Chapter 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.

 

Bonds built with your forum-mates are the roots of your EO experience. EO Philadelphia is thrilled to host an All-Chapter Forum Workshop Day for each of our 14 Forums on November 16th, 2023.

Each forum will have the opportunity to work with a facilitator on a topic that resonates with their unique forum. Click here to see topic offerings.

Incentive Opportunities for your forum

Each forum can earn up to $1500 throughout the 2023-2024 Fiscal Year (June - July) for their commitment and participation in the following areas.

  • Forum Group Documents - Required for subsidy

  • 1-1 Forum Member Calls - $300 for all forum members participation

  • Quarterly Moderator Lunches - $150 for having a representative attend each of the quarterly lunches

  • Strategic Partner Expertise - $300ea. for your first two SAP forum visits (maximum $600 payout

Subsidies will be paid out following the end of each quarter. All subsidy requests must be made by the 15th of the following month to be eligible. Final subsidy requests are due by July 15, 2024, requests after that will not be paid out.

Forum Group Requirements

Each year the incoming Moderator should attend Moderator Training Program (MTP). A full-day training which provides resources for a successful year as Moderator. Additionally, each forum should submit the following SOP’s each FY:

  • Forum Profile

  • Constitution

  • Accountability Chart/Forum Roles

In order to receive any subsidy payouts, your forum must send all these documents to the Forum Team.

Forum Health is vital. In order for each member of a forum to garner value from the group, it is critical to that the forum overall is healthy. The Forum team will schedule 1-1 calls with each forum member throughout the year as a way to connect, engage and ensure forum health.

Moderators or another representative from each forum are expected to attend the four Quarterly Moderator Lunches scheduled by the Forum Team each year. These lunches are a vital part to ensure forum health. For the 23.24 FY, lunches will be held the following dates: 9/13/23, 12/13/23, 3/13/24 and 6/12/24 at Founding Farmers in KOP.

Leverage the built-in experts our chapter is grateful to have at our disposal, our Strategic Alliance Partners. These partnerships are invaluable to our chapter, providing financial resources and unparalleled learning and connections to experts in their respective fields.

Each EO Philadelphia forum is expected to host (at minimum) 2 Platinum Strategic Partners at a forum meeting throughout the FY. Invite them to speak on a topic, network, or host a Q&A session, they are excited to engage!

Please meet our Strategic Partner Experts

    • Environmental, Social, and Governance (ESG)

    • Privacy, Security & Data Protection

    • Trade Secrets & Competitive Hiring

    • Connect with Blank Rome LLP

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

    • How do banks evaluate credit and how to be prepared as a business owner

    • Managing payables and receivables through technology and Treasury Management

    • Fraud prevention and cybersecurity

    • SBA programs

    • “Dealer’s Choice”- Let us know what interests you and your forum and we are happy to address

    • Connect with M&T Bank

    • Overview of the Entrepreneurial Operating System (EOS) and how to implement it in your unique business

    • Proven approach to Simplified Strategic Planning

    • Defining and Assessing if you have the Right People sitting in the Right Seats within your organization

    • Data Tracking and how to use data to get everything you want out of your business

    • Implementing the right meeting structure and cadence to drive execution and ultimately results

    • Simplifying your core processes and getting them Followed By All

    • Connect with Angela Kalemis

    • Attracting and retaining talent

    • Compensation Trends

    • Employer and Employee Compliance

    • HR and Recruiting Must-Haves across the different stages of business

    • Employee Relations, Performance Management, and Process improvement

    • Connect with The O’Connor Group

    • Cyber Security 101 – Tips and Tricks to get started, self diagnosis scorecard

    • Cyber Insurance – It’s all about RISK! - How do I get It, What do I need to know, Why do I need it?

    • Mergers and Acquisitions – I have acquired 5 different sized businesses, I can talk about the process, the aftermath, lessons learned

    • KPI’s and Score Carding – We developed a score carding system for employees back in 2009. – I have spoken at numerous conferences about motivating employees.

    • Connect with Christo IT

  • How to Document and Delegate What You Do to Scale Beyond You

    How to Digitize Your Company Playbook

    How to Better Train and Onboard New Employees

    How to Get Your Employees Aligned ASAP

    How to Get Your Business Out of Your Brain

    How to Easily Train and Onboard New Employees

    How to Get Your Business Out of Your Brain

    Why Most Entrepreneurs Are Underachievers

    Connect with Trainual

    • What is the difference between DIY payroll like QuickBooks, an online company like Gusto, a big box company like ADP or Paychex, and payroll partners like Premier?

    • What are the things I need to know from a compliance perspective?

    • Who is responsible for paying which payroll taxes, and how much?

    • Connect with Premier Payroll

  • Using social media as a personality and a brand (personal vs business accounts)

    Business Podcasting

    Getting the most out of your content

    Connect with 15M Media