Session Details
Date:
4:00 PM
Where:
Amerante (lower level)
More Information
Led by nationally recognized executive advisor, author, and leadership strategist Keri Laine, this session redefines the playbook for growth-minded investors and business leaders. Drawing from her book The 100-Year ROI, and two decades of direct deal and boardroom experience, Keri challenges participants to move beyond short-term operational wins and M&A mechanics. Instead, she delivers actionable methods for cultivating enduring value in capital, teams, and organizational legacy.
Key Themes & Objectives
- Unlocking the Other Side of ROI
- People as Performance Multipliers
- Financial and Legacy Metrics - Side by Side:
- Cracks vs. Convergence
- Leading Change in Complexity:
Guided Action:
Participants work through legacy checklists, leadership reflection prompts, and real-time exercises to diagnose “hidden cracks” and set goals for authentic culture, community, and personal legacy.
The session includes group dialogue for sharing best practices and crowd-sourced solutions, integrating experiences from every sector.
Who Should Attend?
- Private equity professionals and investors seeking sustainable portfolio growth and post-deal success.
- Board members and C-suites responsible for long-term strategy, succession, and organizational health.
- Operating partners charged with leading cultural and people transformation.
- Anyone ready to challenge conventional wisdom - and build organizations that outlast every market cycle.
What Will Participants Walk Away With?
- A clear framework for integrating talent, capital, and purpose - beyond spreadsheets and due diligence docs.
- The Board Legacy Dashboard template and a step-by-step guide for blending traditional financials with new impact metrics.
- A practical action plan and legacy commitments, ready to take back to their next board meeting, acquisition, or leadership offsite.
