Bestselling Author, The Five Dysfunctions of a Team, The Advantage and The Motive
Patrick Lencioni is founder and president of The Table Group, a firm dedicated to providing organizations with ideas, products and services that improve teamwork, clarity and employee engagement.
Lencioni’s passion for organizations and the people who work in them is reflected in his writing, speaking and executive consulting. He is the author of twelve best-selling books with nearly seven million copies sold. After eighteen years in print, his classic book, The Five Dysfunctions of a Team, remains a fixture on national best-seller lists. His most recent book, The Motive: Why So Many Leaders Abdicate Their Most Important Responsibilities, was released in February 2020. He is also the host of the popular business podcast, At The Table with Patrick Lencioni. Pat’s latest model, The Six Types of Working Genius, is designed to help people find joy and energy in their work.
The CEO who turned around Continental Airlines, PwC, Burger King, Quiznos and more
Serial turn around CEO. He turned around Continental Airlines, PwC Consulting, Burger King an Quiznos Sub and now Chairman of CCMP Capital. He serves on the board of Home Depot and ADP. Author of Right Away & All At Once: 5 Steps to Transform Your Business and Enrich Your Life
Renowned Economist/Forecaster
CEO, ITR Economics. Alan is a master forecaster (unprecented 94.7% accuracy) with a knack for seeing around the corner what is likely to happen based on demographic, political and economic trends. Make sure you are prepared for what will come next and use these insights to protect what you’ve built and take advantage of emerging opportunities.
Former Chairman and CEO of General Electric
Jeff Immelt is the former Chairman and CEO of General Electric, which he led for 16 years after Jack Welch. He is now a partner at NEA.
Immelt has been named one of the “World’s Best CEOs” three times by Barron’s. During his tenure as CEO, GE was named “America’s Most Admired Company” by Fortune magazine and one of “The World’s Most Respected Companies” in polls by Barron’s and the Financial Times.
Leading global expert in negotiation strategy and decision-making
For the last two decades as CEO of a boutique advisory firm, Medvec & Associates, Dr. Medvec has advised on mergers and acquisitions, partnerships and significant customer and supplier contracts. She has advised many Fortune 500 companies (including Google, J&J, Microsoft, IBM, Goldman Sachs, Blackrock and McDonalds), as well as smaller, fast-growing organizations.
Dr. Medvec is also a Professor of Management and Organizations at Northwestern University’s Kellogg School of Management and the co-founder and Executive Director of the Center for Executive Women at Kellogg. She has won the Best of the Best award from YPO multiple times for the value of her presentation.
Sports Illustrated writer and Performance Analyst
This award-winning Sports Illustrated writer and author of the best-selling book What Makes Great Teams Great: How to Build Winning Cultures has interviewed the best athletes and coaches in the world over the past 20 years and identified the 16 things that the best teams and coaches do differently.
Partner, Simon-Kucher & Partners
Adam Echter is a Partner based in Simon-Kucher’s Silicon Valley office. He brings two decades of B2B sales & pricing experience across manufactured goods, industrial equipment and technology industries. Adam has built pricing & sales organizations throughout North America, Europe & Asia with an emphasis on transitioning transactional businesses toward recurring revenue models. Serving firms across America from base of operations in Silicon Valley provides a unique perspective for bringing SaaS-pioneered monetization models to legacy, industrial firms.
Principal, Pearl Meyer
Ryan Hourihan is a principal with Pearl Meyer in the Los Angeles office. He has over ten years of experience advising boards and senior management on incentive compensation design, corporate governance, and performance measurement with the objective of supporting business strategy, value creation, and shareholder interests. Mr. Hourihan is particularly experienced in compensation challenges unique to privately held firms seeking to compete with publicly traded firms. His clients have included Fortune 500 organizations, privately held companies, and pre-IPO ventures across an array of industries.
Prior to joining Pearl Meyer, Mr. Hourihan co-founded Echelon Compensation Partners, a boutique consulting firm that specialized in offering privately held and small- to mid-cap public organizations with high-level management compensation services.
Mr. Hourihan is a Certified Executive Compensation Professional and holds a BS from the University of Southern California Marshall School of Business.
Founder, Invisible Horizons Coaching and Consulting
Debbie Radish-Respess is an executive and leadership coach and the founder of Invisible Horizons Coaching and Consulting, a global executive coaching firm. With over three decades of professional experience in corporate operations and executive human resources, Debbie is a proven results-driven leader. Her expertise includes strategy, change management, talent management and organizational development, employee relations, and executive and leadership coaching. Debbie earned a BA in Management and Human Relations and MBA from Trevecca Nazarene University. After completing the Newfield Network’s certified coaching program, she became an Associated Certified Coach through the International Coach Federation. Additionally, she is a Certified Practitioner in the Shadowmatch® and StandOut® assessments.
Partner, Simon-Kucher & Partners
Brad Soper is a Partner and Member of the Global Board of Directors of Simon-Kucher & Partners, the global market leader in consulting on pricing for organic growth. Brad co-leads the firm’s global PE practice, leads the firm’s North American Industrials / B2B pricing practice and heads the Atlanta office. Brad has many years of deep experience helping companies to transform and accelerate their top line and spends approximately 50% of his time helping PE firms to accelerate the top line of their holding companies.
Prior to joining Simon-Kucher, Brad worked for three years as a PE operations executive focused on accelerating the top line of middle market portfolio companies. Earlier in his career, Brad worked for The Boston Consulting Group base out of Atlanta, GA and Amsterdam, The Netherlands.
Brad has a Bachelor’s of Science from The United States Naval Academy and his MBA from Harvard Business School. Brad spent the first nine years of his professional life flying F-14 Tomcat fighter aircraft for the US Navy including combat tours in the Middle East.
Phoenix Office Leader, RSM US LLP
Leslie has over 25 years of experience providing tax compliance and consulting services to clients, including 12 years with Big Four accounting firms. She has served clients in a variety of industries including technology, health care, manufacturing and distribution, and real estate and construction.
Leslie is a national ASC 740 resource for RSM, and served in a similar capacity with her prior firm. She has instructed several ASC 740 training courses. Leslie is member of RSM’s Business Tax Cosourcing team that focuses on serving large corporate clients. She has extensive experience dealing with a variety of corporate and partnership tax matters including mergers and acquisitions, restructurings, global tax planning and compliance, accounting methods, R&D credits and IRS examinations.
Partner, Tax Services, RSM US LLP
Gretchen has over 30 years of experience addressing the business and tax needs of a wide variety of clients, including public and privately owned businesses and their owners. She joined RSM in 2004. Prior to RSM, Gretchen was a partner at Ernst & Young where she held several leadership roles and served similar clients.
As an Enterprise Account Leader, Gretchen serves strategic accounts gaining a deep understanding of the client’s business enterprise. As client needs are identified, Gretchen collaborates with RSM leaders across all lines of business to bring the right RSM solutions to clients and oversee the delivery teams to ensure we focus on the business issues. This role requires broad business acumen, demonstrated ability to gain an understanding of a client’s industry/operations and knowledge of RSM services.
Gretchen has extensive experience with corporate tax matters, including formation, restructuring, mergers and acquisitions. She has worked with manufacturing and technology, including software and life science, companies where transaction issues are common. She works with many global clients to address operational and accounting challenges, ASC 740-accounting for income taxes, stock based compensation, deferred revenue, R&D tax credits, IRS examinations and global tax planning.
In recent years Gretchen held several leadership roles with RSM in the West Region including office managing partner, tax consulting leader, and corporate tax leader. Currently she participates in a national committee addressing the Tax Functional Lead role description, measures, playbook, training, etc. to better prepare the next generation of tax leaders at RSM.
Get insights and analysis from top leaders on the latest issues and trends impacting CEOs.
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1:00 - 5:00 pm
We are in a period of rapid change. Customer needs, technologies, competitors and internal capabilities require companies to review and update their strategies for the new realities. In this workshop, strategy experts Steve Rutan and Denise Harrison will show you a systematic approach to strategic planning to help you refine or redefine your business strategy and approach including:
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.
