Panels and Breakout Sessions
Keynote Address by Sara Arnell

Special Guest
Sara Arnell
Author of There Will Be Lobster: Memoir of a Midlife Crisis, Co-Founder & Co-CEO of My Friend the Sea, Former Co-Founder & CEO of the Arnell Group

Fireside Chat with Loida Nicolas-Lewis
Growing up, Loida Nicolas-Lewis’ father had a vision for her—he saw her as a lawyer and politician, while secretly she wanted to become a nun. Expectations were set, but as it turns out, both were both wrong. Nicolas-Lewis did end up becoming a lawyer, however. But also a wife, mother, activist, general attorney for the U.S. Immigration and Naturalization Service, and CEO of TLC Beatrice.
Hers is a story of having to constantly pivot and adapt. “Was I ready to leave my comfortable life in the Philippines to start over in New York? Not really. What did I know about cooking my husband’s favorite dishes? Honestly, nothing. Was I completely prepared to take charge of a billion-dollar company? I had to find out. In coming face to face with these challenges and opportunities, there was one thing I stood by—live authentically.”
Join us for this special conversation with Loida Nicolas-Lewis.

Special Guest
Chair & CEO of Beatrice TLC, Chair of The Reginald F. Lewis Foundation, and Author of Why Should Guys Have All the Fun?
Moderator

Senior Vice President and Private Wealth Advisor, Capital Group Private Client Solutions
Panel Discussions
Panel 1: Rising Beyond Boundaries
This powerful conversation dives into the lived experiences of women in family enterprises navigating the road to leadership. Together we will explore how women rise above barriers such as gender bias, imposter syndrome, and limiting expectations, not by suppressing who we are but by embracing each facet of our identities. Panelists will share candid stories and strategies for building confidence, seizing opportunities, and creating new pathways for leadership.
Panelists

CEO & President, Virginia Industries, Inc.

Author, This Isn't Working.
Former CEO of Conscious Company Magazine and Conscious Company Media.
Moderator

Co-Founder, WLife Network and President & Senior Consultant, Business Consulting Resources, Inc.
Panel 2: Voices at the Table
From family councils to corporate boards, women’s perspectives are vital; however, earning and holding those seats comes with unique challenges. This panel highlights practical ways to step into governance and stewardship roles, navigate family and non-family board dynamics, and use your voice to influence decisions that matter.
Panelists

Co-Founder of Black Women on Boards and Director at TD Synnex, GitLab, Symbotic & Rocket Lab

Christie Houlihan (G5)
Executive Director, Senior Family Office Advisor, J.P Morgan Private Bank & Family Advisory Board Member

Independent Director at Varo Bank, Advisory Board Member of SundaySky, External Advisor to Bain & Co. and Former Chief Marketing Officer at Morgan Stanley
Moderator

Dean and George N. Jean Ph.D. Chair and Professor of Marketing, Gabelli School of Business, Fordham University
Panel 3: Juggling Identities
Women in family businesses often wear multiple hats at once—leader, owner, parent, partner, advisor, and more. This discussion dives into how women balance overlapping identities, manage expectations (that are often paradoxical), and stay grounded while driving both family and business forward.
Panelists

Celine Fitzgerald (G3)
RisingGen Coach + Peer Facilitator, In Three Generations and Single Family Office Member, Webb & O’Neil Capital

Host, The Messy Parts Podcast, Co-Founder, The Longest Table Chair, WSJ Institutes CMO Council

Head of Family Advisory & Trusts, Private Banking & Wealth Management, Flagstar Private Bank
Moderator

Founder & President, Hoffmeister Lundman & Company. Chief Executive Officer, Sumter Property Partners. Former Managing Director, Morgan Stanley Wealth Management Human Capital Management
Breakout Sessions
Breakout 1: Marrying Into a Family Business
When you marry into a family enterprise, you join more than just a family—you step into a legacy. This session unpacks the opportunities and challenges of integrating into the business, building trust, and finding your voice within an established system.
Facilitator

Nicole McAllister Vermeer (G3)
Corporate Director, Audit Committee member, Ownership Governance Committee member, & past Chair of the Family Council for Vermeer Corporation
Breakout 2: Multi-Generational Dynamics - Five Generations at the Table
With as many as five generations engaged in today’s family enterprises, managing expectations, values, communication preferences, leadership styles and so much more is increasingly complex. This session explores tools for bridging generational divides, fostering collaboration, and honoring each generation’s contributions and perspectives.
Facilitators

Rolex Experience Liaison, Wilson & Son Jewelers

Miranda Gilbert (G2)
Marketing Director, Business Consulting Resources, Inc.
Breakout 3: Giving Up the Reins
Transition is never easy—especially when it means letting go of leadership and ownership control after decades of pouring time, resources, and passion into the business. This session examines why senior-generation leaders struggle with stepping back, and how successors can navigate this delicate process with empathy, respect, and clarity.
Facilitators

Founder & Former CEO, White & Warren
CEO of Stan Deutsch Associates