Evening - Day 0 (CEOs Only)
6:00 pm - Cocktail Reception
6:45 pm - Welcome and Opening Remarks - Mark Fenner
7:00 pm - The Art of the Possible - Phil Miner - Grew a lifestyle business in New Braunfels, TX from lifestyle business to 1,900 employees and more than $500 million in revenues before exiting for more than 1 times revenue.
7:15 pm - Dinner
8:30 pm - Program - Role of CEO (Strategy, Culture/Team and Financial Performance), The Mindset of a Scale Up (the art of the possible) and End Game (Maximizing exit value)
9:30 pm - Adjourn
Day 1
8:30 am - Introductions and Program Overview
9:00 am - Cash
- The customer funded business model - How to develop a business model that reduces your reliance on outside financing.
- The Seven Financial Levers Management can Control. Implementing the Power of One to improve profits, cash and enterprise value.
- The Ultimate Scoreboard. Developing your Financial Dashboard.
- Leveraging Advanced Analytics and Gamification
12:00 pm - Lunch
1:00 pm - Strategy
- Envisioned Future - Vivid Vision and BHAG
- The Core - Core Purpose, Core Competencies and Economic Engine.
- Core Customer. Niche, Core Customer Selection, Customer Analysis
- Creating Momentum - Designing your flywheel, your virtuous cycle of success.
- X-Factor - Your 10-x Competitive Advantage
- Brand Promises, Brand Promise KPIs and Differentiated Activities
- Your 3-5 Year Strategy - Targets and Key Thrusts/Capabilities
5:00 pm - Adjourn
6:00 pm - Group Dinners - Attendees will be grouped in the following configurations to facilitate networking.
- CEOs
- CFOs
- HR
- Operations
- Sales and marketing
Day 2
8:00 am - People
- Clock Building vs Time Telling - How to build a multigenerational business.
- Getting the right people doing the right things right (Functional Accountabilities)
- Accountability Framework - Driving down decision making, problem solving and ownership
- Documenting your Prospect to Cash Process to go from me to we
- Hiring - Attracting and Hiring A-Players
- Leadership - The framework for developing your next leaders
12:00 pm - Lunch
1:00 pm - Execution
- Mastering the Rockefeller Habits
- Annual Initiatives, Quarterly Rocks and Priorities
- Dashboards - Measure what matters
- Meeting Rhythms - When, what and how long.
- 90-Day Race - How to leverage
- Finish Lines, Fun and Rewards
4:00 pm - Communicating the Plan
5:00 pm - Adjourn