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Events

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

Upcoming Events

August 26

EVENTS

HR Challenges in a Family-Owned Business

Join a much needed – and often avoided – conversation around the unique human resource challenges facing family-owned businesses. We encourage you to bring your questions to this interactive discussion.

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September 22

EVENTS

Business & Breakfast Book Club: Leading Conflict- Sept 22, 2026

Explore how better conflict can build stronger teams, healthier communication, and stronger leadership. Join us for an engaging conversation around Leading Conflict: How to Fight at Work, by John Bailie, PhD.

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September 30

EVENTS

Growth Through Acquisition

Growth doesn't always have to come from building – it can come from buying. This is a practical workshop designed for family and privately-held businesses exploring whether acquisition is the right strategy for growth. Learn from two family business owners who have used this path to scale their companies.

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October 6

EVENTS

Part 1 – Understanding Trusts: The Foundation for Protection & Continuity

Trusts are often viewed as an estate planning tool, but for business owners, they are so much more. Join us to understand how trusts fit into your overall strategy of protecting what you've built during life's most challenging transitions.

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October 20

EVENTS

Part 2 – Trust Strategies in Action: Protecting Your Family, Business & Legacy

Part II: In this session, we explore real life situations on how a well-structured trust strategy can protect what you've built when it's in place – and what can happen when it's not. Register today!

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October 22

EVENTS

Exit Optionality – Build a Business You Can Sell or Keep

Most family business owners say they’re not planning to sell anytime soon. But the strongest companies are always ready. In this practical workshop, advisors from Compass Point Consulting and M&T Bank will show you what actually drives business value... and what quietly undermines it.

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Past Events

PAST

EVENTS

Business & Breakfast Book Club: More than a Company – May 19, 2026

Join us for this breakfast book club as we explore purpose-driven leadership and what it truly means to build something greater than just a business with More than a Company by Ron Scheeze.

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PAST

EVENTS

The Trust Shift Workshop

An interactive workshop on how leaders build trust-driven, high-performing teams through emotional intelligence and psychological safety—equipping participants with practical tools to strengthen communication, accountability, and team relationships.

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PAST

EVENTS

The Next Decade: A Family Business Roundtable

This full-day gathering is designed for owners thinking beyond today’s demands toward the opportunities and risks of the next decade. Join us for a day of insightful panel discussions with subject matter experts and regional family business owners who understand the challenges of positioning for transition success.

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PAST

EVENTS

Spring Wakeup: Movement & Networking

Need a dose of tranquility and community?  Perhaps some relief from being hunched over your desk all day?  Join your friends from JP Morgan Chase and Compass Point Consulting for a one hour Somatic Yoga class followed by a networking reception. No yoga experience or any athletic ability whatsoever is required! 

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PAST

EVENTS

Busy Isn’t A Strategy: The Owner’s Escape Plan Workshop

Join Cheryl Doll as she facilitates this workshop for Family Businesses and Privately-Held Companies with revenue between $5M and $250M, who have not fully developed a transition plan or completed a business value assessment.

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PAST

EVENTS

Forum for Ethics Breakfast Event: The Ethics of Pressure

Dr. Brennan Pursell will share insights on the ethical implications of emerging technologies, including agentic AI, and what ethical leadership looks like in an era of uncertainty and complex tradeoffs. Tom Garrity will then lead a conversation with Angela Connell and Amy Kosh on how leaders make principled decisions under pressure while balancing accountability, employee well-being, and long-term organizational health.

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PAST

EVENTS

State of the Industry – What Matters Most

Join this public event and lean into learning "What Matters Most" within the Traffic Industry. Tom Garrity will speak on "How to build and foster a successful work culture". An important topic that includes non C-suite team members, because – from the board room to the front desk to the loading dock – EVERYONE impacts culture.

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PAST

EVENTS

Forum For Ethics Breakfast Event: Beyond the Bottom Line

Corporate Social Responsibility is often discussed in aspirational terms. But how does it show up in real decisions, real partnerships, and real community impact? Tom Garrity will once again lead our conversation with panelists Laurie Hackett (Air Products) and Erika Riddle Petrozelli (Lehigh Valley Community Foundation) as they explore CSR as a practical expression of ethical leadership.

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PAST

EVENTS

Business & Breakfast Book Club: The Greatest Gift

Join us for this breakfast book club as we explore the principles of legacy, values, and intentional wealth transfer that help families connect more deeply and live with purpose—featuring insights from The Greatest Gift by Sean and Jill Maher.

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PAST

EVENTS

Planning Succession and Ownership in Family Business – A High Center Event

Real Stories. Expert Insights. Your Next Chapter. Join other family business owners and their teams for an insightful panel discussion designed for the family business navigating the complexities of succession and ownership transition. Our own Tom Garrity serves as moderator.

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PAST

EVENTS

Creating Healthy Organizations – A High Center Event

Gravitas, Scaling Up, and EOS (or similar business operating systems) create structure – but not solutions for strategic depth, organizational health, leadership development, or family complexity. Tom Garrity will share how to turn structure into sustainable, transferable value – without burning out the founder or the family.

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PAST

EVENTS

Business Transition: Data-Driven Decisions

Data acts like a compass in unfamiliar terrain. It helps keep decisions grounded in facts rather than just tradition, emotions or assumptions. Attending this program about key performance metrics and KPI’s can help to move your business forward. Hosted by Family Business Alliance at Wilkes University.

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PAST

EVENTS

How To Grow in Uncertain Times

In today’s volatile economic landscape, uncertainty isn’t just a passing phase – it seems to be the new normal. This workshop is a strategy-packed event designed for business owners who are ready to move beyond reaction and into resilience.

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PAST

EVENTS

Scaling with Confidence: Unlock the Tools Behind Smart Growth

Unlock the clarity, tools, and strategy your business needs to grow with purpose in today’s fast-changing market. This high-impact workshop is designed for business owners ready to move beyond daily firefighting and lead with vision, value, and long-term direction.

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PAST

EVENTS

Business & Breakfast Book Club: Buy Back Your Time Sept 30 2025

Join us for this breakfast bookclub that explorations of emotions that guides us to connect more deeply and live authentically with Dan Martell.

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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.