Maximizing the Dividends from Solid Strategic and Succession Planning
Thursday Sept. 17 ⬥ 8:00 - 8:50 am PT / 11:00 - 11:50 am ET
Track: Own the Room
Strategy creates a platform to nimbly grow every aspect of a company - revenue, talent, technology, M&A and market relevance. The board’s role in building and maintaining is critical to success. Too often people say no one does a five-year strategic plan anymore. Setting a strategy that adjusts to market shifts enables the creation of culture and values that withstand time and make your company unique.
Two interesting components of strategy are a well-defined view on M&A and using a healthy view on risk. Who should we buy? Who could buy us? What risks do we face in M&A and other aspects of our business? The importance of strategy is often lost in firefighting, board politics, incompetent CEOs, etc.
Our goal is to have participants:
- Know the vital building blocks: Where are we? Where do we want to go? How can we get there?
- Understand the short and long benefits of an all-encompassing strategy.
- How you can build the strategic planning discipline in your board.
Moderator:
Board Member
OFG Holding Company (OFG), Extra Space (EXR)
Speakers:
Managing Partner, LSG Associates
Board Member
Enact Holdings, Inc., Alera Group, AGL Private Credit Income Fund
Partner. Alpha AI
Sunrun, TrueBlue Inc., Alpha

