This roundtable creates a dedicated environment for peer-to-peer discussions on pressing issues, including:

• Succession Planning: Ensure smooth transitions while preserving family legacy.

• Governance: Discover best practices tailored to family-owned institutions.

• Financial Health: Explore strategies for sustainable financial growth.

• Legacy Goals: Define long-term objectives that align with family values.

• Strategic Planning: Align business strategies with family principles.

Engage with others who understand the unique dynamics of family-owned banks. This session provides valuable insights and solutions to help your institution thrive, and it’s an opportunity to build strong connections with like-minded professionals.