[Advanced Workshop] Working with the Family Enterprise Workshop with Judi Cunningham and Mike McGrann

Room: Jones

9:00 am - 4:00 pm


Meet Your Presenters

New Tools for Your Tool Kit

In more cases than not, working with business owners means you are working with that owner’s family – whether you meet them or not. The family behind the business owner can have a significant influence on how things progress in any kind of transaction and sometimes they are the very reason a deal can get derailed. Advisory professionals often approach these clients focused on technical solutions without truly understanding the full “system” at play. Learning to work at a deeper level with enterprising families can increase your ability to complete transactions.

Cost to Attend: +$1,500
(not included in Summit registration)



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Who Should Attend

Any advisor that is trying to be more relational in their advisory work and less focused on the transaction and all advisors that are currently struggling or have struggled to work with business owners who are thinking about transitioning their businesses or wealth to family members.

– Certified Exit Planning Advisors (CEPA)
– Value growth advisors
– Sole practitioners
– Strategic consultants


Meet the Presenters

Meet Judi Cunningham:


Judi Cunningham MA, FEA, CEPA provides unique and powerful insights to family enterprises, family enterprise advisors and educational institutions through consulting, teaching, and speaking. As a partner and consultant at the TELOS Group, Judi is committed to assisting families with multi-generational success.

Judi has worked extensively with advisory professionals in her consulting practice and developed the Family Enterprise Advisor program (FEA) in Canada. In 2019, Judi co-founded Advisorly Institute and the Advising for Continuity Program.

Part of a second-generation business family, she holds a master’s degree in Family Systems Counseling and a bachelor’s degree in Economics. Judi holds the first FEA designation and is also a Certified Exit Planning Advisor (CEPA). Judi is a member of the Advisory Board for the Purposeful Planning Institute in Denver.

Meet Michael McGrann:


Mike believes strong family enterprises thrive within a culture of mutual understanding and unbiased regard for conflicting viewpoints. His proven methodologies have led clients to success for over 25 years.

He teaches and coaches in the areas of entrepreneurship, strategic planning, and family enterprising. He serves on the Board of several growing companies and is the founding partner of The TELOS Group, a consulting firm focused on growth and transition strategies for enterprising families.

Mike has worked at several universities – he established the Initiative for Family Business and Entrepreneurship at Saint Joseph’s University in Philadelphia, managed the Enterprising Families Initiative at the Wharton School and developed the curriculum for Babson College’s Family Enterprising MBA program.

Learn more about this powerful expert duo by visiting the TELOS Group at www.telosgroup.com.


Continuing Education (CE) Credits

CPE: 6 hours
CFP®: 0 units
CEPA: 6 credits


Cost to Attend: +$1,500
(Workshop is not included in two-day Summit registration)



Attendees will learn the following key takeaways:

  • Strategic Advising vs Transaction Advising: To enhance the advisor’s ability to support their business owner clients from a more strategic, enterprise-wide vantage point.
  • Strategies and Tools: To understand business owner clients better to manage complexity and deliver products and services more effectively.
  • Legacy and Succession Conversations: Rethinking the delicate nature of these conversations with our family enterprise clients.
  • The Role of the Advisor: Exploring how we see our role, how we approach our clients and the implications to our approach.
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