Membership in our Forum includes:

• A 90-minute Initial Family Business Consult with one or two of our experienced family business advisors
• Community Building: networking, connecting, and learning with some of the best enterprising families in the region
• Registrations to our Forums for your family members, shareholders, management team and board
• 2024 Theme Book, Enduring Advantage: Collected Essays on Family Enterprise Success by John A. Davis

Quick Preview of Our Upcoming Forums:

• Thurs, Sept 12, 2024: Climbing the Governance Mountains: The Hoober Family Story, featuring Hoober G3 Shareholders, Non-Family CEO, and Independent Directors
• Thurs, Oct 17, 2024: The Future of AI is Now: Prepare Your Business Today, featuring Chris Carr, Founder & CEO of Farotech
• Thurs, Nov 21, 2024: Chick-fil-A’s Secret Sauce: Extending a Lasting Legacy, featuring Trudy Cathy White, Ambassador of Chick-fil-A & Founder Truett Cathy’s only daughter

Initial Consultations with Trusted Professional Advisors on Important Issues Facing Families:

• Initial Family Business Consult
• Financial Planning Consult
• Estate Planning Fire Drill
• Recruiting & Sourcing Assistance
• Legal Consult
• Business Transition Readiness Assessment
• Financial Scorecard
• Healthcare & Benefits Cost Assessment
• Brand Audit Sprint