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Letting Go with Intention: Stephanie Brun de Pontet Featured in Next Avenue
May 1, 2025 | Principal consultant and author of Transitioning from the Top, Stephanie Brun de Pontet shares expert insights on navigating leadership transitions in family enterprises in “Learning to Let Go of a Startup,” published by Next Avenue, a digital PBS publication. Her advice: define roles, honor different leadership styles, set boundaries, and prepare emotionally to truly let go.
Barb Dartt and Wendy Sage-Hayward Discuss their “Own It!” Book on Authors@Drucker
April 24, 2025 | FBCG consultants Barb Dartt and Wendy Sage-Hayward will be featured guests on the Authors@Drucker webinar interview series on May 15 to discuss their book Own It! How to Develop a Family Enterprise Owner’s Mindset at Every Age. This series highlights authors exploring topics related to multi-generational family businesses and family wealth. Register here to join the conversation.
Successful Transitions Spring Conference
April 12, 2025 | FBCG was a proud sponsor of Transitions Spring held on April 9-11, 2025 in St. Petersburg, FL. FBCG consultant Robert DeAngelis co-presented a special preconference session on “Family Governance Fundamentals” and senior consultant Lisa Morel facilitated a panel on “How to Engage Married-Ins.” Lisa also led a breakout session interview with her client on “From Business as the Glue to Family as the Glue: What Works Across Generations?” That session was so popular that the organizers had to break down the divider to make room for all 90 people!
Shawna Lecuyer Named a 2025 Director to Watch
March 19, 2025 | Congratulations to FBCG consultant Shawna Lecuyer, on being named one of Private Company Director magazine’s “2025 Directors to Watch.” Known for her collaborative leadership, Shawna helps organizations align stakeholders and drive long-term success. Per the nomination, “Shawna Lecuyer is an accomplished director and governance expert, serving as vice chair at PrimeCareHealth, an award-winning community health center, where she leads the board quality committee. She is also chair of the human capital committee at Family Office Exchange, a premier global peer network connecting enterprise families with resources to thrive. Her prior board service includes Compatibility LLC, Harvest Insurance Company and several association boards.”
Kristi Daeda Named PPI’s Dean of Family Business
February 7, 2025 | The Purposeful Planning Institute appointed Kristi Daeda, FBCG’s President and CEO, Dean of Family Business for a three-year term. In her role, Kristi will help shape thought leadership, frameworks, and meaningful conversations that inspire flourishing lives and enduring legacies. PPI’s mission is to educate, empower, and develop family advisors to cultivate family flourishing and individual well-being.
Amy Wirtz Honored as Exit Planner of the Year
February 20, 2025 | FBCG’s Amy Wirtz is gracing the cover of the inaugural edition of Annual Exit by Exit Planning Institute. Amy, recognized as the Exit Planner of the Year, is spotlighted for her invaluable guidance and expertise in aiding family firms through their business transitions. Listen to Amy’s journey as an exit planner and a family business consultant on “The Exit is Now” podcast.