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Learn about the critically important stewardship responsibilities expected from shareholders and how “Humble, Hungry, and Smart” can be integrated into a shareholder preparation plan.

Join us to learn:

  • How an aligned, competent, committed shareholder team can make or break a governance system;
  • How family firms of different sizes and complexity educate and prepare their shareholders on the Path to Shareholdership;
  • Some of the key responsibilities which include selecting board directors, Charitable Giving Policy, etc.

We will hear from:

Tara is a 5th generation family member who joined the business in 2014.  She is currently the Director of Shareholder Services and in this role, develops and administers shareholder policies, serves as the liaison between the company and family members’ legal, financial, and other professional advisors, and facilitates the Clemens Family Owners Board.





April 29
9:00 am - 10:30 am
Event Category: