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2023

CEO SUMMIT 

The CEO Summit is your chance to form deeper connections with the leadership of Edison Partners' portfolio. This summit presents a unique opportunity to pause, collaborate with like-minded professionals, engage in critical thinking, and get inspired.

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Edison Partners CircleOnly

Where

Boca Raton Beach Club 

900 S Ocean Blvd

Boca Raton, FL 33432

Edison Partners CircleOnly

When

Monday, October 2nd to

Wednesday, October 4th

Edison Partners CircleOnly

Time

Kickoff 5:30 PM Monday

Wrap 1:30 PM Wednesday

 

What you'll experience at the CEO Summit

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Expert Speakers

Check out the bios of our keynote speakers Adam Bryant and Iqbal Khan below.

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Collaboration

Learn from and with your Edison portfolio peers. There are a multitude of opportunities to network, compete, and have fun!

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Breakout Sessions

Step behind the scenes to problem-solve in real-time alongside members of our Edison Director Network, Operating teams, and 3rd party experts.

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Immersive Networking

Join us Monday evening for a scenic oceanside reception and Tuesday afternoon for an unforgettable pickleball tournament!

ABOUT THE EVENT 

A conference for leaders, by leaders

Reflecting on the concept of a 'tactical pause' emphasized at West Point last year, we believe in the power of slowing down to ultimately go faster.  The CEO Summit offers you a unique opportunity to pause, take a breath, engage in critical thinking, and develop strategic and personal approaches that will guide your future endeavors. Your experience this year promises to deliver practical insights, actionable strategies, and invaluable networking opportunities.

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Introducing our 2023 Keynote Speakers

Adam Bryant

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Adam Bryant, senior managing director of The ExCo Group, is a respected and noted expert on executive leadership who has interviewed more than 1,000 leaders for the “Corner Office” series he created at The New York Times and for his four current leadership series on LinkedIn—with CEOs, CHROs, board directors, and prominent Black leaders. He is the author of four books on leadership, including “The Leap to Leader: How Ambitious Managers Make the Jump to Leadership,” and “The CEO Test: Master the Challenges that Make or Break All Leaders,” both of which were published by Harvard Business Review Press.  Bryant has a proven ability to distill real-world lessons and insights from his hundreds of interviews and turn them into practical tools, presentations, and exercises to help leaders deepen their benches and strengthen their teams. He also writes a monthly column on leadership for Strategy+Business magazine, serves on the editorial board of SHRM’s Journal of People+Strategy, and is the senior advisor to the Reuben Mark Initiative for Organizational Character and Leadership at Columbia University.

Iqbal Khan

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Iqbal Khan has been President Global Wealth Management since October 2022 and was President UBS Europe, Middle East and Africa from 2021 to 2023. From 2019 until September 2022, he was Co-President Global Wealth Management. Mr. Khan joined Ernst & Young in 2001, holding many leadership positions and becoming the youngest ever partner of the firm’s Swiss arm; when leaving Ernst & Young, he was lead auditor of UBS. In 2013, he moved to Credit Suisse, holding senior leadership positions as CFO Private Banking & Wealth Management and later CEO International Wealth Management.

Meet our 2023

Panel Speakers

Eric

Eric Walczykowski

CEO, Bespoke Partners

Eric is passionate about building high-performing teams that value doing their best, working together, overcoming adversity and learning.As a proven growth executive, Eric has served as CEO, President, Board Member, Investor and Advisor for technology companies that achieved over $4.5B in successful exits. Eric brings to Bespoke Partners significant professional services experience from Deloitte and Andersen, as well as the high-growth client executive perspective for private equity-backed technology companies. Eric earned an MBA from the Kellogg School of Management at Northwestern University and a BS in Business from Fresno State University. Outside of work, Eric enjoys spending time with family, coaching baseball, travel, attending live events and sipping good wine.
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Julie Moore

Director, YSC Consulting

Julie is dedicated to helping leaders, teams, and organizations maximize their performance and amplify their impact.​ For nearly two decades, Julie has worked across all human capital and talent disciplines as both an in-house HR professional and management consultant. She has supported organizations from a wide range of industries and sizes on some of their toughest and most complex strategic, cultural, and leadership challenges. She specializes in executive team and C-suite effectiveness through targeted coaching, development, and facilitation, primarily within private equity, media and technology, and healthcare companies.​ Julie holds a BA in Communication from the University of Southern California (USC) where she graduated summa cum laude. She lives in Los Angeles and loves traveling, food, movies, and musical theater, as well as chasing after her two active boys. She is a recurring guest lecturer in USC’s Master of Science in Applied Psychology program and has authored two accredited courses in HR strategy.​

High Level Agenda

How You'll Spend Your Time

MON - 5:30PM - 8:30 PM

Welcome Reception

Join us Monday evening on Dunes Terrace for cocktails, dinner, and live entertainment.

TUES - 6:30AM- 7:15 AM

Sunrise Exercise

It wouldn't be an Edison CEO Summit without some early morning movement. Optional, of course. But you won't want to miss it!

TUES - 8:30 AM - 3:00 PM

Sessions & Interactive Discussions Covering:

  • Dealing with contradictory advice (i.e. be compassionate, but also hold people accountable - create urgency, but also be patient, etc...)
  • Mitigating common mental traps as CEO
  • Being a predictable leader
  • Managing imposter syndrome and self-talk habits
  • Creating self-awareness of your leadership brand

...and much more.

TUES - 3:00 PM - 6:30 PM

Pickleball Tournament

You know we love some friendly competition. This will be your new favorite pickleball event of the year! Edison Partners will provide shuttles on loop to and from the tournament (accessible at the Member's Entry Doors) beginning at 3:00 PM. Beginners, please take one of the first shuttles to attend the Intro to Pickleball course and Tournament Overview. 

TUES - 7:00 PM - 10:00 PM

Harborside Dinner 

Join us for a dinner at the Spanish Terrace on the Harborside of the resort.

WEDS - 6:30AM- 7:15 AM

Sunrise Exercise

Kicking off day two with more early-morning movement. 

WED - 8:30 AM - 12:30 PM

Panels & Workshops Covering:

  • Executive Leadership Team ("ELT") performance - "Building a High-Performing ELT other CEOs Envy"
  • Organizational Readiness - "Benchmarking Your Org's Readiness for its Next Season"
  • ELT Alignment - "Creating a Behavior-based Culture of Alignment, Accountability, & Agency"

And more...

WED - 12:30PM-1:30PM

Farewell Lunch

It's not goodbye, it's see you later! Enjoy a market-style lunch, complete with sandwiches, salads, and sides galore.

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Know Before You Go

Frequently Asked Questions

Arrival Details

The Boca Beach Club Resort is located at 900 S Ocean Blvd, Boca Raton, FL 33432

Instruct your driver to deliver you to the Beach Club side of the resort.

The Edison Partners team will provide your room confirmation details prior to arrival. 

Check-In: 4:00 PM

 

Dress Code

Monday Evening Reception: Business Casual

Tuesday Sunrise Exercise: Athleisure

Tuesday Breakfast, Sessions: Business Casual

Tuesday Lunch/Pickleball: Change into Pickleball Athleisure and your Edison Pickleball T-shirt (which you will receive Monday evening).

Tuesday Cabana Pool Deck Dinner: Business Casual

Wednesday Sunrise Exercise: Athleisure

Wednesday Breakfast and Sessions: Business Casual

 

Complimentary Amenities

Please enjoy the complimentary snacks and beverages in your room. These items will be restocked daily. 

Departure Details

Check-Out: 11:00 AM

Please plan to check your luggage at the front desk on your way to breakfast.

We will serve a networking lunch at 12:30 PM on Wednesday. Please plan to leave the resort no sooner than 1:00 PM, as we have an exciting new funded initiative to announce just for our CEOs!

We encourage you to coordinate your rideshare plan ahead of time. Carpooling is encouraged!

Our 2023 Event App

Download & Use Whova

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Please download the Whova app to view our full program agenda, network with other attendees, and ask any questions as they arise.

To Register: 

  • Click the Whova Mobile App link and scan the QR code to download the app, or go to the app store.
  • Open Whova and click the "Sign Up / Sign In Button". Log in or create a free account.
  • When prompted for an invitation code, use: EdisonPartners.
  • You can also find our CEO Summit page from the "My events" home screen.
  • You’re in! Please use the app to explore the itinerary, fun activities, and ask all of your pre-event questions.

Meet our 2023 CEO Summit Chairperson

Casey Myers

Partner, Edison Edge

Casey joined the firm in 2022 to lead Edison Edge, our value creation ecosystem, managing a team of Operating Partners, and our overall value creation strategy for Edison. He brings 20+ years of operator experience across a number of industries, size, & stage.

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Meet our 2023 CEO Summit Chairperson

Casey Myers

Partner, Edison Edge

Casey joined the firm in 2022 to lead Edison Edge, our value creation ecosystem, managing a team of Operating Partners, and our overall value creation strategy for Edison. He brings 20+ years of operator experience across a number of industries, size, & stage.

Onsite Contacts

 

 

 

Please call or text our onsite team if you have any questions.

Hannah - (614) 804-0473

Kelley - (732) 403-5929

Deanna - (908) 907-2833

Yet to Register?

Join us in Boca!

 

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