Doug Gray, Ph.D., PCC, is a consultant with the Family Business Consulting Group, www.theFBCG.com, co-founder of www.AssessNextGen.com, and founder of www.Action-Learning.com, who wishes he still lived in New Hampshire near Chris Yonker.

He is the author of Objectives + Key Results (OKR) Leadership.

● What is organizational readiness?

● How to work on shaping preferable behaviors.

● The difference between succession and continuity.

● How family businesses respond to change.

· [05:04] Family businesses in numbers.

· [07:38] Succession challenges.

· [14:55] The Assess Next Gen tool.

· [21:24] Perspectives and feedback.

· [25:34] Family or non-family succession.

· [28:10] Resistance to the results.

· [30:05] Organizational readiness.

· [33:42] The highest and lowest scoring key behaviors.

· [37:28] Handling change.

· [40:59] Shaping preferable behaviors.

· [43:36] Who takes the survey?

Memorable Quotes

· "Continuity is a longer conversation." – Doug Gray [09:39]

· "We need to create a system to reward customers who provide referrals." – Doug Gray [35:07]

Doug Gray.

Websites

www.theFBCG.com.

www.AssessNextGen.com. www.Action-Learning.com.

Nancy Phillips is founder and principal of Nancy Phillips Associates, Inc. With over 30 years' experience appraising and marketing auto dealerships, Nancy is uniquely qualified to confidentially advise dealership principals on identifying their present and future goals and the best options for achieving them.

Nancy's career includes a wealth of integrated automotive industry experience, including roles as General Manager for a large New York dealership and owner/operator of a New Hampshire dealership.

Nancy obtained business valuation credentials from the University of New Hampshire, studied Sociology at the University of New Hampshire, and earned a Marketing Certificate from the University of British Columbia in Canada.

What You'll Learn

● When is the right time to exit?

● How to plan for succession in business.

● How the automotive industry has changed over the past decades.

● How the EV market affects smaller franchises.

Timestamps

· [04:15] A bit about Nancy.

· [09:05] Changes in the industry.

· [13:05] Maintenance in a dealership.

· [15:08] EV infrastructure.

· [16:51] Planning for the future.

· [23:54] Working around family conflict.

· [27:05] Succession timing.

· [33:00] Nancy's advice.

Memorable Quotes

· "If you're in the car business, you should start your plan when you buy your dealership" – Nancy Phillips [26:50]

· "Don't look at your dealership as this pot of gold at the end." – Nancy Phillips [29:12]

Social Media

Nancy Phillips.

Websites

www.nancyphillips.com.

Jane Eigner Mintz, MA, LPC, is the CEO and Chief Clinical Strategist of her international consultancy firm, Realife Intervention Solutions, LLC, offering strategic direction for addiction, mental health, and life concerns. A veteran treatment provider and thought leader in the addiction and behavioral health industries, Jane authored The Field Model of Intervention, the first-ever clinical model of intervention now in use by practitioners and organizations across the United States and the United Kingdom. Best known for her work as a concierge strategist guiding clinically complex individuals and their families through crisis, she is also a noted industry consultant, educator, and speaker who has garnered international recognition.

Jane is a Licensed Professional Counselor with multiple dimension training credentials in high acuity clinical clients. She is a Laurel School graduate (Cleveland, OH) and holds degrees from Washington University (St. Louis, MO.) and John Carroll University (Cleveland, OH).

What You'll Learn

● What holds us back from reaching out?

● How to deal with the sense of shame.

● Defining and handling narcissism.

● The importance of asking for help.

Timestamps

· [04:45] Why Jane got into this space.

· [10:05] How to know what you're looking at.

· [14:51] What holds us back from reaching out?

· [22:36] The sense of shame.

· [32:12] Defining narcissism.

· [38:05] When is Cannabis over the line?

· [43:03] The importance of asking for help.

Memorable Quotes

· "If your gut is off, something's off." – Jane Mintz [10:11]

· "Shame is the most gripping force that anybody can combat." – Jane Mintz [23:49]

· "If you think you can outrun addiction, you're sorely mistaken." – Jane Mintz [44:10]

· "Secrets live in the dark." – Jane Mintz [48:28]

Resources:

[email protected]

Social Media

LinkedIn.

Websites

www.janemintz.com.

Email: [email protected].

Jennifer Strom, MBA, MA, is a consultant with The Family Business Consulting Group (FBCG), specializing in helping multi-generational enterprising families navigate complex family dynamics. An accomplished entrepreneur with a retail, design, and wholesale background, she merges her business strategy experience with her formal training and private practice as a Marriage and Family Therapist.

She understands and comfortably navigates the impact of wealth and business ownership on personal relationships, as well as the challenges, and most importantly, the potential opportunities that can accrue to a family existing in this space. She is passionate about supporting and guiding individuals and families with their struggles and concerns in navigating stressors and transitions. She is especially adept at facilitating open communication, particularly in the face of conflict and chaos, and working with clients to set and meet goals with a strategic mindset and attention to their values.

Jennifer believes that family relationships, history, culture, and values should drive any work that creates structure in complex family systems. She engages in all work with clients through the lens of relationships as a priority, working to support individuals and families feel more successful both personally and professionally.

Jennifer holds a BA in History and Romance Language from the University of Pennsylvania, an MA in Marriage and Family Therapy from Fairfield University, and an MBA from Northwestern University Kellogg School of Management.

What You'll Learn

● How family dynamics can complicate business.

● Why it's important to learn about engaged ownership.

● Thinking about succession as "why" rather than "when".

● When it's time to start working with an advisor.

● How to rewrite the story to maintain family harmony.

● The importance of maintaining healthy conflict through communication.

Timestamps

· [03:51] Why is family business more complicated than just business?

· [07:07] How narratives can be woven into the family business experience.

· [13:00] Shifting truth to achieve unique outcomes.

· [18:11] Identity and succession planning.

· [22:08] When to start thinking about succession.

· [30:48] The right time to work with Jennifer.

· [35:16] The "we'll wait it out" narrative.

· [39:36] When a family member refuses to work with an advisor.

· [43:30] Maintaining family harmony.

· [44:33] Healthy conflict and communication.

Memorable Quotes

· "We each create our own truth." – Jennifer Strom [13:23]

· "Engaged ownership is a really important dynamic that can happen at any time." – Jennifer Strom [25:24]

· "Having these conversations proactively is way safer than waiting til they blow up." – Jennifer Strom [26:55]

· "You can choose what you take, and you can choose what you bring forward." – Jennifer Strom [34:57]

· "If we do our jobs well, we work ourselves out of our role." – Jennifer Strom [38:25]

· "If you believe that change isn't possible, change may never be possible." – Chris Yonker [42:26]

· "It's what's unsaid that creates the biggest problems." – Chris Yonker [45:31]

· "If we all cant accept responsibility, then we become victims of circumstance." – Chris Yonker [49:38]

Resources:

[email protected]

Social Media

LinkedIn.

Websites

FBCG.

Email: [email protected]

Dr. Jaffe, a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy, is Senior Research Fellow at BanyanGlobal Family Business Advisors. He is author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; Finding Her Voice and Leaving a Legacy; Cross Cultures: How Global Families Negotiate Change Across Generations; Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations and Working with the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America.

What You'll Learn:

• How clarity on your personal values and your business values builds trust with the people around you, both in and outside of your organization
• The benefit of having values defined over just policies and procedures
• How to create dialogue on how your values are applied in your organization
• The necessity of evolution in values in a family business
• How to integrate the voices and ideas of younger generations with the formal power of the older generation of leaders
• A story of how disconnect between generations in leadership style can be managed in a healthy way
• How to identify when it's time to pass the torch
• Why Dennis believes that leading the family business should be a mid-life position
• The opportunity for a "bonus-career" after passing the torch
• Separating past conflict from making future decisions
• Creating a code of conduct for your family
• How to recognize when it's time to diversify the family business
• A look at whether or not spirituality belongs in business

Resources:

Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises

Donald Thompson is CEO and co-founder of The Diversity Movement and the author of Underestimated: A CEO's Unlikely Path to Success. He is an entrepreneur, public speaker, author, podcaster, Certified Diversity Executive (CDE), and executive coach. He serves as a board member for Easterseals UCP, Vidant Medical Center, Raleigh Chamber, TowneBank Raleigh, and several other organizations in the fields of technology, marketing, sports, and entertainment.

What You'll Learn

• A breakdown of the definition of true diversity, equity and inclusion (DEI)
• How to build diversity, equity and inclusion from the inside out
• Looking at DEI from a business growth lens
• How DEI relates to leadership development and practical business outcomes
• What we miss when not allowing all members of our teams to add value through their voices
• How to tie DEI to ROI
• Why diversity is not strictly a race conversation
• How putting off the DEI conversation in your organization is harming you already
• How to create an environment where you can "practice without penalty"
• Creating psychological safety to ask DEI questions
• Asking better questions to keep accountability clear
• How and why to begin understanding the priorities of different generations

Social Media

https://www.linkedin.com/in/donaldthompsonjr/

https://twitter.com/DonThompson_Jr

https://www.facebook.com/DonaldThompsonJrOfficial/

Websites

https://donaldthompson.com/

https://thediversitymovement.com/underestimated/

ROCKiT Architects founding Principal Brian DiPietro brings over seventeen years of multifamily experience to any project he's involved in from his tenure at WTW Architects where he was an associate for seven years and principal for two years. He was an integral part of many of their residential multifamily projects and student housing numbering over 15,000 designed and built, with 30,000 master planned. He began leading the design and management of a $54M student housing project within months of graduating and never stopped leading.

Brian brings a unique talent to his projects; he was once called "the best darn natural floor planner I've ever seen" by the most tenured professor at Kent State. Combine this with his natural acumen for construction, he worked as a carpenter in high school and college, and you have an architect who knows how to design and detail a building very efficiently. It doesn't hurt that he also graduated as a top designer in his class.

What You'll Learn:

• The key to finding a career that sticks
• Listening to signals from your body about stress
• Why it pays to integrate your personal and business life
• How social media has impacted job satisfaction
• Creating a family atmosphere in your company the right way
• Steps to take when navigating career change
• The two key ingredients in success
• How to make decisions that protect your values
• Parenting kids to follow what brings them joy

Resources:

https://www.rockitarchitects.com/

https://www.linkedin.com/in/brian-dipietro-aia-7661a298/

Sarah Brassard, author of Inside: A Guide to the Resources Within, is a 30+ year spiritual teacher, trauma worker, and life coach. She runs an online community, a mastermind group, and group coaching to help women heal and grow through hardships. She also hosts the annual Trauma Recovery Summit.

What You'll Learn:

• How to recognize our own trauma and why it matters
• Unpacking generational trauma and how it affects us in adulthood
• Questions to ask yourself to ensure you are not passing trauma onto your children
• The top three things to consider when dealing with trauma
• How to approach the "Why bad things happen to good people" question
• Learning to empower ourselves even through our trauma
• Why validation matters
• How to use small steps to address our trauma and change our lives
• Understanding the meaning we attach to our experiences as children

Resources:

https://links.sarahbrassard.com/ride-the-storm

https://sarahbrassard.com/

https://www.instagram.com/sarahwbrassard/

https://www.facebook.com/SarahWBrassard/"

Book Mentions:

"The Four Agreements" by Don Miguel Ruiz

"The Road Less Traveled: A New Psychology of Love, Values, and Spiritual Growth" by M. Scott Peck M.D

Vikas Shah MBE is an entrepreneur, investor and philanthropist. He is also a published author. His 2021 book Thought Economics released features his interviews with the people shaping our century. Including conversations with Nobel prize winners, business leaders, politicians, artists and Olympians, he has been in the privileged position of questioning the minds that matter on the big issues that concern us all.

He is CEO of Swiscot Group alongside being a venture-investor in a number of businesses internationally. He is a Non-Executive Board Member of the UK Government's Department for Business, Energy & Industrial Strategy and a Non-Executive Director of the Solicitors Regulation Authority. Vikas was awarded an MBE for Services to Business and the Economy in Her Majesty the Queen's 2018 New Year's Honors List and in 2021 became a Deputy Lieutenant of the Greater Manchester Lieutenancy. He is an Honorary Professor of Business at The Alliance Business School, University of Manchester and Visiting Professors at the MIT Sloan Lisbon MBA.

What You'll Learn:

• Why defining who we are by what we do negatively impacts our happiness
• Learning the art of conversation that builds more meaningful connections
• The biggest myths about what makes an entrepreneur
• How Vikas successfully transitioned the family business from his father to himself
• The impact of staying in your strengths and hiring out for the rest
• Using your work to structure your creative passions
• Changing your life through allowing yourself different vantage points
• Insights into writing, distilling, and publishing a book
• The power in art to answer unanswerable questions
• Going beyond presence with the willingness to be open
• How our problematic idea of productivity was built on the industrial era

Resources:

https://vikas.work

https://thoughteconomics.com

Twitter: @mrvikas

Instagram: @thisismrshah

Book: Man's Search for Meaning

What You'll Learn:

• What does it really mean to eat "healthy" and how to maintain our relationship with food
• Why a "balanced diet" looks different for everyone and should be built individually
• Strategies to make changes in our health that actually stick
• The power of tracking your water intake and what type of water is most impactful to health
• Is organic food really important?
• How much of our food has become depleted in nutrients and why that matters
• How to sort through the sea of greenwashing in labels
• The right way to do fasting
• How to navigate genetic predispositions
• The science of sleep and how to improve it

Resources:

https://www.instagram.com/youholistic/

https://www.facebook.com/YouHolistic

https://youholistic.com/

Irina Serebryakova is a Functional Medicine Nurse Practitioner. Trained as an engineer in Europe, she also hosted a health education program on national TV in the Ukraine and became a Fitness Champion. Through this journey, Irina discovered her passion for sharing wellness education with others. When she immigrated to the US in 1998, Irina decided to transform her passion into her career and obtained her Nurse Practitioner degree. Irina integrates traditional western medicine with a variety of holistic modalities at her practice "You Holistic" in Exeter, NH. She uses nutrition and herbs for digestive problems and weight management. Irina also utilizes natural hormones for endocrine & hormone balancing, joint health, anti-aging and disease prevention. At Irina's practice she offers unique services such as regenerative treatments with Platelet Rich Plasma (PRP), Prolozone, and Exosomes for joint, soft tissue, back, and neck pain. Irina believes that the human body has an incredible ability to heal and to regenerate. Her goal when treating patients is to guide and give them tools and to empower them in restoring balance & preventing disease.