November 21, 2025 at 10:00 AM EST

CEO Roundtable:
Navigating Legacy, Growth & Change

Virtual & Invite Only

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Change isn’t something you get through then move past anymore, it’s the normal state of your business.

For family-owned and founder-led companies, that change comes with a special tension:

How do you protect the legacy that got you here, while you scale, add new leaders, and prepare the next generation?

This 60-minute, invite-only virtual CEO Roundtable is a focused, small-group conversation led by David J. Friedman, founder of CultureWise and author of Culture by Design. Together with 8–10 peers, you’ll dig into practical ways to balance legacy, growth, and constant change.

This is not a keynote, a long slide deck, or a theory-heavy workshop. It is a live, candid conversation with peers who are facing the same pressures you are.

Who Should Attend

This roundtable is designed for:

  • CEOs of family-owned or founder-led organizations (small to mid-market)

  • Senior leaders accountable for:

    • Strategy and growth

    • Succession and next-gen alignment

    • Family governance

    • People and culture

If you set direction, carry the weight of legacy, and are leading people through uncertainty, this session is built for you.

Save Your Seat

If you’re a CEO or senior executive of a family-owned or founder-led organization and would like to join this roundtable on Navigating Legacy, Growth & Change, please fill out the form below to request a seat.

We’ll confirm your spot and send the calendar invite and prep details.