Local Forum Incentives & Benefits

EO Philadelphia is committed to providing continual value and resources at the forum level. Take advantage of the many ways EO Philadelphia provides benefits to each forum through connecting, building relationships, and learning.

We encourage all forums to take advantage of these offerings to create a deeper EO experience.

Is your forum interested in earning extra funds for dinners or your annual retreat? Each forum is eligible to receive $1500 for the 2023-2024 FY

Ways to earn!

  • SAP attends a Forum Meeting (presentation/Q&A/HH or dinner)

    • 2 points per SAP

  • Attend quarterly Moderator Lunches (1 representative/forum)

    • 1 point per quarterly lunch

  • 1-1 Meetings between Forum Members & Forum Chair (paid out once all forum-mates have had their individual meetings)

    • 2 points total, paid at completion

  • Max $1500 subsidy offered to each forum  

Base requirements to receive subsidy:

  • Your Forum has completed an updated Profile and it is on file with the chapter.

  • Your Forum Constitution is complete and on file with the chapter.

  • Your Moderator is Trained

  • Accountability Chart/Forum Roles

Each point will be valued at $150, and your forum can select how to earn point throughout the 2023-2024 Fiscal Year (July - June).

Payouts should be submitted quarterly by the first week in the following quarter. 10/7, 1/7, 4/7 and 7/7.

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BUILD ON THE FORUM FOUNDATION

Bonds built with your forum-mates are the roots of your EO experience. EO Philadelphia is committed to providing annual funding to bring an outside facilitator one time (1x) per year.

For the 2023-2024 Fiscal Year, EO Philadelphia is hosting a Forum Workshop Day. A Day where all EO Philadelphia Forums will meet and the chapter will provide a facilitator to lead each meeting.

Any forum launched following our 2023 Forum Workshop Day (11.16.23) will be eligible to receive $750 to use towards a facilitator of their choosing valid thru June 2024. Select your own, OR leverage one of EO’s Forum Workshops. If you select an EO workshop, you can use this link to schedule it directly.

Ensuring a solid foundation is key for your forum and EO experience. We are here to support you! For additional retreat planning resources, please click here.

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LEARNING & CONNECTIONS STRAIGHT TO THE FORUMS

Providing value through learning experiences is one of the main priorities of EO Philadelphia.

One of the key value drivers for EO’ers is the direct connection to experts at our fingertips. We are fortunate to have a robust team of engaged Strategic Alliance Partners (SAP’s)within the Philadelphia Chapter. Their expertise and knowledge provide immense value to our chapter from a networking and asset perspective.

EO Philadelphia strongly encourages Chapter Forums to invite SAP’s to forum meetings or post-meeting dinners. You can coordinate a structured learning session, an open Q&A, or a casual cocktail!

Please leverage our 2023-2024 Partner Directory to connect with each of our Strategic Alliance Partners.

Need help? We are happy to make an intro, message us.

Forum discussions straight from the experts

Leverage the built-in experts our chapter is grateful to have at our disposal, our Strategic Alliance Partners.

    • Overview of the EOS System and how Strengthening the 6 Key Components can give you everything you want out of your business

    • Numbers that Mean Something - measuring what really matters and everyone should have a number. Learn a simplified approach to measuring human activity that gives you the results that you want

    • The EOS Approach to Strategic Planning - planning for your business's short-term and long-term growth

    • Connect with Angela Kalemis

    • Environmental, Social, and Governance (ESG)

    • Privacy, Security & Data Protection

    • Trade Secrets & Competitive Hiring

    • Connect with Blank Rome LLP

  • Item description

    • Why a banking Relationship is important and how to establish one with the right bank.

    • Overall Credit/Lending environment

    • How do banks evaluate credit, etc…

    • Managing payables and receivables through technology and Treasury Management

    • Fraud prevention and cybersecurity

    • SBA programs

    • Connect with M&T Bank

    • Employee Retention: How to Keep Your Rockstar Employees

    • The War for Talent: Talent Acquisition 101

    • The People Part of M&A

    • Performance Management Basics

    • Compensation Trend

    • Connect with The O’Connor Group