Events

Free to attend. Always has been.

Partners underwrite the room so owners never pay to be in it. Three formats, four markets, and no pitching from the floor.

Get the invitations

What we have run

Expert panelCharlotte

Charlotte AI Panel

Revolutionizing Private Business

Aaron Bock (CEO, Opkalla) and Lauren Goodell (Founder/CEO, Zinnia), moderated by Garrett Droege of IMA Financial Group.

Expert panelCharlotte

Acquiring a Business Panel

September 23 · Myers Park

For owners weighing a sale and buyers evaluating one — both sides of the table in the same room.

Expert panelAll markets

Tariffs, Trade & the Bottom Line

Virtual · 1–2pm ET

How trade policy actually reaches a private company's margin.

Expert panelCharlotte

The Charlotte ETA Meetup

March 4

Entrepreneurship through acquisition — searchers, funders and operators mid-process.

CEO & owner privateCharlotte

Operator Lunch

May 15

Owners and operators only. No advisors in the room.

CEO & owner privateCharlotte

Year-End Lunch

December 10 · Plaza Midwood

Closing the year with the people who carried it.

CEO & owner privateTriad

Year-End Lunch

December 15

The Triad edition of the same evening.

Coffee socialCharlotte

Coffee Social

7:00–9:00am · Salted Melon, Eastover

Two hours, no agenda. Arrive when you can.

Coffee socialTriad

Coffee Social

7:00–9:00am · Krankie's Coffee

The Winston-Salem morning rotation.

CEO & owner privateCharlotte

Charlotte FC Match Night

July 16

A match, a section, and no programming whatsoever.

A record of past sessions. Upcoming dates go out to the list first — the private CEO and owner events are not published publicly at all.

Four markets

Charlotte, the Triangle and the Triad all run a live rotation. The Charlotte MSA crosses the state line into Fort Mill and Rock Hill. South Carolina is building — if you are in the Upstate, the Midlands or the Lowcountry and want the first event there, say so.

Charlotte MSA

Live. Coffee socials, panels, operator lunches and the year-end dinner — including Fort Mill and Rock Hill.

Raleigh & the Triangle

Live. Raleigh, Durham, Chapel Hill and Cary. Panels running and the in-person rotation underway.

The Triad

Live. Winston-Salem and Greensboro as one market — events alternate between the two.

South Carolina

Building, statewide. Greenville, Columbia and Charleston members already on the list.

The list

Invitations go out to the list, not the internet

Public panels are announced here. The private CEO and owner events are not — the only way to hear about those is to be on the list. It is free and it stays free.