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2019
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award winners
Gordie Spater, Kurgo
David Cohen, Firestone Financial
David MacKeen, Eliassen Group
Retreat Agenda

October 2, 2019

3:00 p.m.    Check-In at Wentworth by the Sea

6:00 – 7:30 p.m.  Cocktail Reception at Latitudes SKY Bar, Poolside - Join your peers for cocktails and networking in an intimate setting at the hotel’s signature pool bar.

7:45 – 9:15 p.m.  Dinner in the Garden Ball Room at the Main Hotel, Wentworth by the Sea

9:15 – 10:30 p.m.  Cornhole Tournament adjacent to the Garden Ball Room - It’s been called many things: Corn toss, bean bag, bean toss, soft horseshoes, sack toss, Indiana horseshoes,   but to many of us who enjoy spending time outside with family and friends, the game is passionately referred to as Cornhole. Welcome to The Raffoni Group Invitational Cornhole Tournament. We’ll pick the teams!


October 3, 2019

7:15 – 8:00 a.m. -  Mindfulness Does a Company Good: Morning presentation on corporate meditation and brief practice - Meditating has been scientifically proven to have an impact on   leadership and overall employee productivity. Join us as we review some of the well-known companies that have meditation programs, as well as easy tips for you to implement them in your own daily practice or business. Followed by short meditation practice.

Speaker: Amy Black, Marketing Director, The Raffoni Group & Mindfulness Teacher at Vanderbilt Medical Center

7:45 - 8:15 a.m.  - Breakfast – All American Buffet

8:15 – 8:30 a.m. -  Opening Remarks - Settle in for a day of stimulating content and conversation as we introduce our agenda and review objectives for our annual retreat.

Speaker: Melissa Raffoni, Founder and CEO, The Raffoni Group

8:30 – 9:15 a.m. - Roundtable CEO Introductions

The power of the network is real. Given the increased new membership in the last two years at Raffoni, we’ll go around the room to hear each of you as you introduce yourself. Give your elevator pitch and let us know one accomplishment that you are proud of (we know there are many!). Don’t forget to write down the names of three CEOs you would like to connect with.

Facilitator: Erin Mullen, Director, Client Development and Operations

9:15 – 9:45 a.m. - CEO Success Story: Exploring paths to growth and increased enterprise value

Distinguished CEO, Gordie Spater, will share his growth story, including Kurgo’s trajectory, the path he followed and how he balanced growth while protecting the core. Whether your intent is to grow organically, by acquisition, or by pivoting your business, Gordie will provide relevant insight to help you make the right decision.

CEO Speaker: Gordie Spater, CEO, Kurgo

Facilitator:  Steve Munroe, The Raffoni Group

9:45 – 10:00 a.m.  - Networking Break

10:00 – 10:30 a.m. - CEO Panel: Lessons learned from CEOs who have navigated the turbulent waters of acquiring for growth, both large and small deals. There are various scenarios in this chosen CEO group with lots of lessons earned.

CEO Panelists:

  • Dave MacKeen, CEO, Eliassen Group
  • Mark Stoever, CEO, 2020 Spaces
  • Chad Sumner, CEO, SumCo
  • Chris Pisapia, CEO, Verndale

Facilitator: Mark Goldstein, The Raffoni Group

10:35 – 11:20 a.m. - CEO Panel: Various strategies for funding growth and what you should know about each -  Lessons learned from our CEO network.

CEO Participants:

  • Matt Crowley, CEO, Vesper
  •  Chris Hobson, CEO, Rare Beauty Brands
  •  Frank Weishaupt, CEO, Owl Labs
  •  Peter Bransfield, CEO, RYPOS
  •  Dave MacKeen, CEO, Eliassen Group
  •  Gordie Spater, CEO, Kurgo
  •  Melissa Gordon, CEO, Gordon Logistics

Facilitator: Brian O’Donnell, The Raffoni Group

11:20 – 11:45 a.m. -  CEO of the Year Awards

Facilitator: Melissa Raffoni

11:45 – 12:15 p.m. -  Lunch and Networking

12:15 – 1:15 p.m. - CEO Presentations: Six emerging, fast growth companies to watch. New models, new ways to market emerging products and services.

 CEO Presenters:

  • Frank Weishaupt, CEO, Owl Labs
  •  Ameet Kallarackal, CEO, Fisherman
  •  Alexis McLaughlin, CEO, 2020 Onsite
  •  Matt Crowley, CEO, Vesper
  •  Chris Vickers, CEO, STARC Systems
  •  Chris Hobson, CEO, Rare Beauty Brands

Facilitator: Caroline Ren, Partner Program Director, The Raffoni Group

1:15 – 1:30 p.m.  - Networking Break

1:30 – 2:05 p.m. - CEO Topic Share: Sales Lessons Learned

 CEO Members:

  • Caryl Capeci, CEO, Chow Tai Fook North America
  •  Jason Maxwell, CEO, MP
  •  Chris Vickers, CEO, STARC Systems
  •  Stu Benton, CEO, Bradford Soaps
  •  Collin Earnst, CEO, LearnWell

Facilitator: Roger Keene, The Raffoni Group

2:05 – 2:40 p.m. - CEO Topic Share: Taking on a New CEO Gig

Whether you are new to the seat, taking on a new role or hiring your successor – things to   focus on when signing up and in the first year

CEO Members:

  • Collin Earnst, CEO, LearnWell
  •  Frank Weishaupt, CEO, Owl Labs  
  •  Ken Otto, CEO, Spaulding Composites
  •  Chris Barlow, CEO, RSI
  •  Matt Crowley, CEO, Vesper

Facilitator: Melissa Raffoni

2:55 – 3:25 p.m. - CEO Fishbowl

We’ll look into the ‘fishbowl’ while our selected CEOs discuss how they are preparing for what is to come. Whether thinking about China and tariffs, ever changing regulations and/or administration changes. Hear from some who have been there and done that and some who have some clever ideas as to how to steer ahead.

CEO Members:

  •  Peter Bransfield, CEO, RYPOS
  •  Stu Benton, CEO, Bradford Soaps
  •  Dave MacKeen, CEO, Eliassen Group
  •  Gordie Spater, CEO, Kurgo
  •  Matt Crowley, CEO, Vesper
  •  Frank Weishaupt, CEO, Owl Labs
  •  David Cohen, Former CEO, Firestone Financial
  •  Caryl Capeci, CEO, Chow Tai Fook North America

Facilitator: Brian O’Donnell

3:30 – 4:00 p.m. - Building Your Winning Organization: Recruiting strategies to win the talent war - How to get the best leaders to line up and work for you!

 CEO Panelists:

  •  Caryl Capeci, CEO, Chow Tai Fook North America
  •  Frank Weishaupt, CEO, Owl Labs
  •  Dave MacKeen, CEO, Eliassen Group
  •  Peter Bransfield, CEO, RYPOS

Facilitator: Melissa Raffoni

4:00 – 5:00 p.m. - Summary/Check Out and Evaluations

Insights gained, action items to implement, and who to connect with in the network, following the retreat. We will also collect your feedback on how we can continue to make our Annual CEO Retreat the best investment of your time. We are all ears.

Facilitator: Melissa Raffoni