New York City | June 20-21, 2018

Bloomberg
Breakaway CEO
Summit

The Breakaway community is united by a shared purpose to achieve breakthrough performance. The Breakaway Summit is a gathering point for the community to acquire new strategies, skills, and perspectives that can transform their organizations, while building the peer relationships that make them more effective leaders.

Members include

Nadir Ali

CEO Inpixon

Keith Alper

CEO Nitrous Effect

Nicole Anasenes

Chief Financial Officer & Chief Operating Officer Squarespace

Alvaro Baltodano

CEO Integra Group

Nikki Barua

CEO Beyond Curious

Gregory Bedrosian

Managing Partner & CEO Drake Star Partners

David Berg

President & Founder Redirect Health

Joe Bergera

President & CEO Iteris

Rob Bernshteyn

CEO & Board Chairman Coupa Software

David Blatt

CEO CapStack Partners

Paul Buccieri

President A+E Networks Group

Andy Buyting

Founder & CEO Carle Publishing

Tammy Camp

CEO and Founder Stronghold

Jim Cantrell

CEO & Co-Founder Vector Launch Inc.

Michael Capasso

Founder & President C.A.C. Industries, Inc.

Keith Cargill

President & CEO Texas Capital Bancshares, Inc.

Chase Carlson

President & CEO Pioneer Building Services

Scott Cattran

President & CEO Woolpert, Inc.

James Citron

CEO Pledgeling

Alan Colberg

President & CEO Assurant Inc.

Jim Continenza

Chairman & CEO Vivial

Anil Dash

CEO Glitch

Claudio Del Vecchio

Chairman & CEO Brooks Brothers Group, Inc.

Daniel Dines

Co-Founder & CEO Uipath, Inc.

Dr. Keith Dunleavy

CEO and Chairman Inovalon

Richard Edelman

President & CEO Edelman

Joseph Fichera

CEO Saber Partners, LLC

Andrew Field

Founder and CEO PFL

William Foster

President BioWorks

Ryan Freedman

CEO Corigin

Louis Gagnon

CEO Total Brain

Brian Garish

President Banfield Pet Hospital

Andrew Glincher

Managing Partner & CEO Nixon Peabody

Brett Goldberg

Co-CEO & Co-Founder TickPick

Kara Goldin

Founder & CEO hint Inc.

Steve Grandfield

President and Chief Executive Officer Blue Cross and Blue Shield of Nebraska

Tim Hamilton

Founder and CEO Praxent

Michael Hanson

President & CEO Massachusetts Credit Union Share Insurance Corporation (MSIC)

Adolfo Hernandez

CEO SDL plc

Timothy Hentschel

Co-founder and CEO HotelPlanner.com

Yuri Horwitz

CEO Sol Systems

Diane Hoskins

Co-CEO Gensler

Christine Hunsicker

CEO CaaStle

Y-Vonne Hutchinson

Founder and CEO ReadySet

Nick Hynes

CEO & Co-founder Somo

Louis Jacobs

Co-CEO Delaware North

Brooke Jennings

Founder and CEO Hygia Pharmaceuticals

Nuno Job

Co-Founder and CEO YLD Group

Walter Johnsen

Chairman & CEO Acme United Corporation

Jay Kaplan

Co-Founder & CEO Synack

Michael Kempner

Founder & CEO MWWPR

Floyd Kephart

Chairman The Renaissance Companies

Karl Kilb

CEO Boloro Global Limited

Herbert Kohler

Executive Chairman Kohler Co.

Taxiarchis Konstantopoulos

CEO BELRON® UK, t/a Autoglass®

Colin Lawson

Founder Equilibrium Asset Management

Claude LeBlanc

President & CEO Ambac Financial Group, Inc.

Adam Levin

Chairman and Founder CyberScout

Jamie Kern Lima

Co-Founder & Co-CEO IT Cosmetics

Christine Lin

CEO Cambridge Network

Frank Longobardi

CEO CohnReznick

Elliot Luchansky

CEO Insynq CloudRunner

Sam Luft

CEO Mel Global Advisors

Bradley Lukanic

CEO CannonDesign

Ken Makovsky

President & CEO Makovsky

Rohan Malhotra

CEO Roadzen Inc.

Harvey Mallement

Founder Emeritus Harvest Partners

Philip Martin

Founder and CEO Censible

Avner Mendelson

CEO Bank Leumi

Kathryn Minshew

CEO & Founder The Muse

Meir Moalem

Managing Director & CEO Sky and Space Global

Alex Moazed

Founder & CEO Applico

Shawn Mobley

CEO, Americas Cushman & Wakefield, Inc.

Chris Moore

Managing Partner & Chief Investment Officer Massey Quick Simon

Rosanna Myers

Co-Founder & CEO Carbon Robotics

Scott Nash

Founder and CEO MOM's Organic Market

Jeremy Nixey

Chief Executive Officer Shaw Healthcare

Marc Olivie

President & CEO W.C. Bradley Co.

Steve Papermaster

Chief Executive Officer & Chairman Nano

Mehul Patel

CEO Hired

Christopher Paucek

Co-founder and CEO 2U, Inc.

Todd R. Pedersen

Co-Founder, Chairman & CEO Vivint Smart Home

Russell Perry

Founder & CEO kompany

Richard Plotka

CEO Appatura

Matthew Prince

CEO Cloudflare

Peter Rahal

Co-Founder RXBAR

Sergio Retamal

CEO and Founder Global4PL

Bruce Richards

Chief Executive Officer & Chairman Marathon Asset Management, L.P.

Gaynor Rigby

Managing Partner Equilibrium Asset Management LLP

Matthew Rizai

Chairman & CEO Workiva Inc.

David Roberts

President and CEO Verra Mobility

Chad Roffers

Chairman Concierge Auctions

David Rosenthal

Former CEO, Atidan VP and GM, Razor Technology, LLC

Katica Roy

CEO & Founder Pipeline Equity

Patty Sachs

President OMD East

Josh Sapan

President & CEO AMC Networks

Ed Scheetz

CEO The Scheetz Group

Stan Schneider

CEO Real-Time Innovations (RTI)

Ken Seddon

CEO LOT Network

Rebecca Shanahan

CEO Avella Specialty Pharmacy

Mihir Shukla

CEO and Co-Founder Automation Anywhere

Jay Sidhu

Chairman & CEO Customers Bancorp, Inc. and Customers Bank

David Sipes

COO RingCentral, Inc.

Alan Slatas

Managing Director Galt & Company

Rich Sorota

President & CEO Ranir

KR Sridhar

Founder, Chairman & CEO Bloom Energy Corporation

Dr. Ellen Stang

Founder, President & CEO ProgenyHealth

Dave Stevinson

CEO QBS Software

Marquise Stillwell

Founder & Principal Openbox

Anjali Sud

CEO Vimeo

Vijay Tella

CEO & Co-Founder Workato Inc

Benjamin Thompson

President and CEO Fiera Capital

Greg Thompson

President and CEO White Energy Inc

Nigel Vaz

CEO Publicis Sapient

Adam Warby

CEO Avanade Inc.

Lisa W. Wardell

President and CEO Adtalem Global Education

Isa Watson

Founder & CEO Squad

Scott Wells

CEO Clear Channel Outdoor America

Rosa Whitaker

President & CEO The Whitaker Group

Christopher White

Founder and CEO The Sneakers Agency

Paul Witkay

Founder & CEO Alliance of Chief Executives

Gregory Woods

CEO AstroNova, Inc.

Laila Worrell

CEO Altran North America

Dr. Phillip Yoo

Founder & President 21st Century Laserstem Pain & Regenerative Medicine Institute

Mary Ellen Zellerbach

Managing Director Martin Investment Management, LLC

June 20 - Wednesday

5:00 pm

Opening Night Dinner Cocktail Reception

Welcome to Bloomberg Breakaway 2018! We’ll kick off this year’s summit at Bloomberg Headquarters with cocktails and an engaging dinner program.

6:00 pm

Opening Night Dinner

The dinner program will feature fireside chats with author and entrepreneur Martha Stewart and Endeavor’s Patrick Whitesell.

In Conversation With Martha Stewart

Author and entrepreneur Martha Stewart sits down with Bloomberg’s Carol Massar for a candid fireside chat.

Speaker

  • Martha Stewart

    Chief Creative Officer and Member of the Board of Directors, Sequential Brands Group

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

In Conversation with Patrick Whitesell

A fireside chat with Endeavor Executive Chairman Patrick Whitesell and Bloomberg’s David Westin.

Speaker

Interviewer

June 21 - Thursday

7:30 am

Registration Opens

8:30 am

Welcome

The 2018 Bloomberg Breakaway Summit continues at the Apella with your co-hosts Mark Bonchek and Carol Massar.

Speakers

  • Mark Bonchek

    2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

8:45 am

Banking on the Future: In Conversation With Tim Sloan

The Wells Fargo CEO sits down with Carol Massar for a frank conversation about what strong leadership really means, the importance of building a culture of resiliency, and what he sees as the most important issues facing executives in the coming year.

Speakers

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

9:15 am

The Future of Work: In Conversation With Gary Pinkus

McKinsey’s Gary Pinkus shares his thoughts on what he sees as the biggest trends affecting labor globally, and how CEOs can better prepare their organizations for the workforce of the future.

Speaker

  • Gary Pinkus

    Managing Partner, North America, McKinsey & Company

Interviewer

9:35 am

Leading in an Age of Disruption: In Conversation With Ursula Burns

The former Xerox CEO and Chairman talks candidly about strategies for dealing with disruption (and for being a disruptor); the importance of creating a culture of inclusion; and the most important leadership lessons she’s learned throughout her career.

Speaker

Interviewer

10:05 am

Scaling Up: How a Few Companies Make It.. and Why the Rest Don't

Only 3% of US firms manage to scale, less in other parts of the world.  Why is this? Verne Harnish, founder of Gazelles and the Entrepreneurs’ Organization (EO) and author of Scaling Up (Rockefeller Habits 2.0), will share the three biggest barriers to scaling.

Speakers

  • Verne Harnish

    Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO), Author, Scaling Up (Rockefeller Habits 2.0)

10:25 am

Networking Break

Proudly sponsored by American Airlines.

10:50 am

Breakaway Workshops

Growth: Speed and Scale – Maxine Friedman, Senior Vice President-Partners and Juliette LaMontagne, Chief Learning Architect / Bionic Solution
The team at Bionic Solution has developed an operating system for legacy companies to go from New to Big. This workshop will show participants how to achieve both speed and scale by implementing a “GrowthOS” that energizes the culture, streamlines process, and prioritizes investment.
Proudly sponsored by Wells Fargo.

Leadership: Profit and Purpose – Cara France / The Sage Group
Cara is the CEO of The Sage Group with a mission to connect and engage people in ways that transform lives. As the founder of Marketers that Matter®, she organizes the leading community of marketing innovators in Silicon Valley. She is also a regular contributor to Harvard Business Review. More than ever, companies need to demonstrate values in the marketplace and create meaning for their employees while delivering results for investors. This workshop will show how these objectives can all be achieved simultaneously, by fusing profit and purpose.

Innovation: Now and Future – MJ Petroni and Jessica Long / Causeit
MJ is a Cyborg Anthropologist and founder of Causeit, Inc. who works with companies to develop innovation programs that enable leaders and organization to “be the future.” He has a talent for simplifying complexity and translating technology into human terms. This workshop will give participants a simple but powerful approach to creating a culture of innovation across your company.

Experiences: Brand and Sales – Anne Kawalerski and Eli Pakier / Bloomberg Media
Anne and Eli are Executive Strategy Directors spearheading Bloomberg Media’s reinvention of the marketing services model. As the leading business intelligence company in the world, Bloomberg puts global leaders in the position to win, through both foundational audience insights and strategy to execution and activation. This workshop will bust assumptions that there must be a choice between building your company’s brand or driving sales. Through a series of case studies and interactive journey mapping exercises, we will show that developing a strong customer experience accomplishes both simultaneously.

Talent: Inspire and Align – Anna Liotta / Resultance, Inc.
Anna is the CEO of Resultance, Inc, a consultancy that helps companies turn multi-generational workforces into a competitive advantage. This workshop will reveal the generational “codes” that unlock the passion of your workforce and outline next-generation talent strategies that engage employees with both meaning and impact.

Speakers

12:00 pm

Networking Lunch

Proudly sponsored by The Principality of Monaco.

1:15 pm

In Conversation With Michael R. Bloomberg

The founder of Bloomberg LP and Bloomberg Philanthropies, and three-term mayor of New York, on leadership in business and government.

Speaker

  • Michael R. Bloomberg

    Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City

Interviewer

1:45 pm

Breakaway Member Spotlight -- Inflection Points:  Making the Jump

Growth doesn’t happen in a straight line. There are key inflection points along the way that move a business to the next level of performance and growth. What are these inflection points?  How can you anticipate, prepare and mobilize your organization. Our panel of Breakaway leaders will share their insights and lessons learned on how to navigate these key transitions.

Speakers

Moderator

2:10 pm

Transition Break

2:15 pm

Breakaway Workshops

The morning workshops will repeat and Breakaway Members will be able to attend a different workshop of their choice.

3:25 pm

Networking Break

Proudly sponsored by American Airlines.

3:50 pm

Breakaway Member Spotlight: In Conversation With Josh Sapan

The president and CEO of AMC Networks talks with Bloomberg’s Emma Chandra about the changing nature of media and how he’s positioning AMC Networks for continued growth.

Speaker

Interviewer

4:05 pm

Breakaway Member Spotlight -- Differentiation: Standing Out and Staying Ahead

It’s harder than ever to stand out in today’s competitive marketplace. Media is more fragmented, competitors more nimble and customers more empowered. What does it take to separate from the pack? Hear from Breakaway members on how they are breaking away with innovative business models, unique experiences, compelling narratives and enduring cultures.

Speakers

Moderator

4:30 pm

Breakaway CEO Members Forum

Mark and Carol lead a group discussion to tap into the collective wisdom of the community, identifying opportunities for ongoing connection and learning on the themes advanced and identified at the Summit.

Speaker

  • Mark Bonchek

    2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

5:00 pm

Closing Cocktail Reception

Proudly sponsored by American Airlines.

Speakers

Michael R. Bloomberg

Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City

Ursula M. Burns

Senior Advisor Teneo Holdings

Cara France

Co-founder and CEO The Sage Group

Maxine Friedman

Senior Vice President, Partners Bionic Solution

Verne Harnish

Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO) Author, Scaling Up (Rockefeller Habits 2.0)

Anne Kawalerski

Head of Strategy Bloomberg Media

Juliette LaMontagne

Chief Learning Architect Bionic Solution

Anna Liotta

CEO Resultance, Inc.

Jessica Long

Senior Consultant and Strategic Researcher Causeit, Inc.

Eli Pakier

Executive Strategy Director Bloomberg Media

MJ Petroni

Cyborg Anthropologist Causeit, Inc.

Gary Pinkus

Managing Partner, North America McKinsey & Company

Josh Sapan

President & CEO AMC Networks

Timothy J. Sloan

CEO and President Wells Fargo & Company

Martha Stewart

Chief Creative Officer and Member of the Board of Directors Sequential Brands Group

Patrick Whitesell

Executive Chairman Endeavor

Julia Chatterley

Anchor Bloomberg Television

David Westin

Anchor Bloomberg Television

Mark Bonchek

2018 Breakaway CEO Summit Co-Chair Founder and Chief Epiphany Officer, Shift Thinking

Carol Massar

Co-Anchor Bloomberg Businessweek Bloomberg Television and Radio

Sponsors

Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through 8,200 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 41 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

 

American Airlines

American Airlines Group (NASDAQ: AAL) is the holding company for American Airlines. Together with regional partners operating as American Eagle, American offers an average of nearly 6,700 flights per day to nearly 350 destinations in more than 50 countries. American is a founding member of the oneworld alliance, whose members and members-elect serve nearly 1,000 destinations with 14,250 daily flights to 150 countries. In 2016, American Airlines Group Inc. topped Fortune Magazine’s list of best business turnarounds, and its stock joined the S&P 500 index. Connect with American on Twitter @AmericanAir and at Facebook.com/AmericanAirlines.

 

The Principality of Monaco

The Principality of Monaco has played a unique and colorful role throughout the history of the Mediterranean and Europe. Today, its undiminished reputation as a glamorous, first class, luxury vacation destination and business and financial center is complemented by its enduring commitment to the arts, the preservation of its own cultural traditions and the protection of the global environment. Monte-Carlo is its most famous district. To explore the attractions of Monaco is to take a step back in time. The Principality’s landmarks, museums and even the grand Belle Époque buildings reflect the colorful history of this storied nation on the Mediterranean Riviera. To learn more, visit www.visitmonaco.com/us

Invesco QQQ

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.

Carbonite

Carbonite provides a robust Data Protection Platform for businesses, including backup, disaster recovery, high availability and workload migration technology. The Carbonite Data Protection Platform supports businesses in locations around the world with secure global cloud infrastructure. To learn more visit www.Carbonite.com.

McKinsey & Company

McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For more than 90 years, our primary objective has been to serve as our clients’ most trusted external advisor. With consultants in 128 cities in 65 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organization to shape winning strategies, mobilize for change, build capabilities, and drive successful execution.

Partner

Partner Event:

ScaleUp Summit 2018
May 22-23
New Orleans, LA

Join leaders from the fastest growing mid-market firms ($5 million to $500 million), for intense interactive learning, networking and idea-generation.

LEARN MORE

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