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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

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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How Do I Know What Kind of a Leader I Am?

How Do I Know What Kind of a Leader I Am? – Next Gen Leaders

What do effective leaders do? What should leaders do? Daniel Goleman posed these questions in an article for the Harvard Business Review, and they are questions that we don’t often take the time to think about. We are used to following our daily routines and dealing with the urgent matters at hand and we don’t often

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Leading the Legacy: ReDEFYning Leadership in Family-Owned Businesses

Leading the Legacy: ReDEFYning Leadership in Family-Owned Businesses – Leadership Development

Family-owned businesses are near and dear to my heart being the founder of one, but more importantly, they are the backbone of our communities, built on legacies, shared values, and a deep commitment to the future. But in today’s rapidly changing world, traditional leadership models may no longer be enough. It’s time to redefine what

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Succession Planning Strategies When Life is Unpredictable

Succession Planning Strategies When Life is Unpredictable

The most resilient businesses are ones that expect the unexpected. Life-altering events like Death, Disability, Divorce, Disagreement, and Distress — which are known as the “5 Ds” of succession planning — may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you

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Succession Planning Critical to Family Business Vitality

Succession Planning Critical to Family Business Vitality

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in comprehensive HVAC and plumbing solutions. Yet with this success, as a third-generation family business leader, he had a nagging concern:  What would happen if he suddenly left the firm?

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Peer Groups Powerfully Transform Family Businesses

Peer Groups Powerfully Transform Family Businesses

Peer groups provide an environment where leaders can confidentially connect with others who understand the intricacies of managing both business and family dynamics, making the groups an essential resource in moving their business forward. Indeed, in 2000 when Chris Converse first began working for his family’s Grove City business Converse Electric, he began attending monthly educational

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Leading with Vision: Setting and Achieving Ambitious Goals as a Family Business Leader - Leadership Development

Leading with Vision: Setting and Achieving Ambitious Goals as a Family Business Leader – Leadership Development

As a leader in a family business, your “why” likely extends beyond personal ambition and may include aspirations like:  Fulfilling a Family Legacy: honoring the hard work and sacrifices of previous generations. Ensuring the Business’s Long-Term Sustainability: securing the future of the business for today – and for future generations. Creating a Positive Impact on

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December Educational Program: What I Wish I Had Known: Lessons Learned That Should've been Taught

December Educational Program – What I Wish I Had Known: Lessons Learned That Should’ve been Taught

At the December Monthly Educational Program: What I Wish I Had Known: Lesson Learned That Should’ve Been Taught, Chris Ahlum, President of Ahlum & Arbor, Nick Trifelos, National Sales Manager for Anthony-Thomas Candy Company, and Patrick Wathen, President of Equity spoke with Michelle Roseberry with HBK CPAs & Consultants. Their conversation traveled through the experiences

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