Events
Check out upcoming events we are hosting, attending, or presenting.
Upcoming Events
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
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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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.
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EVENTS
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.
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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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EVENTS
Somatic Yoga & 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
Insights into Succession Planning
This one-hour workshop, hosted by our COI partner Fulton Bank, can significantly shift your level of understanding on how to effectively plan for succession in your family business where the tricky dynamics of love, power, and money can trip up even the best. The business’s ability to serve future generations and continue to build family wealth starts with the decisions you make today.
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EVENTS
How to Prioritize & Leverage Key Value Drivers: 03.25 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 and eligible for one Specialized Knowledge CPE credit.
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EVENTS
Pick Your Successor: 5 Critical Steps
This MRC Member-Only webinar focuses on shifting an owners understanding on how to effectively plan for succession in a family business, where the tricky dynamics of love, power, and money can trip up even the best. The business’s ability to serve future generations and continue to build family wealth starts with the decisions made today.
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EVENTS
How to Prioritize & Leverage Key Value Drivers: 03.18 Berks Co.
Hosted by RKL and Compass Point. Arm yourself with tools to identify and prioritize your key value drivers and knowledge to make strategic decisions that enhance your business value. The session will include a case study, offering a practical perspective on the application of various tools that you can use to identify, prioritize, and measure key value drivers and overall business value. This is an in-person at RKL’s Reading office and eligible for one Specialized Knowledge CPE credit.
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