“Risk, Reward, and Reality: Balancing Optimism with Discipline”

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.