June 14, 2026

• Arrival to Charlottesville

  Participants arrival date.

June 15, 2026

• Breakfast

  The Forum Hotel

• Learning Teams

  Sit in Learning Teams to discuss assignments and cases.

• Legacy vs. Liquidity: Navigating Founder Exits

• Managing Innovation at an ESOP

• Group Photo

• Lunch

• Disruption in the Digital Age

• Leading in the Digital Age

• Group Reception & Dinner

  The Forum Hotel

June 16, 2026

• Breakfast

  The Forum Hotel

• Learning Teams

  Sit in Learning Teams to discuss assignments and cases.

• Monday Morning Quarterbacking and Strategic Alternatives

• Transaction Structuring - A Sharing of Best Practices

• Lunch

• Making Employee Ownership Real

• Paving Company, Unions, and Employee Owner Voice

June 17, 2026

• Breakfast

  The Forum Hotel

• Learning Teams

  Sit in Learning Teams to discuss assignments and cases.

• Data for Experimentation / AI

• Learning with AI

• Lunch

• CFO Collective

• Complex Decision-Making Under Risk and Uncertainty

June 18, 2026

• Breakfast

  The Forum Hotel

• Learning Teams

  Sit in Learning Teams to discuss assignments and cases.

• Disruptive Innovation

• Disruption and Business Model Adaptation

• Lunch

• Your Leadership Legacy & Certificates

• Monticello Experience and House Tour

  Hotel Lobby

• Group Reception & Dinner Closing Remarks