CExP, ACFBA, CFWA
Consulting Principal, Family Business Advisory Services Team Leader
Kathleen is a Principal in the Consulting Services Team at MCM CPAs & Advisors. She has had extensive experience helping and advising firms with their growth, development and passing enterprises to the next generation. Her areas of focus include business strategy; family and business governance; family and business policy development; succession planning; leadership development; next generation career coaching; family education and communication; and exit planning that allows owners to exit their businesses on their terms and conditions. Before working at MCM, she was the Director of the Family Business Center at the University of Louisville and Director of the Small Business Development Center for North Central Kentucky. She also created the Vogt Invention and Innovation Fund for the Vogt family in Louisville, which provides seed stage support and capital for inventors and product developers as well as co-launching the award-winning radio series This I Believe on NPR. Kathleen is a frequent presenter at family business and trade conferences, educational programs and meetings covering topics such as family governance, change management, succession planning, exit planning, leadership development and family communication.