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: Leveraging the Power of Advocacy and Philanthropy for Family Business Success |
Shelley Hoss, Orange County Community Foundation Pat Soldano, Family Enterprise USA |
|
Tuesday, April 23, 2024 |
Workshop: Building the Family Enterprise |
Dana Telford, Principal Consultant, Family Business Consulting Group |
Ashesh Kamdar, GBS Linens Russell Stein, Huddl3 Group Greg Totten Totten Tubes |
Tuesday, June 25, 2024 |
Workshop: Is a Family Office Right for You? |
Pat Soldano, Family Enterprise USA |
Sandy Juranich Whit Batchelor, Whittier Trust |
Tuesday, August 13, 2024 |
Workshop: Changes in Lifetime Gifting Examptions |
RSM |
|
Tuesday, October 22, 2024 |
Workshop: Exiting CEO's |
Jonathan Goldhill, Goldhill Group |
Martha Daniel, IMRI and Cytellix |
Tuesday, December 10, 2024 |