Todd Smith and Caleb White moderate Culture Transformation Over Generations: A Live Case Study featuring Wendy Stromberg and Emily Allegra of Delta Modtech at the Transitions Spring conference from Family Business Magazine. This case study explores how one family...
Bullet points can’t possibly convey your strategy. How do you reach the hearts and minds of those who need to understand your strategy? Creating and telling a strategy story highlights richer insights and fosters much deeper comprehension. Caleb White and Nancy...
In this session, Nancy Drozdow and Caleb White share how we think about the beginning of our client work- starting understanding client dilemmas with an interview process that is purposely diagnostic. They share a number of cases that highlight the relationship among...
Without the right governance model and structure for your family, your operating business and your investments everything else – from succession to leadership – becomes increasingly difficult. Additionally when you are a business-owning-family, governance is tough....
Caleb White and Nancy Drozdow share 5 — No 6! — Important Governance Lessons in a session at the Private Company Governance Summit from Directors & Boards Magazine. CFAR is a proud sponsor of The Private Company Governance Summit. The Summit looks at lessons...
Washington Trust, CFAR and Burns Levinson host a live webinar panel discussion: Growth & Legacy: 2021 Estate & Business Planning Options The panel will include: Jen Cookke, President of F.H. French Co and a faculty member at M.I.T.’s Center for Real Estate...
