LEADERSHIP CONFERENCE

AGENDA

November 3-5, 2021

PRE-CONFERENCE OPTIONS

Wednesday, November 3rd

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

11:00 am – 5:00 pm PT

Golf Outing at TPC Scottsdale - $350

Join us for a memorable round and networking on the top 50-ranked Stadium Course, home of the PGA Tour’s Phoenix Open. Test your mettle on the iconic 16th hole (without the gladiator-style stands nor “outspoken” fans who heckle the pros). Fee includes transportation to and from the Pointe Hilton Tapatio Cliffs Resort, greens/cart fees, use of practice facility and boxed lunch. Bus will leave hotel at 11:00am for a 12:30 shotgun start and return after the completion of the round.

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 addition to dealing with business partners in the Middle East and Asia who have different cultural norms, they also face biases and challenges here at home. In this peer session, our expert resource – Dr. Victoria Medvec – who is a professor at Northwestern’s Kellogg School of Management and the co-founder and Executive Director of the Center for Executive Women at Kellogg – 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. 

8:00 – 9:00 pm PT

Networking Reception

UBS

LEADERSHIP CONFERENCE AGENDA

Thursday, November 4th

All times are Pacific Standard Time

Facilitated by: Ryan Hourihan, Principal, Pearl Meyer

Even before the impactful events of 2020, nuanced shifts in executive compensation were taking shape. Stronger alignment between business strategy, leadership approach, and compensation, as well as environmental, governance, and social factors entered the pay philosophy discussion. Now, after extreme shifts in how business gets done and where we work—highlighting a need for more corporate agility than ever—we’ve collectively hit the rest button. The future of executive compensation is taking shape now.
Pearl Meyer will share recent data from our annual survey that highlights how CEO pay is predicted to change and what companies are doing to motivate and retain executive teams, as well as grow the next generation of leaders. We’ll share insights on how proper compensation design can help leadership teams maintain focus on long-term goals, while also maintaining the agility to quickly pivot in this fast-changing environment.

Facilitated by: Adam Echter, Partner, Simon-Kucher & Partners, and Brad Soper, Partner, Simon-Kucher & Partners

“The most important decision when evaluating a business is pricing power” – Warren Buffett.

Firms where CEOs are actively involved in pricing outperform peers by 30%. For those executives who are not involved in pricing the challenge is often not one of will, but of where to begin. 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.

Facilitated by: Leslie Stackpole, Phoenix Office Leaders, RSM US LLP, and Gretchen Valentine, Partner, Tax Services, RSM US LLP

Do you want to make the most out of your 2022 strategic planning? Join this interactive roundtable to discuss how to weave tax considerations into your strategic planning to enhance outcomes and mitigate risk. Led by two veteran mid-market advisers, we’ll evaluate:

– Proposed tax policy changes – what and how should companies consider the expected changes?
– Digital transformation – the pandemic has accelerated the focus on the digital strategy at most companies. How can this strategy be enhanced by considering tax perspectives?
– Supply chain disruption – what are companies doing and what are the tax implications?
– Workforce challenges – what are the tax implications of a remote workforce?

Considering tax implications of business operations will deliver value to your organization – join us to learn how.

Friday, November 5th

Facilitated by Debbie Radish-Respess, Invisible Horizons Coaching and Consulting

Change is inevitable.  No one likes it.  And employees, most of all, fight it.  But why?  We’ll talk about effective change management, how to successfully direct employee’s perceptions and expectations at the beginning of the initiative, and identify the stressors that your employees are most likely to experience.  

The greatest oversight on many initiatives is focusing only on the end goal and failing to provide for development of the new mindsets, habits, and behaviors required to get those initiatives off the ground.  Learning to better communicate the “why” of change impacts how we learn, connect, grow, and lead.  Join this roundtable discussion to:

  1. Define Change Management in your organization.  What is Change Management anyway?
  2. Determine the “why” behind change and identify communication strategies to engage the heart of your people.  How do we engage employees so that they take ownership of the success of this change?
  3. Consider how you communicate, support, and execute change at the Executive level.  Where are you in the change management process (helping or hindering; leading or managing; empowering or directing)?
  4. Design a platform of safety, respect, and compassion for your team.  What lessons have you learned in the last year-and-a-half and how will those influence upcoming and ongoing change in your organization?

Facilitated by: Andy Harris, Managing Director, STS Capital and Rob Follows, Founder and CEO, STS Capital Partners

Are you prepared for your eventual exit, today? Some of the most successful business owners begin preparations for their exit years in advance, if not from Day 1. Knowing what to do – and what not to do – to ensure maximum take-home value upon exiting is no small feat and we’re here to guide you through the journey, beginning with our session, ‘What to Expect When Exiting’. Join leading M&A sell-side Advisors, STS Capital Partners, to learn about preparing for your ‘Extraordinary Exit’ directly to strategics and how to achieve maximum outcomes for you and your loved ones, your teams and favorite charities. Uncovering your truest legacy potential begins here – don’t miss it!