Managing Partner, Co-Founder, Family Business Advisor
Sally joined the Center in 1992 to launch Forum, a family business learning community, which has evolved into a vibrant leadership community of over 50 family firms where multi-generational families and non-family key executives learn best practices.
Sally grew up in a family business which gives her first-hand appreciation for the unique challenges, opportunities and complexities facing families who own and manage enterprises together. Sally's passion in working with business families is rooted in her own life-giving family experiences of shared values and commitment to each other's success.
Drawing on over 20 years of experience working with dozens of business families, Sally leads family meetings and facilitates the development of Family Councils which build the "family muscle" required to grow great families that work together with confidence, clarity and alignment for generations to come.
A graduate of Eastern Mennonite University and Ashford University, Sally earned degrees in organizational management and psychology. Sally is a certificate holder in Family Business Advising from Family Firm Institute, an international organization dedicated to providing interdisciplinary education for family business advisors, of which she is also a Member. A lifelong learner, Sally continues her training at the Bowen Center for the Study of the Family in Georgetown.
Sally's core competencies and experiences include:
1. Leadership coaching and cohesive team development for shareholders, management, and Family Councils
2. Educating families on how to manage the complexities via family-business best practices
3. Working towards clarity, unity, shared vision and issue resolution in family systems
4. Guidance in uncovering next generation "voices" and making "choices" in powerful family systems
Launching her own home-based business when her children were young has been another laboratory for Sally to gain first-hand understanding in the challenges of business ownership, leadership, and balancing personal and professional interests.
Sally and her husband Doug live in Telford and enjoy spending time with their three children, their church community, and the great outdoors.