Register Now
Wednesday, February 18, 2026
Lehigh Country Club
8:00 am - 11:30 am
Join us for a continental breakfast seminar on The Next Chapter: Planning Succession and Ownership in Family Business on Wednesday, February 18 from 8:00 to 11:00 a.m. at the Lehigh Country Club.
Real Stories. Expert Insights. Your Next Chapter.
Join us for an insightful panel discussion designed for the family business navigating the complexities of succession and ownership transition.
What to Expect:
- Panel Discussion: Hear directly from family business leaders who have successfully gone through succession planning. They will share real-world experiences, lessons learned, and practical insights.
- Expert Q&A Session: After the discussion, a panel of trusted advisors will answer your questions and provide professional guidance on succession and ownership transitions.
Panel Discussion Speakers:
- Mike Mitchell – The High Center
- Karen Norheim – American Crane & Equipment Corporation
- Andrew Lawler – Barry Isett & Associates
Expert Panel Q&A:
- Bob McCormack – Murphy McCormack
- Matt Kulp – Legacy Planning
- Anthony Beltrami – Fitzpatrick, Lentz & Bubba
Moderator: Tom Garrity – Compass Point
Don’t miss this opportunity to gain clarity, inspiration, and actionable strategies for your next chapter.
Date/Time:
02/18/2026
8:00 am - 11:30 am
Location
Registration
Register for The Next Chapter: Planning Succession and Ownership in Family Business - Register Now
Mike Mitchell
Executive Director of the High Center
Mike Mitchell is the Executive Director of The High Center at Elizabethtown College. Prior to this role, he was President and CEO of Amelia’s Grocery Outlets, where he led the growth of a 15-store chain before its sale to Berkshire Partners and Grocery Outlet Inc. Mike holds an MBA from the Wharton School and has held marketing roles at Heinz, General Mills, and Unilever. He’s actively involved in nonprofit and community boards and was named Lancaster Chamber’s Small Business Person of the Year in 2010 and a Central Penn Most Admired CEO in 2019.
Karen Norheim
President & CEO of American Crane & Equipment Corporation
Karen Norheim is President & CEO of American Crane & Equipment Corporation, where she leads the company’s growth and digital transformation. As a second-generation leader, she’s built on her father’s legacy while shaping a strong, values-driven culture around the mantra: “Always Lift. Never Quit.” Karen is a passionate advocate for manufacturing, mentoring, and innovation—launching initiatives like the Innovation Lab and Smart Crane IoT to bring advanced technology to small and mid-sized businesses. A frequent speaker and role model, she inspires future leaders—especially women—to pursue careers in manufacturing and leadership.
Andrew Lawler
President of Barry Isett & Associates
Andrew Lawler is President of Barry Isett & Associates, a multi-discipline engineering and consulting firm headquartered in Allentown, PA. A graduate of the U.S. Naval Academy and former Marine Corps officer and KC-130 pilot, Andrew transitioned into the business world with leadership roles at Lutron Electronics, VEC, and West Side Hammer Electric. He joined Barry Isett as COO in 2024 and was promoted to President in 2025, where he now oversees company strategy, operations, and financial performance.
Bob McCormack
Managing Partner
Bob is the founder of Murphy McCormack Capital Advisors and a seasoned advisor specializing in ownership transitions and succession planning for privately held, middle-market companies. Drawing on decades of experience in financial services and mergers & acquisitions, Bob helps business owners navigate complex transitions with confidence. His expertise includes business valuation, strategic planning, and guiding families through successful generational transfers.
Matt Kulp
Partner, Financial Advisor
Matt has spent over 20 years helping business owners prepare for successful transitions. At Legacy, he works closely with privately held and family-owned companies to align their goals with long-term succession strategies—whether passing the business to the next generation or selling to an external buyer. As part of Legacy’s Business Owner Advisory Team, Matt guides clients through a proven process for continuity and growth, ensuring smooth and strategic ownership transitions.
Anthony Beltrami
Shareholder
Anthony P. Beltrami (“Sonny”) is a Shareholder in the Firm’s Estate Planning & Administration of Estates & Trusts and Corporate, Business & Banking Groups at Fitzpatrick Lentz & Bubba. Anthony is a trusted advisor to family-owned and closely held businesses, guiding them through succession planning and ownership transitions. He helps clients develop strategies that protect business continuity, minimize risk, and ensure smooth generational transfers. With extensive experience in corporate governance and estate planning, Anthony provides practical solutions tailored to the unique challenges of family enterprises.
Moderator: Tom Garrity
Compass Point Faily Business
Tom Garrity is Managing Partner of Compass Point Consulting, LLC, where he specializes in growth strategy and ownership transition for family businesses. With a background in building and leading family-owned companies, Tom founded Compass Point in 2003 to help owners and executive teams strengthen both their businesses and family dynamics. He is a certified Gravitas Impact™ and Value Builder™ Business Coach and invests heavily in ongoing professional development. Tom is also deeply involved in the Lehigh Valley community, serving on multiple boards and contributing to local organizations and publications.
EVENT TIMELINE:
- 7:30- 8:00 am – Check-in and Networking
- 8:00– 8:05 am – Welcome and High Center Introduction
- 8:05 – 9:00 am – Panel #1
- 9:00 – 9:30 am –Break and Networking
- 9:30 – 10:30 am – Panel #2
- 11:00 am – Event ends