The Alliance of Chief Executives is holding an invitation only Top Team Roundtable discussion, for CEOs, CFOs and COOs.

A critical underpinning of planning and execution is resource allocation, and the mechanism that controls resource allocation is budgeting. Budgeting done well places the fuel for growth in the right places. But too often, executives don’t plan well and don’t know what resources they’ll really need. Or they high ball the process, knowing they can cut back. Worse yet, the fight for money becomes too contentious and only helps build silos and fiefdoms within the company. At this roundtable discussion, there will be no panel or presentation. CEOs, COOs and their top financial officers will come together to discuss how they blend business planning, budgeting, and execution. It will be a true discussion amongst peers, sharing real-world strategies, techniques and challenges.

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The long downturn and slow recovery is wearing not just on CEOs but the entire team.  You may not have seen big turnover yet, but the headhunters are telling us that your best people may be staying with you because they are afraid to change companies right now.  That gives you an extended chance to pull up your team’s spirit and motivation, paying productivity dividends now, and retention dividends when business turns up and you need your team to crank it up even more.  What are the ways that other CEOs are keeping their teams happy, energized and hard at work?   Attendees at this CEO Roundtable will bring their own challenges and issues, and will hear the collective wisdom of the business owners/chief executives at their table.

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The technology world is full of excellent products and services that never found a high-bandwidth, positive cash flow connection to their ideal market.  It’s not surprising because it is a daunting task.  There are often hundreds of possible channels, some sales channels, some platforms, some product set partners.  Some channels are strong, but to the wrong end-user.  Others are eager to get involved, but are weak and require custom engineering.  Still others may be partly competitive with you.  And depending on who the target is and the channel you pick, the product set you build might need to be different.  Then there is always direct sales.

Sit at a table with other technology company CEOs and bring your issues or challenges in this area.  With an expert facilitator, your peers will dive into several of the attendees’ real world situations, and will bring to bear their collective wisdom.

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This Regional Alliance meeting will feature Alliance member, Mike Depatie.  Mike is the chief executive officer and president of Kimpton Hotel & Restaurants, where he is responsible for the overall strategic direction of the company, and for overseeing the company’s operations, development, finance and legal activities.

Following Mike's keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.

Eamonn Kelly, CEO of Global Business Network, the renowned California-based, future-oriented network and consulting firm, and a partner of the Monitor Group will join us for this regional Alliance meeting.  Eamonn is the author of “Powerful Times” and will lead an in-depth discussion about his views of the future.

Following Eamonn's keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.

All Alliance members and their guests are invited to attend our Alliance Fall Dinner at The Bently Reserve in San Francisco.  Our wine reception and dinner is free for Alliance members and their guests!  We host three “All-Alliance” CEO Dinners throughout the Bay Area to enable our members to get to know their fellow Bay Area CEOs.

Reserve your space early.  This is will be a popular event!

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Futurist, Distinguished Fellow with the Institute for the Future, and author of the visionary book Leaders Make the Future: Ten New Leadership Skills for an Uncertain World, Bob Johansen, will join us for this Regional Alliance meeting.  Bob will discus how leaders must adapt from the chaotic world of today to the uncertain, but challenging world of tomorrow. He will discuss the importance of understanding the technological, economic, societal and environmental trends and how recognizing them is not only the key to success but survival.

Following Bob's keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.

These smaller, intimate dinners for Alliance members and their guests were a hit last year and we are bringing them back by popular demand.  A progressive dinner means that we all change seats with each course so that we can meet nearly everyone at the dinner.  We ask a dinner charge of $100 per person so that we can donate all profits from these dinners to Junior Achievement of Northern California.  Ed Levine, CEO of Left Bank Restaurants and a fellow Alliance member, has graciously hosted our progressive dinners.  Space is limited, so please register early.

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This Regional Alliance meeting will feature Dr. Prasad Kaipa who has evolved a refreshingly unique approach to Executive Coaching and Education. By combining Business, Science & Technology and Spirituality, Prasad has developed an integrated framework to "Ignite the Genius Within" executives. Prasad will talk on "Leadership in the Age of Scarcity."

Following Prasad's keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.

Fellow Alliance member James White will join us for this Regional Alliance meeting.  James joined Jamba Juice in 2008 as President and Chief Executive Officer. Previously, James was Senior Vice President of Consumer Brands for Safeway and was Senior Vice President of Business Development, Gillette North America. James also held executive and management roles with Nestle Purina Petcare Company and the Coca Cola Company.

Following James' keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.

Join Alliance members and their guests for cocktails and dinner at the Orinda Country Club in celebration of the holidays!   Make sure to reserve your space early.  This is always a popular event…and it’s free for all members and their guests!

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Lenny Mendonca, a director in the San Francisco office of McKinsey & Company will join us for this Regional Alliance meeting.  Lenny leads the firm's knowledge development and is on the Shareholders' Council of McKinsey.  He oversees the McKinsey Global Institute and the firm's communications (including McKinsey Quarterly). He has helped dozens of corporate, government, and not-for-profit clients solve their most difficult management challenges.  Lenny is the chairman emeritus of the Bay Area Council and is chairman of the Economic Institute of the Bay Area. 

Following Lenny's keynote, members will begin their private Alliance Group meetings. We will also host a CEO Luncheon after the meeting, from 12:30 pm to 1:30 pm, to enable our members to meet CEOs from throughout the Alliance.