Join our complimentary, interactive webinar!

Running a family business comes with its unique set of challenges and rewards. In this engaging 90-minute session, you’ll receive expert coaching, participate in hands-on exercises, and engage in meaningful discussions to help you navigate the delicate balance between family dynamics and business success. We’ll guide you through the journey of building effective governance—covering everything from family meetings and shared values to family constitutions and creating a formal board structure.

Webinar Highlights

In this webinar you will learn about:

• The 3 Circle Model of Family Business
• Common challenges family businesses face and proven strategies to overcome them
• The critical role of next-generation leadership development
• Key traits of successful family-owned businesses
• How governance can foster family harmony and business success

Who Should Attend

This webinar is perfect for family business owners, spouses, and adult children who are eager to create a thriving business while maintaining strong family relationships. If you’re dealing with the following challenges, this session
is for you:

• Wearing too many hats and feeling overwhelmed
• Family members holding key roles without clear accountability
• No clear strategy for integrating the next generation into the business
• Lack of a succession plan (which can take years to develop)
• No structured approach to managing the intersection between family and business

Don’t miss this opportunity to learn how to preserve your family legacy while fostering a successful, sustainable business.

Presenters

Lizette Dubacher, Family Business Consultant | Compass Point Consulting

Lizette Dubacher is a Family Business Consultant at Compass Point Consulting. Lizette works with mid-size companies in the area and helps owners and leadership teams improve and grow their businesses as well as strengthen their families. Her professional background includes 20+ years of corporate experience, in which she held leadership positions at Fortune 500 companies in the Information Technology and Financial Services industries as Business Unit Leader, Corporate Strategy Manager and Head of Strategic Planning. This experience allows her to support senior leadership in setting a clear strategic vision and driving successful implementation through simplifying key issues and building consensus across diverse cross-functional teams. Lizette is currently a member of the Marketing Committee of the Historic Bethlehem Museum and Sites, a consultant with The Acceleration Project, a non-profit organization which provides strategic advice to underserved small minority-owned businesses and a certified SCORE Mentor. She lives in Bethlehem, PA with her husband and twin daughters. She loves yoga, reading and traveling around the world.

Cheryl Doll, Family Business Consultant | Compass Point Consulting

Cheryl Doll is a Family Business Consultant at Compass Point and works closely with owners and their leadership teams to build a strong foundation for continued success around the concepts of strategy, execution, leadership, talent, systems, profit, and core customer.During her two decades in higher education, her work gravitated to leadership, recruitment, retention and organizational development. Her career culminated in working with college presidents on strategic planning and the organizational improvements needed to adapt theirinstitutions to an ever-changing landscape. Growing up in both successful and unsuccessful family businesses, Cheryl decided to take her experience in strategic planning to help family businesses with growth, value, and succession. She has brought that experience to the family business environment to assist companies grow in a way that builds stronger families, better communities and supports future generations. When not at work, Cheryl enjoys hiking Lehigh Valley trails, live music, trying new breweries, weekends at the farmers market with her daughter, and spending quality time with her family and friends.

Questions? Contact Nicole Pierce at (484) 655-4873 or nicole.pierce@mrcpa.org