Education

Let’s give your handbook and policies a 2026-ready makeover. This session will focus on the updates your family business should implement now, plus the changes you may want to make to better reflect how you actually work in 2026. We’ll dive into your handbook “look and feel” too - your philosophy around design, inclusivity, and accessibility - and how a refreshed format can make policies easier to understand and use. Think of it as a “before and after” for your handbook: come prepared to share your current handbook questions, frustrations, and wish list so we can talk through real-life ideas and solutions together. We’ll cover what to keep, what to cut, and what to refresh so your handbook is compliant, current, and actually read by your team - not just signed once and forgotten. ... read more

Women Leading Businesses: Opportunities and Challenges Leadership looks different for everyone, but for women in business, the path is often shaped by unspoken expectations, complex dynamics, and moments that require both confidence and care. This session creates space for honest conversation about what it really means to lead as a woman today, especially within family-owned and closely held businesses. Through shared experiences and real-world perspectives, we’ll explore how women navigate leadership roles, define success on their own terms, and influence organizations in meaningful ways. ... read more

Mergers, Acquisitions, and Partnerships: Opportunities and Pitfalls for Family Firms ... read more