Events

Owner’s Edge hosts and participates in a variety of events and CEO roundtable meetings designed to help you bring your performance to a level you never dreamed possible. Our goal is to help owners hone the personal and business skills necessary to build sustainable, transferable business value and support exceptional operating performance.

Check out and RSVP to our upcoming events below.

If you are interested in having an Owner’s Edge advisor speak or participate in your upcoming event, please contact us

Every Friday, April-Sep 2020	The EDGE CEO Advisory   EDGE CEO Friday Forum – for CEOs ONLY – FREE For CEOs who want to get and share ideas with and from other CEOs. FREE Friday 9:30-11:00 EDT.  Since the end of March we have had over 30 CEOs attend the Edge CEO Friday Forum with many attending weekly. They have shared experiences, perspectives and camaraderie that has helped the CEO community an invaluable resource in these times.   Focus on the future; life after Covid.  Get perspective about your plans from other CEOs.    RSVP required to obtain Zoom invitation.	9:30-11:00 RSVP Only
Sep 16, 2020	The EDGE CEO Advisory Regular monthly meeting.  Our speaker this month, Mark Rothman, will be presenting a short workshop on 3-demensional leadership and presenting his concept of the “9 Components of Progress”.  Mark is the author of Stop Playing Small: An A To Z Guide To Living Your Bigger, Better Life.  Guests who would like more information or an invite to attend should click on the RSVP.	8:15-9:30 RSVP Only
Oct 21, 2020	The EDGE CEO Advisory – Quarterly Update Meeting Member quarterly business updates. Sorry, confidential meeting…no guests.	8:15-12:00
Nov 18, 2020	The EDGE CEO Advisory Regular monthly meeting.  Speaker and topic to be announced.  Guests who would like more information or an invite to attend should click on the RSVP.	8:15-9:30 RSVP Only
Dec 16, 2020	The EDGE CEO Advisory Regular monthly meeting.  Speaker and topic to be announced.  Guests who would like more information or an invite to attend should click on the RSVP.	8:15-9:30 RSVP Only
Jan 2021	The EDGE CEO Advisory – Annual Operating Plan Conference & Retreat  Sorry, confidential meeting…no guests.	TBD

Jan 8-10, 2020	The EDGE CEO Advisory – Annual Operating Plan Conference & Retreat  Sorry, confidential meeting…no guests.	Vinoy, St. Petersburg, FL
Sep 26 – Dec 19, 2019	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Central MA Cohort #2 13 week course to be run by the Center for Women and Enterprise in Wobern via GotoMeeting.com every Thursday evening.  This accelerator program is designed for established business owners who have not yet grown their firms to substantial levels of revenue or employment. If you are an ambitious entrepreneur ready to lead your business to the next phase, click here for a link to the class description. Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	Course Filled CWE, Central MA
Jan 10-11, 2019	The EDGE CEO Advisory – Annual Operating Plan Conference & Retreat  Sorry, confidential meeting…no guests.	Vinoy, St. Petersburg, FL
Oct 18, 2018	Strategic Planning Workshop Series for CEOs: Understanding and Creating your Vision, Mission & Values This workshop is restricted to CEOs only.   Your team deserves to know where you want to take your business.  So why do so many owners ignore this vital fact? Creating your Vision is the first step in your company strategic planning process…and it must belong to you  In this workshop you will learn the difference between a vision and mission, and experience examples of both good and bad ones.  In the workshop exercise, you will begin creating the framework for your company vision. Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	Polaris MEP Providence, RI
Sep 13 – Nov 8, 2018	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Central MA Cohort #1 9 week course to be run by the Center for Women and Enterprise in Wobern via GotoMeeting.com every Thursday evening.  This accelerator program is designed for established business owners who have not yet grown their firms to substantial levels of revenue or employment. If you are an ambitious entrepreneur ready to lead your business to the next phase, click here for a link to the class description. Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	Course Filled CWE, Central MA
Oct 17, 2018 – Jan 23, 2019	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Cohort #4 13 week course to be held at the Center for Women and Enterprise in Providence every Wednesday evening.  This accelerator program is designed for established business owners who have not yet grown their firms to substantial levels of revenue or employment. If you are an ambitious entrepreneur ready to lead your business to the next phase, click here for a link to the class description. Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	Course Filled CWE, Providence, RI
Feb 26 – Jun 5, 2018	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Cohort #3  13 week course to be held at the Center for Women and Enterprise.  This accelerator program is designed for established business owners who have not yet grown their firms to substantial levels of revenue or employment. If you are an ambitious entrepreneur ready to lead your business to the next phase, click here for a link to the class description. Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	CWE, Providence, RI
Jan 17 – April 11, 2018	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Cohort #2  13 week course to be held at the Center for Women and Enterprise.  Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	CWE, Providence, RI
Dec 14, 2017	10,000 Small Businesses (“10KSB”) Panel of Business Mentors & Advisory Board Members This event has been organized by and for the Goldman Sachs 10,000 Small Businesses (“10KSB”) education program at the Community College of Rhode Island (CCRI).  The panel’s focus is to help owners in the class think through the very critical question of where they will now turn for help – free and paid.  The panel will illustrate the variety of ways owners can develop to receive advice and counsel, with an emphasis on the development of an advisory board/business mentors, specifically with an emphasis on: – Understand the role, function and purpose of external advisors; understand how to identify and select external advisors; Execute in the launch of an advisory board.  Panelists include Tom Stocker, Managing Director, Owner’s Edge.	CCRI, Warwick, RI
Dec 11, 2017	Effective Leadership Attend this workshop to better understand what it takes to be a leader.  In this seminar you will * Gain insight into what it takes to be a leader * Understand the different leadership styles and which one most resembles yours * Responsibilities of a leader * Leadership best practices * and more.  Course instructor: Tom Stocker, Managing Director, Owner’s Edge.	CWE, Providence, RI
Sep 20 – Jan 3, 2018	Power Forward! Strategic Planning and other Leadership Tools Every Business Owner Needs to Know; Cohort #1 13 week course to be held at the Center for Women and Enterprise.  Course instructor: Tom Stocker, Managing Director of Owner’s Edge.	CWE, Providence, RI
Feb. 23, 2016	Keynote Speaker; Massachusetts Systems Contractors Association Tom Stocker, Managing Director of Owner’s Edge will be the keynote speaker for the quarterly dinner of MSCA.  Tom’s topic will be ‘Top 10 Value Creators for Business Growth or Exit…the top 4 that no one ever talks about’.	Marlborough, MA
May 28, 2015	Planning Your Next Adventure: A Roadmap for Business Owners Guest panel speakers include Tom Stocker, Managing Director of Owner’s Edge, LLC, Joseph R. Marion, Trust & Estates Lawyer with Adler Pollock & Sheehan P.C., Michael Paolino, Wealth Manager and Partner with Edward Jones & Co., and Rob Gessman, CPA, Principle of Gessman & Co. This panel will discuss and answer questions to help owners understand the steps necessary to prepare themselves and their business for their inevitable transition and provide practical solutions to creating a plan that will work for them, their business and their family.	Alder Pollock & Sheehan P.C. Providence, RI
December 9, 2014	Workshop: Plan to Win! Imagine your business performance at a significantly higher level. Learn how to make your leadership significantly better, your vision significantly clearer, your team significantly more energized and make significantly more money. Flawless execution is the gold standard every business tries to achieve. So how do the best companies do it?	Centerville Seminar Center Warwick, RI
November 13, 2014	Workshop: Win Your Superbowl in 2015! Winning the Superbowl doesn’t just happen without a plan – and you are running out of time to plan yours. Want to know where to start and how to do it? In this seminar you will learn how the secret that every world-class company uses and how it can help your company win.	Centerville Seminar Center Warwick, RI
October 23, 2014	Workshop: Wonder what 2015 will look like? Create a dynamic vision to inspire your team. Suddenly 2015 is here.  Can you imagine what it should look like?  You need a plan.  But where do you start?  Start where every professional team starts…with your vision for your business.  In this workshop, you will learn an easy and simple technique to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow.	Centerville Seminar Center Warwick, RI
Sep 17, 2014	RI Business Leaders Day  Presented by United States Senator Jack Reed for a discussion on current topics taking place on Capitol Hill. Speakers will include government and administration officials, Members of Congress and other special guests who will share their insights on public policy issues important to the business community in Rhode Island; including the economy, budget, energy, healthcare, workforce development, defense, foreign policy and other timely topics facing the nation.	Wash. D.C.
September 16, 2014	Play to Win! How to Build Your Annual Operating Plan. In this seminar you will learn the basics to create a plan and budget for your business to use and measure success throughout 2015. You will learn how the secret that all sports teams use can help your company focus on what needs to be done to win.	Centerville Seminar Center Warwick, RI
August 19, 2014	Cash Flow, Checkbooks & Profits…What every successful business owner must know (and their CPA probably won’t tell you unless you ask) Many small business owners use their checkbook as their only financial tool and let their accountant set up their Profit & Loss Statement to make it easy to do your tax return. Well-run companies use their P&L as a powerful tool for understanding and measuring their daily operation, not their checkbook. Learn what your P&L can actually tell you, why this is important for your success and how to set yours up to work for you.	Centerville Seminar Center Warwick, RI
July 29, 2014	Do You Have A Plan For Your Business Future? Do you wonder how you could possibly figure out what you will need to be doing next year or even longer? I can tell you will almost certainty that if you are doing the same as right now your business will be in trouble. In this workshop learn how strategic planning will make your leadership significantly better and improve your team’s execution.	Centerville Seminar Center Warwick, RI
June 17, 2014	Your Exit Plan: What Every Business Owner Must Know This educational briefing will provide you with a comprehensive understanding of the entire transition process every owner generally doesn’t get..but needs to know.	Centerville Seminar Center Warwick, RI
May 15, 2014	The Secret Weapon of Every Successful Business It’s all about the execution. but do you think ‘flawless’ execution just happens? Learn how strategic planning can give your business a significant competitive advantage. And learn a methodology that really works.	Centerville Seminar Center Warwick, RI
April 15, 2014	Drive Profits With Non-financial Metrics Monitoring the right key performance indicators can bring your business to a higher level of performance. What are the few you should have on your dashboard? Learn what other owners are using to beat their competition and share what you may be using in this interactive discussion about the six areas every owner needs to monitor and those that just aren’t important.	Centerville Seminar Center Warwick, RI
Mar 12, 2014	Create a Dynamic Vision to Inspire your Team to Success…You ARE the Chief Inspiration Officer Every journey should start with a destination in mind. In this workshop, you will learn techniques to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow. You will be working with other CEO’s to help you create those inspirational visions and missions. Already have one? See how it stacks up to what you will learn.	Centerville Seminar Center Warwick, RI
Feb 12, 2014	Are you winning or losing?  Things your checkbook won’t tell you. Think your checkbook balance is your main business scorecard?  Learn how to use your P&L for powerful operating metrics! Many small business owners let their accountant set up their Profit & Loss Statement to make it easy to do your tax return.  Well-run companies use their P&L as a powerful tool for understanding and measuring their daily operations.  Learn what your P&L can actually tell you, why this is important for your success and how to set yours up to work for you.	Centerville Seminar Center Warwick, RI
Jan 16, 2014	It’s 2014: Do you have a game plan for this year? Your favorite team does, why don’t you? How to build your 2014 Operating Plan – There is still time for you to create your 2014 Operating Plan and supporting budget. In this seminar you will learn the basics to create a plan and budget for your business to use and measure success throughout 2014. You will learn how the secret that all sports teams use can help your company focus on what needs to be done to win.	Centerville Seminar Center Warwick, RI
Sep 18, 2013	RI Business Leaders Day  Presented by United States Senator Jack Reed for a discussion on current topics taking place on Capitol Hill. Speakers will include government and administration officials, Members of Congress and other special guests who will share their insights on public policy issues important to the business community in Rhode Island; including the economy, budget, energy, healthcare, workforce development, defense, foreign policy and other timely topics facing the nation.	Wash. D.C.
Jan 17, 2013 to Jan 19, 2013	Beyond the Exit Plan, Training Workshop Continuous education program for transition and exit planners.	Orlando, FL
Sep 25, 2012	Presentation: Finding Your Omaha: How to Create Your Business’ Roadmap to Operational Success This seminar will explore why strategic planning is a key component of every successful organization and how any organization can create and use one for competitive advantage.	New England Technical Institute East Greenwich, RI
Sep 19, 2012	Executive Briefing: Business Exit Strategy Planning – for any owner NOT contemplating a transition in the next 3 years This educational briefing will provide you a better understanding of the entire transition process every owner generally doesn’t get.	East Greenwich Yacht Club East Greenwich, RI
Sep 11, 2012	Providence Chapter Pinnacle Exit Planner Meeting Guest Speaker: Alan Rose Topic: Micro Market Transfers for Exiting Owners	Hope Club Providence, RI
Aug 29, 2012	Workshop: Finding Your Omaha: How to Create Your Business’ Roadmap to Operational Success In this workshop, you will learn an easy and simple technique to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow.	Centerville Seminar Center Warwick, RI
Jun 13, 2012	Executive Briefing: Business Exit Strategy Planning This educational breakfast briefing is tailored especially for business owners and their key advisors. Learn why it is important to plan your business exit, where you should start, what your transition options are, who is involved in the process and when	East Greenwich Yacht Club East Greenwich, RI
May 10, 2012	Providence Chapter Pinnacle Exit Planner Meeting Topic: To Be Announced	Hope Club Providence, RI
May 2, 2012	Executive Briefing: Business Exit Strategy Planning	Hope Club Providence, RI
Apr 4, 2012	Business Exit Strategy Planning Workshop	Edward Jones South County Commons Office Wakefield, RI
Feb 22, 2012	Executive Briefing for Business Owners Topic: Business Owner Transition Strategies	Hope Club Providence, RI
Feb 2, 2012	Providence Chapter Pinnacle Exit Planner Meeting Topic: Intentionally Defective Grantor Trusts in Business Succession Planning	Crowne Plaza Warwick, RI
Jan 19, 2012 to Jan 21, 2012	Beyond the Exit Plan, Training Workshop	Orlando, FL
Jan 11, 2012	Executive Briefing for Business Owners Topic: Business Owner Transition Strategies	Southern RI Chamber of Commerce Wakefield, RI