Roundtables are ultimate expressions of an idea marketplace. Sessions facilitated by a moderator with or without panelists.
Some roundtables operate under Chatham House Rule.
Moderator leads discussion topic with audience and expert panel.
Explore a project through the eyes of a client.
Family Business Alliance
The dynamics of operating or being part of a family business go far beyond financial reports, human resources or technology. Unlike other businesses, emotion and relation also play a role. Join a group of other family business owners as they share the fulfillment and pitfalls of family ownership.
An Alliance of the top IT executives and leaders in the community dedicated to thought leadership, shared experiences, continuous learning, and best practices. Join a group of innovative thinkers who are transforming their organizations.
Retiring Baby Boomers in the financial advisor industry is creating demand for new wealth managers. At perhaps no time in history has there been a bigger need for this cohort to have a place to learn from experts and each other.
Artfully Aging believes everyone is an Artist, especially those in senior communities. How did they adapt during pandemic lockdowns? Learn how this company pivoted to a digital marketplace.
Chatham House Rule
Attendees are free to use information acquired during roundtable though they may not attribute information or commentary to any other attendee. This rule encourages free discussion generating ideas and solutions. For Councils, attendees required to sign a non-disclosure agreement. In other instances, their honor is expected.