Businesses large and small, and investors across the global marketplace, face an economy of ever-increasing complexity with new challenges and opportunities. Hear from Gerstein Fisher’s Chris Meeske, about some of the major trends shaping the current business climate. Gain perspective on broad trends driving the current environment for businesses, understand how global macroeconomic themes can impact local businesses, learn how the economy is affecting the middle-class consumer, and explore the resulting risks and opportunities.
Join fellow CEOs to explore your business in light of the changing global economy. We will meet in an exclusive quiet private dining room on the 27th floor with southern exposure, floor to ceiling windows, and sweeping views of the Manhattan sunset. We'll have a delicious buffet dinner while discussing the economic and business outlook, locally and globally.
REGISTER SOON! SPACES ARE LIMITED.
If you are a CEO and would like to see if you qualify to attend this event, register online.
6:00 - 6:30 pm - Cocktail Reception
6:30 - 8:00 pm - Buffet Dinner and Presentation
Chris Meeske, CIMA is a Senior Researcher, Portfolio Strategist at Gerstein Fisher where he conducts economic and market research and authors market and investment strategy commentary as well as investor education materials. Mr. Meeske’s areas of expertise include: market and economic research, portfolio operations, database management, and process management.
Mr. Meeske completed a summer MBA internship at Quest Diagnostics, where he worked to improve the data analytic tools used to identify national business trends and risks. Mr. Meeske received a B.A. from University of Chicago and an MBA from Rutgers Business School with a specialization in Finance.
This CEO Trust event will engage CEOs to better interpret the evolving dynamics of the local economy and provide greater insight into the inevitable challenges and opportunities employers and their employees will face in our future economy, both locally and beyond.
7:30 - 8:00 am - Gathering and Coffee
8:00 - 9:00 am - Breakfast and Presentation
Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors. He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research.
Join us to learn about our many members-only resources and activities, and to meet your fellow CEO Trustees (members).
IMPORTANT: This is a video conference with a visual presentation. For full participation, please join via web-based device with video capability. Registration is necessary in order to receive dial-in details.
Additional dates will be scheduled to meet new member needs and schedule constraints.
If you are a CEO and would like to see if you qualify for membership, register online.
Get The Basics You Need to Lay the Groundwork for Your Board Service
There is a one-to-one ratio of attendees with seasoned public board members who are there to train, meet and help you. This program will be hands-on with close interactions with seasoned board members and others who identify and place board talent. It is a collaborative environment with others who care about you, your board preparedness and that you are positioned to land for-profit board seats.
Beginning with director duties and responsibilities, we cover everything you need to know to get started. We'll talk about the tradeoffs of public vs. private, and fiduciary vs. advisory boards. You'll get tips on the key to quickly becoming a positive, contributing board member and what to expect in a director's role. The basics of board committees and what each does, their work and impact. A board case study will give you practical insight into the function and challenge of board work. We'll explore the role of the board from both the CEO perspective and the investor perspective. Gain an understanding of the board selection process, and the function of board on-boarding. Work with experienced board talent to begin the development of your board bio, positioning, and marketing materials. Included in the two days are meals, networking and a cocktail reception and dinner on Thursday night.
REGISTER YOUR INTEREST SOON! ONLY PREAPPROVED ATTENDEES MAY ATTEND. SPACES ARE LIMITED. SEND YOUR REGISTRATION REQUEST TO http://ceotrust.org/apply AND INCLUDE BIO, RESUME OR LINKEDIN.
November 14 Breakfast at 8 am through to
November 15 Wrap Up at 3 pm
Join CEOs at the prestigious Dallas Petroleum Club for breakfast and a fascinating, inside view of the region's top security threats posed by criminal gangs, foreign terrorists, domestic extremists and rogue individuals.
Enjoy a rare discussion with top security leaders. This expert panel will share their candid insights and experiences regarding cyber-security, corporate espionage, complex financial fraud, human trafficking, workplace violence and joint terrorism task force operations-and how they are working to protect the public and corporate America.
Take advantage of this highly interactive program for CEOs to ask questions of top experts and strategize about our own businesses and risk mitigation against bad elements.
SCHEDULE:7:30 - 8:00 am - Coffee & Mingling
8:00 - 9:00 am - Breakfast & Discussion
Aaron Tapp, Assistant Special Agent in Charge (ASAC), Federal Bureau of Investigation
Assistant Special Agent in Charge (ASAC) Aaron Tapp entered on duty as an FBI Special Agent in 2003 and reported to the Albany Field Office where he investigated public corruption and other complex financial crimes. While in Albany, he successfully investigated several New York State officials for utilizing their public office for personal gain.
Mr. Tapp transferred to the San Antonio Field Office in 2007 and was assigned to work complex financial investigations including a case which resulted in the conviction of several executives who perpetrated the largest fraud ever charged in the Western District of Texas.
In 2011, he was promoted to the Counterterrorism Division at FBIHQ, where he oversaw complex terrorism financing cases in the Terrorism Financing Operations Section(TFOS). While at FBIHQ, Mr. Tapp worked with Agents and Analysts throughout the country and around the world to detect, disrupt and prosecute those who fund terrorism.
In 2013, ASAC Tapp was designated Supervisory Senior Resident Agent (SSRA) of the Topeka and Manhattan Resident Agencies in the Kansas City Division, where he led Agents and Analysts involved in every FBI program across 36 counties in the northern half of Kansas.
On September 4, 2017, he reported to the Dallas Field Office and currently leads the National Security Branch. ASAC Tapp is a former member of the Albany and San Antonio FBI SWAT teams. He earned a bachelor’s degree in accounting from the University of Utah and an MBA from Utah State University. He is married and has 4 children.
Jeoff Williams, Regional Director, Texas Department of Public Safety
Jeoff Williams is a native Texan and former Marine with a Bachelor’s degree in Criminal Justice.
He is a graduate of the FBI National Academy, the DEA Drug Unit Commanders Academy, and has extensive experience leading crime reduction operations, border operations, and conducting and leading organized crime investigations. With over 30 years of combined military and law-enforcement experience, he serves as a subject matter expert in multiple disciplines, including tactical training, active shooter response, organized crime, and human trafficking investigations.
While serving in the Marine Corps, he received four meritorious promotions and served as an Infantry Platoon Sergeant during Operation Desert Storm. After Desert Storm, he finished his Bachelor’s degree in Criminal Justice at Southwest Texas State University and in 1994 joined Texas DPS, where he began his career as a Highway Patrol Trooper. As a Trooper, he received numerous awards for drug interdiction and went on to hold several positions in the Department, including SWAT Team member, Staff Sergeant on the Governor’s Protection Detail for George W. Bush, as well as numerous assignments in the Criminal Investigations Division.
As a Narcotics Sergeant in Dallas, he conducted investigations targeting drug trafficking organizations, corrupt public officials, and numerous undercover assignments. After promoting to Lieutenant, he led investigations into violent crime and drug trafficking organizations in DFW and developed standardized tactics and investigative techniques for task force officers and DPS Agents around the state. In 2009, he promoted to Criminal Investigations Division Captain, where he deployed the state’s first Human Trafficking squad. There he established the investigative strategies into Human Trafficking and Child Exploitation, which eventually became a model for the country. He has lectured around the state and at international conferences on the subject. In 2014, Jeoff promoted to Major where he maintained oversight of the Criminal Investigations Division for the North Texas Region. As the Major, he developed the Division’s Field Training Officer Program curriculum, which is currently in use statewide.
Throughout his career, Jeoff has served as an Adjunct Instructor at the Advanced Law Enforcement Rapid Response Training (ALERRT) Program at Texas State University. The ALERRT Program serves as the nation’s model for active shooter response training. Jeoff has done extensive research into mass casualty and active shooter response and has participated in curriculum development at ALERRT. He has provided thousands of hours of Active Shooter training across the nation to civilians, first responders, and their leadership.
James A. Savage, Jr., Principal, Savage Global Strategies, Proactive Global Security Strategist
Jim Savage is a global risk management strategist and practitioner with extensive experience in the energy industry and in the U.S. Secret Service, including assignments in high-risk locations.
Throughout his career, he has been a trusted partner of and advisor to top management and the board of directors, valued for strategic planning, threat assessment, policy development, crisis management, asset protection and emergency preparedness.
Previously, he was Chief Security Officer and Senior Vice President for Hunt Oil but most recently, is Principal of Savage Global Strategies, LLC. Jim advises corporations and private sector clients in developing security programs and workplace violence prevention programs for operations in diverse environments. He supports protective advance and executive security detail training courses for Department of Defense elements and provides personal risk-management advice to high-net-worth clients and families. He also assists private equity groups with the assessment of target acquisitions in the private security industry.
He also brings extensive experience on Boards of Directors, having served as a current Member on the Genesis, Crimes Against Women Conference Board; founding and current Board Member of Genesis Women’s Shelter, HeROs Men’s Alliance; Co-Founder and Former Chairman of OpMed Foundation; Current Vice Chairman of The Texas Department of Public Safety Foundation; and past Board Member of the C.C. Young Senior and Retirement Center. He established, implemented and chaired the Courtroom Advocacy Group of men from the non-profit Genesis Women’s Shelter to support victims of domestic violence in the courtroom and co-founded Operational Medicine Foundation, a non-profit organization designed to teach and equip law enforcement and private sector security professionals advanced blood-control techniques using former U.S. military Special Forces medics and physicians.
Join fellow CEOs as John Connolly, CEO Trust member and CEO of InspiriTec gives us an inside look into his unique business. The unemployment rate for persons with disabilities is 3x that of persons without disabilities. John’s firm, InspiriTec, with a staff of over 600 and operating in 3 states, employs mostly individuals with disabilities – including over 150 Veterans -- in IT and Contact Center professions. InspiriTec provides sophisticated turnkey IT Help Desk and Call Center services to federal and state government agencies as well as commercial customers.
John will describe the fulfillment, thrills, opportunities, and challenges in running an award winning not-for-profit IT organization. He will give us a tour of the InspiriTec offices and call center, introduce us to some of his inspirational employees, allow us to hear their remarkable stories, and reveal how he created this impressive organization. You will be touched and amazed as we are given an inside view into this remarkable company.
Engage in a lively discussion about the risks and rewards of operating a social enterprise and share your own expertise and advice with this non-profit that acts like a for profit!
7:30 - 8:00 AM - Gathering and Coffee8:00 - 9:00 AM - Breakfast and Discussion
9:00 - 9:30 AM - Tour
John has been with the firm's management team in prior organizations for over 25 years. Since its launch in 2000, InspiriTec has become a successful Information Technology and Contact Center enterprise with a mission of serving its customers while employing persons with disabilities. Many of John's colleagues are disabled Veterans. He has led the development of high profile systems for firms such as AT&T, the National Disease Research Interchange, the University of Pennsylvania, and ActionAIDS. He has helped design and implement robust Help Desk and Contact Center solutions for the Department of Defense, the US Army, and various agencies in the states of Pennsylvania and New Jersey.
John graduated Phi Beta Kappa and Summa Cum Laude from Lehigh University with three majors: Sociology, Religion Studies, and Urban Studies. He received his Master of Social Work degree from Penn and an MBA in Finance from Temple.
A Conversation with John Connolly, Founder/CEO of InspiriTec, Inc.
Join fellow CEOs and board members as John Connolly, CEO Trust member and CEO of InspiriTec gives us an inside look into his unique business. The unemployment rate for persons with disabilities is 3x that of persons without disabilities. John’s firm, InspiriTec, with a staff of over 600 and operating in 3 states, employs mostly individuals with disabilities – including over 150 Veterans -- in IT and Contact Center professions. InspiriTec provides sophisticated turnkey IT Help Desk and Call Center services to federal and state government agencies as well as commercial customers.
If you are a CEO and would like to see if you qualify to attend this event, register online.
If you are interested in Board Service, and are a top talent looking for both training and mentoring, apply or request information at Register.
Join fellow fellow CEO Trustees for a holiday reception with the iconic Jack Mitchell, Chairman of Mitchell Stores. Jack will share his business philosophy based on “hugs” at a wine reception. Spouses or Significant Others are invited to join us too at the Greenwich Richard's Store for a conversation with Jack followed by an opportunity for book signing and shopping.
The only way to stay in business is with loyal customers, and Jack Mitchell and the Mitchell team knows how to attract them, and how to keep them. Jack Mitchell, renowned master of customer services, offers up a new and improved approach to customer service along with his already successful secrets for developing long-lasting business relationships and customer loyalty.
He has a deceptively simple but winning approach to customer service—that a relationship is at the heart of every transaction. Since the first edition of Hug Your Customers was published more than a decade ago, the Mitchells Family of Stores has expanded beyond their two locations in Connecticut to five stores, with new locations in Long Island, New York, and on the West Coast. Jack Mitchell explains that Mitchells Family of Stores not only survived the brutal recession of 2008, but used it as a springboard to dramatically grow their business.
5:30 - 6:00 pm - Mingling & Wine Reception
6:00 - 7:00 pm - Speaker and Q&A
7:00 - 8:00 pm - Book Signing and Shopping
Jack Mitchell is Chairman of the Mitchell Stores (Mitchells/Richards/Wilkes/Marios), a three-generation family business that operates men’s and women’s specialty stores in Connecticut, New York, California, Washington and Oregon that are nationally renowned for their personal service touches and strong relationships. Jack himself has been recognized as one of the top ten retail visionaries of his time by the Women’s Wear Daily.
After completing a B.A. at Wesleyan University in 1961 and an M.A. at the University of California-Berkeley in Chinese History, Jack joined the family business, Ed Mitchell, Inc., which was founded by his parents, Ed and Norma, and later became Mitchells of Westport. In 1995, Mitchells acquired Richards, the leading men’s clothing store in Greenwich, Connecticut, and in 2005, added Marshs of Huntington, Long Island, to the group. In December of 2009, they also proudly acquired Wilkes Bashford in San Francisco and Palo Alto, California and in October of 2015 they partnered with Marios in Seattle and Portland.
Under his leadership, the Mitchell Stores have become well known for employee engagement and longevity and providing exceptional customer service and high quality merchandise in an exciting, friendly, and visually dynamic atmosphere. Jack is an active leader on the floor listening and learning along side his brother Bill, wife Linda, his three sons and three nephews. Mitchell Stores is a case study at Harvard Business School.
In 2003, Jack Mitchell launched a “second career” as a speaker and author. His first book, Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results, was a Wall Street Journal best seller and received rave reviews in the New York Times. In addition, it was endorsed by Warren Buffet on the cover with the following quote: “It’s a gem. I wish everyone at Berkshire would follow his advice – we would own the world.” In April, 2015, a revised and updated version of Hug Your Customers was released. In 2008, Jack published his second book, Hug Your People: The Proven Way to Hire, Inspire, and Recognize Your Employees to Achieve Remarkable Results where he illustrates a business blueprint to personalize relationships to drive success and achieve greater satisfaction at work. In 2018, Jack published his third book, Selling the Hug Your Customers Way: The Proven Process for Becoming a Passionate and Successful Salesperson for Life which illustrates how to apply the proven principles of Hug Your Customers to refine selling techniques, boost sales and keep customers coming back for more.
Jack has become known as a passionate enthusiastic public speaker, keynoting at over 200 events for corporations including Merrill Lynch, Pitney Bowes, Morgan Stanley, Conde Nast, Nike, Starbucks, Wells Fargo, Luxottica and Harvard University addressing audiences of all sizes and reaching over 50,000 people globally with Hug Your Customers/Hug Your People presentations. Jack has appeared on The NBC Today Show, and Kudlow & Cramer TV show as well as numerous radio interviews and online and print articles. Jack has been quoted in national magazines as a customer service and management leadership expert. In April 2005, INC Magazine listed Jack as one of the 26 Entrepreneurs We Love. Jack also offers hugging workshops for corporations.
Jack shares with his family a number of Community leadership Awards from the Anti-Defamation league, The Menswear Division of UJA-Federation of New York, and Sacred Heart University. Jack is on the Yale Cancer Board, a Trustee at the Greenwich Hospital, and is an Executive in Residence at the Columbia University School of Business.
An Exclusive Conversation with Vik Dewan, CEO, Philadelphia Zoo
Join fellow CEOs for a highly interactive session with Vik Dewan, the CEO of the Philadelphia Zoo. What is required to run a 42 acre recreational site which houses over 1300 animals and focuses on conservation, science and education? Vik will explore with us this unique and challenging business. He will share his vision, economic and non-economic pressures, best practices of zoos, and takeaways related to leadership. We will delve in to what happens behind the scenes and the strategic thinking needed to run a successful business that appeals to animals and humans alike. This exclusive conversation with the CEO, will give you a glimpse of the Zoo as you have never seen before.
If you are a CEO and would like to see if you qualify to attend this event, register online.
7:30 - 8:00 AM - Gathering and Coffee8:00 - 9:00 AM - Deluxe Continental Breakfast and Discussion
SPEAKER BIO: Vikram H. Dewan joined Philadelphia Zoo in July 2006; he is the 14th President to lead the area’s most-visited ticketed cultural attraction, one that welcomes 1.25 million guests through its historic gates each year. Along with being America's first zoo, Philadelphia Zoo is one of the region's foremost conservation organizations, and is home to nearly 1,300 animals, many rare and endangered.
As President and Chief Executive Officer, Mr. Dewan is responsible for institutional leadership and strategic direction for all programs, services, operations, and fundraising. During his tenure, the Zoo has opened several one-of-a-kind animal exhibits, launched new groundbreaking initiatives and instituted a comprehensive 10-year transformative site master plan that includes the development of an extensive animal exploration and trail system, Zoo360, that invites animals to travel throughout the Zoo’s 42-acrea campus, creating exciting and enriching experiences for the animals and guests alike.
Prior to joining Philadelphia Zoo, Dewan served as President of Wachovia Bank’s Philadelphia and Delaware region, operating nearly 100 branches managing more than 1,000 employees.
Join fellow CEOs for a lively business discussion and breakfast. We will cover a range of top-of-mind topics and concerns. Count on it being a lively discussion with an opportunity for you to exchange opinions, strategies and tactics, as well as network with your peers. All thoughts & ideas are welcome and participation will be encouraged.
Come enjoy breakfast while gaining valuable insight about your business from fellow CEOs. This warm, collaborative environment of strategic thinking will result in thought provoking ideas, innovative solutions, and sincere connections.
7:30 - 8:00 AM - Mingling and Coffee
8:00 - 9:00 AM - Breakfast and Roundtable Discussion
Collaborative Environment of Authentic Leaders and Generous SpiritsUnforgettable Exchanges . . . Breakthrough Insights . . . New and Strengthening Relationships