Your current and future employees of your family business are increasingly voicing their expectations that their employers need to demonstrate care. They’re making decisions to join or stay with a company based on the employer’s commitment to a variety of social, environmental, and other issues. Are your employees connected to the core values of your family business? Join us for an interactive discussion about aligning your company core values with your workforce’s values. Improved employee engagement shows in your bottom line through better productivity, less turnover, and longer tenure within your organization. All attending are encouraged to complete the free Life Values Inventory prior to this session, and to bring your results and company values with you. ... read more

In Glassdoor’s 2020 Diversity Hiring Survey, more than 3 out of 4 job seekers and employees (76%) report that a diverse workforce is an important factor when evaluating companies and job offers. If your organization’s benefits offerings are not perceived as inclusive, you may be missing out on talent or failing when it comes to retention. As well as being a part of benefits offerings, inclusive benefits can be a key metric for empowering and establishing an actionable Diversity, Equity and Inclusion strategy. This session will also address trends we are seeing with employers as it relates to culture and wellbeing, and the benefits that companies can offer to help attract and retain top talent including but not limited to: * Mental Wellbeing * Family forming benefits and caregiving support * Financial Wellbeing You're invited to join Gary Abernathy and Nick Bellanca from Marsh McLennan Agency as they: * Define inclusive benefits * Describe the business case for inclusive benefits and rationale behind certain options * Provide examples of inclusive benefits strategies that are relevant today ... read more

A well-drafted and executed buy-sell agreement can go a long way toward ensuring the multigenerational longevity of your family business. It can help to protect the family, the company, and can provide peace of mind about the future for family business owners. Join us in person as we pull back the curtain to dig deep into the details of buy-sell agreements. Discussion will include: • Who should own? Who are “Permitted Transferees?” Who should be? • The 4 D’s (death, disability, d.i.v.o.r.c.e, and dissension) • Calls and Puts • Drag Along and Tag Along • How to determine fair market value if buying out an interest…and values depending on circumstances • What happens if the buy-sell agreement is TOO restrictive? Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity! Generously sponsored by Morgan Stanley ... read more