Thursday, September 14CONNECT

10:00 a.m. REGISTRATION OPENS Location: Hyatt Regency Ballroom Pre-function

11:00 a.m. LUNCH BUFFET OPENS Location: Regency D, D2, E, E2 Sponsored by: Blue Cross & Blue Shield of North Carolina CardinalInnovationsHealthcare

11:30 a.m. WELCOME Bob Morgan, President & CEO OPENING REMARKS Kendall Alley, Chair Elect Mayor Knox White, City of Greenville 12 p.m. OPPORTUNITY FOR ALL Moderator: Bob Morgan Panelists: Andrea Smith, Taskforce co-chair, CAO, Bank of America James Ford, Taskforce co-chair, Program Director, Public School Forum of NC Sponsoredby:UNCCharlotte

12:45 p.m. NEXT STEPS Scott Cornwell, Practice Leader, Center for Intentional Leadership12:55 p.m. BREAK

1:10 p.m. CHALLENGES & OPPORTUNITIES - SESSION ONE Economic Growth (Recruitment; Expansion; Entrepreneurship; Retention) Location: Regency F Moderator: Keva Walton, CGO, Economic & Talent Development, Charlotte Chamber Panelists: Neil Salvage, President, LendingTree Theresa Foust, Head of Community Relations & Real Estate, Brighthouse Financial Chris Jackson, President & CEO, Goodwill Cheryl Richards, CEO & Regional Dean, Northeastern University Charlotte Sponsored by: Grant Thornton LLP Talent Development (Education; Workforce; Professional Development) Location: Regency G Moderator: Carrie Cook, VP of Talent Development, Charlotte Chamber Panelists: Malcomb Coley, Office Managing Partner, EY Dave Longo, Founder, President & CEO, CBI Patrick Graham, President & CEO, Charlotte Works Sponsoredby:QueensUniversityofCharlotte Infrastructure (Roads; Transit; Airport) Location: Regency H Moderators: Joe Bost, VP of State & Regional Policy, Charlotte Chamber Keith Kelly, VP of Local & Regional Government, Charlotte Chamber Panelists: David Howard, Chief Deputy Secretary, NCDOT Tracy Dodson, SVP, Lincoln Harris Carol Hardison, CEO, Crisis Assistance Ministry Sponsoredby:HamptonInn&Suites-SouthParkatPhillipsPlace

2:20 p.m. CHALLENGES & OPPORTUNITIES - SESSION TWO

3:30 p.m. CHALLENGES & OPPORTUNITIES - SESSION THREE 4:30 p.m. BREAK

4:45 p.m. GREENVILLE AS AN ATTRACTION Location: Regency C Moderator: Kendall Alley, Regional President, Wells Fargo Panelists: Nancy Whitworth, Deputy City Manager, Greenville, SC David Glenn, CEO & Founder, Centennial American Properties Carl Sobocinski, Owner & President, Table 301 Sponsoredby:Perkins+Will

5:30 p.m. DAY ONE WRAP UP AND HOUSEKEEPING Bob Morgan

5:45 p.m. HOTEL CHECK-IN 6:15 p.m. Shuttles to Wyche Pavilion begin (continuousloopuntil9:30p.m.) Sponsoredby:Myers&Chapman

6:45 p.m. RECEPTION Location: Wyche Pavilion Sponsoredby:CarolinasHealthCareSystem CenterforIntentionalLeadership

7:30 p.m. DINNER Location: Wyche Pavilion Sponsoredby:BankofAmerica CarolinaBusinessInteriors,Inc.(CBI) ElliottDavisDecosimoPLLC Hunton&WilliamsLLP NovantHealth ParkerPoeLLP

Friday, September 15INNOVATE

7:00 a.m. BREAKFAST BUFFET OPENS Location: Regency D, D2, E, E2 Sponsoredby:ConcreteSupplyCompany PricewaterhouseCoopersLLP

8 a.m. DAY TWO WELCOME Kendall Alley Location: Regency C 8:10 a.m. CREATIVE INDUSTRIES Toni Freeman, EVP, Arts & Science Sponsoredby:BrighthouseFinancial

8:50 a.m. ACTIONS & SOLUTIONS Scott Cornwell Sponsoredby:CentralPiedmontCommunityCollege 9 a.m. ECONOMIC GROWTH Location: Regency C Panelists: Kati Hynes, Managing VP of Economic Growth, Charlotte Chamber Walt Frye, Executive Director, CRFE Chris Chung, CEO, EDPNC Laura Clark, CIO, United Way 9:50 a.m. BREAK

10 a.m. TALENT DEVELOPMENT Panelists: Kandi Deitemeyer, President, Central Piedmont Community College Bob Wilhelm, Vice Chancellor for Research & Economic Development, UNC Charlotte Susan Edwards, VP of Human Resources, Sealed Air Munro Richardson, Executive Director, Read Charlotte

10:50 a.m. INFRASTRUCTURE Panelists: John Lewis, CEO, Charlotte Area Transit System (CATS) Brent Cagle, Aviation Director, Charlotte Douglas International Airport Bob Morgan, President & CEO, Charlotte Chamber Floyd Davis, President & CEO, Community Link

GROW11:40 a.m. THEME DISTILLATION Scott Cornwell

12:15 p.m. ACTION Kendall Alley & Bob Morgan

12:30 p.m. LUNCH Location: Pergola at Roost Restaurant Sponsored by: Food Lion LLC RobinsonBradshaw

Council

LIST OF 2017 RETREAT PARTICIPANTS

Kendall AlleyStephanie AtkissonHadi Atri Doug Bacon Steve Bagwell Mike Barnes Brad BartholomewHenry Batten Laura Belcher Nimisha Birath Brion Blais Eric Bolin & Kristi Colleen BrannanKymberly BrantiganKim Brattain Collin Brock Kelly Brooks Jeff Brown Rachel Brumfield Mike ButtsBrent Cagle Rhyne Cannon Holly Christian Chris Chung Laura Clark James Clayton Aly Coben & MattMalcomb ColeyBetsy Conway Lee Cornwell Scott Cornwell Jesse Cureton & Angela Floyd Davis Jon Davis Kandi DeitemeyerBryan Delaney Tracy DodsonBetty Doster Theresa Drew Greg Duckworth & CandiJosh Dunn Jeff Edge Susan EdwardsFrank Emory Dianne English Tiffany Eubanks-SaundersJay Everette Paul Fenzl

Wells FargoHP HotelsRE/MAX Executive RealtyThrowing Words LLCCharlotte Regional Visitors AuthorityThomas & Hutton Engineering Co.ODELLConcrete Supply CompanyHabitat for Humanity CharlottePinehurst Resort, LLCSpeedpro Imaging - Charlotte CenterMSS Solutions, LLCBRANSTORM PR & MarketingThe Charlotte Destination GroupKim Brattain MediaBloc Design, PLLCSHARE CharlotteMoore & Van Allen PLLCAllen Tate Corporate Services Charlotte Regional Visitors AuthorityCharlotte Douglas International AirportElliott Davis Decosimo, PLLCGenslerEDPNCUnited Way of Central Carolinas, Inc.RodgersApparo Solutions, Inc.EYNovant HealthCornwell CapitalCenter for Intentional LeadershipNovant HealthCommunity LinkCenter for Intentional LeadershipCentral Piedmont Community CollegeSkookumLincoln HarrisUNC CharlotteDeloitteWells Fargo AdvisorsWells FargoViking Mergers & AcquisitionsSealed Air Hunton & Williams LLPCommunity Building Initiative (CBI)Bank of AmericaWells FargoJE Dunn Construction Company

NAME COMPANY

James Ford Theresa Foust Toni Freeman Walt Frye Mark Gasior Patrick Graham David Hamilton Carol Hardison Jim Hazel David Head Lindsey Heiser Jessica Helms David HowardLois Ingland Chris Jackson Kelly Jamerson Mohammad JenatianWes Jones Steve Keckeis Stephanie KegleyGunda Knese Kim Lanphear & TomRoger Layman John Lewis Jane Lewis-RaymondTim Lindert & KathyMoira LoCascio Dave Longo Elaine Loyack Dana Lumdsen Chris Manley Nancy McNelis Pat Millen James Mitchell Jason Moore Katie Morgan Maria Ochoa Joe O’Connor Roland OmoresemiDavid Page Steve Peklenk Marcus Rabun Dan RajkowskiCarrie Reeder Cheryl Richards Munro RichardsonAllen Robertson Dan Roselli Brian Roth Stephanie SadowskiNeil Salvage & Amanda

NC ForumBrighthouse FinancialArts & Science Council of Charlotte-Mecklenburg, Inc.CRFEDEX Imaging, Inc.Charlotte WorksBatson-Cook ConstructionCrisis Assistance MinistryElliott Davis Decosimo, PLLCGrant Thornton LLPNovant HealthHampton Inn & Suites - SouthPark at Phillips PlaceNorth Carolina Department of TransportationCarolinas HealthCare SystemGoodwill Industries of Southern Piedmont, Inc.American Cancer SocietyGreater Charlotte Hospitality & Tourism Allianceai Design Group, Inc.Messer Construction Co.Messer Construction Co.GreerWalker LLPApparo Solutions, Inc.LaBella Associates, P.C.Charlotte Area Transit System (CATS)Parker Poe LLPSchneider ElectricMcLaughlin Young GroupCarolina Business Interiors, Inc. (CBI)Delta Dental of North CarolinaBradleySkookumQueens University of CharlotteEliminating the Digitial DivideCity of CharlotteRogersBank of AmericaMaria M. Ochoa Financial and Insurance ServicesWFAE 90.7 FMSapientRodgersCorporate Construction Services, LLCMyers & Chapman, Inc.Charlotte KnightsPricewaterhouseCoopers LLPNortheastern University CharlotteRead CharlotteRobinson BradshawPackard PlacePappas Properties, LLCAccentureLendingTree, LLC

NAME COMPANY

L I S T O F 2 0 1 7 R E T R E AT PA R T I C I PA N T S ( C O N T. )

Carlos SanchezJack Santaniello Molly Shaw Andrea Smith Andi Stevenson Marvin Stokes Merrell Stout Christina ThigpenDiane Thomas David ThompsonMartha ThompsonTodd Tibbits Bernard Tisdale Joyce Tompkins Richard Topping Mary Vickers-KochAngie Vincent-HamacherIrene Vogelsong Jennifer Weber Ben Wilhelm Bob Wilhelm Judy Wishnek Marcea Wolf-Carter & Bill Lauren Woodruff

Charlotte Chamber Staff:Joe BostCarrie CookNatalie DickKati HynesKris KelloggKeith KellyMike ManningMarilyn MonsonMike Montagna Bob MorganBlair StanfordKatie Tanner Keva Walton

AT&TShumaker, Loop & Kendrick, LLPCommunities in SchoolsBank of AmericaDuke Mansion/The Lee InstituteMercerViking Mergers & AcquisitionsNorthwood Office LLCNovant HealthCBREDuke Energy CorporationYMCA of Greater CharlotteOgletree DeakinsYMCA of Greater Charlotte - Simmons BranchCardinal Innovations HealthcareCentral Piedmont Community CollegeRobinson Bradshaw Perkins+WillLowe’s CompaniesShiel Sexton CompanyUNC CharlotteCapital BankMark Kamin & AssociatesBank of America

NAME COMPANY

L I S T O F 2 0 1 7 R E T R E AT PA R T I C I PA N T S ( C O N T. )