29.09.2026

PAŁAC MAŁA WIEŚ

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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:

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Coverage of 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

  • Financing growth. What equity, banking and public financing instruments can support the international expansion of family businesses?

  • 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?

  • 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?

  • 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.

Organizer

Partners

Honorary Patrons

Main Partner

Main Content Partner

Gold Partners

Automotive Partner

Main Media Patrons

Media Patrons

Social Patrons

Prelegents

Block 1: Succession

Wojciech Szapiel
CEO Inventity Foundation - MODERATOR
Tomasz Czechowicz
Founder, Managing Partner, MCI Capital
Marzena Maj
Vice President, SMAY
Michał Parkowski
President of the Management Board, CERES Investment House and CERES Family Office
Michał Płotnicki
Partner, M&A team leader, EY-Parthenon Polska
Karolina Sikorska
Marketing Director, UNIMOT Group

Block 2: Capital

Bazyli Pietraszewski
M&A Director, EY-Parthenon Polska - MODERATOR
Michał Górecki
Senior Investment Partner, MCI Capital
Paweł Jacel
CFA, Partner, CVI Dom Maklerski
Katarzyna Kowalska
Vice President of the Management Board, KUKE
Bartosz Łyskawiński
Co-owner, Storico Logistics

Block 3: Wealth management

prof. Konrad Osajda, PhD, DSc, LL.M.
Head of the Centre for Family Business Law, University of Warsaw - MODERATOR
Marcin Ciesielski
CFA – Management Board Member, Director of the Asset Management and Investment Advisory Department, CERES Dom Inwestycyjny
Wojciech Juroszek
Investment Director, VeloBank
Rafał Lis
Founder and Managing Partner, CVI Dom Maklerski
Adam Młodkowski
President of the Management Board, M. Pawlak Capital

Speeches

Dariusz Duma
President of the Management Board, Family Business Network Poland Association - SPEECH
Kamil Wyszkowski
Country Representative, Executive Director UN Global Compact Network Poland - SPEECH

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

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