Upcoming Events

2026 Summer Lagniappe Breakfast – HMV, Guest Speakers Liz Killough and Conner Spano, “Succession Without Surprises”, June 23rd 8:00-10:30, Whited Room

*2026 End of Summer Lagniappe Luncheon – Origin Bank, Guest Speaker Larry Little, “AI in Banking”, July 21st, Petroleum Club

*2026 Fall Family Business Forum – Chaffe Associates, Speakers: Gay Lebreton and Riley Busenlener, “Exit Strategies That Work and Estate and Succession Planning, September 24th and 25th, Petroleum Club Dinner and Whited Room Breakfast Workshop

 

Past Programs

2025 End of Summer Luncheon – Origin Bank, “Current Trends in bank Fraud” Larry Little and Marisol Oneal, Petroleum Club, August 6, 2025

2025 Fall Family Business Forum – Certified Risk Partners, “Guarding Your Legacy: Risk Strategies” Dan Bailey, Petroleum Club and Whited Room

2025 End of Fall Family Business Forum – LaConte Consulting, “Strategic Risk Management for Transitioning Leadership” Grace LaConte, Petroleum Club and Whited Room

2026 Winter Family Business Forum – Louisiana Famous Families, Guest Speakers: Gabriel and Brook Balderas – Owners of Zuzul Costal Cuisine, “Our Story”, February 4, 2026, Zuzul Restaurant

2026 Spring Family Business Forum Luncheon – Guest Speaker: Brian Carnie with Kean Miller, “Protecting Your Business in a New Regulatory Environment: Employment Law Updates, Petroleum Club

2021 End of Summer Lagniappe Series

Cocktails and dinner will be held at The Shreveport Club, Wednesday, August 25th, 6:30 to 9:00 pm.  Workshop Breakfast will be held at the Whited Room, Bynum Commons, Thursday, August 26th, 8:30 to 11:00 am.  Full breakfast buffet provided.

Guest speaker - Nicole Bettinger Zeidler - read bio

Business in Transition – Creating Your Succession Roadmap 

If you are dreading the transition discussion or feeling stranded after the first steps of transition, this session will get you on the right track. We will address critical areas in a succession plan to provide more harmony within the business.  While every situation is unique, yours is not the first of its kind. Gather tips and tricks that provide ways to move forward and align family members and future partners. Establish a framework that will work for you and policies that provide predictability. 

2021 Fall Family Business Forum Cocktails/Dinner and Workshop Breakfast

Cocktails and dinner will be held at The Petroleum Club, Wednesday, October 27th,
6:30 to 9:00 pm. Workshop Breakfast will be held at the Whited Room, Bynum Commons, Thursday, October 28th, 8:30 to 11:00 am. Full breakfast buffet provided.

Guest Speaker- Steve McClure - read bio

Family Councils: Building One or Getting More Out of Yours

How to intermingle, yet effectively separate ownership and family matters; Applying high-performance team standards to family councils; and, Dealing with sticky issues and getting stuck OR respectfully and gracefully making forward progress.

 

 

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