Family Traditions
This Topical Roundtable encourages each Forum member to describe their family traditions and how they impact their lives.
Recent Additions
The Road Not Taken
Forum members share critical choices they’ve made and the positive or negative impacts each decision has had on their life.
Empty Nest
This Topical Roundtable focuses on helping Forum members prepare for their life changes when their children grow up and leave home.
Annual Theme: Growth
Growth comes in all forms: business, personal, leadership, and spiritual, to name a few. The Forum members identify and work toward their personal and/or professional growth goals over the year.
Outsourcing to the Gig Industries
This Topical Roundtable is designed to encourage valuable discussion among Forum members regarding their perspectives on and experience with the gig industries.
Forum 2.0® Topical Roundtables Process
The purpose of a Topical Roundtable is to foster an in-depth conversation in which Forum members share experiences and viewpoints on topics of mutual interest. This document outlines the process and guardrails for your Forum to maximize their takeaway value from each Topical Roundtable.
Forum 2.0® Goal Achievement Plan
The purpose of a Goal Achievement Plan is to develop a structured plan for completing a goal and gain insights from fellow Forum members.
Annual Theme: Overcoming Fears
This is a personal development theme in which the Forum acts as a support and encouragement system for each member to identify and overcome their biggest fear or phobia throughout the year.
Life's Journey Icebreakers
Life’s Journey Icebreakers is a curated collection of thoughtful questions that are designed to spark meaningful conversations and deepen personal connections among Forum members
EO Small Survey Template
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Volunteer/Community Service
Discuss questions about Forum members’ experiences with volunteering and community service.
5 Photos
Members bring five of their most meaningful photos to the retreat and discuss why they’re so special and important..
Forum 2.0® New 2 You
Forum members briefly present on what’s new: current trends, cool new gadgets, new apps, new books, discounts, events, etc. For added fun, members compete with each other for the best new “thing”.
Forum 2.0® Six Thinking Hats
Six Thinking Hats is a structured method of analysis that approaches a situation from six different perspectives and can be useful for addressing complex issues.
Annual Theme: Improving Relationships
Forum members work to improve their interpersonal relationships in both their personal and professional lives. Throughout the year, they work to more deeply understand, enhance, and improve their healthy and unhealthy relationships.
Annual Theme: Exit Strategy
Beginning with the end in mind, these theme focuses on each member’s strategy for exiting their business. Through a variety of exercises and learning, each member strives to position their company for the best possible exit.
Advisory Boards
This Topical Roundtable was created to assist Forum members learn more about these boards. The questions are divided into four categories. Please choose the questions that fit your Forum’s experience level and goals.
Annual Theme: Leadership
Forum members want to improve their leadership abilities and develop their leadership styles.
Annual Theme: Technology
Forum members want to improve their understanding of technology and how to leverage its use.
Reverse Résumé
Forum members share facts they they would never include on their professional résumé.
Working Outside the Home
The Forum discusses how working outside their home affects their professional and personal lives.
Annual Theme: Legacy
Forum members contemplate the legacy they will leave in their work, their families, their community, and beyond.
Managing Remote & Hybrid Employees
The Forum discusses how they manage remote and hybrid employees and the impact off-site team members have on their business.
Annual Theme: Bucket List
Each Forum member creates a list of things they want to do before they die and chooses three items they want to accomplish during the current year.
