Events

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.

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.

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! 

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.

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.

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.

EVENTS

Identifying and Developing Accountable, Self-Driven Leaders

An exclusive leadership workshop hosted at the Business Builder Camp Farm! Engage in activities and discussions with other local, growth-minded business owners who have a desire to develop accountable, self-driven leaders. Session runs from 8am to 1pm on Friday, March 14th. To learn more about Business Builder Camp and attending this event, contact Coach Wayne Herring at the link below.

EVENTS

Identifying & Developing Leaders Workshop – Family Business Alliance

Identifying and developing leaders is part of the overall talent management for a company. Compass Point's Tom Garrity will lead this workshop focused on building a leadership team of A-Players, a critical component of scaling up your business.

EVENTS

Stronger Leaders Workshop

This 90-minute, in-person workshop can significantly shift your level of understanding on how developing a strong leadership team can impact the business.

EVENTS

Business & Breakfast Book Club: Atlas of the Heart

Join us for this breakfast bookclub that explorations of emotions that guides us to connect more deeply and live authentically with Brené Brown.

EVENTS

Mergers & Acquisitions as a Growth or Exit Strategy

Mergers and Acquisitions (M&A) are a powerful tool to expand market reach, diversify products or services, and enhance a competitive edge. However, owners often face the delicate balance of driving value in the business while preserving the family's legacy and relationships. Join us to learn if this is an option for your growth strategy and eventual exit.

EVENTS

Leadership Workshop to Build Stronger Leaders

Come join a group of like-minded business leaders who are working to create more cohesive teams for the sake of their business success.

EVENTS

Business & Breakfast Book Club: The Invisible Leader

Our last book club of the year will be a special one! Join us for this lunchtime book club featuring the author, Zach Mercurio. Hear from the author of The Invisible Leader and gain his perspective while also sharing your thoughts on the book.

EVENTS

Leadership Workshop – In-Person

This one-hour in-person workshop can significantly shift your level of understanding on how developing a strong leadership team can impact the business.

EVENTS

Finding Cash in Your Business

Cash is not about finance. Or accounting for that matter. This 90-minute workshop can significantly shift your level of understanding of where the business cash may be stuck, underutilized, or worse – leaking. Cash is the lifeline of any business... and your future exit.

EVENTS

Leadership Workshop – Virtual

This one-hour virtual workshop can significantly shift your level of understanding on how developing a strong leadership team can impact the business.

EVENTS

Business & Breakfast Book Club: Business Family Legacy

Join the Compass Point Bookclub for family business owners on May 21st as we'll be discussing "Your Business, Your Family, Your Legacy" by George A. Isaac. Considered the definitive handbook on the challenges of managing a multi-generational family enterprise.

EVENTS

Pick Your Business Successor Workshop

Succession isn’t a matter of IF, it’s a matter of WHEN and ignoring that fact leads to uncertainty. The success of the business to serve future generations starts with the decisions you make today. Start planning today with this one-hour virtual workshop. We will discuss...

EVENTS

Business & Breakfast Book Club: Extreme Ownership: How U.S. Navy SEALs Lead and Win