FOOD FOR THOUGHT

Thursday, October 9, 2025
7:45 a.m. Breakfast, 8:30-10:45 a.m. Program
Fluno Center and Online

Charting Your AI Course: Strategies, Tools, and Success Metrics

Presented by BDO

Discover how to embark on your AI journey, starting from crafting a tailored strategy and selecting the most impactful use cases to establishing clear metrics for success. We’ll also explore a range of tools and vendors available in today’s market.

Making Sense of Private Investing: Insights for Family Business Owners

Presented by Aspiriant

Private investing (putting money into private equity or venture capital funds, real estate partnerships, direct investments in other private businesses, etc.) has been gaining attention in recent years. In this session, we’ll explore the realm of private investing from a family business owner’s perspective. You’ll learn how to weigh costs and complexity, where these investments might fit into your broader financial planning and strategy, how they coordinate with your existing ownership in a family business, and the key tax considerations to keep in mind when evaluating opportunities.