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Family Enterprise Leaders Forum 2026: AI Transformation
AI, strategy, and value creation in family enterprises
Artificial intelligence is transforming how companies compete. For family enterprises with multiple shareholders, the real challenge is not access to technology – it’s deciding where AI can create value, choosing a strategic direction and committing to an investment path. Most importantly, family owners must align around those decisions.
The 2026 Family Enterprise Forum equips family business owners with a clear, rigorous framework for understanding how modern AI and analytics create value, and how those capabilities translate into strategy, investment decisions and execution. Participants will build intuition for the underlying logic of predictive and generative AI, learn to distinguish real opportunities from noise, and explore how data, models and organizational design interact to produce business impact.
Across two highly interactive days, participants will engage in case discussions, hands-on exercises and collaborative workshops that mirror the real decisions family owners face: prioritizing AI investments, evaluating risk and aligning shareholders with different perspectives and time horizons. Families will develop a shared language and decision framework, empowering them to use AI to strengthen and transform the family enterprise for generations.
VIDEO: Academic Director Matt Allen introduces the Family Enterprise Leaders Forum — an intensive, two-day program tailored for leaders of complex family enterprises, with a focus on strategic growth.
Who Should Attend
- CEOs, presidents and board chairs from family enterprises
- Individuals guiding multigenerational family businesses
- Organizations navigating complex family, ownership or governance structures
- Large family companies with significant operational scale
- Both family and non‑family leaders are encouraged to attend together to maximize shared learning
Key Benefits
- A rigorous framework for identifying real AI value
Discover how predictive and generative AI creates business impact, and how to separate meaningful opportunities from distractions to avoid costly missteps
- Stronger strategic alignment among owners and leaders
Build a shared language and decision framework to reduce friction among shareholders and enable unified choices about AI investments, risk, and long‑term direction
- Greater confidence in AI‑related investment decisions
Evaluate ROI, risk, and strategic fit to create smarter capital allocation and clearer investment pathways through cases and hands‑on exercises
- Practical intuition for how data, models, and organizational design interact
Gain a grounded understanding of how AI capabilities connect to real business processes to enable informed conversations with technical teams and external partners
- Tools to future‑proof the family enterprise across generations
Learn to integrate AI into strategy and governance to enhance productivity, unlock new insights, and sustain long‑term value creation for future generations
Program Content
This annual program brings together leaders from multigenerational enterprises to explore a timely theme relevant to their unique challenges and opportunities. Through a combination of group work, case discussions, and structured peer exchange, participants gain practical tools and fresh perspectives to strengthen decision-making and leadership effectiveness. The program fosters collaboration among peers facing similar complexities, offering actionable strategies that apply across business functions and family dynamics.
Faculty
Matt Allen - Executive Director of the John L. Ward Center for Family Enterprises and John L. Ward Clinical Professor in Family Enterprise
Eric T. Anderson - Polk Bros. Chair in Retailing; Professor of Marketing
Family Enterprise Suite
Address the unique challenges of running a family business
2026 Sessions
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October 13 - 15, 2026 Start: October 13 at 6:00 PM End: October 15 at 3:00 PM
A preferred hotel rate is available at the Omni Chicago. |
$8,450 Fee does not include accommodations. |
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