Chief Executive Group

Leadership Conference

Chief Executive Network (CEN) helps CEOs grow their business, improve performance (and profitability), and overcome obstacles by putting them in professionally facilitated groups with non-competing CEOs in the same industry, markets and/or situations to share ideas, best practices, benchmarks, challenges, and advice. Each peer group meets in person several times per year—and members also have access to world-class conferences, a network of 600+ members, as well as personal coaches and subject matter experts. This enables our busy members to tap into the collective experiences and knowledge of the network to make better decisions faster and avoid costly mistakes. It's no coincidence that CEN members average 30% higher profit margins and more than 2x the growth rate of their industry peers. We have both national and local groups to meet your unique needs. Learn more today at

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Rob Grabill, President, [email protected], (201) 323-3716

As the nation’s leading operator of more than 600 senior living communities, Brookdale is committed to its mission of enriching the lives of the people it serves with compassion, respect, excellence and integrity. Brookdale operates independent living, assisted living, Alzheimer’s and dementia care communities, and through its care and services, aims to support its residents' lifestyles in an environment that feels like home. The company’s expertise in healthcare and hospitality real estate provides residents with opportunities to improve wellness, pursue passions, and stay connected with friends and loved ones.

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Liezette Felicione, Corporate Director, Strategic Partnerships, [email protected], 813-440-8415


Since 1995, Chartwell has provided creative, responsible, and unbiased financial advice to privately-held middle market companies and their shareholders. We are passionate about helping company owners and employees enhance their lives and enrich their communities. With offices across the country, we focus all of our resources on one thing: helping our clients prosper and sustain their businesses for the long run. Our clients have the peace of mind knowing that Chartwell offers a full complement of financial advisory services designed to address multiples business issues that are uniquely interconnected.

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Greg Fresh, Managing Director, [email protected], 612-230-3125

Cherry Bekaert

Cherry Bekaert is a certified public accounting and advisory firm, with more than 2,000 partners and associates, including consultants, accountants, auditors, and tax advisors. Cherry Bekaert provides a wide range of digitally driven, industry-aligned advisory, tax, and assurance services, leveraging practical knowledge and proven experience to design and deliver highly tailored solutions that help clients meet their financial, operational and strategic goals and objectives. In an environment of accelerating digital transformation and rapidly changing economic and market conditions, the Firm is constantly evolving to remain one step ahead of shifting trends and advance as a trusted advisor to the middle-market.

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Luis Gallardo, Partner, Cherry Bekaert, Digital Platform & Analytics Leader | [email protected] | 530.558.9638

Richard Schwartz, Partner, T&Co by Cherry Bekaert, Strategic Growth & Innovation | [email protected] | 508.654.6022

Our "about us" is really about you. We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You. When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture. No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.

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Anthony M. Fagella, Private Wealth Advisor, Managing Director, 203-769-7316, [email protected]

Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm. Its retained executive search practice helps organizations build superior leadership teams, focusing on C-suite and VP-level roles. Recognized on Forbes’ list of America’s Best Executive Recruiting Firms, Robert Half provides best-in-class executive search service to organizations of all sizes and industries. Named to the Fortune® Most Admired Companies™ and 100 Best Companies to Work For lists and a Forbes Best Employer for Diversity, Robert Half ( also offers contract talent and permanent placement solutions for roles in finance and accounting, technology, administrative and customer support, legal, and marketing and creative, and is the parent company of global consulting firm Protiviti®.

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Leigh Chaban, SVP, Senior Group Managing Director Robert Half | Retained Executive Search Practice Group, 312.523.8915, [email protected]

Ash Athawale, SVP | Senior Group Managing Director Robert Half | Retained Executive Search, 202.609.6646 , [email protected]


The Capital ESOP Group is a dedicated team of financial professionals with the highest level of integrity and commitment to their clients. Having helped individuals and families create over $3.5 billion of liquidity through successful transactions, we know the importance of running a disciplined process while evaluating tax-efficient ways to monetize a business and plan your post-exit life. In addition, we are committed to providing comprehensive post-exit financial planning. Our team draws upon the heritage of UBS, the world’s largest wealth management firm, built on a 160-year tradition of serving some of today’s wealthiest individuals and families.

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Nick J. Francia | Managing Director, The Capital ESOP Group | UBS Private Wealth Management Certified Exit Planning Advisor (CEPA®) | 202 585-5354


Strategic Planning Workshop

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:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)


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.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

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.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

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.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.