Forum prep
Two weeks out
Tuesday, September 15 · theme: Succession: Building a Company That Outlives You
3/7
prep items done
The checklist
Core presentation rotation
Every member opens their business once a year. The calendar keeps it fair.
AprPresented
Grace Yoon
Driver retention & the comp war
MayPresented
Ruth Abara
Medicaid rates: margin under pressure
JunPresented
Carol Hendricks
When the founder is the bottleneck
JulPresented
Dana Okafor
Location four: growth vs. health
AugPresented
Sam Delgado
The associate model & family equity
SepUp next
Marcus Whitfield
The GM decision
OctScheduled
Jim Castellano
Turning a fear culture (year one)
NovConfirm
Pete Langston
TBD — confirm with Pete
Guests this forum
Kevin Braddock
ConfirmedBraddock Roofing Systems · hosted by Marcus Whitfield
Second-generation owner, 45 employees. Seat him next to Sam at lunch.
Steve Holloway
Invited — awaiting replyHolloway Building Group · hosted by Carol Hendricks
Invitation out for the last seat. If he attends, this visit decides it.
Guests sign the confidentiality covenant at the door. Lunch count: 10.
Devotional rotation
SepGrace Yoon
OctCarol Hendricks
NovJim Castellano
Don’t skip
The Pete call is prep item #1 in spirit, whatever the list order says. A chair prepares the room and the people walking into it. Open his shepherding log →