Advanced Due Diligence and Manager Selection Workshop

November 19-20, 2019
University of St. Thomas
Minneapolis, MN

The price of the workshop (and subsequent consultation) is $2,695. See additional information below. If you have any questions (or if you'd prefer to pay by check), please reach out via email or schedule a call.

Agenda and materials

The preliminary agenda for the two-day workshop can be found here.

You will receive a series of readings in advance of the workshop that will provide background information on some of the topics, as well as case studies to be used for discussion.

The interaction among attendees is one of the highlights of the two days; everyone learns from the practices and experiences of others. To foster that, there is a series of small-group exercises spaced throughout the workshop, and the material is presented in a way to surface different points of view to optimize learning.

New this time around will be an ongoing exercise throughout the two days that will focus directly on how your evaluation of a manager changes with the introduction of new information.

Post-workshop consultation

Following the workshop, you will have a one-on-one phone consultation to explore any ideas and issues that you might have. Calls with prior attendees have dealt with a wide range of topics; the agenda is up to you.

Participant feedback

As you can see below, the aggregate feedback from past workshops has been positive. In the comments section of the survey, a number of attendees have said that the workshop was the best seminar or workshop that they have attended.

Did the content of the in-person portion of the workshop meet your expectations?

Very much so ~ 90%
Somewhat ~ 10%
I'm not sure ~ 0%
Not really ~ 0%
Not at all ~ 0%

Considering all aspects of the learning experience (including the readings, the in-person workshop, and the phone consultation) how would you describe the value that was provided in comparison to the price you paid?

It was a great value for the price ~ 38%
It was a good value for the price ~ 38%
It was priced appropriately ~ 25%
It was a poor value for the price ~ 0%
It was a terrible value for the price ~ 0%

Location and times

The workshop will be held at the University of St. Thomas in downtown Minneapolis. The school is connected via the skyway system, so you can walk from your hotel to St. Thomas and the Tuesday night dinner without going outside, should the weather be unpleasant.

The workshop will begin each day at 8:30 and end at 4:30 on the first day (with dinner that evening) and 4:00 on the second.

Information on hotel discounts will be sent to you upon receipt of your payment.


The cost covers all aspects of the workshop experience, including lunch each day and dinner the first night.

The price of the workshop is $2,695. If you need to cancel, you will be refunded 85% of the amount paid if you cancel by October 15, 50% thereafter.

Questions? Send Tom an email or schedule a call.