DJconferences Middle Market

in Commercial Partnership with

MAY 24, 2016

U.S. CHAMBER OF COMMERCE HEADQUARTERS | WASHINGTON, D.C.

ON MAY 24 IN WASHINGTON, D.C.,
THE WALL STREET JOURNAL IS HOSTING ITS SECOND ANNUAL EXECUTIVE CONFERENCE FOCUSED EXCLUSIVELY ON AMERICA'S MIDDLE MARKET.

As the most trusted source of business news for middle market executives throughout the country, the Wall Street Journal editorial team, with its extensive knowledge and deep insight into this important sector, is uniquely qualified to host this event.

Middle-market companies, the lifeblood of the economy, drive growth and innovation, pumping a total of $10 trillion in annual revenue into the U.S. economy. With annual revenue of $10 million to $1 billion, the nearly 200,000 companies that comprise the sector generate 45 million jobs, and account for one third of total private employment.

This year’s program will commence on the evening of May 23rd with an opening reception and dinner followed by a day of high-quality programming, powerful networking opportunities and urgent insights tailored specifically to the business priorities of the middle market executives in attendance.

On Tuesday, May 24th, Journal editors will interview policy makers, practitioners, and other mid-market experts on the key business issues that affect them including:

The outlook for U.S. economic and business growth
How to improve sales growth and talent retention
Trends in lending, tax policy and regulation that will affect business
How to manage succession or the sale of a company
How the coming election will alter the business landscape

The summit will present two days of high-quality programming, powerful networking opportunities and urgent insights tailored to the business priorities of the middle market executives in attendance.

The invitation-only summit for C-Suite executives will be highly interactive and networking opportunities will be plentiful.

2016 Speakers

Bruce Andrews
Deputy Secretary, U.S. Department of Commerce

Bruce Andrews was confirmed as the Deputy Secretary of Commerce on July 24, 2014. He first joined Commerce in October 2011 as Chief of Staff to the Secretary at the U.S. Department of Commerce. Before joining the Commerce team, Andrews served as General Counsel for the U.S. Senate Committee on Commerce, Science and Transportation. Earlier in his career, Andrews served as Vice President of Governmental Affairs for the Ford Motor Company and practiced law as an attorney in the Public Policy and Telecommunications Groups at Arnold & Porter. He was also a founding member of the firm Quinn Gillespie & Associates (QGA), where he worked with clients on a variety of issues related to transportation, technology, judiciary, telecommunications and financial services.
Andrews began his career on Capitol Hill where he served as Legislative Director for Representative Tim Holden (D-PA), Legislative Assistant for Representative Gus Yatron (D-PA) and on the staff of Senator Alan Cranston (D-CA). Andrews, a Syracuse, New York native, is a graduate of the Georgetown University Law Center and Haverford College.
Ryan Burke
Senior Policy Adviser White House National Economic Council

Ryan Burke is a senior policy advisor with the National Economic Council at the White House where she works primarily on job training and higher education. Since joining the Administration in 2014, Ms. Burke has spearheaded the design and launch of TechHire, the President’s campaign to use innovative training and hiring models to get more Americans into well-paying tech jobs, partnered with agencies to implement the most significant reform to the multi-billion dollar federal workforce training system in nearly twenty years to make it more accountable for performance and data-driven, and coordinated engagement of state leaders to promote reforms to increase economic efficiency and worker mobility in areas such as occupational licensing. Previously, she started a $2 million program on workforce development at Hope Street Group. Before that she worked at McKinsey & Company as an associate serving primarily energy, telecom and consumer goods companies, and as the Chief of Staff for McKinsey’s Global Social Sector Office focused on education and economic development. Ms. Burke has a degree in finance from the University of Virginia.
Steve Case
Chairman and CEO, Revolution, Co-Founder, America Online

Steve Case is one of America’s best-known entrepreneurs and philanthropists. He is chairman and CEO of Revolution, a Washington, D.C.-based investment firm he co-founded in 2005. He is also author of The Third Wave – part memoir, part manifesto, and part playbook for the future. Steve’s entrepreneurial career began in 1985 when he co-founded America Online (AOL). AOL was the first Internet company to go public. At its peak, nearly half of Internet users in the United States used AOL. Steve’s passion for helping entrepreneurs remains his driving force. He was the founding chair of the Startup America Partnership- an effort launched at the White House to accelerate high-growth entrepreneurship throughout the nation. He is also a Presidential Ambassador for Global Entrepreneurship and was a member of President Obama’s Council on Jobs and Competitiveness where he chaired the subcommittee on entrepreneurship. Steve is also Chairman of the Case Foundation, which he established with his wife Jean in 1997.
Peter Hart
Founder, Hart Research Associates

Peter Hart has represented more than 55 U.S. senators and 40 governors. His clients have also included the Smithsonian Institution, Habitat for Humanity, UNICEF and the Gates Foundation. Hart Research has also conducted studies in South America, Europe, Asia and Africa. Over the course of the last decade, Mr. Hart has worked on spotting the new directions and trends in society, working with companies such as 3M and Citigroup. He has been on election night coverage for either NBC or CBS since 1964. In 2002, he was awarded a Lifetime Achievement Award for Outstanding Contribution to Campaign Consulting by the Campaign Management Institute at American University. For the past 30 years, he has been a Woodrow Wilson visiting fellow of The Council of Independent Colleges, and he has taught at Duke University, the Annenberg School for Communication at the University of Pennsylvania and the University of California, Berkeley. In the fall of 2013, he was a Shorenstein visiting fellow teaching at the Harvard Kennedy School of Government.
Jim Hudak
President, CIT Commercial Finance

Jim Hudak is President of CIT Commercial Finance. He has more than 25 years of experience in corporate and leverage banking, specifically targeting middle market companies. He has served in various capacities on the credit, underwriting and origination sides. Hudak started his career at Philadelphia National Bank, then had roles at Merrill Lynch and Citibank, where he worked in the Leveraged Finance division. In 1991, he joined AT&T Capital in its Capital Markets Division and focused on large project financings and leverage leases. He co-founded AT&T Capital's Telecom Group and augmented it with media, entertainment and other technology sector capabilities. Over the years, Hudak successfully guided this group through several accretive acquisitions, including Nomura, Newcourt Capital, Tyco and CIT. For the past six years, Hudak has run the Corporate Finance Group at CIT, which comprises leading industry verticals in Aerospace & Defense, Commercial & Industrial, Communications, Media & Entertainment, Energy and Healthcare. Hudak received a BA from Bucknell University and an MBA from Cornell University. He is a former officer in the U.S. Army.
Mark Huffstetler
Head of Capital Markets Origination, SunTrust Robinson Humphrey

Mark Huffstetler serves as Head of Capital Markets Origination at SunTrust Robinson Humphrey, where he is focused on helping middle market clients from across the nation realize smart growth for their businesses. The Capital Markets Origination team includes debt, equity and financial risk management origination, which support the needs of SunTrust clients from across the credit spectrum and all industry sectors. The team is comprised of Equity Origination, Syndicated & Leveraged Finance, Investment Grade Debt Capital Markets, Tax-Exempt Finance, Financial Risk Management and Ratings Advisory Services. Mark’s teams are responsible for providing product-specific idea generation in coordination with SunTrust’s banking coverage teams who work together to provide client-centric, industry-focused advice. They provide capital raising advice in the equity and equity-linked markets, public and private bond markets (high yield, investment grade and tax exempt) and syndicated loan market. In addition, they have capital structure expertise delivered through Special Situations Capital Markets, Ratings Advisory Services and Liability Management. The team also has experience in risk management and execution on rates, currency and commodity related risk management products.
ANDREW KEYT
Executive Director, Loyola University Chicago Family Business Center

Andrew Keyt is a business strategist and succession planning expert for family owned businesses. He has established a reputation globally for his ability to advise large family-owned businesses, resolve family conflict and restore communication. Keyt is the Executive Director at the Loyola University Chicago Family Business Center (www.luc.edu/fbc) dedicated to helping multigenerational family-owned businesses grow, transition and learn. Keyt is also the CEO & President of FBN North America (www.fbn-na.org), the North American Chapter of the Family Business Network International (FBN-I). FBN-I is a global network of over 3000 family businesses dedicated to the multigenerational success and sustainability of family firms. FBN is the premier global organization serving family firms. Keyt is also President and Founder of Keyt Consulting (www.andrewkeyt.com), a private firm that assists family enterprises with succession planning Keyt holds a master’s degree in family systems theory from Northwestern University with a concentration in family business and an MBA in family business with honors from Kennesaw State University. He is a cum laude graduate of Kenyon College.
Bill McInturff
Co-Founder, Public Opinion Strategies

Bill McInturff is a partner and co-founder of Public Opinion Strategies, a national political and public affairs survey research firm. Since its founding in 1991, the firm has completed more than 7 million interviews with voters and consumers in all fifty states and over a dozen foreign countries, and conducted more than 3,500 focus groups. Called by The New York Times, "the leading Republican polling company," Public Opinion Strategies currently represents 13 U.S. senators, five governors, and over 68 members of Congress. Bill, along with Hart Research Associates, conducts The NBC News/The Wall Street Journal Poll and polling on economic trends for CNBC.
ANDY OZMENT
Assistant Secretary of the Office of Cybersecurity and Communications National Protection and Programs Directorate, U.S. Department of Homeland Security

Dr. Andy Ozment has worked in cybersecurity for almost twenty years as an operator, programmer, policymaker, and executive in both the government and private sector. As the Assistant Secretary for Cybersecurity and Communications at the Department of Homeland Security, he is charged with protecting the government against cyber attacks and helping the private sector protect itself. His organization helps its customers by responding to incidents, sharing information, developing and promulgating best practices, and increasing our nation’s cybersecurity capacity.
KYRSTEN SINEMA
Co-Chair, Congressional Caucus for Middle Market Growth U.S. Representative (D., Ariz.)

Kyrsten Sinema began her career as a social worker helping struggling families. She knows the challenges these families faced, because her own family faced serious poverty while she was growing up. She soon realized that the problems these families came to her with – poverty, homelessness, job loss, abuse – were common to so many families, and that solving these problems meant thinking bigger than one family at a time. It required fighting for real change on the national level.

So Sinema started working at the grassroots level to help people access our leaders and talk about their needs. She helped them argue for better schools and fought to ensure that the services we fund were actually helping the people who need and deserve them. Eventually, she ran for the legislature , the US Congress, and won.

Sinema is committed to helping our country return to the values that make America great: hard work, access to public education, fairness and opportunity.
Megan Smith
CTO Office of Science and Technology Policy

In September 2014, President Obama named Megan Smith the United States Chief Technology Officer (CTO) in the Office of Science and Technology Policy. In this role, she serves as an Assistant to the President. As U.S. CTO, Smith focuses on how technology policy, data and innovation can advance the future of our nation.

Megan Smith is an award-winning entrepreneur, engineer, and tech evangelist. She most recently served as a Vice President at Google, first leading New Business Development -- where she managed early-stage partnerships, pilot explorations, and technology licensing across Google’s global engineering and product teams for nine years -- and later serving as a VP in the leadership team at Google[x] -- where she co-created the company’s “SolveForX” innovation community project as well as its “WomenTechmakers” tech-diversity initiative and worked on a range of other projects.

She holds a bachelor's and master's degrees in mechanical engineering from MIT, where she completed her master's thesis work at the MIT Media Lab.
THOMAS A. STEWART
Executive Director, National Center for the Middle Market

Thomas A. Stewart is the Executive Director of the National Center for the Middle Market, the leading source for knowledge, leadership and research on midsized companies, based at the Fisher College of Business at the Ohio State University.

Before joining the National Center for the Middle Market, Stewart served as Chief Marketing and Knowledge Officer for international consulting firm Booz& Company (now called Strategy&). Prior to that, he was for six years the Editor and Managing Director of Harvard Business Review, leading it to multiple finalist nominations for a National Magazine Award. He earlier served as the editorial director of magazine and as a member of Fortune’s Board of Editors.

A twelve-time participant in the World Economic Forum, he is the author of two books, Intellectual Capital: The New Wealth of Organizations and The Wealth of Knowledge: Intellectual Capital and the Twenty-first Century Organization, published by Doubleday Currency in 1998 and 2003, respectively.

Stewart is a summa cum laude graduate of Harvard College and holds an honorary Doctor of Science degree from Cass Business School, City University London
STEVE STIVERS
Co-Chair, Congressional Caucus for Middle Market Growth U.S. Representative (R., Ohio)

Raised in Ripley, Ohio, Steve Stivers learned from his mother and father the importance of family, hard work and public service, which have been the values he has carried with him throughout his life.

Stivers represents Ohio’s 15th Congressional District. He serves on both the Financial Services Committee and the Committee on Rules.

Throughout his career, Steve Stivers has led the way supporting programs and initiatives to encourage job creation, promote economic development, and put our country’s fiscal house in order.

A career soldier, Stivers has served 30 years in the Ohio Army National Guard and holds the rank of Colonel. He served overseas during Operation Iraqi Freedom in Kuwait, Iraq, Qatar and Djibouti where he led 400 soldiers and contractors and is proud that all returned home safely. Stivers received the Bronze Star for his leadership throughout the deployment.

Stivers received both his bachelor’s degree and his MBA from The Ohio State University and resides in Upper Arlington with his wife, Karen, and children, Sarah and Sam.
John Sullivan
Professor, Management, San Francisco State University

Dr. John Sullivan is an internationally-known HR thought-leader from the Silicon Valley. He has authored over 900 articles and 10 books covering all areas of Talent Management. He has spoken to audiences at over 300 corporations / organizations in 30 countries on all 6 continents. His ideas have appeared in The Wall Street Journal, Fortune, BusinessWeek, Fast Company, CFO, Inc., NY Times, SmartMoney, USA Today, HBR and the Financial Times. In addition, he writes for the WSJ Experts column and the LinkedIn Talent blog. He has been interviewed on CNN and the CBS and ABC nightly news, NPR, as well many local TV and radio outlets. He served as the Chief Talent Officer of Agilent Technologies, the HP spinoff with 43,000 employees. He is currently a Professor of Management at San Francisco State (1982 – present).

Editorial Hosts

GERRY BAKER
Editor in Chief, The Wall Street Journal
NIKKI WALLER
Global Editor, Management, The Wall Street Journal
Dennis Berman
Financial Editor, The Wall Street Journal
JOHN BUSSEY
Associate Editor, The Wall Street Journal
Matt Murray
Deputy Editor in Chief, The Wall Street Journal
Gerald F. Seib
Washington Bureau Chief, The Wall Street Journal
Kimberley Strassel
Editorial Board Member, The Wall Street Journal

2016 Agenda

Download & Print Agenda

Monday, May 23

4:30PM-6:00PM

REGISTRATION AND RECEPTION

Rust Briefing Center

Tuesday, May 24

8:00AM–9:00AM

NETWORKING AND BREAKFAST

Rust Briefing Center

9:00AM–9:05AM

WELCOME REMARKS

Hall of Flags

John Bussey
Associate Editor | The Wall Street Journal

9:05AM–9:30AM

THE MID-MARKET AGENDA

What are the top issues that middle-market companies wrestle with? Here’s what the data shows, and what your contemporaries say. Includes proprietary research for the Middle Market Summit.

Perspective:

Thomas A. Stewart
Executive Director, National Center for the Middle Market | Ohio State University

Interviewer:
John Bussey
Associate Editor | The Wall Street Journal

9:30AM–9:55AM

PASSING ON … CONTROL

Mid-Market companies are often run by the founder. Succession can get tricky, especially when the business is family owned. We ask the experts how best to prepare a company for the next generation of leadership.

Perspective:
Andrew Keyt
Executive Director, Family Business Center | Loyola University Chicago

Interviewer:
Dennis Berman
Financial Editor | The Wall Street Journal

9:55AM-10:20AM

FINDING THE BEST TALENT-AND KEEPING IT

The Mid-Market accounts for the bulk of new U.S. employment. And competition for talent is getting tighter. What are the smartest ways to attract and keep the best and brightest?

Perspective:
Dr. John Sullivan
Professor, Management | San Francisco State University

Interviewer:
Nikki Waller
Global Editor, Management | The Wall Street Journal

10:20AM–10:50AM

REFRESHMENT BREAK

Rust Briefing Center

10:50AM–11:20AM

RULES, REGS, AND NEW OPPORTUNITY

Washington sets taxes, regulation, standards, and much more. We ask two watchdogs for the Mid-Market – the co-chairs of the House Middle Market Caucus – to describe new legislation headed our way.

Perspectives:
Kyrsten Sinema
Co-Chair Congressional Caucus for Middle Market Growth | U.S. Representative (D., Ariz.)

Steve Stivers
Co-Chair, Congressional Caucus for Middle Market Growth | U.S. Representative (R., Ohio)

Interviewer:
Gerald F. Seib
Washington Bureau Chief | The Wall Street Journal

11:20AM- 11:50AM

FUNDING THE BUSINESS

We look at where financing is coming from, and how that may be changing in an economy that has shifted into a slower gear.

Perspectives:
Jim Hudak
President | CIT Commercial Finance
Mark D. Huffstetler
Head of Capital Market Origination | SunTrust Robinson Humphrey

Interviewer:
Matt Murray
Deputy Editor in Chief | The Wall Street Journal

12:05PM-1:05PM

LUNCH

Lee Anderson Room

Table conversations around topics focused on Mid-Market company growth. Attendees sign up in advance.

1:20PM-1:50PM

THE BUSINESS OF POLITICS

Hall of Flags

The next president and Congress will shape a new business landscape. Just ahead of the presidential conventions, what political change looks likely – and what's it mean for mid-market companies?

Perspectives:
Peter Hart
Founder | Hart Research Associates

Bill Mclnturff
Co-Founder | Public Opinion Strategies

Interviewer:
Matt Murray
Deputy Editor in Chief | The Wall Street Journal

1:50PM-2:15PM

PROTECTING YOUR CYBER SECRETS

What's the latest, best advice on how to enhance cyber security? And will a new law passed by Congress in December better protect companies from cyber threats?

Perspective:
Andy Ozment
Assistant Secretary of the Office of Cybersecurity and Communications, National Protection and Programs Directorate | U.S. Department of Homeland Security

Interviewer:
Naftali Bendavid
Washington Editor | The Wall Street Journal

2:15PM-2:45PM

INNOVATING ON A BUDGET Part I

Mid-market companies may not have as many irons in the fire as bigger enterprises. But innovation still drives the engine. From finding the Next Big Thing to going digital, here’s how to cultivate an innovation culture in a mid-sized business.

Perspective:
Steve Case
Chairman and CEO | Revolution

Interviewer:
Dennis Berman
Financial Editor | The Wall Street Journal

2:45PM-3:15PM

REFRESHMENT BREAK

3:15PM-3:45PM

INNOVATING ON A BUDGET Part II

A big part of cultivating an innovative culture is finding the right employees with the right ambitions, particularly in the world of tech. Some lessons in recruiting the right talent, and how to plug into public-private partnerships designed to fill the talent pipeline.

Perspective:
Megan Smith
U.S. Chief Technology Officer| Office of Science and Technology Policy

Ryan Burke
Senior Policy Advisor | White House National Economic Council

Interviewer:
Dennis Berman
Financial Editor | The Wall Street Journal

3:45PM-4:15PM

THE MIDDLE MARKET AND GLOBAL SALES

New trade deals promise new access to foreign markets. But they open the door to new competition in the U.S. market, too. What do the Trans-Pacific Partnership and other proposed trade pacts mean for middle-market companies.

Perspective:
Bruce Andrews
Deputy Secretary | U.S. Department of Commerce

Interviewer:
Sudeep Reddy
Economics Editor | The Wall Street Journal

4:20PM-6:00PM

CLOSING RECEPTION

Rooftop Terrace

U.S. Chamber Of Commerce

1615 H Street, NW
Washington, D.C. 20062
202.659.6000

Accommodation

The Hay Adams

We have reserved a block of rooms with a nightly rate of $395, plus tax. This rate will expire April 25, 2016. To reserve your room, please call 202-638-6600 and reference U.S. Chamber/WSJ.

Travel

The U.S. Chamber of Commerce is located in Washington D.C., a central hub for multiple modes of transportation. For air travel, Ronald Reagan Washington National Airport and Dulles International Airport are most convenient. For rail travel, select D.C. Union Station.

*Please note, all hotel rates are subject to availability.

Additional neighboring hotels:

The Fairmont

Please call 202.429.2400

St. Regis

Please call 202.638.2626

Contact

General Information

E-mail: [email protected]

For program or speaker inquiries, please contact: [email protected]

Venue

U.S. Chamber of Commerce
1615 H Street, NW
Washington, D.C. 20062
202.659.6000

Press

For all press inquiries, please contact: [email protected]
212.416.3583

[email protected]
212.416.4952

Sponsor

If you would like to be a sponsor of The Wall Street Journal's Accelerating Middle Market Summit, please contact: [email protected]

MAY 24, 2016

U.S. CHAMBER OF COMMERCE HEADQUARTERS | WASHINGTON, D.C.

ON MAY 24 IN WASHINGTON, D.C., THE WALL STREET JOURNAL IS HOSTING ITS SECOND ANNUAL EXECUTIVE CONFERENCE FOCUSED EXCLUSIVELY ON AMERICA'S MIDDLE MARKET.

2016 Speakers

Editorial Hosts

2016 Agenda

Monday, May 23

4:30PM-6:00PM

Tuesday, May 24

8:00AM–9:00AM

9:00AM–9:05AM

9:05AM–9:30AM

9:30AM–9:55AM

9:55AM-10:20AM

10:20AM–10:50AM

10:50AM–11:20AM

11:20AM- 11:50AM

12:05PM-1:05PM

1:20PM-1:50PM

1:50PM-2:15PM

2:15PM-2:45PM

2:45PM-3:15PM

3:15PM-3:45PM

3:45PM-4:15PM

4:20PM-6:00PM

Sponsors

U.S. Chamber Of Commerce

Accommodation

The Hay Adams

Travel

Additional neighboring hotels:

The Fairmont

St. Regis

Contact

General Information

Venue

Press

Sponsor

ON MAY 24 IN WASHINGTON, D.C.,
THE WALL STREET JOURNAL IS HOSTING ITS SECOND ANNUAL EXECUTIVE CONFERENCE FOCUSED EXCLUSIVELY ON AMERICA'S MIDDLE MARKET.