Events Calendar

Let’s give your handbook and policies a 2026-ready makeover. This session will focus on the updates your family business should implement now, plus the changes you may want to make to better reflect how you actually work in 2026. We’ll dive into your handbook “look and feel” too - your philosophy around design, inclusivity, and accessibility - and how a refreshed format can make policies easier to understand and use. Think of it as a “before and after” for your handbook: come prepared to share your current handbook questions, frustrations, and wish list so we can talk through real-life ideas and solutions together. We’ll cover what to keep, what to cut, and what to refresh so your handbook is compliant, current, and actually read by your team - not just signed once and forgotten. ... read more

Architecting and Evolving Your Business Culture - Organizational culture is the ultimate differentiator and driver of performance, especially in a family business. This session focuses on defining or evolving your core vision and values and setting the stage for cultural adoption. Family business leaders will learn how to ensure consistent follow-through and ownership of the desired culture at every level of the business. ... read more

This full-day event will explore how we can ensure AI is adopted responsibly through shared ethical standards that empower humanity. The summit will feature interactive and educational sessions led by thought leaders, technologists, policymakers, and advocates who are passionate about making AI fair, transparent, and bene?cial for everyone. Learn about the legal and technical challenges with implementing AI solutions within your organization. Understand how to assess your business preparedness. Build better solutions while protecting your organization's risk profile. Understand the data requirements and governance to ensure success. Finally, learn how to think strategically about AI as a differentiation tool for your business. This summit is highly recommended for C-Suite leaders to learn as well as interact with each other and our sponsors. ... read more

Measuring Success, in the Family Business and in Life - Everything we do here in our Next Gen Business Leaders Group is designed with success in mind. But we might be thinking: How do I know when I’ve reached a level of success? It’s important for us to get clarity around goals, mission, vision, and values, ... read more

A thoughtfully designed and implemented buy-sell agreement is one of the most powerful tools for preserving your family business across generations, protecting both the family and the company while giving owners greater peace of mind about the future. Join us as we unpack the key provisions every buy-sell agreement needs to safeguard your family business. Key Topics: The Four D’s, Calls and Puts, Tag-Along & Drag-Along Rights, Equal Shares Trap, Valuation Methods. 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! ... read more