Learning program themes and topics are selected on the basis of input from attendees (both entrepreneurs and partners). A volunteer from the group will give a BRIEF personal insight on the selected topic, following a structured format to facilitate interaction within the group.

In drawing upon our experience at prior SERGE’s, the emphasis of the learning program isn’t so much on the facilitator presenting, but instead on the 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 people.

To keep the discussion flowing and to ensure that we stay 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 are more presenter oriented.

The closing learning segment will have no selected topic as this time will be reserved for attendees to share thoughts of interest/value to the group not already covered in the program.

Here are some possible tracks and representative subtopics:

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
• Social Entrepreneurship
• Public policy issues affecting entrepreneurs
• Running for public office
• Other paths to engage in public policy

Personal Finance

• Diversifying your 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
• College selection

Advancing Entrepreneurship

• Angel investing in startups
• Mentoring entrepreneurs
• 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.