Year-End Essentials: A Cross-Functional Guide for Family Business Leaders

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Date: September 12, 2025
Time: 8:00 am - 10:00 am

Location
Griffin Student Center - ROOMS 258-260



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.

Don’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!




About the Speakers

Lorrie Diaz, Strategic HR – Annual to-dos for HR audit 

Michele Himes, Acclarity – Financial audit readiness 

Kelly Jasin, Emens Wolper Jacobs & Jasin Law – Review of annual succession planning goals 

Jill Kerns, Acclarity –  Strategic year-end IT system and policy update 

Ron Suhar, Marsh McLennan – Year-end insurance coverage review 

Facilitated by: Jeff Cope, JACO Advisory Group