CEOcircle 2027 Cohort Program Guide

November 17-18, 2026

270 Park Avenue, New York, NY 10017

IVMF Welcome Letter

CEOcircle 2027 Cohort,

Welcome to New York, and welcome to CEOcircle.

You were selected from a competitive pool of veteran and military spouse business owners to join this cohort. Out of 138 applicants, 67 were selected to join CEOcircle. Amongst your cohort, annual revenue averages $8.79 million, and collectively you all employ 2450 individuals. Over the next twelve months, you will join a confidential Call Sign of peers, hear from distinguished leaders across business and government, and build relationships that will extend far beyond this program.

This first Fly-In’s theme is Foundation: building the relationships, leadership habits and operating discipline that will anchor your CEOcircle year. You’ll begin alongside the graduating 2026 cohort, a group of CEOs who sat in your seats just one year ago, before joining them for Mess Night, a CEOcircle tradition rooted in military heritage. On Wednesday, you’ll meet your J.P. Morgan banker liaisons, hear from leaders including JPMorganChase board member and former Chairman and Chief Executive Officer of Johnson & Johnson, Alex Gorsky, and hold your very first Call Sign huddle.

The value of CEOcircle grows with what you put into it. Come curious, be candid with your peers, and take full advantage of every conversation - in sessions, between them, and long after you return home.

The IVMF team is here throughout your time in New York. Please reach out if there is anything we can do to support your experience.

Lauren Hope

Lauren Hope

Associate Director of Growth, Innovation, Community Building Programs & Sponsored Events, and Future State 

Entrepreneurship & Small Business

D’Aniello Institute for Veterans and Military Families

Active Duty Army Spouse

Bob Milner in a nice suit posing for his professional portrait.

Bob Milner

Entrepreneur in Residence & Senior Advisor

Entrepreneurship & Small Business

D’Aniello Institute for Veterans and Military Families

Air Force Veteran

IVMF Resources

Check out some of the latest resources and features from the IVMF team!

Stay engaged on LinkedIn! Entrepreneurship – IVMF | Groups | LinkedIn

Fly-In #2: Scale — Current Cohort RSVP for : March 9–10, 2027 in Dallas, TX, aligned with IVMF’s Veteran EDGE Conference.

Veteran EDGE 2027 — March 10–12, 2027 • Renaissance Dallas Hotel, Dallas, TX. The only conference designed specifically for veteran and military spouse business owners who are scaling or ready to scale. Purchase your early bird ticket today.

VETS27 Conference — May 18–21, 2027 • Hyatt Regency New Orleans, LA. The premier Federal small business event focused exclusively on growing your business, and CEOcircle is hosting an exclusive Member and Alumni Reunion & Networking Happy Hour. RSVP for this CEOcircle VIP event here https://wkf.ms/432tB1A and register for the conference here.

JPMC Welcome Letter

Welcome to CEOcircle!

On behalf of J.P. Morgan, we are thrilled that you have made the decision to join us for what we consider to be one of the most impactful programs for military-connected business owners.

With thanks to the outgoing 2026 CEOcircle cohort, we are excited to welcome you and your colleagues to the 2027 CEOcircle cohort. Every year we grow, and past cohorts had set the bar high in excellence — 58% reported an increase in profitability due to CEOcircle participation — and we’re confident that our newest members will build upon that legacy and inspire each other to achieve even greater success.

Our program is crafted to encourage open conversations, allowing us all to share our perspectives and proven strategies to help address future challenges and support smarter business decisions. We hope you take full advantage of this opportunity to connect with fellow participants and our esteemed speakers to exchange ideas and broaden your horizons and network.

Please connect with our J.P. Morgan Commercial Banking liaisons if there is anything we can do to make your participation more valuable or if we can help you implement any ideas discussed during the sessions.

Thank you for being here, and we hope you enjoy the journey!

Sincerely, 

JPMC Alex Mckindra in a suit and tie smiling for his professional portrait.

Alex McKindra

J.P. Morgan
Managing Director, Global Corporate Banking – Technology
Head of Global Banking Veteran Initiatives
Air Force Veteran

JPMC Resources

J.P. Morgan Impact Banking – Learn how J.P. Morgan Commercial Banking's purpose-driven approach provides capital solutions and strategic insights to help strengthen communities worldwide.

Key Resources for Veteran Business Owners – Visit J.P. Morgan Commercial Banking's microsite of content resources dedicated to educating and inspiring veteran business owners.

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JPmorgan chase log

Agenda

CEOcircle 2027 Cohort Fly-In #1: Foundation

Theme — Foundation: Building the relationships, leadership habits and operating discipline that will anchor your CEOcircle year.

Venue & Transportation

Speakers Spotlight & Session Description

View the Lookbooks to see the all the 2026 cohort participants and who your group members are for this program.

View the Lookbooks to see the all the 2026 cohort participants and who your group members are for this program.

Call to Action

Welcome to CEOcircle

The 2027 cohort begins its CEOcircle year at JPMorganChase Headquarters with a welcome from IVMF and an introduction to the program from Lead Facilitator Todd Connor.
Todd Connor in a suit and collared shirt smiling for his professional portrait.

Todd Connor, Lead Program Facilitator, CEOcircle

Todd Connor is currently CEO of Veterans for All Voters, an organization he co-founded to give a voice and a platform for the military-connected community to address political polarization through election reforms and innovations. Todd is also the founder of Bunker Labs, a national entrepreneurship organization dedicated to helping the military-connected community start and grow businesses. Founded in Chicago in 2014, Bunker Labs grew to over 40 chapters across the United States before being acquired into the D'Aniello Institute for Veterans and Military Families at Syracuse University in 2024.

Todd is a former management consultant, U.S. Navy veteran, and has held many leadership roles in the public and private sector. He is also the founder of The Collective Academy, a leadership development consulting firm, as well as Emerson House, a luxe retreat venue in La Porte, Indiana. Todd holds a BA from Northwestern University, an MBA from the University of Chicago, and is the author of Third Shift Entrepreneur (Wiley, 2021).

Todd serves as the lead faculty for the President George W. Bush Veteran Leadership Program in Dallas, Texas and is an Executive in Residence at the University of Chicago Booth School of Business. He has been recognized as a Presidential Leadership Scholar and a Presidio Fellow.

Executive Insight: Navigating Economic Changes

The 2026 and 2027 cohorts come together for an executive briefing on the economic and market outlook, industry trends and the capital markets, and what they mean for growth-stage companies.
Ginger Chambless smiling in front of a brick wall for her professional portrait.

Ginger Chambless, Head of Market Insights, J.P. Morgan Commercial & Investment Bank

Ginger Chambless is a Managing Director and Head of Market Insights for JPMorgan Chase Commercial Banking. In this role, she produces curated thought leadership content for commercial banking clients and internal teams. Her content focuses on economic and market insights, industry trends, and the capital markets.

JPMC Alex Mckindra in a suit and tie smiling for his professional portrait.

Alex McKindra, Managing Director, Technology Corporate Banking and Co-Head of Global Banking Veteran Initiatives, J.P. Morgan

Alex McKindra is a Managing Director within J.P. Morgan's Technology Global Corporate Banking Group and Co-Head of Veteran Initiatives for JPMorgan Chase Commercial Banking. In these dual roles, he provides corporate banking coverage for West Coast-based technology companies and leads efforts to support veteran business owners nationwide.

Alex joined J.P. Morgan in 1999 as an investment banking associate in the Consumer & Retail Industry Coverage Group, executing mergers and acquisitions, equity capital markets, and debt capital markets transactions. Prior to J.P. Morgan, he was an associate in Barclays Capital's Financial Sponsors Group, focused on leveraged buyout transactions for mid-cap private equity firms.

Alex is a graduate of the United States Military Academy at West Point and completed a tour of duty in the United States Air Force.

Mess Night Keynote

Mess Night brings the 2026 and 2027 cohorts together for a formal dinner in military tradition, with service toasts, a POW, KIA & MIA recognition and a keynote conversation.
Alex Gorsky in suit and nice shirt outside smiling for his professional portrait.

Alex Gorsky is the former Chairman and Chief Executive Officer of Johnson & Johnson. 

He began his Johnson & Johnson career as a sales representative in 1988, advancing through positions of increasing responsibility across business units, geographies, and divisions. In 2012, he became the seventh  leader to serve in the dual role of Chairman and CEO. He became Executive Chairman at the end of 2021, which he held until his retirement in January 2023.

As part of the company's commitment to serving more than a billion people each day, Alex oversaw significant breakthroughs in their Pharmaceutical, Medical Device, and Consumer portfolios. Additionally, throughout Alex's tenure, Johnson & Johnson consistently earned recognition for its innovation, effective management, and strong global reputation.

Through his work as a member of the Business Roundtable and the Business Council Executive Committees, Alex's influence has shaped both the healthcare landscape and the greater business community. He currently sits on the Board of Directors of Apple, IBM, JPMorgan Chase, the Cleveland Clinic, and the Travis Manion Foundation, and serves on the Board of Advisors, Wharton School at the University of Pennsylvania. He is also the April and Jay Graham Fellow at the George W. Bush Institute.

He also works with companies across the healthcare and technology landscape as a General Partner with Iconiq Capital and as the Co-Founder of the Alderline Group. Alex completed his undergraduate education at the U.S. Military Academy at West Point and earned his MBA from Wharton in 1996.

Mark Elliot

Mark Elliott, Global Head of the Office of Military & Veterans Affairs, JPMorganChase

Mark A. Elliott is the Managing Director and Global Head of Military and Veterans Affairs for JPMorganChase. He oversees firm-wide efforts to honor those who have served and support their long-term success as employees, clients, customers and members of our communities.

Over nearly three decades serving in the U.S. Army, Mark commanded units at the company, battalion and brigade levels. Retiring as a Colonel, his assignments in both conventional and special missions units took him around the world including two deployments to Iraq, with his last serving as aide-de-camp to the commander of all forces in Iraq. Most recently, Mark Elliott was the Director of the Army's Land Warfare Network at the Pentagon in Washington, D.C.

Mark joined JPMorgan Chase in 2015 as a senior strategist on Global Technology Infrastructure's Strategy and Transformation team where he supported the firm's efforts to create new ways of interacting with customers in a digital environment.

He holds a Bachelor's of Science in physics from the University of Alabama, a Masters in Telecommunications Management from Southern Methodist University, and a Masters in Strategic Studies from the National War College in Washington, D.C.

Banker Activation: “Know Who You Are” Round Robin

Get to know the J.P. Morgan banker liaisons who will support your Call Sign throughout the year. Learn who they are, where they and the broader J.P. Morgan network can help, and how to make the most of the relationship well before a traditional banking need arises.
Todd Connor in a suit and collared shirt smiling for his professional portrait.

Todd Connor, Lead Program Facilitator, CEOcircle

Todd Connor is currently CEO of Veterans for All Voters, an organization he co-founded to give a voice and a platform for the military-connected community to address political polarization through election reforms and innovations. Todd is also the founder of Bunker Labs, a national entrepreneurship organization dedicated to helping the military-connected community start and grow businesses. Founded in Chicago in 2014, Bunker Labs grew to over 40 chapters across the United States before being acquired into the D'Aniello Institute for Veterans and Military Families at Syracuse University in 2024.

Todd is a former management consultant, U.S. Navy veteran, and has held many leadership roles in the public and private sector. He is also the founder of The Collective Academy, a leadership development consulting firm, as well as Emerson House, a luxe retreat venue in La Porte, Indiana. Todd holds a BA from Northwestern University, an MBA from the University of Chicago, and is the author of Third Shift Entrepreneur (Wiley, 2021).

Todd serves as the lead faculty for the President George W. Bush Veteran Leadership Program in Dallas, Texas and is an Executive in Residence at the University of Chicago Booth School of Business. He has been recognized as a Presidential Leadership Scholar and a Presidio Fellow.

Lauren Hope

The Price of Being Good: When Strengths Become Constraints

The habits that made you successful can quietly limit your company’s growth. This session helps founders identify the strengths that have become constraints and use feedback, trust and decision clarity to increase their leadership capacity. Leave with a personal leadership experiment for the next 90 days.
Andrea Singsaas

Andrea Singsaas, Founder & CEO; Executive Coach, The Tyne Group

Andrea Singsaas is an executive coach, international keynote speaker, and organizational development consultant known for her direct, practical, results-focused approach to leadership. An Iowa native who now travels the world to work with her clients, she isn't interested in theories that sound good on paper. She helps leaders cut through noise, get clear on what matters, and make decisions that create real, measurable impact.

Andrea founded The Tyne Group in 2016 and has spent the past decade coaching leaders and founders through the revenue plateaus that stall growth, from $5M to $10M to $20M and beyond. She brings a strategic perspective shaped by years in international consulting, project management, and organizational leadership, and works with both civilian and military-connected leaders. Her clients include executives from Accenture, Amazon, the Department of War, Google, Home Depot, Raytheon, Target, MIT, Splunk, and USAA.

She holds an MBA from the University of Nebraska at Omaha and a BA in Communications from Simpson College, and is currently pursuing her Doctorate of Business Administration (DBA) in Organizational Leadership at Columbia Southern University. She is an Associate Certified Coach (ACC) with the International Coaching Federation and a Project Management Professional (PMP), and has completed advanced leadership programs through Harvard, Notre Dame, the McChrystal Group, and the George W. Bush Presidential Center Veteran Leadership Program.

Andrea is trusted for her ability to help leaders stay grounded, think strategically, and lead with clarity and confidence, no matter where in the world she's working from. She equips executives to navigate complexity, drive meaningful change, and build careers and organizations that last.

Mobilize AI in Business: Risks & Opportunities

A practical look at how growing companies can put AI to work across their operations, where the risks are, and how to get started.
Jeff Knuass smiling for his professional portrait.

Jeff Knauss, CEO & Co-Founder, Arcovo AI

Jeff Knauss is a serial entrepreneur, AI strategist, keynote speaker and angel investor with a proven track record of building, scaling, and exiting high-growth businesses. As CEO & Co-Founder of Arcovo AI, he leads the transformation of how businesses operate by creating AI-powered digital employees that eliminate manual processes, accelerate growth, and free teams to focus on high-value work. Previously, Jeff was the CEO & Co-Founder of Digital Hyve, a full-service digital marketing agency that grew into an 8-figure powerhouse, ranking 52nd on the Inc. 5000 list of fastest-growing private companies in the U.S.

In 2021, Jeff orchestrated a highly successful financial exit, selling his 8-figure revenue company to an independent agency and securing a lucrative return after 7 years of scaling the business. Equally important, he structured the deal to ensure all 56 employees became employee-owners in the acquiring company through an ESOP, creating lasting financial benefits for his team. He has been recognized and featured in Entrepreneur Magazine, Adweek, Inc. Magazine, Fortune Magazine, Facebook Success Stories, and more.

Beyond his ventures, Jeff is an investor and advisor to multiple companies across AI, fintech, commercial real estate, and hospitality, including ownership of 3 restaurants: XO Taco, Hidden Fish, and Clover's. He currently serves on the Board of Directors for Community Financial System, Inc. (NYSE: CBU) and the SUNY Oswego Foundation, with past board roles at Byrne Dairy, United Way, Food Bank of CNY, and other major organizations. In 2021, Jeff and his wife launched the Knauss Family Foundation, dedicated to breaking cycles of generational poverty through education, children's health, and career development.

Protect Your Personal Assets as a Founder

Founders often have most of their wealth tied up in their companies. This panel covers how to protect and plan for personal assets as your business grows.

CEO-Level Panel with:
Stephen Price, Executive Director, J.P. Morgan Private Bank 
Nathan Meisberger, Vice President, Private Business Advisory, J.P. Morgan

Moderated by Max Lane, Head of Military and Veteran Wealth Strategies, J.P. Morgan Private Bank

Stephen price in a suit and tie smiling for his professional portrait.

Stephen Price, Executive Director, J.P. Morgan Private Bank

Stephen Price is an Executive Director and Banker in the Charlotte office of J.P. Morgan Private Bank. Stephen advises a mix of business owners, wealthy families and not-for-profit organizations across the Carolinas who face a myriad of wealth management opportunities and challenges. He is instrumental in guiding them through the complexity of financial decision making to help enhance the probability of achieving their most important objectives.

Stephen uses a process of discovery to learn the considerations and variables that impact his clients' lives and the goals they have for themselves, their families, generational transfer and philanthropy. He marries these inputs with the resources of J.P. Morgan to present an actionable path forward that integrates their needs for planning, investing, banking and lending. Clients describe him as trustworthy, detail-oriented and candid, and they know his word is his bond.

With a decade of experience at J.P. Morgan, Stephen has risen to an executive-level role and gained deep insights into the sophisticated needs of high-net-worth individuals. In 2017, he relocated from Atlanta to Charlotte for the opportunity to come home and help open the team's Charlotte office.

Taking a leadership path to a career in financial services, Stephen served seven years in the United States Marine Corps as an infantry officer. He led platoon and company-sized units in the United States and overseas-deployed locations, including three deployments supporting Operation Iraqi Freedom.

Stephen earned a B.S. in Ocean Engineering from the United States Naval Academy, and an M.B.A. in Finance from the University of Georgia's Terry College of Business. He formerly served on the Terry M.B.A. Curriculum Advisory Committee.

Nathan Meisberger in a suit and tie smiling for his professional portrait.

Nathan Meisberger, Vice President, Private Business Advisory, J.P. Morgan

Nathan Meisberger is a Vice President and part of the Private Business Advisory team, where he works developing content and strategies for business owners on issues such as mergers and acquisitions, corporate governance, pre-transaction planning and maintaining a legacy business over multiple generations.

Prior to joining the team, Nathan was an Asset Manager for J.P. Morgan's Closely Held Asset Management Group. He was responsible for conducting valuations on private businesses and buy-sell analysis on potential transactional opportunities. He worked closely with executive management of the privately held companies to understand the current business outlook and macroeconomic implications for the businesses. Nathan's previous experience also includes exposure to fiduciary risk, credit loss forecasting and lending strategy.

Nathan is a CFA charterholder and holds a Bachelor of Science in Business Administration with a specialization in Finance from Ohio State University.

Max lane in a suit and buttoned shirt for his professional portrait.

Max Lane, Head of Military and Veteran Wealth Strategies, J.P. Morgan Private Bank

Max Lane is the Head of Military and Veteran Wealth Strategies at J.P. Morgan Private Bank. In this capacity, he leads the Private Bank's strategic initiatives to serve veterans, military families, and defense-aligned individuals and institutions. Max has over thirteen years of experience in financial services and has been with J.P. Morgan for more than a decade, serving in numerous roles across multiple lines of business. Prior to joining J.P. Morgan, Max served in the U.S. Army and Army National Guard for nine years, both as an enlisted soldier and as a commissioned officer.

A Fireside Chat with Linda Bammann on Crisis and Risk Management

A conversation on leading through crisis and managing risk, drawn from decades of experience at the highest levels of financial services.

Linda Bammann, Director, JPMorganChase
Moderated by Rhett Jeppson, Executive Director, J.P. Morgan Commercial & Investment Bank

Linda bammann smiling for her professional portrait.

Linda Bammann, Director, JPMorganChase

Linda B. Bammann was Deputy Head of Risk Management at JPMorgan Chase from 2004 until her retirement in 2005. Previously she was Executive Vice President and Chief Risk Management Officer at Bank One Corporation ("Bank One") from 2001 to 2004 and, before then, Senior Managing Director of Banc One Capital Markets, Inc. She was also a member of Bank One's executive planning group. From 1992 to 2000 she was a Managing Director with UBS Warburg LLC and predecessor firms.

Ms. Bammann served as a director of The Federal Home Mortgage Corporation ("Freddie Mac") from 2008 until 2013, during which time she was a member of its Compensation Committee. She served as a member of Freddie Mac's Audit Committee from 2008 until 2010 and as Chair of its Business and Risk Committee from 2010 until 2013. Ms. Bammann also served as a director of Manulife Financial Corporation from 2009 until 2012. Ms. Bammann was formerly a board member of the Risk Management Association and Chair of the Loan Syndications and Trading Association.

Ms. Bammann graduated from Stanford University and received an M.A. degree in public policy from the University of Michigan.

Matthew jepson in a suit and buttoned shirt looking serious for his professional portrait.

Rhett Jeppson, Executive Director, J.P. Morgan Commercial & Investment Bank

Matthew "Rhett" Jeppson is the Executive Director focused on veteran-owned and national security business at J.P. Morgan.

Prior to joining JPMorganChase, Rhett served as the Chief Executive of the United States Mint from January 2015 to January 2017. He also served as the Acting Chief Operating Officer of the Small Business Administration, where he oversaw all aspects of the agency's disaster and risk management, personnel, facilities, information technology, and equal opportunity programs.

A veteran of the U.S. Marine Corps, Rhett served active duty for 28 years as an infantry officer, spending significant time with U.S. Special Operations Command. He has been deployed in conflicts ranging from Operation Desert Storm in Iraq to Operation Enduring Freedom in Afghanistan. In the midst of his military career in 1991, Rhett left active duty to return to Florida to attend to his family's home construction business after his father suffered a serious illness.

Rhett re-entered active duty in 1995 and served as an Operations Officer with Special Operations Command Central within Southwest Asia and the Horn of Africa. In the wake of the September 11, 2001 attacks, Rhett served as the representative to the European Command's Counter-Terrorism Joint Planning Group. He was later assigned as Chief of Current Operations, directly responsible for the employment of all Marine Corps forces in Europe and Western Africa.

Following that assignment, Rhett was assigned to U.S. Special Operations Command in Tampa, Fla., where he developed and led the command's engagement with key European partners. He subsequently served in Afghanistan with U.S. Forces-Afghanistan as the Deputy Director of Operations. Rhett retired from the Marine Corps Reserve in 2016.

He graduated from the University of Florida with a degree in history.

Closing: J.P. Morgan Leadership

Frederick Royall III in a suit and buttoned shirt smiling for his professional portrait.

Frederick Royall III, Managing Director and Head of Inclusive Banking, J.P. Morgan Commercial Banking

Frederick Royall III is a Managing Director and is the Head of Inclusive Banking, J.P. Morgan Global Banking, where he helps support local and diverse business leaders as they grow and scale.

He leads a team of business development executives that help business leaders grow and scale by driving awareness of JPMorganChase's full suite of products and services, with a focus on those who have historically faced obstacles accessing capital and other banking tools.

Fred has over twenty-five years of capital markets experience. He was previously the CEO and founder of Royall Capital Holdings, LLC, a boutique investment bank that raises capital for private, middle-market business leaders from historically underrepresented backgrounds. He serves on the Board of Trustees for the National Children's Museum and the Young Adult Institute (YAI) as well as Co-Chairs the Billion Dollar Roundtable Triad finance committee.

He earned his undergraduate degree from Syracuse University and MBA degree from Columbia Business School.

Fred is an active thought leader and has been featured in Fortune, Entrepreneur, Strategic CFO and other publications. He was selected by Crain's New York as a Notable Diverse Leaders in Banking and Finance and recently selected for the Power100 List of Financial Executives.

Huddle Format Reference

This format is specific to Call Sign huddles, which focus on peer problem-solving.

1. Welcome (2 Min)

Assign roles: Timekeeper, Facilitator, Notetaker

2. Check-ins (25 Min)

Tag-team style, ~3 min each: Personal best, Business best, Cohort shout out, Last month's commitment status, Recent learning, “If I'm honest...”, “What I need today”

3. Critical Questions Exercise (40 Min)

Submit questions in chat (5 min), group selects 2 questions

For each question (15 min): Present (2 min) → Clarifying questions (2 min) → Group brainstorm while presenter listens (8 min) → Presenter reaction and commitments (3 min)

4. Wrap-Up (12 Min)

Next month's commitments, Rate meeting quality (1–10), Rate individual participation (1–10), Preview next session