, Inc.), Universal Health Services, the Psychoanalytic Center of Philadelphia’s Adult Psychotherapy Program and Division of Consultation and Evaluation Services, the Preteen Program at the Horsham Clinic in Ambler, PA and the Children’s Program at Friends Hospital in Philadelphia. In these capacities, Dr. Rolfe developed and directed psychiatric in-hospital and day-treatment facilities. He has lead and supervised multidisciplinary teams, often in the context of considerable downsizing of resources. 

EDUCATION & FORMAL TRAINING 

A Philadelphia-area native, Dr. Rolfe received his B.A. in Comparative Literature from the University of Pennsylvania and his M.D. from Tufts University School of Medicine. He completed Adult Psychiatry training at Tufts University Affiliated Hospitals, and a Child Psychiatry Fellowship at McLean Hospital in Belmont, Massachusetts. He was Clinical Instructor in Psychiatry at the Harvard Medical School. He completed psychoanalytic training at the Psychoanalytic Center of Philadelphia, where he is currently a faculty member. In 2009 he earned his Certificate in Family Business Advising from The Family Firm Institute, and has pursued his interest in developing and working with family councils and owners as they consider transition and succession planning. 

MEMBERSHIPS 

Dr. Rolfe is a member of the Psychoanalytic Center of Philadelphia and the American Psychoanalytic Association, where he serves as Co-Chair of the Comittee on Organizational and Corporate Consultation. He is  a member of the American Medical Association, XPX Exit Planning Exchange, Attorneys for Family-Held Enterprises, the Family Firm Institute, and is a former member of the Board of Trustees of the Rosenbach Museum and Library in Philadelphia. 

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672491-071421

Jack Doyle serves as President of Integrated Systems and Support Services at Doyle Security Systems.  In his six years with Doyle Security, Jack has been responsible for developing marketing strategies, promoting operational efficiencies, tracking business analytics and managing strategic corporate initiatives. During this time, Doyle Security saw a 40% increase in sales opportunities and more than 16% growth in recurring monthly revenue.  Prior to his full time role, Jack worked for Doyle in various capacities including alarm monitoring, system installation and sales.  Jack represents the 5th generation of family involvement in the company. Jack holds a B.S. Degree from the School of Management at St. Bonaventure University.  He has enjoyed a successful sales career at several organizations and has shown vision and leadership as an entrepreneur.  He previously lived in Washington, DC for eight years and founded DC Corporate Housing Inc., a corporate lodging company that serves businesses and government agencies in the Washington, DC Metro Area.  Jack sold the company in 2017 but remains an advisor.  Jack is certified in the design of advanced intrusion systems and fire alarm installation methods by the NYS Electronic Security Association.  He’s also a licensed alarm contractor in the State of Florida. Jack lives in Webster, NY with his wife Jill, his sons Eli and Owen and daughter Juliette. 

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3620491-060421

Jack Doyle serves as President of Integrated Systems and Support Services at Doyle Security Systems.  In his six years with Doyle Security, Jack has been responsible for developing marketing strategies, promoting operational efficiencies, tracking business analytics and managing strategic corporate initiatives. During this time, Doyle Security saw a 40% increase in sales opportunities and more than 16% growth in recurring monthly revenue.  Prior to his full time role, Jack worked for Doyle in various capacities including alarm monitoring, system installation and sales.  Jack represents the 5th generation of family involvement in the company. Jack holds a B.S. Degree from the School of Management at St. Bonaventure University.  He has enjoyed a successful sales career at several organizations and has shown vision and leadership as an entrepreneur.  He previously lived in Washington, DC for eight years and founded DC Corporate Housing Inc., a corporate lodging company that serves businesses and government agencies in the Washington, DC Metro Area.  Jack sold the company in 2017 but remains an advisor.  Jack is certified in the design of advanced intrusion systems and fire alarm installation methods by the NYS Electronic Security Association.  He’s also a licensed alarm contractor in the State of Florida. Jack lives in Webster, NY with his wife Jill, his sons Eli and Owen and daughter Juliette. 

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3620491-060421

Naomi Silver 
President, CEO & COO Rochester Red Wings* 

Naomi has been involved with the Red Wings her entire life. The Silver family has been devoted to Rochester Community Baseball for over a half century, and Naomi has taken an active role for over three decades, working her way up the corporate ladder.  She is the daughter of Morrie and Anna Silver.  Morrie literally saved baseball in Rochester, and it is because of the Silver’s devotion to the community that Rochester’s franchise is among the most revered, respected and the longest continuously operating franchise in all of baseball.  Naomi honed her business skills, assuming more responsibility and taking over different aspects of the business, becoming the country’s first and only female at the helm of a professional Minor League baseball franchise.  As president and CEO of the organization, she has overseen the Red Wings most successful period in its history.   

A busy mother to Morrie (named for his Grandfather) and Desiree, Naomi also believes strongly in giving back to her community, serving many local not for profits; she is deeply involved with the Boys and Girls Club, University of Rochester Strong Memorial Hospital, United Way, and Monroe Community College in addition to other philanthropic causes in the Rochester area.. Naomi also serves on the Key Bank Advisory Council and The Joseph Floreano Rochester Riverside Convention Center Board. Her national and community awards and recognitions received are vast and telling of her devotion to her profession and her community.  

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3603590-052421 

Naomi Silver 
President, CEO & COO Rochester Red Wings* 

Naomi has been involved with the Red Wings her entire life. The Silver family has been devoted to Rochester Community Baseball for over a half century, and Naomi has taken an active role for over three decades, working her way up the corporate ladder.  She is the daughter of Morrie and Anna Silver.  Morrie literally saved baseball in Rochester, and it is because of the Silver’s devotion to the community that Rochester’s franchise is among the most revered, respected and the longest continuously operating franchise in all of baseball.  Naomi honed her business skills, assuming more responsibility and taking over different aspects of the business, becoming the country’s first and only female at the helm of a professional Minor League baseball franchise.  As president and CEO of the organization, she has overseen the Red Wings most successful period in its history.   

A busy mother to Morrie (named for his Grandfather) and Desiree, Naomi also believes strongly in giving back to her community, serving many local not for profits; she is deeply involved with the Boys and Girls Club, University of Rochester Strong Memorial Hospital, United Way, and Monroe Community College in addition to other philanthropic causes in the Rochester area.. Naomi also serves on the Key Bank Advisory Council and The Joseph Floreano Rochester Riverside Convention Center Board. Her national and community awards and recognitions received are vast and telling of her devotion to her profession and her community.  

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3603590-052421 

John Brown 
Founder; Business Enterprise Institute* 

John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision. 

CRN-3586548-051121 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. 

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

John Brown 
Founder; Business Enterprise Institute* 

John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision. 

CRN-3586548-051121 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. 

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.