Evergreen Journal by Tugboat Institute

Mike Dougherty carries a unique perspective from his background in large, non-Evergreen companies prior to joining Maddox Industrial Transformer, where he currently serves as CFO. In this Tugboat Institute® talk, Mike reflects on his experience at Amazon to illustrate how some of the best practices of excellent, non-Evergreen companies can be brought into service at Evergreen® ones. Mike shares ho...

Michael Kiolbassa is the third-generation CEO of his family-owned sausage company, Kiolbassa Smoked Meats . In this talk, Michael reflects on a vulnerable financial period in the company's history, detailing how he navigated this critical period by leaning into data and Evergreen® values. By establishing five clear business pillars, the company executed a shift toward margin-driven growth, streaml...

Leidy Klotz is a professor at the University of Virginia and the author of Subtract . His research makes the case that our instinct to add before we ever consider taking away is one of the costliest and least examined habits in business, one that only compounds the longer a company has been building. In this Tugboat Institute® Talk, Leidy traces the science behind that instinct, from a Lego bridge...

Tugboat Institute® member Cody Nath, CEO of Refined Technologies, Inc. (RTI) delivers a moving testament to the necessity of knowing and leading the whole person. In this Tugboat Institute talk, Cody shares the heartbreaking story of a beloved colleague, Barry, whose tragic loss catalyzed a fundamental shift in how RTI approaches People First leadership. Recognizing that workplace skills alone can...

John Gavan, Executive Chair and former CEO of Evergreen® company KPFF Consulting Engineers, offers a roadmap for leadership development through his concept of Engineered Opportunities. John shares his 35-year journey from intern to CEO, illustrating how leaders must adapt as they progress in the organization and move from one role to the next. John outlines a four-stage career arc—Performer, Leade...

Nick Craig is the President of the Core Leadership Institute, and author of  Leading From Purpose . Over the past decade and a half, he has helped thousands of leaders discover their Purpose, what Nick considers to be the unique gift they bring to the world. In this Tugboat Institute® Talk, Nick uses the world of toys, and LEGO specifically, to explore how customers deeply connect with companies t...

Many people carry the belief that they simply aren't "math people," that ability is something you're born with, not something you build. In this Tugboat Institute® talk, Jo Boaler dismantles that myth and makes the case for a limitless approach to learning, one that applies as much to leaders and teams as it does to students. Jo is a professor of mathematics education at Stanford University and co...

Every founder and generational leader carries an origin story. In this Tugboat Institute® talk, Everett Harper invites us to consider what it means to remember that story, and how the act of remembrance itself shapes the values a company passes on. Everett is the co-founder and former CEO of Truss and a longtime champion of Purpose-driven leadership. Drawing on the history of Juneteenth, and on hi...

Luck is the number one factor for career success, said legendary executive search pioneer Egon Zehnder to a young Claudio Fernández-Aráoz early in his career. After four decades of placing leaders at the highest levels of global business, Claudio has come to agree. But luck, he argues, is only part of the story. The factor leaders can control, and the one that separates good organizations from gre...

Tugboat Institute® Member Kent Johnson is the CEO of Highlights for Children, a family-led legacy brand dedicated to building a more optimistic and empathetic world for children. After an early career in physics and medical diagnostics, Kent has spent the last 20 years leading a media business centered on human development. In this Tugboat Institute talk, Kent explores how their commitment to Purp...

Jim Gilmore is the co-founder of Strategic Horizons LLP and the co-author of The Experience Economy and Look: A Toolkit for Making Better Decisions. As a pioneer in the study of consumer experiences and observational methods, Jim has spent decades helping organizations see the world—and their opportunities—more clearly. In this Tugboat Institute® talk, Jim challenges the modern habit of screen-ind...

Larry Hofstetter is the first non-family president of the 187-year-old Schaeffer Manufacturing Company. As the steward of a business founded in 1839, Larry has mastered the delicate balance of honoring nearly two centuries of history while navigating the complexities of modern disruption. In this Tugboat Institute® talk, Larry explores his framework for cultivating a "winner's mindset" that transf...

Tugboat Institute® member Joe Motz, founder of The Motz Corporation, has spent nearly five decades building a legacy of innovation and integrity at one of the world's most respected turf firms. But after transitioning the company to 100% employee ownership in 2018, Joe faced his toughest finish line yet: a 70th-birthday "bucket list" adventure that would take everything he had. In this Tugboat Tal...

Ashley Russo is a visionary leader, award-winning journalist, and entrepreneur who bridges the gap between industrial legacy and modern storytelling. Through her dual roles as CEO of Magnaplate and President of ASR Media, Ashley has mastered the art of blending the technical precision of manufacturing with the creative vision of media. In this Tugboat Institute® talk, Ashley explores the unique te...

Rob Cordova is a thought leader, adjunct professor, and educator who transforms corporate learning into meaningful and inspiring experiences. Through his research on how our personal backgrounds shape our actions, Rob has developed a unique framework of reflective questions designed to help leaders step beyond their comfort zones. In this Tugboat Institute® talk, Rob challenges us to confront our...

David Surdam is a historical economist and professor at the University of Northern Iowa who studies how organizations adapt under extreme economic pressure. In this Tugboat Institute® Summit 2025 talk, he shares the story of Major League Baseball during the Great Depression, when team owners faced one of the most challenging economic periods in American history. Their adaptation strategies not onl...

Over the last several years, private equity has continued its rapid expansion, reshaping the landscape of business ownership and investment. What was once limited to a small circle of institutional investors now reaches into 401k portfolios, making PE an increasingly dominant force in our economy. While this growth has fueled opportunity for many, it also poses new challenges for Evergreen® compan...

Mark Steele is the president and owner of Craftsmen Industries and a former turnaround specialist for private equity firms. Early in his career, he stepped into struggling businesses and made the tough calls others avoided. In this Tugboat Institute® talk, Mark shares how the opportunity to lead family-owned Craftsmen Industries sparked a profound shift in his career and business philosophy. He ex...

Adam Echter is a partner at Simon-Kucher and a global expert in pricing strategy. A thought-leader and consultant, Adam brings decades of experience helping companies shape strategies that drive both profit and purpose. In this Tugboat Institute® Summit talk, Adam challenges the myth that purpose and profit are mutually exclusive. He lays out actionable pricing strategies that align with Evergreen...

Tugboat Institute® member Ashli Desai is President of Larry Walker Associates, an environmental engineering firm focused on water quality management. After founder Larry Walker's departure, the company remained family-owned but was led by non-family executives. This divide between ownership and leadership created challenges in communication and alignment among the family, leadership, and employees...

In business as in life, longevity often invites assumptions. When we hear about a company that has thrived for over a century, it's easy to picture a large, slow-moving, and rigid organization. But surviving, and thriving, across generations requires quite the opposite: adaptability, agility, and a willingness to evolve. Jayne Millard embodies this mindset as the fourth-generation leader of Turtle...

Business leaders often rely on rules of thumb, simple tools designed to guide decisions in complex environments. But when followed too rigidly, even the most trusted rules can create blind spots. In this Tugboat Institute® talk, Dave Whorton explores this tension and offers a fresh perspective on how Evergreen® leaders might think differently. Dave is the founder and CEO of Tugboat Institute and t...

In business as in life, there are trade-offs. This is an accepted part of the business world as well, and is usually accepted as an unavoidable truth. This includes pairs like Profit and Purpose, or Profit and Paced Growth, which can sometimes appear to be at odds with one another. But what if this didn't always have to be true? Marianne Lewis proposes a leadership strategy that can help resolve t...

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 becom...

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...