Monday, January 16, 2023
6:00 PM - 7:00 PM

Cocktail Reception

We gather for a low-key “get-to-know-you” cocktail reception where you meet and network with the other Forum attendees in a casual setting.
Tuesday, January 17, 2023
7:00 AM - 8:00 AM

Registration and Breakfast

8:00 AM - 12:00 PM

Half Day Session

After breakfast together, we spend the morning covering big-picture data, trends, and challenges driven by PSMJ’s own research on how to build a sustainable transition plan.

12:30 PM - 3:30 PM

One-On-One Consultations by Appointment

This is your chance to hit the slopes for some afternoon skiing, or join with Frank in a confidential one-on-one discussion focused on your succession challenges, your opportunities, and your questions on what we discussed in the morning.
6:00 PM - 8:00 PM

Group Dinner

We ease off and have a private sit-down dinner and enjoy some of the best cuisine and finest wine that Beaver Creek has to offer. You go away from the first day refreshed and energized to tackle more on Wednesday.
Wednesday, January 18, 2023
7:00 AM - 8:00 AM

Breakfast

8:00 AM - 5:00 PM

Full Day Sessions (lunch provided)

With the big picture context behind us, we now get into the “secret weapons” of transition planning, detailed case studies, and the ins and outs of how to overcome the biggest challenges. From strategy to tactics, we discuss what non-traditional strategies and tools may help you to achieve your objectives.
Thursday, January 19, 2023
7:00 AM - 8:00 AM

Breakfast

8:00 AM - 12:00 PM

Half Day Session

After breakfast, now it is time to get into the details of execution, how to deal with setbacks and changes, and more. We also explore who to get involved and when.
12:30 PM - 3:30 PM

One-On-One Consultations by Appointment

You’ve now digested a lot of information and discussion. This is your chance to get out for another afternoon of skiing or sit down  for another confidential one-on-one discussion to help sort out and prioritize how you can translate discussion into action.
Register Now