• May 19, 2014 2:25 PM | Theresa Boyce (Administrator)

    Having recently attended CEO Trust’s NYC Chapter event “Digital and Social Media Tips and Tricks” with Sree Sreenivasan, the first Chief Digital Officer for the Metropolitan Museum of Art, I came away from his presentation quite impressed with not only his enthusiasm and passion for technology and social media, but also his ability to captivate a room of executives, regardless of their technological knowledge. Sree's expertise was quite apparent, and I left his presentation with "homework" and tangible ideas to immediately implement to help propel my business forward. On both a macro and micro level, Sree's straightforward and engaging approach was refreshing, and his subject matters clearly resonated with nearly every attendee, as evidenced by the overwhelming number of questions and insights received throughout his presentation. Sree covered a wide array of topics, reinforcing the importance of social media, and the necessity for businesses to establish and maintain a focus on social media as an integral part of their marketing and branding efforts. With their interests piqued, at the conclusion of the presentation, you could merely look around and easily see other attendees yearning for more.  

    -- Justin Melia, Founder and CEO, RMC Venture Group

  • May 07, 2014 8:48 AM | Anonymous member

    The CEO Trust PA Chapter Roundtable on May 6th was one of the best yet. CEOs representing both public and private equity organizations were represented ranging from the chemical industry, manufacturing, pharmaceutical distribution, technology, to consumer automotive. The discussion, led by our own RJ Juliano,  prompted a series of relevant questions ranging from team development, identifying high potentials, vertical communication from and to senior leadership, employee demographics, an ever increasing diverse workforce, communication styles, social media, work life balance, and reverse mentoring. Increasingly, CEOs and business leaders crave robust dialogue and exchange of ideas which help propel their organizations toward excellence. This CEO Roundtable delivered! If you haven't yet attended such an event, we strongly encourage you to do so in the future. You won't be disappointed.


    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. 




  • April 18, 2014 7:37 PM | Theresa Boyce (Administrator)

    On Wednesday, April 16 Bob Lee passed away.  This is sad news and a significant loss.  He was a pioneer in coaching, a founder of Lee Hecht Harrison, author of multiple books, with a long list of accomplishments.  But he was also a compassionate, warm and engaging individual.  I appreciate that he was my colleague, mentor and a friend of the CEO Trust.  He left a legacy with each of us who knew him and particularly with those of us who benefited from his training or coaching.  For more information:  Bob Lee Obituary.  My condolences to Bob's family, friends and all who knew him. 

  • April 03, 2014 9:00 AM | Anonymous member

    If you weren’t able to attend the recent CEO Trust Webinar: Outthink the Competition presented by Mr. Kaihan Krippendorff, you really must visit the CEO Trust website for its replay.

    "Outthinkers" are entrepreneurs and corporate managers with a new playbook. Outthinkers see opportunities others ignore, challenge dogma others accept as truth, rally resources others cannot influence, and unleash new strategies that disrupt their markets. Business competition is undergoing a fundamental paradigm shift and you will want insight into that revolution. During the recent CEO Trust webinar, Mr. Kaihan Krippendorff (business strategist and popular Fast Company blogger) illustrated stories of businesses whose stunning performances defy traditional explanation and informed and inspired how to outthink the competition. Core concepts included: Discover the Eight Dimensions of Disruption, Play by the Outthinker Playbook, Adopt Five Habits of the Outthinker, Implement the Outthinker Process. 

    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 


  • April 02, 2014 7:42 PM | Theresa Boyce (Administrator)

    On March 19th in Darien, CEO Trustees and guests were treated to an engaging & informative presentation by author and dynamic keynote speaker Todd Cohen of Sales Leader LLC.  “Everyone’s In Sales: Building a Successful Sales Culture” took place at the stately Darien Community Association and was chaired by CEO Trustee Joe Tait, CIO of Lydall, Inc., who made opening comments and introduced our speaker.  With colorful anecdotes and real-world examples, Todd highlighted how to create sales culture, develop a professional Value Proposition, define your Virtual Sales Team™, and leverage your Relationship Portability Index™. 

     Salient points from his Sales Culture Presentation included:

    • Everyone is in sales and every single conversation is a selling moment. 
    • Building a sales culture costs nothing.  You don’t need to do anything different, but you need to think differently about what you do.
    • When someone asks “what do you do?” what they are really asking for is your “Value Proposition.”  In other words, “how does what you do impact your customer’s decision to say ‘yes’?” and “why should I engage with you?”  Important components of a quality Value Proposition include:
      • It should not contain your working title
      • It should be 6 words or less
      • It must be agnostic; in other words, it must be about you specifically, not your company
    • Five Steps to Creating a Strong Sales Culture
    1. Keep Sales TRANSPARENT – Every person in the organization should have a view into the customer, not just the sales team.
    2. Know how YOU impact the customer – Understand how what YOU do makes your customer say “yes.”
    3. Know how OTHERS in your organization impact the customer – Understand how what THEY do makes your customer say “yes.”
    4. Show others how they impact the customer – Help demonstrate to all others in your organization that they are in sales also.  Help them see how what they do matters and helps the customer say “yes.”
    5. Monetize “I don’t know what I don’t know” – Everyone in your organization has unique expertise.  Be willing to lean on others for their knowledge and experience. 
    • Building your Virtual Sales Team is about moving your connections up through the ladder of Relationship Portability.  All of your connections are in one of these stages:
    1. Reliable & available – contacts who know you and understand your Value Proposition.  This is where you want to move as many of your contacts as possible.
    2. Available but not reliable – these contacts may or may not get back to you when you reach out
    3. Neither reliable nor available – these are people who do not see you as part their business in any way
    4. Non existent – these are the people you have not yet met, but can quickly move to reliable & available once you connect with them

     Throughout the evening, Todd shared information, ideas, and best practices for building sales culture drawing on his research, expertise, and experience with individuals, teams, and corporations.  All on hand came away with concrete strategies for best selling themselves and their organizations. 

  • February 11, 2014 2:27 PM | Theresa Boyce (Administrator)

    Michael Useem, previous CEO Trust speaker, Wharton management professor and director of the school’s Center for Leadership and Change Management, recently posted a blog highlighting what he considers the biggest leadership insight from the Nadella appointment: “Unequivocally, the enormous interest in who is going to run Microsoft is indicative of how much of an impact one great CEO, or conversely a not-great CEO, can have on the fortunes of the company. Leadership, and how much difference it makes, is the vital point here," says Useem. 

  • February 10, 2014 2:28 PM | Theresa Boyce (Administrator)

    Just attended the Phila area roundtable discussion on Workplace of the Future, over 25 Chief/Senior Human Resource Officers discussed the concerns of today’s graduates and our current work force. Discussing the values and importance of technology, wellness programs and work environments.

    -- George Zauflik, CEO Trustee, SVP Compliance and Government Relations, Cardone Industries

  • February 10, 2014 9:06 AM | Anonymous member

    In a recent blog by CEO Trust Alliance Chuck Steege, president of SFG Wealth Planning Services, Inc., using an example based on his clients, addresses some of the questions regarding retirement and whether an individual has reached the point of financial independence.  Deciding when to retire may be one of the biggest financial decisions we face. 

    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. 

  • January 14, 2014 4:55 PM | Theresa Boyce (Administrator)

    In a fascinating article for Time Magazine Online, Dr. Jonathan Haidt, Author, NYU Stern Professor, TED Speaker, and previous CEO Trust speaker, discusses how your values, moral beliefs, and lifestyle are accurate determiners of your political affiliation.  Read the full article online and take Time's personality quiz to see how accurately your personality predicts your political beliefs.  


  • December 16, 2013 7:49 PM | Theresa Boyce (Administrator)

    EisnerAmper's recent blog says that as a company grows, there is often a need for capital. Many business owners want to know whether certain financing options can impede their ability to go public.  They suggest to carefully consider all financing options as you raise capital. Watch for the pitfalls of giving away too much control or ownership, and be careful not to adversely affect the future valuation of your company. 

    Art Drucker, Partner, EisnerAmper and CEO Trust Strategic Alliance