How do families prepare the next generation to lead, not just inherit?
Join us for this live, interactive session as we explore the people side of succession—how governance, mentorship, and leadership selection shape long-term continuity, trust, and growth in family enterprises.
You’ll hear from a panel of experienced advisors who work at the intersection of family dynamics, leadership transitions, and enterprise strategy. Together, we’ll unpack the human challenges and critical decisions that define successful succession.
During this webcast, you’ll learn:
● What strong governance looks like during leadership transition
● How to assess—and develop—rising generation leadership readiness
● Common succession mistakes and how to avoid them
● How to balance internal promotion with external leadership search
● What real mentorship looks like across generations
Featuring:
● Barb Schimnowsky, Partner, WATSON
● James Grieve, Principal, Catalyst Strategies Consulting
● Cory Gagnon, Senior Wealth Advisor at Beacon Family Office at Assante Financial Management Ltd.
Beacon Family Office at CI Assante Wealth Management Ltd.
Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6