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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Videos

Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.

Introducing our new partners

Coffee hour with Nike and Tsitsi

A new era of the Galliard FBA Institute kicked off in August 2021 with the introduction of our new partners from African Family Firms: Nike Anani and Tsitsi Mutendi. Learn about their backgrounds in family business advising and plans for the future of Galliard as we expand our reach internationally.

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Read moreIntroducing our new partners

The Changing World of Family Business

When technology and a younger generation lead a new world of business

Jason picks up the report sent to him from his company’s Family Business Advisor, Mike. The report has a lot of writing, with an executive summary, examples, some graphs, financial info and metrics. Jason, the soon to be company president, scans the first few lines, and then tosses the report on his desk, where in a day or so, it will be covered by junk mail, insurance notices and other rubbish.

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Read moreThe Changing World of Family Business

Your Trust Fund Can’t Do Your Parenting For You!

Working with high-net-worth parents

How you can help to guide the process and ensure the next generation is healthy, wealthy AND wise?!

Hear from Galliard FBA Institute Founder and Board Chair, Lisë Stewart, as she shares tips and techniques for working with wealthy families who want to raise children of character in an age of plenty.

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Read moreYour Trust Fund Can’t Do Your Parenting For You!

Strategic Planning Roadmap

A guide for family business advisors

Get the scoop on this Galliard Certified Advisor's favorite strategic planning tool!

The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it's for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.

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Read moreStrategic Planning Roadmap

Coaching to the Family Business Group

Skills for emotionally charged conversations

Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills?

If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this webinar recording with Galliard Founder Lisë Stewart and colleagues Kristen Ward and Andrew Powell as they discuss this important topic.

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Read moreCoaching to the Family Business Group

Forensic Accounting & Using CPAs for Special Projects

When & How a Forensic Accountant or CPA with a Specialized Skill Set Can Help You

What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?

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Read moreForensic Accounting & Using CPAs for Special Projects

Protecting the Family Business

A Conversation on Cybersecurity

From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses.

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Read moreProtecting the Family Business

Purpose of a Family Office

Money, Money, Money!

What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship.

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Read morePurpose of a Family Office

Impact of Psychological Capital

On level of engagement and intent to leave a company

Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects:  1) hope, 2) self-efficacy, 3) optimism and 4) resiliency.

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Read moreImpact of Psychological Capital

Family Farms, Forests, and Agritainment

The Nuances of Preserving Land-Intensive Family Businesses

As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is only a handful of years away. These land-based operations are a unique combination of business, land ownership, and, often, the family homestead.

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Read moreFamily Farms, Forests, and Agritainment

Succession for Yourself

Practicing What You Teach

Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”

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Read moreSuccession for Yourself
Grief in the planning process

Unsticking Succession Planning

Dealing with Grief in the Planning Process

Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?

You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about?  Where does it come from? And what can you do about it?

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Read moreUnsticking Succession Planning
Photo by gdsteam: https://www.flickr.com/photos/gdsteam/14060922821

Change, Change, Change

Navigating individual, organizational, & cultural change

Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?

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Read moreChange, Change, Change

Cooling Off Hot Conversations

Conflict Diffusion/Prevention

Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. What do you do when your eccentric Uncle Fred insists on telling off inappropriate “jokes” at your company holiday party? Or when Cousin Lynn drinks a little too much punch and picks a quarrel over something that happened decades ago?

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Read moreCooling Off Hot Conversations

Family Business Advisors Roundtable

CoreValue, The One Page Business Plan, and Behavioral Profiles

Is your practice running exactly as you’d like it to? Are you working with your ideal clients? Do you have a business plan for next year? Is your practice scalable?

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Read moreFamily Business Advisors Roundtable

Sales Success for Building Your Practice

Getting comfortable with the sales conversation

Do you love the work you do but feel uncomfortable with the sales conversation? Even the most highly skilled Family Business Advisors can struggle with converting a referral or inquiry into a closed sale.

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Read moreSales Success for Building Your Practice

Navigating the Boomer Bust

Making your Exit Map

In this webinar, author John F. Dini presents lessons from his latest book, Your Exit Map: Navigating the Boomer Bust. 

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Read moreNavigating the Boomer Bust

Genograms: Assessing The Family System “Org Chart”

How Genograms Influence The Family Business

While many family business advisors are adept at assessing the financial, organizational, and strategic systems in a family owned business, most shy away from probing the messy world of family relationship dynamics for fear of stirring up a hornet’s nest.

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Read moreGenograms: Assessing The Family System “Org Chart”

The Importance of Rituals

How ritual helps us navigate change

"I've often talked about how important ritual is in providing a foundation - a foundation from which we can then change if we wish to."

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Read moreThe Importance of Rituals

Millennial Leader Panel

Listening to the Needs of Next Generation Leaders

In this webinar, a panel of young Millennial Leaders share their ideas and experiences regarding the ways in which their personal mentors and coaches have helped them to succeed.

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Read moreMillennial Leader Panel

Happiness in the Workplace

Why it's important & how to foster it

What makes for a happy workplace? What’s the key quality family business consultants can help their clients cultivate to create a happy workplace?

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Read moreHappiness in the Workplace
performance management webinar

Performance Management

Starting from the Top!

Founder-entrepreneurs play a key role in performance management.

In this webinar, Natalie McVeigh of Family Owned Business Resources deconstructs the personality of the ‘FOB Founder-Entrepreneur’ into an archetype of emotional intelligence (EQ) behaviors.

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Read morePerformance Management

When It’s Time to Say Goodbye to Underperforming Employees

"The Moment of Truth"

Help your clients to stop agonizing and start taking action to transition "problem employees" out of their organizations.

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Read moreWhen It’s Time to Say Goodbye to Underperforming Employees

Sample Hotline Call with Lisë Stewart

Marketing & negotiating techniques

The Master Family Business Coaching Hotline offers one-hour online coaching sessions with Galliard network experts, including Founder and Board Chair, Lisë Stewart.

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Read moreSample Hotline Call with Lisë Stewart
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Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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