Stewardship Masters International, Inc.
FAMILY BUSINESS CONTINUITY FORUM
Wednesday, October 28th
8:30AM to 11:00AM
SPONSORED BY DOUG ROWE
CERTILMAN BALIN ADLER & HYMAN LLP
CONVENER: STEWARDSHIP MASTERS INTERNATIONAL INC.
FROM FOUNDER-LED BUSINESS TO FAMILY ENTERPRISE
​
Can Your Family Business Continue Without You?
This forum is for founders and business owners whose families are already involved or may become involved in the business's ownership, leadership, or long-term stewardship.
You built the business through vision, sacrifice, and persistence. But lasting continuity requires more than transferring ownership or naming a successor; it requires prepared people, an aligned family, and systems capable of carrying the founder’s purpose forward.
​
Join us and other founders committed to strengthening their families, preparing future generations, and building enterprises designed to continue beyond them.
This is an intentionally small intimate gathering designed to give each participant room for meaningful discussion.
​​
The discussion will be guided by seasoned professionals with expertise in family dynamics, family enterprise governance,
wealth management and legacy continuity strategy.
ABOUT OUR SPONSOR
We are delighted to co-host this forum with Certilman Balin Adler & Hyman, LLP, a distinguished law firm with a 61-year legacy of serving Long Island businesses and families, and an expanded presence in New York City and New Jersey.
​
With a multidisciplinary team spanning 16 core legal practice areas, the firm offers a broad range of legal expertise to support business growth, ownership transitions, wealth preservation, and multigenerational continuity.
​
What makes this gathering especially valuable is the anticipated opportunity for family business owners to meet and engage with attorneys from Certilman Balin during the networking and discussion segment. Their broad legal expertise can also enrich the forum's Q&A, offering valuable professional perspectives on questions involving business ownership, succession, wealth preservation, and multigenerational continuity.
DOUG ROWE
HOST SPONSOR
Certilman Balin Adler & Hyman LLP
www.certilmanbalin.com
www.linkedin.com/in/dorowe
WINNIE BENJAMIN
SMI CONVENER
Family Business Roundtable and Forum
www.stewardshipmasters.com
www.linkedIn.com/in/winniebenjamin
PANEL MODERATOR
ROY PELLICANO
AI Governance Strategist and Software Inventor
http://www.linked.com/in/roypellicano
PANELISTS
_edite.jpg)
SUSAN GANZ
Family Dynamics
Leadership Consultant
Ganz Strategic Solutions
www.linkedin.com/in/susanganz
www.ganzstrategicsolutions.com
ROBERT DePALO Jr.
JD, CExP, AEP
ROBERT PUERTO, CPA
Accounting and Tax Adviser
Boris Benic & Associates LLP
www.linkedin.com/robertpuertocpa
www.bbcpas.com
Financial Strategist
The Strategic Business Planner
www.linkedin.com/in/rdepalojr
www.thestrategicbusinessplanner.com
DOUG ROWE
Law Partner Certilman Balin Adler & Hyman LLP www.certilmanbalin.com
www.linkedin.com/in/dorowe
WINNIE BENJAMIN
Family Business Strategist and Advisor
Stewardship Masters International Inc. www.stewardshipmasters.com
www.linkedIn.com/in/winniebenjamin
RAY SCHWETZ
AVP Business Banking
JOVIA FCU
www.jovia.org
www.linkedIn.com/in/ray-schwetz-81378244
Why Attend
This is a working breakfast forum; not merely a presentation. Through guided discussion, relevant case studies, and a Mini Continuity Diagnostic, you will begin examining your business through the lens of multigenerational continuity.
At this forum, you will:
-
Discover where your business currently stands in its continuity journey.
-
Examine real-world family business transition challenges.
-
Identify potential gaps between the founder’s vision and the family’s readiness.
-
Why some next-generation family members are reluctant to enter or continue the family business.
-
Explore how personal formation, shared purpose, and governance strengthen continuity.
-
Exchange perspectives with other founders navigating similar generational questions.
The goal is for you to leave with a clearer understanding of what may need to be strengthened as you move from a founder-led business toward an enduring family enterprise.