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 2022 is Building Capacity in Your 5 MOUNTAIN®S. Members will receive The Motive in which Patrick Lencioni challenges leaders to evaluate why they are leading in the first place. Beginning with a compelling story, Lencioni then combines a clear explanation of his theory with practical advice to help executives examine their true motivation for leading. In addition to provoking readers to honestly assess themselves, Lencioni presents action steps for changing their approach in five key areas. In doing so, he helps leaders avoid the pitfalls that stifle their organizations and even hurt the people they are meant to serve.

Click here for our 2022 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 past and future virtual events 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 Sponsors!