Family Enterprise Leadership Series
NEW!! ONLINE OFFERING
Protecting Wealth for the Next Generation
February 22, 2022
11:30AM-1:00PM MST
presented by: Robert Bradburn
Based on our experience with business owners and entrepreneurial families, CWB’s Robert Bradburn will look at some of the technical aspects of wealth preservation and transfer at a high-level without getting too complex.
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Effective Management and Successful Succession
March 29, 2022
11:30AM-1:00PM MST
presented by: Donald Cooper
Based on his ‘life in the trenches’ as a world-class manufacturer, award-winning retailer and 25 years as an international management coach, Donald will share some of his most important insights about effective management and business succession.
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Developing High Performers of Screen Technology – For Family Business Organizations
April 26, 2022
11:30AM-1:00PM MST
presented by: Dr. Jeremy Lucabaugh, Thomas Bradshaw, and Sharon MacLean
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What are Lean Advisory Boards?
How a Fresh Approach Looks to Solve an Age-Old Challenge
May 24, 2022
11:30AM-1:00PM MST
presented by: Stephen Butler
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Life After Work: A Holistic Approach to Retirement Planning
June 28, 2022
11:30AM-1:00PM MST
presented by: Russel Baskin
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Transition Succession of the Business or Succession of the Wealth: What if the sale of your Business is part of the Family Future?
September 27, 2022
11:30AM-1:00PM MST
presented by: Nicole J. Olsolinsky, Daniel Trimarchi and Kyle Friesen
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The Need for Self Differentiation in Challenging Times
October 25, 2022
11:30AM-1:00PM MST
presented by: Dr. Ian MacNaughton and Dr. Michael Cody
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Raising Family Business Children: Early Opportunities to Develop Stewardship
November 29, 2022
11:30AM-1:00PM MST
presented by: Jeff Savlov
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Entrepreneurial Orientation Among Transgenerations in Family Business
December 20, 2022
11:30AM-1:00PM MST
presented by: Dr. Aby Tellas
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Coming Soon - 2022 sessions - Starting January 2022