For family businesses, governance isn’t about surrendering control—it’s about building the infrastructure to make better decisions, faster, while staying true to the values that define the enterprise.
For family businesses, culture isn’t just about preserving tradition—it’s about creating structures and practices that allow the enterprise to evolve while staying true to what made it successful in the first place.
For family businesses, innovation isn’t about abandoning the values and relationships that built the company—it’s about using technology strategically to strengthen those foundations while positioning the enterprise for future growth.
For Emerald Packaging CEO Kevin Kelly, running a successful family business means knowing what traditions are important to maintain—and when it’s time to change.
Under this CEO’s leadership, The World offers something no other passenger ship can: a permanent home and community that circumnavigates the globe.
As CEO of Taco John’s, Heather Neary is helping redefine fast food through franchisee empowerment, community impact, and a leadership style built on connection and innovation.
Badgley Phelps CEO Julie Parisio Roy shares how she built authority in financial services—from earning credentials in her 20s to learning when to assert herself and when to walk away.
Shane Connell’s reinvention of a legacy office park into a mixed-use destination has attracted major tenants, boosted occupancy, and positioned the property for long-term success.
The Ottawa-based firm powers international brands with a full-service model that turns strategy into shelf space—and ideas into results.
By blending Wall Street rigor, franchise savvy, and Hollywood-style branding, Khalid has transformed Take 5 Oil Change into a billion-dollar powerhouse.
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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.
