Future in Focus: Cultivating the Next Generation

Cultivate the next generation through customized action plans.

This session focuses on how to actively engage the next generation as future leaders and owners of the family business. Participants will explore why involving younger family members early is crucial for long-term success and learn how to prepare them for leadership roles while managing family dynamics effectively.

Key learning outcomes include:

• Understanding the importance of engaging the next generation in family business governance and ownership
• Identifying barriers to next gen involvement and strategies to overcome them
• Creating clear, personalized pathways for leadership and ownership tailored to individual family members
• Building skills in conflict resolution and emotional intelligence to navigate family dynamics
• Developing an entrepreneurial mindset among rising leaders

Through research insights, case studies, group discussions, and interactive tools, participants will explore how different generations think and communicate. The session culminates with participants crafting customized next gen engagement plans that fit their family’s unique needs, setting clear action steps to move from planning to implementation.

Facilitators: Todd Harvey, Gretchen Krueger, Bruce Vandermeulen
 

 
Todd Harvey
As a senior vice president and a market leader for the PNC Private BankSM, Todd oversees a team of professionals striving to achieve the highest level of client satisfaction. His top priority is that the team not only meets but also exceeds the client's expectations. Through Todd's leadership and commitment, he helps ensure that the client benefits from a full complement of investment, trust, financial planning and private banking services to help them achieve their financial goals.

With over 23 years of experience serving families, Todd bring a wealth of expertise in private banking, investment management, and wealth planning. He has held prominent leadership roles at Merrill Lynch and Fifth Third Private Bank, further solidifying his capabilities in this field.

Todd holds the Certified Financial PlannerTM designation. Todd earned a Bachelor of Business Administration from Western Michigan University and holds the Certified Financial Planner designation.

 
Gretchen Krueger
As a senior vice president and a senior fellow of the Institute for Family Success, Gretchen empowers clients to navigate the benefits, responsibilities, and challenges of significant wealth, providing a suite of specialized services designed for high-net-worth individuals and families. Gretchen is part of a dedicated team of professionals who have the unique knowledge and experience to understand the importance of strategic advice related to wealth's financial, social, and human dimensions. She takes a holistic approach to help clients not only sustain wealth across multiple generations but ensure that it remains a positive force for years to come. 

Prior to joining PNC, Gretchen served as a member of Wells Fargo's Family Wealth and Culture Service team. In that role, she focused on the discovery, sharing, and preservation of clients' family and business histories. She guided families in using storytelling as a unique tool for defining and amplifying their values. 

Gretchen is a Certified Advisor through 21/64, an organization devotes to training facilitators for next generation engagement. 
 
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Bruce Vandermeulen