Barry Dornfeld, along with Christine McEntee, Senior Advisor, CFAR and Shawn Boynes, CEO, American Counseling Association, present this session as part of the 2023 ASAE Fellows Retreat. Leadership transitions present important opportunities and risks around organizational identity, strategy, and culture, and board/staff dynamics for any association. Yet organizations do not often adequately prepare for these […]
CFAR is proud to be a sponsor of the Transformational Women in Family Business Conference from Family Business Magazine. Conference workshops and hands-on sessions are curated exclusively for women in family business. No matter what your role is in your family business, this event is designed to provide participants with an opportunity to collaborate with […]
Megan Helzner and Debbie Bing moderate this session as part of the Transformational Women in Family Business Conference from Family Business Magazine. Panelist are: Lisa Daniel, Lodge Cast Iron Miller Hunt, Hunt Brothers Pizza
As we know from our work with clients, the transition process is complex, time consuming and spans years. Transitions have the potential to strengthen partnerships and deepen collaboration to benefit both professionals and clients. Or, they can create complications. What can we learn from each other in light of the transitions in advisory firms that […]
Todd Smith and Jason Pradarelli, with Dan Marquardt, President, Management & Training Corporation, explore the experiences of a Millennial G3 CEO and one of his board members and real-time considerations for how his board adjusted to support the succession of his father as president of their family business and his entry as CEO. The discussion […]
Megan Helzner and Tom Bonner are joined by Hilary Hamm of Continental Resources to present this session as part of the 2023 FFI Global Conference. Like families themselves, family governance is tricky. Often, there is someone who sees themselves as an “outlier.” While those closest—geographically or otherwise—to the founder or business are natural leadership candidates, […]
CFAR is a proud sponsor of the Transitions Fall 2023 Conference from Family Business Magazine for owners, CEOs, directors, senior executives, family council leaders or shareholders of family-owned businesses