Executive Forum

Executive Forum is a highly engaged community of executives from leading corporations who share a passion for "what's next" to drive the business growth of tomorrow. To learn more visit https://lnkd.in/gSt8mhK6

The Executive Forum is a highly engaged community of executives who share a passion for “what’s next” to drive the business growth of tomorrow. In celebration of our 30th anniversary, this year our Member Spotlights will provide a deeper look at long-time members who embody the Executive Forum’s values of community, engagement, integrity and diversity. Our next Spotlight of 2025 features Rick Routhier. #EF@30 Read more here: https://lnkd.in/esGm8EBX

EF welcomes new member Roman Labutin, CFA, MBA! Executive Forum is a highly engaged community of executives from leading corporations who share a passion for "what's next" to drive the business growth of tomorrow. To learn more visit https://lnkd.in/gSt8mhK6

The Executive Forum’s Media, Marketing & Insights (MMI) Special Interest Group (SIG) invites EF members to a virtual session titled “The Non-Obvious Guide to Using AI for Marketing” with special guest David Berkowitz, founder of the AI Marketers Guild and author of The Non-Obvious Guide to Using AI for Marketing. A longtime marketing strategist, David has led marketing and innovation for companies including Mediaocean, Storyhunter, Sysomos, MRY (Publicis), and 360i (Dentsu). He has contributed 600+ columns to outlets like Advertising Age, MediaPost, and VentureBeat, and spoken at more than 400 events worldwide. He helps marketers harness AI to work smarter, stay creative, and strengthen customer connections. His book is packed with real-world examples and expert insights, ensuring readers can apply AI effectively in their marketing practices to maximize ROI and stay ahead in the digital marketplace. When: Thursday, May 1, 2025, from 08:30 AM to 10:00 AM (ET) RSVP and log in information on the #EF Platform.

The Executive Forum’s Board Journey invites EF members to a virtual fireside chat “Advisory Boards: State of the Market” with Louise Broekman, Founder of the Advisory Board Centre. Louise is an award-winning entrepreneur and business advisor, in addition to being the founder and former CEO of the Advisory Board Centre. She will provide us with a sneak preview of the Advisory Board Sector State of the Market Report 2025 - 2027 which will be officially launched at the Megatrends Summit on May 30th. Highlights include modern governance systems trends and new board opportunities for professionals; key trends in the advisory board sector and activity globally; how ethics challenges are being managed in governance systems; and how professionals are building their board portfolio. When:  Thursday, May 1, 2025, from 05:30 PM to 07:00 PM (ET) Member Event Only. RSVP and log in information on the #EF Platform.

The Executive Forum’s Industrial SIG invites EF members to a virtual event featuring special guest Bobby Giannini, a partner in Heidrick & Struggles’ Global Industrial Practice based in Chicago. He is a member of the Global Industrial, CEO & Board of Directors, Supply Chain & Operations Officers, and Marketing, Sales & Strategy practices. Bobby will share insights on how executives—whether in career transition or looking to stay visible in the recruitment landscape—can position themselves effectively. He will discuss strategies for staying relevant, getting noticed by recruiters, advancing through the selection process, and ultimately being presented to clients. When: Tuesday, May 13, 2025, from 05:00 PM to 06:00 PM (ET)) Member Event Only. RSVP and log in information on the #EF Platform.

EF welcomes new member Marina MacDonald! Executive Forum is a highly engaged community of executives from leading corporations who share a passion for "what's next" to drive the business growth of tomorrow. To learn more visit https://lnkd.in/gSt8mhK6

The Executive Forum’s New Horizons Group invites EF members to a virtual session titled “Crafting Your Life for Your Next Chapter” with EF member Dr. Leo Flanagan. Leo is Founder & President of The Center for Resilience where he exercises the same passion he’s had for more than 40 years to enable people, organizations and communities to thrive amidst adversity. Leo will discuss how to develop and define a fulfilling life for the next chapter. When: Tuesday, April 22, 2025, from 08:30 AM to 09:30 AM (ET) Member Event Only. RSVP and log in information on the #EF Platform.

EF doesn’t just provide connections through working, but offers friendships as well. Check out how members of EF bonded at the North Jersey Enrichment Dinner! Jennifer Davie Rowland, CPA, CMA, Robyn D'Elia, CFO

The Executive Forum’s Private Equity Special Interest Group (PE SIG) hosted an engaging meeting with Marilyn Adler, Managing Partner at Mizzen Capital, a provider of debt financing to U.S.-based lower middle-market companies. Mizzen targets sectors such as manufacturing, industrials, business and healthcare services, IT and software, and alternative energy. Marilyn has extensive experience in private debt and equity, having held leadership roles at leading investment firms. She focuses on providing tailored financing solutions to U.S.-based businesses, leveraging her expertise in structured credit, portfolio management, and risk assessment. Marilyn shared valuable insights into how private credit is filling the financing gap for businesses that may not fit traditional bank lending criteria. She highlighted Mizzen Capital’s approach to providing flexible debt solutions for U.S.-based companies with $1M–$15M in EBITDA and under 4x leverage, emphasizing the increasing demand for non-bank financing in today’s economic environment. She shared several case studies that illustrated how private credit structures can support business growth, acquisitions, and operational improvements. Real-world examples helped highlight the strategic advantages of private debt solutions in different scenarios. The session sparked thoughtful dialogue among attendees, covering topics such as structuring debt for growth, the role of private credit in M&A, and key considerations for business owners and investors navigating today’s financing landscape. John Hartig, Lucie Claire Vincent, QRD®, Marilyn Adler, Mike Morrissey, Peter Stearn, Randi Schatz, Salvatore Tirabassi, Peter Fields, Chris Craig, Marc Lemberg Allan Grafman