5th ANNUAL PE-Backed Leadership Summit

AGENDA

9:00 - 9:30 am

Registration and Networking

9:30 - 10:30 am

Keynote: A Masterclass from the Value Master

One of the most effective business leaders of the last half-century, Nardelli was hand-selected and personally trained by legendary GE CEO Jack Welch, who saw him as perhaps the ultimate operating executive. In this exclusive, intimate workshop for seasoned PE-backed executives, Nardelli will share secrets—for the first time—from his personal, tried-and-true operator’s playbook. From how he learns a new business and assesses a team to what levers he grabs and how, to sharing his insights on what you should focus on—and not focus on—when you’re trying to build lasting value. This is an incredible opportunity to learn leadership that you will not want to miss.  

Bob Nardelli

Founder and CEO, XLR-8 LLC; Former CEO, Chrysler Company, The Home Depot and GE Power Systems

10:30 - 11:15 am

CEO Panel: Accelerating Into the Big Opportunities

After years of doldrums, huge opportunities now beckon—but only if you’re ready to take full advantage. Experienced CEOs running high-performance PE-backed businesses will share their best right-now ideas on preparing for a renewed M&A market, managing investor expectations, technology transformations, talent battles and much more. This is real-time, real-world insight you won’t want to miss.  

Kristina Isakovich

Global Co-Leader, Transformation Practice Group, Partner & Managing Director, AlixPartners

Mark Williams

CEO, Magna Legal Services

11:15 - 11:35 am

Networking Break

11:35 - 12:20 pm

Investor Panel: What Your Sponsors Want Next

There’s no more important relationship than the one with your investors—especially in these times. So what do they want—and more important, what will they want—in the year to come? Two longtime PE investors candidly share the good and great, the ugly and the unvarnished from their decades working with top leadership teams.  

Georgeta Precup

Operating Partner, Albaron Partners

12:20 - 1:30 pm

Lunch & Peer-to-Peer Roundtables

In these working lunch sessions, you’ll have the opportunity to sit down with your peers and subject matter experts for interactive discussions to delve into some of your most complicated strategic issues.

1:30 - 1:40 pm

Break

1:40 - 2:10 pm

The Exit Market 2025

The annual favorite of our PE-backed Leadership Summit attendees returns, as Aversano once again brings his decades of insight and experience at the intersection of the markets and businesses to help you understand the landscape as its changing to prepare you—buying or selling—to make the most of the underlying dynamics that will shape your next transaction. 

Paul Aversano

Paul Aversano

Managing Director and Global Practice Leader, Global Transaction Advisory, Alvarez & Marsal

2:10 - 3:00 pm

Building the PE Leadership Team that Wins

There’s nothing more vital in your organization than your leadership team—especially at a PE-backed organization where timelines are tight, stressors run high and you don’t get too many chances to get things right. A single wrong individual on the top team can slow everything down—or worse. Based on his decades of experience crafting many of the top executive teams in the world of private equity, Bililies will give you unparalleled insights into the truth about what—and who—really works at the PE backed firm, how he assesses talent and builds killer, mission-first teams and how you can, too.  

Ted C. Bililies, Ph.D.

Global Head of Transformative Leadership practice and Managing Director, AlixPartners

3:00 - 4:00 pm

Keynote: The Power of Leadership and Innovation in Private Equity

The visionary leader who steered Ford Motor Company through some of the automotive industry’s most transformative years, Fields brings a rare perspective that bridges operational leadership in one of the world’s largest automakers with the dynamic, fast-paced world of private equity investments. He’ll share invaluable insights on anticipating market shifts, embracing technological innovation, and fostering a culture of agility and collaboration. Based on his decades leading in both public and private companies of massive scale and complexity, he’ll arm you with new ways of identifying and nurturing value in diverse portfolios, driving innovation and transformation in established companies, the art of executing successful turnaround strategies and more. For anyone running a PE-backed business, this is a can’t-miss session with a truly inspiring global leader. 

Mark Fields

Former CEO, Ford Motor Company; TPG Capital Senior Advisor

4:00 - 5:00 pm

Networking Reception

Roundtable

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.