LEADERSHIP CONFERENCE

AGENDA

November 3-4, 2022

PRE-CONFERENCE OPTIONS

Wednesday, November 2

Come a day early and partake in one of the following pre-conference options.

10:30 am – 5:00 pm PT

Golf Outing at Arrowhead Golf Club - $350

Fee includes transportation to and from the hotel, greens/cart fees, use of practice facility and boxed lunch. Bus will leave hotel at 10:30am for a 12:00 shotgun start and return to the hotel after the cocktail reception following the completion of the round.

Chartwell
UBS

2:00 – 5:00 pm PT

Women in Leadership Seminar and Peer Discussion - $495

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. 

welcome reception

6:00 – 7:00 pm PT

Welcome Reception

Chartwell
UBS

LEADERSHIP CONFERENCE AGENDA

Thursday, November 3

All times are Mountain Standard Time

Facilitator: Craig Wiley, CEO and Founder, Transcend

One of the toughest challenges executive leaders face is overcoming accountability gaps that slow down the critical decisions needed to move the needle forward in their businesses and outpace their competition. Elite performance, accountability, and timely decision-making happen when leaders intentionally align their thinking and approach with the corporate strategy, empower each other to own their contribution and role, and promote cross-functional collaboration and information sharing. Join your peers to discuss how to implement the right leadership ecosystem that will allow your company to more effectively implement strategies that solve accountability, performance, and decision-making problems once and for all.

Facilitators: Adam Echter, Partner, Simon-Kucher & Partners; Brad Soper, Simon-Kucher & Partners

Data shows that firms where CEOs are actively involved in pricing outperform their peers by 30%. There’s nothing more central to fighting inflation than mastering this core competency. This Roundtable is dedicated to sharing best practices on how to gauge pricing power and effectively influence price performance from the C-suite. Simon-Kucher will facilitate a discussion ranging from immediate tactics for boosting EBITDA to longer-term strategies that significantly impact enterprise value.

Facilitators: Leslie Lauer, Managing Director–Wealth Management, UBS; Greg Fresh, Managing Director, Chartwell

Learn from two of the Nation’s leading ESOP transaction specialists, who will provide an overview of the ESOP structure and what situations they are best suited. Join your peers for a discussion regarding the unique tax and employees benefits associated with these transactions, including the ability for the seller to sell their equity on a tax-free basis, as well as provide significant estate tax planning opportunities; for the Company to become free of both federal and state income tax; and, how management and employees can obtain equity in their companies without coming out of pocket for any of the capital. Lastly, learn how the ESOP transaction compares to the traditional form of M&A, the strategic sale, and the private equity recapitalization.

Facilitator: Sharon Watkins, CEO, RadiusPoint

Companies are feeling the squeeze on inflation costs and starting to face recessionary headwinds. What levers do CFOs have at their disposal to effectively navigate the environment and drive growth? How are (or should) CFOs be prioritizing investments for 2023, and how will these priorities be impacted by labor shortages? How can digital transformation help—and at what cost? Join other CFOs for a fast-paced discussion on critical budgeting issues for the year ahead, learn how others have had success in your problem areas, and leave with a number of usable best practices.

Friday, November 4