DWD/V4.0/6 May 2015 1

The Alliance: an Update and Briefing on the Transition, Recent Surveys

Daniel W. DeHayes, Ph.D.

Executive Director

May 2015

DWD/V4.0/6 May 2015 2

Transition Goals for June 2016

• Increase the engagement and the average size of the members’ companies• 4 new members since June 2014• New companies averaged $60,000,000 in Revenue• Currently at 48 member companies and 55 people• The Pledge

• Increase the percent of topics focused on the CEO’s job—working on the business• The Changing Sales Process, • Strategic Agility, • Raising Money from PEG’s, • How Executive Teams Function, • Enterprise Risk Assessment

• Secure the next Executive Director in a seamless manner• 14 possible names generated• 8 profiled and reviewed by the Board• 3 finalists interviewed by the Board• ED selected by the Board and implementation process initiated

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Results of Member Surveys

• February 2015 Member Survey—36 responses • 100% agreed with good value and effective management• 97% agreed that topics have interest, provides opportunity to reflect on the business• 94% look forward to the meetings, value the relationships with other members, and like the university linkages• 92% value networking opportunities and member presentations• 86% like Fireside Chats

• February 2015 Columbia Club Survey—15 responses on 1-5 scale• Location of the Columbia Club 4.7• Valet Parking 4.5• Food at the reception and lunches 4.5• Meeting Space Quality 4.4• Overnight Rooms 3.0

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What’s in Store for the rest of 2015?

• September meeting features Simon COO, Pricing Risk and the Cost of Debt, and Transitioning the Business to the Next Generation

• November meeting features Wabash National CEO, 80/20 Principle, and Best Practices for Buying a Company

• More requests to members from DeHayes for sharing expertise on the platform—Fireside or other

• Staying in the Columbia Club for meetings—87% of members in survey said don’t move

• Growing a net of 3 members from new companies

• Increasing involvement of the new Executive Director