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Navigating Culture Change in Periods of Disruption

FULL EVENT TITLE: Navigating Culture Change in Periods of Disruption: Drive Success with Resilience, Psychological Safety and Accountability in Leadership and Governance   If culture can be defined as “how we do things around here,” the set of rules and assumptions for getting work done has been blown up several times during the last two […]

Family Matters: Navigating Family Dynamics

Debbie Bing and Megan Helzner draw from their experience in the arena of managing family dynamics as they relate to estate planning for the March dinner meeting of the New Hampshire Estate Planning Council in a session called "Family Matters: Navigating Family Dynamics While Helping Clients Plan for the Future". Participants will come away with […]

Managing for Morale – Effective Management Techniques to Retain Your Staff

This session discusses how organizations have adapted their employee retention strategies and management styles to meet the needs and demands of the workforce in these volatile and uncertain times. Join us as we discuss the core drivers of employee engagement. Jennifer Tomasik will moderate the panel including Corrine Hill, Chief Administrative & Compliance Officer at […]

Build Faster, Better: Accelerate Systemness Through Vision and Culture

As health systems across the country consolidate, tremendous potential exists to optimize their breadth and depth by integrating services so that patient care is coordinated and supportive. Yet many systems continue to fall short on their ability to achieve the promise of post-merger integration and the value it can create for the communities they serve. […]

Family Vision: Crafting, Implementing, and Updating

In literature and practice, families are encouraged to create a family vision as a tool to keep the family together, for business continuity, and as an essential part of governance structure. But how are families supposed to do it? What does it take to get a family to come up with a family vision? What […]

Emerging Adults: Moving “Forth” the Family Firm

During the prolonged period of transitioning from childhood to adulthood, established working and family relationships can be upended for family businesses and their emerging adult children. Katelyn Husereau with Diana Clark of the O’Connor Professional Group and Kimberly Eddleston of Northeastern University and Cornell University’s Smith Family Business Initiative discuss  how families can realign with […]

The Unsettled History Of The Future Of Organizational Anthropology

Join us at the American Anthropological Association's Annual meeting for "The Unsettled History Of The Future Of Organizational Anthropology: An Engaged Roundtable Discussion." Organized by Barry Dornfeld and Matthew Hill, this highly participatory discussion is set in the context of why the future of organizational anthropology matters at this moment. We're especially interested in the […]

How Generational Diversity Shapes Our Lives, Families, and Society

Join the Diversity & Inclusion Committee of the Estate Planning Council of New York City for an engaging panel, including Eliza Orleans of CFAR, about Generational Diversity! From our family dynamics and work lives, to our larger society and policies - so much of our everyday is driven by diverse perspectives across generations. Panelists: Eli […]

Governance Challenges and Opportunities for Family-Owned Companies

Family businesses have unique challenges and opportunities - especially as it relates to governance. Todd Smith moderates a discussion with the owners of three family businesses as they share their experiences working with their boards. Panelists: Emily Allegra of Delta Modtech William (Billy) Morgan, Northwest Respiratory Services Paddy McNeely, III, The Meritex Company

The Family Business Board Life Cycle and What Directors Must Know

Join this dynamic education session and panel discussion on what it takes to move from a family-only board of directors to a board comprised of family members and independent directors, across different stages of a company’s life cycle. Hear directly from family members and board members about questions such as: Why bring non-family directors onto […]

Basics of Board Structure

Nancy Drozdow moderates a panel discussion at the Private Company Governance Summit with Caleb White along with Jim McHugh of Southworth International and Stephanie Kim of Telemon. This session explores what it takes to establish a high-performing board structure.