2025 CEO & CSO Roundtable

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

This small group format event will be limited to 15 participants to maximize the ability for attendees to connect, share, and gain insights specific to their role. Moderated by Zweig Group’s Chad Clinehens and Ying Liu, this event combines the best of both the CEO and CSO Roundtable experiences to provide attendees with valuable insights, innovative ideas, tactical frameworks/tools, and a new network of colleagues to foster effective leadership and strategic growth.

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:

• 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
• The CEO and CEO roles and building the 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 CEO and CSO Role in the AI-Driven Era
• Additional topics selected by attendees

Agenda:

Tuesday, April 22 – Day 0

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

Wednesday, April 23 – Day 1

8:00 am – Roundtable Breakfast
9:00 am – Roundtable Begins
12:00 pm – Lunch
1:00 pm – Roundtable continues
4:00 pm – Boston Experience

Thursday, April 24 – Day 2

8:00 am – Roundtable Breakfast
9:00 am – Roundtable Sessions
12:00 pm – Lunch: Action Items & Accountability Framework
1:00 pm – Adjourn

Location:

Fairmont Copley Plaza - Booking Link Coming Soon

Boston, MA