May with the Family Foundation – Have a chat with an expert

The event is organized under a cooperation agreement aimed at building a platform for exchanging knowledge and competencies in managing family businesses, as well as enhancing the innovativeness of family businesses in Lublin. In the coming days, we encourage you to take advantage of free, individual consultations with our experts, which will allow you to delve deeper into the topic of family foundations. Experts available to answer questions related to the development of family businesses, as well as the establishment and management of family foundations, include:

1.Beata Żukowska, UMCS – Since 2017, she has been researching family businesses – their unique resources, strategies, and business financing. Her current research topic is the possibilities and potential of using big data and AI technologies in family enterprises.

 Scope of consultation: Selection of mechanisms/tools, potential economic and financial impacts, family governance, formalization of planning and control, manager vs. external advisor. Expert duty: May 27, from 5:00 PM Preferred form of consultation: Email/online meeting Contact: beata.zukowska@umcs.pl

2. Urszula Ogorzałek, GWLAW – Tax Advisor – Provides tax solutions in succession processes of Polish family businesses, as well as in restructuring processes, real estate transactions, and share sales.

Expert duty: May 2024 Preferred form of consultation: To be arranged with the expert Registration: ewelina.sobolewska@gwlaw.pl; +48 500 587 126

3. Agnieszka Mitręga – Legal Counsel, Managing Partner at GWLAW – Specializes in capital market law, transactions, and corporate law. She also specializes in structuring and conducting M&A transactions and reorganizations of capital groups (divisions, transformations, mergers).

Expert duty: May 2024 Preferred form of consultation: To be arranged with the expert Registration: ewelina.sobolewska@gwlaw.pl; +48 500 587 126

4. Attorney Daria Leszczyk at GWLAW – Specializes in commercial company law, with a particular focus on succession planning in family businesses. She leads numerous processes for planning and implementing complex succession processes, both at the corporate level and within the family environment (estate planning, ownership changes, family constitutions). She has advised major Polish family businesses in generational change processes.

Expert duty: May 2024 Preferred form of consultation: To be arranged with the expert Registration: ewelina.sobolewska@gwlaw.pl; +48 500 587 12

5. Katarzyna Sobańska-Helman, Strategic Advisor at GWLAW, interim manager – A high-class manager specializing in creating business value, business modeling, and reorganization. She has extensive, over 20 years of experience at the top executive level, including CEO, general manager, and managing director positions in both foreign capital companies and family businesses.

Expert duty: May 2024 Preferred form of consultation: To be arranged with the expert Registration: ewelina.sobolewska@gwlaw.pl; +48 500 587 126

6. Mariusz Szmit – Lublin Business Club, Director of Development at FIM Consulting sp. z o.o. (fim.pl), Business Advisor, Expert in strategic marketing. Manager and advisor with over 25 years of experience. Specialist in transforming and developing enterprises to increase efficiency. He gained experience in various industries such as FMCG, building materials production, sports and recreation, healthcare, and startup development. His holistic approach to business and management views it as a system of interrelated elements. The company’s particularly valued specialization is implementing solutions for System Profit Management, which requires creating a tailored business monitoring system.

Scope of expert advice: Managing efficiency and profitability to improve economic results. Expert duty: May 2024 Preferred form of consultation: To be arranged with the expert Registration: mariusz.szmit@fim.pl, +48 510 218 611

7. Przemysław Gruba – Head of the Investor Service Department, Strategy and Investor Service Department, Lublin City Hall.

Scope of consultation: Investment support for companies Expert duty: May 28, 2024, from 1:00 PM to 3:00 PM Preferred form of consultation: To be arranged with the expert Registration: przemyslaw.gruba@lublin.eu, +48 81 466 25 13

We encourage you to participate and contact the experts!