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Breakout Sessions

The Mid-Market Convention is designed to have experts leading discussions of the other experts in the room.  It is not a typical “speakers address an audience” environment.  In fact, there are no presentations and lectures. Everything is interactive.

Panels and workshops are configured differently to deliver ideas and tools with short and long-term application and impact.

Panels allow 1/3 of the time for panelists to present their ideas, 1/3 of the time for open discussion and debate across the room, and 1/3 of the time to create a shared vision to present to the world with specific actionable ideas to report.

Workshops are facilitated sessions in which CEOs and experts in the room help each other strengthen knowledge and skills. Learnings and ideas are shared with the community via notes, slides, and takeaways.


Big Data: Know Your Customer; Accelerate Growth

How can you leverage data to gain a sustainable competitive advantage?

This session will explore:

  • Collecting data – the do’s and don’ts
  • Analyzing data – how to uncover insights
  • Actioning data – how to make the data work for you

Healthcare: Recruit, Retain and Protect Your People

How can we keep our people healthy without breaking the bank?

This session will explore:

  • A mid-market bundling program to create a more cost-effective health insurance program
  • The ACA and mid-market companies’ benefit strategies
  • Creative alternatives and options
  • Preventative care initiatives
  • Wellness programs/Promoting work-life balance
  • Progress report from the CEOC Health Care Committee

Risk Management & Cyber Security:

What You Don’t Know Can Kill You

How can companies anticipate and mitigate the inherent risks of doing business? How can you best protect your trade secrets and mitigate losses in the event of an attack?

This session will explore:

  • Non Compete best practices
  • Regulatory risks
  • Financial risks
  • Social risks
  • Country risks
  • The ever-evolving hacker environment
  • Core principles of cyber-security
  • Specific actions you can take to mitigate risk

Talent Management:

Recruit, Educate; and Retain the Best People

How can we best acquire, develop, and keep talent?

The session will explore:

  • What it takes to be a “best place to work”
  • What it takes to be a “best place to work for millennials”
  • Creative channels to find talent
  • Developing stars
  • Motivating talent
  • Progress report from the CEOC Talent Management Committee Projects
  • Update on the CEOC CHRO Forum

M&A Connections:

Find & Integrate Opportunities

How to source, evaluate, fund and integrate aquisissioints

The session will explore:

  • Major challenges to M&A success
  • Agents for success
  • Identifying and assessing opportunities
  • Access to Capital
  • OnBoarding the acquisition
  • Preventing culture clashes
  • Ensuring alignment
  • Progress report from the CEOC Innovation Connection Network

Tax Policy: Here We Go Again

How do the current tax policy changes affect the way you do business?

This session will explore:

  • Minimize taxes
  • The best ways to manage your corporate balance sheets, P&L statements, and cash flows domestically and across borders
  • Legal responsibilities and liabilities… including personal
  • What to do what not to do and when do you do or not do it
  • The CEOC Tax Checklist powered by RSM

Performance & Cultural Alignment Workshop:

Working Together Accelerates Growth

How to make your organization more predictable and profitable?

Find out how companies have achieved this through:

  • Removing organizational drag
  • Aligning the company’s core values to how the business is actually managed
  • “Running the numbers” – a unique perspective

Boards: Can’t Live with them; Can’t Live Without Them

How can you effectively “manage” your Board of Directors and recruit strong board members?

This session will explore:

  • Defining and identifying strong candidates for your board
  • Best practices in engaging in discussions with potential board members
  • Clarifying the difference between approval, accountability and advice
  • Best practices in managing board’s strategic, organizational and operational processes
  • Where to find board members (and where not to look)
  • How to compensate board members
  • Diversity is critical to success

Education: Leverage the Mid-Market Internship Program

How can the education system evolve to create the right workforce?

This session will explore:

  • The Mid-Market College Internship Program
  • How to compete with larger companies for talent on campus
  • Business skills needed to work in the Mid-Market
  • Opportunities to partner with universities
  • Relationships with community colleges
  • Progress report from the CEOC Education Committee

Customer Centricity: Focus on your Customer; Really Accelerate Growth

How can companies gain a competitive advantage by refocusing on the customer?

Dimensions to be addressed include:

  • Understanding what Customer Centricity is and what it isn’t
  • Building stronger customer relationships
  • Understanding and anticipating their behaviors
  • Applying Customer Centricity to government

Gender Diversity: Key to Excellent Results

How can we enhance the diversity in the C-Suite and on the board?

This session will explore:

  • The programs to help mid-market companies include more women in senior management
  • How does your company look to potential women executives
  • Building a pipeline of diversified talent
  • Providing support and education
  • Progress report from the CEOC Most Influential Women of the Mid-Market Advisory Board

Strategic Planning: Where Innovation Meets Scale

How can mid-market companies compete with more nimble smaller companies and large companies with significantly more resources?

This session will explore:

  • Best practices in tackling industry giants
  • Convergence tactics
  • Divergent tactics
  • Integrated business planning

Social Impact: Enlightened Self-Interest Drives Growth

 How can corporate social impact programs impact recruiting employees and customers?

This session will explore:

  • The CEOC-Wharton Social Impact (CSI) student consulting program that helps mid-market companies incorporate social impact programs into their corporate strategy
  • CEOC-Growth Fund Program powered by Global Impact for employee retention and engagement
  • Combining innovation and scale in your CSI program
  • Integrating social impact into your business strategy
  • Measuring the impact of CSI activities
  • How effective CSI strategies affect your brand
  • How to engage employees in a CSI strategy
  • Progress report from the CEOC Social Impact Committee

Personal Branding Workshop

How can you best manage your own brand as a CEO to drive growth for you and your company?

This session will explore:

  • A BRAVE approach to personal branding (Behaviors, Relationships, Attitude, Values, Environment)
  • Context and purpose
  • Strategy
  • Messaging and implementation, including media choices

Technology: Digital Transformation How and Why

How can the Mid-Market work together to close the digital divide developing in today’s economy?

This session will explore:

  • Leadership: The ability to see changes in the ecosystem and create a DX vision
  • Omni-Experience: Blend digital and physical experiences to garner customer allegiance
  • Information: Turn information into a competitive advantage
  • Operating Model: Create new digital revenue streams from connected systems
  • Worksource: Leverage technology to win the war for talent

Government Contracts: Regulations lead to Opportunities

How to develop partnerships with minority businesses to win Government contracts?

This session will explore:

  • Partner with Small Minority Businesses: Access + Scale = Sales
  • Where to find partners
  • How to create a win/win
  • Business opportunities, services and resources being offered by government agencies that benefit mid-market companies
  • Connecting with government agencies and participate in their programs
  • Progress report from the CEOC Government Partnership Committee