Name:
Year-End Essentials: A Cross-Functional Guide for Family Business Leaders
Date:
September 12, 2025
Time:
8:00 AM - 9:30 AM EDT
Event Description:
Join industry experts from accounting, IT, HR, legal, and insurance as they share key year-end considerations for family businesses. Each panelist will provide practical insights and actionable takeaways to help you strengthen your business across key operational areas. Whether you're preparing for an audit, planning for succession, evaluating technology investments, or optimizing your financial position, this comprehensive session will equip you with the strategic knowledge needed for successful year-end planning.
Facilitated by Jeff Cope, JACO Advisory Group
Panelists:
Lorrie Diaz, Strategic HR - annual to-dos for HR audit
Michele Himes, Acclarity - Financial audit readiness
Kelly Jasin, Emens Wolper Jacobs & Jasin Law Firm - review of annual succession planning goals
Jill Kerns, Acclarity - strategic year-end IT system and policy update
Marsh McLennan - year-end insurance coverage review
Facilitated by Jeff Cope, JACO Advisory Group
Panelists:
Lorrie Diaz, Strategic HR - annual to-dos for HR audit
Michele Himes, Acclarity - Financial audit readiness
Kelly Jasin, Emens Wolper Jacobs & Jasin Law Firm - review of annual succession planning goals
Jill Kerns, Acclarity - strategic year-end IT system and policy update
Marsh McLennan - year-end insurance coverage review
