Summit 2025 to be held December 4 – 5 returning to Montage Deer Valley

Now in its 25th year, Summit D&O Conference is a world-class directors and officers training and leadership conference dedicated to helping the boards of public, pre-IPO, and private companies improve corporate governance and best practices. Summit provides an opportunity for directors and officers to hear valuable information from nationally recognized experts and thought leaders on best practices and strategies to improve boardroom performance.Join your peers from around the country at the Summit Conference and discuss the challenges facing boards today. Hear from nationally recognized experts on how to most effectively deal with the challenges and complexities of new federal regulations and governance reforms.

Additional benefits include an estimated 9.5  (CPE/CLE) credits and 9 NACD credits toward achieving and maintaining NACD Directorship Certification® and NACD Board Leadership Fellowship. Credit hours are based on previous years’ allocations.

Registration

All the pieces are coming together for another successful Summit D&O Training Conference. We are holding this year’s conference in-person at the Montage Deer Valley. Summit 2025’s lineup included presenters bringing back a few favorites like Joan Woodward – Travelers as well as some strong new speakers including Jon Dorenbos – former NFL player, AGT finalist, and recommended by Tony Robbins and Hal Gregersen – Director MIT Leadership Lab, Author of Bursting the CEO Bubble

REGISTRATION IS OPEN NOW for a great conference that will help you be a better board member while providing over 9 hours of CLE and CPE and 9 NACD Fellowship hours. Pricing is a bargain at $675.

Registration open NOW for: Summit 2025 Director & Officer Training Conference, December 4 – 5, 2025

Accommodations

Lodging at the Montage Deer Valley Resort will be available at discounted rates. Please book early as the room block sells out quickly.

  • Superior King or Double-Queen Room – $355
  • Mention “Summit Conference” to get discount at (435) 604-1300
  • or follow this link to book your room online: https://book.passkey.com/e/51086331
  • Availability is limited though reservations at the discounted rates are available for two days before and two days after the conference

If you are using a GPS or some kind of mapping device to find your way to the Montage Resort, please use the following address to enter into your mapping/GPS device:

Montage Deer Valley Resort
9100 Marsac Avenue
Park City, UT 84060

We recommend UBER or Lyft for transportation from the airport to the Montage.

Agenda 2025

Thursday, December 4th

7:00 – 7:45 Registration / Continental Breakfast

8:00 – 8:15 Introduction and Welcome to Conference

Spencer Hoole, Summit 2025 Co-chair, President Retail Insurance, IMA

8:15 – 8:30 Keynote Address: 

Dean Brigitte Madrian, BYU Marriott School

8:30 – 9:30  Keynote Address: Woodward on Washington

Joan K. Woodward, Executive VP Public Policy, The Travelers Companies, former VP and Director of Washington Research for Goldman Sachs, former Deputy Chief of Staff for the U.S. Senate Committee on Finance

9:30 – 10:30 Town Hall: NACD Blue Ribbon Commission – CEOs and Boards

Moderator: Jonathan Johnson, NACD Blue Ribbon Commissioner

Panelist: Herman Bulls, Vice Chairman, Americas, JLL, NACD

Panelist: Maggie Wilderotter, NACD

10:30 – 11:00  Networking Break

11:00 – 11:30 Keynote: Master Class – Technology and Innovation Oversight for Boards

Laurie Yoler, Board Member and Partner at Playground Global, Director, Bose Corp. and Church & Dwight Col, NACD Nor Cal

Dan Hansen, Managing Director, Protiviti

11:30 – noon Keynote: Crisis Preparedness

Jeffery S. Sallet, Partner, EY

NOON – 1:30 Lunch Keynote Address: Life is Magic

Jon Dorenbos, Former NFL Player and Author

1:30 – 2:30 Breakout 1: AI – What Has Changed (again, already) in 2025

Breakout 2: Workforce Trends – Generational Changes

2:30 – 2:45 Networking Break

2:45 – 3:30 Breakout 1: Advancements in Blockchain Technology  

Breakout 2: Enterprise Risk Management

3:45 – 4:30 Keynote Address: The Economy & Private Equity: 2026 Outlook

Chris Gammons, Vice Chairman, Head of Middle Market Financial Sponsors, Bank of America

 

Friday, December 5th

8:00 – 8:30 Continental Breakfast

8:30 – 9:00 Keynote Address: Turning Uncertainty into Opportunity

Curtis Bateman, Senior Vice President International, Franklin Covey

9:00 – 9:30 Fireside Chat: 

Facilitator –        Mark Bonham, Mayer Brown, Shareholder

  Guest –             Herman Bulls, NACD

9:30 – 10:30  Breakout 1: State of the Capital Markets – The Path to Liquidity

Breakout 2: 25 Years of Summit – A Look Back at Defining Regulations, Popular Topics, Consistent Themes and The Evolution of the Board Room

10:30 – 11:00 Networking Break

noon – 1:00 Keynote Address: The Courage to Make Tough Decisions as a Board Member

Hal Gregersen, Director MIT Leadership Lab, Author of Bursting the CEO Bubble

Conference wrap-up / adjourn SKI AFTERNOON

Sponsors

Sponsors include the thought leaders in corporate governance and regulatory compliance.

IMA Financial Group and Latham & Watkins and EY are the Title Sponsors of this year’s Summit Conference.

Summit is presented with the support and assistance of the NACD Utah Chapter and Brigham Young University.

Gold Sponsors include Bank of America, Connor Group, Donnelley Financial Solutions, Dentons Durham Jones Pinegar, KeyBank, KPMG, Mayer Brown, Nasdaq, and Protiviti.