Senior Management Council Meeting - September 2013


Tuesday, September 17, 2013 - 1:00pm to Wednesday, September 18, 2013 - 7:00pm

  • Agenda

Monday, September 16, 2013

6:30 p.m.


Optional Dutch Treat Dinner and Cocktails
(Spouses, Partners & Guests  Welcome)

  • Cocktails begin at 6:30 pm


Tuesday, September 17, 2013

5:45 a.m.


Meet in Lobby to take the shuttle to location for Morning Hike




5:45 a.m. – 7:45 a.m. 


Morning Hike with Roland Smith. 




9:00 a.m.



Breakfast in Remington Room #2 Restaurant

  • Council attendees will select from breakfast buffet in restaurant and then dine privately.




9:20 a.m.





9:30 a.m.


Member Project Sharing

Each Council member will briefly share a project you have been working on since the last meeting that you think your peers would want to know about.  




10:30 a.m.


Executive Dialogue




12:30 p.m.


Lunch in Remington Room 2 Restaurant

  • Council attendees will select from lunch buffet in restaurant and then dine privately




1:15 p.m.







Leadership Development - Council Peak Performance:
Increasing Influence and Impact

Session will include:

  • Identify Tactics to Improve Council Member Performance and leading teams
  • Increase the Ability of Council Leaders to Positively Influence Others
  • Complete Tactics Indicator assessment  tool    




5:00 p.m.






6:00 p.m.


Council Dinner and Cocktails
(Spouses, Partners & Guests  Welcome)


Wednesday, September 18, 2013

8:00 a.m.


Breakfast in White Rivers Room 2




8:30 a.m.


Six Sigma:  A Toolbox for Improving Quality and Solving Problems

  • Six Sigma is a robust process improvement methodology developed at Motorola in the 1980s and further refined by General Electric in the 1990s.  It provides a rigorous, fact-based structure for solving problems and improving processes in any type of business.  In this session, you will learn more about Six Sigma, the array of tools and processes it encompasses, and how you can leverage some of these to improve quality and solve problems in your own Family Office.






10:30 a.m.








10:45 a.m.


Restructuring a Family’s Investment Partnership






11:45 a.m.


Next Steps






12:00 pm



*** Business casual attire for meeting ***