Beyond the Hand-off: Sustaining Leadership in Enterprising Families

Leadership changes within a family enterprise carry weight. They shape direction, strengthen continuity, and offer a chance to deepen alignment across generations.

Join us live for an interactive session on how enterprising families can sustain leadership capacity across generations. Rather than focusing only on the “next leader,” we’ll explore how to build a culture where leadership is shared, developed intentionally, and aligned with family values.

Our expert panel brings experience in succession planning, governance design, and intergenerational engagement. Together, they’ll share approaches that help families navigate transitions with clarity, confidence, and connection.

During this webcast, you’ll learn:

● How to recognize and support emerging leaders beyond formal titles

● Practical strategies to foster trust, shared purpose, and accountability

● Ways to bridge generational perspectives in family meetings and decision-making

● Techniques for balancing tradition with innovation in leadership

● Tools for ensuring leadership transitions are healthy, adaptive, and values-aligned

Featuring:

● Krista Rabidoux CPA, CMA, FEA – Managing Director/Partner, Andersen in Canada

● Trudy Pelletier, FEA, CEPA, CEC – President, The Family Stewardship Group

● Cory Gagnon – Senior Wealth Advisor, Beacon Family Office at Assante Financial Management Ltd.