November 13-17, 2019
Palm Springs, California

Strategic Growth Forum agenda

Tuesday, November 12

2:00 p.m.

Forum check-in opens
Hotel Lobby

6:00 p.m.

Welcome reception and dinner for all Strategic Growth Forum attendees
The Grove

Wednesday, November 13 | Family enterprise leadership summit

In this special session, family business leaders discuss what’s next for the entrepreneurial family enterprise and how they create lasting legacies.
 

12:30 p.m. 

Lunch with Lindsey Vonn, Three-time Olympic Medalist and Entrepreneur
Sinatra Ballroom

Interviewer:  Moira Forbes, Executive Vice President, Forbes Media 

1:45 p.m. 

Welcome: Family enterprise leadership summit

Speaker: Carrie Hall, Partner, EY Americas Family Enterprise Leader

2:00 p.m.

Optimizing your family’s ambitions and succession alternatives

3:20 p.m. 

Family enterprise breakout sessions

  • Breakout 1 – Next gen engagement and the family enterprise
  • Breakout 2 – Strategic planning and the role of the board
  • Breakout 3 – Family office fundamentals
  • Breakout 4 – Best practices in parallel governance for the family enterprise 

4:25 p.m. 

CEO interview: Crystal Maggelet, CEO and Chairman of the Board, FJ Management Inc.
Interviewer: Heather Landy, Editor, Quartz at Work

5:00 p.m. 

Free time

6:30 p.m. 

Dinner and entertainment – a taste of California
Tennis Lawn

Wednesday, November 13 | A CEO’s guide to strategic transactions

In this special session, obtain the latest outlook on the capital markets and learn strategies to prepare for a successful IPO or other strategic transaction.

12:30 p.m.

Lunch with Lindsey Vonn, Three-time Olympic Medalist and Entrepreneur 
Sinatra Ballroom

Interviewer:  Moira Forbes, Executive Vice President, Forbes Media 

1:45 p.m.

Welcome: A CEO’s guide to strategic transactions
Speaker:  Jackie Kelley, EY Americas IPO Leader

2:00 p.m. 

Market trends and outlook

Moderator: Mark Jeffries, Author and Communications Consultant
Speaker: David Brown, Head of US Equity Capital Markets, Ernst & Young Capital Advisors, LLC
Speaker: Sonya Brown, General Partner, Norwest Venture Partners
Speaker: William M. (Bill) Casey, EY Americas Vice Chair – Transaction Advisory Services

2:40 p.m.

Securing late-stage capital and exploring exits

Moderator: Craig Clay, President, Global Capital Markets, Donnelley Financial
Speaker: Shirin Behzadi, Former Chief Executive Officer, Home Franchise Concepts 
Speaker: Michael Praeger, CEO & Co-Founder, Avidxchange, Inc. 

3:10 p.m.

CEO interview: James Scapa, CEO, Altair
Interviewer:  Loren Feldman, Chief Content Officer, 21 Hats

3:40 p.m.

Mitigating and managing transaction risk

Speaker: Priya Huskins, SVP & Partner, Woodruff Sawyer
Speaker: Mark Kronforst, Partner, Ernst & Young LLP

4:10 p.m.

CEO interview: Chad Robins, Chief Executive Officer and Co-founder, Adaptive Biotechnologies 
Interviewer:  Loren Feldman, Chief Content Officer, 21 Hats

4:40 p.m.

CEO interview: Jamie McGurk, Managing Partner – Private Investments, Coatue Management
Interviewer:  Jeff Grabow, EY US Venture Capital Leader 

5:00 p.m.

Free time

6:30 p.m. 

Dinner and entertainment – a taste of California 
Tennis Lawn

Thursday, November 14

7:00 a.m.

Yoga wake-up: unleashing your ambition requires mental energy and effort 
The Pointe

8:00 a.m.

Breakfast
Springs Terrace

9:15 a.m.

Welcome
Sinatra Ballroom

Speaker: Mark Jeffries, Author and Communications Consultant
Speaker: Kelly Grier, EY US Chair and Managing Partner and Americas Managing Partner
Speaker: Lee Henderson, EY Americas Growth Markets Leader 

9:30 a.m.

CEO interview: Shantanu Narayen, President & CEO, Adobe Inc. 
Sinatra Ballroom

Interviewer:  Kelly Grier, EY US Chair and Managing Partner and Americas Managing Partner
Speaker:  Shantanu Narayen, President & CEO, Adobe Inc. 

10:10 a.m.

Unbounded ambition in action: Stéphanie Gicquel, Elite Athlete, Polar Explorer, Entrepreneur and Author 
Sinatra Ballroom

10:30 a.m.

Market leaders meet market upstarts 
Sinatra Ballroom

Moderator:  Adi Ignatius, Editor-in-Chief, Harvard Business Review Group
Speaker: Jay Choi, EVP and GM of Employee Experience Solutions, Qualtrics
Speaker: Thack Brown, Chief Operating Officer, SAP North America, SAP America, Inc. 

11:00 a.m.

Introduction of EY Entrepreneurial Winning Women™ Class of 2019 
Sinatra Ballroom

11:30 a.m.

Unleashing ambition in sport: US Women’s soccer champs –  Alex Morgan and Carli Lloyd

Moderator: Jeremy Schaap, ESPN Host & Journalist
Speaker:  Alex Morgan, Co-Captain, US Women’s National Team, and Two-time World Cup Champion
Speaker: Carli Lloyd, Co-Captain, US Women’s National Team, and Two-time World Cup Champion

12:15 p.m.

Lunch and networking
Springs Terrace/The Grove

1:30 p.m. – 4:00 p.m.

Unleashing potential across your enterprise: choose two sessions to deep-dive with peer CEOs and savvy advisors on topics that matter most to you

1:30 p.m. 

Session options

  • Safeguarding your wealth as your company prospers
  • Tapping the power of private equity
  • Preparing and fueling your growth ambitions through an IPO
  • Protecting your company and assets from a cyber attack
    • Dave Burg, EY Americas Cybersecurity Advisory Leader 
    • Bill Fryberger, Director, Information Security Operations, Procter and Gamble
    • Christy Wheaton, VP, Chief Information Privacy and Security Officer, Henry Ford Health System

  • Increasing innovation via buy or build
    • Giles Morgan, Associate Partner, Global Embryonic Leader
    • Somer Webb, Chief Financial Officer, Worldwide Express
    • Kendall O’Brien, Vice President Finance & CFO, Office of the Chief Scientific Officer, Johnson & Johnson 

  • Tapping a new source of growth capital: family offices
    • David MacKinnon, Transaction Advisory Services Partner, Ernst & Young LLP
    • Paul J. Carbone, President and Managing Partner, Pritzker Private Capital
    • Kevin Wilcox, Managing Director, Stephens Capital Partners LLP

  • Building alliances with major corporates to drive growth
  • EY Innovation Center: making advanced technologies work for your business 

 

2:30 p.m.

Break

3:00 p.m.

Session options

  • Safeguarding your wealth as your company prospers
  • Tapping the power of private equity
  • Preparing and fueling your growth ambitions through an IPO
  • Protecting your company and assets from a cyber attack
    • Dave Burg, EY Americas Cybersecurity Advisory Leader 
    • Bill Fryberger, Director, Information Security Operations, Procter and Gamble
    • Christy Wheaton, VP, Chief Information Privacy and Security Officer, Henry Ford Health System 

  • Increasing innovation via buy or build
    • Giles Morgan, Associate Partner, Global Embryonic Leader
    • Somer Webb, Chief Financial Officer, Worldwide Express
    • Kendall O’Brien, Vice President Finance & CFO, Office of the Chief Scientific Officer, Johnson & Johnson 

  • Tapping a new source of growth capital: family offices
    • David MacKinnon, Transaction Advisory Services Partner, Ernst & Young LLP
    • Paul J. Carbone, President and Managing Partner, Pritzker Private Capital
    • Kevin Wilcox, Managing Director, Stephens Capital Partners LLP

  • Building alliances with major corporates to drive growth
  • EY Innovation Center: making advanced technologies work for your business 

 

4:15 p.m.

CEO interview: Arianna Huffington, Founder and CEO, Thrive Global, and Founder, The Huffington Post
Sinatra Ballroom

Interviewer: Rich Jeanneret, EY Americas Vice Chair, US-East Region Managing Partner
Speaker: Arianna Huffington, Founder and CEO, Thrive Global, and Founder, The Huffington Post

5:00 p.m.

Free time

6:30 p.m.

Dinner and entertainment - I ♥ the ’80s
Driving Range

Friday, November 15

7:00 a.m.

Yoga wake-up: unleashing your ambition requires mental energy and effort 
The Pointe

8:00 a.m.

Breakfast
Springs Terrace

9:15 a.m.

Welcome back
Sinatra Ballroom

Speaker: Mark Jeffries, Author and Communications Consultant

9:30 a.m.

CEO interview: Chuck Robbins, Chairman & CEO, Cisco
Sinatra Ballroom

Moderator: Mark Weinberger, Former EY Global Chairman and CEO
Speaker: Chuck Robbins, Chairman & CEO, Cisco

10:15 a.m.

Power of Story: Dr. Jennifer Aaker, Behavioral Psychologist, Author and Stanford Professor
 
Sinatra Ballroom 

Speaker: Dr. Jennifer Aaker, Behavioral Psychologist, Author and Stanford Professor

10:40 a.m.

Play it safe or double down?

Speaker: Sam Johnson, EY Americas Vice Chair – Accounts 
Interviewer: Steve Strauss, Senior Columnist, USA Today 

11:10 a.m.

CEO interview: Carl S. Armato, President and Chief Executive Officer, Novant Health
Sinatra Ballroom

Moderator: Yele Aluko, EY Americas Health Advisory Chief Medical Officer
Speaker: Carl S. Armato, President and and Chief Executive Officer, Novant Health

12:00 p.m.

Lunch and networking
Springs Terrace/The Grove

1:30 p.m. – 4:00 p.m.

Unleashing potential across the enterprise: choose two sessions to deep-dive with peer CEOs and savvy advisors on topics that matter most to you (locations TBA on-site)

1:30 p.m. 

Session options

  • Attracting, engaging and retaining top talent across your workforce
  • Being a mindful leader in the modern world
  • Adapting nimbly to today’s demanding consumer
  • Positioning your company for growth in your industry
  • How FinTech innovation is impacting traditional consumer finance
    • Matt Hatch, EY Americas FinTech and Financial Services Growth Markets Leader
    • Ron Suber, Managing Partner, Rewire LLC
       
  • Engaging health and care: anytime, anywhere
    • Carole Faig, EY Americas Health Sector Leader and US-West Health Sciences and Wellness Market Leader
    • Kristen Valdes, CEO and Founder, b.well Connected Health
    • Rowan Chapman, Board Member, Evidation Health

  • EY Innovation Center: making advanced technologies work for your business

2:30 p.m.

Break

3:00 p.m.

Session options

  • Attracting, engaging and retaining top talent across your workforce
  • Being a mindful leader in the modern world
  • Adapting nimbly to today’s demanding consumer
  • Positioning your company for growth in your industry
  • How FinTech innovation is impacting traditional consumer finance
    • Matt Hatch, EY Americas FinTech and Financial Services Growth Markets Leader
    • Ron Suber, Managing Partner, Rewire LLC
       
  • Engaging health and care: anytime, anywhere
    • Carole Faig, EY Americas Health Sector Leader and US-West Health Sciences and Wellness Market Leader
    • Kristen Valdes, CEO and Founder, b.well Connected Health
    • Rowan Chapman, Board Member, Evidation Health

  • EY Innovation Center: making advanced technologies work for your business

 

4:15 p.m.

Unity at home and abroad – where potential lies: Gov. John Kasich, Former Governor of Ohio and CNN Senior Political Commentator
Sinatra Ballroom

Speaker:  Gov. John Kasich, Former Governor of Ohio and CNN Senior Political Commentator 

Interviewer: Carmine Di Sibio, EY Global Chairman and CEO

5:00 p.m.

Free time

6:30 p.m.

Dinner and private concert with Lenny Kravitz, GRAMMY Award-winning Musician, Tennis Lawn

Saturday, November 16

8:00 a.m.

Breakfast
Dining Pavilion

9:15 a.m.

Welcome back 
Sinatra Ballroom

Speaker: Mark Jeffries, Author and Communications Consultant

9:30 a.m.

Unleashing ambition in the next generation: NFTE student, Kelsey Johnson, Founder & CEO, Kinky Kaps, LLC

9:40 a.m.

CEO interview: Brad Keywell, Founder & CEO, Uptake Technologies, and EY World Entrepreneur Of The Year™ 2019
Sinatra Ballroom

Interviewer:  Kelly Grier, EY US Chair and Managing Partner and Americas Managing Partner 

10:20 a.m.

Entrepreneur Of The Year® Award winners with unstoppable ambition 
Sinatra Ballroom

Moderator:  Deborah Norville, Anchor, Inside Edition
Speaker:  Kara Goldin, Founder and CEO, Hint, Inc.
Speaker: Deirdre Quinn, CEO and Co-Founder, Lafayette 148 New York
Speaker: Greg Brown, President & CEO, Learfield IMG College

11:00 a.m.

Celebrity interview: Nicole Kidman, Academy Award-winning actress  
Sinatra Ballroom

12:00 p.m.

Lunch and networking
The Grove

12:00 p.m. - 5:00 p.m.

Free time

12:00 p.m. - 5:00 p.m.

Tuxedo rental

1:00 p.m.

Tennis Tournament

5:00 p.m.

Champagne cocktail reception

6:00 p.m.

Entrepreneur Of The Year® National Awards dinner
Springs Ballroom

7:30 p.m.

Entrepreneur Of The Year® National Awards gala, hosted by Seth Meyers, Host, Late Night with Seth Meyers (black-tie)
Sinatra Ballroom

10:00 p.m.

Celebration under the stars, immediately following the gala
Springs Terrace and Springs Ballroom

Sunday, November 17

4:30 a.m.

Continental breakfast in the hotel lobby

7:00 a.m. 

Breakfast buffet
Springs Terrace

Contact us

Like what you’ve seen? Get in touch to learn more.