Education

Succession planning and transition planning are two critical yet distinct processes in family business. Succession planning is a comprehensive, strategic process that focuses on identifying, developing, and preparing potential future leaders to take over. Transition planning, on the other hand, is a more tactical and immediate process that outlines the specific steps, timeline, and mechanics for transferring ownership and management responsibilities from one generation to the next, essentially outlining the ''how'' of the succession process. Join us as we examine the key components and concerns for each, as well as best practices and pitfalls to avoid when developing a plan to protect and continue your family business legacy. ... read more

Join us as we explore how artificial intelligence is transforming family businesses. Learn practical strategies for AI implementation while preserving family business values. Panel Focus: * AI integration strategies for family businesses * Balancing tradition with technological innovation * Risk management and ethical considerations * Workforce transitions and upskilling family members * Competitive advantages through AI adoption Panelists: Bill Balderaz, Founder of Huckle Jared Martin, Operations Manager of Sterling Process Equipment Eric Spurling, Co-Founder of The Alan Morgan Group Ben Tarrier, President of Tarrier Steel Facilitated by: Jeff Cope, Principal, JACO Advisory Group Sponsored by Meaden & Moore ... read more