Each local forum meets monthly for 2.5 hours. This includes personal and professional updates; “issue/problem” presentations; industry education sharing and referral testimonials. Additionally, events during the year allow all Forum members to foster cross-forum interaction. These will include social events, as well as professional development and educational gatherings.
Each forum is comprised of top-level professional service providers who have achieved success and trusted advisor status. We are targeting the top tier of professionals who also own their firms or participate as part of management. The core of each forum consists of attorneys and CPAs. There will be no “vendor” memberships. Forum members will have professional exclusivity, defined by the organization. This will mean no direct personal competition within each group.
“Gather great minds around a table
and great things will happen.”