May 18, 2023
Caleb White with Dan Marquardt, President, Management & Training Corporation, explore the experiences of a Millennial G3 CEO and one of his board members and real-time considerations for how his board adjusted to support the succession of his father as president... 
Apr 24, 2023
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... 
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... 
Aug 10, 2022
Cindy Steeb, CLS Consulting, and Todd Smith, CFAR discuss how the expansive use of trusts to transfer wealth between generations has fundamentally changed the ways in which business-owning families need to think about governance. This includes how to keep beneficial... 