Print Page   |   Sign In   |   Register
2017 CEO Retreat Education

   

REGISTRATION SCHEDULE SPONSORSHIP
PROPOSAL EDUCATION SPECIAL EVENT

 

Education Session

The BISA 2017 CEO Retreat is designed for top CEOs of financial institutions in the bank insurance and securities industry. Attendees of the CEO Retreat will experience abundant time for networking and peer-learning in an interactive and academic environment. The event is the premier financial services industry event providing high-value information, education and exclusive networking opportunities to select industry CEOs. 


High-Performance Leadership & Respectful Communication

Thursday, June 8

9:00 AM - 4:00 PM

 

Susan Lucia Annunzio, President and Chief Executive Officer

The Center for High Performance (CfHP)

The University of Chicago Booth School of Business

  

Susan Lucia Annunzio is President and Chief Executive Officer of The Center for High Performance (CfHP). She is a strategic advisor to CEOs of leading global companies on strategy attainment and business transformation. Susan partners with senior executives to increase their ability to simplify complex strategic decisions through enhanced collaboration and creativity. She is a globally recognized speaker and thought leader on shaping and maintaining high-performance business environments. She has a strong track record helping leaders maximize returns on strategic, financial, and human capital investments.

Previously, Susan ran the research-based high performance consulting subsidiary of Hudson Highland Group, Inc., a leading international professional staffing and talent management solutions firm. Under her direction, Hudson Highland completed the most comprehensive global study of knowledge workers ever conducted regarding the factors that accelerate or stifle high performance. Susan has presented on this study at such prestigious venues as the World Economic Forum, the International Conference on Knowledge, Culture and Change at the University of Greenwich, and Vacature’s 2004 “Talent Economy” launch event in Belgium.

Ms. Annunzio has taught in Executive Education courses at The University of Chicago Booth School of Business since 2000. She currently teaches one of the most popular Executive Education programs: High Performance Leadership. She has been a guest lecturer at INSEAD business school in Fontainebleau, France, Kellogg Graduate School of Management, and Instituto Empressa in Madrid. She also has taught at General Electric’s Crotonville Corporate Training Center.

Ms. Annunzio is the author of Contagious Success (Portfolio, 2004), a dynamic management book that revealed a global standard for high performance. Contagious Success was voted Fast Company’s Readers’ Choice selection in January 2005. Additionally, Susan authored two more prominent business books: Communicoding (Fine, 1990; Penguin USA, 1991) and Evolutionary Leadership (Simon & Schuster, 2001; Fireside, 2002).

High-Performance Leadership & Respectful Communication Session Description:

The purpose of this session is to outline the tenets of High-Performance Leadership. BISA members will examine how the new rules of competition are evolving, the reasons why business landscape is changing, and what the leadership challenges and ramifications are moving forward. In the session faculty will discuss the results of the global research on high performance, the importance of the high-performance environment and the leader’s role in encouraging high performance. BISA members will also learn the steps of  respectful communication including  assuming good intent and smart thinking  and asking questions. During the session, BISA members will learn how to apply these steps and be given time to practice with each other.  The session incorporates videos, exercises and group discussion creating a highly engaging experience.


Leading with Innovative and Entrepreneurial Thinking

Friday, June 9
9:00 AM - 12:00 PM

 

Gregory D. Bunch

Adjunct Professor of Entrepreneurship

The University of Chicago Booth School of Business

   

Greg Bunch draws on a wealth of experience as an entrepreneur, manager, consultant, alderman, and teacher. He is the founder of Masterplan International Corporation, a strategy consulting firm. He was also a partner at Brandtrust, a brand strategy consultancy.

Greg is a co-founder of Oration, a software start-up in the Bay Area. Oration provides large self-insured employers and their employees with an easy-to-use interface to obtain healthcare commodities such as drugs and durable medical equipment at the lowest prices.

He works with Fortune 50 companies, family businesses and start-ups in the areas of innovation and strategy. He has worked with a broad array of companies including Abbott Labs, American Express, Danaher, Dover, ETS, Harley-Davidson, Hewlett-Packard, Kimberly-Clark, McDonalds, PepsiCo and Yum! Brands. He has served on corporate boards for financial services, healthcare, retail, franchising and marketing firms.

Greg was an alderman in the City of West Chicago, serving on the infrastructure, public safety and development committees.

Greg has lectured nationally and internationally on topics related to strategy, creating customers, and innovation. He earned a bachelor's degree from Wheaton College in philosophy and a MDiv from Harvard University.

Leading with Innovative and Entrepreneurial Thinking Session Description:

Too often, executives over rely on their experience and patterns of thinking that have been successful for them in the past. In a completely static environment, this might allow them to continue to make good decisions, but the business environment is changing rapidly and becoming increasingly complex. What worked in the past, won’t always work in the future. Executives must constantly scan the environment, seek out alternative perspectives, and consider innovative approaches. BISA members will learn tools that will help them develop and evaluate new business ideas. This session will build a series of models of success and failure in the world of entrepreneurial business ideas through case analysis. The goal is to develop an unconscious common sense for strategic thinking to uncover groundbreaking ideas.

Click here to access pre-reading assignments for those that register for the classroom. Please reach each of these cases before the program. If you need to prioritize your time before the program begins, please read the following two case studies, as they are required:
The United Case Study
Head Ski Company, Inc. Case Study

   

Industry Education Session

Wealth Management Megatrends A Strategic Review

Thursday, June 8

7:55 AM - 8:25 AM

 

Marshall Levin

Partner

Beacon Strategies, LLC

   

Marshall Levin is a Partner at Beacon Strategies, LLC.  He has more than 35 years of strategy & product development experience across the financial services spectrum. He has created significant business value in consumer credit, retail brokerage, institutional trading, securities clearing, and both life and health insurance. Marshall’s experience ranges from profit and loss responsibility within Fortune 100 settings to C-Level responsibility for start-ups/new ventures.


At Beacon, he focuses on the convergence of business strategy and technology; helping clients to create competitive advantage.  Marshall holds an AB from Franklin & Marshall College, an  MBA from NYU’s Stern School of Business.

Wealth Management Megatrends A Strategic Review Session Description:

There are eight pervasive megatrends that are shaping wealth management business
strategy. What are these trends and their implications? How is technology influencing
these trends and how will technology be successfully exploited?

Insight – What CEOs Need to Lead Change

Friday, June 9

8:25 AM - 8:55 AM

 

Walt Gerano

Sales Development Officer

Anthony Cole Training Group

 

Since 1991, Anthony Cole Training Group has specialized in Sales Talent Acquisition and Development for banking, insurance and financial services companies. Walt Gerano has been coaching insurance and banking leaders for 21 years on how to create a sales managed environment that produces consistent and predictable sales results.  Walt also works with clients on hiring better salespeople using ACTG’s tested and effective approach to identifying, interviewing and hiring salespeople who can and will sell. With its dedicated focus on helping financial firms grow, ACTG has become the Financial Industry’s Source for Revenue Growth

 

Insight – What CEOs Need to Lead Change Session Description:

 

Why does a financial organization with more than 100 consecutive quarters of profitability seek to transform?  Their rapid growth created an inconsistent sales and sales management process which was not a sustainable sales infrastructure for long term growth.  This Case Study discussion will help attendees better understand the importance of a Root Cause Analysis - objective and clarifying insights to help managers improve skill, change behavior and manage for growth more effectively.

 

    Latest News
    more Calendar
    Association Management Software Powered by YourMembership  ::  Legal