We're so glad you found us! We understand the unique challenges in orchestrating smooth transitions with multi-generational families. You need to be able to surround yourself with a team that can help you navigate the obstacles that lie ahead. This is at the heart of the Telos partnership.
At the Telos Group, our name is our mission. As for Aristotle, who philosophized the telos as a greater purpose, our telos is to comprehensively uplift enterprising families and help them achieve their own ultimate goals. From families, operating businesses, and their assets, to the diverse professional advisors that serve them, our ultimate aim is to build up the family enterprise space from every angle.
Judi Cunningham and Mike McGrann joined forces to create a one-stop resource for enterprising families, family offices, and professional advisory firms. The Telos Group is the outcome of their vision. Our consultants and educators comprise a strategic team, whose varied professional backgrounds work together to provide you with the most incisive guidance.
United by our telos, we are dedicated to yours.
The Telos Team
Judi is passionate about working with families as they manage wealth, operate businesses, and strive toward deeper connection and long term strength. She has dedicated her career to helping families of wealth and business families thrive. With a holistic view of their needs, Judi facilitates alignment and decision-making processes with strategic thinking and adept facilitation. It was these career-long commitments that led her to form the Telos Group with Mike McGrann. With a Masters degree in Family Systems Counselling and over 20 years consulting with complex enterprising families, family offices and professional advisors, Judi is a creative and deep thinker. She started the Business Families Center at the University of British Columbia and launched the Family Enterprise Advisor (FEA) program and designation. She is a Certified Exit Planning Advisor (CEPA) and on the Advisory Board for the Purposeful Planning Institute (PPI).
Judi loves adventure and visiting new places. Born in Montreal and then growing up in Vancouver, Judi currently calls Toronto home.
Designations: MA, FEA, CEPA
Mike has spent his career working in diverse ways with enterprising families. His dedication to supporting them through the challenges and successes of managing their wealth, relationships, businesses, and other endeavors led him to found the Telos Group with Judi Cunningham. Throughout his career he has worked with family firms and family offices from across the world, and he teaches and coaches in the areas of entrepreneurship, strategic planning, and family enterprising. As a consultant focused on growth and transition strategies for enterprising families, Mike also serves on the Boards of several growing companies.. He is a researcher, educator, and curriculum developer, with teaching experience at several universities, and he founded the Initiative for Family Business and Entrepreneurship at Saint Joseph’s University in Philadelphia, PA. A seasoned speaker and teacher on all aspects of family enterprise, he blends stories, knowledge, and experience in a way that captivates audiences.
Mike grew up in Colorado and now lives outside Philadelphia. He has two sons in college, three dogs, and a hermit crab named Squishy. He loves skiing, hiking, and just about any other outdoor activity.
Designations: MA, MBA, FEA, CEPA
Email : firstname.lastname@example.org
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with families to help them thrive across generations. In addition to this, Kathy guides professional advisors to better understand the complex needs of their family business clients. Her range includes hands-on experience with strategy and governance and she has served on numerous family business and public company boards. She has acted as the President and an Officer of the Board the Family Enterprise Canada and Director of the Board of the Business Families Centre at UBC’s Sauder School of Business. Kathy offers insightful consulting perspectives, with interests in leadership, succession and continuity planning, strategy, risk management, governance structures, fiduciary responsibility, and the development and maintenance of positive relationships in enterprising families.
Kathy lives in Vancouver with her husband, two children and their puppy.
Designations: MBA, FEA
Email : email@example.com
For the past 15 years, Russel has been working with families and advisors in a variety of capacities. She brings a human development background and a passion for family enterprise to her coaching, consulting, and education work. Before joining the Telos Group, she was the National Director of Education and Programing for Family Enterprise Canada. Russel has persistently prioritized the development and implementation of insightful, comprehensive education opportunities to guide individuals, families, and their advisors to make better decisions, gain clarity and think strategically. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients. Her eclectic life experiences have equipped her with the ability to suspend judgement, listen acutely and help others find the most effective path forward.
Russel has travelled extensively, and has lived and worked in England, Hong Kong, United States, and Canada. She considers a sense of humour an essential component to life. She now calls Toronto, Ontario home.
Designations: CEC, CRC, FEA
With over 20 years of experience, Laura specializes in improving communication, strengthening team dynamics, and building relationships across family enterprise systems. By incorporating holistic wellness with her practice, Laura facilitates the personal and professional well-being and efficiency of those that she works with. Among the first licensed practitioners for Insights Learning and Development in Canada and a member of a think tank led by its founder, she has also spoken at various conferences and co-chaired the Executive Coach Summit (U.S. and Canada). Laura designs and implements peer advisory groups for a variety of organizations including the Sauder School of Business and the Young Adult Forum. She teaches on varied family enterprise-based topics, including: developing capacities; constructive conflict; leading change; managing stress; and generating trust.
Laura lives in Michigan with her husband and commutes regularly to Canada to see her two grown daughters.
Email : firstname.lastname@example.org
For over 20 years, Todd worked in corporate leadership roles at companies such as Newell Rubbermaid and Hunter Douglas. Moreover, as a third-generation owner and executive in his family’s manufacturing business, he has both the skill and the experience to help facilitate the growth of both people and their organizations without losing their stability. As an advisor, Todd works with executives, leaders, and teams that span industries such as financial services, retail, hospitality, healthcare, manufacturing, and more. A seasoned speaker and facilitator, his expertise and commentary have been featured in publications including CEO.com, SmartBrief, Axial Financial Forum, and many others. Todd is a unique blend of architect and builder, possessing both the skill to envision possibilities for those he works with and the practical know-how to make those ideas come to life.
Todd lives in Atlanta with his wife and four children. In his free time, Todd enjoys spending time with his family outdoors, coaching youth sports, and trying to stay fit.
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs of enterprising families with insight and precision. She is an experienced steward for families with wealth, and is adept at translating the complex languages of financial structures for the family enterprise systems she works within. In addition to her CPA, CA and FEA designations, Robyn has also completed level one of the CPA Canada In-Depth program and holds a Bachelor of Business Administration, Accounting. Having worked in both the private and public spheres, her passion is in working with families through the complex financial considerations and decisions that they face, within their family systems, businesses, and everything in between. She is passionate about supporting families of wealth and business families as they work to deeper satisfaction, and is particularly committed to facilitating their efforts in areas of philanthropy and social enterprise.
She lives in Vancouver with her husband and two children, and a supportive extended family.
Designations: BBA, CPA, CA, FEA
Morgan is a primary reason that everything runs smoothly at the Telos Group. Her Administration degree coupled with over ten years of experience in both administration and office management have made her an important and efficient asset to the entire Telos team. Morgan particularly loves the satisfaction of getting tasks completed. Her organizational skills and strong ability to follow through on administrative goals ensures that the Telos consultants can focus their attention on the tasks most important to them. Her administrative and office management experiences include a school board, a national food retailer's head office in Nova Scotia, and an office manager in Saskatchewan. She joined the Telos Group team in 2020.
Morgan now lives in Nova Scotia, where she grew up, with her husband and twin daughters. If she's not cooking, or baking bread, she can be found enjoying Cape Breton summer nights by the fire.
Molly plays a central role in the daily operations of the Telos Group. Her education in business administration and her experience in human resources means that the needs of the team and clients are met thoughtfully, promptly and efficiently. Originally from northern Minnesota, Molly has lived and worked in five states over the last 20 years. One of the most rewarding roles for Molly was supporting military families during times of deployment. During this period, she provided resources and vital information that reassured and sustained these families while their Soldiers were overseas. This experience has strengthened Molly’s values and understanding of family and increased her capacity to adapt and process change.
When Molly’s husband retired from the United States Army, they moved back to his home in Pennsylvania with their three children. They now enjoy much overdue time with extended family and friends.
Email : email@example.com
“We moved from the intuitive to the intentional.”
Enterprising Family with $2B Diversified Holding Company
Telos in the Community
Telos is active in the family enterprise community. Here are some of the recent and upcoming speaking engagements where you may see us.
Oct. 4-5/21 - Family Enterprise Advisor Program: Continuity Planning Course, Judi Cunningham
Oct. 13-15/21 - Family Enterprise Advisor Program: Multidisciplinary Advising, Judi Cunningham
Oct. 21/21 - CEPA Program, "Family Transitions", San Diego, Judi Cunningham
Oct. 21-22/21 - Family Enterprise Strategy, Mike McGrann
Oct. 28/21 - AFHE Fall Conference, Mike McGrann
Nov. 12-13/21 - Families Summit of Minds, Judi Cunningham
Nov. 24/21 - Business Transitions Forum, Vancouver, Kathy Bright & Robyn Hooper
Interested in having our experts speak at your event?