Mar 16, 2023
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... 
Jan 12, 2023
Eliza Orleans moderates a panel discussion on social impact of the next generations. Panelists will be Breana Cole from AB Bernstein, Danielle Oristian York from 21/64, Lisa Spalding from TPI, Amy Kingman from Amy Kingman Consulting 
Oct 20, 2022
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 Oct 20, 2022
Katelyn Husereau and Todd Smith moderate this session at Family Business Magazine’s Transition Fall 2022 Conference. The work of engaging the members of a family enterprise is never complete – there must be sustained engagement over time, in... Oct 20, 2022
CFAR is proud to sponsor the Transitions Fall Conference from Family Business Magazine. Attendance at this conference is limited to owners, shareholders, family members, in-laws and executives of 75 family businesses/enterprises and is designed to facilitate... Sep 12, 2022
Katelyn Husereau, CFAR and Caitlin Hurley, Brown Brothers Harriman lead a discussion on how firms are engaging the youngest generation of a family. Caitlin and Katelyn will share the benefits of early involvement of the next generation along with fun examples,... 