Succession Summer School Summit

Continued Midday Conversations: Finance & Cash Flow – Understanding loan covenants as your business grows

Continued Midday Conversations: Finance & Cash Flow – Using lean strategies to improve clarity and reduce strain

“How-To” – Finance & Cash Flow Talking About Money—And Making It Work for the Business and the Family

Continued Midday Conversations: Growth & Visibility – How to advocate for your business in a changing landscape

Continued Midday Conversations: Growth & Visibility – Building a simple AI assistant to support your marketing

“How-To” – Growth & Visibility – Getting Clear on Your Story—and What Actually Helps You Grow

Continued Midday Conversations: Communication & Conflict- Protecting your business from fraud and internal risk

“How-To” – Communication & Conflict- Handling Hard Conversations Without Breaking What Matters

Continued Midday Conversations: Culture & Leadership – Self-care and time management as a leader