The Stride 2026 retreat exceeded all expectations.
Thank you to The Prospect Berkshires for most stunning space, outstanding service, delicious family style food, and comfortable accommodations.
Thank you to the families that made the time together so special - Reneé Walrath, Christopher Walrath, Tyler Phillips, Jonathan Phillips, Rosie DeFilippo, MBA, PMI-ACP®, Karen Laberge, CJ Fraser, Nancy Fraser, Kurt Hudson, Ryan B. Ellis, & Anne Putnam.
We also were so lucky to have a father-son duo who helped facilitate a great session and join the entire three days - Adam S. Karofsky and David M. Karofsky.
Amy Born and Allison Chisolm facilitated a wonderful session on the next phase in your life and the family enterprise.
Sarah Eustis shared a very methodical, smooth succession she led with the help of Cambridge Family Enterprise Group (CFEG) in early 2000's that has helped lead her family to tremendous clarity and success in the enterprise. Timothy Eustis's team organized an amazing tour of the The Red Lion Inn which is a really special treasure in the Berkshires, it was like walking through a museum with so many amazing visitors like Franklin Roosevelt, Jay Z, and Oprah.
Thank you to Corey Finkle for leading trivia night on the front end of the retreat that broke the ice fast! Thank you to Rosie DeFilippo, MBA, PMI-ACP®for sharing with the community how Stride has been impactful to her family's succession planning.
Thank you to Christopher Walrath and Jonathan Phillips for leading our session on mentorship.
Thank you to Lisa Manning, Kurt Hudson, and CJ Fraser for showing us how EOS Worldwide helped you in the succession process.
Thank you to James Murphy for sharing how Stride members can think about financially transitioning their business.
Thank you to John Malicki & Martha Cordo for sponsoring our event and joining us and offering the community your expertise in family wealth planning.
Thank you to Farrell Fritz, P.C. for underwriting our event.
Thank you to Beacon Bank, CFAR: Consulting and Coaching, Belden Hill Partners, BanyanGlobal Family Business Advisors, Daniel Cheetham.
This community is developing, growing, and gelling in a way that is allowing families to have natural, open, strategic, ownership, leadership, and family conversations in a comfortable, safe setting. I'm excited to see how this can continue to connect family businesses....
If I left someone out, my deep apologies, all in the room contributed greatly to the experience!
#buildingfamilybusinesscommunity
#familyenterprisessharing
#familybusinessessupportingeachother