Dr. Jeffrey A. Rosensweig – Wednesday Keynote Speaker

JEFFREY ROSENSWEIG is the Director of the Global Perspectives Program at Goizueta Business School of Emory University. Previously, he served for six years as an Associate Dean. An international business and finance professor, he focuses on global investing and business in the global economy. He also specializes in financial, macroeconomic, and business forecasting. A frequent keynote speaker on topics related to global economic and financial trends and forecasts, he is selected annually as the global-investing keynoter at the Security Industry Association’s Annual Institute. Jeff is known for a unique ability to combine original and useful business content with an engaging and dynamic speaking style.

Jeff is often quoted in the national business press, including Forbes, Fortune, and Businessweek. He has appeared nationally on ABC “World News Tonight” and “Good Morning America”, the NBC “Today Show”, NBC “National Nightly News”, “Nightline”, Bloomberg TV, and he is a frequent economic commentator for CNN. He has published numerous papers in academic and business journals. He has written three books, including the critically-acclaimed Winning the Global Game: A Strategy for Linking People and Profits.

Active in executive education, Jeff was selected by the Wall Street Journal as one of the 12 favorite professors in all Executive MBA Programs worldwide. Jeff received his M.A. and B.A. in economics (summa cum laude) from Yale University and a Ph.D. in economics from Massachusetts Institute of Technology (MIT). Further, he received a master’s degree in philosophy, politics, and economics as a result of two years of study at Oxford University as a Marshall Scholar. The British Government has selected him to serve on the Marshall Scholarship Selection Committee for 16 years, and during the past four years has appointed him Chairman for the Southeast. Jeff has been selected as a lifetime member of the world-renowned Council on Foreign Relations.

Before Emory, Jeff served as senior global economist in the Research Department of the Federal Reserve Bank of Atlanta. Other previous experience includes serving as an economic consultant to the Government of Jamaica and teaching international finance at Yale’s School of Management. Elected by the faculty in 1996, Professor Rosensweig served for 12 years as Chairman of Emory University’s Center for Ethics.


Leon B. Resnick and Terrance K. Resnick – Friday Keynote Speakers

Understandable Succession Planning: Assuring the Successful Continuation of Your Business

Understandable Succession Planning: Assuring the Successful Continuation of Your Business

In understandable language, business owners will learn needed tools and strategies in the areas of business succession and wealth preservation and eventual transition of assets (with special focus on their business). Typically the more successful business owners become, they also become more vulnerable. Accordingly, techniques will be discussed showing how to combat those vulnerabilities and assure that the successful business remains just that – successful! Among the areas of focus will be why successful businesses ultimately fail, the importance of coordinating estate plans with succession plans, addressing active vs. inactive children within a family business (does it make sense to leave the business to all the children?), liquidity issues, valuation methodologies that will satisfy the IRS while lowering the tax bill, the proper type of buy-sell agreements that allow for maximum tax savings and most cost efficiency and insurance funding mistakes that often result in millions of dollars in taxes paid that could have been legally avoided and solutions to avoid this scenario. The seminar wraps up by tying in many of the areas of the seminar discussion into a real-life compelling family business case study that is sure to strike a chord with everyone in the audience!  Special attention will be given to the most recent tax act and how the current federal estate tax benefit can actually end up harming businesses – and how to avoid this situation!