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Multiple in-person and virtual meetings each year connect members to top peers and high-profile guest speakers. Video meetings are held at least monthly and in-person meetings are hosted by members in major business cities, mostly running noon-to-noon over two days so travelers can minimize time on the road. Members choose meetings that fit their schedules. Attendance at in-person meetings is limited, which contributes to more meaningful and engaging discussion. Substitutions are not permitted.

Recent guest speakers include:

Tom Bevan, co-founder and president of Real Clear Politics

Carl Hulse, chief Washington correspondent, New York Times


The Honorable Kathy Hochul, Governor of New York


Jon Steinberg, Founder and CEO, Cheddar

Jim Clifton, Chairman and CEO, The Gallup Organization

Alan Colberg, President and CEO, Assurant, Inc.

Dana Perino, Fox News Channel contributor, former White House press secretary


David Faber, CNBC anchor and award-winning author


Bob Pisani, CNBC sr. reporter

Rob Rehg, Global Chairman of Public Affairs & President, Washington, DC, Edelman

Jim MacGregor, co-founder and vice chair, The Abernathy MacGregor Group

Paul Steiger, Editor-in-chief, ProPublica (retired managing editor Wall St. Journal)


From one-hour Zoom calls to day-long in-person meetings, Forum-Group builds the meeting calendar throughout the year; 29 meetings were held in each of the last two years.


If you're in a leadership role for a large company or nonprofit and want to join the conversation, reach out to Ted Matthews at


  • Jan. 26, recruiter Jim Delulio

  • Jan. 27, Free Agents call w/member Allyson Park at Yum! Brands

  • Feb. 8, New Edelman Trust Barometer findings, w/Chuck Kaiser from Edelman

  • Feb. 24, Free Agents

  • March 8, Global perspectives of reputation chiefs, w/Jason McGrath from Ipsos

  • March 23, in-person meeting, Newport Beach, CA, hosted by Laurie Schalow at Chipotle

  • March 31, Free Agents

  • April 27, 1-hour call or TBD

  • April 28, Free Agents

  • May 18, 1-hour call or TBD

  • May 19, Free Agents

  • June 29, 1-hour call or TBD

  • June 30, Free Agents

  • July 27, 1-hour call or TBD

  • July 28, Free Agents

  • Aug 24, 1-hour call or TBD

  • Aug 25, Free Agents

  • Sept 28, 1-hour call or TBD

  • Sept 29, Free Agents

  • Oct 26, 1-hour call or TBD

  • Oct 27, Free Agents

  • Nov 16, 1-hour call or TBD

  • Nov 17, Free Agents

  • December, no meetings planned




Agenda topics and guest speakers are decided with help from the host and other members, which ensures meetings are highly relevant and address members’ specific issues. Unstructured time is built in for networking and open discussion. A recent meeting agenda is below, or via the link: 


San Antonio Meeting, Mar. 8-9, 2018


Thursday, March 8


11:30 am                 Lunch, Frost Bank office, 11th floor, 100 W. Houston St., San Antonio 


12:20 pm                 Welcome                


                                  Board Games and Good Governance, John T. Montford, guest speaker


1:45 pm                    Break


2 pm                         150 years of Frost Bank, Bill Day

                                   Intros, “What I love about my job,” All


2:45 pm                    Pulse check on topical issues, All

                                    -CEO activism

                                    -Impact of #MeToo, Time’s Up movements on workplace dialogue

                                    -Tax reform and $1,000 bonuses. Resetting expectations 


3:15 pm                    The Bechtel Journey, Charlene Wheeless




4 pm                          Lightning Round I: member topics

                                    -Amy Fry                                                                         -Kelly Kane

                                    -Lynn Phillips                                                                 -Sunni Goodman

                                    -Dean Rodenbough


5:30 pm                    Adjourn


6-9 pm                      Social time and dinner at Texas de Brazil, a short walk from the hotel. 313 E. Houston St.


Friday, March 9


8 am                          Light breakfast, Frost office, 11th floor, 100 W. Houston St.


8:30 am                    Why San Antonio passed on Amazon HQ2. Guest speakers Jenna Saucedo-Herrera, San                                              Antonio Economic Development Foundation, and Rene Dominguez, City of San Antonio


9:30 am                    Break

10 am                       Sharpening your social media strategy, Dean Rodenbough

                                  Leveraging employees in social media, Sunni Goodman


10:45 am                 Lightning Round II: member topics

                                  -Charlene Wheeless                                                     -Thaddeus Herrick

                                  -Rich Nelson                                                                   -Julie Vitek         


11:30 am                  Open Forum


Noon                         Adjourn

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