Hudson Valley Future Summit

The Hudson Valley Future Summit demonstrates the University's role as a cultural hub in the Hudson Valley, generating conversation and new ideas for promoting sustainable growth and prosperity in the region.

We've dedicated this year's Future Summit for members and partners of family businesses who play a vital role in guiding a company's future, whether you work in or financially advise family businesses, are married into it, or are a next-generation owner not currently involved in operations.

The Multigenerational Business: Charting a Course for Success

Who should attend?

All size family-run businesses
Financial/wealth management advisors
Suppliers and partners to family-run enterprises

Why should you attend?

Opportunity for family business leaders/members and outside partners to learn together, build connections, exchange ideas, practices and processes in an interactive and unique environment.
Achieve a better understanding of succession planning to have a strategy that aligns your business, family, and wealth goals for the short and long term.
Overcome communication roadblocks by exploring common communication challenges and generational misunderstandings that fuel conflict.
You're someone who has considered buying or selling an existing business.

Event Details:

Wednesday, November 13, 2024.

Check-in begins at 11:30 am. Please see full schedule below. Please note: If arriving late, please proceed to the Samuel Dorsky Museum of Art to check in.

The Samuel Dorsky Museum of Art at SUNY New Paltz

Includes a delicious locally sourced lunch, workshops and networking reception.

Please note: If arriving late, please check in at Samuel Dorsky Museum of Art first).

Featuring Kimberly A. Eddleston, PhD - Schulze Distinguished Professor, Northeastern University. Founding Editor, FamilyBusiness.org.

Discount tier pricing available for multiple guests

Read press release here.

REGISTER HERE

Schedule of Events

11:30 a.m. - 12:30 p.m.	Check -in, networking and locally-sourced lunch (Samuel Dorsky Museum of Art). Please note: If arriving late, please check in at Samuel Dorsky Museum of Art first).
12:30 p.m.	Opening Remarks, SUNY New Paltz President Darrell P. Wheeler (Samuel Dorsky Museum of Art)
12:40 p.m. - 1:40 p.m.	Opening Session: Here’s to Future Success: Breaking through the Isolation and Ensuring Long-Term Family Contributions (Samuel Dorsky Museum of Art) Presenters: Eric Gullickson, President, Mohonk Mountain House Tom Smiley, Chief Executive Officer, Mohonk Mountain House Richard Croce, Jr., President Viking Industries Moderated by Kimberly A. Eddleston, PhD, Schulze Distinguished Professor, Northeastern University. Founding Editor, Familybusiness.org SESSION DETAILS
2:00 - 2:45 p.m.	Putting the Success in Succession Planning for the Transition of the Family Business. Presented by Matthew Lee, Director Wealth Strategies, Wilmington Trust Emerald Family Office & Advisory Team. and Mary Ellen Cologero, Vice President, Senior Wealth Manager, Wilmington Trust, N.A. (Student Union) SESSION DETAILS
2:45 p.m. - 3:00 p.m.	Break
3:00 p.m. - 4:30 p.m.	Intergenerational Conversations: Overcoming Communication Challenges. Presented by Kimberly A. Eddleston, PhD, Schulze Distinguished Professor, Northeastern University. Founding Editor, Familybusiness.org (Student Union) SESSION DETAILS
4:45 p.m. - 5:30 p.m.	Closing Session: Entrepreneurship Through Acquisition. Presented by Andrew Breen, Partner, The Buy Build Fund & Assert Digital Ventures and Eliza Edge, Program Director, Hudson Valley Venture Hub at SUNY New Paltz, a NYSTAR Innovation Hot Spot (Samuel Dorsky Musuem of Art) SESSION DETAILS
5:30 p.m.	Reception (Samuel Dorsky Museum of Art)

Sponsorship recognition is available. For inquiries: sandickl@newpaltz.edu or 845-257-3972.

If you have questions or require special accessibility accommodations to fully participate in this event, please contact sandickl@newpaltz.edu or 845-257-3972 to make appropriate accommodations.

REGISTER HERE