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Speakers and Schedule

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WEDNESDAY, OCT. 11, 2017

5:00 pm - 6:30 pm | Welcome Reception @ Hard Rock Hotel

THURSDAY, OCT. 12, 2017

7:30 am - 8:45 am | Breakfast (Registration available all day)
8:00 am - 8:45 am | Planning committee breakfast with first-time attendees
9:00 am - 4:00 pm | CAI Bookstore

9:00 am - 10:30 am | Opening General Session
Take Care of Your Business: The 4 Disciplines of Execution for CEOs
Jim Huling | Managing Consultant, FranklinCovey | Co-author of The 4 Disciplines of Execution

Achieving a culture of execution often requires changing the behaviors and mobilizing the efforts of large numbers of people to achieve your goals. World-class executors employ 4 clear disciplines to focus on the organization's wildly important goals. As a CEO, Jim was one of the first to adopt The 4 Disciplines of Execution and used it to drive performance throughout the entire organization. This real-world experience using the 4 Disciplines to address a variety of strategic and operational objectives uniquely enables Jim to help leaders and their teams get extraordinary results from these powerful principles.

Jim's career spans three decades of corporate leadership ranging from FORTUNE 500 organizations to privately held companies, including more than a decade as CEO of an award-winning company recognized four times as one of the "25 Best Companies to Work for in America."

10:30 am - 11:00 am | Break

11:00 am - 11:45 am | General Session
State of the Industry Report
Tom Skiba, CAE | Chief Executive Officer, CAI

Informed by community association volunteer leaders, professional managers, community management firms, and companies that provide products and services to associations, CAI has a comprehensive view of the industry. In this session, Tom reports on the challenges, opportunities, and trends affecting community associations and their management professionals.

12:00 pm - 1:30 pm | Lunch

1:30 pm - 2:45 pm | General Session
Your Health and Wellness as a Leader: How Do CEOs Do What We Do, Stay Sane, and Take Care of Ourselves and our Employees?
Madeleine Homan Blanchard, Master Certified Coach and Author | The Ken Blanchard Companies®

As one of the nation's leading executive coaches, Madeleine Homan Blanchard has a lot to offer management company CEOs and senior executives. After speaking with the CEO-MC Retreat Planning Committee, her presentation is specifically tailored to CEO-MC Retreat attendees. In both her keynote and breakout sessions, Madeline with share insights on how leaders can use self-management and coaching best practices to be more effective.

Madeleine has more than 27 years of experience in the coaching profession and specializes in consulting with companies that want to establish a coaching culture. Her areas of expertise are leadership presence and effectiveness, self-awareness and impact with others, and strategic focus. Madeleine is a coauthor of Blanchard's coaching skills program, Coaching Essentials®, and the books "Leverage Your Best, Ditch the Rest: The Coaching Secrets Executives Depend On"; "Coaching in Organizations"; "Leading at a Higher Level"; and "Coaching for Leadership: The Practice of Leadership Coaching from the World's Greatest Coaches."

2:45 pm - 3:15 pm | Break

3:15 pm–4:00 pm | General Session
Government & Public Affairs Update with Q&A
Dawn Bauman, CAE | Sr. Vice President of Government and Public Affairs, CAI

Dawn Bauman and her team monitor legislation at the federal level and in all 50 states. In this session, Dawn provides a federal affairs update covering critical changes to laws and regulations affecting community associations and the management profession. Hear about the trends, unique cases, and policy positions that you need to be aware of as an industry leader.

4:00 pm Adjourn 

FRIDAY, OCT. 13, 2017 

7:30 am - 8:45 am | Breakfast
7:30 am - 4:00 pm | CAI Bookstore
9:00 am - 9:10 am | Welcome and announcements

9:15 am - 10:30 am | Breakout Sessions

Small-group sessions allow for greater focus and more interaction. Each session will be offered twice, with a 15-minute break in-between.

Breakout Session 1: Empower Yourself 
Facilitator: Madeleine Blanchard, Master Certified Coach, The Ken Blanchard Companies®

Breakout Session 2: Empower Your Business: Strengthening Your Company in the 21st Century
Facilitators: Julie Adamen, Adamen Inc. and Rolf Crocker, AMS, OMNI Community Management LLC

Breakout Session 3: Empower Your Future 
Facilitator: Chris Rupkey, Chief Economist, MUFG, The Bank of Tokyo

10:30 pm - 10:45 am | Break

10:45 am - Noon | Repeat Breakout Sessions

Noon–1:30 pm | Lunch

1:30 pm - 4:00 pm | General Session
CEO Peer Learning
Ric Franzi, CEO Peer Groups® Chair, Critical Mass Radio Show Host
Critical Mass for Business | Orange County, CA

In this session, Ric leads the group in an interactive peer learning activity. Come prepared to share ideas, ask questions, and learn from each other.

Richard Franzi works exclusively with CEOs and executive teams of middle market firms. His firm, Critical Mass for Business, is dedicated to making a lasting positive impact on the lives of business leaders through the power of peer learning. Ric is one of the nation's foremost experts on CEO Peer Groups®. His work has been featured in national media such as, CNBC, American Express Open Forum, and the local publications Orange County Register and Orange County Business Journal. He is the author of the landmark book "Critical Mass: The 10 Explosive Powers of CEO Peer Groups," the first ever book written about the value of CEO Peer Groups®. His second book, "The Power of CEO Guiding Principles," is now in its third release. The book features over 100 CEOs sharing insights into their guiding principles.

4:00 pm Adjourn 

SATURDAY, OCT. 14, 2017 

7:30 am - 8:45 am | Breakfast
7:30 am - 11:30 am | CAI Bookstore

9:00 am - 10:00 am | General Session
Killing Cats Leads to Rats: Unintended Consequences in Business Performance
Ric Franzi, CEO Peer Groups® Chair, Critical Mass Radio Show Host
Critical Mass for Business | Orange County, CA

In this session, Ric explains how unintended consequences of CEO decisions can undermine employee confidence and performance. He also demonstrates how improving the "decision-making environment" can help CEOs make higher quality decisions for their organizations.

10:00 am - 11:30 am | Networking and Idea Sharing
11:30am | Retreat Adjourns

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