10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

Register

Overview

Thank you to our National and Gold Chapter Sponsors!

Panelists 

Mary Schmid Daugherty, PhD Associate Professor, Family Business Senior Fellow in Applied Finance University of St. Thomas Opus College of Business

Mary Schmid Daugherty is a business consultant, corporate board member, and a finance professor. Mary’s business experience focuses on corporate governance and the impact of financial decisions on valuation. Mary’s background as an investment professional provides relevant experience for her corporate board work. She currently serves on the Board of Directors for Mairs & Power Funds Trust (as Chairperson of the Board), Driessen Water, Inc., and The Meritex Company. Mary is the Governance/Nominating Chairperson for Driessen Water, Inc. and she is the Audit Chairperson for The Meritex Company.

Mary has consulted with businesses on a variety of in-depth financial and corporate governance issues. Her experience with Boards and C-suite Management include helping create tools to highlight financial metrics relevant to decision making, working on CEO and CFO succession planning including selection and onboarding of new C-suite hires, transitioning the corporate structure from advisory boards to fiduciary boards, facilitating and developing optimal governance policies and audit practices, designing and conducting Board and Committee evaluations, and providing insight into effective shareholder communication and education. Mary has published on family/private corporate governance, co-authoring Family Business, 4thEdition. She also co-authored an online version of this book, Family Business, 5th Edition

Harry G. (Paddy) McNeely, III CEO & Chair The Meritex Company

The Meritex Company is a national commercial real estate investment and management company which presently owns a portfolio of approximately 100 warehouse properties totaling 12 million square feet in 9 US markets. The Company acts as an investment manager for the McNeely family and several institutional investors.

Mr. McNeely was elected CEO/COB in May 2001. In the 10 years prior, he had various responsibilities at the company including managing property portfolios and other executive tasks. Prior to working at Meritex, Mr. McNeely worked as a commercial banker in Minneapolis for 10 years.

The Meritex Company is a 105-year-old business owned by three generations of the Harry McNeely, Jr. family. The Company was the inaugural recipient of the Minnesota Family Business of the Year awards made by the University of St. Thomas and Twin Cities Business Magazine.

Mr. McNeely is active on several for-profit and not for profit boards, including the Warners’ Stellian Company, The Murphy Companies, US Bank Regional Advisory Board, and the Family Business Center at the University of St. Thomas.

Moderator 

Jon Keimig Director University of St. Thomas Family Business Center

Jon Keimig is the director of the University of St. Thomas Family Business Center, the only educational resource of its kind in our state. Keimig works with families and advisors to understand the challenges facing family businesses and create programming to address these unique needs and help ensure the long-term success of family businesses across our region. 

The center’s programming engages more than 150 family businesses annually, creating an ecosystem where family businesses gather to learn specific content, hold important family conversations and share experiences with other family businesses. While most come from the Twin Cities area, regular attendees come from across Minnesota, Iowa and Wisconsin. Keimig has been the director of the center since 2016 and spent three years as the assistant director.

Register