CEO Roundtable: A Real-World Case and Discussion on AI Investment for Growth

For CEOs of growing companies: Step inside a real-world decision around AI investment for growth

đź“… Tuesday, April 28, 11:30 AM - 3:00 PM
đź“Ť Bank of America, 100 Federal St., Boston


AGENDA
11:30 am - 12:00 pm - Arrival and Lunch
12:00 pm- 2:00 pm - Case Presentation and Discussion
2:00 pm - 3:00 pm - Optional Networking
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Join us for complimentary session with your CEO peers featuring a live business case from Dave MacKeen, CEO of the award-winning strategic consulting firm Eliassen Group.

Dave will present a proposed AI investment plan designed to drive growth, and the group will apply Katahdin Group’s proven case methodology to rigorously challenge assumptions, clarify tradeoffs, and sharpen the path forward.

Case Presenter

Dave MacKeen
CEO
Eliassen Group
As the CEO of Eliassen Group, Dave MacKeen leads the company’s overall growth strategy. He has held leadership positions within the technology consulting industry for over two decades, including the roles of CFO and president, prior to becoming CEO of Eliassen Group in 2010. Under Dave’s leadership, Eliassen Group has completed its third private equity partnership, with the most recent being Stone Point Capital. Dave’s leadership accolades include appearing on the Staffing Industry Analysts' annual Staffing 100 North America list for seven consecutive years and nine times overall. In 2022, SIA welcomed Dave into the Staffing 100 Hall of Fame.

Facilitator

Gordie Spater
CEO, Katahdin Group
Gordie Spater is the CEO of Katahdin Group and a seasoned facilitator of CEO Collective peer groups and the Strategic Ascent strategy planning system. Previously, he co-founded and led Kurgo, a leading dog travel product company in North America, which was recognized as an 8-time Honoree of the Inc. 5000 list. While at Kurgo, Gordie was a long-time member of the CEO Collective, during which he celebrated a successful exit after 16 consecutive years of revenue growth.


About Katahdin Group

The Katahdin Group offers an integrated suite of time-proven programs designed to help CEOs and C-level executives excel in leadership and take their businesses to the next level. Our programs are process-driven, focused and highly effective at driving results.

Our signature program, The CEO Collective, offers CEO peer groups for mid-market companies that run on transparency and candid feedback from other smart leaders. Process-driven meetings using the Katahdin Group’s case method, allow CEOs to efficiently and collaboratively solve their challenges with a table of their peers. With the insights received, CEOs gain inspiration and move forward with confidence to the next level.

“I get direct, candid, actionable feedback from 8-10 CEOs that provides me with a different viewpoint that we can leverage in our organization to help drive efficiency and most importantly, growth.” - Dave MacKeen, CEO, Eliassen Group, Member since 2010

Learn more at katahdingroup.com

Thank you for registering. We will be in touch with a calendar invite and more details. In the meantime, please reach out to Erica Horenstein with any questions.

ehorenstein@katahdingroup.com
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Hosts

Courtney Barker
Managing Director Investment Banking, Bank of America
Patrick Carlucci
Private Client Advisor, Senior Vice President, Bank of America Private Bank
‍Robert Drouin
‍Managing Director, Wealth Strategist,
U.S. Trust, Bank of America Private Wealth Management
Ben Gredler
Business Banking Market Executive, Bank of America
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