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.
Join fellow CEOs at the Frontiers of Flight Museum as NASA astronaut and venture capitalist Bernard Harris takes us on a journey like no other. Dr. Harris has spent his life pushing the limits, exploring the unknown, and encouraging others to do the same. He is a captivating and highly interactive speaker and will share perspective on how his earlier experiences in space flight and medicine have formed his world view, driving his passion for VC businesses that are filled with imagination, invention and innovation. Dr. Harris will fascinate us with his tales of space, help us see how dreaming can become reality, and expand our horizons by stepping into the unknown and challenging the boundaries of our businesses. Those attending will also be able to tour the exciting Frontiers of Flight Museum.
REGISTER SOON! SPACES ARE LIMITED.
If you are a CEO and would like to see if you qualify to attend this event, register online.
Wednesday, October 2, 2019
SCHEDULE:6:00 - 6:30 pm - Wine Reception
6:30 - 8:00 pm - Discussion and Buffet Dinner
As Chief Executive Officer, Dr. Harris leads National Math and Science Initiative's (NMSI) efforts to improve teacher effectiveness and student achievement in STEM education across the country. He has been involved in math and science education for more than 25 years through the Harris Institute & Foundation and as a founding board member for NMSI.
Prior to NMSI, Dr. Harris was CEO and Managing Partner of Vesalius Ventures, Inc., a venture capital firm that invests in early- to mid-stage healthcare technologies and companies. As CEO, he was responsible for managing a portfolio of operating companies and venture investment.
While at NASA, Dr. Harris conducted research in musculoskeletal physiology and clinical investigations of space adaptation and developed in-flight medical devices to extend Astronaut stays in space. A veteran astronaut for over twenty-five years, he has logged more than 438 hours and traveled over 7.2 million miles in space and was the first African-American to walk in space
Dr. Harris is a member of the Board of Directors for U.S. Physical Therapy (Nasdaq: USPH), JSA Health and Monebo Technologies. He serves as a Trustee for Salient Fund and Salient MF Trust, and Barings Fund & Trust. In addition, he is on the Board of the National Academy of Medicine, the Texas Medical Center, HealthConnect, NMSI, and the Harris Institute & Foundation.
Dr. Harris earned a Bachelor of Science in Biology from the University of Houston, a Master of Medical Science from the University of Texas Medical Branch at Galveston, a Master of Business Administration from the University of Houston and a Doctorate of Medicine from Texas Tech University School of Medicine. He completed a Residency in Internal Medicine at the Mayo Clinic, a National Research Council Fellowship in Endocrinology at the NASA Ames Research Center and trained as a Flight Surgeon at the Aerospace School of Medicine, Brooks Air Force Base. He is also a licensed private pilot and certified scuba diver.
Dr. Harris is the recipient of numerous awards, including honorary doctorates from Stony Brook University, Morehouse School of Medicine, New Jersey Institute of Technology, Washington & Jefferson College, Worcester Polytechnic Institute, University of Hartford, and Indiana Institute of Technology. He’s also been awarded the NASA Space Flight Medal, NASA Award of Merit, and is a fellow of the American College of Physicians, and recipient of the 2000 Horatio Alger Award.
He is the author of “Dream Walker: A Journey of Achievement and Inspiration.”
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.
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.
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 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.
Collaborative Environment of Authentic Leaders and Generous SpiritsUnforgettable Exchanges . . . Breakthrough Insights . . . New and Strengthening Relationships