Print Page   |   Sign In   |   Register
2020 CEO Retreat Education

 

SCHEDULE REGISTRATION EDUCATION
SPECIAL EVENTS ACCOMMODATIONS SPONSORSHIP

 

 

Education Sessions

 

The BISA 2020 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. 

Session materials are available under their respective session headings.

 

September 15, 2020

Event

Background/Reason for inclusion

8:00-8:30 AM

Program Kick-Off – BISA Lead & TLDG Senior Advisor (TBD)

  • Provides context for the program
  • Initiates a relationship with leaders who have reached the highest levels of military service
  • Reinforces program design relative to client objectives and expectations in order to set the foundation for how individuals will execute on desired outcomes beyond the West Point experience

8:30-11:30 AM

Applied Academics: Building a Leader Culture – TLDG Faculty (TBD)

  • Examine leader development and culture and the linkage between them
  • Explore the unique elements of West Point’s culture and how it supports the execution of its strategy and mission
  • Discuss the leader’s role in establishing and sustaining

    a leader culture

  • Identify critical activities necessary to foster an organization focused on leadership and apply concepts to BISA leaders

11:30-1:00 PM

Lunch at MacArthur’s Restaurant/West Point Visitor’s Center (on your own)

 

1:00-5:00 PM

Experiential Session: West Point Staff Ride and Leadership Experience - TLDG Faculty (TBD)

  • Participants are guided around some of West Point’s most famous and legendary sites to experience the leadership lessons of American history and heritage by taking a trip back in time with an accomplished historian
  • The walk-about includes brief case studies of leadership that occurred at West Point, as seen through the lens of key historical figures, including Benedict Arnold, George Washington, Louis De La Radiere, Thomas Machin, and others.
  • Participants will explore leadership concepts including understanding: importance of developing leaders who possess both competency and character; application of Commander’s Intent and importance of follow-through by the leader; what it means to be a learning organization; followership being based on trust, not obedience; and challenging ethical or unsafe decisions within the context of the chain of command.
  • Participants will discuss how the leadership principles and lessons can be implemented in their organization.
  • Experience breakdown:
    • 45-60 minutes in classroom – experience overview
    • 2 hours outdoors walking the grounds of West Point and stopping at key locations – participants will discuss assigned case studies
    • 45-60 minutes in classroom – final AAR

7:00-8:30 PM

TLDG Keynote with Q&A

  • Inspirational storytelling and insights provided by an experienced military officer offering proven, real-world principles and applications of leadership
  • Reinforces leadership principles learned in TLDG classroom and experiential activities and sets the foundation for the lessons on the following day

8:30 PM-

Personal Time / Socializing at

Patton’s Tavern (own time)

  • Offers individuals opportunity to reflect, in an informal setting, on the experiences and lessons of the day


September 16, 2020

Event

Background/Reason for inclusion

7:00-8:00 AM

Breakfast at MacArthur’s

Restaurant

 

8:00-11:00 AM

Applied Academics: Enabling Effective Teams - TLDG Faculty (TBD)

  • Provides a time-tested, proven framework for operational excellence
  • Offers new processes for operating in a volatile, uncertain, complex, and ambiguous (VUCA) environment
  • Demonstrates a clear, concise method of providing vision and obtaining buy-in from teams
  • Addresses objectives of shared and personal accountability; risk assessment, culture of learning, communication

11:15-12:30 PM

TLDG Keynote with Q&A

  • Inspirational storytelling and insights provided by an experienced military officer offering proven, real-world principles and applications of leadership
  • Reinforces leadership principles learned in TLDG classroom and experiential activities and sets the foundation for the lessons on the following day

12:30-1:30 PM

Private Lunch

 

1:30-5:30 PM

Experiential - Urban Orienteering: Addressing the Challenges of a Changing Environment – TLDG Faculty (TBD)

  • Experience the need for adaptive leadership and effective communication when operating in a VUCA environment
  • Operate in varying roles to emphasize the value of succession planning and how every team member helps provide input for overall situational awareness
  • Apply Army principles of “Mission First, People Always” and “leaving no person behind”
  • Apply the Army’s After-Action Review process in a 4- level structure
  • Explore direct applications between the orienteering event the BISA participants’ environment
  • Experience breakdown:
    • 60 minutes in the classroom (introduction and planning)
    • 75 minutes execution on the outdoors (one person per team will stay in the classroom)
    • 75 minutes in the classroom – After Action Review learning discussions

5:30-6:15 PM

Personal Time

 

7:00-8:30 PM

Commander’s Call & Action Planning - TLDG Senior Advisor and BISA Lead

  • Culminating event to review key learning points across the program and set the conditions for success post program
  • Marks the transition between your unique learning experience with TLDG and the application phase
  • Senior Advisor provides insights to address gaps between program attendees’ expectations and their key learning points
  • Develop action plans to drive the way forward for individuals and teams
  • BISA Lead in conjunction with Senior Advisor, provide final remarks

8:30-10:00 PM

Personal Time / Socializing at

Patton’s Tavern

  • Offers individuals opportunity to reflect, in an informal setting, on the experiences and lessons of the day
  • Networking and building relationships


Sep 17, 2018

Event

  • Background/Reason for inclusion

6:30-7:30 AM

Experiential: Military-Style Team Fitness - TLDGFaculty (TBD)

  • Gives insight into Army principles of good order, discipline, teamwork, and “mission first, people always” warrior ethos

  • Activities designed for every level; participants can challenge themselves at their own levels – “challenge by choice”

  • Adds an element of variety and fun

7:30-9:00 AM

Breakfast at MacArthur’s

Restaurant/Checkout

 

9:00-10:30 AM

Commander’s Call & Action Planning - TLDG Senior Advisor and BISA Lead

Option to doing Commander’s Call on Wed evening.

10:30 AM

Depart West Point

 

 

 

Latest News
Association Management Software Powered by YourMembership  ::  Legal