Steinbeck Family Business Seminar

 

Family Business in Times of Change

The Steinbeck Family Business Program offers a series of workshops and conferences focused on leading effective and profitable family-owned (or otherwise closely held) businesses.

It is estimated that the total economic impact of family businesses on the gross world product is over 70%. Family businesses are essential to the economy, but no one can predict when business will return to normal. During these surreal times, those who fail to plan are planning to fail. What considerations does your enterprise need to focus on during a pandemic?

Friday, May 8, 2020
Online Event
10:00 a.m. – 2:00 p.m. PDT

Rates
Students $15
Alumni and Friends $40

The special rate is made possible by the Steinbeck Family Business Endowment and our sponsors.

 

Agenda

 

Our speakers will share their expertise and experience in their markets. First, Eric Sussman, who has extensive real estate investment experience and insight into accounting and finance, will discuss the impact of the coronavirus pandemic and answer questions. Then, Elisia Flores will share her succession story and strategic plans for L&L Hawaiian Barbecue, as well as how it has dealt with the pandemic. Founded in 1976, L&L has 200 locations across the U.S. and overseas in New Zealand and Japan. Finally, our experts will host three concurrent breakout sessions.

10:00 a.m. Welcome and Introductions

Jay Steinbeck and Holly Han (’02) | Director of Special Projects and Steinbeck Family Business Seminar, Price Center, UCLA Anderson

10:20 a.m. COVID-19's Economic Impact and Market Opportunities

Eric Sussman | Adjunct Professor of Accounting, UCLA Anderson

11:40 a.m. Succession Planning and Adapting to COVID-19

Elisia Flores (’14) | CEO, L&L Hawaiian Barbecue
Alfred E. Osborne, Jr. | Professor and Faculty Director, Price Center for Entrepreneurship & Innovation, UCLA Anderson

1:00 p.m. Breakout Sessions

Estate and Tax Planning in a Depressed Economy
Ryan Martinez | Principal, Bernstein Private Wealth Management
Thomas J. Pauloski | National Managing Director for Wealth Planning and Analysis, Bernstein Private Wealth Management

COVID-19: Return-to-Work Considerations
Laurie Flores | Safety and Health Professional, Bolton & Company
Jennifer Raphael Komsky | Partner, Levinson Arshonsky & Kurtz, LLP
Stefanie Nobriga | Safety and Health Manager, Bolton & Company
Jonathan Schreter (’00) | Executive Vice President, Bolton & Company

Helping Families in Business Find Their New Normal
Laurie Foster | Senior Consultant/Partner, Business Consulting Resources
Ken Gilbert | Senior Consultant/Partner, Business Consulting Resources
Jean Santos | Senior Consultant/Partner, Business Consulting Resources

 

Session Speakers

 

Eric Sussman

Adjunct Professor of Accounting, UCLA Anderson
Founding Partner, Clear Capital LLC

Elisia Flores (’14)

CEO, L&L Hawaiian Barbecue

Alfred E. Osborne, Jr.

Professor and Faculty Director, Price Center for Entrepreneurship & Innovation

Ryan Martinez

Principal, Bernstein Private Wealth Management

Thomas J. Pauloski

National Managing Director for Wealth Planning and Analysis, Bernstein Private Wealth Management

Laurie Flores

Safety and Health Professional, Bolton & Company

Jennifer Raphael Komsky

Partner, Levinson Arshonsky & Kurtz LLP

Stefanie Nobriga

Safety and Health Manager, Bolton & Company

Jonathan Schreter

CIC (’00) | Executive Vice President, Bolton & Company

Laurie Foster

Senior Consultant/Partner, Business Consulting Resources

Ken Gilbert

Senior Consultant/Partner, Business Consulting Resources

Jean Santos

Senior Consultant/Partner, Business Consulting Resources

 

Sponsors

 

The Steinbeck Family Business Seminar has been made possible through the generous support of Jay Steinbeck and our sponsors.

sponsors

 

Past Seminars

 

2019

2018

2017

2016

2015

2014

 

Contact Us

 

Email holly.han@anderson.ucla.edu or call (310) 825-6368.