“Growing Pains” of a Private Foundation: A Case Study
Private foundations, like people, experience a variety of challenges as they grow and change, particularly when a new generation takes over the operations of the organization. Megan Helzner, CFAR, and Valerie Sussman, Hurwit & Associates, use a case study to...
Teaching a Family to Fish: The Annual Family Meeting as a Learning Opportunity
Todd Smith and Megan Helzner explore how to use an annual family meeting to promote adult learning that leads to self-management of a family enterprise.
Reflections on the AAMC’s “Learn Serve Lead” 2020 Conference
Manager Megan Helzner shares her key takeaways from the 2020 AAMC Conference. Read more about her reflections and what she learned.
