Owner/CEO Council

Owner/CEO Council

Cross-industry (Mixed)

Geographic Spread:

Local (same city/metro area)

Primary Meeting City:

Greensboro NC

Meeting Venue Type:

Office/Business Center

Company Revenue Range:

$5M - $25M

Group Size:

6-8 members

Roles Represented:

Business Owner, President

Monthly Membership Fee:

Monthly Membership Fee:

Monthly Membership Fee:

$

650

/

mo

Additional Costs:

Additional Costs:

Additional Costs:

none

SHARE

1. Strategic decisions are a)identified (amongst all that is happening), b)new angles/ideas are prompted, and c)2-3 Commitments are made = progress 2. Business Leadership Best Practices, on 3 angles: - Process Optimization - Value maximization - Managing & Developing Others

1. Member Commitment progress & One Strategic Challenge (25min/ 5min each) 2. 3 Members Challenges discussed: Q&A then Suggestions - 30 min each 3. One Best Practice - each Member answers 3 qstns as prep so can apply BPractice 45min

Meeting Frequency:

Monthly

Typical Duration:

4+ hours

Guest Speakers:

Quarterly

Member Presentation Frequency:

Most meetings

Social/Networking Components:

Specialists introduced post mttg when relevant. Two evening gatherings w spouses each year.

Facilitator Leadership Style:

Highly Structured

Group Communication Style:

Casual

Expected Preparation Time:

Minimal (under 1 hour)

Administrative Support Level:

Moderate support

Accountability Level:

High

Confidentiality & Trust Practices

Strict confidentiality - everything shared stays in the group

Digital Platforms Used:

Zoom if Member is travelling (max 2X per year)

Jane Sommers-Kelly

LX Council

Finance/Business advisory > 11 yrs on Wall Str (JPM) & Europe (Head of Bankers Trust Czech& Slovak office) > 18 yrs consulting w multi-nationals on strategic leadership challenges

What makes your group unique?

Members time is maximized by our process, and hard questions are asked. Accountability and respect for each Companies unique context. Plus introductions to domain experts when needed thanks to Facilitator’s broad network.

Application & Interview Process

One 30 min zoom call, where each learns how the other « works ». 2. Potential Member attends Meeting (90 min) to meet the Members & experience our process. 3. Debriefing mttg w/ JSK to both confirm fit & ROI

Member Success Story or Testimonial

« This group & accountability for es me to lift my head up from the day-day and identify the strategic issues I need to address. »

Business Impact Examples

One Member took action on data integration following his Challenge of Ops not coordinating w/ Finance nor Site Managers. The resulting shared project flow software and public dashboard of KPI Progress aligned his leaders and saved 6-8 hrs per week.

Resources & Materials Provided

Monthly Best Practice tools + Quarterly 1:1 re Leaders progress & priorities for next Quarter.

1. Strategic decisions are a)identified (amongst all that is happening), b)new angles/ideas are prompted, and c)2-3 Commitments are made = progress 2. Business Leadership Best Practices, on 3 angles: - Process Optimization - Value maximization - Managing & Developing Others

1. Member Commitment progress & One Strategic Challenge (25min/ 5min each) 2. 3 Members Challenges discussed: Q&A then Suggestions - 30 min each 3. One Best Practice - each Member answers 3 qstns as prep so can apply BPractice 45min

Meeting Frequency:

Monthly

Typical Duration:

4+ hours

Guest Speakers:

Quarterly

Member Presentation Frequency:

Most meetings

Social/Networking Components:

Specialists introduced post mttg when relevant. Two evening gatherings w spouses each year.

Facilitator Leadership Style:

Highly Structured

Group Communication Style:

Casual

Expected Preparation Time:

Minimal (under 1 hour)

Administrative Support Level:

Moderate support

Accountability Level:

High

Confidentiality & Trust Practices

Strict confidentiality - everything shared stays in the group

Digital Platforms Used:

Zoom if Member is travelling (max 2X per year)

Jane Sommers-Kelly

LX Council

Finance/Business advisory > 11 yrs on Wall Str (JPM) & Europe (Head of Bankers Trust Czech& Slovak office) > 18 yrs consulting w multi-nationals on strategic leadership challenges

What makes your group unique?

Members time is maximized by our process, and hard questions are asked. Accountability and respect for each Companies unique context. Plus introductions to domain experts when needed thanks to Facilitator’s broad network.

Application & Interview Process

One 30 min zoom call, where each learns how the other « works ». 2. Potential Member attends Meeting (90 min) to meet the Members & experience our process. 3. Debriefing mttg w/ JSK to both confirm fit & ROI

Member Success Story or Testimonial

« This group & accountability for es me to lift my head up from the day-day and identify the strategic issues I need to address. »

Business Impact Examples

One Member took action on data integration following his Challenge of Ops not coordinating w/ Finance nor Site Managers. The resulting shared project flow software and public dashboard of KPI Progress aligned his leaders and saved 6-8 hrs per week.

Resources & Materials Provided

Monthly Best Practice tools + Quarterly 1:1 re Leaders progress & priorities for next Quarter.

1. Strategic decisions are a)identified (amongst all that is happening), b)new angles/ideas are prompted, and c)2-3 Commitments are made = progress 2. Business Leadership Best Practices, on 3 angles: - Process Optimization - Value maximization - Managing & Developing Others

1. Member Commitment progress & One Strategic Challenge (25min/ 5min each) 2. 3 Members Challenges discussed: Q&A then Suggestions - 30 min each 3. One Best Practice - each Member answers 3 qstns as prep so can apply BPractice 45min

Meeting Frequency:

Monthly

Typical Duration:

4+ hours

Guest Speakers:

Quarterly

Member Presentation Frequency:

Most meetings

Social/Networking Components:

Specialists introduced post mttg when relevant. Two evening gatherings w spouses each year.

Facilitator Leadership Style:

Highly Structured

Group Communication Style:

Casual

Expected Preparation Time:

Minimal (under 1 hour)

Administrative Support Level:

Moderate support

Accountability Level:

High

Confidentiality & Trust Practices

Strict confidentiality - everything shared stays in the group

Digital Platforms Used:

Zoom if Member is travelling (max 2X per year)

Jane Sommers-Kelly

LX Council

Finance/Business advisory > 11 yrs on Wall Str (JPM) & Europe (Head of Bankers Trust Czech& Slovak office) > 18 yrs consulting w multi-nationals on strategic leadership challenges

What makes your group unique?

Members time is maximized by our process, and hard questions are asked. Accountability and respect for each Companies unique context. Plus introductions to domain experts when needed thanks to Facilitator’s broad network.

Application & Interview Process

One 30 min zoom call, where each learns how the other « works ». 2. Potential Member attends Meeting (90 min) to meet the Members & experience our process. 3. Debriefing mttg w/ JSK to both confirm fit & ROI

Member Success Story or Testimonial

« This group & accountability for es me to lift my head up from the day-day and identify the strategic issues I need to address. »

Business Impact Examples

One Member took action on data integration following his Challenge of Ops not coordinating w/ Finance nor Site Managers. The resulting shared project flow software and public dashboard of KPI Progress aligned his leaders and saved 6-8 hrs per week.

Resources & Materials Provided

Monthly Best Practice tools + Quarterly 1:1 re Leaders progress & priorities for next Quarter.

CONTACT:

Jane Sommers-Kelly

Share your goals and needs with this coach to see how they can best support you.

(* required)
Professional Information
Qualifying Questions

Primary business challenge you're facing (Multiple Choice) *

Main outcome you seek from peer group participation (Multiple Choice) *

Commitment & Fit Assessment

Previous peer advisory group experience *

Willingness to present your business to the group *

Additional information

Is there anything else you'd like to share?

Data processing consent

Page 1 / 1

CONTACT:

Jane Sommers-Kelly

Share your goals and needs with this coach to see how they can best support you.

(* required)
Professional Information
Qualifying Questions

Primary business challenge you're facing (Multiple Choice) *

Main outcome you seek from peer group participation (Multiple Choice) *

Commitment & Fit Assessment

Previous peer advisory group experience *

Willingness to present your business to the group *

Additional information

Is there anything else you'd like to share?

Data processing consent

Page 1 / 1

CONTACT:

Jane Sommers-Kelly

Share your goals and needs with this coach to see how they can best support you.

(* required)
Professional Information
Qualifying Questions

Primary business challenge you're facing (Multiple Choice) *

Main outcome you seek from peer group participation (Multiple Choice) *

Commitment & Fit Assessment

Previous peer advisory group experience *

Willingness to present your business to the group *

Additional information

Is there anything else you'd like to share?

Data processing consent

Page 1 / 1