Events Calendar

You have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business? ... read more

A well designed and dynamic system of internal controls is needed to safeguard your business assets, protect against fraud, and ensure complete and accurate financials. Learn how family-owned businesses can assess their risk areas and implement or strengthen internal controls….and sleep more soundly at night! By tapping into our firm's experience of implementing, testing, and remediating internal controls at large corporations, we have developed an assessment of the internal controls that are key to smaller organizations. We’ll cover entity level controls, business process controls, and key IT controls as well as how to navigate the challenges that are specific to smaller organizations. ... read more

Every organization has a brand whether they like or not. We can choose to have our brand defined by our customers. Or we can choose to define it ourselves. But what does ''brand'' actually mean? Together, we'll shed light on what branding is, the value it brings to an organization, how to intentionally create your brand, and when to think about changing it. ... read more