2025 Executive Roundtable

Stambaugh Ness is thrilled to announce our sponsorship of the 2025 Executive Roundtable Retreat, scheduled for October in the picturesque Napa Valley! This premier three-day event, hosted by Zweig Group, brings together industry leaders for insightful discussions, strategic planning, and networking opportunities in a serene setting.

This is a distinctive gathering designed for C-suite leaders—CEOs, CSOs, and their executive peers—to engage in facilitated discussions centered on strategy, growth, and innovation. This intimate event format is crafted to optimize opportunities for attendees to connect, share experiences, and gain insights pertinent to their leadership roles.

Moderated by Zweig Group’s Chad Clinehens, Tracey Eaves, and Ying Liu, the Executive Roundtable Retreat offers participants valuable perspectives, innovative ideas, practical frameworks, and tools, as well as the chance to build a network of colleagues committed to effective leadership and strategic advancement.

Attendees are encouraged to bring their unique challenges and successes to the table, ensuring that roundtable discussions address the core issues necessary to drive meaningful change within their organizations.

Topics include, but are not limited to:

• Enhancing recruitment and retention strategies
• Exploring the future of the design profession amid technological innovation
• Developing dynamic leadership teams with a forward-looking focus
• Navigating the evolving landscape of firm valuation
• Maximizing return on investment
• Organizational structuring and alignment for change leadership
• Fostering a culture of entrepreneurialism
• Succession planning and ownership transition
• Building a resilient C-suite and effective governance structures
• Balancing time management with work-life integration
• Addressing and resolving conflicts
• Managing firm growth through organic means and acquisitions
• Setting bold visions and strategic directions
• Mobilizing leadership to drive performance and innovation
• Understanding the evolving roles of executives in an AI-driven era
• Additional topics as identified by attendees

Upon completion, attendees will be eligible to receive 10 LU/PDH credits. A certificate of completion will be provided electronically for self-reporting.

Click here for tentative agenda