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Tuesday, October 24
11:00 a.m. - Lunch at the Seaport Hotel
1 Seaport Lane, Boston, MA 02210
Come a few minutes early, grab a bite, and find your seat!
11:30 – 11:45 a.m. - Opening Remarks
Settle in for an afternoon of stimulating content and conversation as we introduce our agenda and review objectives for our annual retreat. Learn about our Slack members channel, members directory, and this year’s competition.
Speaker: Gordie Spater, CEO, Katahdin Group & Amy Black, Director of Marketing
11:45 – 12:20 p.m. - Introductions
The power of the network is real. Given the increased number of new members in the network this last year, we’ll go around the room to hear each of you as you introduce yourself. Give us your name, your company, and your favorite place you ever visited.
Facilitator: Erin Mullen, Managing Partner, Katahdin Group
12:20 – 1:00 p.m - Exit Story - One CEO’s journey to a successful exit, including the twists and turns of the deal. Facilitated discussion including Q & A with the attorney that helped to make it happen.
Speaker: Stu Benton, CEO, Bradford Soaps
Facilitated Discussion:
Facilitator: Mark Goldstein, Senior Strategic Facilitator, Katahdin Group
1:00 – 1:20 p.m. - Networking Break and Group Photo
1:20– 2:00 p.m - High Potential Talent: Best practices to developing a high potential program - The importance and best practices to identify, develop, and retain high potential individuals in your organization in the current business environment.
Panelists:
Facilitator: Brian O’Donnell, Senior Strategic Facilitator, Katahdin Group
2:00 – 2:40 p.m - Generative AI - Insights and examples of businesses using AI to enhance productivity and efficiency today as well as how they’re thinking about it for the future.
Panelists:
Facilitator: Vic Odryna, Strategic Facilitator, Katahdin Group
2:40 – 3:00 p.m. - Break with Snack
3:00 – 3:40 p.m. - What Your Executive Team is Seeking: Examples of Key Executives that work well with their CEO and C-suite team, as well as some examples of CEOs that enable and empower those on their leadership team to thrive.
Panelists:
Facilitator: Cliff Rotenberg, Strategic Facilitator, Katahdin Group
3:40 – 5:10 p.m. - Leading Change Workshop: Based on the Book Immunity to Change - Nurturing Positive Business Growth and Change. Using a combination of cultural anthropology and organizational learning, systems thinking, leadership development, culture, and community building to drive positive business and human outcomes.
Presentation & Activity
Speakers:
Facilitator: Gordie Spater, CEO, Katahdin Group
5: – 5:15 p.m. - Summary/Check-Out: End the day with a quick check out on the retreat: Insights gained, action items to implement, and whom to connect with in the network, on the boat.
Facilitator: Roger Keene, Strategic Facilitator, Katahdin Group
5:15 – 5:45 p.m. - Check-In to the Seaport Hotel
Bring your bag up to your room, freshen up
5:45 p.m. Meet in the Seaport Hotel Lobby for departure on a bus to our boat cruise. Check your messages in the app for a list of the three people you want to connect with. Don’t be late!
6:00 – 8:00 p.m. - Dinner Cruise with Your Peers: Join us for a nautical journey as we sightsee Boston at sunset and enjoy dinner and drinks on Boston’s classic yacht, Northern Lights, inspired by the New England commuter yachts of the roaring 20s.
Wednesday, October 25
7:30 – 8:00 a.m. - Meditation and Movement Practice
Through meditation and gentle movement with breath, you can counter stress and calm the nervous system. In this gentle morning practice, Amy will lead you through some qigong movement meditation. This is a practice that can be done in your retreat clothing.
Speaker: Amy Black, Marketing Director, Katahdin Group & Mindfulness Teacher at Vanderbilt University Medical Center
8:00 – 8:30 a.m. - Breakfast – All-American Buffet
8:30 – 8:45 a.m. - Opening Remarks
Slept on thoughts? We’ll go through our objectives for the day and offer time to reflect on your most exciting connection and what you learned so far.
Speaker: Gordie Spater, CEO, Katahdin Group
8:45 – 9:30 a.m. - Leading Change with Paul Pinto
Further thoughts and insights about how to integrate this method in an effort to create shared experiences with your teams that produce dynamic learning cultures, nurture generative growth, and reach positive business and human outcomes.
Facilitator: Gordie Spater, CEO, Katahdin Group
9:30 – 10:15 a.m. - Economy Insights - What is going on in the economy and who is doing well? The future outlook for the private market/PE and the impacts of interest rates (up, down, and sideways) will be discussed.
Speaker: Stephen Jury, Managing Director, J.P. Morgan Chase Private Bank and Global Economy Strategist
Facilitator: David Cohen, Strategic Facilitator, Katahdin Group & Derek Mohamed, Managing Director, Private Wealth Advisor, The Mohamed Merola Team, J.P. Morgan Wealth Management
10:15 – 10:30 a.m. - Networking Break
10:30 – 11:15 a.m. - Perspectives on Valuations: Let’s hear about some of the key drivers of valuation, both up and down, in this current environment. The goal is to provide some concrete focus areas for the CEOs in the group.
Panelists:
Facilitator: Mark Hatton, Strategic Facilitator, Katahdin Group
11:15 – 11:45 a.m. - 2023 CEO & Key Executives of the Year Awards
11:45 – 12:00 p.m. - Summary and Check-Out
Insights gained, action items to implement, and whom 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: Gordie Spater, CEO, Katahdin Group
