Skip to content

Forum Gallery

Learning from Other Enterprising Families

Since 1992, we’ve been bringing family businesses together through Forums designed to spark conversation, share insights, and strengthen families. Check out highlights from our past events and save your spot for the next Forum of Family Members, Shareholders, Board Directors, and Key Non-Family Members.


2025

Lodge Cast Iron

Lisa and Jay Daniel of Lodge Cast Iron shared the story of their fifth-generation family business and how they’ve kept over 150 family members connected and engaged through intentional communication and a focus on values.

E. Ritter & Company

Erik Kesting, G5 CEO & Board Director of E. Ritter & Company, joined us to reflect on his family’s 135+ year legacy and the values that have guided them through generations of leadership.

2024

Chick-fil-A

Trudy Cathy White, G2 daughter of Chick-fil-A founder Truett Cathy, gave a powerful presentation about the values, purpose, and family legacy behind one of America’s most beloved brands. It’s about more than just the sandwich — it’s about what holds a family and business together.

Farotech

AI expert Chris Carr, Founder of Farotech and partner at our Advisory Network firm, Dynaimix, led an important conversation about the future of artificial intelligence. This Forum helped our community better understand what’s coming — and how businesses can start preparing now to stay ahead.

Hoober

The Hoober family shared their remarkable governance journey, featuring perspectives from third-generation shareholders, their non-family CEO, and independent directors. Together, they reflected on the milestones, decisions, and leadership transitions that led to a strong governance structure — including the addition of independent directors and a non-family CEO — ensuring the business stays resilient for generations to come.

TopGolf

We had a great time at TopGolf for this lively and thoughtful Forum with John Nersesian, Head of Advisor Education at PIMCO. He led an engaging conversation about preparing the next generation to handle wealth with wisdom, responsibility, and perspective — ensuring family success extends beyond the balance sheet.

Vitamix

Dr. Jodi Berg, Former G4 President & CEO of Vitamix, shared her remarkable story of how a purpose-driven culture fueled the company’s incredible growth. It was an inspiring conversation about leadership, legacy, and staying true to your values through every chapter of business evolution.