
Agenda
Two days of high-impact sessions, created specifically for executives who demand substance over style.
1:00-1:15 PM
THURSDAY, MAY 7​
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Welcome & Opening Remarks
1:15-2:15 PM
Inside the Investment Conversation:
Your Seat at the Table
Paul Carbone – PPC Partners – Co-Founder and Vice Chairman
Private equity and strategic buyers are aggressively reshaping industries that were fragmented just a few years ago. Whether M&A is on your radar or not, this shift changes how you compete, how you grow, and how you think about your business long-term. Consider this your invitation into the room where these decisions get made. Paul Carbone, Co-Founder, President, and Head of the Investment Committee of Pritzker Alternative Strategies and Vice Chairman of Pritzker Private Capital (PPC), along with Brad West, COO and General Counsel at PPC, will be pulling back the curtain on how investors actually evaluate businesses, make decisions, and think about value creation. You're at the table during this interactive session - asking questions, pressure-testing ideas, and seeing firsthand how the dialogue unfolds when capital meets opportunity.  You'll leave with: • A clearer view of where capital is flowing and why • How the private market assess business—what they look for, what raises flags, what gets them excited • The real conversation behind investment decisions and what drives them • How PE-backed competitors think and operate differently and what that means for you • How to evaluate your own business through an investor's lens, whether you're buying, selling, or building
2:15-2:30 PM
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Break
2:30-3:30 PM
Building Leadership Bench Strength
Heather Blonkenfeld – Russell Reynolds Associates –
CEO and C-Suite Development & Succession
Growth, acquisitions, generational transitions - whatever's next for your business, you need leaders ready to step up. How to build the leadership depth that lets you move fast when opportunity or challenge demands it. Russell Reynolds Associates, a global leadership advisory firm, brings insights from decades of working with CEOs and boards on executive succession and leadership development.  You'll walk away knowing: • How to assess if your pipeline can support your strategic plans • How the Boomer exodus and Millennial/Gen Z rise changes your leadership equation • What effective succession planning requires beyond having names in boxes • What retention efforts matter most in protecting your leadership pipeline
3:30-3:45 PM
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Break
3:45-4:45 PM
AI CEO Boot Camp: Stop Watching. Start Leading.
AI is moving faster than most leadership teams can track. The tools that were cutting-edge six months ago are already outdated. This is the session where you finally get in the game. Part 1 - The Download: Real-time intelligence on where AI actually stands - what's working, what's failing, and what's coming next. Part 2 - The Lab: Then you get your hands on it. You'll use the tools, see what they can actually do for you and your business, and leave with firsthand experience.  What you'll leave with: • The ability to evaluate AI opportunities and cut through the noise • Hands-on experience with the tools reshaping how business gets done • A clear view of where AI creates value—and where it's just cost • Confidence to lead this conversation across your organization
5:00-8:00 PM
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Reception & Networking Dinner
8:00 – 9:15 AM
THURSDAY, MAY 7
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Economic & Geopolitical Realities
Shailesh Kumar – The Hartford
Head of Global Insights Center / Head of Economic & Geopolitical Risk
Tariffs, inflation, and global instability aren't going away. How to plan and lead when the only certainty is uncertainty.  You can't control what happens in Washington or around the world, but you can control how prepared you are to respond. Shailesh Kumar, Head of The Hartford’s Global Insights Center, brings Fortune 500-level perspective on navigating these challenges at scale.  You'll walk away knowing: • How geopolitical shifts are directly affecting your industry - from supply chains to market access to cost pressures • Where inflation and interest rates are headed and what that means for your business planning • Which industries face the biggest headwinds (and tailwinds) from current trade policies • How to translate global events into actionable risk decisions
9:30-9:45 AM
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Break
9:45-12:00 PM
KEYNOTE
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The 4 Disciplines of Execution:
Closing the Gap Between Strategy and Results
Chris McChesney – Author/Global Practice Leader
Every CEO has watched a strategic priority get buried under daily work. You set the direction, the team nods along, and six months later nothing has fundamentally changed. The gap between strategy and execution kills more initiatives than bad ideas ever will.  Chris McChesney delivers the battle-tested framework that's helped thousands of CEOs actually execute on what matters most – a system that closes the gap between the goals you set and the results you get even when the day-to-day business is screaming for attention.  You'll walk away knowing: • A proven system for turning strategic priorities into actual results - not another framework that sounds good in theory • The ability to hold your organization accountable for execution without micromanaging • A clear answer to why initiatives fail and exactly what to do differently • A repeatable process you can deploy immediately to close the gap between goals and outcomes
