News

April 14, 2026 | In a recent Q&A with Tech Echelon, Kristi Daeda, President and CEO, shared insights on what it truly takes for family businesses to succeed across generations. From redefining succession as a long-term leadership process to embracing stewardship and building strong governance, Kristi highlights how the most successful family enterprises prioritize alignment. Read the full interview→

April 8, 2026 | Running a business is hard. Running one with family is a whole different conversation, and it’s one Amy Wirtz has been deep in for years. In the Replay episode of Defenders of Business Value Podcast, Amy sits down to talk about what ownership transitions really look like inside multigenerational families — the honest version, not the polished one. Link to Episode →

February 12, 2026 | In this panel discussion, host Brian Adams is joined by Mark Tepsich, Jennifer Strom, Bill McLean, Susan Schoenfeld, and Richard Wolkowitz to discuss family constitutions and governance in multi-generational family enterprises. The conversation focuses on why governance is increasingly essential as families grow more complex, and why the process of building alignment often matters more than the document itself. Link to Episode →

February 5, 2026 | Drawing on decades of experience working with multi-generational families, Jennifer and the panel examine how thoughtful distribution structures can preserve not only financial capital, but also family relationships and long-term legacy. The discussion opens with the philosophical foundations of distribution policy and how it is often perceived by beneficiaries as either protection or control. Link to Episode →

April 1, 2026 | Consultant Barb Dartt recently joined the Dairy Stream podcast, “Unique approach to succession planning with Barb Dartt” brought to you by Dairy Business Association and Edge Dairy Farmer Cooperative, to share her unique approach to alignment. While many focus solely on the “mechanics” of a transition, Barb emphasizes the alignment of family and business goals to ensure a legacy that lasts. Link to Episode →

March 19, 2026 | Consultant David Karofsky was recently interviewed for the On Boards Podcast, “Multi-generational family businesses with David Karofsky.” In this podcast, David shares a unique perspective on the “emotional collision” between family dynamics and business strategy. Drawing from his experience as part of a three-generation consulting legacy, he explores how formal governance and independent board members can drive accountability, manage succession, and ensure long-term sustainability. Listen to the episode→