As families look toward the future of their enterprise, leadership readiness in the next generation often becomes a central focus. Yet leadership capability rarely develops through proximity alone. Attending meetings, holding a title, or spending time around the business does not automatically translate into confidence, judgment, or preparedness. Without clarity around strengths and gaps, and without intentional opportunities to practice leadership, expectations for readiness can outpace development.

In this Legacy Builders webcast, host Cory Gagnon is joined by Doug Gray and Torri Hawley to explore what it takes to build next generation capability in a deliberate and structured way. The conversation examines how thoughtful assessment can bring clarity to development priorities, how adult learning strengthens stewardship, and how consistent opportunities to practice leadership conversations and decisions help prepare rising leaders well before transition pressures emerge.

In this webcast, we’ll explore:

● How exposure to the business differs from true leadership development within family enterprise

● How assessment can help clarify strengths, identify development gaps, and guide growth for next-generation leaders

● The role of intentional learning experiences in strengthening confidence, stewardship, and decision-making

● Why creating space to practice communication, feedback, and responsibility prepares leaders before transition pressure escalates

Featuring:

● Doug Gray, Ph.D. – Founder and CEO, Action Learning Associates, LLC | Co-Founder, Assess Next Gen, LLC

● Torri Hawley – Chief Learning Officer, Tamarind Learning

● Cory Gagnon, FEA, CEPA, MFA-P – Senior Wealth Advisor, Beacon Family Office at CI Assante Wealth Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd. This is not an official program of CI Assante Wealth Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of CI Assante Wealth Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.