12:00–1:00 p.m. Networking Lunch
1:30–4:00 p.m. Disc Golf - Amesbury Pines Disc Golf Course
4:30 p.m. Arrival And Check-In At Wentworth By The Sea
5:00–7:30 p.m. Shipyard Brewing Co. Beer Tasting And Cocktail Reception - Wentworth By The Sea, Lower Poolside
7:30 p.m. Dinner - Wentworth Dining Room
7:30–8:00 a.m. Breakfast Buffet
8:00–8:30 a.m. Welcome And Introductions
8:30–8:40 a.m. Morning Break
8:40–9:25 a.m. Economic Trends, Global And Domestic: Data, Predictions, Relevance
Join Thomas Fay, Regional President for BNY Mellon in a repeat performance that draws on his 25 years of experience in banking strategy, investment solutions, managing trusts and planning and development of investment growth. A Q&A session will give you the opportunity to ask your own pressing questions about the economic outlook.
9:25–10:05 a.m. Experience Brands And The Evolution Of Marketing - But how can brands create digital experiences that stand out, and that are truly special and memorable, to achieve differentiation in a crowded space?
Josh McCall, CEO of InterPublic Group’s Jack Morton, explains his success in leading an organization that harnesses the power of digital to create experiences that make people love brands.
10:05–10:20 a.m. Networking Break
10:20–10:50 a.m. IT Trends Every CEO Should Know - We welcome Stuart Williams, Software Practice Director for Technology Business Research (TBR), for an overview of trends in today’s IT marketplace that stand to impact business as usual.
10:50–11:20 a.m. Digital Dos And Don'ts: What We Know Now - “Digital” just never seems to fade away from the top of the priority list, and still many CEOs struggle to make sense of what digital means for the way they do business. We’ll hear from Robert Collins, Content and Digital Strategy Director, Beehive Media, about the questions you absolutely must be asking yourself to avoid the pitfalls of digital, and more importantly, to capitalize on your digital opportunity.
11:20 a.m.–12:00 p.m. Morning Roundtables - Gather with your peers and the morning speaker of your choice to further discuss their ideas around digital and trends in IT.
12:00.–1:00 p.m. Networking Lunch
1:00–2:00 p.m. Tools For Hiring The Right Team - Even the best CEOs struggle to find and hire people aligned with the culture and motivated to succeed under pressure. In this session, we’ll hear from Teri Kinsella, a Senior Consultant for the firm PI Midtlantic and expert in the Predictive Index methodology, about the profiling tools CEOs are successfully using to hire winning teams. Following Teri’s introduction, we’ll welcome a distinguished panel of CEOs to the stage to discuss their own successes and challenges with using tools like the Predictive Index, Hogan, Berkman and Disc to build their teams. Panelists include David MacKeen, CEO, Eliassen Group; Brian O’Donnell, President and CEO, A.W. Chesterton Co.; and Jason Carlson, President and CEO, QD Vision.
2:00–2:10 p.m. Networking Break
2:10–2:40 p.m. Innovating For Business Success - Join Heather Andrus, Chief Innovation Officer at the innovation consultancy Altitude, Inc. for a thought-provoking conversation about what it means to be innovative today. Heather will explain how innovation processes can help you define your goals, differentiate from competitors, and offer solutions that are wholly relevant to customers.
2:40–3:20 p.m. Afternoon Roundtables - Gather with your peers and the speaker of your choice to further discuss their ideas around hiring tools or innovation process.
3:20–3:40 p.m. Open Networking - Use this time to meet peers and exchange ideas from the day.
4:10–4:30 p.m. CEO Of The Year Awards - Who tops the list as the most effective and successful CEOs this year? Our minister of ceremonies, Melissa Raffoni, will announce the CEO of the Year for each of our peer groups.
4:30–4:55 p.m. Retreat Key Takeaways Discussion
4:55–5:25 p.m. Closing Remarks And Evaluation - We’ll briefly summarize the day, and collect your feedback on how we can continue to make the annual retreat the best investment of your time.
Heather Andrus, Chief Innovation Officer, Altitude, Inc.
Heather is the Chief Innovation Officer at Altitude, Inc. She views innovation as a process of creating exceptional value for businesses through a focused combination of creative and analytical thinking of cross functional teams. Heather has over 20 years of experience in a wide variety of disciplines including UI development, business operations, mechanical engineering, product design and psychology, Heather is able to leverage the strengths of both analytical and creative team members to achieve superior business outcomes that speak to consumers at a deeply emotional level. Heather gets charged by seeing a project launched and in the hands of consumers, adding dimension to their lives. With experience in multiple disciplines, including product design, psychology, UI development, mechanical engineering, and business operations, she has insights into each aspect of the development process. Heather has worked with scientists to commercialize technology in R&D environments, spent extensive time ramping products in China, and developed global product offerings. In addition to her consulting and corporate work, Heather is also an educator. She has taught at Stanford, MIT, the California College of Arts, and Olin College of Engineering.Heather holds a Bachelor of Science, Computer Science and Engineering, Massachusetts Institute of Technology and a Master of Engineering in Product Design, Stanford University.
Robert Collins, Digital Strategy and Content Director, Beehive Media
Robert Collins has over 18 years of digital, marketing, social business, content creation, community management experience and currently manages the content and digital practice with Beehive Media. Working with global brands, influential knowledge organizations and visionary start-ups, Robert helps capture and extend the brand experience of companies, building communities, awareness, movements resulting in greater market momentum, sales opportunities and industry influence. Noted as one the leading Social Business influencers, Robert is also the host and producer of Social Media Breakfast, recognized by The Boston Globe as one of the Top Networking Forums with guest lecturers sharing and exploring the new era of digital communications.
Thomas Fay,CPA, Regional President, BNY Mellon Wealth Management
As Regional President, Tom leads all activities for the Rhode Island Region of BNY Mellon Wealth Management. In his role he is responsible for overseeing the complete wealth management experience including investment management, banking and planning solutions. He brings more than 25 years of experience in creating and implementing investment strategies and comprehensive wealth management solutions.Prior to joining BNY Mellon, Tom was CIO and Head of Citizens Private Banking and Trust where he built out the wealth management group, headed up investment strategy, administration and sales. Prior to Citizens, Tom spent more than 17 years with Bank of America as a Portfolio Manager and Senior Investment Executive, driving wealth management strategy and solutions for high net worth and institutional clients. Tom received his Bachelors Degree in Finance from Boston College and his Masters in Business Administration from University of Rhode Island. He is a Chartered Financial Analyst and member of the Boston and Providence Society of Financial Analysts and serves on several boardswithin the State of Rhode Island including the State Investment Commission, Boys and Girls Clubs of Providence, Providence Performing Arts Center and St. Luke Church Finance Committee.
Teri Kinsella, Senior Consultant, PI Midatlantic
Teri began her relationship with PI Worldwide in 2003 when, as a marketing consultant, she was hired to do a complete re-branding of the company. After working with the company for several years, Teri was intrigued by the effectiveness of PI and joined PI Midlantic in 2009. Formerly, Teri owned Kinsella Marketing offering comprehensive brand development, marketing strategy and marketing services to a wide variety of B2B and B2C clients. Teri spent seven years with Reebok International ultimately becoming Director of Advertising for the Men’s division where she was responsible for a $50 million advertising budget for the Reebok brand and eight athletic footwear categories. Teri loves to run, read, travel and cook big meals for family and friends. She lives in Rockville, MD with her husband Tim and their sons Cole, James and Devin.
Josh McCall, President and Chief Executive Officer, Jack Morton Worldwide
As Chairman & CEO of Jack Morton Worldwide, Josh’s vision for the agency is “to foster an ideas-led culture that creates the world’s most powerful and engaging brand experiences, and to help our clients build the world’s most talked-about experience brands.” Josh became CEO in March 2003 and added the title of Chairman in 2007. Under his leadership, Jack Morton has invested in its core offerings to help launch products and brands; engage customers and consumers; and align employees and sales channels. Through his stewardship, the agency has grown globally, with offices in the US, UK, Australia, China and the Middle East and has invested in enhanced planning, measurement and digital capabilities. During his tenure the agency has elevated its creative talent, winning dozens of awards from industry bodies including the Cannes Lions, Effies, Stevies, EX Awards and Webby Awards. Josh is a graduate of the University of Pennsylvania and serves on the board of City Year Boston, a national youth service corps.
Stuart Williams, Software Practice Director, Technology Business Research
Stuart Williams manages TBR’s software practice. In addition to leading TBR’s enterprise software coverage, Stuart is responsible for key client relationships and project delivery. Clients range from industry vendors to Global 2000 end-users and the financial industry. Stuart covers the enterprise software sector, including packaged and cloud services vendors, providing customer and market research, strategic assessments, corporate performance evaluations, and revenue, cost and profitability modeling, as well as overall trend and business model analysis on the software industry. He has experience in various technology segments, including open source, cloud computing, applications, middleware, appliances, software standards, software support and software services. Stuart receives frequent attribution in numerous technology industry and business publications, such as InformationWeek, The Boston Globe, The Wall Street Journal and BusinessWeek. Stuart holds an M.S. in Management of Technology from the University of New Hampshire, Whittemore School of Business and Economics.
