Events Calendar

Join us for a webinar with Becky Fromkes focused on best practices for Quarterly Conversations and how to create more meaningful, productive dialogue with your team. Becky will share powerful, practical questions designed to uncover challenges, strengthen communication, and support employee growth and engagement. This session is ideal for leadership team members and anyone responsible for leading and managing others (LMAs) within the organization. Walk away with actionable strategies you can immediately apply in your next conversation. ... read more

Artificial intelligence is no longer something family businesses can afford to observe from the sidelines. It is reshaping workflows, margins, talent models, governance expectations, and ultimately enterprise value. But knowing AI matters and knowing what to do about it are two very different things. In this practical, executive-level session, Ryan Frederick with Transform Labs will move beyond hype and headlines to outline the concrete steps family businesses can take to thoughtfully design their organizations for the AI era. Rather than focusing on isolated tools or experiments, this session will explore how to integrate AI into operating models, decision-making structures, and long-term strategy. ... read more

Most family businesses treat strategy as an event — a once-a-year offsite, a binder that gets filed away, a conversation that resurfaces only when something goes wrong. But strategy isn't a document. It's a discipline. And like any muscle, it atrophies without regular use. In this practical session, Brian Zuercher, Co-Founder of Northbound Group, will show family business leaders how to move strategic thinking out of the annual retreat and into the regular rhythm of running the company. Rather than another framework to file away, this session will focus on building the habits, cadence, and decision-making structures that keep strategy alive between offsites — so it actually shapes what the business does next. Attendees will learn how to: Shift strategy from an annual event to an ongoing leadership discipline. Build a simple cadence for revisiting and adjusting strategic priorities throughout the year. Involve the right mix of family and non-family leaders in strategic conversations without losing speed or alignment. Turn strategic intent into decisions the team can actually execute — not just talk about. ... read more