9th Annual CEO Leadership School
Top Corporate Leaders Share Their Secrets of Success
Sunday, October 11, 2009 • 8:30 a.m. to 1 p.m.
Intellectual, Financial, Physical, Psychological, Spiritual
The CEO Leadership School this year will discuss the
subject of How to Balance Your Five Equities. In
order to be successful, leaders must lead balanced
lives. This same balance is common to all successful corporations.
Following is a list of the Five Equities and their individual
and corporate application.
1) Intellectual Equity
Individuals must work hard all their lives to increase
their intellectual capital. Learning is not something
that only happens in school but is a lifelong quest.
Learning habits must be ingrained and reinforced.
Mike Vance, the first Dean of Disney University, recommends
that leaders read at least 300 books a year. In addition, he
recommends reading multiple magazine, newspapers and websites. Attending
seminars and workshops is also important. So is meeting others
and listening to lectures.
For corporations, intellectual equity means recruiting
bright people and instituting procedures to retain
them. It means promulgating policies that help employees
to learn, sharpen their skills and broaden their
horizons. In a very real sense, the true wealth of any organization
is found in its people. Disney is one corporation which goes
to great lengths to care for its employees, believing that
it is the best investment they can make in customer
service.
2) Financial Equity
Where individuals are concerned, this is a matter of
earning enough income to cover expenses and setting
aside funds during one’s working life to cover
expenses incurred during retirement years. It involves prudent
investment and various forms of savings. The CEO Leadership School
will help guide attendees and direct them on the path to financial
security.
From the corporate point of view, financial equity
means ensuring the long-term viability of the organization. Every
entity invariably goes through cycles of boom and
bust. Aggressive strategic and financial planning
can even out some of the peaks and valleys. A corporation must
be able to provide for and sustain its employees. At the
same time, it must invest in technology and infrastructure,
as well as research and development. Speakers at
the CEO Leadership School will describe tactics that
have been used successfully by other corporations
to ensure their prosperity and viability.
3) Physical Equity
For individuals this means eating right, getting plenty
of rest, exercising and adopting habits that result
in long-term well-being. It also means avoiding
behavior which is unhealthy or downright destructive.
Nurses, aides and therapists are often so busy taking care
of everyone else that they sometimes forget to take care
of themselves. Speakers at the CEO Leadership
School will help caregivers to conduct a personal
health audit and to establish a plan that results
in maximum health and wellness.
From the corporate point of view, physical equity
poses the question: What policies and procedures
are in place to ensure the health of its employees
and of the corporation? One such policy involves risk management,
that is the systematic identification of potential problems. A
second is contingency plans to be put in place as, for example,
in the case of a pandemic or national emergency. Another
line of inquiry is an analysis of the physical environment.
CEO Leadership School speakers will describe why
individuals inevitably reflect their environment
and provide suggestions about steps to make it as functional
and therefore as productive as possible.
4) Psychological Equity
For individuals, this has to do with personal attitudes. Are
people basically optimistic or pessimistic? Do they
see the glass of life as half full or half empty?
The literature is replete with studies that show
positive expectations yield positive results. Henry Ford
said it best: “Believe you can or believe you
can’t — either way you will be right." Speakers
at the CEO Leadership School will share their experience
about this form of positive thinking reinforced by action.
From the corporation’s point of view, this
is about shaping a can-do corporate culture. It
involves persuading individuals to think and act
like a team that believes working together in the spirit
of excellence can accomplish pretty much anything
at all. Speakers will show how to build on the accomplishments
of the team's most positive members, and play on
the strengths of all employees. This sometimes involves
removing individuals who are negative or toxic. They are
the ones who bring others down rather than inspire
them and lift them up to peak performance.
5) Spiritual Equity
This relates to the relationship between individuals
and whomever or whatever they consider a high power.
The Supreme Being is known by many names, but most
people on the planet believe in God. Also, most religions
share some form of the Golden Rule and agree with Aristotle and
Dr. Martin Luther King, Jr., that the “purpose of
life is to serve others and do good." Even those
who do not believe in God believe in something beyond
themselves, and think there is an order to the universe.
Albert Einstein wrote, “Only a life lived for others
is worthwhile.” Those persons who have come
to terms with this question are inevitably more at
peace and in a better position to handle the exigencies
and vicissitudes of life. They are also more productive, more
creative and more resilient.
From the corporate point of view, these questions
become; What are the corporate values? What is the
central purpose of the organization? To what
extent does the corporation live up to its values?
To what extent does it fulfill its public purpose? The
CEO Leadership School speakers will describe the
importance of managing not in terms of the short-term
bottom line but in concert with top-of- the-line values. The
most successful corporations such as Nordstrom, Southwest
Airlines, Ritz-Carlton and Starbucks are tied together
by the fact that they have adapted the Golden Rule
as their central business tenet.
Balance
The Five Equities are each important individually, but
true success for both the individual and the corporation
lies in the ability to maintain all five in balance
simultaneously. This notion of balance or moderation
in all things was a central doctrine of ancient Greek philosophy
and has renewed importance in the current challenging economic
climate. As the CEO Leadership School speakers will point out,
the road to success for individuals and corporations is
paved by fastidious attention to balancing each of
these all-important equities.
Separate Registration Required – Continental Breakfast and Luncheon included in registration costs.
Invited speakers will include the following, subject to
their acceptance.
Patrick A. Spence
Managing Director, North
America
RIM, Research in Motion
Patrick A. Spence joined
Research in Motion (RIM) in 1998 and has been part of the senior management
team that helped the company become one of the world’s leading
information technology success stories. As Managing Director, North
America, his primary responsibility is managing and growing RIM’s
business with its partners in North America.
Upon joining RIM, Patrick
was responsible for leading and building the company’s business
in the financial industry which remains its largest single market.
Patrick was promoted
to Director (2002), Vice President (2004), RIM Asia-Pacific Region,
where he developed the sales, marketing and operations teams to make
RIM successful in that region. More recently Patrick returned to North
America as Vice President (2006), AT&T and Rogers Wireless Business
Unit, overseeing significant growth and all aspects of business operations.
Prior to joining RIM,
Patrick worked in sales and marketing at IBM.
Patrick graduated from
the Richard Ivey School of Business at the University of Western Ontario
with an Honours Bachelor of Arts in Business Administration.
 Dick Grace, Founder
Grace Family Vineyards
Dick Grace made a successful career in San Francisco and a stockbroker. He left it behind to teach others the secrets of his success and to establish Grace Family Vineyards in Napa Valley. His goal wasn’t retirement or a life of ease but entrepre neurial philanthropy. Grace has used the millions in profits generated from the sales of his high quality wines to help build schools, hospitals and help suffering, homeless or underprivileged people throughout the world.
 Peter Samuelson
Film Producer and Social Entrepreneur
Peter Samuelson in one of the most successful film producers in Hollywood. He is both a visionary and an astute businessman. Many people will remember him for movies such as “The Return of the Pink Panther.” Others will remember him as the founder of the Starlight Starbright Foundation which support critically ill and terminally ill children. Samuelson is known worldwide for his prodigious achievements in film, business and in charity.
 Marie Gray
Co-founder of St. John’s Knits
As the co-founder of St. John’s Knits, Marie Gray developed a line of women’s clothing which were at once elegant and comfortable. The company which she built in Orange County, California became known worldwide and recognized in par with European designers such as Valentino and Channel. Along the way, her clothes have become universally known and desirable. Ms Gray has dressed many of the world’s most elegant women including company spokesperson Angelina Jolie. As successful as she has been in the business world, Ms. Gray has made and equally indelible mark in the field of charity. She has supported numerous charities most especially ChildHelp whose mission is to limit child abuse and to assist its victims.
 Phil Olsen
Former NFL Great and President of Know Your Strengths
Phil Olsen was an all-American football star in college before joining his brother Merlin as part of the Los Angeles Rams “fearsome foursome” defense. After years of success on the Gridiron, Olsen established his company, “Know Your Strengths” designed to help corporations implement the best in leadership and management lessons. Olsen is in demand as a speaker and has consulted with many of the Fortune 500 companies helping them to hire and retain top people and to build a winning culture.
 Father Greg Boyle
Founder, Homeboy Industries
Father Greg Boyle, the Founder of Homeboy Industries is an astute businessman. In his capacity as a Catholic priest he asked to be assigned to the toughest parish in the nation and was sent to East LA which was known for its gang violence. As he puts it, it grew tired of burying children and knew that he had to do something more directly to deal with the root causes of the problem. He left his traditional duties with the church to found a non-profit organization and set out to win the trust of over 100 gangs which ruled the street. Once he had achieved a fragile truce and trained hundreds of youths for jobs, he was dismayed that no one would hire these young people many of who had criminal records. His solution was the use the free enterprise system and get into business. He created Homeboy Industries, a for profit corporation that is owned and run by the former gang members who have put great passion into making this successful. The business, which of course, does hire former gang members includes a moving company and a restaurant. Homeboy Industries has prepared former gang members for gainful employment, some of whom have gone on to open their own businesses. Father Boyle is in demand as a speaker and business consultant who shares the lessons of his success.
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