Dear Participants,
We are pleased to invite you to join us on September 17th for the next edition of the Family Business Financial Forum. Every six months, we gather to decide together what we want to learn, discuss, and focus on next. This edition’s theme is "Artificial Intelligence and Its Implications for Family Businesses — in Strategy and the Finance Function." The Family Business Financial Forum is a private event for CFOs of family businesses, whether famil they are family membersy members, designed to foster a trusted space for knowledge exchange and strategic learning.
10:00 | Opening Session with Filipe Santos (Católica-Lisbon SBE)
10:30 | The Portuguese Paradox: AI in Family Businesses by Nuno Melo Loureiro (PwC)
11:15 | Roundtable moderated by Patrick Ohle (FBXperts): Adopting AI with Confidence: Strategy, Capital, and Legal Frame, with Carlos Roxo Jerónimo (PwC), TBC (VdA), Jose Leyte (Mondoconsulting) and Alexandre de Perregaux (Founder Intelyse)
12:30 | Seated Lunch
14:00 | Keynote: Keynote: The AI Strategy Playbook for Family Businesses: From Experimentation to Advantage, by René Bohnsack (Católica-Lisbon SBE)
14:45 | Roundtable: Will AI Build the Next Great Companies, or Break the Old Ones? moderated by João Ribeiro da Costa (Católica-Lisbon SBE), with Lídia Tarré (Gelpeixe), and Isaac Fidalgo Vaz (Prismore Capital).
16:00 | Keynote: Counterarguments / Alternative Perspectives on the Use of AI, By Rui Pereira (Co-Founder of OutSystems)
16:45 | Closing: Summary & Perspectives by Liliana Dinis (Católica-Lisbon SBE)
Please note that the event has a participation fee of €50 per person, which covers parking and the seated lunch. We look forward to welcoming you on September 17th!
Who Can Participate: Participation in this Forum is intended for CFOs and leaders of Family Businesses. Places are limited, and priority will be given to registrations from Family Business Association Members. If you are not a Member, please contact us at: efs@empresasfamiliares.pt
