Strategic Workshops Mini Classes Panel Discussions Webinars Strategic Blueprint Virtual Roundtables Peer Groups Virtual Happy Hour Roots & Legacies

Educational Programs

Gain insights that drive action.

Our educational programs connect family business leaders with expert speakers and facilitators who understand the unique opportunities and challenges of family-owned companies. Through workshops, mini classes, panel discussions, and webinars, we provide knowledge that’s practical, relevant, and immediately applicable—whether you're joining us in person or online.

Strategic Workshops

Strategic Workshops

Led by industry professionals who understand the unique challenges of family enterprises, these interactive sessions offer fresh insights. Enjoy breakfast or lunch, network with peers, and leave with practical strategies you can put to work right away.

Frequency: Monthly
Fee: NO COST for members of the Family Enterprise Center; non-members may attend up to two programs before joining. Registration required.

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Mini Classes

Mini Classes

These bite-sized classes are perfect for staying sharp. Each one focuses on a specific skill, trend, or technology. Get introduced to new ways to grow personally and professionally in sessions designed to fit into your busy schedule.

Frequency: Quarterly
Fee: NO COST for members of the Family Enterprise Center; non-members may attend up to two programs before joining. Registration required.

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Panel Discussions

These gatherings bring together family business leaders and subject-matter experts for thoughtful conversations on relevant topics like succession, growth, and leadership. Designed to spark new ideas and shared learning, panel discussions offer meaningful insights in a collaborative setting.

Frequency: Semi-Annually
Fee: NO COST for members of the Family Enterprise Center; non-members may attend up to two programs before joining. Registration required.

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Webinars

Designed for convenience and impact, our webinars bring expert insights directly to your screen. Whether you're at the office or on the go, these virtual sessions help you stay informed on topics that matter most to family enterprises—no travel required.

Frequency: Monthly
Fee: FREE to the community. Registration required.

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Strategic Blueprint

Strategic Blueprint

Strategic Blueprint equips family business leaders with clarity, direction, and actionable strategy. Through four in-person sessions, participants define priorities, craft a tailored plan, and build valuable peer connections—gaining tools and confidence to move forward without losing what makes their business unique.

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Tailored Support

Collaborate, reflect, and grow together.

We understand that every family business is unique. Our roundtables and peer groups are designed to create space for focused conversation, mutual support, and shared learning. Whether you’re managing day-to-day operations or thinking about long-term succession, you’ll find a group that speaks to your experience.

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Virtual Roundtable

Join our quarterly virtual roundtables designed to support family business leaders in every stage of growth. Each session dives into a core theme—Growing Your Business, Preserving Your Legacy, or Navigating Family Dynamics—with practical insights and peer conversation. Whether you're expanding your offerings, planning for succession, or strengthening communication within your family, these roundtables provide a valuable space to learn, share, and grow together.

Frequency: Quarterly
Fee: NO COST for members of the Family Enterprise Center; non-members may attend up to two programs before joining. Registration required.

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Peer Groups

Our peer groups provide a confidential, supportive space where you’ll engage with 8-12 non-competing peers who face similar challenges. In monthly, facilitated meetings, you’ll explore key issues, share best practices, and receive actionable feedback. Each session is designed to help you grow your business, preserve your legacy, and navigate complex family dynamics.

Frequency: Monthly
Fee: FREE for members of the Family Enterprise Center. Membership required.

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Building Community

Because family business is better together.

We believe in the power of connection. Our community-focused programs offer informal, inclusive opportunities to meet other family business leaders, exchange ideas, and build lasting relationships. Whether it’s over coffee or through a shared story, these touchpoints remind us that we're part of something bigger.

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Virtual Happy Hour

Join Dr. Sara Davis and Dr. Misha Ford of 3TG Staffing Solutions for a relaxed, interactive conversation on timely topics that matter to your business. Each session spotlights an area of business—whether law, finance, HR, or strategy—and explores how it applies to the realities of family-owned companies. After a short group discussion, you’ll head into breakout rooms for smaller conversations, giving you the chance to ask questions, share experiences, and walk away with practical insights. No slides, no lectures—just meaningful dialogue and real solutions.

Frequency: Monthly
Fee: FREE for members of the community

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Roots & Legacies Media

Roots & Legacies Media

Our Roots & Legacies Media include a monthly newsletter, which offers timely insights and expert advice for family business leaders, and a podcast(coming soon), where we share personal stories from family-owned businesses.

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