Private CEO Conference 2022, Thursday, May 12

In Person or via Livestream

8-9 a.m. Networking Breakfast (in person)

9-11:30 a.m. Presentations & Peer Idea Sharing Tables (in person and livestream)

The Franklin Institute 

222 North 20th Street, Philadelphia

Complimentary Valet Parking in the attached garage

Planning to attend via Zoom?

Fast-paced dialogue with three exceptional, well-known Satell Institute Member CSR Practitioners followed by audience Q&A.


Tim McDermott, CEO of the Philadelphia Union, who’ll use the soccer franchise’s novel CSR efforts to discuss the WHY of CSR impact – from how it helps the community to how it helps the TEAM or company that’s doing it.

Jim Dever, Bank of America’s Greater Philadelphia Market President, who’ll talk about Bank of America’s esg (environmental, social, governance) criteria, strategies, partners, and how Bank of America is thoughtfully measuring the corporate and community impact of its CSR activities. 

Vernita Dorsey, Senior Vice President and Director of Community Strategy at WSFS, who’ll offer stories from multiple nonprofit leaders on the transformational impact dedicated, long term corporate philanthropy can have on nonprofits’ ability to deliver on their missions, all gleaned from her interactions with community partners.  

The presentations and Q&A will be followed by the Institute's hallmark candid and confidential CEO peer discussions - with a new twist at the request of our Members...

Innovative peer discussion “Affinity Tables” focused on shared interest in nonprofit IMPACT areas.

At registration, attendees will self-select their IMPACT area, or may choose to join general theme tables.

Community IMPACT Areas include: 

● Improving Educational Outcomes 

● Disadvantaged Children 

● Community & Civic Initiatives

● Human Services and Food Insecurity

● General Impact 

● Workforce Development

● Healthcare

● Arts, Culture and Museums

● Medical Research 

Special Thanks to our host, The Franklin Institute

We appreciate the enthusiasm and leadership provided by:

John L. Walsh, CEO, UGI Corporation (ret.), who serves as the Satell Institute Vice Chair for Conferences 

Rodger Levenson, Chairman, CEO, and President, WSFS Bank, serving as the Spring 2022 CEO Conference Chair  

David DeStefano, CEO Vertex, serving as the Spring 2022 CEO Conference Vice Chair 

And the Esteemed Members of the 2022 Conference Committee:

 ● Steve Abramson, Universal Display ● Matthew Aaron, Special Olympics PA ● Marcus Allen, BBBS ● Nick Bertram, The Giant Company ● Bobby Brandt, Benchmark Construction ● Malik Brown, Graduate Philadelphia ● Marc Brownstein, Brownstein ● Alan Cohn, Sage Financial ● Anthony J. Conti, PwC (ret.) ● Neil A. Cooper, Royer Cooper Cohen Braunfeld ● Jared Culotta, Wawa ● Bernie Dagenais, Main Line Chamber ● Elijah Dornstreich, AB Bernstein ● Vernita Dorsey, WSFS Bank ● Kevin Duffy, Tozour Energy Systems ● Daniel K. Fitzpatrick, Citizens Bank ● Morey Goldberg, Dena & Morey Goldberg Family Fund ● Greg Hagin, CCS Fundraising ● Tim Hughes, MSS, Inc. ● Michael Innocenzo, PECO ● Michele Juliana, RSM US ● Bobby Keyes, ELITE Design Studios ● Keith Leaphart, Lenfest Foundation ● Dave Magrogan, Harvest Restaurant Holdings ● Lorina Marshall-Blake, IBX Foundation ● Tim McDermott, Philadelphia Union ● Mary Meder, Harmelin Media ● Travis Rhodes, BB&T/Truist Bank ● Dave Rowan, BLOCS ● William Sasso, Stradley Ronon Chairman Emeritus ● Casey Satell, Satell Family, Franklin Institute ● Bernie Shields, M&T Bank ● Tamara Smith, Teach for America ● Doug Tieman, Caron Foundation (ret.) ● Patrick Ward, WSFS Bank ● John Walsh, UGI Corporation (ret.) 

The GIANT Company logo
SI YES Partner National Liberty Museum
Royer Cooper Cohen Braunfeld, LLC logo
Wawa Foundation
Universal Display Corp.
Philadelphia Union logo
Sharing Excess
Woods Services
Philadelphia Youth Sports Collaborative
Teach for America logo
ELITE Salons & Suites logo
MSS logo
Morgan Stanley
Global Tax Management
Achieve Next logo
Civic Capital Consulting logo
Jingoli logo
1251 Capital Group logo
ElectroSoft logo
SI YES Partner Caron Foundation
REC Philly
The Main Line Chamber of Commerce logo
Matworks logo
VMC logo
SI YES Partner Special Olympics PA
Holman Enterprises

Jackson Family Charitable Fund

SI YES Partner National Liberty Museum

Marvin Samson Foundation 


University Research Strategies. LLC

MBA Equities 

Ubrecht Family Fund 

Southeastern PA

Michael Kelly Philanthropy

Phoenix Nexus
Support Center for Child Advocates logo
AIIR Consulting
African American Chamber of Commerce PHL
Balford logo

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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