Virtual Working Sessions

Start where you are. Leave with your next step.

Short, high-impact live sessions for founders, owners, next-generation leaders and leadership teams. Bring your curiosity; leave with a one-page action plan that fits your family enterprise.

Live Webinars

Working sessions for founders, owners, next-generation leaders and leadership teams.

Virtual working sessions to get you started. Bring your curiosity; leave with a one-page action plan that fits your unique situation.

Sept 25 · 1:00 PM ET · 60 min

Built to Outlast: The 5 Pillars Every Multi-Generational Family Business Shares

Most family enterprises don't survive the third generation — the ones that do share five deliberate practices. Learn the pillars that protect wealth, unity, and legacy across decades, and how to pressure-test where your family stands today.

Oct 23 · 1:00 PM ET · 60 min

Your Leadership Team Is Your Ceiling — Here's How to Raise It

Most leadership teams operate as talented individuals in the same room — not as a force multiplier. Learn how to align vision, sharpen accountability, and build the trust that turns your executive team into the single greatest competitive advantage your business has.

Nov 13 · 1:00 PM ET · 60 min

Strategy & Culture: The Two Levers That Move a Family Enterprise

Strategy tells you where you're going. Culture determines whether you get there. In family enterprises, the two often drift apart — one generation honors tradition, another pushes for change, and the business gets caught in between. Learn how to align vision, values, and decision-making so your family enterprise moves with one clear voice, across every table that matters.

Dec 18 · 1:00 PM ET · 60 min

The Handoff: A Roadmap for Ownership Transition & Management Succession in Family Businesses

The moment ownership and leadership shift is where family businesses are made or broken. We'll walk through a practical three-phase roadmap: Pre-Transition, Transition, and Post-Transition.

Jan 22 · 1:00 PM ET · 60 min

Why Most Family Business Boards Fail — and How to Build One That Doesn't

A rubber-stamp board protects no one. Learn how to design a board with the independent voices, real accountability, and governance discipline that safeguards the enterprise, aligns the family, and earns the trust of the next generation.

Feb 26 · 1:00 PM ET · 60 min

Equipping the Next Generation: Preparing Future Leaders of the Family Enterprise

The future of your family business isn't born — it's built. Explore how to equip rising leaders with the mindset, skills, and readiness to steward the enterprise, honor the legacy, and earn the trust of all stakeholders.

In Their Words

One session can change the conversation.

"I came into the session thinking I'd get a webinar. I left with language for a conversation I'd been avoiding for three years."

— A founder, second-generation business

Family Manufacturer · Midwest US

"Sixty minutes, and our leadership team finally agreed on what the real problem was. That alone was worth the year."

— A next-generation president

Distribution Group · Southeast US