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FRAN LOTERY, PHD (retired)

Emerita Senior Consultant

  • Maximizes ownership and management ability to meet the growing demands of the family enterprise

  • Specializes in helping companies naturally transition from one business cycle to the next and from one generation of owners to the next

  • In-depth experience in organizational development and managing organizational change

  • Author of the 1997 Finalist Small Press Book Award book, Live Inside Out Not Upside Down, which focuses on developing personal responsibility and accountability

Fran Lotery has more than 30 years of experience working with professional firms, family enterprises, owners of closely held companies, and non-profit institutions on issues of governance, board development, conflict management, organizational change, leadership development, and executive coaching. She is recognized for her strong and creative capabilities in assisting organizations and families with their unique leadership challenges and leadership development initiatives. Fran’s interest in leadership development and executive coaching naturally led her to become involved in the Family Enterprise Leadership System©, where she currently serves as Managing Director.

Fran has created unique forums for operating companies and professional firms to empower senior executives to tackle the critical issues that affect organizational change and enhance company performance. She designs innovative programs that empower people to positively transform relationships and improve communication, problem solving and the culture of the organization. She brings with her a deep understanding of family dynamics and many years of experience in assisting families with life altering transitions.

She has been a featured speaker on radio, television, and professional conferences, as well as at educational institutions, speaking on topics such as leadership succession, creating future leaders, working through conflict, emotional intelligence, and gender differences in leadership. In 2005 and 2006, she co-produced a successful annual conference focused on advancing women into C-level executive positions in business.

As the co-author of the timeless book, Live Inside Out Not Upside Down (Bronze Publishing, 1996), Fran brings a wealth of expertise to family members. Specifics throughout the book walk individuals through practical steps that lead to clarifying values and defining a personal mission.

Fran earned her Ph.D. in Clinical Psychology from the Cambridge Graduate School of Psychology, Los Angeles, in 1991, and a Masters in Social Work from Arizona State University in 1981. In 2004, she achieved a certificate from the Family Firm Institute in Family Business Advising. An active community volunteer, Fran has served as a trustee on a number of Boards, including the Santa Barbara Rape Crisis Center and the Breast Resource Center. << Back to Team Page