Early Bird Rate! Save $500 and register by September 19th

The Executive Roundtable Retreat is a one-of-a-kind event, creating a unique venue and forum for Chief Executive Officers, Chief Strategy Officers and related C-suite officers to participate in facilitated discussions around strategy, growth, and innovation.

This small group format event is designed to maximize the opportunity for attendees to connect, share, and gain insights specific to their role. Moderated by Zweig Group’s Chad Clinehens, Tracey Eaves, and Ying Liu, and Stambaugh Ness' Brad Wilson and Jen Nelson, this event provides attendees with valuable insights, innovative ideas, tactical frameworks/tools, and a new network of colleagues to foster effective leadership and strategic growth.

Thank you to our event sponsors: Stambaugh Ness, Ames & Gough and KP Reddy Co.

Location:

Andaz Napa located at 1450 First Street, Napa, California 94559
Book your stay today

Discussion Topics:

Attendees will bring their challenges and successes to discuss, ensuring that roundtable discussions strike at the heart of what is needed to effect change in their organizations. In addition, the event will cover a wide range of topics, including, but not limited to:

Driving recruiting and retention performance in your firm
Future of the design profession and impact of innovation and technology
Building a dynamic leadership team focused on the future
Changing landscape of firm valuation
Driving return on investment
Firm organization
Organizational alignment to lead change
Inspiring a culture of entrepreneurialism
Growing your successor
Ownership transition planning
Building a robust C-suite
Board and governance
Time management and balancing work/home life
Dealing with conflicts
Managing Firm Growth (organic and acquisitions)
Being bold in setting a vision and direction
Mobilizing leaders to drive performance and innovation
The Future of the Roles of Executives in the AI-Driven Era
Additional topics selected by attendees

Tentative agenda:

Wednesday, October 15 – Day 0

3:00 pm – Hotel Check-in
5:00 pm – Welcome Reception and Setting the Stage

Thursday, October 16 – Day 1

8:00 am – Roundtable Breakfast
8:30 am – Roundtable Begins
12:00 pm – Innovation Lunch Presentation by KP Reddy
1:00 pm – Roundtable continues
6:00 pm – Sunset Dinner at Odette Estate Winery

Friday, October 17 – Day 2

8:00 am – Roundtable Breakfast
8:30 am – Roundtable sessions continue
11:00 am – Lunch: Action Items & Accountability Framework
12:00 pm – Adjourn

Continuing Education Credits:

Upon completion, attendees will be eligible to receive 10 LU/PDH credits. A certificate of completion will be provided electronically for self-reporting.

Collection: In-Person Learning

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