Session D

Family Business

Presented By: Bank of Texas / Statesman Business Advisors, LLC

Panelists and description to be announced soon.

Moderator:

Jessica Seff
Director
Statesman Business Advisors

Jessica Seff joined Statesman in 2018 as Vice President of Mergers & Acquisitions and currently serves as Director. She brings more than 12 years of experience in corporate finance, financial and strategic planning, and regulatory compliance for a wide range of companies including Lehman Brothers, Shell Trading, Axiom Commodity Group, and Yes Prep Public Schools. She holds the coveted CFA designation, and she collaborates extensively with the CFA Institute and the CFA Society of Houston. Jessica is registered with FINRA holding the Series 63 and 79 licenses.

Jessica received her B.B.A. from Vanderbilt University, graduating Magna Cum Laude, and her Master’s degree is from the London School of Economics.

Panelists:

Michael Benedict
SVP, Business Transition Advisor
BOK Financial

Works exclusively on planning and orchestrating the ownership transition of privately held companies. These transition engagements include insider transactions and external sales to 3rdparties.

26 years experience as Wealth Advisor, going on to 8 years as a Business Transition Advisor. Joined BOKF March 1, 2016.

Bachelor of Business Administration, The University of Texas, Austin, Texas; Master of Business Administration, The University of Dallas, Irving, Texas; Certified Financial Planner (CFP®) 1989; Certified Exit Planner (CExP™) 2017; Certified Exit Planning Advisor (CEPA™) 2020.

Current member Business Enterprise Institute (BEI) and Exit Planning Institute (EPI); Past member and Treasurer of Austin Financial Planning Association; Past adjunct professor University of Dallas; Past member of Rotary International; Past board member and chair of Christian Community Storehouse; Past superintendent of Fort Worth Stock Show and Rodeo Junior Steer Show.

Family Business

Conference Location

Houston Country Club