Evergreen?

In October 2021, we will travel to St. Louis for our Tugboat Institute Exemplar Visit at Edward Jones. Hosted by the sixth managing partner in the 97-year history of Edward Jones and Tugboat Institute member Penny Pennington, this event will share insights on leading an enduring, growing Evergreen business that is owned by its partners. Over the course of two days, we will take an unvarnished look at the history of Edward Jones. We'll learn about how it evolved from a small band of financial advisors serving rural clients into a firm of over 55,000 employees, its unique relationship with Peter Drucker, how its approach to People First makes it one of the Top 10 Best Places to Work year-after-year, and gain deep insights into the key milestones, successes, and failures it experienced in its Evergreen journey. We will also enjoy exceptional food and drink together while exploring a few of Penny’s favorite areas around St. Louis each evening

This iteration of our annual Fall Exemplar Visit (rescheduled from 2020) offers you the opportunity to participate virtually in a livestreamed visit to the Clase Azul Loft in Brooklyn, NY. We look forward to your participation in this experience, which will offer valuable insights, best practices and wisdom, and the opportunity to connect with your peers through learnings of this remarkable Evergreen company. At this time, registration is only open for virtual participants.

Tugboat Institute Summit is an intimate, invitation-only gathering of Evergreen CEOs. This unique event brings together leading entrepreneurs who have the grit and resourcefulness to build and scale private, profitable, enduring and market-leading businesses that make a dent in the universe.