Speeches & Presentations

Creating a Powerhouse Executive Team

August 27, 2013. San Jose, CA. Silicon Valley / San Jose Business Journal Event. Creating a Powerhouse Executive Team. All businesses have one leader, but mid-market businesses require a team of leaders to grow and prosper. Join us as to learn how to create a powerhouse executive team.

Building Dynamic Operating Plans for Fast Changing Organizations

May 17, 2013. Palo Alto, CA. CICC. You’re invited to a roundtable discussion with your fellow CEOs, Founders and Top Team Executives about simple planning that keeps executives focused, tracking their progress and working in concert toward common goals.

Big Growth: Making the Dream a Reality

June 11, 2013. San Francisco, CA. A Cerius CEO Roundtable Wine Event. Big Growth: Making the Dream a Reality

How CFOs Can Keep Revenue – and Budget – on Target

May 21, 2013. San Ramon, CA. Robert Half Management Resources. Working with the Leadership Team to Make Sure the Best-Laid Plans Don’t Go Astray.

How to Create and Use a Reality-Based Business Plan To Drive Results

February 8, 2014. Moraga, CA. St. Mary’s College. A one day class for the Professional MBA Students. Your business deserves your best thinking about the challenges and opportunities at hand. Yet too often, we rush headlong into an opportunity or a new year with a flurry of tweets, texts, e-mails and white-board scrawling—and underachieve or fail. If you want to build and lead a healthy sustainable business, and if you value your time, energy and your investor’s money, come to this interactive session.

The Alliance of CEOs

The Alliance of Chief Executives is an active community of business leaders that focuses on deep strategic exchanges and on challenging existing assumptions. Through private, high-level, confidential groups, Alliance members share unique insights, perspectives and experiences that lead to breakthrough ideas and competitive advantage.

CEO Roundtable: Managing your Board of Directors

Palo Alto, CA. February 28, 2013. California Israel Chamber of Commerce. You’re invited to a roundtable discussion with your fellow CEOs about how to work better with your board of directors. Boards are one of the most common sources of frustration for many CEOs.

Defeating Your Arch Rivals

Oakland, CA. October 25, 2012. The Alliance of CEOs RoundTable.

There is a lot of competition out there, trying to eat your lunch. What are you doing to eat their lunch instead? Going for the win-win is admirable, and simply running your “best race” can work, but often it’s a more of a chess game.

The Crossroads of Business Planning and Executive Performance Review: Why You Need a Concise Plan

Oakland, CA. April 22-24, 2013. Northern California Human Resources Association and Society for Human Resource Management National Conference. The line between performance reviews and business performance is blurred at the highest levels in a corporation.

The Hallmarks of the Fastest-Growing Alliance Member Companies

San Jose, CA. November 14, 2012. The Alliance of CEOs.

Ten Alliance member companies have made the San Francisco Business Times list of fastest-growing Bay Area companies, and quite a few more made the San Jose Business Journal’s fastest-growing list as well.