Join us for the IEE’s seventh annual Family Business Day program! The event will include a family business panel, a thought-provoking exercise, and a keynote from Tony Packo III, formerly a 3rd-generation owner and leader of Tony Packo’s restaurants in Toledo, Ohio, before the family was forced to sell the business. He currently is VP of Business Operations for Hylant, a family-owned insurance brokerage firm. All family members in your family and in your business are encouraged to attend.
In the keynote, Tony Packo III will share the powerful and cautionary tale of his family and their Toledo restaurant business, Tony Packo’s restaurants, a successful business that the family was forced to sell after 90 years due to in-fighting. This is a story about understanding the impact of ownership structure, the importance of succession planning, what happens when trust falls apart, and ultimately, lessons learned and redemption.
Family Business Panelists
Kim Tillotson Fleming, CFA®, Hefren-Tillotson, Inc.
Kim Tillotson Fleming is Chairman and Chief Executive Officer of Hefren-Tillotson, Inc., a privately held Pittsburgh-based firm offering comprehensive financial planning and investment advisory services for individuals, foundations, trusts, and qualified retirement plans.
Kim is a 2nd generation family business leader who succeeded her father as Chairman and CEO, and works alongside her brother who serves as vice-chairman. Her two sons are continuing the family legacy as the 3rd generation to work in the firm. Among many recognitions and awards, Kim has been voted one of Pittsburgh Business Times’ “Top 25 Women in Business” was honored by the PA DCED as one of “Pennsylvania’s 50 Best Women in Business.”
Christina Hapanowicz, Hapanowicz & Associates
Christina is a Wealth Advisor and Managing Director of Marketing and Business Development at Hapanowicz & Associates, an independent wealth management firm based in Downtown Pittsburgh, where she has been working for the past six years. Throughout her career Christina has spent time in every department of the company, allowing her to truly learn the ins-and-outs of the finance industry, as well as the makings of a successful family-owned business.
In 2020, Christina founded the Next Generation Network (NGN), a peer forum group within the IEE for professionals who are working for their own family businesses. NGN’s members come together to discuss best business practices and share their perspectives on the opportunities and obstacles that come with this unique and special opportunity of working with family.
Christina, her father and her brother enjoy their time together both in and outside of the office.
Patrick Jardini, American Gas Lamp Works
Patrick Jardini is the President of American Gas Lamp Works, a manufacturer and distributor of gas and electric lighting, outdoor heaters, and custom fire bowls.
A Pittsburgh native and Air Force Veteran, Patrick holds both an undergraduate degree and MBA from the University of Pittsburgh. With a background in Sales, Marketing, and Executive Leadership, he has been fortunate to use his personal and professional skills to help grow multiple family businesses centered in the metals and the manufacturing space.
Patrick and his father have had the opportunity to work together in more than one business, and have been thoughtful and strategic in their planned transition.