Events
Check out upcoming events we are hosting, attending, or presenting.
Upcoming Events
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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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.
Register here
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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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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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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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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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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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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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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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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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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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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.
Register here
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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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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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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EVENTS
Business Value to Legacy: Building & Ensuring Lasting Impact: 05.29 Lehigh Co.
Hosted by RKL and Compass Point. A repeat session of the Berks County event, this session is conveniently located for Lehigh-based companies at Ben Franklin TechVentures in Bethlehem. Please note, CPE credits will not be offered for this session.
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EVENTS
Business & Breakfast Book Club: It Didn’t Start with You
Join us for this breakfast book club as we dive into It Didn’t Start with You, exploring how generational trauma shapes our lives and discovering ways to heal and break free from its influence.
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EVENTS
Business Value to Legacy: Building & Ensuring Lasting Impact: 05.14 Berks Co
This session delves into the intersection of financial stability, personal fulfillment, and community impact to help you build a lasting legacy. Gain practical insights on navigating post-transition complexities, bridging financial gaps, and viewing your business as a strategic investment. Join us for an engaging discussion on planning your next chapter. Please note, CPE credits will not be offered for this session.
Learn More Here
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Cyber Self-Defense: Battle-Ready Your Business
IT security is no longer just an IT problem – it’s a business imperative. Join Compass Point for this one-hour webinar, where we’ll tackle the fundamentals of cyber self-defense and discuss real-world strategies to protect your business from ransomware attacks and other cyber threats.
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EVENTS
The Art & Science of KPIs
Hosted by TurboExecs and Compass Point. A virtual workshop designed to help you set the right goals and execute with precision. Discover how to turn key metrics into powerful decision-making tools that fuel growth, alignment, and accountability.
Register here
EVENTS
Developing an Organizational Chart for Growth
Developing an organizational chart for growth is a key tool to supports scalability, enhance accountability, boosts efficiency, and facilitate succession planning. Register for this in-person event hosted by our NEPA partner Family Business Alliance with our own Tom Garrity leading the discussion.
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