Page 42 – Tugboat Institute

Finding the Joy in Unpacking

January 7, 2019Video,Tugboat Institute SummitEvergreen leader,Tugboat Institute,The Motz Corporation,Evergreen Journal

In business and in life, many of us fill our packs with emotional, physical, and professional weight that can impact our ability to move efficiently and in good health. Intentionally unpacking obligations, habits, and control that don’t serve us can create opportunity for transformative growth—in self and in Evergreen business.

In his presentation from the Tugboat Institute Summit 2018, Joe Motz, President and CEO of The Motz Corporation, describes the pivotal, personal experience that set him on a journey of intentional unpacking and the joyful changes that process has brought to his business and his physical and emotional wellbeing.

by TugboatAdmin

Happy New Year from Tugboat Institute

January 1, 2019Article,Evergreen leaderTugboat Institute,CEO Network,Happy New Year,Evergreen Journal

Dear Evergreen Journal readers,

Happy New Year! As we head into 2019, we are grateful for the learnings and experiences we shared in 2018. We are excited by the momentum in the Evergreen movement.

by TugboatAdmin

The Transformative Power of Why

December 17, 2018Article,PurposeTelligen,Healthcare,Employee-owned,Evergreen Journal

When I stepped into my role as CEO of our Evergreen population health management company, Telligen, in 2011, we were at a crossroads. As co-founder of what was now a new business emerging with the assets of a predecessor company where I had been an employee, I knew I was facing a period of significant challenge—but I had a few ideas. When I assumed leadership, we were losing clients, revenue, and employees. The exodus of very talented people was especially devastating because the real value of our type of business is in the people.

I knew that to move forward, we had to answer the most basic question: Why do we exist?

by TugboatAdmin

Growth through Acquisitions—A Learning Journey

December 10, 2018Video,Tugboat Institute SummitTugboat Institute,John Deere,Arizona,Evergreen Journal

Paced Growth is an essential principle of successful Evergreen businesses. While growth can be organic or accomplished through new ventures, some Evergreen companies will choose to grow through acquisition.

Tom Rosztoczy, CEO of Stotz Equipment, has guided his Evergreen company to grow from three John Deere dealerships in Arizona to 25 stores in eight Western states over the past 20 years. In his presentation from the Tugboat Institute Summit 2018, Tom shares the key factors of that successful acquisition journey and the core values that are integrated into each new acquisition to continue to propel his Evergreen business forward.

by TugboatAdmin

When It Comes to Success, There Is No Checklist

December 3, 2018Article,Evergreen leaderPeople First,Purpose,People First Approach,Zeta Charter Schools,Schooling,Evergreen Journal

I am a lifelong educator, committed to ensuring that every child has the opportunity to choose the life they want to lead. It all starts with immersing them in an excellent school experience. My first job after college was at an alternative school for students who had been expelled from other institutions. The soundtrack of that school was people screaming at one another. It was not a good place for children.

This experience 25 years ago, and my inability to make change in that toxic environment propelled me to pursue a graduate degree in education, and, ultimately, to a career in teaching, leadership, and program development for schools in underserved communities. Throughout my career, I have been guided by the revelation that when everyone really intentionally thinks about what children need to thrive—and the unique types of support their circumstances may require—we can truly change lives.

by TugboatAdmin

Growth is Not a Goal

November 26, 2018Article,paced growthEvergreen leader,Evergreen CEO,Tugboat Institute,Idaho,POWER Engineers,Evergreen Journal

At POWER Engineers, we don’t use the word “growth.” In fact, at one time, that word was not allowed to be spoken during company meetings. And yet, as a global consulting services and engineering firm, we average a 15.6 percent annual growth rate.

So, what’s our secret?

by TugboatAdmin

It's a Family Tradition

November 19, 2018Video,Tugboat Institute SummitEvergreen CEO,family business,ABC Home & Commercial Services,Evergreen Journal

Bobby Jenkins grew up working in the pest control business his father built in San Antonio, Texas, which has since grown to become ABC Home & Commercial, a company with multiple locations throughout Texas, which Bobby and his two brothers own.

In this presentation at Tugboat Institute Summit 2018, Bobby shares the story of how the Jenkins family has navigated succession and multi-generational ownership to this point, describing the key factors in their success and his hopes for the future of the business.

by TugboatAdmin

Peaks and Perseverance in an Evergreen Journey

November 13, 2018Article,Evergreen companyPerseverance,Evergreen journey,Peaks,Evergreen Journal

As with many aspiring CPAs, my career goal had been to take on the challenge of becoming CEO at a company. I had a number of opportunities throughout my career as a CFO to achieve that goal. Since most of those opportunities were “turn around” situations, each required complete commitment and devotion to the task at hand, which was to save the company. However, as a life-long learner, I was my own worst enemy. Invariably, in five to seven years, the challenge and the opportunity to learn new things diminished, and I felt an “itch” for the next challenge. That itch brought me to Andesa Services in 2005 as CFO.

In the case of Andesa, there was no “save the company” urgency. Andesa was a stable, 22-year-old, privately held provider of technology and services to the life insurance industry. Predictably, after five successful fiscal years, the same career decision point loomed in the back of my mind. Time to move on?

by TugboatAdmin

Koffee with Kevin

November 6, 2018Article,Tugboat InstituteAVIAN,Navy,Verteran,Veteran Ownded,Evergreen Journal

I retired from the Navy as Commander in 2006, after 20 years of service. My Naval career included missions flying attack helicopters in Desert Storm, serving as a Navy test pilot, instructing pilots and astronauts at the Navy Test Pilot School, and ultimately retiring from a position as an acquisition professional, responsible for purchasing a new fleet of attack helicopters. In that final role, I managed an $11B program and oversaw a staff of 250.

When I made the decision to retire and began interviewing for positions in the private sector, my experience made me very marketable. But while there was a lot of interest from many different companies, I received offers that I felt did not reflect my value as an employee. In fact, I felt they were insultingly low. I knew my experience was extremely unique; as a Commander, I had been doing the work of a higher rank at a much younger age than is standard—with notable success. But when it came time to assess my value in terms of salary, potential employers were making offers based on my rank, not my true value.

by TugboatAdmin

Introduction to Evergreen Principles

October 30, 2018Video,Evergreen movementEvergreen leader,Evergreen CEO,Tugboat Institute,Evergreen Advantage,Evergreen Journal

In this keynote presentation from the Fourth Annual Olin Family Business Symposium at Washington University in St. Louis on October 12, 2018, Dave Whorton shares the journey of discovery that led to his founding of Tugboat Institute and the Evergreen Movement.

Throughout his talk, he debunks common myths about business and contrasts them with the competitive advantage of Evergreens, and describes how Tugboat Institute is supporting Evergreen leaders and businesses today.

by TugboatAdmin

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content

RESTRICTED CONTENT

Subscribe to EJ+ to gain access to our full library of Evergreen Content