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2022 Fall Conference

Wednesday October 12 - Friday October 14, 2022

AFHE is hosting its 2022 Fall Conference & Membership Meeting at the Omni Orlando Resort at ChampionsGate in Orlando Florida .

Hotel Info

Omni Orlando Resort at ChampionsGate
1500 Masters Blvd.
ChampionsGate, FL 33896

Online Reservations

Room Rates Start at $179/night.
Deadline for reservations is September 12, 2022

Featured Speakers

"Transitioning from a Family-Owned Enterprise
to a Financial Family"

Eric Allyn began his Welch Allyn career as an employee in 1982, working in a variety of positions including sales, marketing, business development and leading the Company's operations in foreign countries. In 2010 he joined Welch Allyn's Board of Directors, ultimately serving as Chairman of the Board and Chairman of the Family's Voting Trust, until the Company's acquisition by Hill-Rom in 2015.

Outside of Welch Allyn, Eric serves on the Board of Directors of GOJO (makers of Purell), Pharma Tech Industries, Eagle Dream Health, and several smaller private companies. He also serves on the Board of Trustees of Auburn Community Hospital (past Chairman), The Hospital Trustees of New York State (Chairman), The Gifford Foundation, (Investment Committee Chairman), and The Allyn Family Foundation (Investment Committee Chairman). He is past board member at Hand-Held Products, Eagle Dream Health, NYS Business Council, Family Firm Institute (FFI) and Family Enterprise USA (FEA USA). In addition, he is an LP Advisor to Armory Square Ventures, and is Founder and Managing Partner of two private Investment Funds. Eric is a frequent speaker nationally and internationally on the topics of governance, family enterprises, and investment management.

Eric holds a bachelor's degree Dartmouth College, and earned his MBA from University of Virginia (Darden School). He lives in Skaneateles, NY.

"The Re-Birth of a Family Enterprise
After a Major Crisis"

Unfortunately, no business is immune to crisis. Family businesses, when faced with crisis, experience it both on an interpersonal level as well as an organizational one. Meredith Wilson Parfet, CEO of the Ravenyard Group, describes the inner and outer world dynamics of a family enterprise in crisis and offers tools for navigating the complex technical and strategic demands while also protecting the wellbeing of the people involved. Meredith has an MBA from the Kellogg School of Management and an MA in Spiritual Care from the Iliff School of Theology. In addition to her work in crisis management, she also works a few shifts a month as a hospice chaplain. Meredith is regularly featured in Fast Company, Mindful Magazine, Law360 and Lawline.

Meredith Parfet is the CEO and Founder of Ravenyard Group, a crisis management consultancy with expertise in matters that involve legal or regulatory action, white-collar crimes, large insurance litigation, or complex family-office disputes. (www.ravenyard.com) Ravenyard is unique in its emphasis on problem solving and strategy and in supporting the wellbeing of leaders in crisis. Meredith is an accomplished investor, seasoned entrepreneur and a passionate philanthropist. She has nearly two decades of asset management and hedge fund experience, including acting as the Chief Operating Officer for two alternative investment funds. She also co-founded Denali Venture Philanthropy, an investment organization that funds entrepreneurs who are committed to social change.

"The Evolution of Dispute Resolution - Alternative Strategies for Family Conflict Resolution"

Collaborative Practice is a sophisticated dispute resolution process whereby clients actively participate (with the guidance of counsel) in a structured interest-based negotiation with the sole purpose of reaching a settlement outside of court. Collaborative Practice has enjoyed overwhelming success in family-related disputes here in the U.S. and internationally.

Marc Sheridan, Esq., AFHE Board Member, founder of the New York Civil Collaborative Group, trainer, Northeast Regional Chair of the Global Collaborative Council, and Committee Chair of the International Academy of Collaborative Professionals Trainers’ Development and Practice Group will discuss his and colleagues’ success in tailoring Collaborative Practice to family business disputes. Attendees will be introduced to the Civil Collaborative Practice structure, understand its distinctions from other forms of dispute resolution (including interdisciplinary teams and roles), learn about its application to the unique strengths and challenges of a family business, and know how they can make Collaborative Practice a part of their dispute resolution toolkit offerings.

Marc Sheridan has represented individuals, closely-held and family businesses, and multi-national clients for over twenty years concerning commercial disputes and employment discrimination claims in state and federal trial and appellate courts, and arbitral forums. He has extensive litigation experience representing corporate clients on risk transfer and liability issues involving commercial leases and construction contracts.

In addition to his litigation experience, Mr. Sheridan is a panel mediator for the Supreme Court, Westchester County Commercial Division and Civil Panels, and Westchester County and Bronx County Surrogate’s Court Panels, and an employment discrimination panel mediator for the United States District Court for the Southern and Eastern Districts of New York. Mr. Sheridan co-authored the 9th Judicial District Presumptive Mediation Program Rules and the Westchester County Surrogate’s Court Presumptive Mediation Program. Mr. Sheridan is also a Board Member for Attorneys for Family-Held Enterprises (AFHE) and Assistant Treasurer for the Westchester County Bar Association. Mr. Sheridan is a former Chair of the Westchester County Bar ADR Committee, and a member of the New York State Bar Association ADR Section. Mr. Sheridan has also made various CLE presentations on employment law and ADR topics, including trainings for mediators on mediating personal injury matters, family business, and trust and estate disputes.

Over the last decade Mr. Sheridan has become a recognized speaker on Civil Collaborative Practice. He is Co-Chair of the Trainers Networking and Development Committee for the International Academy of Collaborative Professionals (IACP), and the Northeast Regional Director for the Global Collaborative Law Council (GCLC), and has trained numerous lawyers and other professionals on Civil Collaborative Practice both domestically and internationally.

"Bringing Generations Together - The Importance of Governance Utilizing Private Family Trust Companies"

The expansive use of trusts to transfer wealth between generations has fundamentally changed the ways in which business-owning families need to think about governance. This includes how to keep beneficial owners engaged in a meaningful way, how they can make decisions together that are within the proper areas of authority & how to expand their shared learning to include the structure & usage of trusts. Private Family Trust Companies (“PFTC”) can be set up with a focus on bringing generations together at the same table providing more education & transparency in an attempt to harmonize wealth planning & facilitating family business shareholder transitions. Understanding the family dynamics and considering these dynamics when structing a PFTC are important components to the design of a PFTC. From the structure to the operations, thoughtful consideration can help create a positive experience for family members having a PFTC as Trustee of family trusts.

Cindy L. Steeb is the Founder & President of CLS Consulting, LLC where she is a consultant & advisor working with family businesses transitioning ownership across generations. Cindy develops trusting client relationships through her interpersonal skills, strong business judgment, & sensitive approach to family & business dynamics. She draws on experience she has gained working in four different single-family offices. Cindy has formed trust companies in Ohio, Wyoming, & South Dakota and has managed trust companies in Ohio, Wyoming & Delaware. She currently serves on the Board and/or as an Officer for 4 private trust companies & one public trust company.

Todd Smith is a Principal at CFAR, where he specializes in working with multi-generational family enterprises. He is seasoned consultant who has worked with family and owner-led business for over two decades in the areas of governance, education, strategy, and communication improvement. With a large and diverse client list spanning numerous industries, Todd brings deep experience in strategy, process improvement, and organizational alignment to his client engagements. Todd’s unique perspective has been honed over hundreds of engagements with large and mid-sized family enterprises. In addition to working as a family business consultant, Todd served as EVP of Strategy & Governance within a complex multi-generational family office. He is a skilled facilitator, able to adapt quickly to a variety of business and interpersonal challenges as they arise. He enjoys assisting families in successfully managing the competing demands of running a thriving business enterprise while maintaining family cohesion and ensuring longevity.

"Strategies for Dealing with Family Mental Health Issues with Multi-Generational Family Enterprises"

Educate and train attendees regarding the options available in the legal and related mental health systems to enable them to assist their family-held enterprises when challenges and concerns arise. Provide a roadmap for attendees to know when and how to reach out to appropriate professionals in this area. Inform attendees of relevant red flag laws and red flag behaviors in order to be preventive and proactive when faced with mental health related concerns that have arisen in the family unit and/or business setting.

Carolyn Reinach Wolf, Esq., is an Executive Partner in the law firm of Abrams, Fensterman, LLP and Director of the Firm's unique Mental Health Law practice, a practice she created over thirty years ago, after seeing the need to support families and address their needs in obtaining treatment, support and a roadmap for those experiencing serious mental health, substance use and related issues. It is the only family-focused mental healthcare practice in the country, concentrating in guiding these families and their loved ones through the complex legal, healthcare and mental health systems. Her background also includes her having an MBA in Management from the Hofstra University School of Business and an MS in Health Services Administration from the Harvard School of Public Health in addition to her JD from the Maurice Deane School of Law, Hofstra University. She was a hospital administrator/Director of Risk Management prior to her law career and she currently teaches Law and Psychiatry at Hofstra Law School. She speaks widely throughout the country and has been interviewed on radio and television, online and in person, as well as published in major journals and newspapers.

Tentative Conference Schedule

Wednesday, October 12, 2022

5:30 p.m. – 7:30 p.m. Opening Cocktail Reception at Celebration Falls (Dinner on own)

Thursday, October 13, 2022

8:30 a.m. – 9:00 a.m. Breakfast

9:00 a.m. – 12:30 p.m. Educational Sessions

12:30 p.m. – 1:30 p.m. Luncheon

1:30 p.m. – 5:00 p.m. Educational Sessions

5:15 p.m. – 6:15 p.m. AFHE Board Meeting (For AFHE Board Members Only)

7:00 p.m. – 10:00 p.m. Group Dinner

Friday, October 14, 2022

8:30 a.m. – 9:00 a.m. Breakfast

9:00 a.m. – 12:30 p.m. Educational Sessions

12:30 p.m. – 1:30 p.m. Luncheon

1:30 p.m. – 3:45 p.m. Educational Sessions

4:00 p.m. – 5:00 p.m. Closing Cocktail Reception (Dinner on own)

Saturday, October 15, 2022

11:00 a.m. (Optional) Golf Outing at the International Course

Golf Outing - Saturday, October 15

AFHE's outing will be held on the International Course of The ChampionsGate golf courses.  The International Course was recently ranked no. 9 in the top overall ranked courses by GOLF Advisor. The 7,363-yard links-style International Course is home to sprawling greens and wind-swept dunes, featuring 18 of the most dramatic and challenging holes in the state.

Tee Time:  10:00 a.m.

Cost:  Golfers will cover their own greens fees and refreshments for the outing

Have Questions?

Please contact AFHE at 201-591-AFHE (2343), or visit www.AFHE.com, or email the AFHE Office.

Click here for the conference booklet.





Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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