Year-End Essentials: A Cross-Functional Guide for Family Business Leaders
Date and Time
Friday Sep 12, 2025
8:00 AM - 10:00 AM EDT
Friday, September 12
7:45 am - Registration/Coffee
8:00 am - Session
9:30 am - Q&A
Location
Ohio Dominican University
Griffin Student Center - ROOMS 258-260
1215 Sunbury Rd.
Columbus, Ohio 43219
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Fees/Admission
Free for Conway Center members and invited guests interested in Conway Center membership.
The Conway Center for Family Business encourages relationship building and networking among family business members and between service provider members and family business members. However, the Center prohibits direct solicitation in all forms in order to preserve the trust and privacy of our members. VIEW non-solicitation policy.
Contact Information
Amy Dotts, COO & Events Manager
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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.
Panelists:
Lorrie Diaz, Strategic HR - Annual to-dos for HR audit
Michele Himes, Acclarity - Financial audit readiness
Kelly Jasin, Emens Wolper Jacobs & Jasin Law Firm - Review of annual succession planning goals
Jill Kerns, Acclarity - Strategic year-end IT system and policy update
Marsh McLennan - Year-end insurance coverage review
Facilitated by Jeff Cope, JACO Advisory Group
