- Ole Miss School of Business
- Innovate.ms
- Mississippi Angel Network
- Miss. Small Business Development Center
- Transactional Law Clinic
- UM Foundation
- Insight Park
- Division of Technology Management
- Haley Barbour Center for Mfg. Excellence
- Mississippi Development Authority
- Mississippi Small Business Development Center
- Oxford-Lafayette County Chamber of Commerce
- North Mississippi Enterprise Initiative (NMEI)

5th annual It’s All Relative Family Business Symposium
September 15-16, 2026 | Sheraton Flowood Refuge Hotel & Conference Center
At the 2026 Family Business Symposium, we’ll explore governance and what it truly means to build smarter boards.
Registration is Open
The Legacy Leadership Program is committed to creating a trusted, non-transactional environment where family business leaders can engage in candid conversations about the opportunities and challenges unique to family enterprise.
To preserve this peer-learning experience, general registration for the It’s All Relative Family Business Symposium is reserved primarily for family business owners, senior executives (including non-family executives and board members), family trust directors, family council and family office leaders, and shareholders of family-owned businesses whose primary business is other than advising family-owned businesses.
Attendees are expected to respect the confidentiality of discussions and refrain from solicitation, prospecting, or client recruitment activities. Our goal is simple: create a space where family business leaders feel comfortable sharing real experiences, asking difficult questions, and learning from one another.
Thank you for helping us maintain the trust and integrity of this community.
Early bird: $499/person | $399 for additional attendees in same registration group. Early bird registration ends August 16th.
General: $749/person | $399 for additional attendees is same registration group.
$749/person
Registration Closes September 14th
Our Mission
Family businesses are the foundation of Mississippi’s economy, yet they face unique challenges in leadership, succession, and sustainability. As a part of the UM CIE Legacy Leadership Program, the It’s All Relative Family Business Symposium is dedicated to empowering family-owned businesses by providing a platform for leaders, family members, and employees to connect, learn, and grow.
Through expert-led discussions, best practice sharing, and collaborative networking, we aim to equip attendees with the tools and knowledge to navigate the unique challenges of family business ownership and ensure the success and sustainability of their legacies for generations to come.
Symposium Highlights
This 2-day event provides thought-provoking keynotes, expert-led discussions, and interactive sessions tailored to the needs of family enterprises. Whether you are navigating leadership transitions, implementing growth strategies or fostering innovation, this symposium delivers the knowledge and resources to help your business thrive across generations.
The 5th annual Family Business Symposium dives deep into a critical pillar of long-term business survival: Governance and Boards. Attendees will unpack the exact blueprints required to transition your business from an informal, reactionary operation into a legacy powerhouse governed with intent, clarity, and foresight.
- The Problem: Overlapping boundaries where business arguments bleed into family holidays, and family drama dictates business strategy.
- The Solution: Designing clear boundaries through Family Councils and Family Constitutions. Consequently, you will learn how to govern the family’s relation to the business completely separate from day-to-day operations.
Who Should Attend?
- Family business owners and executives
- Next-generation leaders preparing for succession
- Family business employees and stakeholders
- Entrepreneurs and business advisors supporting family enterprises
This symposium is designed specifically for Mississippi family business leaders who need actionable solutions. Whether you’re first generations or fourth generation, this symposium invites you to be in the room!
Symposium Agenda
Tuesday, September 15
9:45 AM Check-In
10:30 AM Opening Remarks | Dr. Clay Dibrell, Co-Director of the Ole Miss CIE
10:45 AM Opening Keynote: Building an Organizational Culture | Joey Havens, CPA, CGMA, and author of Leading with Significance: How to Create a Magnetic, People-First Culture
11:30 AM Networking Lunch
1:00 pm Powering Through Generations | Fireside Chat with Brian Robinson, 3rd Generation President & CEO at Robinson Electric Company
2:00 pm Coffee Break with Sponsors
2:15 pm Independent Board Directors' Panel | Moderated by Clay Dibrell
PANELISTS:
Christopher Ray, CEO at The Ramey Agency
Ned Rand, Former President and Chief Executive Officer at ProAssurance Corporation
Wesley Goings, President at Telapex, Inc.
3:15 pm Dividend and Redemption Policies | Travis Harms, President at Mercer Capital and Tripp Crews, Vice President at Mercer Capital
4:30 pm Case Study I - Amplifying Family Business Stories | Will Hunt, Beth Hunt, and Kallen Alderman, Hunt Marketing Firm | Moderated by Dr. Allyn Cascio, CIE Director of Strategic Partnerships
5:30 PM - 7:00 PM Reception
Wednesday, September 16
7:30 AM Check-In & Breakfast
8:00 AM The State of Family Business Research | Dr. Clay Dibrell, Co-Director of the Ole Miss CIE and Dr. Chelsea Sherlock Wagner, Assistant Professor of Management at Mississippi State University
8:30 AM Revisit Day One Learnings | Liza Cirlot Looser, Founder, CEO and Chairman of The Cirlot Agency, and Dr. Allyn Cascio
9:00 AM Case Study II - Fiduciary Fundamentals | Scott Reed, Chief Executive Officer at Hardy Reed, LLC
9:45 AM Coffee Break with Sponsors
10:00 AM Family Governance | Angelo J. Loumbas, Executive Director & Family Office Resources Generalist at Morgan Stanley
11:00 AM Closing Keynote | Al Williams, CEO at Bush Brothers & Company
12:00 PM Departure (Lunch To-Go)
Become a Sponsor
Invest in the continuity of Mississippi family businesses by becoming a sponsor for the It’s All Relative Family Business Symposium. With your support, the Center for Innovation and Entrepreneurship can continue to provide informational and networking opportunities for family business owners, leaders and employees in Mississippi.
As a family business leader, you understand firsthand the unique balance of growth and family dynamics. Sponsoring this event is more than a marketing opportunity. It is an investment in the peer network that sustains our regional economy.
As a Corporate Sponsor, you position your organization not as a vendor, but as a trusted partner. Your support helps foster meaningful discussions, provide valuable resources, and strengthen the legacy of family businesses in Mississippi.
Email ciefb@olemiss.edu for more information on sponsorships.
Stay in the Know
Click here to subscribe to the Family Forum Newsletter to receive updates about the symposium directly to your inbox!

















