Events

Past Events

PAST

EVENTS

Building a High-Performing Sales Team

Is your leadership team accelerating sales—or unintentionally getting in the way? Join Cheryl Doll and Mike Carroll on November 12 for a practical executive workshop exploring how leadership, coaching, accountability, and the right sales metrics can create stronger performance and sustainable growth.

View Event

PAST

EVENTS

The Future-Ready Family Business Webinar

Join Ed Delia, President of Delia Associates, and Tom Garrity, Managing Partner of Compass Point, for a practical conversation around five decisions every family business leadership team should be prepared to make as they look toward 2027 and beyond.

View Event

PAST

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.

View Event

PAST

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!

View Event

PAST

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.

View Event

PAST

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.

Learn More & Register

PAST

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.

View Event

PAST

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.

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.

View Event

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.

Learn More & Register

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.

Learn More & Register

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!

View Event

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.

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.

Learn More & Register

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.

Learn More & Register