Rick Gray, CEO, TalentRise: I did not do enough homework on the people driving the revenue of the business. I went too hard too fast and needed to step back and rebuild trust. I wanted to change the mentality of “my score matters” to “our score matters.”
Morrie Elstein, Vice President, Cendrowski Corporate Advisors: I didn’t hire the right partners, and I needed to make leadership changes, as the wrong people were selected. I also would have done more thorough background checks.
At the Executives Luncheon, guests were asked what they see as “the biggest threat to their industry and how they plan to overcome it.” Here are some of the responses:
Josh Strauss: Robotic advisors and passive investing on your own are the biggest threats. If there is any complication, there needs to be a specialized advisor. Passive investing works well in a growing market.
Joanna Sobran: The biggest threat is ourselves. We need to find a way to merge some of the various business lines to focus momentum and so they become really good at everything they do.
Thank you to all who attended!
If you’re a business owner with 20+ employees who is interested in attending future TAG events, please email Bill Himmelstein at [email protected].
TAG Executives Breakfast Guest List
Mason Awtry, CEO, Rightsize Facility
Craig Castelli, Founder & CEO, Caber Hill Advisors
Mike Cavanaugh, Managing Partner, FinTech Ranger
Paul Detlefs, President, The Prestwick Group
Kenny Estes, Co Founder, West Loop Ventures
Grant Gochnauer, Co-Founder & CTO, Vodori
Matt Green, Co-Founder, VentureScale
Tom Gregg, President, Vehicle Acquisition Network
Richard Grossi, CFO, Kensium
Josh Haid, Managing Partner, Women’s Divorce & Family Law Group
Rhonda Jensen, President, Jensen Court Reporting
Mike Kupfer, President & CEO, Black Diamond Solutions
Guy Logan, CEO, Logan Consulting
Stan Logan, Chairman, Quality Back Office
Jim Macdonald, Managing Director, First Analysis
Andy Mack, CEO, SnapMobile
Joel Manning, Managing Partner, Manning Silverman
Joseph McCoy, Partner, Riley Safer Holmes & Cancila
Scott Nicholson, CEO, KO Business Solutions
Grigory Pekarsky, Managing Broker & Partner, Vesta Preferred Realty
Ben Renda, CEO, Global Capital
Ron Repking, Founding Partner, Sriracha Partners
Mitchell Roth, Managing Partner, Much Shelist, P.C
Karen Sanders, President, Sanders IT Consulting
Allan C Sutherland, Founder, President and CEO, In-telligent LLC
Rosemary Swierk, President, Direct Steel & Construction
Jon P. Talty, AIA, Chairman & CEO, OKW Architects
John Udelhofen, CFO, One North Interactive
Jason Van Zant, Managing Director, Keystone Capital
TAG Executives Luncheon Guest List
Jeff Asperger, Partner, Meltzer Purtill & Stelle LLC
Rory Dunne, Founder and Co-Managing Partner, Karbal Cohen Economou Silk & Dunne, LLC
Morrie Elstien, Cendrowski Corporate Advisors
Jessica Freiburg, Managing Partner, Sassetti LLC
James Gustin, Founding Partner, Fig Media
Judy Hogel, Executive Director, Chicago Family Business Council
Jonathan Rothstein, Senior Vice President, MB Financial Bank
David Stolarek, Senior Partner and Co-Founder at Porcaro Stolarek Mete Partners, LLC
Josh Strauss, Co-CEO, Pekin Singer Strauss Asset Management
TAGS