Real life conversations with other family business leaders and inspiring presentations.

Since 1992 we've been gathering around tables with other family business leaders who face similar challenges. As we hear vulnerable, real sharing about the twists, turns, successes and failures by business families, as well as experienced experts in the field, we share more deeply around our tables. Learn best practices from those ahead of you on the Journey, connect with kindred spirits, and leave with hope, resources and tools for your next steps.

Decades of values, tradition, and experience form the foundation for family businesses. Each generation faces a more difficult challenge of transitioning to the next. Less than 12% of family businesses successfully transition to the third generation of ownership, even though they account for almost 80% of companies worldwide

The complexity of family businesses requires leadership in the business, in the family, and in the “messy” middle of ongoing transitions which are emotional, relational, and often unclear organizationally due to the overlapping roles.

Our theme for 2021 is Creating Cultures of Accountability. Members will receive The Ideal Team Player in which our favorite author, Patrick Lencioni, describes the 3 key attributes of team players – Humble, Hungry and Smart – which drive the highest levels of team accountability and performance. Learn how our Members are recruiting, selecting and nurturing Ideal Team Members in each of their 5 MOUNTAINS®: Family, Shareholder, Management, Board, Advisers. And how they are leading, communicating, and adapting while navigating the uncertainties in which we all live.

Click here for our 2021 program and stay tuned for additional programs as they are confirmed! We welcome your topics of interest.

Members will continue to have access to our virtual events to attend online live or to view at your convenience.

Join us as we share best practices and principles from our more than 30 years of working with and learning from business families and learn invaluable, relevant thought leadership from our EDU (Educational) Sponsors!