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Transitions Fall 2022 Keynote Interview

Todd Smith talks with Harry (Paddy) McNeely, III and his daughter Rose McNeely as they share the story of their family business, The Meritex Company, and discuss their working relationship

Charitable Planning for Business Owners

Debbie Bing leads the breakout session "Charitable Planning for Business Owners" at the Leading By Example: Best Practices in Charitable Giving conference

CFAR Sponsors Transitions Spring 2023

CFAR is proud to be a sponsor of the Transitions Spring Conference from Family Business MagazineAttendance is limited to owners, CEOs, directors, senior executives (including non-family executives and non-family board members) family council leaders or shareholders of family-owned businesses. This conference is designed to facilitate conversation on important family issues among generations. The success and […]

Investing in Your Organization’s Future by Investing in Your Managers

To truly be successful and maximize organizational potential, companies need to intentionally focus on the development of their people managers. Too often, exceptional individual contributors are promoted to manage / lead teams yet are not adequately equipped to successfully navigate this transition and maximize team performance. The result is disengaged teams, poor performance and, often […]

Tackling Workforce Stressors, Transforming Operations and Strengthening Culture

Jennifer Tomasik, Principal and Mark Davis, MD of The Miami Cancer Institute (MCI) speak at the 2023 Virtual Leadership Symposium from ACHE. This session shares MCI's experience and lessons learned from identifying the key stressors that most significantly impacted its people, patients and performance to creating and implementing transformational change that advanced operations through service […]

CFAR Sponsors The Private Company Governance Summit

CFAR is a proud sponsor of the Private Company Governance Summit from Family Business Magazine. The Private Company Governance Summit 2023 will wrestle with the various types of board/CEO relationships, and focus on tools and approaches that will strengthen the effectiveness of both directors and the C-suite.

Board Committees: 3 Rights that Prevent Many Wrongs

Caleb White and Nancy Drozdow present "Board Committees: 3 Rights that Prevent Many Wrongs" as part of the 2023 Private Company Governance Summit from Family Business Magazine. This interactive breakout session explores how important it is to create and maintain the Right Forums, for the Right Decision-Making, at the Right Times when seeking good governance […]

Executive Transitions: Embrace the Dynamics, Avoid the Perils

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 Sponsors Transformational Women in Family Business Conference

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 […]

Goal Setting: Know What You Want and Get After It

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

Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients

By 2030, more than two-thirds of wealth in the United States will be held by women. Women face different challenges and opportunities when it comes to financial planning, especially during life transitions such as marriage, divorce, becoming a widow, and others. This session explores the specific financial concerns and considerations that arise during critical life […]