Workshop Series
Register and join us for our breakfast workshop series on matters that mean the most to family-owned businesses and the role the College of Business and Economics can play in addressing these needs.
Location for all Workshops
College of Business and Economics — Third Floor
Scott and Deanna O’Brien Innovation Center SGMH 3210
Parking is reserved upon registration.
Event Schedule
7:30 a.m. - Registration, Network and Breakfast
8:15 a.m. — Program Start
10 a.m. — Close
| Workshop | Moderator and Contributor | Panel | Date |
|---|---|---|---|
|
Workshop: Is a Family Office Right for You? |
Pat Soldano, Family Enterprise USA |
Sandy Juranich Whit Batchelor, Whittier Trust |
Tuesday, August 13, 2024 |
|
Workshop: Engaging Wealth Transition: Real-Life Scenarios and Solutions for Effective Estate Planning |
Beatriz Parras, Senrior Manager, RSM US LLP Tandilyn Cain, Senior Manager, RSM US LLP |
|
Tuesday, October 22, 2024 |
|
Workshop: Exiting CEO's |
Jonathan Goldhill, Goldhill Group |
Martha Daniel, IMRI and Cytellix Sueling Chen, Arborland Montessori |
Tuesday, December 10, 2024 |
|
Workshop: EOS and the Family Business |
Adam Hill, CEO, Hill Brothers Chemical |
|
Tuesday, February 11, 2025 |