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Essential Documents for Your Family Business - Succession Planning

Essential Documents for Your Family Business – Succession Planning

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At the Succession Planning Roundtable: Back to Basics – Essential Documents for Your Family Business, Bea Wolper with Emens Wolper Jacobs & Jasin and Meredith Sugar with Taft/ facilitated a highly informative and engaging roundtable discussion focused on the foundational legal documents every family business needs. The conversation was filled with practical advice, cautionary tales, […]

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Unlocking Potential: How Saying “No” Empowers Everyone – Leadership Development

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We’ve all been there, especially in a family business: the lines between work and personal life blur, an overflowing inbox extends into weekend family gatherings, and business discussions seep into holidays. In the relentless pace of leadership within a family business, it can feel counterintuitive, even disloyal, to decline an opportunity or delegate a task,

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Maintaining Trust in the Family Business – Next Gen Leaders

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Trust is a powerful and delicate thing. Like much of what we rely on in our family business relationships, trust offers us a paradox of sorts that can be difficult to navigate. In our most recent NextGen Leaders Group at the Conway Center for Family Business, we explored how trust is built, how it grows,

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Leading a Family Business with Siblings and Cousins - May Educational Program

Leading a Family Business with Siblings and Cousins – May Educational Program

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At the May Monthly Educational Program: Leading a Family Business with Siblings and Cousins, Becky Fromkes, Professional Implementer with EOS Worldwide, facilitated a dynamic and insightful conversation with siblings Jenny & David Jarvis of Jendco Safety Supply and brothers Adam and Eric Stolly, and their cousin Joel Stolly of Stolly Insurance Agency. The panelists shared

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Does Your Business Have an AI Policy? - Astute Technology Management

Does Your Business Have an AI Policy?

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The AI wave has quickly revolutionized business over the past few years, finding its way into everything from customer service chatbots to predictive analytics, human resources departments, and a long list of other use cases. Yet, as adoption accelerates, many businesses still underestimate the risks of AI. To make matters worse, inconsistent, and incomplete regulations

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Meetings Stink … and what you can do about it

Meetings Stink… and what you can do about it

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Why Meetings? Meetings are everywhere—so common, they fade into the background. With more than 11 million meetings happening every day in the U.S. alone, we’ve come to treat them like office wallpaper: bland, unremarkable, and not worth examining. But ubiquity doesn’t mean harmless. Many of us have quietly resigned ourselves to the idea that meetings

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Mastering Productivity to Maximize Your Impact - Leadership Development

Mastering Productivity to Maximize Your Impact – Leadership Development

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As an executive leadership coach and development professional, I’m passionate about empowering leaders to not just succeed, but to truly maximize their impact. No matter the industry or the size of your organization, leadership effectiveness is key, and it starts with self-leadership. It’s about setting a powerful example that elevates everyone around you. And at

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Essential IT Policies Every Business Should Have in Place

Essential IT Policies Every Business Should Have in Place

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IT policies are a must for businesses. They serve as a roadmap for managing IT resources and data. But what exactly are IT policies for business? They are guidelines that dictate how a company’s IT resources should be used. They cover areas like IT risk management, password policies, least privilege access, data protection, and employee

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Heart Centered Leadership: Navigating Family Business Challenges at Every Level - Leadership Development

Heart-Centered Leadership: Navigating Family Business Challenges at Every Level – Leadership Development

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Steering a family business is a unique journey, a blend of passion, legacy, and, undeniably, distinct challenges. You’re not merely running a company; you’re nurturing a family’s dream. And at times, that dream can feel like it’s sailing through turbulent waters. The encouraging news is that every storm eventually subsides, and with the right compass,

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Getting Clear on our Mission, Vision, and Values - Next Gen Leaders

Getting Clear on our Mission, Vision, and Values – Next Gen Leaders

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The following story is from Simon Sinek’s book Start With Why (Portfolio, 2009): “On a cold January day, a forty-three-year-old man was sworn in as the chief executive of his country. By his side stood his predecessor, a famous general who, fifteen years earlier, had command the nation’s armed forces in a war that resulted

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