• October 01, 2014 12:02 PM | Theresa Boyce (Administrator)
    Our NY Chapter was fortunate enough to have guest speaker, Vivek J. Tiwary, a multi-TONY award winning producer, and New York Times Best Selling Author of the graphic novel The Fifth Beatle. Vivek shared expert insight into the business of the legendary group The Beatles, through narrative regarding his historical mentor, and manager of The Beatles, Brian Epstein. Vivek provided commentary of business lessons that could be derived from the The Beatles and how they translated to modern day business practices.

    It was quite evident that Vivek's discussion was thoroughly enjoyed by all. I believe our Trustees were highly engaged, and loved the unique subject matter, as it resonated with many of them on a personal and cultural level. Vivek's passion and enthusiasm was noted by many of our Trustees, who were very receptive to learn about his other successes and upcoming projects. Vivek was a great speaker, and I would love to have him back at some future point.

    A special thank you to Joan Caruso and The Ayers Group for being gracious hosts! 
    - Justin Melia, Event Chair, Founder and CEO, RMC Venture Group
  • September 16, 2014 8:21 AM | Anonymous member

    Fox, in the kind of an understatement we have come to expect in the marketing of reality TV, is billing its new fall series “Utopia” as “television’s biggest, boldest social experiment.” The show’s premise taps into the age-old dream of creating a perfect society. This dream burns particularly brightly in the treasured eighteen to thirty-four year-old demographic, marinated in the you-can-do-anything ethos. These are the very folks who would ask: Can a group of random strangers actually create a perfect society?  No, they can’t. Read More

  • September 16, 2014 8:10 AM | Anonymous member

    Just published in Directors & Boards.  The summary:  

    Nucor's classic incentive plan contained three elements:

    1) a fixed share of profit growth ...

    2) ... without limit

    3) annual grant of standard stock options

    The company was enormously successful because of this plan.  It looks like everything that shareholders care about is imbedded in this plan.  Empirical evidence strongly supports these plan elements as being good for shareholders.  Yet none of them would pass muster with ISS today.  Read More

  • August 28, 2014 5:00 PM | Theresa Boyce (Administrator)


    A fun and entertaining evening of live theater was enjoyed by our CT Chapter at the Westport Country Playhouse on August 20. We had a great member turnout and the evening began with some lively discussion and mingling amongst the members and their guests. That was followed by a very interesting discussion by Michael Ross the Managing Director of the Westport Country Playhouse who educated and entertained the group on the history of the Playhouse and the intricacies of the theater business. Michael was gracious, fun and a wonderful host to our Chapter.

    Michael's discussion was followed by a viewing of the play "The Things We Do For Love" in only its second night of production. It was a funny and sometimes tragic depiction of a love triangle that was performed exceptionally well and was very entertaining. I think we all had a good time and it was very nice to share the experience with our spouses and guests. A special thanks to Craig Rebecca Schiavone for arranging this event.

    - CEO Trustee & CT Program Chair, Michael Pellegrino

  • July 29, 2014 4:55 PM | Anonymous member




    Grit and determination and a long career in consumer solutions have led Gwen to her current role as president of a high-end fashion retail company.* Two retail companies are now courting Gwen for the CEO position she’s been tracking toward for years. While the offers present similar salaries, one offers significant wealth potential through performance-based stock awards.

    Can Gwen use these performance options to accumulate the wealth needed for retirement and a second career pursuing her humanitarian ventures?

    Performance-based equity awards have continued to gain prominence as company boards seek to align compensation with executive performance. The compensation advisor The Hay Group surveyed 300 companies in the top 500, and found that 51% are incentivizing executives today using performance awards tied to the strategic goals of the firm.  While time-based stock option awards have declined, performance options are nonqualified stock options linked to performance. Usually the awards are tied to earnings per share targets or certain stock price conditions. They vest when the metric has been satisfied; thus they are referred to as “performance-earned” options. Once vested, an executive can exercise and sell them right away.

    Gwen sought our help in understanding how these performance options work, and whether the performance metrics could reasonably be met in order to benefit from the award. She determined that the offer from the company utilizing performance options was superior and would accelerate her plans to eventually run a nonprofit serving humanitarian goals.

    If you are evaluating offers and need help comparing parity, it is important to understand the value of the awards, the terms of the performance target, tax treatment and how the likely outcome compares with other forms of executive compensation.

    For more information, please contact us.

    * The name, likeness and circumstances in this example are a fictional composite of facts from executives similar to actual SFG Clients.

    Mr. Steege is President of SFG Wealth Planning Services, Inc., SFG Investment Advisors, Inc. (SFG), a fee-only financial planning firm. Founded 20 years ago, SFG is dedicated to assisting senior executives and their employees with their complex stock-based compensation and planning challenges

  • July 16, 2014 9:22 PM | Anonymous member

    It used to be said that patriotism was the last refuge of scoundrels.  Now that patriotism is being viewed with more irony than honor among a certain portion of Americans, I think the “last refuge” has become the bashing of “fat cats.”  My evidence is a recent spate of articles on how President Obama, who is polling rather poorly these days, is once again going after Wall Street bonuses.  There is no surer way to get heads nodding again when you speak.  I nod, too, but for a different reason. Read More 

  • June 13, 2014 3:17 PM | Theresa Boyce (Administrator)

    On June 11, our CT Chapter participated in a 90-minute interactive seminar on the science of Influential Negotiation. Four attendee volunteers had the opportunity to hone their business negotiation skills during a live mock negotiation session based upon a provided study/scenario. Following the negotiation simulation, presenters Jane Dolente and Jack DeBardeleben of The Skilled Negotiator facilitated an engaging group discussion regarding the 13 essential behaviors utilized by skilled negotiators. Each volunteer received a personalized, quantitative analysis of their use of these identified behaviors, along with qualitative feedback from fellow attendees.

    CEO Trustee Mike Pellegrino, CIO of The Sun Products Corporation, participated in the mock negotiation and shared, “I liked the program - it was engaging, fun and thought-provoking. Jack and Jane were really good and did a very good job of working with everyone to experience negotiating via a simulation exercise. Everyone was engaged in the discussion due to the scenario-play type of presentation they did, and it fostered good conversation and feedback. Well done."

    Attendee Llew Smith, CEO Trustee and Managing Partner of The Office Suites of Darien, added “Negotiating is a learned skill. The Skilled Negotiator system was helpful in that it added a way to measure the skill areas that make up most successful negotiations and relationships.”

  • May 28, 2014 7:34 PM | Theresa Boyce (Administrator)

     CEO Trust speaker Michael Useem recently co-authored a piece for the Harvard Business Review.  “How Boards Can Innovate” proposes that boards should be at the forefront of corporate transformations, not resistant to them, and gives examples of successful, innovative companies with equally innovative boards.

    Michael Useem is Professor of Management and Director of the Center for Leadership and Change at Wharton School, University of Pennsylvania. He is also author of The Leader’s Checklist and co-author of Boards That Lead: When to Take Charge, When to Partner, and When to Stay Out of the Way. 

  • May 27, 2014 9:29 AM | Theresa Boyce (Administrator)

    CEO Trust speaker, Harvard-trained researcher and author Shawn Achor was featured recently on a Super Soul Sunday episode with Oprah Winfrey.  In his appearance, he explains how sending one simple email a day, for 21 days, has been proven to increase happiness and may even extend your life.  "Write a two-minute email, or tweet, or Facebook message, or text message praising or thanking one person you know," Achor says. "It's so simple. Two minutes. It's usually two or three sentences, and you do a different person for 21 days."  Phone calls or face-to-face contact is even better.

    Shawn researches and teaches about positive psychology. He's one of the world's leading experts on the connection between happiness & success, and his TED talk is one of the most popular all time with over 3.8 million views. 


  • May 21, 2014 7:36 PM | Theresa Boyce (Administrator)

    In her exclusive presentations for CEO Trust's NYC & CT Chapters recently, Nora Simpson, CEO at Simpson Strategic Solutions, revealed the simple, tangible ingredients that have created catalytic results for companies in more than 15 industries.  Nora's proprietary methodology, more than a decade in development, combines neuroscience and business strategy to help companies significantly increase revenues in six to twelve months.

    Following a review of the four processing modes of the central nervous system - including the pros, cons, pitfalls, and strategies for survival of each - Nora presented case studies demonstrating how her methodology has helped companies and individuals alike identify their core processing modes, transform issues, and propel their businesses toward explosive growth.

    A dynamic and interactive presenter, Nora actively engaged the audience in considering which processing modes are at play in their own lives & businesses, challenged them to examine their primary road blocks to success, and make changes to increase personal & professional profitability.