Family businesses are a pillar of the Polish economy
Today, many of them are facing one of the most important challenges in their history — transferring responsibility to the next generation and adapting their operating model to a rapidly changing business environment.
The Family Business Forum will provide a space to seek answers to these challenges and to exchange experiences among family business owners, successors, representatives of family foundations, as well as legal, financial, and tax experts.
TIME LEFT UNTIL THE EVENT:
Agenda
Family Business Forum
09:30 Guest Registration
10:00 Opening of the Conference
10:15 Inaugural Speech Dariusz Duma – President of the Management Board, Family Business Network Poland Association “Company, Family… and YOU. Can entrepreneurs be happy?”
10:30 BLOCK 1. Succession
- How to effectively plan succession in order to protect both the company and family relationships? The most common mistakes made by entrepreneurs and successors.
- Should succession be treated as a process rather than a one-time event? How to prepare the next generation to take over responsibility for the business and establish rules of cooperation to reduce the risk of disputes?
- Professionalization of management. When is it worth separating ownership from management and entrusting part of the responsibilities to external managers?
- Psychological aspects of succession. How to reconcile the founder’s experience with the ambitions of the younger generation and leverage the potential of both sides while considering the changing business environment?
11:45 Networking Break
12:15 BLOCK 2. Capital
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Financing growth. What equity, banking and public financing instruments can support the international expansion of family businesses?
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Private equity as a growth partner. When is it worth bringing an investor into a family business? How can companies leverage the capital, know-how and experience of funds to reach the next stage of growth?
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Private debt as a response to the financing gap. Are tightening capital requirements permanently changing the financing structure of businesses and increasing the role of private debt funds?
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From lending to strategic partnership. How can banks support family businesses in financing expansion, technological transformation and long-term investment plans?
13:30 Lunch
14:45 BLOCK 3. Wealth Management
- A family foundation as a tool for wealth protection, succession, and investment. What objectives does it help achieve, and for which companies is it the best solution?
- Managing family wealth. How to combine asset security with active investment? How to diversify in order to effectively grow its value over the long term, spanning several generations?
- The role of Private Banking and Wealth Management in the family business ecosystem. How to combine wealth protection, succession advisory, investment diversification, and financing within one comprehensive service?
- Private debt funds as part of a family capital investment strategy. How can investments in funds support portfolio diversification and the generation of stable income?
16:00-18:00 Workshop session – facilitated by Dariusz Duma – President of the Management Board, Family Business Network Poland Association “Family and business across generations – competencies for the future”
* The organizer reserves the right to make changes to the program.
Lidl Fair Pay Gala and Banquet
18:00 Registration for the Gala and Networking Cocktail
18:30 Official Opening of the Gala and a speech by Kamil Wyszkowski, National Representative, Executive Director, UN Global Compact Network Poland, “The impact of Earth’s climate change on global supply chains. Is there cause for concern?”
18:40 Awards Ceremony
19:30 – 23:00 Evening Banquet
The Family Business Forum takes place alongside the European Trade and Export Forum – two exceptional events held on the same day and at the same venue.
Prelegents
Block 1: Succession
Strategic advisor, investor, and entrepreneur with over 25 years of experience in strategy, value creation, and execution. He supports business owners, supervisory boards, and management teams in translating strategic ambitions into measurable business results – EBITDA, cash flow, and long-term enterprise value.
He combines consulting experience with investment practice (over 10 years in the private equity and venture capital markets), implementing transformational and development projects in highly complex and performance-driven environments. He has completed over 100 capital investments, including a project awarded the “Impact Investment of the Year” by EBAN.
CEO of Inventity Foundation and co-creator and leader of the GROWING PAINS STRATEGY® methodology, supporting the scaling and professionalization of organizations. He is a certified GPS® advisor and author and co-author of numerous business development strategies.
An entrepreneur since 1985. In 2015, he was recognized as one of the 20 best Polish managers by Bloomberg Business Week. He has been a speaker at numerous PE/VC conferences, including NOAH, MergerMarket, and Founder Forum. He serves on the supervisory and advisory boards of numerous MCI portfolio companies across Europe.
MCI, founded in 1999, is one of the most dynamic private equity groups in Europe, focused on digital transformation. It manages €600 million in long-term capital and has completed over 100 investments and 70 exits.
MCI’s investment portfolio ranges from €25 million to €100 million. MCI’s strategy focuses on expansion and buyout investments in Central and Eastern Europe in sectors such as SaS, e-commerce/MarketPlaces, fintech/insurtech and digital infrastructure/digital transformation.
BUSINESS AND INNOVATION
Vice President of SMAY Ventilation Systems — a Polish company operating in 34 countries, specializing in ventilation and fire safety systems. Associated with the industry for over 20 years. In 2021, she became the first woman to hold the position of Vice President in her niche. Her path proves that analytical thinking, determination, and courage can break down any barrier — including the glass ceiling in engineering.
AIR QUALITY AND SAFETY
For years, she has been promoting a fire safety culture and concern for indoor air quality — both from a technical and social perspective. She is the co-author of a European patent for a wireless airflow regulator powered by perovskite cell technology — a solution that combines material innovation with smart ventilation. In 2016, she organized the international “Safe Evacuation” conference, which resulted in official CNBOP guidelines for stairwell ventilation in residential buildings. She is the Editor-in-Chief of the free magazine Buildvent and a board member of PLGBC (Polish Green Building Council).
PHILANTHROPY AND FOUNDATION
President of the Maj Family Foundation named after Piotr Maj and initiator of the “Pomaganie Buduje” (Helping Builds) project. Under her leadership, the Foundation raised over PLN 8 million across three editions for its beneficiaries, running social and sports projects — such as the Polish Construction Industry Championships in road cycling and a charity golf tournament.
MENTORSHIP AND WOMEN IN TECH
Mentor for women in tech and Advisory Board Member of the Mentoring F2F program. Her mission is to remove barriers — both stereotypical and invisible — standing in the way of women in management and engineering.
PERSONAL LIFE
Motorsport enthusiast.
AWARDS AND RECOGNITION
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2025 |
Forbes Women “50 Over 50” |
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2025 |
Most Influential Woman in Poland |
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2024 |
Award of Non-Indifference |
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2023 |
International Woman of the Year in Fire Safety |
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2022 |
Top Charity Award |
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2021 |
Top Woman in Real Estate |
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A graduate of the Faculty of Law and Administration at the University of Warsaw, he has been involved in the financial market from the beginning of his professional career. He has worked at PKO TFI and the mBank Group, among others. Since 2023, he has been President of the Management Board of CERES Investment House, an independent brokerage house and one of the fastest-growing in Poland in recent years, and President of the Management Board of CERES Family Office, a company dedicated to building the security of clients’ families and assets.
At mBank’s brokerage house, he served as Wealth Manager and Director of Wealth Management. While working in mBank’s Private Banking Department, he was responsible for developing the company’s offerings in the areas of succession, tax planning, and international insurance products, as well as offering investment funds and asset management services to businesses. He also served as President of the Management Board of BRE Property Partner Sp. z o.o., where he was responsible for the restructuring of the capital group. He has extensive experience in client relations with HNWIs, estate planning, and succession planning, as well as in M&A processes. He is a Certified European Financial Planner (EFP EFPA) and lecturer at the Postgraduate Investment Banking Program at the Warsaw School of Economics.
Michał is a Partner at EY-Parthenon, responsible for mergers and acquisitions (M&A) projects. He has nearly 20 years of extensive experience in M&A projects on both the sell-side and buy-side. His clients include global and Polish private equity funds, international corporations, and Polish entrepreneurs. Michał has worked with clients across a wide range of industries, including technology, consumer products and services, transport and logistics, and industrial manufacturing.
Karolina Sikorska is the Marketing Director of the UNIMOT Group, one of Poland’s largest independent fuel and energy groups. She oversees marketing, communications, reputation management, and brand development across the Group’s diverse portfolio, which spans sectors such as fuel, energy, logistics, infrastructure, and the energy transition.
In 2026, she received the “Young People at the Forum” award in the Business category at the 35th Economic Forum in Karpacz.
As a representative of the next generation in a family business, she combines her deep, long-standing familiarity with the organization with her own professional career and managerial responsibilities. She is particularly passionate about topics such as succession planning, building authority, and the role of the new generation in the growth of family businesses.
She holds degrees in War Studies from King’s College London and Strategic Marketing from Imperial College London. An entrepreneur and the founder of the brand Teddy’s Treats, she is also actively involved in initiatives aimed at the next generation of leaders and entrepreneurs.
Block 2: Capital
Bazyli is a Director at EY-Parthenon, specializing in mergers and acquisitions (M&A) projects. He has over 10 years of experience in transaction advisory, with particular expertise in sell-side processes, as well as buy-side projects.
In his work, he closely collaborates with entrepreneurs and business owners, supporting them in preparing and executing transactions and securing the right investors. He has also worked with global private equity funds, strategic investors, and international corporations. His experience primarily covers the technology and business services sectors, industrial manufacturing, and other specialized industries.
Michał Górecki is a senior investment partner at MCI Capital with over 10 years of experience in investment and private equity, overseeing MCI’s investments in eSky, Webcon, and Answear.com.
Prior to joining MCI, Michał participated in several investment projects in the real estate, retail, and consumer sectors and advised on numerous M&A transactions.
Paweł Jacel is a Partner at CVI Brokerage House (CVI). He has over 15 years of investment experience. During his career, he has been responsible for investments in over 40 companies operating in various industries.
Prior to joining CVI, he worked at the private equity fund Krokus PE. He also gained experience in investment, transactional, and strategic advisory services at Hexagon Capital, BCG, and JP Morgan.
An experienced leader in the finance, insurance, and digital transformation sectors, since 2016 Katarzyna Kowalska has been part of KUKE S.A., where she serves as Vice President of the Management Board. She is responsible for key areas including risk management, operational processes, IT, and organizational development.
She holds a strong academic background in economics (Poznań University of Economics) and has completed prestigious executive education programs at the University of Oxford and INSEAD — all with distinction. Additionally, she studied the international business environment at the London School of Economics.
She is active in the international arena — as Chair of the Short-Term Committee at Berne Union, she represented the credit insurance sector globally. Her leadership was also recognized in the esteemed Fortune–U.S. Department of State Global Women’s Mentoring Program.
Earlier in her career, she worked as a Business Developer at SIBS INTERNATIONAL, where she was responsible for business development in Central and Eastern Europe, leading digital payment projects for banks and financial institutions.
She specializes in building effective organizational development strategies in dynamic market conditions and implementing digital innovations.
Bartosz Łyskawiński, CEO of Safli, Rent4Move and Storico. Entrepreneur and creator of new business and technological solutions. During his studies at the University of San Diego, California, he was inspired by the idea of self-storage and created one of the first such businesses in Poland. He manages commercial real estate with an area of 56,000 m2 in the center of Poznań. Inspired by experience in Storico and construction, he created new companies based on modern technologies. He finds an innovative approach for outdated solutions. Having noticed market and technological opportunities in the car sharing industry, he created Rent4Move.
SAFLI is a company responding to gaps in the creation of new value within the technology for commercial real estate and sharing economy. He completed the ICAN Management and Strategic Leadership Academy program.
Block 3: Wealth management
Prof. Dr. hab. Konrad Osajda, LLM, works at the Faculty of Law and Administration of the University of Warsaw and (since 2007) as a member of the Supreme Court’s Office of Studies and Analysis. He is a corresponding member of the Polish Academy of Sciences. He specializes in private law, particularly commercial law, inheritance law, and contract law. He is a member of the Council of Curators of Division I of the Polish Academy of Sciences (since 2023, he has served as its chairman, and in 2019–2022, he served as its deputy chairman), an honorary fellow of the Asian Institute of International Financial Law in Hong Kong, the European Law Institute in Vienna, and has also served as chairman of the Academy of Young Scholars of the Polish Academy of Sciences, and as a member and scientific secretary of the Committee on Legal Sciences of the Polish Academy of Sciences for two terms. He has received numerous awards and scholarships, including: He has twice received scholarships from the Max-Planck-Institut für ausländisches und internationales Privatrecht, the Foundation for Polish Science, and the Ministry of Science and Higher Education (a scholarship for outstanding young scholars, also twice). He has also been a recipient of the Edward Barry McDougall Memorial Scholarship. He has received the prestigious “Polityka” scientific award, and his monograph on the liability of management board members for the obligations of a limited liability company received the “Złote Skrzydła” award (for the best dissertation in commercial law published in a given year). He has completed research fellowships abroad, including in Hamburg (twice) and Saarbrücken, and has also taught as a visiting professor at universities in Hong Kong, Ottawa, Montreal, Tel Aviv, Vienna, and Kyiv, among others. He has been invited as a speaker to numerous international conferences, including in Beijing, Dubai, Vancouver, Victoria, and Kyiv. He is the author of numerous scientific works, monographs and articles, as well as the editor-in-chief of the multi-volume series Commentaries on Private Law.
He has over 15 years of experience in financial services and capital markets. He is a CFA charterholder, holds Investment Advisor Licence No. 295 and Securities Broker Licence No. 2058.
He began his career in financial risk management before spending more than a decade at ING Bank Śląski, where his responsibilities included managing investment portfolios for affluent and private banking clients, and developing investment advisory services. He joined CERES Dom Inwestycyjny in 2021, where he is responsible for developing the firm’s wealth management and investment advisory business. From 2023, a Member of the Management Board.
He specialises in asset allocation, investment strategy development, and designing investment solutions for affluent and institutional clients.
A licensed investment advisor (No. 325), securities broker (No. 2306), and holder of the international CIIA designation. He has been actively involved in the capital market for 16 years. Since 2010, he has managed Polish equity funds and small and medium-sized company funds. From 2020 to 2025, he was associated with Bank Handlowy, where he was responsible for the development and implementation of investment advisory services for affluent clients. Since 2026, he has served as Investment Director at VeloBank.
He began his career in the capital markets in 1992 as a stockbroker at the Brokerage Office of Bank BGŻ. Since 1995, he has been continuously involved in the asset management sector at institutions such as: BM Bank BGŻ, the Bank Handlowy w Warszawie Group, Citigroup Asset Management, Citibank Korea, Legg Mason Investments Asia, Opera TFI and CVI.
Founder and Managing Partner at CVI Dom Maklerski, responsible for managing investment fund portfolios worth over 4 billion zloty, specialising in private debt strategies.
From 2022 to 2024, he served as Management Board Member responsible for finance (CFO) at the Warsaw Stock Exchange (GPW), overseeing finance, controlling and liquidity for the capital group. He initiated the implementation of an enterprise-class ERP system in a cloud-based model. He also chaired the GPW Risk Management Committee. From 2020 to 2022, he served as Vice President of the Management Board of the Polish Power Exchange (Towarowa Giełda Energii S.A.) and Chairman of the Supervisory Board of IRGiT. He was also a member of the Supervisory Board of KDPW_CCP S.A. From 2024 to 2025, he was a member of the Council of the Polish Agency for Audit Oversight, appointed by the Minister of Finance. Both of his management board appointments required the approval of the Polish Financial Supervision Authority (KNF). Previously, he served as President of the Management Board of BFL S.A. (PKO Leasing) and Managing Director of Pocztylion-Arka PTE S.A. He began his professional career in corporate banking at Bank Pekao S.A. and PKO Bank Polski S.A. He is a graduate of the University of Łódź (finance and banking), the Advanced Management Program at IESE Business School (Barcelona), and the Advanced Investment Program at Stanford Research Institute / Queen Hedvig Academy.
Speeches
Dariusz Duma is an entrepreneur, philosopher, investor, and advisor to leaders in management and public life. A pioneer of business consulting in Poland, he lectures on entrepreneurship, leadership, and management in postgraduate and MBA programs at institutions such as the French Institute of Management, the Polish-Japanese Academy of Information Technology, the Academy of Leadership Psychology, the Academy of Fine Arts, SWPS University, and the Hevelius Institute. He serves as President of the Polish chapter of FBN (The Family Business Network)—an international organization for family businesses—and is a writer and media expert who promotes values and thoughtful reflection in both life and business. He is the author of the book *Serce i portfel – być sobą w pracy* (Heart and Wallet: Being Yourself at Work) and co-author of *Wartość wartości* (The Value of Values). As a speaker, he addresses topics such as leadership, motivation, personal development, and the integration of professional effectiveness with life satisfaction and a sense of fulfillment.
Since 2002 he has been associated with the United Nations. From 2002 to 2009, at the United Nations Development Programme (UNDP), he was responsible, among other things, for international and multilateral cooperation and program development in Europe and Asia. He worked in many countries implementing development programs and projects based on knowledge transfer from Poland. These included in particular such countries as Iraq, India, Thailand and Romania. He also worked at UNDP headquarters in New York and UNDP headquarters for Europe and CIS countries in Bratislava. From 2009 to 2014, Director of the United Nations Development Program (UNDP) Office in Poland. From 2004 to 2021 Country Representative and Chairman of the UN Global Compact Network Poland Council – UN GCNP (UN network coordinating on behalf of the United Nations Global Compact cooperation with business, cities, universities, public administration and NGOs; more: ungc.org.pl). Since 2021 Country Representative and Executive Director of UN GCNP. Since 2021 Vice Chairman of the Council of the United Nations Association Poland. Since 2022 Co-Chair of the Sustainable Finance Platform at the Ministry of Finance. Since 2023 Representative of the United Nations Office for Project Services (UNOPS) in Poland.
Academic lecturer, expert on UN and EU policies, especially in the area of actions at the nexus of business, administration and science and the inclusion of the private sector in the implementation of UN goals, policies and standards.
Tickets
Information for Executive Club members:
Members are entitled to free registration. Special registration links are sent via email – this page only provides commercial ticket sales.
Conference and Gala
2500 PLN
The given amount is the net price
Last call - Price from 01.09.2026
What’s included with your ticket:
- Access to the conference
- Access to the networking zone
- Access to the catering zone
- Opportunity to network with speakers, special guests, and industry representatives
- Admission to the "Lidl Fair Pay" Gala and evening banquet
Event location
Contact
Partnership cooperation:
Joanna Wakulińska
joanna.wakulinska@executiveclub.pl
tel.: (+48) 570 105 421
Media and Patronage:
Anastazja Lach
anastazja.lach@executiveclub.pl
tel.: (+48) 509 031 577
Participants:
Weronika Wilk
weronika.wilk@executiveclub.pl
tel.: (+48) 516 188 118