October 22, 2025 | Plimoth Patuxet Museums, Plymouth, MA
Welcome to The CEO Leadership Summit ‘25 — a premier gathering of visionary business leaders, innovators, and decision-makers. Set against the historic backdrop of Plimoth Patuxet Museums, this one-day summit is designed to inspire, challenge, and equip CEOs and business owners with the strategies, tools, and insights needed to thrive in today’s fast-changing business landscape.
Why Attend?
At this summit, you’ll connect with fellow CEOs and thought leaders who understand the weight of leadership. Through dynamic keynote sessions and panel discussions, you’ll gain practical strategies on:
- Driving sustainable business growth through clarity, focus, and leadership alignment.
- Protecting your legacy and wealth with advanced personal risk and succession planning strategies.
- Building strong legal and governance foundations that accelerate—not slow down—business development.
- Navigating talent, leadership, and organizational shifts required for long-term success.
Featured Perspectives
- Jeff Lortz – Outsourced Fractional Executive & Executive Coach
Helping CEOs refocus on what matters most—alignment, execution, and disciplined growth strategies. - Mike Redfield – Senior Private Risk Advisor, The Baldwin Group
Sharing how to safeguard wealth, lifestyle, and legacy by integrating personal risk planning into business and estate strategy. - Danielle Justo – Legal Advisor for Sustainable Growth
Revealing the legal best practices every CEO needs—from contracts to compliance to intellectual property—to scale confidently and strategically. - Greg DeSimone – Mergers & Acquisition and Value and Transition Advisor
Guiding CEOs to build transferable business value, prepare for succession, and maximize exit opportunities. - Al Inglesi – Operations & Efficiency Specialist
Highlighting how operational discipline, process improvement, and cost alignment create a foundation for profitable growth. - Ken Cheo – Sales Development & Growth Strategist
Providing insights into building high-performing sales organizations, strengthening pipelines, and driving consistent revenue growth. - Kevin Pepe – Wealth Management & Financial Planning Expert
Helping business owners align personal wealth strategies with corporate growth, succession, and retirement goals. - David C. Foster – Certified Public Accountant and Certified Business Exit Consultant
Specializing in helping business owners develop and implement tax-efficient succession and exit strategies. - Robert Schildkraut – Mergers & Acquisitions Advisor
Offering perspective on positioning companies for acquisition, scaling through strategic deals, and avoiding pitfalls in transactions. - Kevin MacArthur – CEO & Professional EOS Implementer®
Guiding organizations through the challenges of cybersecurity, digital transformation, and operational efficiency. - Kate Leonard, Psy. D. – Partner
Focusing on clarifying the unique challenges of making financial decisions faced by clients whose circumstances require it. - Warren Rutherford – Executive Recruitment & Organizational Coach
Focusing on leadership transitions, people strategy, and workforce alignment to sustain growth through cultural and generational change. - Jim Moniz – Your host and creator of the CEO Leadership Summit
What You’ll Take Away
Every session is built around real-world insights and actionable takeaways that you can apply immediately:
- How to cut through complexity and execute on the few priorities that matter most.
- How to anticipate and avoid risks that can derail business growth or family legacy.
- How to view legal, governance, and compliance not as a cost, but as a competitive advantage.
- How to build teams, culture, and leadership capacity to ensure lasting results.
Join Us
The CEO Leadership Summit ‘25 is not just another conference—it’s a leadership experience. You’ll walk away with new ideas, trusted connections, and the clarity to guide your organization through its next phase of growth.
Contact:
Jim Moniz
The CEO Leadership Summit
781-356-2969
jmoniz@supremealliancellc.com