Speaker: Angelo J. Valletta, President & CEO, Ben Franklin Technology Partners of Northeastern Pennsylvania Presentation: Angelo Valletta’s new book “7Rs of Leadership and Life” is a month-long daily guide that identifies seven timeless truths: Respect – Resolve – Responsibility – Readiness – Right-Thing – Relationships - Recreation Through the tips provided by the author, readers will learn impactful lessons that will help shape them professionally by increasing their ability to lead, as well as help them personally by gaining the tools to live a more successful and fulfilling life. Angelo will also discuss his strategic approach to growing revenue, reducing

Speaker: Rajiv P Kapahi, FCA, Cross functional multi-Industry Leader, Independent Director & Advisory Board Member Agenda: This presentation explores their historical evolution, present-day relevance, and compares Single-Family Offices (SFOs) and Multi-Family Offices (MFOs). It further outlines how FOs can adapt to an AI-powered, digital-first global economy by embracing governance modernization, digital automation, and purpose-driven investment strategies. 1. Executive Summary Family offices (FOs) have transformed from traditional wealth preservation units into strategic engines shaping global and developing economies. 2. Historical Perspective 3. Role in Fast-Developing Economies 4. Sustainable Success Factors & Emerging Challenges 5. Single vs Multi-Family Offices 6. Toward a Robust,