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First Generation Business Owners

Timing: Good Faith & Good Fortune (with Josh Robertson)

How do you go from making $19,000 a year to being a vendor for the White House? How do you weather troubled times to preserve your family and stay afloat personally and professionally? What does it take to start a business at 22 and grow it into a $60 Million company?

A Creative Spirit Grounded in Principles (with Janeé Hill)

Why is it important to train people how to treat you? How can knowing your guiding principles establish your path to success? How can leveraging your capabilities affect not only your future, but the future of those around you?

An Eagerness to Learn, Serve, and Make an Impact (with Wade T. Myers)

How do you go from being literally dirt poor to becoming a serial entrepreneur responsible for founding, investing in, or serving on the board of over 100 companies? How can an eagerness to learn and serve shape your life in a way that influences local and global communities for the better?

The Role of Intention in a Family Office (with Rob McLaughlin)

How do you decide if you need a Family Office? What goes into building one that will truly serve your family’s needs? What role does intentionality play in its design and success?

Growing Professionally and Personally Within a Family Business (with David K. Sargent)

In a family business, how do you overcome being the Owner’s Child? What can you do to ensure success on your own merits? How do you lead a team that may initially question your qualifications?

Master Your Internal Board Meeting (with Dr. Shannan Crawford)

Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts?

Overcoming the Challenges of a Family Business (with Dr. Keanon Alderson)

What are the challenges of creating, working for, or taking over a family business? What are the strengths a family business needs to succeed? How can you avoid the pitfalls that cause the high failure rate in succession of a family business?

Bringing CPA Firms into the Future (with Jackie Meyer)

How can you shed 60% of your client base and still grow? How can a CPA take time off right before April 15, a notorious deadline in the industry, while others are sweating and working overtime? How can setting boundaries with your clients lead to a prosperous, more holistic business?

Sustainable Growth: Steering a Battleship vs. a Speedboat (with Joseph Ferrell)

How do you combine four very different personalities into a leadership team working toward a common goal? What kind of resolve does it take to make changes to a strategy that is already working?

Love People Through Housing (with Lane Beene)

How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success?