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Greater Philadelphia Chapter In-Person Event| The Family Business Board Life Cycle and What Directors Must Know
CFAR Amenity Center
1700 Market Street
Philadelphia, PA 19103
Thursday, May 04, 2023, 6:00 PM - 8:00 PM EDT
Category: Greater Philadelphia

The Family Business Board Life Cycle and What Directors Must Know


A dynamic education session and panel discussion on what it takes to move from a family-only board of directors to a board comprised of family members and independent directors, across different stages of a company’s life cycle. Hear directly from family members and board members about questions such as:

  1. Why bring non-family directors onto the board of a family business?
  2. When might a family business be ready or not be ready for outside directors?
  3. What happens at different stages?
  4. How to position oneself well, as an aspiring independent director, during the different phases of life cycle?


$40 Member Registration Fee
$60 Non-Member Registration Fee


Thank you to our National Sponsors!

Thank you to our Event Sponsor!



Caleb E. White
Family Board Member (G6); Principal/Board Member; Independent Board Member
Ensign-Bickford; CFAR (Center for Applied Research); Various Private Companies

Caleb E. White, Principal, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high impact leader in both privately-held and large public companies, at different stages of development and across multiple industries. This includes leading his sixth-generation family business, Ensign-Bickford Industries, Inc. Caleb brings both personal and professional insight to leadership and governance dilemmas facing clients.

As a member of CFAR’s Owner-Led Business practice, Caleb’s work is driven by an ability to create strategic value: identifying investment/acquisition opportunities, strong P&L acumen, and dedication to building a culture of operational excellence. From his experience in his family’s business, he is also particularly attuned to high stakes shareholder issues and complex multi-generational family business dynamics.

Prior to joining CFAR, Caleb was President and CEO of Ensign-Bickford, a privately held portfolio of diversified manufacturing companies, where he furthered expansion and spearheaded nearly ten acquisitions helping transform the portfolio into new areas. He is now a member of its Board of Directors. Caleb also serves as a Director of the Lee Company, Axiam Inc., and Brokers International, and has been a member of numerous not-for-profit boards throughout his career, including St. Mark’s School of Southboro, MA and the Eugene O’Neill Theater Center, which was founded by his father.

Caleb received his MBA from Northwestern University/Kellogg Graduate School of Management, and his BA in East Asian Studies from Yale University.


Christin Cardone McClave
Chief Growth Officer; Board Member; Former COO, CHRO, and Board Member
AchieveNEXT; ParagonX Holdings (CAVU); CARDONE Industries


Christin Cardone McClave is a former board member, 3rd generation family member and COO/Chief People Officer of CARDONE Industries, a global aftermarket auto parts manufacturing company. In 2019, she successfully co-led the company sale to one of the largest, global private equity firms. She previously held successful leadership roles at Johnson & Johnson in IT, Digital Marketing, and New Business Development. In her current role as Chief Growth Officer at AchieveNEXT, Christin consults and coaches emerging & middle market leaders on Human Capital Solutions – providing Strategic HR Advisory, DEI, Culture Engagement, Executive Coaching and Executive Outplacement services. She is passionate about aligning People strategy with Financial metrics and loves to connect the dots for Finance and HR leaders to come together as the “Chief Performance Officer” team to drive value and longer-term growth.

Christin also serves on the board of ParagonX Holdings.(CAVU), Global Impact/, Capital for Good, and World Vision’s “Strong Women, Strong World” advisory council and is passionate about educating women and girls across the globe. She also sits on the Salvation Army of Philadelphia’s KROC Center Advisory Council. Christin and her husband, Dan, have three boys and reside in Suburban Philadelphia.


Leslie C. Voth
Chairman, Chief Executive Officer & President


Having led Pitcairn’s transformation from a century-old single-family office into an industry-leading multi-family office, Leslie has a unique perspective on managing the inevitable change that all families must navigate to achieve multi-generational success. As CEO and President, Leslie oversees all client relationships and guides Pitcairn’s unique, learning-driven culture. As Chairman, she is directly responsible for the overall corporate planning and strategic growth of the firm. Leslie is the first chairman of the board not part of the Pitcairn family.

During her tenure at Pitcairn, Leslie has spearheaded the firm’s Wealth Momentum® family office service model to specifically address the complex interplay of family and financial dynamics. Education and continuous learning have always been a primary objective for Leslie. She’s passionate about empowering rising leaders to gain the knowledge and skills they need to meet the needs of wealthy families. Additionally, she founded the Pitcairn Women’s Forum.

Leslie has received multiple industry accolades over the years and has been quoted in leading industry publications such as Barron’s, Crain Currency, The Wall Street Journal, The International Family Offices Journal, Private Wealth, and Family Wealth Report. She has also authored the chapter “The Lifecycle of the Family Office” in the Handbook for Advisors: Family Offices.

Prior to joining Pitcairn in 1993, Leslie was Vice President of the Meritor Financial Group. She holds a degree from Wheaton College.



Megan Helzner
Senior Manager
CFAR (Center for Applied Research)


Megan Helzner, Senior Manager, serves organizations within CFAR’s family enterprise and owner-led business and non-profit practices. She brings more than 10 years of industry experience in operations, management, development, and consulting to her work addressing challenges in strategy, governance and leadership, change, and organizational design.  

Megan holds a BA in International Relations from Ursinus College, an MPA from the University of Pennsylvania, and certificates in non-profit and museum leadership from Bryn Mawr College and Claremont Graduate University. She is currently pursuing an MBA at the Wharton School of the University of Pennsylvania.