Your Books Are Lying To You
What CEOs don’t know about their own financials—and what it’s costing them.
What CEOs don’t know about their own financials—and what it’s costing them.
Valuation is increasingly a measure of this strategic commitment, not just current revenue.
Most American companies still treat currency as a finance issue. Treasury hedges it. Accounting reports it. Leadership moves on. That separation no longer works.
After a turbulent 2025—in which over one-third of companies had to reforecast revenues mid-year—the outlook for 2026 appears more stable and optimistic.
Despite uncertain economic conditions, tariffs and regulatory scrutiny, a spate of strategic acquisitions suggests the tide may finally be turning on deal-making.
Eric Kurtzman and Jonathan Carson built Stretto into the bankruptcy market leader by solving the fragmented ecosystem’s desperate need for reliable technology, data security and AI-powered case management.
Amid geopolitical shifts, macroeconomic stressors and turbulent policies, a significant proportion of companies re-forecasted their profitability numbers down for 2025––showing material decreases across every quartile.
The businesses that survive turbulent times are those that treat every dollar as a decision and every negotiation as an opportunity.
In 2015, U.S. Century Bank was hemorrhaging money with regulators watching closely. A decade later, it’s a $2.7 billion publicly-traded institution performing in Florida’s top quartile. Here’s the playbook that made it happen.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.