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Minnesota Chapter In-Person Event | Navigating Transitions & Transactions: Board of Director Excellence Through Change
Huntington Bank Stadium
420 23rd Avenue SE
Minneapolis, MN 55455
Wednesday, November 19, 2025, 3:00 PM - 6:00 PM CST
Category: Minnesota

Interactive Café Conversation Main Topics & Format:

Join up to ten themed conversation cafés hosted by our Chapter sponsors. Attendees will have the opportunity to rotate through two to three sessions, selecting discussions that best align with their interests and current organizational challenges. This interactive program explores the board's multifaceted role in guiding organizations through transitions and transactions. Through café-style conversations, board members will gain practical insights across financial, operational, talent, risk, and governance dimensions of organizational change.

1.  Private Capital Partnership Models - Different Models for Different Outcomes
Emma Gergen, Principal & Lisa Brezonik, Operating Partner
Carlson Private Capital Partners

2.  Cash Management & Fraud Protection
Nick Schweim, Managing Director
CIBC

3.  Communicating with Family in a Family Business
Rick Wall, CEO & Chairman
Highland Bank

4.  Succession Readiness: Building Leadership Strength Before the Storm
Jim Willenbring, CEO & Partner
The Bailey Group

5.  The Most Important Skill-Set or Knowledge Boards Will Want
Libby Utter, Senior Consultant
Lyman Executive Search

6.  Talent: Retain, Recruit, Rebuild. Leading Through the Messy Middle
Angela Christman, Founder & CEO
Merevie

7.  Getting the Right People in the Boardroom
Joe Reardon, VP Executive Search
Versique

8.  The Role of the Board in M & A, Strategic Alliances/Partnerships
Jay Trumbower, Director of Corporate Development
Barton, Walter & Krier, P.C. CPAs & Consultants 

9.  Ownership Transition Alternatives (Strategic, Private Equity, ESOP, Family)
Wil Becker, Managing Director
Chartwell

10.  Insurance & Risk Management Strategy through Change
John Newhouse, President – Minnesota Property & Casualty
Brown & Brown

11.  Strategy, Finances/Capital & Operations
George Boyadjis, Corporate Managing Director
Lenny Newman
Savills

Key Takeaways
• A broader knowledge of the changes occurring today and how to govern more effectively
• A greater awareness of areas that a board director might need to prioritize
• A deeper understanding of the areas of change most relevant to the industry you are involved with.

Parking:
Parking is available at the University of Minnesota Huntington Bank field lot.

Registration - Closed: Available On-site
PDA Members: $35
Non-Members: $70

Thank you to our Chapter Sponsors!

GOLD SPONSORS        
         
           

 

SILVER SPONSORS        
         
         

 

      

 

BRONZE SPONSORS        
         
              
         
   


      

         
       

 

Thank you to our National Sponsors!

Apple Google Office 365 Outlook Outlook.com Yahoo


Contact: [email protected]