Please arrive in time to join us for dinner.

Dinner together at the Four Seasons Palm Beach

Full buffet breakfast is included.

Discussion leader: David A. Fields - David A. Fields Consulting Group

In this opening session, we will tap into what we, as leaders of small consulting firms, see as our top  challenges and/or opportunities at our own firms during these self-introductions.

This will be an extraordinary opportunity for participants to share and hear about the most pressing issues being faced by our peers. It will serve as a springboard for the discussions throughout the Forum, with the goal of collaboratively developing solutions through shared experiences.

Discussion Leader - TBD

• Success rates, lessons learned from hiring at senior levels
• Addressing the mindset gaps between founders, leaders and joiners
• Pros and cons of each strategy for creating viable successors

Discussion Leaders - Metodija Papazoski & Stathis Karaplios, EMBS Group

• What are the common stumbling blocks, and how have participants overcome them?
• How to avoid the backsliding—especially in terms of executive involvement

Lunch together -- a chance to meet, mingle, share, learn, discover partnering opportunities, etc.

Discussion Leader - Allan Platt, Clareo

• What are your options?
• What are others planning, and what are the pros and cons of various exit strategies?

Discussion Leader - Michael Carter, Level5

• What other revenue streams and types of business are leaders having success with?
• Lessons learned from other attempts
• Lessons from other industries and types of professional services

Relax, chat, compare notes, build relationships over dinner at one of Palm Beach's finest restaurants. (Dinner is included.)

Full buffet breakfast is included.

Discussion leader: Stephanie Johnson, Transcend Strategy

• Successes, failures and lessons learned from prior attempts to develop rainmakers
• Is there a specific type of personality or consultant that succeeds as a rainmaker?
• Reasonable expectations of new rainmakers

Discussion Leader - David Burnie, Burnie Group

• Experiences and lessons learned from acquisitions
• Actual growth history and trajectories for firms that have chosen organic vs. inorganic strategies

Discussion Leader - David A. Fields, David A. Fields Consulting Group

• What are your practical action steps and next steps
• What learnings will you take back to your firm?
• Which of the consulting firm leaders you met during the Forum will be most helpful to stay in touch with?
• What improvements can we make for the next Forum?
• What are your key takeaways and insights?

Leave in time to get home for dinner (for most participants), or stick around and enjoy the Four Seasons Palm Beach!