Planning for the Unexpected Loss of a Leader
It’s a tough topic and one no family wants to discuss, but they really should: What happens if our leader is unexpectedly no longer with us.
It’s a tough topic and one no family wants to discuss, but they really should: What happens if our leader is unexpectedly no longer with us.
Former non-family CFO, Dave DeMeo, and Family board member, Caleb White, discuss how Ensign Bickford has become a true family success story at Camden Wealth's North American Virtual Family Office Meeting
Katelyn Husereau talks with panelists who have build credibility with family members, non-family employees, customers and suppliers.
Katelyn Husereau, Ionnie McNeil of MCO Construction & Services, and John Aaron Jovaag of A. Duda & Sons, are panelists in an interactive session at Family Business Magazine's Transitions Fall 2021 Conference. This session is for NextGen family members and features successful NextGeners discussing the challenges they faced.
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 […]
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 […]