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Past Speakers

Wednesday, March 20, 2024

Excelling through Unexpected Crisis

Chuck Cohen

Managing Partner

Benco Director

Panel Moderator

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Darcy Buck


A. Rifkin Co.

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Todd Stephen's

Chief Executive Officer

Stephen's Pharmacy

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Julie Charlestein


Premier Dental Products Co.


This panel presentation will allow you to hear from 4 businesses that have come through many challenges in their family business.  Whether the business is 30 years old or 130 years these CEOs have stories to tell!


  • Tools to rely on at the height of a crisis

  • How to deal with tensions among coworking family

  • Learn about the opportunities challenges can provide


Dr. Patricia Fox


Tuesday, May 16

Penn State Scranton

Sherbine Lounge

Lunch included

11:00am – 1:00pm

May 16, 2023 

The Transformational Power of Women in Business 

Join us as we recognize women’s tremendous power to move families and businesses forward for a successful future. 


-Connect with other women in business for meaningful conversations and to share insights.

-Learn how inspiring women seek to better position their valuable experience and leadership skills

-Grow your individual voice by understanding the value you bring to the table.



11:00 Panel Presentation

12:15 Lunch and Networking

Learn More about each of the speakers here.

When: Tuesday, April 25

Time: 5 pm – 8 pm

Where:  The Banks, A Waterfront Venue in Pittston

Tuesday, April 25

Still Family After All These Years

Family and closely held businesses have learned to transform over the years. In order to grow and thrive for generations, a family relies on entrepreneurship.  Come to hear the stories of Benco Dental, Dempsey Uniform and Linen, and Kane is Able, now ID-Logistics. These businesses have each evolved to meet the times and create the best dynamic for everyone involved. You will hear from the following panel and learn from their stories.

Panel participants:

Chuck Cohen, Kristin Dempsey, and Dick Kane;

moderated by Bill Corcoran, Jr.




Location:  The Banks, A Waterfront Venue in Pittston

Incredible food from Bank and Vine

What's the Game Plan? 

Family and closely held businesses need structures for making 
decisions, resolving differences and defining a vision for the future.



8:00 - 8:30 Registration and Networking

8:30 - 9:45  Setting the Play: Governance, who needs it?

Attorneys Elizabeth Leo and Steven Roth

10:00 - 11:15 Executing the Play: Process, How decisions are made

Ryan Adcroft, Tribal Media

Holly R. Carron, HW Roever, dba Dunkin Donuts

Pete Mailloux, Ameriglide and P M Medical Products, Ltd.

11:30 - 1:00 Getting the point, Lunch with Keynote speaker

Josh Baron, Partner, Banyan Global Family Business Advisors
Visiting Lecturer at Harvard Business School
Co-Author, Harvard Business Review: Family Business Handbook

The Genius Zone 

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Bonnie Artman Fox, MS, LMFT

Author of Best Selling Book

"How Did My Family Get in My Office?"

Learn a better way for teams to work together


This workshop will unpack the “6 Working Geniuses” and give you a road map for better team development.

Have you and your team take the complementary on line assessment in only 10 minutes.  The Working Genius Assessment was developed by Patrick Lencioni and the Table Group. You will evaluate your findings at the workshop and learn how to best use them.

Thursday, October 6, 2022


Utilize the “6 Working Geniuses” to instantly improve how your team works together

Use the “3 Stages of Work” productivity framework to prioritize projects

Fresh ways to reduce team friction

Strategies for more efficient meetings


Covid Mandates for Work?


Friday, September 10

Zoom discussion on what mandates could mean for businesses with over 100  employees. 


Once OSHA sets guidelines we will revisit this.

Kieran Casey, Partner 


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The Future of the Workplace

May 27, 2021  

problems and solutions for the post-pandemic workplace.  Discussion on the latest regulations and what you should to be thinking about. What is best for the business? What is best for the company culture? Kieran Casey, RJG Law and Michele Dempsey, DXDempsey will moderate this discussion This is an opportunity to share ideas and get input from others. 

Michele Dempsey, AIA, LEED AP


Kieran Casey, Partner


April 29, 2021

Join Matt McNelis, partner, Baker Tilly in this interactive discussion.  What are some last minute considerations for 2020 taxes? What are the best things to put in place for 2021?

April 21, 2021

In a climate where civil discussion is rare, and polarization has become the norm, a welcoming, safe, and inclusive environment is needed in our offices. Differences in ethnic, religious, cultural, and socio-economic backgrounds are not an obstacle to be overcome but  an opportunity for learning, understanding and growth.

Diversity Circles at Penn State Scranton has an eye-opening experiential program where attendees with diverse backgrounds and experiences can come together to learn from one another how to express and receive opinions contrary to their own and become agents of inclusion and spread the message of acceptance and equality in our communities.

Learn details of program and the benefits to you and your employees

Dharti Ray

Coordinator of Multicultural Programs

Penn State Scranton


Karl Pillemer

Hazel E. Reed Professor in the Department of Human Development, Professor of Gerontology in Medicine at Weill Cornell Medicine, and Senior Associate Dean for Research and Outreach in College of Human Ecology 

Cornell University Connected Conversations:

Family Rifts - Impact, Understanding and Healing

Wednesday, March 10 

Family estrangement is an ailment that effects many, and perhaps all families at some point. In family business, in addition to family relationships at risk, the entire business may also be susceptible. Karl Pillemer’s most recent work, Fault Lines: Fractured Families and How to Mend Them, has received considerable attention and press.Our conversation with Karl will explore successful strategies from people who have found ways to repair rifts or live peacefully with the consequences when nothing can be done – and the first to offer hope to broken families (and businesses) which need it the most.

                  Attract and Retain
               Top Performers                                                       Takeaways 

What is your organization doing to inspire your employees to stay?

What message is your company culture sending?

What is your firm doing to stay competitive in the workplace?

                           February 11, noon

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Kimberly Wylam,  SPHR                                              President, Managing Partner                                  Baker Tilly Vantagen

Don't Let the Next Big Crisis Jeopardize Your Family Business



Being prepared for whatever comes your way is the best way to protect what you’ve built


January 26  11 am - noon

The Team from Wilmington Trust and M&T Bank will took the lead on this discussion

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Marguerite C. Weese

Administrative Vice President and

National Director, Family Legacy Strategies


Jerry Inglet, EdD

Family Legacy Advisor


Libby Turner

Family Legacy Coordinator

The Election is Over

What Now for Business and Taxes?


Thursday, December 17

1pm - 2pm


What does this mean for long term planning?  What does this mean for this year's taxes?


Joe Biden has officially won the 2020 United States presidential election. He will be the 46th president to serve in one of the most powerful offices in the world. Vice President-elect Kamala Harris will make history as the first female and Black and Asian American vice president.

Biden’s campaign centered around extensive plans to shift from

Trump’s conservative plans that favored the rich and instead focused

on rebuilding the middle class.


What does this all mean for you and your business?

The presentation and Q&A opportunity will be with Matt McNelis

    Objectives for attending:

         -Why be concerned about your company's transition plans?

         -Are there transactions you should do this year?

         -Discuss what priorities and objectives should be the current focus.

                                                                                                                                         Matt McNelis, Partner

                                                                                                                                         Baker Tilly

Sex Drugs and Rock 'N Roll

Family Business Lessons from Metallica


The band itself, while not blood related, is essentially a family in many ways and overall the film gives great fodder for discussion about family business dynamics and the challenges and opportunities for families.

Jeff Savlov is the founder of Blum & Savlov, LLP and consults to business families. He brings more than 30 years of unique experience in business ownership, entrepreneurial endeavors and family dynamics/psychological training, along with a common-sense style, to his consulting work with families. 

Dennis T. Jaffe, PhD.

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Tuesday, September 15, 2020

Borrowed From your Grandchildren, The Evolution of  100-Year Family Enterprises

Family enterprises form the majority of businesses large and small in every country in the world. At the same time, few are able to sustain themselves with the same level of wealth and success even into their second generation and sustaining shared family wealth after the third generation is nearly improbable. Dennis Jaffe's "Borrowed From Your Grandchildren" presents the findings of a multiyear project in which researchers interviewed more than 100 families around the globe to understand the evolution of family enterprises that have succeeded for 100 years or more. Dennis shared stories of long-lasting families that point to elements of families’ experiences and learnings that allowed them to survive for the long term.



Medical Marijuana in the Workplace

Legalization of medical marijuana is rolling out across the country. It’s having an enormous impact on employers. This FREE seminar will address the following topics:

  • Synopsis of what marijuana does to a user and how to recognize the signs of impairment

  • Understand Pennsylvania’s Medical Marijuana Act (Act 16)

  • Employer and Employee rights and obligations

  • Panel discussion will address clinical, legal and employment aspects of the law as it applies to the workforce.

Featured Speakers:

  • Kieran Casey, Partner, Rosenn Jenkins and Greenwald

  • Kim Wylam, President, Managing Partner, Baker Tilly Vantagen

  • Jessy Miller, Director of Drug & Alcohol Services, Robinson Counseling Center

Speaker Highlight 

The Texas Hold'em

1/2 Day Program

November 7, 2019

Expert & Family Panel Discussion 

Strategies to know when to hold, sell or execute other winning options for your family business!

Moderator for Panels
Bob Graham , Riggs Asset Management

Wild Cards in Evaluating a Business, experts panel
Steven Roth, RJG Law . Carmen Magistro, M&T Bank . Matt McNelis, Baker Tilly


Playing the Hand you are Dealt family business panel
Hilary Lyle, Kane is Able . Paul Lantz, A Rifkin . Todd Stephens, Stephens Pharmacy

Speaker Highlight 

On September 10, Michelle Dempsey, the President of DxDempsey, presented "If These Walls Could Talk." Members had the opportunity to tour Dempsey Uniform and Linen Supply and see the concept of branding brought to life. 

1/2 Day Program 

April 16, 2019 

Parameters for Healthy Family Communication 

Dr. Patricia Fox

Is Your Family Business Ready for Transition? Family Business Assessment 

Gary Plaster 

Erich Bergen

Panel Discussion

Atty. Steven Roth

Bill Corcoran 

Daniel Haggerty, Esq

Dr. Generald Donnellan


Keynote Speaker

Dr. Generald Donnellan



John Park 

October 8, 2019

Emotional Intelligence 

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Michelle Dempsey

September 10 

If these Walls Could Talk 


Holly Pilcavage

and Jack Reager 

February 19, 2019

Social Media Strategies 


Mitzi Perdue

November 14, 2018


How to Make the Family Business Last


Stuart A. Smith and John W. Linkdak

October 18, 2018

Business Valuation 


James P. Valentine and Kimberly Wylam

September 13, 2018

Sexual Harassment


Maureen Mangan Mills, Bob Mills, Daniel Haggerty 

March 21, 2018

The Unexpected Opportunity to Sell the Family Business 


Jeff Krull

November 16, 2017

Emerging Trends in Cyber Security 


Chuck Cohen

 PJ Dempsey

 Jack Reager

October 18, 2018

Business Valuation 


Mathew Haggerty

Robert Lynett

Scott Lynett 

April 12, 2018

Entrepreneurial Activity in the Family Firm: Why is it important? 


Jack Reager

February 15, 2018

Leverage Analytics to Make Better Marketing Decisions 


Kevin Walter

November 9, 2016

Increase Profit through Workplace Culture: The tasty catering story 


Richard J. Orlando, P.h.D

April 13, 2016

Leadership and Legacy in the Family Firm


Lee Piatt

January 13, 2016 

Contingency Extraordinary Results from Ordinary People 


Holly Isdale

November 11, 2015

Building a Board of Directors as a Strategic We


Doug Box

September 9, 2015

Texas Patriarch, The Rise and Fall of a Family Dallas Dynasty 


Dr. Cynthia Montgomery

March 16, 2018

Where Leadership Begins 


Dick Kane

March 11, 2015

The 12 Best Practices for Successful Family Businesses 


Dr .Mathew Sowcik

November 19, 2014

Moving Beyond Conflict to Creativity


Eric Allyn

September 10, 2014


Lessons from a Family Business: The Case of Welch Allyn, Inc. 


Mathew Pinsker 

March 5, 2014

Boss Lincoln: Understanding Abraham Lincoln's Partisan Leadership 


Tom Rogerson

November 20, 2013

Successfully Preparing Your Family for the Future 


Franco Lombardo

September 19, 2013

The Great White Elephant of Money


Dick Kane

March 28, 2013

Road Map for Business Success


Greg Greenleaf

December 12, 2012

Succession: Striking the Right Balance Between the Financial Needs of Your Family and Your Business 


Fred Aebli, John Carlin, and Marc Gonzalez

September 25, 2019



Laura Novakowski and David Sorin

March 20. 2019

Leadership Development Training


Kimberly Wylam 

February 11, 2019


Employee Retention 


Kimberly Wylam

October 29, 2018

Coffee and HR

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James Kane



Edward Kollar and Kristyn Lartz

April 26, 2018

Tax Talk


Frank Sorokach

February 22, 2018

Overcoming Generational Conflict


Stephen J. Ursich, Ken Okrepkie, Sandy Chickeleti, Robert Watts, Dororthy Lane

October 10, 2017

Funding for Growth: How to get the capital to expand your family business 


Leah Kane

Daniel Haggerty

 Steven Roth

May 3, 2017

Buying, selling and diversifying the family business 


Thomas D. Davidow

March 8, 2017

Effective Communication in Family Business: Why is it so hard? 


Hilary Lyle

Bill Sordoni

Scott Lynett

January 18, 2017

Family Business Culture


Sharon Shivetts

May 04, 2016

Challenger Sales Mini Workshop


Chuck Cohen 

John L. Park

February 10, 2016

Business Valuation 


Chris Hackett

December 2, 2015

Increasing company revenue and profitability 


Andrew Cornell

October 14, 2015

Building Your Family Charter


George Brown

Pat Mikelson

August 26, 2018

Highlights of Healthy Communication in the Family Business 


John Engles

March 16, 2015

Relationship Reality in the Family Business 


Ryan Sheetz 

February 16, 2015

Making Sheetz work in a Made to Order World 


Allan G. Robinson

October 8, 2014

Innovation in Your Organization 


Sam Fraundorf

April 23, 2014

The Red Steps Back: America Steps Up

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Jack Uldrich

February 25, 2014

Why Future Trends Will Demand Unlearning 


Dr. Mathew Sowcik

October 23, 2013

The Feedback you Truly Need


Eric Pochas 

May 15, 2013

Health Care Reform Rodeo: Corralling the Various Compliance Requirements into 2014 and Beyond 


Jack Mitchell

January 30 , 2013

Hug Your Customers 

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