Learning program themes and topics are selected on the basis of input from attendees (both entrepreneurs and partners). Any topic selected will also feature a volunteer from the group to lead a BRIEF personal insight on the selected topic and follow a structured format to facilitate guided interaction within the group.
In drawing upon our experience at prior SERGE’s, emphasis of the learning program isn’t so much on the facilitator presenting, but instead contributions gleaned from an active group discussion.
With partners invited to attend any segment of the learning program they wish, our total group discussion could involve as many as 50 persons.
To keep the discussion flowing and staying within our agreed upon timeframes, we will share a draft discussion protocol to be reviewed, modified and approved by the group at the opening session.
We may also query the group for a selection of one or two topics that is more presenter oriented.
The closing learning segment will have no selected topic as it will be reserved for attendee sharing on thoughts of interest/value to the group not already covered in the program.
Here are some possible tracks and representative sub topics:
Executive leadership in the larger, more mature enterprise
Issues around being a minority shareholder CEO
Securing top executive talent
Finding quality Board members
Managing a high impact board
Paths to personal liquidity beyond selling the company
Life After Liquidity
Insuring a smooth handoff to a successor
Transitioning to new roles post sale
Finding and effectively serving on other Boards
Examining a range of new opportunities
Public Service & Public Policy
Raising awareness on a cause of personal passion
Public policy issues affecting entrepreneurs
Running for public office
Other paths to engage in public policy
Diversifying personal portfolio
Selecting financial advisors
Setting up and/or operating a family office
Setting and tracking personal finance goals
Estate planning considerations
Health and Family
Dealing with a major health issue
Preparing for aging parents
Parenting through the teen years; instilling values
Angel investing in startups
Expanding personal network to new domains
Institutional investing (Venture Capital)
Final topics and discussion facilitators will be determined based on input and preferences gathered following event registration.