Monday, February 17, 2019
Monday Evening 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, February 18, 2019
Tuesday Morning 7:00 AM - 12:00 PM

Breakfast and Morning Group 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.
Tuesday Afternoon 12:30 PM - 3:00 PM

One-On-One Sessions and Skiing

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


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, February 19, 2019
Wednesday 7:00 AM - 5:00 PM

Transition Planning Strategies Discussion

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, February 20, 2019
Thursday Morning 7:00 AM - 12:00 PM

Breakfast and Morning 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.
Thursday Afternoon 12:30 PM - 3:00 PM

One-On-One Sessions and Skiing

You’ve now digested a lot of information and discussion. This is your chance to get out for another afternoon of skiing or join me again for a confidential one-on-one discussion to help sort out and prioritize how you can translate discussion into action.
Friday, February 21, 2019
Friday Morning 8:00 AM - 10:15 AM

One-On-One Sessions

Frank insist that you do not leave Beaver Creek with a single unanswered question. So, Frank has set aside additional time on Friday morning for more confidential one-on-one discussions around any of your lingering questions, thoughts, or ideas.
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