Tugboat Talks

The last five years have seen an ever-tightening talent pool and, therefore, increased competition for great employees. It seemed that it was a pandemic-related phenomenon at first, but demographics tell us that in fact, this is here to stay for many years. Coupled with this tight labor market, employees have become more particular about what they are looking for in their work, and they have become more apt to move on if their situation is not just right. The great resignation and quiet quitting, were, it turns out, just the start. In this era where it has become so challenging to hire great employees and even more so to keep them, Michael Horn invites us to understand why, and how to combat this trend. Michael is a longtime friend of Tugboat Institute®'s and Co-Founder of the Clayton Christensen Institute for Disruptive Innovation. In his recent book, Job Moves, he explores what drives employees to quit so readily and offers them advice about what factors to consider when considering taking this step. In this Tugboat Institute talk, he flips his perspective and offers company leaders a look into the factors that drive employees to quit - and to stay – in order to be more intentional about improving recruitment and reducing turnover. It turns out that many of the things he recommends go hand in hand with being an Evergreen® company. Watch and consider how you might improve your employees' experience and keep your best players for the long term.

On May 6, 2025, Another Way: Building Companies That Last...and Last...and Last, by Dave Whorton with Bo Burlingham was released to the public. Their book tells the story of Dave's journey from Venture Capital's epicenter in Silicon Valley to founding Tugboat Institute®, an organization dedicated to bringing together, supporting, and championing Evergreen® leaders and their Purpose-driven, Private, enduring companies. In this conversation moderated by Tugboat Institute member Mel Gravely, Executive Chair of Triversity Construction, Dave and Bo share their experiences conceiving of this project, their working relationship and the process of writing it, and what they hope it will accomplish in society. Mel deftly leads the two friends and co-authors through topics that will touch and inspire you, and that will help you better understand the foundation and the aspirations of the Evergreen movement. Watch and be inspired to read this book and support this important movement.  

Tugboat Institute® member Ford Mennel is the fifth generation leader of his family company, The Mennel Milling Company. In their 139 years, the company has been through many phases, some marked by prosperity and expansion, and some by stagnation and risk. Through it all, the series of family leaders who have shepherded Mennel have succeeded in building an Evergreen® company that is strong, continually expanding, diverse, and surprisingly innovative, given that their industry is one of the oldest in human society. In this talk, Ford not only shares his family's and company's history, the risks they faced, and the strategies that allowed them to survive and thrive over time. He also demonstrates creativity in his approach to Pragmatic Innovation, not just in Mennel Milling's products and services, but also in his strategic approach to accessing capital for acquisitions while safeguarding the company's Evergreen® independence. Watch and be inspired to be innovative in all areas of your company, and to build something that will last.

Dave and Dan Thrasher grew up in the house that served as the first HQ for their parents' basement waterproofing company, which they had started and grown slowly over decades. By the time the two brothers stepped into the business, their parents had grown it to about $4 million in revenues. In the 20 years since then, Dan has taken over leadership of Thrasher Group, Dave leads the newer company, Supportworks, and together, they have built their companies to an impressive $400 million in revenue. In this Fireside Chat with Dave Whorton, Dave leads the brothers through stories from their childhood, their entry into the business, and the birth and growth of their respective companies. In their conversation, they cover topics ranging from early forays into entrepreneurship, what they learned and have preserved from each of their parents, key moments through the growth of the business, both before and after they joined, and the effect of the arrival of PE in their space. Watch and be inspired to lean into your values, make courageous decisions, and find new ways for your business to grow and thrive.  

Sonja Lyubomirsky is an experimental social psychologist at University of California, Riverside. She has been studying the science of happiness for decades and her work has included consulting on projects like the film Mission: Joy, featuring the Dalai Lama and Bishop Desmond Tutu.  In this Tugboat Institute® talk, Sonja poses the question, “Is it possible to become happier?” and shares the findings from her many years of research in order to answer it. Happily, she found that there are many things we can do. Even better, the most powerful ones align with Evergreen® best practice behaviors. Watch and be inspired to take steps to increase your own happiness, and to connect with others at the same time.  

How do creativity and productivity thrive simultaneously in a business? The creative and the business mindsets are often very different in their approach to problem solving and innovation, yet in most professions, success in each area is necessary for companies to grow and thrive. So what are the conditions that make space for both?  Paul Seck is a landscape architect and Partner at MVVA, a leading landscape architecture firm nationwide. In this Tugboat Institute® talk, Paul shares how MVVA makes space for both. It starts with a plurality of voices and with a commitment to collaboration. Listen and learn more about how collaboration is a precondition for creativity and innovation.

Tugboat Institute®'s Gary Kunkle spent many years advising companies around sustained growth and then completing a PhD thesis on the true drivers of sustained growth. Through this work, he has built up an impressive store of data and insight. Gary leads Tugboat's Paced Growth Team Training and our Executive Team Training Series and has helped many Evergreen® leaders and executives understand their own companies better and set the conditions for sustained growth that will last 100 years or more.  In this Tugboat Institute talk, Gary shares a quick insight into why philanthropic efforts, which come naturally to the Purpose-driven Evergreen leader and company, are, in fact, also a wonderful strategy for recruiting, retention, and overall success. Through several examples, he demonstrates that going good is not only good for the community and the world, but god for your bottom line as well. Listen and be inspired to align your philanthropic efforts with your business' purpose - and watch both flourish.

Most company leaders can attest to the fact that finding a way to be a present spouse, parent, and even friend while building a business can be extremely challenging. But it is critical for creating a life and lifestyle that are good and sustainable. People often talk about “balance,” but sometimes balance is simply not possible. So seek harmony instead. In this Tugboat Institute® talk, Paul Mears III, President, and CEO of Hello! Destination Management, shares his own journey as a CEO, a husband, and a father. Through the different chapters of his life, he tackled this tension with different strategies, and he uncovered some great wisdom along the way. Although he is unfortunately not able to resolve this tension for you, he does offer some strategies and perspectives that might help you as you find your own way through. Listen and be inspired to seek work/life harmony in the way that works best for you and your family.  

Brad Herrmann learned about building and running a business from his father, who had done just that. But then his father sold the company, and the company and the team Brad had grown to love disappeared. He partnered with a friend and founded a new company, and they vowed that would not happen to them.  In this Tugboat Institute® talk, Brad shares his journey to find a way to ensure that his company, Text-em-All, lasts far beyond his own tenure. The company has grown substantially since its founding in 2005, and Brad and his co-founder were committed to finding a way to ensure it stayed Private and Evergreen® forever. He examined a number of potential ownership models and finally hit on the Employee Owned Trust (EOT). They have just completed their conversion to an EOT and Brad is a big fan.  Listen and learn more about EOT, and whether or not it might be right for your company.  

Change is uncomfortable, especially when we did not seek it and when it sets us on paths we would never have chosen. How we choose to deal with the inevitable surprises life has in store for us is where we really find out who we are and what we are capable of. This is true in our everyday lives, as well as in our jobs and careers. In this talk, Tugboat Institute® member Elizabeth Glasbrenner shares her story of dealing with change. Elizabeth co-founded her company, Smiley Technologies, with her brother after their father sold his own company and they perceived a window of opportunity. Over the following years, as she started her family and worked on the business, she encountered several twists of fate she had not planned for at all, both at home and at work. As she faced the huge changes that presented themselves, she realized she had a choice: to let change happen to her… or to choose to embrace it and make it work for her. Listen and be inspired by this extraordinary story to choose to be an agent of change, rather than a victim of it.  

Tugboat Institute® member Kirk Aubry leads Savage Services,  a transportation company based in Utah that moves and manages critical materials. In the years he has led the company, they have seen impressive growth. Rather than simply sit back and admire their success, Kirk asked himself, why? He spent dedicated time and effort exploring this question, and has reached a clear conclusion: connection. Connection is, in Kirk's words, “The Secret Sauce” that has allowed for Savage's success and growth. Connection amongst team members, with their customers, and with their community. This realization is, in many ways, a great confirmation of the Evergreen® model and mindset, because creating connection starts with communication, care, and a focus on People.  Listen and be inspired to examine and improve connection throughout your organization.  

Jeff Patterson is the CEO and founder of Gaggle, an EdTech software company that exists to protect students in schools. As a company founder, he has fought hard to create and build Gaggle, and along with it an entire industry, and he has remained committed to the Evergreen® path throughout. However, as committed as he is to the Evergreen 7Ps® principles, he has had a nagging feeling for years that he needs more than a wonderful culture to survive for the long term.  In this Tugboat Institute® talk, Jeff shares his own journey toward creating a meaningful and effective strategy for Gaggle. After searching in vain for the “right” strategy, he embarked on his own learning journey, reading many books and talking with many leaders about the ingredients of an effective strategy. Here, he shares his learnings and explains why, in his eyes, culture is important, but without a strong strategy, it's not enough. Liusten and be inspired to dig deeper in your efforts to create a strategy that is just right for your company.  

When he was still researching and teaching at university in Germany, Professor Hermann Simon undertook to study the landscape of market leaders in exports around the world and in different industries, with the goal of identifying the characteristics of the companies that managed to find their way into that selective group. What he discovered surprised him; it was not the giants he expected who occupied the top spots. It was, instead, predominately middle market companies who remained relatively unknown who were the clear leaders. Many of them came from Germany.  In this Tugboat Institute® talk, Professor Simon shares key learnings from his work on his subsequent book, Hidden Champions: Lessons from 500 of the World's Best Unknown Companies. The Hidden Champions are different from Evergreen® companies, but they share some important and interesting characteristics. Professor Simon went a step beyond simply articulating his theory on Hidden Champions. Following publication of the book, he left the university and founded his own company which, following the steps he outlined in the book, he has grown into a Hidden Champion itself. Listen to this talk, consider the characteristics of the Hidden Champions, and see if any of them might help your company.  

When he was young, Jeff Chungath was torn between a career in medicine and one in engineering. So he compromised and became a biomedical engineer! With deep, combined clinical and technical expertise, Telligen, the company he leads, helps its clients improve the quality and value of the health care solutions they offer to their employees. Thanks to his training and his natural inclination to think like an engineer, Jeff has created a superb culture of continuous improvement at Teligen, ensuring that feedback loops exist at every level of their work. In turn, this enables them to be nimble and to tackle inefficiencies as soon as they arise. In this Tugboat Institute® talk, Jeff shares what this looks like at Telligen, and how it has helped them stay ahead of the curve, innovate constantly, and foster an energetic and healthy culture of innovation. A 100% Employee Owned Company, their mission is to improve health outcomes for everyone, and through their careful and precise processes, they are able to make steady and remarkable progress toward this goal. Listen and be inspired to re-evaluate your internal feedback loops; could they be even better, and drive even better results?  

If you are a parent or if you ever watch the news, you are aware that, for years now, the conversation around kids and their mental health has become louder and more urgent. The effects of social media and our internet culture, paired with an increasingly prevalent culture of achievement in and outside of schools and the astoundingly isolating experience period during and after Covid have created a generation that struggles with anxiety, depression, and a host of other challenges.    In this Tugboat Institute® talk, Dr. Denise Pope, Senior Lecturer at Stanford's Graduate School of Education and the co-Founder of Challenge Success, addresses this topic with a focus on potential solutions to this mental health crisis. How can we help our children build resilience and find balance and strong mental health? What practices that have become mainstream are, in fact, damaging to our young people today?  Listen and learn what you can do to make sure your children and other young people in your life are getting what they need to grow into strong, stable adults.  

Jeffrey Korzenik is an economist by profession. Outside of work, his passion is furthering the cause of Second Chance Hiring. Those two endeavors are not as disparate as they might seem. Author of Untapped Talent, Jeff has spent many years advocating for what he sees as a solution to two societal and business problems all at once - supporting programs that help identify and place the right people with felony records in the right job for them. In this Tugboat Institute® talk, Jeff shares that in today's tight talent market, which demographics tell us will not ease anytime soon, there are nevertheless 19 million people with felony records who struggle mightily to find gainful employment. Many of them never served any time in jail at all, and others have committed to turning their lives around. In the right circumstances, with the right support, they can become stellar employees. Listen and be inspired to explore the possibility of Second Chance Hiring for your organization.  

Scott White, CEO of IGS Energy, has had a front row seat to the complexity of the energy industry and to what happens when shortages occur his whole life; he grew up with a parent who ran a natural gas company. Scott believes that the changes we can expect in the coming years will be even more challenging than the last five decades. As the global demand for energy continues to grow, we will need to grow and expand out capacity to meet it, but it won't happen overnight. In this Tugboat Institute® Talk, Scott discusses the various means by which our society might allow for a sustainable increase in energy demand while protecting grid resiliency and maintaining affordability. In particular, he shares some specific strategies business leaders can employ to protect their companies against eventual shortages and price volatility. Listen and be inspired to think about how you and your company can innovate and tackle energy challenges.  

When Steve Doerfler and his partner bought out their boss at Metalcraft in 2006, they knew that they would have to work hard and overcome obstacles to help their new company grow and thrive. Many of them, however, both professional and personal, were entirely unexpected and unique. In this Tugboat Institute® talk, Steve shares his journey of leadership through the buyout, several years as President, over a decade more as CEO, and now as Chairman. Although it has not been easy, it has shaped him as a leader and, he believes, made him better. Listen and be inspired to turn your challenges into vehicles to strength and transformation.  

For CEOs, and even more so for company founders, the prospect of stepping out of leadership, handing the reins over to your successor, and letting go of the company you have poured your heart into for years can be a challenge. Especially for Evergreen® leaders, who tend to be humble and gritty, their work has been a labor of love; they are so heavily invested in the success of their team, their team's families, and their company that trusting it will be ok without them is almost akin to watching children go out into the world independently. But it must and will happen to all leaders. In this Tugboat Institute® talk, Kris Maynard, founder and CEO of Cathedral Holdings, shares his own experience around this moment in his leadership journey. As a founder, he chose to step into the role of Executive Chair first, to ensure that the transition was smooth and gradual, but the end result is the same; someone else is in charge now. His story will shed light on this process for leaders who are looking toward this transition, and while his lessons learned will not make it easy, they will certainly help prevent surprises and prepare you for some of the more unexpected aspects.  Watch and be inspired to prepare for and thoughtfully shape your own transition out of leadership, when the time comes.  

In 2022, at Tugboat Institute® Gathering of Teams, Tugboat CEO Dave Whorton shared a talk entitled On Purpose. At the time, we were approaching our ten-year anniversary and our Evergreen® community had grown and matured a great deal. Everything Dave, and all of us at Tugboat Institute, had learned from our incredible members and friends over the years had confirmed Dave's thinking about the power of the Evergreen company back in 2013, when he set out to create Tugboat. As he honed his vision and planning for the future of this important group, he reconsidered the Evergreen 7Ps® principles and decided it was time to revise our definition of Purpose. We have decided to re-share this important talk two years later, because our community continues to grow and our circle of friends and followers is growing quickly as well. Purpose lies at the heart of what it means to be an Evergreen leader and company. Whether you watch this as a re-fresh, as a boost and confirmation for the hard work you are doing leading your company, or as an introduction to the values and thinking that collectively guides us, it will be an inspirational twenty minutes. Listen and be (re-)inspired by the power of the Evergreen movement.  

Evergreen® companies, who value their teams and put People First, believe deeply in the importance of a strong culture. However, the critical value of a strong culture is not simply a matter of faith. In this Tugboat Institute® talk, Oliver Staehelin shares concrete data around the specific, strategic advantages a strong culture can give a company. In a world where competition for great talent is not going to ease anytime soon, this is not an optional undertaking for the company that wants to retain a strong team over the long term. Oliver was an early member of Tugboat Institute, while he was leading the culture assessment company he co-founded with Stanford Professor Charles O'Reilly, Pomello. His early career and all of his subsequent work confirmed for him that culture is not a ‘soft' topic, nor are its benefits immeasurable.  Listen and be inspired to transform your company's culture into one of its greatest strategic advantages.  

It is rare and challenging for businesses to last beyond the first generation of ownership and leadership, and rarer still for them to last into the third generation and beyond. There are many reasons for this, but a common one is that a company, once it has created its breakout, successful product, will cease to innovate and change. When vigilance on this front diminishes, it is nearly impossible for a company to remain competitive and survive.  When Robert Pasin started work for the very successful company his grandfather had founded, Radio Flyer, he was surprised to discover that his family's company had fallen prey to just this. Innovation was minimal and as a result, the company was in danger of a decline. He undertook to rebuild a culture of innovation and discipline, and was remarkably successful; Radio Flyer was recently named to the top ten Fast Company list of Most Innovative Companies for 2023. Listen to Robert's Tugboat Institute® talk and learn what strategies he employed to turn their biggest weakness into their greatest strength.  

Humans understand and remember best through stories. The power of a good story to make a message memorable, meaningful, and impactful cannot be overstated. In your business, therefore, telling the story of your company effectively and well is crucial. This is doubly true for the Evergreen® business, whose story communicates the Purpose that drives their existence and the values that define their team, operations, goals, and culture.  In this Tugboat Institute® talk, storytelling strategist Kelly D. Parker addresses the why and the how of great storytelling. She provides us with a deep understanding of the importance of telling your story right, as well as specific strategies to employ as you tackle this important project. Most importantly, especially for the values-driven Evergreen company, she explains that the job of telling your company's story – clearly  and authentically – is not simply the job of the marketing team or even the leadership team, but rather of every person in the organization.  Listen and be inspired to tell your company's story even more effectively than you are today.  

Within any business, although we typically aim for efficiency and ease, we often end up with systems, processes, and norms that create friction. Friction can slow us down and negatively impact both progress and morale. Dr. Robert I. Sutton, Stanford professor and co-author of the recent book, The Friction Project, has studied friction within enterprises and has accumulated significant wisdom around this concept. In this Tugboat Institute® talk, Bob explores the different types of friction, the common causes of friction, and some effective remedies for removing bad friction from our work. While not all friction is negative, the majority of it is. Happily, Bob and his co-author Huggy Rao have identified some effective tools and strategies to help find and neutralize it. Contrary to what our instincts tell us, the best approach is not thinking about what we can create or add to combat friction, but rather what we can take away. Watch and be inspired to look for and eliminate friction within your organization.

Has the age of globalization come to an end? Given current demographic, political, and economic realities, what will the coming decades look like? And importantly, as business leaders, how can we best position ourselves to not only survive, but to succeed in the coming era? Peter Zeihan tackles all of these questions and more in this thought-provoking Tugboat Institute® talk. Peter Zeihan is a leading geopolitical strategist and the author of The Accidental Superpower, The Absent Superpower, and, most recently, The End of the World is Just the Beginning: Mapping the Collapse of Globalization. His sometimes uncomfortable predictions for the future are grounded in geopolitical analysis that relies heavily on demographic, political, and economic data. Whether or not you agree with his analysis, he reveals some realities that bear serious consideration as you, as a business leader, prepare for the coming decades.  Listen and consider the myriad factors that will share the political, economic, and social landscape in the decades to come and how they might affect your business.

Change that is intentional and carefully managed over time is essential for the long term survival of a business. Katie Hopkins is the third generation President & CEO of her family's business, Truck Centers, Inc. (TCI), and she has experienced this reality first hand. After many years of slow and steady growth, TCI entered into a partnership with their primary supplier, Daimler Trucks, and they have seen growth increase a great deal in the last decade. This rapid growth has required an increased focus on change as well. In this Tugboat Institute® talk, Katie shares how TCI drove change, in their own business and across the Daimler group, by doubling down on their commitment to Change Management. The initial objective was to make the customer experience more standard across all Daimler locations, but the results reached far beyond this goal. In addition to serving as an example to the other dealerships in the group, above all else, Katie and her team have leaned into Change Management and Continuous Improvement as an effective and highly Evergreen® path to change and growth. Listen and be inspired to be more intentional about driving and making change in your organization.  

At some point, most of us will face the difficult challenge of talking to our parents about their care as they age. The conversation is almost always challenging because it entails the complete reversal of the dynamic of a life-long relationship, wherein the parent is the caregiver and the child is taken care of. But there are ways to make it easier. In this Tugboat Institute® talk, Allen Serfas, Co-founder & President of Assistance Home Care, shares his deep personal and professional experience with this difficult conversation. He offers some helpful perspectives and advice for those of us preparing to approach it. It is possible, he believes, to get them the care they need, all while preserving and honoring their role as the parent in the relationship. Listen and be empowered to help your parents get the care they need without conflict or strife.

Ben and Don MacAskill are the founders and CEO & President of Awesome, the company that owns SmugMug and Flickr, among other brands. They specialize in online tools and platforms for photography and have changed the way photographers store, share, and sell their work. A few years ago, when they purchased Flickr from Yahoo, they discovered something unexpected.  In this Tugboat Institute® talk, Ben explains that he and Don were aware, of course, that Flickr owned and stored tens of billions of photos. But they soon also discovered that galleries, museums, and archives all over the world had also uploaded tens of millions of rare, unique, and historic photos. The power and impact of the collection struck them as important and absolutely unique, so they created a plan to ensure that these historic images never got lost to humanity. They created the Flickr Foundation. As they build the structure of this Foundation that is still only about a year old, they are focused on the goal of not just preserving the collection, but preserving it for the long term. Listen and be inspired by this ambitious and generous initiative.  

Dr. Peter Boumgarden is a professor at the WashU Olin School of Business. His research focuses on the role of structure- both formally and informally- in shaping the innovation of groups, organizations, and broader network systems. In addition to or perhaps as a byproduct of this work, he has also accumulated a wealth of wisdom about how individuals can be more effective and drive greater impact. Through his research as well as his work consulting and running executive education programs with organizations across sectors, he has developed a research-based set of recommendations for individuals seeking to make better use of their time. In this Tugboat Institute talk, Peter begins by sharing that an average lifetime contains just 4000 weeks. If we want to maximize our impact – on our companies, our families, and our communities – we need to be strategic about how we spend our time. But the bottom line is that we are all different, and we need to find a strategy that works for us. Peter gives us tools to better understand our own productivity, and to think about how we can best tackle the challenge of being more strategic with our limited time. Listen and think more clearly about how you organize your time.

Dr. Allan Mishra is a leading orthopedic surgeon, an expert in stem-cell research, and a highly respected member of the team at Stanford University Medical Center. He is also the Founder of VyVerse, LLC, through which his program, Vitality Explorers, reaches a growing number of people. Dr. Mishra is deeply interested in human vitality, and in unlocking the keys to living a more vital and energized life.  In this Tugboat Institute® talk, Dr. Mishra shares his expertise on vitality and helps us understand how and why we should seek to move from exhaustion to energy. Our modern world provides many reasons to feel depleted and tired, but by posing a few simple, pointed questions and sharing research on a few fundamental keys to an energetic boost, Dr. Mishra gives us some tools to improve our energy and, thereby, our lives.  Listen and take steps to become more vital and energize your life.

Silicon Valley is known as the heartland of innovation in business, specifically venture capital and the ‘get big fast' model of building a company toward a quick and lucrative exit. With its focus on growth over profit and its short-term time horizons, Silicon Valley's traditional business model is quite different then the Evergreen® model. It may, therefore, seem to be a strange place to choose to found and build an Evergreen company. Yet Mac Harman did just that when he launched Balsam Brands over ten years ago. In this Tugboat Institute® talk, Mac shares how he not only resisted the pressures and norms of Silicon Valley, but how he was able to use them to his advantage. His combined personal, professional, and educational experiences taught him that he wanted to bootstrap his business rather than raise outside capital. However, he was able to glean some important pearls of wisdom from the standard Silicon Valley model and, paired with his own convictions and vision, build an industry-leading Evergreen company that continues to thrive - right where it started in Silicon Valley. Listen and be inspired to take the Evergreen path, but leave space for relevant bits of wisdom from business leaders of all sorts.  

Stephen M.R. Covey has been a student of leadership his whole life; his father, Stephen R. Covey, was the author of the enormously popular book, The 7 Habits of Highly Effective People. Through his own work, which includes the NYT bestselling The Speed of Trust and more recently, Trust & Inspire: How Truly Great Leaders Unleash Greatness in Others, Stephen has spent his career observing and studying effective leadership and its hallmarks. His insights are profound. In this Tugboat Institute® talk, Stephen shares the core of his message from Trust & Inspire. According to Stephen, many of today's leaders continue to operate in the style of yesterday's leaders, which he calls Command & Control. However, the world has changed. Employees at all levels are motivated by Purpose and seek personal growth and fulfillment through their work. By tapping into this, each of us has the capacity to be great. The key to guiding us to our own greatness is leadership that leans into the Trust & Inspire style instead.  Watch and understand the power of Trust & Inspire, and take away specific strategies to begin unleashing greatness in your team.  

Oscar Gonzalez is the youngest of 13 siblings. When he was very young, His father and a few of his brothers took the first step toward moving the entire family from Mexico to the United States. Through extraordinary perseverance, patience, and hard work, the entire Gonzalez clan eventually landed in Southern California, where the family business, Northgate Markets, was founded.    In this Tugboat Institute® talk, Oscar shares the story of his father's dream and the steps, which took years to unfold, that made it a reality. Along with careful planning, dedicated hard work, and an entrepreneurial spirit, Oscar's family succeeded thanks to their courage. Their deep, shared belief that their dream could become a reality gave them the faith they needed to take a few remarkable risks, or leaps of faith.   Listen and be inspired to take a risk for your dream, fueled by your own deep faith in its promise and possibility.  

John Montgomery, Founder & CEO of Bridgeway Capital Management, manages risk for his clients for a living. However, he noticed long ago that even the most audacious business leaders tend to take much smaller risks outside of business. Given the string of human catastrophes he has watched unfold and learned about in his lifetime, he decided to set the bar higher. Bridgeway, and the non-profit they founded and support, aims to end genocide worldwide. In this Tugboat Institute® talk, John shares the work Bridgeway's foundation has done since its founding to end genocide, first in Africa, and most recently in Ukraine. They were instrumental in making it possible to resume exports of grain from the Ukrainian ports last year, thus protecting millions of people worldwide from famine. Their story proves that even the most audacious goals can be attainable. Listen and be inspired to take a risk for an audacious purpose.

At Tugboat Institute® Summit 2023, Tugboat members John Gavan and John Garrett joined Mel Gravely on the stage to share the learnings and actions they have taken themselves in the two years since Mel's first Tugboat Institute talk, What We Can Do Together About Race?  Instead of being directive about what any of us should or should not be doing to help close the rights gap by race, John and John each offered examples of what their first steps were and what progress they have made, in both the personal and professional spheres, on this important topic. John Gavan has directed his efforts through LeaderFlow, an industry-based organization he co-founded to support upcoming, diverse leaders in the field of architecture, engineering, and construction. John Garrett's efforts started on a more personal level and have led to realizations and new understandings that have and will continue to inform the way he runs his business.  Mel deftly moderates this discussion, which not only offers ideas and inspiration to business leaders looking to learn and to take their first steps, but which also stands as proof that courageous and respectful conversations are possible. 

Howard Behar joined Starbucks as President of North America in the very early days of the company. He learned quickly that as a leader, CEO Howard Schultz truly cared for the company's people, from its employees to its customers.  In this Tugboat Institute® talk, Howard shares the stories of two men named Jim, a customer and an employee. The stories illustrate what “caring like you mean it” looks like, and how far Howard Schultz was willing to go for his people.  Listen and be inspired to care like you mean it.

James H. Gilmore is the co-Founder of Strategic Horizons, LLC, a thinking group that helps businesses imagine and design new ways to add value to their economic offerings. In 1999, he co-authored the book The Experience Economy with Joseph Pine II. In it, they introduced their groundbreaking framework for understanding the progression of economic value over the course of modern human history. They proposed that each time the defining motor of an economic era shifts, it takes us some time to understand and realize that we are no longer primarily selling our customers what we think we are selling them. In 1999, they proposed that we had progressed from a service economy to an experience economy. Now, Jim tells us, it has shifted again. In this Tugboat Institute® talk, Jim expounds on his original theory. He then shares his updated thinking on the model. He proposes that today, most of us have caught up with the reality that what we've been primarily selling in recent decades is an experience, rather than a good or a service. However, we are lagging again. According to his model, while we may not yet realize it, the focus of our businesses has again shifted; we are now in a transformation economy. Listen and understand what this might look like in your industry and company, and how you need to adjust your strategy to keep current.

In her native Kentucky, the bourbon created by Carrie Van Winkle Greener's great-grandfather, Pappy Van Winkle, is legend. Carrie's older brother stepped into the family business, the Old Rip Van Winkle Distillery, at the start of his career but Carrie and her two sisters, who are triplets, sought their own opportunities elsewhere. Until, that is, they perceived an opportunity to start a new business, and at the same time, enhance the family's historic brand.    In this Tugboat Institute® talk, Carrie shares the story of Pappy Van Winkle Bourbon and of the founding of her own company, Pappy & Company. As she and her sisters spun this company off the family brand, she learned powerful lessons about the importance of family harmony, clarity of brand identity, and entrepreneurship.  Listen and be inspired to see opportunities not just within, but also alongside of, your family business.  

Dr. Madeline Levine is co-Founder of Challenge Success and a leading psychologist who has focused a great deal of her work on the mental health and challenges of young people coming of age in our modern society. In particular, in her book The Price of Privilege, she addressed a group that has been largely dismissed as being ‘fine,' but that is not, in fact, free from challenges: the children of wealthy families. In this Tugboat Institute® talk, Dr. Levine focuses on a skill that we all now accept as critical to survival in the modern world: resilience. As parents of children and as leaders of organizations, what can we do to foster this all-important skill in those we care about? Listen and gain confidence as you strive to support and inspire resilience in your children, your employees, and yourself.  

Hollingsworth & Vose is the oldest company in Tugboat Institute® membership; they were founded nearly 300 years ago. In their early days, they made paper for customers including Ben Franklin and Paul Revere. Today, they are the leading producer of filtration systems for energy and other purposes, and their customers include Tesla and Elon Musk. It goes without saying that to survive such a journey, innovation must be the order of the day. In this Tugboat Institute® talk, the 7th generation leader of Hollingsworth & Vose, Val Hollingsworth, shares highlights from his family's company's incredible journey. He also gives us insight into the spirit of innovation that has driven the company since its founding, and allowed it to remain relevant and a market-leader through sweeping changes to every aspect of our world.  Listen and be inspired to up your game on the innovation front and ensure your survival for 100 years or more.

At Tugboat Institute® Summit 2023, where we celebrated our ten year anniversary, CEO Dave Whorton shared a talk entitled On Time. Dave first set the context of human activity in the broad span of life on our planet; as a species, we have been around for an extremely short time. Then he zeroed in on the timeframe of business, since it truly came to exist. In the past couple centuries, as the pace of change and progress have accelerated, the timeframe of the Evergreen® company stands out as unique. For a company with outside investors and owners, such as public companies and Venture Capital and Private Equity backed companies, try as they might, they are beholden to a very short timeframe, as they must, over and over, ‘make the quarter.' An Evergreen company, by contrast, can grow slowly, and therefore adhere to much longer timeframes. This long term mindset allows for the compounding not just of capital, but also culture, customer base, and more. Seen through this lens, time stands out as a primary strategic advantage of the Evergreen company. Listen and learn how and why time is on the Evergreens' side.

Before joining the team at Tugboat Institute®, Dr. Gary Kunkle spent many years consulting with companies, in the United States and abroad, on growth. Following a stint at KPMG and then as the leader of his own company in the Netherlands, Gary returned to the US to earn his PhD. He wanted to understand what truly drove company growth, since his experience had led him to believe the conventional wisdom had it wrong. In this Tugboat Institute talk, Gary tackles several of the most pervasive myths around company growth - the factors that are most often trumpeted as the keys to successful growth but that have not, in his vast experience, proven to be true. His work is grounded in thorough and exhaustive data, and as he debunks each myth, he offers an alternative truth that can help get you on the path to sustained Paced Growth. Listen and learn how to tweak your strategy to increase your chances of successful, long-term growth.  

Ann Rhoades has made her career at values-led organizations. She served as Chief People Officer at Southwest Airlines, then as Co-founder of JetBlue, and now PRES of People Ink. Through all of this work, she has pioneered the shift in our modern perception of the role of Human Resources in a company, and the importance of people to any organization.  In this Tugboat Institute® talk, Ann shares her clear thinking about how great, values-led organizations function, the ways in which they put People First, and why this work is so central to their success. Listen and be inspired to take care of your teams and stay committed to your values throughout your company.

Jim Weddle worked at Edward Jones for 43 years, and served as Managing Partner from 2009 to 2018. During his time with the firm, he worked with Peter Drucker, creator of the Drucker Principles and author of The Effective Executive, as both an advisor and a client. Between lessons learned from his time spent with Drucker and his own learnings as leader of a large Evergreen® company, Jim has accumulated significant wisdom. In this Tugboat Institute® talk, Jim shares the core of Drucker's lessons for executives, as well as his own. Among his key takeaways, he advises leaders that in order to be an “effective executive,” one must be aware that one's time tends to belong to others, and therefore it is critical to stop managing and start leading–to empower the team to do the work that they are trained to do and in which they excel. Listen and be inspired to find new ways to increase your effectiveness. 

Tugboat Institute® member Don MacAskill is the CEO & Chief Geek of Awesome, which owns the brands SmugMug and Flickr. Don founded SmugMug with his brother, Ben, and together they bootstrapped their online photo sharing company, purchased Flickr from Yahoo, and built their company into an industry leader. All this from the heart of Silicon Valley and in the highly competitive and fast-paced tech industry. Fast and frequent innovation is critical to survival in this industry, especially when you are self-funded and competing against giants like Google, Amazon, Facebook, and Apple.  In this Tugboat Institute talk, Don shares his approach to innovation. Awesome exists in an environment where the pressure to adopt new ideas, one after the other, and stay ahead of the curve is intense, so he has found that it's important to have some clear guide rails, to help them avoid falling into the ‘innovation trop' and following fads that do not last. Listen and be inspired by Don's insightful and effective take on innovation.

O.C. Tanner is a 95 year old family business in Salt Lake City, Utah. Not only are they an Evergreen® company with a deeply People First orientation, their entire business model exists to find ways to help other companies honor and support their employees and customers. They started making trophies, rings, and plaques to reward graduates and excellence in the workplace, and have innovated their way to becoming a market-leading employee and customer appreciation software and consulting company. Dave Petersen has been with this remarkable company for 40 years and CEO since 2008. In this Tugboat Institute® Fireside Chat with Dave Whorton, Dave shares his remarkable personal journey toward leadership of O.C. Tanner. O.C. Tanner's remains guided by the founder, Obert Tanner's, vision and plan, and Dave shares how that vision helped him guide the company through a great many remarkable re-inventions of itself.   Listen and learn about the journey of this impressive leader and the unique and  impressive, Evergreen company he leads. 

Bobby Jenkins is President & CEO of ABC Home & Commercial Services, in Austin, TX. He is also deeply involved with the local Chamber of Commerce. The Chamber of Commerce in Austin, like so many others, is at the center of all that makes Austin a wonderful place to live and do business, including a great many programs and initiatives that are supported by and that can support local companies.   In this short Tugboat Institute® talk, Bobby encourages Evergreen® business leaders to consider getting involved with their local Chambers. He shares some examples from his own experience and highlights the fact that both Chambers of Commerce and Evergreen companies share a common goal: to make their communities better places. In addition, he shares some of the ways in which doing good is also good business. Listen and be inspired to partner with your local Chamber of Commerce.

Tugboat Institute® member Brad Cleveland is a global expert in customer strategy and management. His recent book, Leading the Customer Experience, along with his LinkedIn Learning Courses and numerous articles, have been translated into a dozen languages. He is a sought after speaker and consultant worldwide. When Brad was a young man, he had the opportunity to speak with W. Edwards Deming, who gave him a piece of profound advice: drive out the fear! Many years later, Brad has come to fully appreciate the role that fear can play in limiting performance and success in an organization. In this short Tugboat Institute talk, he reminds us how important it is to create a culture in our businesses where everyone - from the customer to the employee to the CEO - can operate free of fear. Listen and be emboldened to help drive out the fear in your organization.

W. Edwards Deming is universally recognized as one of the fathers of Total Quality Management. His groundbreaking work helped numerous Japanese companies, with whom he consulted in the period following WWII, improve their efficiency and performance and surge onto the world scene as a formidable business competitor in the 1970s and 1980s. American companies caught on eventually, and the Deming Philosophy that he created, with its 14 principles, serves as a guide for a great many companies to this day. In this Tugboat Institute® talk, W. Edwards Deming's grandson, Kevin Cahill, shares his grandfather's philosophy and some of its central tenets, which happen to align nicely with the Evergreen 7Ps® principles, in particular People First. Today, Kevin is the Executive Director of the Deming Institute and a champion for his grandfather's important and highly relevant work. Listen and learn about Deming's work and the incredible People First insights that helped him advise some of the world's largest companies on their way to becoming giants in their industries. 

It is no secret that business leaders and leaders of all sorts are experiencing high levels of burnout and stress, especially coming off the last extremely challenging few years. Most leaders are aware, at least on some level, of the importance of self-care, yet many struggle to turn that understanding into concrete action. Ryan Redman, Founder and Executive Director of the Flourish Foundation, proposes a way to think about this and some steps that may help you get started.  Although many of us have predisposed notions of what the word “guru” means, in this short Tugboat Institute® talk, Ryan suggests a different way to think about the term. He explores the essence of the guru, which means “weighty” in Sanskrit, and he suggests methods for working towards becoming a guru. He further posits that this work will help us become better leaders, better care for our teams and ourselves, and create more good in our communities and the world. Listen and be inspired to take some simple, concrete steps toward becoming a guru and finding stability and strength.

Early in his career, the dental group Samson Liu worked for sold to Private Equity (PE). He stayed on for 18 years, as the company was sold and re-sold over and over again. Eventually, it became clear that the practices and mindsets of the PE model were not in line with Samson's values, so he left to start his own practice, SOH Dental. In this Tugboat Institute® talk, Samson shares how he took what he learned from the PE playbook and infused it with his own Evergreen® beliefs to create a new model for acquisitions. This “hybrid model” allowed him to build a business that is People First, that will always be Private, and that is in line with his values. His endeavor has been remarkably successful.  Listen and hear a great example of how values can be at the center of a successful business, and how Evergreen is not only a viable, but a powerful alternative to the standard, Private Equity model.