Fall 2021 Invitation-Only CEO Conference

Tuesday, October 19, 2021 ● 8:45 to 11:30 am

Join Us In Person at the Kimmel Center for the Performing Arts or participate via livestream


• An exciting presentation on what is NEXT by

Richard Vague

Richard Vague
Entrepreneur, author, and community & civic leader

• An exclusive report on the latest Satell Institute commissioned CSR research

Dr. Peter Frumkin
Dr. Peter Frumkin
Founding Research Director, Satell Institute
Mindy and Andrew Heyer Chair in Social Policy, University of Pennsylvania

• A fast-paced dialogue with four exceptional, well-known Satell Institute Member CSR Practitioners

Mark Baiada
Chairman, Bayada Home Healthcare International, Inc.

Rodger Levenson
Chairman, President & CEO, WSFS Bank

Rodger Levenson

Keith Leaphart
Chairman, Lenfest Foundation
CEO, Philanthropi

Keith Leapart

Lauren Swartz
President & CEO, World Affairs Council of Philadelphia

Lauren Swartz

• A rapid-fire expanded attendee Q&A with all the Presenters

The presentations and Q&A will be followed by the Institute's hallmark candid and confidential CEO peer discussions.

Fall 2021 CEO Conference Committee

Conference Chair: Nick Bertram, President, The GIANT Company

Conference Vice Chair: Rodger Levenson, Chairman, President & CEO, WSFS Bank

Suchit Bachalli, CEO, Unilog ● Malik Brown, President & CEO, Graduate! Philadelphia ● Marc Brownstein, President & CEO, Brownstein ● Marc Bruno, COO, US Foods & Facilities, Aramark ● Rip Collins, CEO & President, The Matworks ● Anthony J. Conti, Managing Partner, PwC (ret.) ● Neil A. Cooper, Executive Partner, Royer Cooper Cohen Braunfeld, LLC ● Jay Culotta, Chair, Wawa Foundation ● Andrea Custis, CEO, Urban League of Philadelphia ● Jim Dever Jr., Market President, Bank of America ● Elijah Dornstreich, Principal, Alliance Bernstein ● Mike Duff, VP, Community Engagement, Penske Transportation Solutions ● Daniel K. Fitzpatrick, President, Citizens Bank ● Peter Grollman, Senior Vice President, Children’s Hospital of Philadelphia ● Robert M. Hill, President, Retail Sites ● Thomas Holt III, Manager & Co-owner, Holt Logistics Corporation ● Michael Innocenzo, CEO, PECO ● Loree D. Jones, CEO, Philabundance ● Michele Juliana, Principal, RSM US LLC ● Robert J. Keyes, President & CEO, ELITE Salons & Suites ● Keith Leaphart, Chairman, Lenfest Foundation; CEO, Philanthropi ● Lorina Marshall-Blake, President, Independence Blue Cross Foundation ● John McConnell, Founder & President, Cristo Rey Philadelphia High School ● Mary Meder, President, Harmelin Media ● Felicite Moorman, Founder, ZRF Global ● William Sasso, Chairman Emeritus, Stradley Ronon ● Casey Satell, Director of Institutional Giving, Franklin Institute ● Bernie Shields, Regional President, M&T Bank ● Joseph Spause, Vice President, Danella Companies ● Lauren Swartz, President & CEO, World Affairs Council of Philadelphia ● John Walsh, CEO, UGI Corporation (ret.) 

The Satell Institute thanks our host, the Kimmel Cultural Campus and President & CEO Anne Ewers

Fall 2021 CEO Conference Attendees

The Mann logo
Kimmel Cultural Campus logo
The GIANT Company logo
Matworks logo
SI YES Partner National Liberty Museum
Royer Cooper Cohen Braunfeld, LLC logo
Wawa Foundation
SI YES Partners Franklin Institute
Universal Display Corp.
Philadelphia Union logo
Vallon Pharmaceuticals
MSC - Real Estate
Asset Map
The Kennedy Companies logo
Sharing Excess
Woods Services
Philadelphia Zoo logo
Philadelphia Youth Sports Collaborative
Teach for America logo
The Philadelphia Orchestra
ELITE Salons & Suites logo
Balford logo
MSS logo
MBF Therapeutics logo
Support Center for Child Advocates logo
Morgan Stanley
Global Tax Management
PNC Bank logo
AIIR Consulting
Achieve Next logo
Dranoff Properties logo
Philadelphia Works logo
Visit Philadelphia logo
Aero Aggregates logo
Holman Enterprises
Mindset Strategies logo
African American Chamber of Commerce PHL
The Philly Pops logo
Wakefern Food Corp. logo
OIC Philadelphia logo
Context Capital Management logo
Civic Capital Consulting logo
The Rock School logo
Jewish Family Services of Palm Beach County logo
Jingoli logo
Drexel University logo
Greyhawk logo
Agile Cat logo
Closet & Storage Concepts logo
1251 Capital Group logo
White & Williams logo
ElectroSoft logo
REC Philly
SI YES Partner Special Olympics PA
SI YES Partner Caron Foundation
The Main Line Chamber of Commerce logo
“While I was certainly aware of the Satell Institute, it wasn’t until I attended their CEO Conference as a guest that I was truly blown away by the caliber of the CEOs involved. I signed up on the spot. I have a decent amount of years ahead of me in my career, and I feel like it’s important to never stop learning. I also believe that in order to do big things, you have to partner together to have a greater impact. That’s the real value of the Satell Institute – it’s a collective force that can really create change. At UHC, we’re accustomed to longer-term engagements with our nonprofits, so the multi-year commitment required for Satell Institute members felt natural. And while we tend to have national partnerships, we know that all things happen at a local level.”
Dan Tropeano
CEO in PA & DE, United Healthcare

Here is what past participants have said about the Candid CEO Idea Exchange

The breakout sessions at the conference capture the essence of the Satell Institute.  For me, they provide a unique opportunity for leaders to share ideas, learn from each other and explore the potential for collaboration as we strive to address the most critical issues facing our communities and our companies.

John L. Walsh, CEO, UGI Companies 

Where else can you network with nearly 200 CEOs and learn best practices about corporate philanthropy? Satell Institute is so unique and so powerful for our community.

Marc Brownstein, President & CEO, Brownstein

While I was certainly aware of the Satell Institute, it wasn’t until I attended their CEO Conference as a guest that I was truly blown away by the caliber of the CEOs involved. I signed up on the spot. I have a decent amount of years ahead of me in my career, and I feel like it’s important to never stop learning. I also believe that in order to do big things, you have to partner together to have a greater impact.
Dan Tropeano, CEO United Healthcare PA & NJ

It was great for me to be around other leaders and to hear their philosophies about why they give and how they live.  I had never run an organization this size before, and it was great being around other CEOs who care and have the heart to do something positive.

Travis Rhodes, Regional President, Truist

If you want to make a difference and an impact in your community, these members are already doing it and it’s a great place to hear about how they’ve done it. Just being in the same room with those people is inspiring. It’s a place where people understand that to get anything done in the community, you need the money and insight from the private sector.

Tom Caramanico, President, McCormick Taylor

The Satell CEO Breakouts are a real highlight of our conference as they allow business leaders to share ideas and issues that they deal with daily.  Given the current obstacles impacting business and our region today, I’m looking forward to collaborating with other leaders so we can come together to speed up the recovery process, while helping to strengthen our non-profits that are so critical to our region.  

Robert J. Keyes, President & CEO, Image Studios

As we work to ensure that the promise of the American Revolution endures, our success depends on collaboration with corporate and foundation leaders who understand that healthy, strong and engaged communities are good for business and for people. The Satell Institute is such a powerful and effective force for bringing nonprofit and for-profit enterprise together. There could be no better example of how 1 + 1 can equal 3.

Dr. R. Scott Stephenson, CEO, The Museum of the American Revolution

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