Prior Tiburon CEO Summits (2001-2003)

Tiburon has held 29 prior CEO Summits, with the first CEO Summit taking place in 2001. Details of the first five semi-annual Tiburon CEO Summits from 2001 through 2003 These Tiburon CEO Summits took place in four beautiful Northern California cities, including Saint Helena (Napa Valley), Tiburon, Mill Valley, & San Francisco. Due to the unique forum for open debate regarding current opportunities and issues in the financial services industry, interest in Tiburon's CEO Summits has grown quickly from nine attendees in 2001 to the packed houses and waiting lists that now exist: For details of earlier Summits click here: Most Recent, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

Tiburon CEO Summit V: October 3-4, 2003

Tiburon CEO Summit V was held on October 3-4, 2003 in Tiburon, CA and included a networking dinner in Sonoma at the home of Tif Joyce (President, Joyce Financial Management). Almost 25 senior industry executives & media representatives took two days out of their busy schedules to participate. Chip Roame (Managing Partner, Tiburon Strategic Advisors) made a general session presentation.

Attendees at the Tiburon CEO Summit V in Tiburon, CA

CEO Summit Summary

Tiburon CEO Summit V summary highlights included:

  • An opening presentation by Tiburon's Managing Principal Chip Roame addressing the future of the advice business
  • Thoughts on the markets and their likely impacts on business evolution by Kevin Malone and Tim Guinness
  • Extensive debates about mutual fund industry challenges led by industry leaders such as Julie Allecta, Jim Atkinson, and Max Rottersman
  • A broad discussion about M&A trends led by Keith Mitchell
  • A detailed focus on technology issues led by Ron LoVetri and Thusith Mahanama
  • Front-line opinions from successful financial advisors such as Joe Kiely, Tif Joyce, and Tom Lydon
  • A terrific social dinner hosted by financial advisor Tif Joyce at his home in Sonoma, CA

Tif Joyce and the Swinging Earthlings playing at the group dinner at the Fifth Semi-Annual Tiburon CEO Summit

Group dinner attendees and friends enjoy the music at the Fifth Semi-Annual Tiburon CEO Summit

Attendees

Tiburon CEO Summit V had 19 Tiburon client attendees, including:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Julie Allecta (Partner, Paul, Hastings, Janofsky, & Walker)
  • Jim Atkinson (Principal, Orbis Marketing & Guinness Atkinson)
  • Larry Chambers (CEO, Credibility Marketing)
  • Dennis Clark (CEO, Advisor Partners)
  • Tim Guinness (CEO, Guinness Atkinson)
  • Ward Harris (Managing Director, McHenry Consulting Group)
  • Tif Joyce (President, Joyce Financial Management)
  • Joe Kiely (CEO, Kiely Financial Services)
  • Ron LoVetri (Chief Marketing Officer, Integrated Decision Systems)
  • Thusith Mahanama (CEO, Business Technology Associates)
  • Kevin Malone (President, Greenrock Research)
  • Lori Medlen (President, Financial Research Associates)
  • Barry Mendelson (Managing Partner, Capital Markets Consultants)
  • Keith Mitchell (CEO, Mitchell Advisors)
  • Max Rottersman (CEO, Fund Expenses)
  • Jeff Roush (Chief Operational Officer, Harris myCFO)
  • John Shields (Partner, Mainstay Consulting Group)
  • Mitch Vigeveno (President, Turning Point)

Select media representatives are permitted to attend Tiburon's CEO Summits. The media representative included for Tiburon CEO Summit V was Brooke Southall (Reporter, Investment News).

Also in attendance for Tiburon CEO Summit V was Tiburon employee Jeff Gyomber (Research Manager).


Tiburon CEO Summit IV: March 2003

Tiburon CEO Summit IV was held in March 2003 in Tiburon, CA. fifteen senior industry executives took two days out of their busy schedules to participate.

CEO Summit Summary

Tiburon CEO Summit IV took on more of a flair of the Tiburon Fellows Program, with numerous new consultants having joined the group. Highlights included:

  • [Coming soon]

Tiburon CEO Summit IV attendee Kevin Malone

Attendees

Tiburon CEO Summit IV had seventeen Tiburon client attendees, including:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Jim Atkinson (Principal, Orbis Marketing & Guinness Atkinson)
  • Larry Chambers (CEO, Credibility Marketing)
  • Ken George (President, Financial Services Resource Corporation)
  • Tif Joyce (President, Joyce Financial Management)
  • Joe Kiely (CEO, Kiely Financial Services)
  • Tom Lydon (President, Global Trends)
  • Susanne Lyons (CEO, Smart Solutions)
  • Thusith Mahanama (CEO, Business Technology Associates)
  • Kevin Malone (President, Greenrock Research)
  • Barry Mendelson (Managing Partner, Capital Markets Consultants)
  • Paul Schaeffer (Managing Director, SEI Investments)
  • Lew Semones (Principal, Morgan, Semones, & Associates)
  • Sameer Shah (Global Sales Manager, McKinsey & Company)
  • Peter Shannahan (President, Shannahan & Company)
  • Tom Spitzer (CEO, Summerville Advisors)
  • Mitch Vigeveno (President, Turning Point)

Also in attendance for Tiburon CEO Summit IV was Tiburon employee Krista Jennsen (Vice President).


Tiburon CEO Summit III: September 2002

Tiburon CEO Summit III was held in Mill Valley & Tiburon, CA in September 2002 and included a networking dinner at the home of Chip Roame (Managing Partner, Tiburon Strategic Advisors). Over ten senior industry executives took two days out of their busy schedules to participate.

Attendees

Tiburon CEO Summit III had 11 Tiburon client attendees, including:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Jim Atkinson (Principal, Orbis Marketing & Guinness Atkinson)
  • Larry Chambers (CEO, Credibility Marketing)
  • Ken George (President, Financial Services Resource Corporation)
  • Tif Joyce (President, Joyce Financial Management)
  • Joe Kiely (CEO, Kiely Financial Services)
  • Tom Lydon (President, Global Trends)
  • Thusith Mahanama (CEO, Business Technology Associates)
  • Lew Semones (Principal, Morgan, Semones, & Associates)
  • Peter Shannahan (President, Shannahan & Company)
  • Mitch Vigeveno (President, Turning Point)

Also in attendance for Tiburon CEO Summit III was Tiburon employee Krista Jennsen (Vice President).

CEO Summit Summary

Tiburon CEO Summit III included discussions of expanding the program. One day of the meetings was held in Mill Valley, CA. Tiburon Managing Partner Chip Roame hosted a social dinner at his home in Tiburon.

Third Semi-Annual Tiburon CEO Summit attendees gather for a group picture

The Waters Edge Hotel in Tiburon, CA was the location of the Third Semi-Annual Tiburon CEO Summit

Tiburon FA Roundtable member Tif Joyce and his wife Judy pose for the camera at Tiburon's Third Semi-Annual CEO Summit

Tiburon FA Roundtable member Joe Kiely and his wife Kellie enjoy the group dinner at Tiburon's Third Semi-Annual CEO Summit


Tiburon CEO Summit II: January 2002

Tiburon CEO Summit II was held in January 2002 in Tiburon, CA and included a networking dinner also in Tiburon. Ten senior industry executives took two days out of their busy schedules to participate.

Attendees

Tiburon CEO Summit II had ten Tiburon client attendees, including:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Jim Atkinson (Principal, Orbis Marketing & Guinness Atkinson)
  • Larry Chambers (CEO, Credibility Marketing)
  • Ken George (President, Financial Services Resource Corporation)
  • Betty Gilbert (CEO, Gilbert Consulting)
  • Tif Joyce (President, Joyce Financial Management)
  • Tom Lydon (President, Global Trends)
  • Lew Semones (Principal, Morgan, Semones, & Associates)
  • Peter Shannahan (President, Shannahan & Company)
  • Mitch Vigeveno (President, Turning Point)

Also in attendance for Tiburon CEO Summit II were Tiburon employees Krista Jennsen (Vice President) & Tamas Szarvas (Consultant).

CEO Summit Summary

Tiburon CEO Summit II was participatory, with all attendees leading sessions. Tiburon also hosted a social dinner in San Francisco, CA.

Jim Atkinson remembers the Second CEO Summit well and recently recalled, "it started out odd; the fellow who invited me (Tom Lydon) announced an hour after I arrived that he had come only for the opening, and needed to go to a meeting back home, leaving me in a room of strangers. It continued to be interesting, as Larry Chambers compared every financial services challenge to his war experience (oh...and mentioning once or twice that he wrote books)."

Ken George also remembers this Summit well, having traveled from his home in the Sierra foothills only to be too sick to participate, and spending the two days in his hotel room.

Tiburon CEO Summit II Attendees pose for a group picture

Tiburon fellow Jim Atkinson and former Tiburon employee Krista Jenssen listen closely to Tom Lydon at Tiburon CEO Summit II

Former Tiburon CEO-in-Residence Lew Semones shows how it is at Tiburon CEO Summit II

Tiburon fellow Peter Shannahan and Tiburon FA Roundtable member Tif Joyce listen closely at Tiburon CEO Summit II

Former Tiburon employee Krista Jenssen and former Tiburon CEO-in-Residence Lew Semones listen closely at Tiburon CEO Summit II

Tiburon CEO Summit II attendees at the group dinner in San Francisco, CA


Tiburon CEO Summit I: July 2001

Tiburon CEO Summit I was held in July 2001 in Saint Helena, CA (Napa Valley). Seven senior industry executives took two days out of their busy schedules to participate.

Seven attendees gather in Napa Valley, CA for Tiburon CEO Summit I

A handful of attendees from Tiburon CEO I Summit pose for a picture

CEO Summit Summary

Tiburon CEO Summit I was essentially a gathering to celebrate Tiburon's early successes and to plan ways to institutionalize the firm. A terrific social dinner was held at the Culinary Institute of America.

Tom Lydon remembers the First CEO Summit well and recently recalled, "Chip launched Tiburon shortly after I launched Global Trends. The first meetings were about trying to honestly assess the financial services industry. What new and exciting trends were developing? Who are the leaders? What firms are hungry and have the talent to make a difference in the future?"

Tom continued..."Chip had a well-developed business plan which included how Tiburon can positively impact change in the industry. We spent time discussing how the Tiburon executive programs could support Chip's plans and develop into a support team made up of people Chip respected in the industry. It was important early on to provide a non-commercial, non-competitive environment of talent and energetic industry executives who enjoyed spending time together."

Tom also remembered the social aspects of the first CEO Summit... "Getting away to Napa helped provide a friendly foundation for the group; kicking back in shorts and a T-shirts, eating great food, drinking great wine, and enjoying the scenery. We got to really know each other; trust and friendships developed."

Finally, Tom can help us all connect the dots from the first CEO Summit to today's overwhelmingly popular Summits... "The larger you are in the industry, the less you want to go to industry conferences. Chip and the Tiburon executive group talked about creating an annual meeting of industry executives that was non-commercial and promoted open, free-flowing dialog about the opportunities and challenges in the industry. Most importantly, it had to include good people who enjoyed each others company. That meeting is here with the CEO Summit."

Attendees

Tiburon CEO Summit I had seven Tiburon client attendees, including:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Ken George (President, Financial Services Resources Corporation)
  • Betty Gilbert (CEO, Gilbert Consulting)
  • Tif Joyce (President, Joyce Financial Management)
  • Tom Lydon (President, Global Trends)
  • Lew Semones (Principal, Morgan, Semones, & Associates)
  • Sameer Shah (Global Sales Manager, McKinsey & Company)

Also in attendance for Tiburon CEO Summit I were Tiburon employees Krista Jennsen (Vice President) & Tamas Szarvas (Consultant).

Prior Tiburon CEO Summits

As noted above, details on prior CEO Summits are also available here: