BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20250912T120000Z DTEND:20250912T140000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Year-End Essentials: A Cross-Functional Guide for Family Business Leaders DESCRIPTION:Join industry experts from accounting\, IT\, HR\, legal\, and insurance as they share key year-end considerations for family businesses. Each panelist will provide practical insights and actionable takeaways to help you strengthen your business across key operational areas. Whether you're preparing for an audit\, planning for succession\, evaluating technology investments\, or optimizing your financial position\, this comprehensive session will equip you with the strategic knowledge needed for successful year-end planning.\n\n\n\n\n\n\n\nPanelists:\n\nLorrie Diaz\, Strategic HR - Annual to-dos for HR audit\n\nMichele Himes\, Acclarity - Financial audit readiness\n\nKelly Jasin\, Emens Wolper Jacobs & Jasin Law - Review of annual succession planning goals\n\nJill Kerns\, Acclarity - Strategic year-end IT system and policy update\n\nRon Suhar\, Marsh McLennan - Year-end insurance coverage review\n\n\n\nFacilitated by: Jeff Cope\, JACO Advisory Group\n\n\n\nDon't miss this opportunity to take a proactive approach in your family business - strengthening compliance\, financial stability\, legal preparedness\, cybersecurity\, and risk management - so you can build a solid foundation for resilience and growth in the year ahead! X-ALT-DESC;FMTTYPE=text/html:
\nJoin industry experts from accounting\, IT\, HR\, legal\, and insurance as they share key year-end considerations for family businesses. Each panelist will provide practical insights and actionable takeaways to help you strengthen your business across key operational areas. Whether you'\;re preparing for an audit\, planning for succession\, evaluating technology investments\, or optimizing your financial position\, this comprehensive session will equip you with the strategic knowledge needed for successful year-end planning.
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\nPanelists
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\nPanelists:
\nLorrie Diaz\, Strategic HR - Annual to-dos for HR audit
\nMichele Himes\, Acclarity - Financial audit readiness
\nKelly Jasin\, Emens Wolper Jacobs &\; Jasin Law \;- Review of annual succession planning goals
\nJill Kerns\, Acclarity - \; Strategic year-end IT system and policy update
\nRon Suhar\, Marsh McLennan - Year-end insurance coverage review
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\nFacilitated by: Jeff Cope\, JACO Advisory Group
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\nDon'\;t miss this opportunity to take a proactive approach in your family business - strengthening compliance\, financial stability\, legal preparedness\, cybersecurity\, and risk management - so you can build a solid foundation for resilience and growth in the year ahead!
\n \; LOCATION:Ohio Dominican University Griffin Student Center - ROOMS 258-260 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard. UID:e.9081.7989 SEQUENCE:3 DTSTAMP:20260504T025426Z URL:http://conwayfamilybusiness.memberzone.com/events/details/year-end-essentials-a-cross-functional-guide-for-family-business-leaders-7989 END:VEVENT END:VCALENDAR