Breakout Sessions

Panels and workshops are configured differently to deliver ideas and tools with short and long-term application and impact. However, all are interactive.

Panels allow 1/3 of the time for panelists to present their ideas, 1/3 of the time for open discussion and debate across the room, and 1/3 of the time to create a shared vision to present to the world with specific actionable ideas to report.

Workshops are facilitated sessions in which CEOs and experts in the room help each other strengthen knowledge and skills. Learnings and ideas are shared with the community via notes, slides, and take-aways.



Access to Capital for the Mid-Market

What are the different ways mid-market companies can access capital to fuel growth?

This session will explore:

  • Debt options: corporate loans and loan programs
  • Equity options: private investors and public markets
  • Leverage options: pre-pays and joint ventures

Peter Reiter - Managing Director, RFE Investment Partners

R. Peter Reiter Jr. is a Managing Director of RFE Investment Partners, a private equity firm that is focused on investing in companies in the lower middle-market.

Mr. Reiter has more than 19 years of investment experience in the manufacturing, business service, and healthcare service industries. While at RFE, Mr. Reiter has sourced and led numerous platform acquisitions and is currently a director of Lectrus Corp., PCX Aerostructures, LLC, Squan Construction Services, LLC, Camino Modular Systems Inc., and iMedX Inc.

Prior to joining RFE, Mr. Reiter worked for KPMG Peat Marwick in its assurance practice.

Mr. Reiter is a graduate of Iona College, where he received a bachelor of business administration degree in accounting, and New York University, where he received a master of business administration degree.

LinkedIn

Adam Breslawsky - Owner, Oberon Securities

Adam has been on Wall Street since 1993 and co-founded Oberon in 2001. He manages the approximately 60 banker strong firm and has personally closed M&A and financing transactions with a number of Oberon clients including Select Staffing, NTS Communications, Xpress Retail, Novation, Inc., Oxford Biomedica, BiolineRx and Butler America.

Prior to joining Oberon, Adam was a Vice President of JP Morgan’s Telecom, Media & Technology Group where he was instrumental in the creation of the firm’s Wireless Data Investment Banking coverage effort. While at JP Morgan, Adam led the execution of numerous private placements, mergers and debt financings. Prior to joining JP Morgan, Adam worked at Merrill Lynch in the Leveraged Finance Group, underwriting high yield bonds and bridge loans as well as arranging syndicated loans and mezzanine financings. Adam also spent two years as a member of Merrill Lynch’s Mergers & Acquisitions Group executing over $2 billion in completed transactions across a number of industry sectors including consumer products, healthcare and technology.

Adam holds an MBA from the Wharton Business School and a BA from Union College.



Best Practices in Risk Management

How can companies anticipate and mitigate the inherent risks of doing business?

This session will explore:

  • Regulatory risks
  • Financial risks
  • Social risks
  • Country risks

 



Board Management to Create Value

How can CEOs more effectively manage their boards to deliver better results?

This session will explore:

  • Clarifying the difference between approval, accountability and advice
  • Clarifying board, lead director and CEO’s roles with regard to governance, strategy, operations and organization
  • Best practices in managing board’s strategic, organizational and operational processes



Cyber Security and Protecting Your Trade Secrets

How can you best protect your trade secrets and mitigate losses in the event of an attack?

This session will explore:

  • The ever-evolving hacker environment
  • Core principles of cyber-security
  • Specific actions you can take to mitigate risks


Russell Beck - Founding Partner, Beck Reed Riden LLP

Russell BeckRussell Beck is a business and intellectual property litigator, nationally recognized for his trade secrets and noncompete experience.

Russell has twenty-five years of experience as a complex business and intellectual property litigator, representing corporate and individual clients throughout the country in federal and state trial and appellate courts, arbitrations, and mediations.

Russell is a leading authority on the law of trade secrets and noncompetes. In addition to his many years of experience advising on and litigating trade secrets and noncompete matters around the country, he authored the book, Negotiating, Drafting, and Enforcing Noncompetition Agreements and Related Restrictive Covenants (4th ed., MCLE, Inc. 2010) (covering Massachusetts noncompete law); authored the chapters Trade Secret Misappropriation and Noncompetition Agreements for Intellectual Property Practice (MCLE, Inc. 2004-2011) (covering trade secrets law nationally and Massachusetts noncompete law); drafted the current bill pending before the Massachusetts Legislature to modify Massachusetts noncompete law; founded and chaired Foley & Lardner LLP’s Trade Secret / Noncompete Practice; and created and teaches Trade Secrets and Restrictive Covenants at Boston University School of Law. (Boston University’s Intellectual Property program, of which Russell’s course is a part, has been ranked in the top 10 in the country by U.S. News and World Reports.)

Russell is also frequently called upon to advise clients concerning the prevention and minimization of litigation risks both in Massachusetts and nationally. Such services include the preparation of noncompetition agreements, nondisclosure agreements, no-raid agreements, nonsolicitation agreements, and other restrictive covenants; the performance of trade secret audits and establishment of comprehensive trade secret protection programs; trade secrets training; preparation of alternative dispute resolution agreements; and advice concerning the on-boarding and off-boarding of employees subject to restrictive covenants, joining a client from a competitor, or leaving a client to join a competitor.

In addition to his national trade secrets and noncompete litigation practice, Russell’s practice concentrates on complex business litigation, including high-tech matters, copyright infringement matters, trademark disputes, unfair competition claims, business-to-business matters, breach of contract claims, land use cases, and health care payor/provider disputes.

Daimon Geopfert

Bio Pending


 

Dealing with Big Data to Build Competitive Advantage

How can you leverage data to gain a sustainable competitive advantage?

This session will explore:

  • Collecting data – the do’s and don’ts
  • Analyzing data – how to uncover insights
  • Actioning data – how to make the data work for you

 


 

Education Partnerships: Leveraging Academia to Drive Profits and Talent

How can the education system evolve to create the right workforce?

This session will explore:

  • The Mid-Market College Internship Program
  • The mid-market as “customers” of higher education
  • MOOC’s and education access
  • Government policy and the financing of higher education
  • Worker training/retraining for emerging industries
  • Proactive corporate involvement in the evolution of education
  • Progress report from CEOC Committee Projects

Jon Whitmore - Former CEO, ACT; Chair, CEO Connection Education Committee

Jon Whitmore assumed the role of Chief Executive Officer of ACT on September 1, 2010. ACT’s services include a broad range of assessments encompassing all levels of the educational continuum and a growing array of assessment systems supportive of economic and educworkforce development worldwide. Currently engaged in an extensive developmental agenda that is expanding its work in the U.S. and extending its mission abroad, ACT serves millions of people in high schools, colleges, professional associations, businesses, and government agencies.

Before joining ACT, Whitmore served as the 27th president of San José State University from August 2008 to August 2010. With an enrollment of over 30,000 students, San José State is Silicon Valley’s largest university and has delivered quality higher education to the Bay Area for more than 150 years. Prior to that, he served for five years as president of Texas Tech University, where he led successful initiatives to increase academic excellence, raise student retention and graduation rates, and expand the numbers of minority students and faculty at the campus. He served as provost and professor of theatre arts at the University of Iowa, from 1996 until 2003. That position followed six years as dean of the College of Fine Arts at the University of Texas at Austin.Whitmore earned his B.A. and M.A. in Speech from Washington State University in 1967 and 1968, respectively. In 1974 he earned the Ph.D. in Dramatic Arts from the University of California, Santa Barbara. His doctoral dissertation focused on the dramatic writings of William Saroyan.

Barbara Hewitt - Senior Associate Director, Career Services, University of Pennsylvania

Barbara joined the Career Services office at the University of Pennsylvania in 1998 as a career counselor working with students in the College of Arts and Sciences. In 2000, she was promoted to the position of Senior Associate Director working with Wharton undergraduate students and alumni. Barbara enjoys helping current undergraduate students explore career paths and pursue internship and post-graduate jobs, as well as her work with alumni seeking new opportunities.  In addition to working with students, she also supervises the on-campus recruiting program at Penn. Prior to joining the Penn Career Services team, Barbara worked for two years in career services at the College of Wooster and for five years in career services at Dickinson College.  She holds a Bachelor of Arts in Psychology and Spanish from Dickinson College, an MS in Counseling from Shippensburg University, and an Ed.D. in Higher Education Management from the University of Pennsylvania.

 



 

Growth Markets: Maximize Access; Minimize Risk

How do we identify and access appropriate emerging markets?

This session will explore:

  • The Turnkey Program to help mid-market companies access emerging markets
  • Knowledge-sharing for greater efficiency in accessing emerging markets
  • Opportunities for governmental involvement to enhance access
  • Alternate channels and access strategies
  • Progress report from CEOC Committee Projects

Jose A. Llontop - Former President & CEO, Giant Cement Holding; Chair, CEO Connection Growth Markets Committee

Jose_LlontopJose A. Llontop is the the former President and CEO of Giant Cement Holding Inc. (GCHI) a $250 million/yr. in sales and 600 employees Cement Company with headquarters in Alexandria, VA. GCHI assets include three cement plants located in South Carolina, Pennsylvania and Maine, and four hazardous waste fuel-recycling facilities.

He is a Peruvian-American Executive with extensive experience in turning around underperforming businesses primarily in the cement and building materials industry. Prior to joining GCHI, he occupied senior level positions at CEMEX, a Global Building Materials Company, most notably as the Regional President of a $1 billion/yr. in sales businesses in a Cluster of Countries in Central Eastern Europe, and as President of the Company’s Egyptian operations. Prior to that he worked 13 years for Ingersoll Rand Company‘s Air Compressor Division, primarily in the USA, and later as Managing Director for the company’s Mexican operations.

His efforts to brand cement while using sophisticated marketing tools to develop market insights and shape strategy in the cement industry, caught the attention of academia resulting on the publication of a Harvard Business case study (“CEMEX: Rewarding the Egyptian Retailers”, HBS, March 22, 2006)

He has lived in ten (10) countries and worked with people from different cultures and backgrounds. He has a BSME from the University of Virginia, an MBA from Rice University and trained in the General Manager Program at the Harvard Business School. He speaks English and Spanish fluently, and has a basic knowledge of Arabic, French and Portuguese.

Jose was a First Team Soccer All American in Junior College and studied Engineering at UVA on a full Soccer Scholarship. His passion for soccer continues to this day. He also likes to read and experience great food from different parts of the world.

He is married and has three daughters. He currently lives in Alexandria, VA.

Rick Angiuoni - Director, Africa, Global Business Development Division, U.S. Export-Import Bank

rick-angiuoniJoining the Export-Import Bank of the United States (Ex-Im Bank) in March 2009, Rick Angiuoni is Director for Africa of the Global Business Development Division. Rick is responsible for marketing the Ex-Im Bank Programs to Africa and oversees a portfolio reaching $7 billion. In the seven years, Rick has worked at Ex-Im Bank, the portfolio has grown its annual credit authorizations from $500 million in 2009 to over $2 billion in the fiscal year 2014.  He has assisted in the origination and underwriting of both small and large transactions in over 44 countries across Africa.

He previously served as Director of HSBC in New York, part of the team responsible for Export Finance.   Rick began his international banking career on Wall Street, working with Chemical Bank/JPMorgan followed with positions at Bankers Trust in New York and London.

Rick holds Bachelor and MBA degrees from the University of Notre Dame



 

Going Public: The Road to an IPO

Do you have all of the resources that you need to be successful?

This session will explore:

  • Choosing the right advisors
  • Potential board and management team adjustments
  • Initial Public Offering (IPO): the first step to creating a great public company
  • Is the company prepared to offer financial guidance?
  • Hallmarks of a successful IPO

 

Carolyn E. Saacke –COO, Capital Markets, New York Stock Exchange

Carolyn is Chief Operating Officer, Capital Markets at the NYSE, responsible for developing and maintaining the firm’s relationships with the private equity, venture capital, investment banking, legal, professional services and advisory communities. She also oversees key IPO transactions and the capital markets function at the NYSE. Prior to the NYSE, Carolyn was in the investment banking units of Bear Stearns, Citigroup and Deloitte and served as Vice President of Strategy and Finance for Cendant Corporation. Carolyn earned her MBA in Finance from The Wharton School of the University of Pennsylvania and her BA in Economics from Cornell University.



 

Government Relations: Access to Resources for the Mid-Market

How can mid-market companies gain access to resources offered by the federal government?

This session will explore:

  • Business opportunities, services and resources being offered by government agencies that benefit mid-market companies
  • How to connect with government agencies and participate in their programs
  • Current mid market government relations programs and partnerships with federal agencies
  • Channels through which your company can provide input to government entities to impact their policies
  • Progress report from CEOC Committee Projects


Paul Decker - President and CEO, Mathematica Policy Research; Chair, CEO Connection Government Relations Committee

Paul Decker has led Mathematica Policy Research since 2007, expanding and diversifying the company’s operations and strengthening its commitment to improving public well-being by developing rigorous, objective research to help policymakers make informed decisions.

A nationally recognized education and labor researcher, Decker is a leading figure in policy research who writes and speaks on trends in the field, including the emergence of Big Data and its impact on public program evaluation and management.

Decker joined Mathematica in 1988 and has devoted his career to the company. Since he assumed the role of president and CEO, Mathematica has grown to include seven locations nationwide and more than 1,200 employees. Under his leadership, the company has:

  • Created a Data Analytics Division to enhance Mathematica’s ability to inform policy and program development decisions through sophisticated data management, data analytics, data mining, and predictive models.
  • Launched an International Research Division to provide high-quality and objective research-based information to funders and policymakers tackling today’s most pressing policy problems in countries throughout Africa, Asia, the Caribbean, Europe, and Latin America.
  • Created four dedicated research centers—the Center for Improving Research Evidence, the Center for Studying Disability Policy, the Center on Health Care Effectiveness, and the Center for International Policy Research and Evaluation.
  • Diversified its work to include policy issues related to climate change, child welfare, housing, veterans affairs, and health care comparative effectiveness in the United States, as well as a wide array of strategies to alleviate poverty in developing countries.
  • Expanded Mathematica’s scope of work to include new perspectives, including a focus on using behavioral insights to design better programs, and new methodological strategies, such as applying Bayesian statistical methods to social program evaluations.
  • Expanded its international work, including formative research, situation assessments, policy analysis, and program evaluations in countries throughout Africa, Asia, the Caribbean, Europe, and Latin America.

Decker is a past president of the Association for Public Policy Analysis and Management and has served on the professional association’s Strategic Planning Committee and Policy Council. He has testified before Congress, served as an expert adviser to both the U.S. and Canadian governments, and published widely in peer-reviewed journals.

Decker is one of the nation’s top experts on employment and training programs targeted to dislocated workers and other unemployed individuals. He has directed several evaluations of policy demonstrations as well as studies of ongoing programs such as the Trade Adjustment Assistance program, the Workforce Investment Act programs, Individual Training Accounts, and programs and interventions related to the Unemployment Insurance system.

In the education field, Decker is widely known for directing Mathematica’s evaluation of the Teach For America (TFA) program, which assessed the impact of TFA teachers on student learning. He also oversaw a national study of the efficacy of different teacher preparation methods in contributing to students’ academic achievement. In addition, he has conducted studies of the link between education and worker productivity.

Decker serves as chair of development on the board of advisers of the Thomas Jefferson Public Policy Program at the College of William and Mary, his undergraduate alma mater. He holds a Ph.D. in economics from the Johns Hopkins University.



 

Healthcare’s New Reality: Balancing Company/Personal Needs

How can we keep our people healthy without breaking the bank?

This session will explore:

  • A mid-market bundling program to create a more cost-effective health insurance program
  • The ACA and mid-market companies’ benefit strategies
  • Spousal coverage
  • Preventative care initiatives
  • Wellness programs/Promoting work-life balance
  • Progress report from CEOC Committee Projects

Rajesh Makhija, CEO, Mphasis Wyde & Eldorado

Rajesh Makhija is the head of Product Portfolio Group and is responsible for intellectual property-based software products, platforms and solutions for Mphasis. As part of this portfolio, Rajesh is the CEO of two product companies – Mphasis Wyde and Eldorado. Wyde is an international software vendor and creator of Wynsure- an industry leading Insurance Policy Administration Solution. Eldorado offers Health Insurance solutions, through its two payer platform products Javelina and Health Pac.

Since taking on this role in Nov 2014, Rajesh has led a quick pace turnaround of the Product Portfolio Group with both Wyde & Eldorado, well on their way to be among the best performing units of the Mphasis Group. In recognition, in June 2017, Rajesh was awarded the Gold Stevie Award for “Executive of the year” at American Business Awards. Eldorado was awarded the Bronze Stevie Award for “Company of the year”.

Rajesh has more than 25 years of experience in Technology domain and has been with Mphasis for 16+ years. Over the years, Mr. Makhija produced tremendous growth across a wide spectrum of industry segments including Financial Services and Healthcare & Life Sciences, globally.

An experienced presenter, Mr. Makhija has been a guest lecturer at multiple universities in the U.S. and India. He is often called upon to share his insight in cross-industry forums on next-generation technologies, affecting business processes and the state of the global sourcing and outsourcing industries. He serves on the Board of IIM-Ahmedabad Alumni Association, USA Chapter. Mr. Makhija is also an active member of the Wharton Club of New York.

Academically, Mr. Makhija holds an Engineering degree in Electronics & Telecom and a PGDM (MBA) from IIM-Ahmedabad. He also completed the Advanced Management program at Wharton, University of Pennsylvania.

In his personal life, Rajesh is committed to charitable efforts and is associated with multiple non-governmental organizations to support underprivileged children in the US & India. He is an avid follower of NBA & Cricket, also an active sportsperson with passion for tennis, golf and volleyball.

Doug Robinson - CEO, Heka Corporation; Chair, CEO Connection Healthcare Committee

Mr. Robinson has been hired as Heka’s CEO to lead Heka’s entry in to the regulated healthcare environment and to build Heka’s business. Mr. Robinson is a results oriented executive driven by strong financial and operational experience. He has a proven track record in both large and small organizations, public and private with progressive responsibility in building organizations. He has successfully built senior management teams and reshaped Board of Directors groups that drive shareholder value.

Mr. Robinson has held executive-level positions with such organizations as LifeVantage Corporation, WorkWell Systems, Inc., United Health Group, Deloitte Consulting, LLP, SynHRgy HR Solutions, Inc., and PricewaterhouseCoopers, LLC. He has served in various advisory capacities with many large organizations as well as director positions with various Boards.

Mr. Robinson received a B.A. in Marketing, Public Relations and Speech Communications from Gonzaga University where he continues to guest lecture on health care economics to its graduate and undergraduate schools. Mr. Robinson has been married to his wife, Mary, for 15 years and they are the parents of a blended family of six children, and now have four grandchildren.



 

Innovation: Make, Buy, Partner to Build Your Pipeline

How can mid-market companies best manage the intersection of innovation and scale?

This session will explore:

  • Expansion of Mid-Market Angel Investor Network
  • The Reverse Pitch to connect mid-market companies to entrepreneurs
  • Mid-market venture capital
  • Revolutionary innovation
  • Evolutionary innovation
  • Scaling innovation
  • Progress report from CEOC Committee Projects

Steve Belt - Chief Executive Officer at Smile Brands Inc. (SBI) and OneSmile, LLC

Steve Bilt is the Chief Executive Officer at Smile Brands Inc. (SBI) and OneSmile, LLC. He co-founded Smile Brands in 1998 and OneSmile in 2015 and in 2016 combined the two businesses. Steve was integral in SBI’s three initial platform acquisitions and led the acquisitions of Monarch Dental Corporation [NASDAQ: MDDS] in 2003 and Castle Dental Centers Inc. [NASDAQ: CASL] in 2004. In addition to these transactions, Steve oversaw the development and operationalization of 150 de novo practices at Smile Brands and each of the OneSmile platform acquisitions. Smile Brands and OneSmile have 5,500 employees and affiliated providers in approximately 400 locations across the United States.

Steve also serves as Chairman of the Smiles for Everyone Foundation. The Smiles for Everyone Foundation has established international outposts serving six countries in South America, Asia and Africa and conducts ongoing events throughout the United States.

Steve earned a Bachelor of Arts degree in business economics from the University of California, Santa Barbara; a Master of Business Administration degree from the Graziadio School of Business and Management at Pepperdine University; and completed the Harvard Business School Presidents’ Program. He is a Certified Public Accountant in the State of California.

Ron Totaro - former General Manager, Global Financial Services, Pitney Bowes; Chair, CEO Connection Innovation Committee

Ron is recognized by industry leaders, analysts and investors for leading company transformations, driving innovation and creating scalable P&L growth and shareholder value. He has led $3 Billion of global P&Ls in financial technology and cloud-enabled business services including payments, big data & analytics, ecommerce and transaction platforms focusing on building value propositions for a diverse set of B2C, SMB and enterprise customers.

Ron joined Pitney Bowes in 2013 as General Manager, Global Financial Services, and leads the largest corporate P&L and digital transformation initiatives for SMB lending, ecommerce payments and the Pitney Bowes Bank.

Prior, Ron served as CEO of Partsearch Technologies, the leading ecommerce and data platform providing customer access to over 10 Million consumer electronics parts and accessories. Ron

repositioned the company strategy and grew Partstore.com into a leading B2C ecommerce platform when the company was sold to a strategic buyer.

Ron also served as COO of ACI Worldwide, the leader in payments software and cloud-based solutions for financial institutions and led the company P&L and all operating units.
Ron’s experience also includes global P&L leadership roles at Fair Isaac, GE Capital, America Online and American Express, where he led strategy development, M&A, sales, product and operations for numerous businesses.

Ron holds an MBA from the Ross School of Business at the University of Michigan and a B.S. in Business Administration from SUNY Albany where he graduated Magna Cum Laude.

Karina Sotnik - Director of Business Incubation and Accelerator Programs, University City Science Center

Karina Sotnik is a serial entrepreneur, mentor, adviser, and educator. She spent more than a decade in Silicon Valley in senior positions helping companies grow globally. She also launched three ventures of her own, including WorldUpStart, a consulting practice focused on providing mentorship, consulting and advice on best innovation practices to institutions around the world. In addition, she worked as a Digital Enterprise Portfolio Manager at the University of Pennsylvania PCI Ventures where she launched and ran AppItUP, a digital accelerator for mobile apps. She is now a new Director of Business Incubation and Accelerator Programs at the University City Science Center.



 

Leveraging Diversity: Key to Mid-Market Growth

How can we use diversity to win the war for talent?

This session will explore:

  • The Women’s Leadership Committee programs to help mid-market companies include more women in senior management
  • Mid-Market Partnerships with smaller minority-owned businesses to target government contracts
  • Resources available through CEO Connection partnership with the US Minority Business Development Agency
  • Progress report from CEOC Committee Projects

Kathryn Ritchie - Founder and CEO, KRStrategy (KRS); Chair, CEO Connection Influential Women's List Advisory Board

Kathryn RitchieKathryn Ritchie, founder and CEO of international strategy execution firm KRStrategy (KRS), has ensured that KRS is synonymous with trust and results since its inception in 1995. She is a world‐renowned advisor on strategy clarification and execution alignment, known for developing the proprietary and effective Ignition method. She has worked across industries and the globe, including Australia, Asia, Europe and North America, helping companies unleash their performance potential, channel it into a clear business strategy, and ensure successful execution of that strategy.

Kathryn’s passion for strategy execution is rooted in her operations experience. She began her career in the trenches of the health care industry, running the speech pathology department of a large regional hospital and later a rehabilitation center. During this period, she gained interest in the relationship between business performance and an organization’s untapped capacity within its individuals and teams. This fascination deepened as Kathryn went on to work in several management roles at international investment bank Macquarie Group. There she had the first opportunity to combine her operational skills and strategic abilities, leading and implementing strategy and change initiatives, both cultural and structural, to drive business outcomes. Kathryn also supported Macquarie Bank’s then Wholesale Funds Management Division to conduct analysis, strategy and organizational effectiveness work as part of the front ‐end consulting team offering to organizations that needed to transact and place investments.

Kathryn then took her strategy skills to a niche‐consulting firm, Corporate Vision, where she worked with clients to drive successful organizational change and develop constructive cultures. At this firm, she also oversaw the account management team, and negotiated major, international partnerships.

EDUCATION
Kathryn has an MBA from the Australian Graduate School of Management and an applied science bachelor’s degree in speech pathology.

OTHER ROLES AND INTERESTS
Kathryn has held board roles at several not‐for‐profits and spent 9 years as a Sydney University fellow. She actively supports the arts and sustainability initiatives, and also achieved ski instructor qualifications with the hope of staying within sight of her alpine‐ski‐racing daughters.




General Session: State of the Mid-Market Keynote Address



Joe Adams

Bio Pending




Competitive Advantage Through Customer Centricity

How can companies gain a competitive advantage by refocusing on the customer?

Dimensions to be addressed include:

  • Understanding what Customer Centricity is and what it isn’t
  • Building stronger customer relationships
  • Understanding and anticipating their behaviors
  • Applying Customer Centricity to government

Peter Fader - Frances and Pei-Yuan Chia Professor of Marketing

Professor Fader’s expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as consumer packaged goods, interactive media, financial services, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting for new products. Much of his research highlights the consistent (but often surprising) behavioral patterns that exist across these industries and other seemingly different domains.

Many of these cross-industry experiences have led to the development of the Wharton Customer Analytics Initiative, a new research center that serves as a “matchmaker” between leading-edge academic researchers and top companies that depend on granular, customer-level data for key strategic decisions.

Professor Fader believes that marketing should not be viewed as a “soft” discipline, and he frequently works with different companies and industry associations to improve managerial perspectives in this regard. His work has been published in (and he serves on the editorial boards of) a number of leading journals in marketing, statistics, and the management sciences. He has won many awards for his teaching and research accomplishments.



 

Performance and Cultural Alignment: The Key to Greater Profitability and Predictability

Who wouldn’t want their organization to be more predictable and profitable?

Find out how companies have achieved this through:

  • Removing organizational drag
  • Aligning the company’s core values to how the business is actually managed
  • “Running the numbers” – a unique perspective

Mark Follows - President, Carpedia International Corp.

Mark FollowsMark is President of Carpedia International and oversees all functions related to the growth and service delivery of the firm. He is instrumental in developing and refining many of the components of the fundamental Carpedia methodology.Mark has over 25 years of operational consulting experience for leading companies and organizations in many industries all over the world. His areas of expertise include demand planning, marketing and sales, supply chain optimization, change management, and implementation.Mark has his Bachelor’s degree from Harvard University. He is active in the local community and is a highly regarded coach of competitive youth lacrosse.

    Areas of Expertise:

  • Business Planning
  • Supply Chain Management
  • Operational Effectiveness

Andrew Rush - Vice President, Carpedia International

Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders; focusing on the culture and behaviors required to optimize performance. He has been successful in turnaround situations and with organizations that were recognized as being one of Canada’s 50 Best Managed Privately Owned Companies.
In his current role with Carpedia, he meets with CEO’s and members of the Executive Leadership Team and determines how well aligned their organizations are. Through a series of interviews and surveys conducted over a 1 to 2 day period, he is able to produce a report with recommendations as to where companies have opportunities to gain a greater degree of alignment.
Andrew started his career with Carpedia as a Consultant and left as a Senior Manager in 2001. From there he went on to various companies in the building materials, aluminum and construction industries, holding various roles, including as the Vice-President of Operations, Vice-President of Sales, General Manager and President, before returning to Carpedia.
Andrew has had experience with a wide range of companies in terms of size and influence, which helps him connect with a broad base of business leaders. The leadership positions that he has held have been with companies that have 25 to 1,200 employees, $3M to $450M in revenue, in unionized and non-unionized environments for both publicly traded and privately held firms.

Jacques Gauthier - Director, Carpedia International

A genuine people person, Jacques serves as a Director for Carpedia. He excels in helping teams reach their greatest potential and guiding companies to surpass their financial expectations. After a brief departure from the firm, Jacques has ‘returned home’ in 2010 and hasn’t looked back since.

Prior to returning to Carpedia, Jacques was with a multi-national BPO Services Firm responsible for operations, overseeing 15 sites across two continents. His clients were in the Americas, Europe, and Asia. He has also directed the integration of two acquisitions and the standardization of their management operating systems.

Jacques is a past President and board member of the Niagara Distress Center (crisis intervention organization) as well as a past board member of CAIFA (Canadian Association of Insurance and Financial Advisors). Jacques is a sports guy. He enjoys hockey, baseball, volleyball, skiing and is an avid outdoorsman. He adores spending time with his wife and two young sons and coaching his kids’ athletic teams.

Areas of Expertise:
People Development
Sales and Marketing
Operational Delivery



 

Personal Branding: Managing Your Own Brand

How can you best manage your own brand as a CEO to drive growth for you and your company?

This session will explore:

  • A BRAVE approach to personal branding (Behaviors, Relationships, Attitude, Values, Environment)
  • Context and purpose
  • Strategy
  • Messaging and implementation, including media choices

 



 

Social Impact: Enlightened Self Interests to Drive Growth

How can corporate social impact programs make a real difference in recruiting employees and customers?

This session will explore:

  • The CEOC-Wharton Social Impact (CSI) student consulting program that helps mid-market companies incorporate social impact programs into their corporate strategy
  • CEOC-Growth Fund Program powered by Global Impact for employee retention and engagement
  • Combining innovation and scale in your CSI program
  • Integrating social impact into your business strategy
  • Measuring the impact of CSI activities
  • How effective CSI strategies affect your brand
  • How to engage employees in a CSI strategy
  • Progress report from CEOC Committee Projects


 

Strategic Planning for Mid-Market Companies Battling Giants

How can mid-market companies avoid getting “caught in the middle”?

This session will explore:

  • Best practices in tackling industry giants
  • Convergence tactics
  • Divergent tactics
  • Integrated business planning

 



 

Talent Management: Winning the War for Talent

How can we best acquire, develop, and foster talent?

The session will explore:

  • The CEOC CHRO Forum to help develop programs around recruiting, retention and education.
  • The CEOC Connecting Veterans to Success program that helps you find top talent
  • Giving workers from old jobs new skills
  • The impact of technology on labor demand
  • Rebuilding trust between employers and the workforce
  • Progress report from CEOC Committee Projects

Dan Fries - SVP, Managing Director, Sibson Consulting

Dan_Fries

Mr. Fries joined the New York office in 1988 and has held such leadership positions as Vice President, Senior Vice President, Co-Head of the New York office, Chief Operating Officer, Member of the Board, and Member of the Board’s Compensation and Audit Committees. He is currently Managing Director of Sibson Consulting.

Mr. Fries has expertise in a wide range of HR disciplines including leadership and performance management, Board governance, executive and broad-based pay with special expertise in the areas of benefit design.

Mr. Fries serves as the lead consultant to some of our larger sports industry clients including the NFL, NBA, NHL, and MLS, as well as many public and private corporations, including BMW. Mr. Fries was appointed to the first Board of Directors for the Muscular Dystrophy Association (MDA) Venture Philanthropy, a nonprofit group focused on discovering treatments for neuromuscular diseases and working towards the commercialization of those treatments. He has also been a member of the Board of Directors for MDA since 2007 and serves on the Finance, Compensation, Governance, and Investment Committees.

Before joining the Company, Mr. Fries worked as a senior consultant for a major insurance company and large global money management organization where he provided consulting services for pension, defined contribution and deferred compensation arrangements. Prior to this, he worked as a registered investment advisor for a private investment firm specializing in fixed-income investments for pension plans.

Mr. Fries has lectured on human resources, leadership, and governance issues in various business forums. He has been quoted in business publications and has taught classes for the American Management Association and other public associations as part of their credential programs. Mr. Fries has also taught at New York University (NYU) as an adjunct faculty member of their Leadership and Human Capital Management graduate certificate program.

Jeffrey Kiesel - CEO, Restaurant Technologies; Chair, CEO Connection Talent Management Committee

With more than 25 years of senior leadership experience, Jeff Kiesel is both the head and heart of Restaurant Technologies. He led the company to expand into new regional service locations and evolve the Total Oil Management™ portal to meet the ever-changing needs of our foodservice customers. Jeff joined in 2005 as CEO and stands by the set of values we call the 5 C’s – customer, character, commitment, courage and community. These values ensure that we put our customers and our community first – never being afraid to reach out to help, lead by example and always put our best foot forward. As part of this commitment, Jeff drives the Restaurant Technologies Cares program and is Chairman of the RTI Educational Foundation. He also serves on the Nixon Medical Board of Directors and the SALO Advisory Board.

Jeff held previous positions as CEO, president and senior vice president in both large and small companies across multiple industries, including 18 years with GE and GE Capital, and C-level positions with G&K Services and VIZTA3D Inc.

Jeff earned a bachelor’s degree in economics from Williams College, Williamstown, MA and an MBA from the Krannert School of Management, Purdue University. As a former college football player, he is also an Insanity Workout and P90X/P90X2 loyalist, so you can find him crunching and punching most days of the week.



 

Tax Policy

How do the current tax policy changes affect they way you do business?

This session will explore:

  • The best ways to manage your corporate balance sheets, P&L statements, and cash flows domestically and across borders



 

The Path to Digital Transformation

How can the Mid-Market work together to close the digital divide developing in today’s economy?

This session will explore:

  • Leadership: The ability to see changes in the ecosystem and create a DX vision
  • Omni-Experience: Blend digital and physical experiences to garner customer allegiance
  • Information: Turn information into a competitive advantage
  • Operating Model: Create new digital revenue streams from connected systems
  • Worksource: Leverage technology to win the war for talent

 

Adam Warby - CEO of Avanade; Chair, CEO Connection European Expansion Committee

adamwarbyq2Adam works closely with the Avanade Board of Directors and his leadership team to realize our mission of making a genuine impact on our clients and their customers through solutions based on the Microsoft platform.

Adam joined Avanade at its inception in April, 2000, and as one of the founding members, was instrumental in building the company and shaping its culture. A senior leader, Adam has significant experience managing and growing Avanade’s business operations, having served as General Manager and Senior Vice President for the company’s North American and European operations during his tenure. As Executive Vice President, he has also led Avanade’s worldwide sales and marketing teams, and set the vision and direction for Avanade solutions.

A true global citizen, Adam has lived in both Europe and North America, and has frequently traveled the globe visiting Avanade clients and regional offices.

Adam came to Avanade from Microsoft, where he was General Manager of the Midwest District, responsible for sales and support of Microsoft software throughout Illinois, Indiana, and Wisconsin. Prior to this position, he was General Manager of Microsoft’s Enterprise Services, responsible for implementing the strategy and plans for Microsoft’s direct and partner services organizations focused on enterprise customers.

Adam earned a B.S. in Mechanical Engineering from Imperial College, London.

Lawrence Cole - Head of Mid-Market Ad Sales, U.S. West | Google

Lawrence Cole is the Western United States Head of the Mid-Market Ads Business for Google Marketing Solutions, Google’s division that enables small, medium and large businesses to reach and sell to their best customers by leveraging the power of Google’s marketing platform and its multiple consumer-facing assets such as Google Search, The Google Display Network, YouTube and GMail.

He has worked across the advertising, software, space exploration, and logistics industries and has over 15 years of tech and digital experience, first starting his career as a software engineer for Earthlink, Inc..

Lawrence holds a B.S. in electrical engineering from Florida A&M University and an MBA from The Wharton School at The University of Pennsylvania.