Peer Roundtable for NextGen Leaders

A confidential peer forum for emerging family business leaders ready to lead.

Peer Roundtable Overview

This peer roundtable experience mirrors the value of an executive peer.

This yearly, cohort-based program is open to NextGen leaders from family-owned businesses who want continued leadership development opportunities through a confidential peer roundtable experience. Designed for graduates of the NextGen Leadership Institute and select referrals, the program combines facilitated peer discussions with targeted learning to support real-world leadership growth in family enterprise environments.

Benefits of Peer Roundtables

Why Roundtable Learning Works

• A confidential, facilitated environment builds trust quickly.
• Peer accountability translates insight into action.
• Discussion with other leaders promotes problem-solving for unique family business dynamics.
• Facilitated dialogue keeps conversations focused and productive.
• Long-term relationships extend well beyond the program year.

Program Structure

• 9 Monthly sessions starting in January (no meetings in July, August, or December)
• 9:30 a.m. – 12:30 p.m.
• Brief social connection at the start of each session
• 2-hour facilitated peer group forum
• 1-hour Lunch & Learn with targeted topics or guest leaders
• Maximum of 10 participants
• Professionally trained roundtable facilitators 

Sample Roundtable Topics

• Becoming a transformational leader
• How to be the best boss
• Succession planning
• Facilitated conversations with current family business leaders
• Navigating family business conflict
• Leading as a non-family executive
• Navigating difficult conversations