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Events

Check out upcoming events we are hosting, attending, or presenting.

Upcoming Events

March 19 Pick your business successor workshop, virtual - March 19 and in-person - April 11

EVENTS

Pick Your Business Successor Workshop

Succession isn’t a matter of IF, it’s a matter of WHEN and ignoring that fact leads to uncertainty. The success of the business to serve future generations starts with the decisions you make today. Start planning today with this one-hour virtual workshop. We will discuss...

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May 21

EVENTS

Business & Breakfast Book Club: Business Family Legacy

Join the Compass Point Bookclub for family business owners on May 21st as we'll be discussing "Your Business, Your Family, Your Legacy" by George A. Isaac. Considered the definitive handbook on the challenges of managing a multi-generational family enterprise.

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Past Events

PAST

EVENTS

Business & Breakfast Book Club: Extreme Ownership: How U.S. Navy SEALs Lead and Win

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PAST Hard and Soft Factors of Business Valuation Workshop, Allentown, PA Sept. 27, 2023

EVENTS

Increasing Your Business Value: In-person Workshop – September 27, 2023

Several things factor into increasing your business value and developing a successful transition plan. There are the hard factors such as financials, EBITDA, and operational assets; and then there are the softer factors like people, succession timeline, and intellectual property. This workshop will provide a roadmap to identifying your unique gaps and the next steps to address them.

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PAST

EVENTS

Business & Breakfast Book Club – Atomic Habits by James Clear

Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us in September as we discuss "Atomic Habits" by James Clear.

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PAST

EVENTS

The Collective: A Family Business Peer Group

Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.

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PAST The Collective Family Business Peer Event, June 22

EVENTS

The Collective: A Family Business Peer Group

Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.

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PAST

EVENTS

Business & Breakfast Book Club – The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy

Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "The Gap and The Gain" by Dan Sullivan and Dr. Benjamin Hardy.

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PAST

EVENTS

How to Grow In Uncertain Times – March 28, 2023

Have global & economic uncertainties impacted your business? Join us on March 28 for an interactive workshop where your leadership team will be challenged to shift their thinking and actions as they learn how to implement 5 concepts for business sustainability.

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PAST

EVENTS

MRC Virtual Uncertainty Session

 Intended for owners and leadership teams of family businesses and privately-held companies, this virtual event provides tools and insights to minimize the impact of current global and economical uncertainties on your business.

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PAST

EVENTS

How to Grow in Uncertain Times – March 1, 2023

Family business owners and their executive teams can access this free virtual interactive workshop and learn how to prepare for uncertainties.

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PAST

EVENTS

Business & Breakfast Book Club – Aspire by Ole Carlson

Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "Aspire" by Ole Carlson

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PAST

EVENTS

How to Grow in Uncertain Times – Jan 19 2023

Complimentary workshop for family business owners and their executive teams.

Hosted by St. Clair and Associates in Pottsville, PA

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PAST

EVENTS

How to Grow in Uncertain Times – Nov 30 2022

Complimentary workshop for family business owners and their executive teams.

Hosted by Legacy Planning & Murphy McCormack Capital Advisors in Reading, PA.

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PAST

EVENTS

The High Center Leadership Speaker Series

Meridith Elliott Powell will share her “9-Step Formula for Thriving in Uncertainty” and will give you the tools you need to navigate today’s rapidly changing marketplace

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PAST

EVENTS

How to Grow in Uncertain Times – Oct 25 2022

Complimentary workshop for family business owners and their executive teams.

Hosted by Legacy Planning & Murphy McCormack Capital Advisors in Malvern, PA.

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PAST

EVENTS

Business & Breakfast Book Club – Win by Rabbi Baars

Are you a life long learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "WIN" by Rabbi Baars.

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Where Family Businesses Come to Grow & Learn

At Compass Point, we make it easy to get insights, training, tools, and articles straight to your inbox and help family business owners and their team continue to grow, learn, and lead.