B2B Executive Summit Agenda
Preliminary Agenda
*Dress for all activities is Business Casual
6:30 – 9:30 pm Welcome Reception/Dinner in the Hotel
Stop by at your leisure to meet fellow attendees and hosts.
An open bar and heavy hors d’oeuvres will be provided.
7:30 – 8:15 am............. Buffet breakfast in the hotel
8:15 – 8:45 am............. Welcome and Introductions
Rob Urbanowicz, Principal and Vice President, Client Services (Geehan Group)
8:45 – 9:00 am............. Opening Remarks (what to expect)
Sean Geehan, CEO and Founder (Geehan Group)
9:00 – 10:10 am............ Blueprint to Exponential Growth
David Thomson, Author of Blueprint to a Billion and Mastering the 7 Essentials
David uncovers why even great leaders fail to build exceptional growth companies. Learn about the latest techniques on balancing risk and reward, leveraging partners and marquee customers, out-innovating the competition, creating breakthrough value propositions, and balancing performance with a great place to work.
10:10 – 10:30 am.......... Refreshment Break
10:30 am – Noon ......... Winning with an Outside-In Strategy
Sean Geehan & Tom Webster, GM US Operations (iTrade Network)
Referencing his groundbreaking book, The B2B Executive Playbook, Sean Geehan will describe the key principles used to develop an Outside-In strategy through leveraging strategic relationships that yield market dominating and profitable growth results. Tom will illustrate how Intesource successfully applied these principles and the difference it has made in their financial performance and competitive advantage.
Noon – 1:00 pm........... Lunch
1:00 – 2:00 pm............. Roundtable Discussions – Creating an Action Plan for Sustainable, Predictable, Profitable Growth
Rob Urbanowicz
Bring your completed scorecard to the Summit. Following the B2B Playbook discussion you will join your peers in a dialogue about sustainable, predictable profitable growth. Share your areas of strength and hear ideas to fill performance gaps.
2:00 – 3:00 pm............. Breakout Sessions
Rapid Growth 911
Jerry Mills, CEO/Founder (B2B CFO), Samir Bagga, VP Marketing (HCL) &
Margie Traylor, CEO (Sitewire & The Whale Hunters)
Is everyone in running around with their hair on fire 24/7? Is your company growing crazy-fast? Learn best practices from B2BCFO, an Inc 5000 member; HCL, who is projecting to grow from $3B to $6B in the next 3 years; and SiteWire, who has seen exponential growth over the last 10 years. Discover how they are securing the right people, programs and processes to scale the business quickly and avoiding growth pitfalls.
Proving and Commanding Exponential ROI
Jeff Garrity, CFO (NCR) & Tom Baird, CEO (AppSmyth)
Learn how organizations separate from the pack to achieve exponential returns on acquisition, development and marketing investments. Using the Blueprint as a foundation, participants will discuss the unique set of factors that maximize shareholder value and calculate what the potential return would be to their company’s value/share price if they looked like a Blueprint Company.
3:00 – 3:15 pm............. Refreshment Break
3:15 – 4:15 pm............. From the Eye of the Storm – What I’ve Learned About Growth and Change
Joe Morgan, CEO (Standard Register)
If you’ve been in business for more than a few years, you are likely to have encountered some form of change and transformation (technology, regulation, and globalization). Hear the story and lessons Joe has experienced as the CEO of a long-standing company in a highly transforming industry.
4:15 – 4:30 pm............. Day 1 Summary
6:00 – 9:30 pm............. Fun Interactive Cooking Experience
7:30 – 8:30 am............. Buffet breakfast in the hotel
8:30 – 8:45 am............. Welcome Back
8:45 – 10:10 am............ Key Truths to Transformational Leadership
Peter Luongo, Author of The 10 Truths About Leadership
What distinguishes a good strategy from a great one is execution. In this interactive keynote, Pete Luongo provides an understandable and virtually guaranteed plan for improvement and achievement. His straightforward advice is based on data and hard earned experience as a CEO changing behaviors and results.
10:10 – 10:30am........... Refreshment Break
10:30 – 11:30 am.......... Breakout Sessions
Internal Buy-In: Creating a Coalition for Change
Jeff Tinker, SVP (Wells Fargo) & Greg Jorgensen, CMO (VeriSign)
Change and transformation start at the top, but it doesn’t stop there. In this session you’ll learn the key roles necessary for the entire team to lead market driven change.
10:30 – 11:30 am.......... Breakout Sessions (continued)
Challenging and Evolving Your Business Model
Syed Hasan, President, STM Sales (Springer) & Laura Ramos, VP (Xerox)
Disruptive technologies have made countless products and services irrelevant and trashed long-standing business models. This session will describe ways to ensure your offerings and business models stay ahead of the curve. You’ll see steps others have taken to navigate and capitalize on changing markets.
11:30 am – 12:30 pm ... Panel Discussion – Bringing It All Together
Joe Morgan, CEO (Standard Register), Mark O’Bryan, SVP Strategy and CIO (Smurfit-Stone) & Dee Rambeau, VP Product Advisory Group (PR Newswire)
Join leaders from different industries to discuss key trends affecting how we market, sell, and service customers, as well as achieve successful transformational goals.
12:30 – 12:45 pm.......... Wrap-Up
12:45 – 1:30 pm........... Lunch
