Events
Check out upcoming events we are hosting, attending, or presenting.
Upcoming Events
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
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
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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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: 05.29 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
The Compass Circle Womens Retreat 2025
You give your all to your career, your family, your community. But when was the last time you gave back to yourself? This more than just a retreat; it’s about holding space for women like you, who lead, nurture, and inspire others, yet long to reconnect with themselves.
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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
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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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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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