Fall 2023 Private CEO Conference
“Building Bridges for Impact: How Private Enterprise and
Nonprofit Organizations Partner to Create Thriving Communities”
October 31, 2023
7:45 a.m. to 11:00 a.m.
National Constitution Center, Philadelphia
Heniz History Center, Pittsburgh
John Fry of Drexel University and Michal Smith of Cradles for Crayons at the Fall 2023 Private CEO Conference
The Satell Institute, the leading CEO organization dedicated to Corporate Social Responsibility, is thrilled to announce the details of its Fall 2023 Private CEO Conference.
The dynamic gathering—to be held October 31st at the National Constitution Center in Philadelphia and livestreamed for members of SI’s Pittsburgh chapter and others—is entitled “Building Bridges for Impact: How Private Enterprise and Nonprofit Organizations Partner to Create Thriving Communities.” Flowing from the Institute’s belief that “community improvement is every leader’s business,” the inspiring event will highlight why the for-profit and nonprofit sectors must collaborate if communities are going to achieve their full potential.
The conference’s keynote conversation will feature one of America’s most transformational and highly regarded university presidents, John Fry.
Fry, president of Drexel University since 2010, is a visionary with a nationally recognized record of accomplishment in education, economic development, neighborhood transformation, and civic leadership. With a long history of building bridges and creating dynamic partnerships, Fry has earned the nickname of “Dream-maker,” an aspirational goal he’s achieved in each location where he’s served. In a fireside chat that will include extensive Q&A with the audience, Fry will share his thoughts on the power of collaboration and why it’s more essential than ever in bringing about the greater good.
Prior to his transformational tenure at Drexel, Fry was president of Franklin & Marshall College, executive vice president of the University of Pennsylvania, and a management consultant in the higher education and nonprofit sectors, serving as partner in charge of Coopers & Lybrand’s National Higher Education Consulting Practice. Fry serves on numerous boards, including the Federal Reserve Bank of Philadelphia, the Wistar Institute, Lafayette College and the Philadelphia Orchestra Association.
In addition to Fry, attendees of the conference—which is open to Satell Institute members and their invited CEO guests—will hear rapid-fire remarks from fellow SI members about Corporate Social Responsibility. The event will also feature the Satell Institute’s hallmark CEO Idea and Experience Exchange.
Chair of the fall conference is Dr. Keith Leaphart, chief health equity and community impact officer at Jefferson Health and chairman of the Lenfest Foundation, one of the most influential philanthropic organizations of the last decade. The event marks the Satell Institute’s 12th Private CEO Conference, which brings together prominent business leaders for an inspiring morning of discussion and idea sharing around Corporate Social Responsibility. Previous speakers have included education reform advocate and former Florida Governor Jeb Bush; former IBM chair and CEO Ginni Rometty; former Vanguard chair and CEO Bill McNabb; and numerous other dynamic business executives and thought leaders.
Talent and job readiness skills are on the minds of most CEOs these days, and the Satell Institute’s Spring 2023 Private CEO Conference will shine a light directly on these crucial issues.
Entitled “Changing Lives Now: Corporate Social Responsibility’s Impact on Education and Workforce Readiness,” the conference — open to Satell Institute members and invited guests — will dive deep into the role that corporations, foundations and nonprofits play in ensuring that America provides an effective, equitable education to all students and prepares skilled workers for the future.
The event — one of two widely attended and much buzzed-about CEO conferences the Satell Institute hosts each year — will take place on May 16th at the Franklin Institute in Philadelphia. The conference, sponsored by Philanthropi, will also be livestreamed to those who wish to attend virtually (including members of SI’s Pittsburgh and Central Pennsylvania chapters).
Offering the bipartisan keynote address will be Jeb Bush, the former Florida governor who’s widely respected on both sides of the aisle for his commitment to education. Bush is currently the Chairman of ExcelinEd, an organization that advocates for student-centered policies to increase learning, eliminate inequities, and ready graduates for college and career.
Also offering rapid-fire remarks at the conference will be two Satell Institute members: Susanne Svizeny, Executive Vice President and MidAtlantic Regional President of OceanFirst Bank, and Malik Brown, President and CEO of Graduate Philadelphia.
In addition to a keynote address by former IBM CEO and executive chair Ginni Rometty about the vital roles free enterprise and Corporate Social Responsibility play in building better companies and communities, the event will feature rapid-fire presentations from Satell CEO members about their experiences with CSR and how it benefits their companies, employees and community.
The speakers for the event, which is open to Satell Institute members and invited guests only, include:
Joe Dougherty, CEO, Buchanan Ingersoll & Rooney
Dougherty, who became CEO of Buchanan Ingersoll in 2016 and has played a critical role in the law firm’s growth, credits the Satell Institute for inspiration and helping him focus his attention on the firm’s CSR. He has been the Institute’s champion in helping to launch the Satell Institute’s new chapter in Pittsburgh.
Leslie Walker, Executive Director, Sixers Youth Foundation
Since joining the Sixers Youth Foundation in 2021, Walker has been developing, expanding and executing fully integrated programming designed to provide significant engagement within the Philadelphia and Camden communities through sports and entertainment. She’ll share behind-the-scenes stories on the important work of corporate foundations.
Matt Aaron, President and CEO, Special Olympics Pennsylvania
Over the last 13 years, Aaron has turned around this statewide nonprofit and fostered a strategic vision to expand the organization. SOPA has dramatically improved service deliveryand impact for its core constituencies, and Aaron has more than tripled annual revenues while positioning SOPA as an innovator and thought leader among peer organizations. He’ll talk about the vital role corporations play in supporting nonprofits.
Peter Frumkin, Ph.D., Satell Institute Research Director
Frumkin is the Mindy and Andrew Heyer Chair in Social Policy at the University of Pennsylvania and leads the Center for Social Impact Strategy. A noted CSR expert, he’ll present exciting and intriguing new research about consumer attitudes toward Corporate Social Responsibility.
In addition to the brief, insightful presentations (with audience Q&A), the conference will also feature SI’s hallmark, peer idea-sharing tables. These confidential, moderated tables give CEO members the opportunity to discuss CSR with their fellow business leaders.
The event, which is being chaired by David DeStefano, CEO of Vertex, is the 10th private CEO conference the Satell Institute has hosted. The conference begins at 8 a.m. with a networking breakfast and ends at 11:30 a.m.
Those will be the driving questions and valuable idea exchange at the Satell Institute’s Spring 2022 Private CEO Conference, on May 12th at the Franklin Institute in Philadelphia. Entitled IMPACT 2022: A New Era in Corporate Social Responsibility, the invitation-only conference will feature a morning of CEO presentations and idea exchange about the growing importance – and changing nature – of CSR as we move forward in a transformative world where CSR really counts for business and all who live and/or work in the community.
Rodger Levenson, Chairman, President and CEO of WSFS, serves as chair of the event, which is private for Satell Institute members and invited guests. David DeStefano, CEO of Vertex, serves as vice chair. A livestream of the conference will be available for members unable to attend in person.
The theme for the conference was suggested by the Satell Institute’s growing membership base, which now exceeds 300 members and affiliates. The twice-yearly private CEO conferences are the Satell Institute’s signature events, drawing a wide array of dynamic business leaders from Philadelphia, South Jersey and central Pennsylvania for discussion, strategizing, collaboration, and idea exchange.
In addition to a roster of speakers still to be announced, the spring conference will feature two new innovations:
- At the request of members, the breakfast that kicks off the event will be expanded to one hour and 15 minutes to allow for more informal networking among attendees.
- The roundtable peer idea exchange conversations that have long been the hallmark of the CEO Conference will now include several “affinity tables” dedicated to specific nonprofit impact areas, such as healthcare, workforce development, and improving educational outcomes. Attendees with a particular interest in one subject area can sign up to be placed at one of the affinity tables. The conference will also continue to feature general idea exchange groups.
The networking breakfast begins at 7:45 a.m., with presentations and peer-group sharing running from 9 a.m. – 11:30 a.m.
- Catherine M. Cahill, President & CEO, Mann Center for the Performing Arts (2021 Summit Co-Chair)
- Loree Jones, CEO, Philabundance
- Keith Leaphart, MD, Chairman, Lenfest Foundation & CEO, Philanthropi (2021 Summit Co-Chair)
- Evan Linhardt, VP, Private Wealth Management, Bernstein Private Wealth Management
- Peter Frumkin, PhD, Founding Research Director, Satell Institute & Mindy and Andrew Heyer Chair in Social Policy, University of Pennsylvania
- Mark Baiada, Chairman, Bayada Home Healthcare International
- Keith Leaphart, MD, Chairman, Lenfest Foundation & CEO, Philanthropi
- Rodger Levenson, Chairman, President & CEO, WSFS Bank
- Lauren Swartz, President & CEO, World Affairs Council of Philadelphia
With Insights from:
- Ed Satell, Founder & CEO, Satell Institute
A dynamic group of CEOs shared company growth strategies and best practices in CSR, followed by candid CEO peer-to-peer discussion groups, a Satell Institute hallmark with real take-home value.
Featuring Top Industry Leaders:
- Erika H. James, Dean, The Wharton School, University of Pennsylvania
- Madeline Bell, Children’s Hospital of Philadelphia (CHOP)
- Nicholas Bertram, The GIANT Company
- David Adelman, CEO, Campus Apartments; Co-Founder, FS Investments; and Founder Darco Capital
- Chris Franklin, Chairman & CEO, Essential Utilities, Inc.
- Chris Gheysens, CEO, Wawa
With insights from:
- Ed Satell, Founder & CEO, Satell Institute
- Marc Brownstein, CEO, Brownstein, and Spring 2021 CEO Conference Chair
Kevin Duffy, President, Tozour Energy Systems & Founding Affiliate Member of the Satell Institute
Gaining & Keeping: Corporate-Nonprofit Partnerships in Challenging Times
- Pedro A. Ramos, President & CEO, Philadelphia Foundation
- Peter Scher, Global Head of Corporate Responsibility & Chairman of the Mid-Atlantic Region, JP Morgan Chase
Video highlights of 6th Private CEO Conference – Coming soon…
Featuring Speakers / Panelists:
- Bruce Van Saun, Chairman & CEO, Citizens Financial Group, Inc.
- Stephen K. Klasko, M.d., M.B.A., President, Thomas Jefferson University * CEO, Jefferson Health
- Marc Brownstein, President & CEO, Brownstein Group
- Henri Moore, Global Director CSR, Corteva Dow Dupont
- Nick Bertram, CEO, Giant
Opening Remarks, Nonprofit Perspective
Partnering for Impact
Moderated by Bobby Keyes, CEO of Image Studios 360 and retired GM of Enterprise. John L. Walsh, CEO of UGI, Mike Innocenzo, CEO of PECO, Denise Sullivan, Executive Director, Flyers Charities, Kevin Duffy, President of Tozour Energy, and Debbie O’Brien, SVP Market Executive from Bank of America. By invitation only for SI Nonprofit Affiliates and their Senior Team.
Why Business Growth Leaders Value CSR
Dawn Zier, President & COO of Tivity (Nasdaq TVTY), former CEO of iconic brand Nutrisystem.
The Increasingly Dynamic Business Case for Corporate Social Responsibility
Scott O’Neil, CEO of Harris Blitzer Sports & Entertainment, including the Philadelphia 76ers (NBA), New Jersey Devils (NHL), Prudential Center, Team Dignitas, Delaware 87ers (NBA G League), and Binghamton Devils (AHL)
The Increasingly Dynamic Business Case for Corporate Social Responsibility
David L. Cohen, Senior Executive Vice President, Comcast Corporation, Chairman of Trustees, University of Pennsylvania
The Importance of CSR
F. William (Bill) McNabb III, Chairman, Vanguard