Tiverton Advisors LLC
David Chattleton is the founder of Tiverton Advisors, LLC, one of the first agriculture-focused private equity firms in the US. The firm was founded in January 2013 and currently manages ~$1 billion of assets in the agricultural sector. He is also the Board Chairman of Growers Holdings, Inc., a leading precision Ag firm based in NC.
Prior to founding Tiverton, Mr. Chattleton spent 10 years at Morgan Stanley in New York in various management, advisory and investment roles. He worked in the real estate, financial institution and financial sponsor sectors, where he executed over $65Bn of transactions. Mr. Chattleton was also a Principal and the Chief Strategic Officer of International Farming Corp., an investment manager focused on acquiring and leasing US farmland. Previously, Mr. Chattleton worked at both McKinsey & Company and Goldman, Sachs & Co.
A graduate of the University of Virginia’s McIntire School of Commerce, Mr. Chattleton remains active in the community. He serves on the Advisory Board of the University of Virginia’s McIntire School, is a UVA Class of 2000 Trustee and is a founding member of the McIntire Young Alumni Council. He is also a Deacon at Christ the King Church in Raleigh, NC. Mr. Chattleton, his wife Christy and daughter Harper reside in Raleigh, North Carolina.
The Family Business Consulting Group
Mike Fassler provides family business planning services focusing on helping his clients grow their relationships, capabilities and capital. Mike is a principal of The Family Business Consulting Group and has been serving family businesses for over 25 years.
Mike supports families to develop and implement plans and decisions for succession, governance, and strategy. His work with family businesses in agriculture spans the supply chain including producers of annual crops, permanent planting crops, dairy products and protein; input suppliers; horticultural; processing and wholesale distribution. Mike has also enjoyed his service in various agricultural industry leadership positions.
Presentation: Unlocking Joint Venture Value Through Governance
Oklahoma State University and Ferrell Law Firm
Shannon Ferrell is a Professor in the Oklahoma State University Department of Agricultural Economics, where he specializes in Agricultural Law. He grew up on a cattle and wheat operation in Western Oklahoma, and obtained his Bachelors and Masters degrees in Agricultural Economics from OSU before obtaining his Juris Doctorate from the Oklahoma City University School of Law with endorsements in Estate Planning and Business and Financial Services Law. Shannon spent a number of years in full-time private practice before joining OSU in 2007.
As an educator and speaker, Shannon helps audiences all over North America understand the fundamental legal elements of farm business management and farm transition planning. He has provided over 400 presentations and workshops to a cumulative audience of nearly 25,000 while authoring over fifty publications, including serving as lead author on the Farm Transition Workbook. In private practice, he helps farm families with the legal mechanics of the farm transition process.
Presentation: Breaking Up is Hard to Do: Exit Strategies
K Coe Isom
Adam Groom, a manager with K·Coe Isom, provides clients with business advisory solutions, including strategy, finance, and operational optimization. He specializes in conducting market analysis and understanding the trends and drivers that impact costs and prices in new and existing markets. Adam is highly skilled at working with clients to help optimize their data, as well as enhance their accounting and finance capabilities. He evaluates the most efficient use of resources, and consults with clients using various financial frameworks to enable business owners to make sound decisions around capital spending, business valuation, and scenario planning.
Adam is a graduate of the University of Miami in Coral Gables, Florida, with a Bachelor of Business Administration in Economics and Finance.
Presentation: Working Together: How to Get Paid!
University of Kentucky and former VP of Manufacturing, Toyota Motor Manufacturing
Cheryl G. Jones joined Toyota Motor Manufacturing in 1987. She began her career as an assembly manufacturing supervisor, eventually achieving Vice President of Manufacturing during her 22 years with the company. Cheryl retired in 2009.
Her extensive knowledge of the Toyota Production System encompasses final vehicle assembly, robotic painting using solvent borne and waterborne paints, and parts delivery from supplier to final vehicle assembly. In 2005 Cheryl received international experience working as Toyota's senior advisor at their new truck manufacturing facility in Baja, Mexico. Upon her return from Mexico, her responsibilities were expanded to include regional team leader for all six Toyota North American assembly plants self-reliance initiative.
Cheryl was named as one of the 2005 Automotive News Top 100 Women in the Automotive Industry. She led Toyota North American Women's Leadership initiatives for Toyota, such as the Women's Leadership Exchange Network as a senior advisor, and In the Interest of Women.
She has a degree in Business Management from the University of Ky and a degree from Northwood University in Information Systems Management and Business Management. Cheryl is currently focused on teaching manufacturing and systems implementation utilizing her extensive Toyota production experience and knowledge. She works with the University of Kentucky Lean Systems Program as a lean practitioner.
Presentations: Lean Process 1: Lean - It's Not Just for Beef and Lean Process 2: Muda not Mooing
Lehrkinds Coca-Cola and Mountain County Distributing
Carl Lehrkind IV is a 5th generation owner/operator of Lehrkinds Coca-Cola and Mountain County Distributing with facilities in Bozeman, Helena, Great Falls, Billings, Lewistown, and Sydney Montana. His family’s business operations have serviced customers and consumers across some of the most beautiful parts of Southwest Montana including Yellowstone National Park for over 100 years. While the primary business is the sales and distribution of beverages within the Coca-Cola portfolio, the enterprise also thrives with expanded business ventures that include the distribution of wine, gallon & bottled water sales, franchised distribution of Coors beer, hotel and restaurant ownership, land management and most recently a joint venture in micro-brewing beer that has brought back his own family’s brand of lagers/wits/IPA/Ales under the Julius Lehrkind Brewing name.
The Lehrkinds enterprises employ over 150 people and year over year make significant contributions to the communities they serve via revenue/tax generation, numerous civic partnerships and donations. Within the Coca-Cola franchise bottling system, Lehrkinds is consistently viewed among the top tier of independent franchise bottlers. This designation is reached through extensive efforts in delivering year over year growth in sales and profitability through superior execution in the market. Growth in the beverage business is tough to achieve and only driven when there is consistent and thoughtful leadership that is focused beyond the basics of sales/distribution and seeks to build innovative ways to deliver goals through their team’s efforts of meeting and exceeding the needs of the customers and consumers they serve. Carl is the tip of the spear in directing the actions, activities, and accountabilities for the entire Lehrkinds team in the push for continuous improvement.
Presentation: Driving Continuous Improvement and Operational Excellence