Education

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

Join us for an insightful lunch and learn event, featuring speakers who will guide you through practical approaches to implementing AI in your organization. Panelists: John Farhat - President of AI Freedom Alliance and founder of Farhat Services Company, John will focus on strategies to ensure initial success in AI implementations, helping you avoid common pitfalls and achieve early wins. Ryan Keller - Third gen Vice President of Triad Marketing & Media, Ryan will share real-world experiences implementing AI solutions at Triad Marketing & Media, with practical lessons and actionable takeaways. Ravi Teneneti - Senior VP of Engineering at Jorie AI, Wharton graduate, and Forbes Technology Council member. Ravi will address the economic considerations, investment strategies, and ethical implications of AI projects. This lunch and learn event provides a perfect opportunity to gain valuable insights into AI adoption strategies that deliver real business value. ... read more