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How Generational Diversity Shapes Our Lives, Families, and Society

Join the Diversity & Inclusion Committee of the Estate Planning Council of New York City for an engaging panel, including Eliza Orleans of CFAR, about Generational Diversity! From our family dynamics and work lives, to our larger society and policies - so much of our everyday is driven by diverse perspectives across generations. Panelists: Eli […]

Basics of Board Structure

Nancy Drozdow moderates a panel discussion at the Private Company Governance Summit with Caleb White along with Jim McHugh of Southworth International and Stephanie Kim of Telemon. This session explores […]

Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients

By 2030, more than two-thirds of wealth in the United States will be held by women. Women face different challenges and opportunities when it comes to financial planning, especially during life transitions such as marriage, divorce, becoming a widow, and others. This session explores the specific financial concerns and considerations that arise during critical life […]

Redefining Experiences: Leveraging Your Generation’s Advantage

Young professionals come to the table with years of experience and valuable insights, but young talent can be underutilized when in the same room as seasoned colleagues. This interactive workshop from The Family Wealth Alliance delves into strategies for harnessing your age as a powerful asset. Megan Helzner and Eliza Orleans, lead a discussion on […]

Implementing Generational Family Values for Business Success

Success in generational family businesses is often deeply rooted in a shared set of values, with many being traced back to the founding generation. These values serve to unite the family, stabilize dynamics, and set the tone for interactions with employees and customers, leading to outcomes desired by the family. Todd Smith moderates a session […]

Successfully Leading Change in Healthcare Organizations

Jennifer Tomasik moderates a panel discussion on Successfully Leading Change in Healthcare Organizations as part of the ACHE Rhode Island Chapter annual meeting. Panelists include: Alison Croke, President and CEO, Wood River Health Services Jeffrey Gaines, MD, FACEP, Chief Medical Officer and Vice President, Medical Affairs, Newport Hospital Matthew Weiss, Managing Director, EY-Parthenon ACHE Face-to-Face […]

How-To’s: Your Family Businesses’ Resiliency Depends on its Structure

Your family business’s resiliency depends on its structure strategies for whether your business is solely owned, sibling controlled, or diffusely owned. To truly understand the issues that impact a family business, you must see them for what they are: Family businesses are not a monolithic block, but rather a “species” with various sub-species, and any […]

“Relationship Building Hacks”

Victoria Nessen is a panelist as part of the XPX Greater Boston 2024 Summit. The panel will be moderated by Greg Romero of Romero Solutions Group.