Family Enterprise Leadership Series
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.
More Details and Bio
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.
More Details and Bio
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
More Details and Bio
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
More Details and Bio
Life After Work: A Holistic Approach to Retirement Planning
June 28, 2022
11:30AM-1:00PM MST
presented by: Russel Baskin
More Details and Bio
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
More Details and Bio
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
More Details and Bio
Raising Family Business Children: Early Opportunities to Develop Stewardship
November 29, 2022
11:30AM-1:00PM MST
presented by: Jeff Savlov
More Details and Bio
Entrepreneurial Orientation Among Transgenerations in Family Business
December 20, 2022
11:30AM-1:00PM MST
presented by: Dr. Aby Tellas
More Details and Bio
All sessions are brought to you by: 
More about Canadian Western Banks (CWB) support
Coming Soon - 2022 sessions - Starting January 2022