Andy Harris, STS Capital
When preparing for an exit—or simply building long-term enterprise value—financial performance is only part of the equation. The most sophisticated buyers are placing increasing emphasis on the human side of the business: leadership strength, cultural durability, talent retention, and the ability of the organization to scale independently of the founder or CEO. In this CEO-to-CEO discussion, we’ll explore how culture and team dynamics directly impact valuation multiples. We’ll look at what premium buyers look for, how to structure your leadership team and systems for transferability, and practical steps you can take now to turn your organization’s people into a true value accelerator.
Donovan Pyle, Health Compass
Data shows that most commercial health plans waste approximately $4,000 per employee, per year. But today, that waste isn’t just a financial leak—it is a legal liability. With a new wave of class-action lawsuits targeting employers for fiduciary mismanagement, buying “products” is no longer enough. In this roundtable, Donovan Pyle (Lead SME for Bloomberg Law’s analysis on fiduciary litigation) will detail the specific fiduciary process needed to eliminate this waste. He will answer all your healthcare insurance questions and provide you with a playbook for mitigating corporate risk while simultaneously capturing millions in lost EBITDA.
Steve Casey, Vice President, Global BPO Solutions, Personiv, a division of eClerx
Every leadership conference talks about AI, automation, and the war for talent. But what rarely gets discussed are the lessons learned after the investment is made—when the technology is live, the org chart has shifted, and the read day-to-day happens. This peer-to-peer roundtable is designed for CEOs who want an honest conversation beyond the buzzwords. Together, leaders will explore the less-visible side of tech and talent transformation: the assumptions that didn’t hold, the friction points no one planned for, and the leadership decisions that ultimately made the difference. Rather than focusing on “best practices,” this discussion surfaces practical lessons learned—from organizations that are actively navigating change at scale.
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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:
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.
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.
