2021 Agenda

The Harold Pratt House . 58 East 68th Street . New York . NY

Wednesday, November 17, 2021

2:00 PM Welcome

Dennis Carey – Founder, CEO Academy & Vice Chairman, CEO & Board Recruiter, Korn Ferry

Michael Useem – Professor of Management and Faculty Director of the Leadership Center & McNulty Leadership Program, Wharton School

2:05 Leading Under Pressure

Erika James – Dean, The Wharton School and Director, Momentive Global Inc.

2:50 Leading with Passion: What that Means

Alan Mulally – Former President & CEO, Ford Motor Company and Director, Google Inc., Carbon 3D and the Mayo Clinic

3:30 What Do Shareholders Want From Boards?

Donna Anderson – Head of Corporate Governance, T. Rowe Price Associates Inc.

Benjamin Colton – Global Co-Head of Asset Stewardship, State Street Global Advisors

Abe Friedman – Partner & Head, PJT Camberview

William McNabb – Former Chairman & CEO, Vanguard and Director, IBM Corporation & UnitedHealth Group Inc.

4:15 Break

4:30 What Good CFOs are Sharing with Their Board

Clare McGrory – Chief Financial Officer & Chief Compliance Officer, Atairos Management LP

David Meline – Chief Financial Officer, Moderna Inc. and Director, ABB Ltd.

Leslie Seidman – Former Chairman, Financial Accounting Standards Board, and Director, General Electric Company & Moody’s Corporation

John Shrewsberry – Former Senior Executive Vice President & Chief Financial Officer, Wells Fargo & Company

Facilitated by Tandra Jackson – Vice Chair, Growth and Strategy, KPMG

5:15 The Geopolitics of Energy

Meghan O’Sullivan – Kirkpatrick Professor of the Practice of International Affairs and Director, Geopolitics of Energy Project at Harvard University’s Kennedy School, and Board Director, Raytheon Technologies Corporation

6:00 Cocktails

7:00 Dinner

Speaker: Jeremy Siegel – Russell E. Palmer Professor of Finance, The Wharton School

Topic: The Economy and Market Dynamics

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Thursday, November 18, 2021

8:00 AM Informal Breakfast

8:45 The U.S. / Asia Connection – Future Prospects / Barriers

Aloke Lohia – Chief Executive Officer, Indorama Ventures

Mekala Krishnan – Partner, McKinsey Global Institute

John Zhang – Tsai Wan-Tsai Professor, Professor of Marketing, Director, Penn Wharton China Center, The Wharton School

Facilitated by Harbir Singh – Mack Professor of Management, Co-Director, Mack Institute for Innovation Management, Vice Dean, Global Initiatives, The Wharton School

9:30 New Ideas for Leaders and Their Board of Directors

Richard Kramer – Chairman, President & CEO, The Goodyear Tire & Rubber Company and Director, Sherwin-Williams Company

Mark Turner – Former Executive Chairman, WSFS Financial Corporation and Director, WSFS Financial Corporation

Dawn Zier – Former CEO, Nutrisystem and Director, Spirit Airlines Inc., Hain Celestial Group Inc., Prestige Consumer Healthcare Inc., and Purple Innovation Inc.

Facilitated by Martine Haas – Lauder Chair Professor & Professor of Management, The Wharton School

10:30 Break

10:45 Managing a Board from a CEO’s Perspective

Gary Adams – Director, Phillips 66 & Trecora Resources Inc.

Greg Garland – Chairman & CEO, Phillips 66 and Director, Amgen Inc.

John Lowe – Director, Phillips 66, APA Corporation, & TC Energy Corporation

Facilitated by Richard Truesdell – Partner, Davis Polk & Wardwell

12:00 Lunch

1:00 Managing Your Portfolio

Ken Keverian – Former Senior Vice President, Corporate Strategy, IBM Corporation

Raj Ratnakar – Senior Vice President & Chief Strategy Officer, DuPont Inc.

Facilitated by Thomas Donaldson – Mark O. Winkelman Professor, Professor of Legal Studies & Business Ethics, The Wharton School

2:00 Thinking for the Long-Term

Ram Charan – Best Selling Author and Business Advisor

Brian Dumaine – Founder & Editor in Chief, High Water Press, and Contributor,

Fortune Magazine

Rodney Zemmel – Senior Partner and Global Leader, McKinsey Digital, McKinsey & Company

Facilitated by Michael Useem – Professor of Management and Faculty Director of the Leadership Center & McNulty Leadership Program, Wharton School

3:00 Break

3:15 How Should Companies Be Thinking About Transformation?

George Bailey – Senior Fellow, Center for Global Enterprise, Digital Supply Chain Institute

Ram Charan – Best Selling Author and Business Advisor

Tom Quinlan – Former Chairman & CEO, LSC Communications

Facilitated by Rodney Zemmel – Senior Partner & Global Leader, McKinsey Digital, McKinsey & Company

4:15 Talent Is Paramount

Gabriella Giglio – CHRO & Executive Talent, General Catalyst

Nadia Rawlinson – Chief People Officer, Slack Technologies Inc., and Director, Vail Resorts Inc. and J. Crew Group

Andrea Coughlin Rowley – Senior Vice President & CHRO, AltaGas

Tim Richmond – Executive Vice President & CHRO, AbbVie Inc.

Facilitated by Katherine Klein – Edward H. Bowman Professor, Professor of Management & Vice Dean Wharton Social Impact Initiative, The Wharton School

5:15 How Does Private Equity Govern, Compared to Public Corporations

Don Gogel – Chairman, Clayton Dubilier & Rice

6:00 What Have You Learned? Key Takeaways

Dennis Carey – Founder, CEO Academy & Vice Chairman, CEO & Board Recruiter, Korn Ferry Michael Useem – Professor of Management and Faculty Director of the Leadership Center & McNulty Leadership Program, Wharton School

6:15 Cocktails

7:00 Dinner

Prium Prize: Awarded to Marillyn Hewson, Former Chairman, President & CEO, Lockheed Martin Corporation, and Director, Johnson & Johnson and Chevron Corporation; and Dr. Albert Bourla, Chairman & CEO, Pfizer Inc.