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Retreat Agenda

Wednesday, October 9, 2013

10:00 – 11:30 a.m. High Ropes Course - Camp Lincoln YMCA, 67 Ball Road, Kingston, New Hampshire - Test your skills (and your fear of heights) with Camp Lincoln’s high ropes course. Professionals will be on hand to supervise!

11:30 a.m. –12:30 p.m. Welcome BBQ - Join your CEO peers for a casual cookout lunch before we dive into our service activity for the afternoon.

12:30–4:00 p.m. First-Annual CEO Service Day - Dress for some hands-on construction and work together in teams to build picnic tables for Camp Lincoln, operated by New Hampshire’s Southern District YMCA. Camp Lincoln relies on volunteers to continue to offer affordable, values-based programs to their surrounding community. All tools and materials will be provided.

4:30 p.m. Arrival And Check-In At Wentworth By The Sea

5:30–7:00 p.m. Cocktail Reception - Wentworth By The Sea, Lower Poolside - Get to know your peers on a social level during a poolside cocktail reception.

7:00 p.m. Dinner - Wentworth Dining Room - A buffet-style dinner will allow you to mix freely with your peers and maximize points of connection in preparation for tomorrow’s conference.

Thursday, October 10, 2013

7:00–8:00 a.m. Breakfast Buffet - Wentworth

8:00–8:30 a.m. Welcome And Introductions - Settle in for a day of stimulating content and conversation as we introduce our agenda and review objectives for the Retreat.

8:30–10:00 a.m. Speed Networking - Meet new peers and reconnect with past acquaintances in this opening exercise designed to set the tone for open discussion. In hand-picked exchanges, you’ll find common ground and learning opportunities among your fellow CEOs.

Facilitated by: Erin Streeter

10:00–10:15 a.m. Networking Break

10:15–11:30 a.m. CEO Panel: Building A High-Performance Culture - Culture is increasingly top of mind for CEOs, recognized as a key to competitive differentiation. As difficult as it is to establish a winning culture that inspires and drives employees, it can be even harder to repair a toxic culture. In this session, we’ll hear from several CEOs who have won awards that validate their strong cultures. You’ll have the opportunity to ask them questions and learn from their experiences in order to apply their lessons learned in your own organizations.

Panelists: Andrew Graff, CEO, Allen & Gerritsen; Jeff Hiscox, CEO, Newmarket International

Facilitated by: Melissa Raffoni

11:30–11:45 a.m. Networking Break

11:45 a.m.–1:00 p.m. The Mobile Mind Shift - The power of mobile access is not about the devices and apps we use now but about the change in attitudes that they are creating in the minds of millions of customers. In new research, Josh Bernoff, the co-author of Groundswell and Empowered, introduces the six stages of what Forrester is calling the mobile mind shift, an index that can help companies assign urgency to the need to adapt their business models and services to meet the new demands of their customers.

Speaker: Josh Bernoff, SVP, Idea Development, Forrester Research

Facilitated by: Erin Streeter

1:00–1:45 p.m. Lunch & CEO Of The Year Awards

1:45–2:45 p.m. Partner Tracks - Benefit from the expertise of your peers’ most trusted business advisors by attending one of three small group sessions:

Partner Track 1: State Of The Market: M&A

Josef Volman, Co-Chair, Business Law, Burns & Levinson

Joe Volman will review trends in M&A and lead a discussion on the topic, addressing questions like:

  1. Should I hire an investment banker?
  2. What can I do to prepare the company for a sale?
  3. What are the key employee issues that I will need to address?
  4. What are the key legal issues that will come up in a sale process?

Partner Track 2: How To Grow Your Business Without Giving Up Control

Engin Okaya, Vice President, Corporate Finance, Prudential Capital Group

Engin Okaya will lead a small group discussion designed to increase your knowledge base when it comes to mezzanine and minority debt financing. Some questions she will address with the group include:

  1. What is mezzanine capital?
  2. Which firms are willing to provide minority investments?
  3. Why are some firms reluctant to provide minority investments?
  4. How can you prepare your business for a potential mezzanine debt/minority debt investment?

Partner Track 3: International Expansion Best Practices

Steve Kemper, Consluting Partner, PwC

Expanding overseas can present a minefield of issues: contracts, statutory benefits and tax compliance are just some of the items that can fast become thorns in the sides of businesses. Learn how to avoid headaches and some common best practices on managing operations in another country.

2:45–3:00 p.m. Group Photo & Break

3:00–3:15 p.m. Networking Break

3:15–4:30 p.m. The Internet Of Things: Ramifications Of The World As A Smaller, More Connected Place - Ever-evolving technology has unquestionably created an era of hyper-connectivity that’s driving consumer behavior and disruptive business models. Joe Morgan will lead us in a discussion about this new connected economy, and share Silicon Valley Bank’s latest thinking on its implications for the overall economic outlook.

Speaker: Joe Morgan, Chief Investment Officer, Silicon Valley Bank

Facilitated by: Erin Streeter

4:30–4:45 p.m. Closing Remarks - We’ll briefly summarize the day, and collect your feedback on how we can continue to make the annual retreat the best investment of your time.

Facilitated by: Melissa Raffoni, CEO, Raffoni CEO Consulting, and Erin Streeter, Managing Director, Raffoni CEO Consulting