November 1, 2023 / Santa Fe Convention Center / 1:00 PM – 4:30 PM MDT / $75
Instructed by Rancher, HMI Certified Educator, and HMI Board Member Kelly Sidoryk
Held in conjunction with the 2023 Regenerate Conference (sold separately)
Have you identified the core values that will help you manage your business and your assets?
Are your aspirations clear for the next generation?
Do you know what the next generation’s aspirations are?
Would you like to learn how to create a strong foundation for communicating around succession and transfer planning?
This half day workshop, led by Holistic Management Certified Educator Kelly Sidoryk, will explore the strategies to build a transition plan that is tailored to your own unique operation and family. You will also hear from guest speakers and co-facilitators about their experience with succession planning and management and asset transfer challenges. We will examine the initial steps of the succession planning process; creating a shared vision; communication and decision making; roles and responsibilities; important members of the succession planning team; contingency plans and intergenerational dialogue. You will have access to an online resource library of succession planning materials and templates to support you after this workshop. Whether taking the first steps or continuing the path of transferring to the next generation, this workshop will be valuable to all families in business.
Questions: Contact Marie von Ancken, [email protected]
$75 – Register soon, as we have limited space available.
Scholarship Deadline: October 25, 2023
Registration Deadline: October 27, 2023
Financial Assistance Available! (If you are in need of financial assistance please apply for a scholarship below.)
By registering for this event, you hereby consent and agree that HMI has the right to take photographs, videotape, or digital recordings of you and to use these in any and all media, now or hereafter known, for HMI outreach and further consent that your name and identity may be revealed therein or by descriptive text or commentary.
Kelly Sidoryk, Holistic Management Certified Educator
Kelly has been involved with Holistic Management for close to 25 years. She became an HMI Certified Educator in the late 1980s and has taught a number of courses and has worked with many family producers and management groups. One area of focus for Kelly has been the “human” piece, particularly in the area of succession planning as many operations and teams work through the process of transitioning to the next generation. Kelly is in the process of working through the third transfer of assets and management for the family business, now having the opportunity to experience from the side of the “older” generation.
Seth Wilner, Holistic Management Certified Educator
Seth Wilner has been a Holistic Management International Certified Educator since 2005. For 22 years he has worked as an agent educator with University of New Hampshire Cooperative Extension where he specializes in farm business management with an emphasis on whole farm planning.
Seth works across the state and throughout the Northeast Region. He has delivered numerous presentations on Holistic Management throughout the northeast region, including several multi-day workshops for both farmers and agricultural service providers. He received his B.S. from the University of Connecticut in soil science and his M.S. from the University of Wisconsin in Soil Fertility. Seth also served in the Peace Corps working with farmers in Senegal, West Africa from 1993 to 1995.
Seth’s areas of interest are in: financial planning, enterprise analysis, cost of production, effective communication, goal setting, and whole farm planning.. Seth feels one of his most used talents in farms is systems analysis. He especially likes to hone in on social and financial systems as they relate to moving towards farm sustainability. Recently, due to demand, Seth has focused a great deal of his efforts on succession planning and farm transfer work.
Hilary Knight, Rancher/Dixon Water Foundation
Hilary Knight is an advocate for regenerative agriculture, with a strong focus on sustainable land management practices. Originally from a beef cattle farm in South Africa, Hilary pursued a Bachelor of Commerce degree at Pretoria University before venturing into entrepreneurship.
After spending time working in London and traveling, Hilary returned to South Africa and embarked on an entrepreneurial career managing IT training, recruitment and selection, and education businesses. Due to family involvement, she became a practitioner of Holistic Management and contributed to her husband’s inter-generational family ranching business at a strategic level. She also assisted with hosting educational events and workshops that showcased the success of Holistic Management on their beef cattle farm in northern South Africa.
Having relocated to north Texas, Hilary currently serves as the Vice President of Operations at the Dixon Water Foundation. In this role, she manages finance, risk portfolios, and outreach efforts while overseeing events at the Josey Pavilion, Texas’ first living building. Through collaborative initiatives with like-minded organizations, Hilary strives to advance the adoption of regenerative agricultural practices.
Thank You to Our Funders
Scholarship funding support comes from the L&L Nippert Charitable Foundation.