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The key benefits of joining the forum include:

  • Develop breadth of perspective; three years of participation in the forum is equivalent to working the experience gained working for one or two other organizations
  • Learn about family and business topics
  • Engage in heartfelt dialogue with other family business presidents and outside experts

Membership is for family business presidents or their named successor, and is by invitation only. Candidates for membership should:

  • Possess strong communication and critical thinking skills
  • Have strategic vision for your business
  • Listen and communicate effectively with others around the table
  • Abide by a strict rule of confidentiality

Additional details: 

  • Forum meets the second Tuesday of each month from 9am-noon
  • The Family Business Speaker Series is part of the Forum experience, including extended time with the featured speaker.

Gain some insights from some of our previous key note speakers.

Interested in learning more or receiving an invitation?

Dan Bean

M.A., M.B.A.

Partner, Current Owner