SUNY New Paltz: Hudson Valley Future Summit

The Well-Planned Business Owner

Discover how to organize, streamline, use AI tools, and fraud protection for long-term success while protecting your legacy that you’ve worked hard to create.

Business owners face unique challenges in managing wealth and preserving legacies for future generations. The definition of a “well-planned” business owner understands the importance of organizing and streamlining his or her business, personal, and legacy planning goals into a cohesive strategy designed to meet those goals optimally.

Thinking in these terms and planning for each phase can go a long way in helping a business owner successfully prepare for the transitions ahead.

We've dedicated this year's Hudson Valley Future Summit for all-sized businesses to help them face unique challenges in managing wealth and preserving legacies for future generations. 

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. 
 

WHO SHOULD ATTEND?

• All size business owners and/or staff who play a vital role in guiding their company's future.
• Businesses concerned with financial fraud and using AI tools.
• Financial/wealth management advisors.
• Suppliers and partners to local businesses.
• You're someone who has considered buying or selling an existing business.

WHY SHOULD YOU ATTEND?

• Opportunity for business leaders/members and outside partners to learn together, build connections, exchange ideas, practices and processes in an interactive and unique environment.
• Learn to navigate through your evolving passions and pursuits, helping you build a plan that reflects your aspirations for your wealth now and in the year's to come.
• As a business owner or employee, it’s time to put everyday AI tools to work for you. From automating routine tasks to uncovering new insights, AI can help you boost productivity and drive real growth.

Full details and registration at https://www.newpaltz.edu/futuresummit/