Family Matters February 2022

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February, 2022

I hope you’re enjoying some of this warmer weather and have created some time and space for the Valentines in your life!

I just returned with multiple takeaways from our Kick-Off Best Practice Event at Capstone Group and want to remind you to register now for the next two Learning Community Programs which are featured below:

March 24th Dinner – focus on Shareholder Mountain
April 27th Workshop - focus on the Management Mountain

So we can continue to serve you well, I’d like your help to identify who would be a great fit to join our Team as a Administrative and Event Assistant. Thank you!

March 24 Dinner at the Aquarium - Join Us!

We’re thrilled Chris Herschend, G3 Board Chair for Herschend Family Entertainment, accepted our invitation to share with us over dinner on Thursday evening, March 24, at the Adventure Aquarium, one of their businesses! Joining him will be Paige Craft Herschend, G4 married-in board member of the family’s “giving business,” The Neighbor Company. Hear how this family is living out and documenting their values for their 5 MOUNTAINS® for generations to come….

April 27 Scaling Up For Strategic Growth Workshop

Designed for Presidents, President/Owners, and members of their Executive Team, Cheryl Beth will guide us through a proven Operating System, based on Verne Harnish’s Rockefeller Habits.

Learn:

The Strategic Thinking Principles
Three Execution Disciplines
The Scaling Up Roadmap
4 Key Decisions every CEO and Business Owner needs to make...

Seeking a Whole-Hearted Person to Join Our Team!

Here we are, after a delicious Mexican lunch celebrating team member milestones. Who do you know who might be a great fit to serve as our Administrative and Event Assistant to help grow and support our Learning Community? Please help us spread the word.

With appreciation to our Sponsors!

We are grateful to our Sponsors who share our commitment to education and provide our member and client families with a wealth of knowledge. Without their generosity and expertise, our events would not be possible.

Our Mission: Flourishing Families & Enterprises

Since 1988, it's been our privilege to guide multi-generation enterprising families through their complex, unique journeys. We have served over 1,200 business families with our customized, inter-generational, team-building 5 MOUNTAIN® Process.

We chart the path, teach the principles, develop the people, and guide the process that provides the direction, confidence, and tools to overcome the dangers, beat the odds, and reach the summit for each family member & their enterprises!