Join us at an upcoming meeting in Uptown Charlotte.... for a continued conversation on innovation, growth, change-management, leadership, culture, talent, tech,  corp social responsibility, & more...  REGISTRATION DETAILS & MORE BELOW.

May 15, 2019 (Breakfast 8am to 9:30am Uptown CLT )

Quarterly Breakfast Executive Roundtable Meeting

Opening Speaker:

Lori Henkel, Charlotte Market Executive, Bank of America

Panel Speakers:

Peter R. Barr, General Counsel, Rack Room Shoes

Laura Budzichowski, Vice President, General Counsel & Secretary, National Gypsum Company

Angelic Gibson, Chief Information Officer, AvidXchange

Maria C. Green, Senior Vice President and General Counsel, Ingersoll Rand Company

Ryan Marsh, Chief Growth & Innovation Officer, American Tire Distributors - ATD

EVENT PARTNERS:  Barings  -  Cherry Bekaert  -  Gravity IT Resources

May 16, 2019 (Cocktails & Hors d'Oeuvres 5:30pm to 8pm Uptown CLT)

Innovation Leader's Forum Cocktail & Panel Event


Kevin Henry, Executive Vice President & Chief Human Resources Officer, Extended Stay America

Jeff Hughes, Chief Information Officer, Brighthouse Financial

Suresh Jagarlamudi, Global Head of Robotic Automation & Claims Technology, Commercial Insurance , AIG

Cece Mavico, Head of Regulatory Enforcement & Associate General Counsel, LPL Financial

September 17, 2019 (Breakfast 8am to 9:30am Uptown CLT) 

Quarterly Breakfast Executive Roundtable Meeting

Opening Speaker:

Janice Little, Global Chief Diversity Officer, Lowe's Companies, Inc.

September 18, 2019 (Cocktails & Hors d'Oeuvres 5:30pm to 8pm Uptown CLT)




Thanks to all who joined us at our February 21, 2019 (Cocktails & Hors d'Oeuvres 5:30pm to 8:00pm Uptown CLT)  which featured...   (event photos below)

Innovation Leader's Forum Cocktail & Panel Event

Cocktail, Hors d'Oeuvres, & Exec Panel

Panel Speakers:

Maria Hilsmier, Vice President, Chief Privacy Officer, Premier Inc.

Andre Mintz, Chief Information Security Officer & Chief Privacy Officer, Red Ventures

Kim Stevenson, Sr. Technology Executive, Corporate Board Member, & Venture Partner

Jeff Vining, Chief Compliance Officer & Deputy General Counsel, Lowe's Companies, Inc.

Ben Schwering, Vice President, Information Security, Premier, Inc.  

Thanks to all who joined us at our February 20, 2019  Quarterly Breakfast Executive Roundtable Meeting in Uptown Charlotte which featured...   (event photos below)

Opening Speaker:

Lisa Tuttle, Chief Information Security Officer, SPX Corporation

Panel Speakers:

Elizabeth Austin, Chief Information Officer, Curvature

Eric Christian, Chief Technology Officer, Atrium Health

Ben Hall, Chief Information Officer, Krispy Kreme Doughnut Corporation

Robin L. Lang, Chief Information Officer, CaroMont Health

Michael Obringer, SVP Chief Operating Officer, Lash Group

Thanks to all who joined us at our November 28th 2018  breakfast meeting which featured the following speakers... (event photos below)

Opening Speaker:

Titi Cole, EVP, Head of Operations at Wells Fargo

Panel Speakers:

Karina Franco, SVP Finance - Corporate Planning, JELD-WEN, Inc.

Brad Powers, Chief Technology Officer, Passport

Richard Sedory, General Counsel SVP, Wastequip

Lisa Yankie, Vice President Human Resources, Domtar’s Pulp and Paper Division

Angela Yochem,  EVP Chief Digital & Technology Officer, Novant Health

Thanks to all who joined us at our September 11th 2018  Breakfast meeting in Uptown Charlotte which featured...   (event photos below)

Opening Speaker:

The Honorable, Thom Tillis, United States Senator, NC

With Executive Panelists:

Jacob A. Pollack - Senior Vice President, General Counsel and Secretary of Cogentrix Energy Power Management, LLC

Carlos Orel - SVP, Head of Anti-Money Laundering (AML) Risk, Products and Monitoring at TD

Stacy S. Gray -  SVP - General Counsel at Belk 

Stu Solomon - Chief Technology and Strategy Officer at Optiv Inc

Joe Alala, III - Chairman & CEO at Capitala Group



Industry-CLOSED events for recruitment/staffing firms, unfortunately NO staffing firms / recruitment firms may register.  

*past speakers, event partners, council, contact us for manual / complimentary registration*

Questions?  Contact:   

REGISTRATION for MAY 15TH 2019 BREAKFAST click here: 

REGISTRATION for MAY 16TH  2019 COCKTAIL click here: 

(must be pre-registered to attend all meetings, zero exceptions)

Agenda for our breakfasts:

7:45am    doors open

8:00am     check-in, networking, & breakfast

8:25am  program begins, announcements, opening speaker(s) introduced

8:35am     panel portion begins

9:20am       Q&A;… & panel wraps

9:30am      Meeting adjourned

Agenda for our cocktails:

5:30pm    check-in, networking

6:45pm   welcome announcements, panel portion, Q&A, followed by additional networking

8:00pm     Meeting adjourned

Agenda for our private label events:

varies per event, will not be listed o


Cherry Bekaert LLP, 

Erik Horstmann, Charlotte Market Leader

Gravity Resources  

Brett Connolly, Managing Partner   

Panel Moderator:

Brett Connolly, Managing Partner, Gravity IT Resources

Executive Roundtable Co-Chair & Emcee:

Carlos J. Arboleda, Managing Partner, COI Access

The CHARLOTTE EXECUTIVE ROUNDTABLE™  - CER is a C-Suite forum where executives share and provide insight, perspective, and knowledge in a very unique and interactive setting - where we cap attendance.   The CER is comprised of mid to senior level professionals from the corporate and service sectors, and our meetings focus on innovation, leadership, change management, tech , talent, culture, growth, more...    Inquiries on programming, partner-sponsorships, organizing a private-label event for your firm, hosting, or speakership to:   

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