AGENDA

We kick things off by getting to know each other in a fun and informal setting with cocktails, food, and maybe a fun game or two to help you get to know your fellow lab participants! Join us ready to decompress, to think differently about the future of your firm, and to embrace that next big idea might be closer than you think.

This is definitely not your average welcome session. Don’t stay up too late on Monday night because we start fast with a provocative roundtable discussion of blind spots, growth constraints, and uncertainty that lies ahead. This candor and level setting gets us synced up for the rest of our time together.

We get into the fundamental underpinnings that drive long-term growth and sustainable success.

• Leveraging strategic, scenario, and business planning to stay focused on the mission and deliver high performance
• Building a leadership and corporate governance structure that fosters a growth culture
• Keeping culture intact through organic and acquisitive growth
• Creating a business development model to get the best clients at the highest fees
• Shining light on other blind spots that are holding your firm back

We review, discuss, and map out solutions for a REAL strategic growth challenge facing one of your fellow participants.

We dig into more than just getting the right people in the right seats. We’re looking at breakthrough strategies for everything from recruiting to offboarding.

• Building a recruiting pipeline to consistently find the best talent
• Getting high performance from multi-generational teams
• Creating a leadership development program to create tomorrow’s leaders today
• Dealing with underperformance and conflict in a productive way
• Finding the right and sustainable balance of compensation and benefits

 We review, discuss, and map out solutions for a REAL talent challenge facing one of your fellow participants. 

Starting off the day with a general orientation session. Coffee and water will be provided at the entrance.

Before we kick-off our second day, we carve out some time for optional 1:1 coaching sessions. Not in a 1:1 session? We’ll have breakfast and the meeting room open so you can spend some time organizing your takeaways from yesterday.

We unpack aligning your business and technology strategy to drive results. We’ll review use cases, myths, and questions holding you back from your next tech move.

• Learning from the early adopters about where tech is heading
• Putting on the client’s hat to see where the monetization play is hiding
• Building the business thesis for smart AI & tech investments
• Understanding the cultural shifts that come with digital transformation
• Figuring out where to start on your AI journey

We review, discuss, and map out solutions for a REAL AI & technology challenge facing one of your fellow participants.

We look at where you are in your ownership transition journey and what you can be doing to ensure that you are positioning the firm for long-term sustainable growth and for a future that doesn’t always have you at the center of it.

• Answering the question of who will run the firm tomorrow
• Empowering the next generation to take the firm to the next level
• Understanding what skyrocketing valuations mean for transition plans
• Dealing with unexpected challenges that arise in transition
• Evaluating and selecting the right option for a transition plan

We review, discuss, and map out solutions for a REAL ownership transition challenge facing one of your fellow participants.

We wrap things up with a rapid-fire presentation on the tips and tricks to go from idea to implementation.