• Speaker Series March 2027

SPEAKER SERIES

From Good Intentions to Effective Governance: Policies, Structures, and the Execution Challenge in Family Enterprises

Thursday, March 4, 2027
7:45 a.m. Breakfast, 8:30-11:30 a.m. AM Program
Fluno Center and Online

Presented by Claudia Astrachan, Generation6

Many family enterprises invest significant time and energy into creating governance structures, policies, and procedures, yet still struggle with consistent execution and alignment.

This interactive session explores what differentiates governance systems that remain “on paper” from those that truly shape behavior, decision-making, accountability, and long-term stewardship.

Drawing on research and practical experience with multi-generational business families, participants will examine how governance evolves over time, how policies can support both clarity and flexibility, and how families can build systems that reflect their values while remaining practical and actionable.

Key takeaways:

  • Understand why governance execution often breaks down, even in families with strong structures and good intentions.
  • Learn how policies and procedures can reduce ambiguity, conflict, and decision-making fatigue.
  • Explore practical examples of governance mechanisms related to boards, family councils, communication, employment, ownership, and family conduct.
  • Identify ways to create governance systems that evolve with the family and business while reinforcing trust, accountability, and stewardship.
BONUS Afternoon Session 12:30-2:30 p.m.

Building Informed and Engaged Owners: The Role of Shareholder Surveys and Education

As family enterprises grow across generations, maintaining alignment and engagement among shareholders becomes increasingly complex.

This session focuses on practical approaches to strengthening informed ownership through education, communication, and intentional engagement strategies.

Participants will explore how shareholder surveys, educational initiatives, and structured feedback processes can help families better understand concerns, identify blind spots, strengthen cohesion, and prepare rising generations for responsible ownership and stewardship roles.

Key takeaways:

  • Learn how shareholder surveys can surface valuable insights, improve communication, and strengthen alignment across generations.
  • Explore effective approaches to owner education that build ownership competence and long-term stewardship capacity.
  • Understand common barriers to shareholder engagement and practical ways to address them proactively.
  • Gain ideas for creating meaningful participation opportunities for both active and non-active family owners.