Education

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

Ensure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy. Discuss will include: * Estate planning documents * Buy-sell agreements * Transfer of assets beyond stock * Proper asset titling Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity! Generously sponsored by Morgan Stanley ... read more