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Are you looking for an edge? Our events are packed with transformational ideas.

Are You Leading with Ideas?

The vision of the Elevation Forum and Leadership Summits is to expand an executive’s strategic understanding, with access and network capabilities.  This is provided in a trusting environment, with confidential peer insights into many of the difficult industry challenges facing small and mid-size companies.

The vision of the Elevation Forum and Leadership Summits is to expand an executive’s strategic understanding, with access and network capabilities.  This is provided in a trusting environment, with confidential peer insights into many of the difficult industry challenges facing small and mid-size companies.

Forum Themes

If you are looking for cutting edge strategic insights and special access to many of the top retail executives, then join this elite executive group.

  • Discuss business challenges with confidential advisors & peers
  • Gain access to ideas from industry influencers & thought leaders
  • Uncover tactical thought processes from many of the top national retailers
  • Be present for discussions on planning & valuable customer marketing
  • Discuss organizational design / sales effectiveness practices
  • Take advantage of leadership development training programs
  • Gain wisdom into emerging industry trends and their implications

Upcoming 2020 Events

JBP FACILITATION FORUM | March 12 , 2021

Featuring former McKesson President of Retail Solutions, Chris Dimos, former Dollar General Chief Merchant, Jason Reiser and Sam’s Club SVP of Consumables and OTC, Sean Jackson.

Elevation Forum | April 24

Forum to be held in Scottsdale, Az with Wegmans, Walgreens, McKesson

OMNI CHANNEL LEADERSHIP FORUM | June 11, 2021

Featuring Walmart’s Lori Flees and Target’s Doug Stukenborg.

2017 Events

The Identity of Elite Companies

What do the elite emerging companies do that larger players wished they understood?  How do you defend against up and coming rivals?  These ten practices are detailed in the book Dark Horse: How Challenger Companies Rise to Prominence.

  • Their business is personal, it’s an extension of their identity and it’s about more than profit.

  • They listen well and stay in alignment with top customers.
  • They use their organization’s hidden assets to create differentiating value.
  • They create a clear, vibrant business blueprint and share it openly with employees.
  • They carefully and wisely pick their customers and their partners.
  • They co-create innovation with customers.
  • They move quickly to meet consumer shifts to create new experiences.
  • They influence the influencers who help build their brand.
  • They are very agile, nimble and seize new opportunities much faster than competitors.
  • Corporate culture operates with a spirit of grace and honor.