2026 Pittsburgh Business Legacy Conference
Preserving Businesses.
Strengthening Communities.
June 9, 2026
8 AM – 3 PM
University Club
123 University Place
Pittsburgh, PA 15213
About
Schedule
Panelists
About the Conference
The University of Pittsburgh School of Business and the University of Pittsburgh Center for Governance and Markets are hosting an educational conference to help small business owners develop their succession plans and preserve the legacies they have worked so hard to build.
Small businesses are vital to our community — employing neighbors, anchoring business districts, and sustaining relationships with customers, suppliers, and partners built over many years. This conference is designed to help protect everything they have created. While registration is required, there is no charge for this conference.
This isn’t just a day of lectures. It’s a tactical workshop where owners can:
- Hear from business owners who have transitioned their companies to legacy structures.
- Explore planning tools to better understand your succession options.
- Develop strategies to protect your biggest financial asset and provide for your family’s future.
- Talk with service providers to understand the legal, financial and other assistance available.
- Better understand the full range of legacy-focused succession pathways, including employee ownership, purpose trusts, multistakeholder partnerships and main street business legacy planning.
Who Should Attend
- Owners of small businesses
- Family members of small businesses
- Nonprofits
- Foundations
- Regional governments
- Financial institutions
Keynote Speaker
Corey O’Connor
Mayor, City of Pittsburgh
Schedule
| Time | Session |
|---|---|
| 8:00 – 8:30 AM | Breakfast and Registration |
| 8:30 – 8:45 AM | Welcoming Remarks and Introduction to the Conference |
| 9:00 – 10:00 AM | Workshops on Legacy Preparation |
| 10:30 – 11:30 AM | Panels on Founder Experiences |
| 12:00 – 1:00 PM | Lunch Keynote from Mayor of Pittsburgh, Corey O’Connor |
| 1:30 – 2:30 PM | Panels on Legacy-Oriented Succession Options |
Confirmed Panelists
Joel Burstein, CEO and Co-Founder of BEAM Collaborative
BEAM Collaborative
Joel Burstein is the CEO and co-founder of BEAM Collaborative, a strategic advisory firm focused on strengthening the small business ecosystem in southwestern Pennsylvania. Founded in 2020 in response to the region’s growing economic disparities, BEAM creates inclusive, sustainable pathways to business ownership through acquisition, succession planning, and long-term growth support.
Burstein’s entrepreneurial journey began with Keep It Simple Training and Development, a company he built to deliver high-impact leadership development and operational training across multiple industries. He then launched BEAM to address systemic gaps preventing small businesses from scaling—particularly in communities where ownership transitions and local wealth-building opportunities are often missed.
With more than a decade of experience as a Fortune 500 manager overseeing 70+ employees, Burstein has worked with executives, mid-level leaders, and front-line supervisors alike, advising on everything from strategic planning to daily execution. His consulting background combines deep operational knowledge with a talent for simplifying complex challenges and aligning teams around measurable results.
Burstein serves on the boards of the Pittsburgh Walk of Fame, Neighborhood Allies, and the Team Pennsylvania Foundation, where he continues to champion economic development and locally rooted entrepreneurship.
Albert Ciuksza Jr., Senior Vice President of Growth and Development, Solutions 21
Solutions21
Albert Ciuksza Jr. works with organizations to develop leaders, navigate succession, and drive performance through practical, experience-based approaches.
As Senior Vice President of Growth and Development at Solutions 21, he leads the firm’s leadership development and strategic consulting offerings. His work focuses on helping organizations prepare the next generation of leaders and execute through leadership, including programs such as Next Leader Now. He coaches executives, facilitates leadership programs, and advises organizations on strategy, succession, and organizational performance.
Ciuksza brings firsthand entrepreneurial experience as a startup co-founder and executive, where he built and led teams, secured patents, raised capital, and led commercialization efforts that culminated in a successful exit in 2025.
He is the co-founder and vice chair of Food Assistance Match (FAM) and a founding committee member of Club 66, a program of the Mario Lemieux Foundation.
Patrick Gallagher, Senior Vice President, Management Science Associates and trustee of MSA Purpose Trust
Patrick Gallagher is an experienced digital transformation technology executive with a diverse background that includes software development, executive level consulting, business development, and project management.
A computer scientist by degree, Gallagher’s career began by designing, developing and installing process control and other information management systems for domestic and international manufacturing companies.
Gallagher joined Management Science Associates (MSA) in 1992 after MSA acquired his software integration company. He has progressed through a number of positions within MSA and was President of two MSAsubsidiaries. His current title is Senior Vice President, and he has responsibility for MSA’s Metals and Advanced Manufacturing Division and also works closely with MSA’s Corporate Business Development group.
Gallagher holds a Bachelor of Science degree in Computer Science from Western Michigan University and is a frequent speaker, author, and session chair at numerous professional conferences, symposiums and seminars.
In 2023, Dr. Alfred Kuehn donated all of the shares of MSA to two entities: a for-profit purpose trust (MSA Purpose Trust) and a non-profit organization (the Dr. Alfred A. Kuehn Innovation Institute).
Gallagher is one of three trustees of the MSA Purpose Trust and one of four Directors of the Dr. Alfred A. Kuehn Innovation Institute.
Chris Gassman, Executive Director and Interim Faculty Director, Center for Sustainable Business
Pitt Business Center for Sustainable Business
Chris Gassman is Executive Director and Interim Faculty Director of the Center for Sustainable Business, a leading business strategy innovation and implementation hub at the University of Pittsburgh. The Center partners with organizations to innovate and implement resilience strategies that overcome existential disruptions.
Gassman previously served as Chief Commercialization Officer of a service-disabled veteran-owned small business addressing climate change, modern slavery, and innovation. He is a social intrapreneur with decades of experience across the U.S., Egypt, Germany, China, and beyond, helping organizations thrive.
He has mentored thousands of professionals pursuing purpose-driven careers, produced two podcasts featuring executive interviews on ethical business practices, and contributed to multiple books on similar themes. His five-year BHAG (Big Hairy Audacious Goal) is to help generate $1 trillion in revenue by making the world a thriving place for all.
Gassman earned a joint MBA and Juris Doctor degree from Carnegie Mellon University’s Tepper School of Business and the University of Pittsburgh School of Law. He received a Bachelor of Arts from the University of Colorado Boulder with a double major in International Affairs and Political Science.
Ron Gaydos, Pittsburgh Chamber of Cooperatives
Pittsburgh Chamber of Cooperatives
Ron Gaydos has extensive experience in economic development, organizational strategy, and cooperative business models. In 2015, he co-founded the Pittsburgh Chamber of Cooperatives, the region’s hands-on resource for cooperative business development, and contributed to the Pittsburgh Task Force on Employee Ownership hosted by the City of Pittsburgh.
Gaydos was introduced to cooperative economics through the EF Schumacher Society, now the New Economy Coalition, by Pittsburgh community leaders. He has also trained in consent-based governance and conducts training sessions for cooperatives and workgroups seeking efficient, non-hierarchical collaboration models.
Gaydos has started three businesses and has consulted for many others. He was a founder and operator in construction and real estate development for 15 years. After earning his Master’s degree in Public Policy and Management from Carnegie Mellon University’s Heinz College, he led major residential and industrial site development projects. He is a longtime advocate for equity, community engagement, and fairness in economic development.
Sonali Kothari, Co-Founder and Chief Revenue Officer, Zolidar
Zolidar
Sonali Kothari is Co-Founder and Chief Revenue Officer of Zolidar, a company building digital infrastructure for business succession and employee ownership transitions. Previously, she served as COO and Chief Product Officer of Kiva, helping scale the organization to more than $1 billion in loans.
She also served as COO of JFFLabs, where she helped launch programs and partnerships focused on workforce innovation and economic mobility. Her work centers on designing scalable systems that expand access and strengthen local economic resilience.
Kothari holds an MBA from UCLA Anderson School of Management and a degree from the University of California, Berkeley.
Joseph A. Massaro, Chief Strategy Officer, BEAM Collaborative
BEAM Collaborative
Joseph A. Massaro is Chief Strategy Officer of BEAM Collaborative, a strategic planning consulting firm designed to turn uncertainty into clear decisions for the people and organizations strengthening our local economy. BEAM creates strategic corporate supplier partnerships to improve the quality of Black lives in Pittsburgh.
Massaro believes the best leaders empower employees to be independent and efficient in their work. He specializes in helping teams create a common work language so managers and employees can operate more effectively together.
Sincerely committed to the organization’s mission, vision, and core values, his leadership is a driving force behind Massaro Construction Group’s sustained success. He also serves on the boards of the Western Pennsylvania School for Blind Children, Gateway Rehabilitation Center, Oakland Catholic, and the Pennsylvania Economy League of Greater Pittsburgh. He is also an MAAPE Examiner (Mid-Atlantic Alliance for Performance Excellence).
Kevin McPhillips, Executive Director & CEO, Pennsylvania Center for Employee Ownership
PaCEO (Pennsylvania Center for Employee Ownership)
Kevin McPhillips has more than 30 years of leadership experience in both nonprofit and private sectors. Before joining the Pennsylvania Center for Employee Ownership, McPhillips served as CEO of 1000 Museums, the leading online destination for museums and exhibitions worldwide.
Previously, he was President and Partner at The Princeton Companies, which was recognized by the Governor’s Office as a model of New Jersey business growth. He also served as President and co-founder of Direct Group, one of the nation’s largest direct marketing firms, and spent eight years leading nonprofit centers for citizens with special needs.
His experience managing and owning businesses has reinforced his belief that employee ownership and investment is good business. McPhillips is a graduate of Northwestern University.
Alexander P. Moss, MPPM, Founding Principal
Alex Moss is a Founding Principal and former president of Praxis Consulting Group, Inc., where he advises employee-owned, nonprofit, and mission-driven corporate clients in fully engaging employees to drive organizational performance. His expertise includes ownership culture, strategy, governance, leadership, and workforce education and engagement, and he is a frequent speaker and author on these matters.
Moss is a Trustee of the Employee Ownership Foundation and he serves on the ESOP Task Force of the Private Directors Association. He is a past member of the Boards of Directors of both the National Center for Employee Ownership and The ESOP Association. He has chaired The ESOP Association’s professional advisory committees on Fiduciary Issues and on Ownership Culture, and he has served the employee ownership community in numerous other capacities. He received The ESOP Association’s Life Service Award in 2011.
Alex serves as an Independent Board member of four ESOP companies, and chairs two of those. He has served on the boards of a number of cooperative and nonprofit community organizations, and he previously managed the social enterprise initiatives of a nonprofit community organization. He holds a Master’s degree in Public and Private Management (MPPM) from the Yale School of Management and an AB from Brown University.
Michael Palmieri, Associate Director, Ohio Employee Ownership Center
Ohio Employee Ownership Center
Michael Palmieri is Associate Director at the Ohio Employee Ownership Center (OEOC) at Kent State University. Since joining the OEOC in 2018, he has helped lead programming, research, and outreach efforts focused on expanding employee ownership.
His work includes developing educational resources for employee-owned companies, supporting business succession planning, and conducting applied research. Palmieri holds a PhD in Political Science from Kent State University, is a Certified Exit Planning Advisor (CEPA), and is a Fellow at the Rutgers Institute for the Study of Employee Ownership and Profit Sharing.
Jon Sirken, President, Hyper Networks LLC
Hyper Networks, LLC
Jon Sirken is President of Hyper Networks LLC, a leading full-service integrator specializing in the design, engineering, and maintenance of telecommunications and utility infrastructure. With decades of leadership experience in the telecommunications industry, Sirken has a proven track record of scaling complex operations while maintaining a people-first organizational culture.
In 2025, he led Hyper Networks through a landmark transition to an Employee Stock Ownership Plan (ESOP), a strategic move designed to preserve the company’s legacy and empower its workforce. Under his leadership, Hyper Networks has grown into a premier infrastructure partner known for resilience and operational excellence. Sirken is also a member of the HB Global leadership team and is dedicated to fostering environments where employee ownership and community engagement drive long-term business success.
Adam Smith, Chief Operating Officer, HB Global
HB Mechanical Group
With nearly two decades of dedicated service to the organization, Adam Smith serves as Chief Operating Officer of HB Global, a role he assumed in 2025.
Smith began his journey with HB McClure in 2008, working directly in the field. This foundational experience informed his subsequent leadership roles as Account Manager, Sales Manager, and Vice President of Service. He became President of HB McClure in 2021.
Beyond day-to-day operations, Smith has served as an Internal Trustee for HB Global since 2017. He earned a Bachelor’s degree in Business Administration from Penn State University in 2005 and an Executive MBA from Villanova University in 2017.
Registration closes May 15, 2026
Don’t miss this opportunity to network, learn, and shape the future of your business. Reserve your seat now!
Questions?
Have questions about the event? Connect with us and a member of our team will reach out.
