SUMMIT DASHBOARD MARCH 2024

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Program

Hear from leaders of the following companies:

Part A – 11:00A.M. ET – 11:30A.M. ET

Opening presentations set the stage for our CEO problem-solving work groups:

  • Joe Hart – CEO, Dale Carnegie Training
  • Ida Liu – Head of Citi Private Bank, Citi Bank
  • Gary J. Shapiro – President and CEO, Consumer Technology Association

  • Lisa Lutoff-Perlo – Vice Chairman, Royal Caribbean Group & Former CEO, Celebrity Cruises

  • James Keyes – Former CEO, Blockbuster and 7-11

Part B – 11:30A.M. ET – 12:30P.M. ET

Workgroup 1 – Business Transformation

  • Workgroup Leader: Dan Heffernan, Chief Growth Officer, Dale Carnegie
    • Ida Liu, Head of Citi Private Bank, Citi Bank
    • Jim Rowley, CEO, Crunch Fitness
    • Judith Curr, President & Publisher, HarperOne Group aka HarperCollins

Workgroup 2 – The Future of Innovation in Telecom

  • Workgroup Leader: Michael Weening, CEO, Calix
    • Gary Shapiro, CEO, CTA (CES)
    • Jennifer Robertson, President, AT&T Consumer
    • Kate Johnson, CEO, Lumen Tech

Workgroup 3 – The People Side of Strategy

  • Workgroup Leader: Jessica Skon, CEO, BTS
    • Steve Jones, CEO, Allied Universal
    • Dr. Joseph Cacchione, MD, CEO, Jefferson
    • Brittany Castillo, CEO, Ashbritt
    • Mike Alkire, CEO, Premier Inc.

Workgroup 4 – Building an Exceptional Culture

  • Workgroup Leader: Dr. David Rock, Co-Founder & CEO, NeuroLeadership Institute
    • Bill Burns, CEO, Zebra Technologies
    • Jamie Singleton, President, Signet Jewelers
    • Pete November, CEO, Ochsner Health

Workgroup 5 – The Role of Character & Reputation in Driving Global Success

  • Workgroup Leader: Kip Morse, President & CEO, International Association of Better Business Bureaus (BBB)
    • Alex Bombeck, CEO, North Highland
    • Lisa Lutoff-Perlo, Vice Chairman, Royal Caribbean Group
    • Charles Gibb, CEO, Fever-Tree N.A.
    • Jesse Stockwell, Co-Founder & Managing Partner, Optima Tax Relief

Workgroup 6 – Developing Agile Strategic Plans

  • Workgroup Leader: Laura B. Cardinal, Ph.D., Endowed Chair and Director, SmartState Center for Innovation + Commercialization, SC Innovates
    • Jim Keyes, Former CEO, Blockbuster & 7-11
    • Julie Caperton, Head, Wells Fargo, Private Bank
    • Joe Hart, CEO, Dale Carnegie

Part C – 12:30P.M. ET – 1:00P.M. ET

Part C

Our thought-leader facilitators summarize and present their workgroup’s solutions.