CEOcircle 2026 Cohort Program Guide

November 16-17, 2026

270 Park Avenue, New York, NY 10017

IVMF Welcome Letter

Welcome back to New York, and welcome to your final Fly-In.

A year ago, many of you walked into this building as strangers. This week, you gather as a network of veteran and military spouse CEOs who have challenged, supported and championed one another through every stage of growth.

This Fly-In’s theme is Fortify: protecting and positioning what you have built so that it lasts. Over the next two days, you’ll hear from leaders who have built, scaled and transitioned companies at the highest levels. Travis Mack will share how he grew The Saalex Corporation into a leading defense technology company while building a private equity platform. Jamie Dimon will join us for a fireside conversation with your own CEOcircle Senior Facilitator, Rudy Cazares. Our M&A panel will take you inside real exits, and our finance and leadership sessions will help you strengthen both the numbers and the mindset behind your next chapter.

On Tuesday afternoon, you’ll meet the incoming 2027 cohort. As CEOcircle alumni, you are now the example they will look to, so please share what you’ve learned generously. We’ll close the evening together at Mess Night, a tradition that honors the service that connects us all.

Although this week marks the end of the formal program, it is not the end of your CEOcircle journey. We look forward to staying connected with you through our alumni community, mentorship and programs like Veteran EDGE.

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, 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 18–20, 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 the final Fly-in Forum!

Thank you for setting aside time to join us.

This is a very special Fly-In, dedicated to recognizing your accomplishments and celebrating the milestones you’ve reached. Your active participation throughout the past year — at events, virtual gatherings and informal conversations — has been invaluable. It has been an honor to get to know you, collaborate with you and witness your progress and achievements.

We’re also looking forward to introducing you to all 67 veteran and military spouse CEOs who we are welcoming to the 2027 CEOcircle cohort. Your dedication has established a strong foundation of excellence, and we are confident the next class of entrepreneurs will continue to build on your success — an achievement reflected by 63% of participants gaining a new business opportunity through the program.

Although this week marks the end of the formal program, we hope that our partnership does not end here. We know that you all have incredible journeys ahead, and we look forward to staying connected and supporting you along the way.

Please feel free to share updates about your business, inquire about additional resources, or reach out if there is anything we can do to assist you as you move forward.

With gratitude,

Kristina Brown

Kristina Brown

Michelle Buonfiglio

Michelle Buonfiglio

Marvin Clarke

Marvin Clark

Danielle Davis

Danielle Davis

Laura Higgins

Danielle Davis

David Pulliam

Danielle Davis

Shaunte Robinson

Shaunte Robinson

Vanessa torres

Vanessa Torres

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.

Image
JP Morgan Chase and Company

 

Agenda

CEOcircle 2026 Cohort Fly-In #4: Fortify

Theme — Fortify: Protecting and positioning what you’ve built through exit planning, M&A, financial discipline and the leadership resilience to lead what comes next.

Venue & Transportation

Speakers Spotlight & Session Description

Zilker Media Brand Audits

Workshop & 1:1 Sessions with Paige Velasquez Budde, Co-founding Partner & CEO, Zilker Media, and Nichole Williamson, Chief Strategy Officer, Zilker Media

In today’s environment, the first place most customers, journalists, investors, and thought leaders will interact with you and your “brand” is not in person or over the phone — it’s online via your website, search results or social media channels. Your entire first impression as the CEO and business now happens directly on page one of Google or within an LLM. Do you know what page one looks like on Google for a search on your name or business name? What that first impression says determines whether you are positioned to accelerate trust in your company among stakeholders. In your personalized online brand audit consultation, you will be walked through an analysis of your online channels and the actions you can take to utilize your first impression online to accelerate business opportunities, speed of trust and impact.

1:1 audit times: 

Monday 12:00–12:20, 12:20–12:40, 3:05–3:25, 4:15–4:35, 5:00–5:20, 5:20–5:40, 5:40–6:00, 6:10–6:30, 6:30–6:50

Tuesday 8:00–8:20, 8:20–8:40, 10:40–11:00, 11:45–12:05, 12:05–12:25, 12:25–12:45

Paige velasquez posing outside for her professional headshot.

Paige Velasquez Budde, Co-founding Partner & CEO, Zilker Media

Paige Velasquez Budde is Co-Founding Partner and CEO of Zilker Media, an award-winning PR and brand strategy agency based in Austin, Texas, and the author of The Strategic Business Influencer: Building a Brand with a Small Budget (BenBella/Matt Holt Books, November 2025). During her tenure as CEO, Zilker Media has been named on the Inc. 5000 list and as one of the Fastest Growing Companies in Austin, a three-time Best Places to Work by Austin Business Journal and Inc. Magazine. In 2025, the Austin Business Journal named Velasquez Budde the Best CEO in Austin and awarded her the Women in Business award. The Austin Chamber of Commerce also awarded Paige the 2025 Austin Executive Leaders of the Year.

She has been featured as a speaker on trust-driven marketing and led workshops for organizations such as Ernst & Young, TEDx, Harvard Medical School, The University of Texas at Austin and Women Presidents Organization. Paige is a leading voice on executive visibility, trust-centered leadership, and building people-driven brands in the AI era. Her approach to people-driven marketing has been featured in many media outlets, including Fast Company, Forbes, Inc., Thrive Global, KevinMD, Texas CEO Magazine, Business News Daily and Business.com.

Nichole Williamson posing casually on a chair for her professional portrait.

Nichole Williamson, Chief Strategy Officer, Zilker Media

With a formidable track record of driving significant growth and strategic innovation, Nichole Williamson stands at the forefront of industry leadership as the Chief Strategy Officer at Zilker Media. Her expertise spans a wide range of sectors, including banking, fintech, healthcare, construction, cybersecurity, venture capital, law and golf retail, making her an indispensable asset to thought leaders and multinational companies.

Nichole's strategic insight is highlighted by her pivotal role in propelling deposit growth for one of Texas's fastest-growing regional banks and developing comprehensive campaigns to enhance customer engagement across various departments such as Treasury, Mortgage, Private Banking, and Digital Banking. Her leadership has guided multiple INC 5000 companies toward exponential growth.

Nichole is highly regarded for her strategic approach to branding and digital strategy. She has successfully managed the book launch for an AP National Bestselling book and led impactful branding sessions for Women Presidents Organization and CEO Circle members. As an Independent Bankers Association of Texas (IBAT), Texas Bankers Association (TBA), and Financial Women in Texas member, she stays at the cutting edge of industry trends and challenges.

Nichole holds a Bachelor of Science in Communication Studies from The University of Texas at Austin, specializing in Corporate Communications.

A Conversation with Travis Mack

Keynote Fireside Chat with Travis Mack, Chairman and CEO, The Saalex Corporation

Moderated by Frederick Royall III, Managing Director & Head of Inclusive Banking, J.P. Morgan

Travis Mack founded The Saalex Corporation in 1999 and grew it into a provider of mission-critical capabilities across the defense, space and intelligence sectors, while also building a private equity platform that has completed more than 21 acquisitions. In this conversation, he’ll share the capital decisions, acquisitions and exits that shaped his path, and what he has learned about building companies that are positioned to last.

Travis mack smiling in a suit and tie for professional headshot

Travis Mack, Chairman and CEO, The Saalex Corporation

Mr. Mack is the Chairman and CEO of The Saalex Corporation, an advanced technology systems integrator supporting the Department of Defense/DOW. Since founding Saalex in 1999, he has grown the company into a leading provider of mission-critical capabilities across the defense, space, and intelligence sectors. Today, Saalex generates more than $185 million in annual revenue and employs over 1,000 professionals nationwide.

Mr. Mack is also the founder of Greenwood Capital Management, a private equity firm that acquires and scales operating companies across manufacturing, business services, and commercial real estate verticals. Across his platforms, he has completed more than 21 acquisitions representing over $250 million in enterprise value. He formerly served as CEO of Valeo Networks, a commercial IT managed services provider specializing in cybersecurity, cloud solutions, and network administration. Backed by private equity firm Siebert Williams Shank, Valeo grew to more than $20 million in annual revenue and over 100 professionals nationwide before completing a successful exit in 2026.

Committed to service and philanthropy, Mr. Mack founded The Mack Foundation to provide support, scholarships, and educational opportunities to underserved communities. He served eight years in the U.S. Navy and is a decorated, service-disabled veteran. His education includes degree and executive programs at the University of Phoenix, Dartmouth College, Clark Atlanta University, USC, and UCLA.

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

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

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.

A Fireside Chat with Jamie Dimon

Keynote Fireside Chat with Jamie Dimon, Chairman and CEO, JPMorganChase

Moderated by Rudy Cazares, President & Founder, Cazar Logistics LLC; CEOcircle Senior Facilitator

The 2026 cohort welcomes JPMorganChase Chairman and CEO Jamie Dimon for a moderated conversation with CEOcircle Senior Facilitator and Marine Corps veteran Rudy Cazares.

Jamie Dimon smiling for his professional portrait.

Jamie Dimon, Chairman and CEO, JPMorganChase

Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase, a global financial services firm with assets of $4.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.

Dimon became CEO on January 1, 2006 and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Dimon joined Bank One as Chairman and CEO in 2000.

Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp.

Dimon earned his bachelor’s degree from Tufts University and holds an MBA from Harvard Business School. He serves on the boards of directors of a number of non-profit institutions including the Business Roundtable, Bank Policy Institute and Harvard Business School. Additionally, he serves on the executive committee of the Partnership for New York City, and is a member of the Financial Services Forum, The Business Council and Council on Foreign Relations.

Rusy Cazares in a nice suit smiling for his professional portrait.

Rudy Cazares, President & Founder, Cazar Logistics LLC; CEOcircle Senior Facilitator

Rudy Cazares is a son of New York City who has led Marines in combat, built an eight-figure business portfolio, and made service his life's work. Born and raised in Queens by Mexican immigrants, he learned that opportunity carries a responsibility to create it for others.

Rudy enlisted in the Marine Corps in May 2000, volunteered at Ground Zero after 9/11, and deployed to Iraq in 2003 as an infantryman. After earning a BBA in Finance from Baruch College in 2005, he commissioned as an Infantry Officer. He returned to Iraq as a platoon commander in Ar Ramadi in 2007 and a combat advisor in Al Qaim in 2008. He later commanded two companies with 4th Marine Regiment in Okinawa and led an advisor team with Marine Forces Africa in Liberia. As a reservist, he helped Marines transition to civilian life as a Marine for Life Representative in Houston and San Antonio. He separated as a Major after nearly 15 years of service across Iraq, Asia, and Africa.

Today, Rudy is a top-performing Amazon and FedEx contractor through Cazar Logistics, founded in 2019, and Joint Ops Logistics, founded in 2020. His businesses employ more than 150 W-2 employees and have delivered over 25 million packages across the NYC metropolitan area. In 2022, he founded Blackhearts Consulting, where he served as a Professional EOS Implementer, helping entrepreneurs strengthen leadership and execution.

Since 2023, Cazar Lift Routes has dedicated four drivers and cargo vans every Wednesday to deliver meals across 10 sites. The program has helped provide more than 80,000 meals to service members, their families, veterans, and neighbors at no cost to New York City.

His creed: Ductus Exemplo. Lead by example. His purpose: lift others as he climbs. Rudy shows what hard work, grit, and sacrifice can make possible in pursuit of the American dream.

Navigating the M&A Journey: Strategy, Execution, and Value Creation for CEOs

Panel with George Dutile, Co-Founder and Managing Partner, The Brydon Group; Adam “AJ” Jarnagin, Co-Founder and Former CEO, EXPANSIA; and Jim O’Farrell, Former President & CEO, Advanced Management Strategies Group (AMSG)

Moderated by David Barbee, Head of Transaction Development, J.P. Morgan Commercial & Investment Bank

Whether you plan to buy, sell or simply keep your options open, understanding how deals actually come together is one of the most valuable things a founder can know. This panel brings together a private equity investor and two veteran CEOs who have taken their companies through successful exits to discuss preparing a business for a transaction, navigating diligence, structuring the deal, and leading through the transition. The session includes 30 minutes of panel discussion and 15 minutes of audience Q&A.

George Dutile smiling with arms crossed for his professional portrait.

George Dutile, Co-Founder and Managing Partner, The Brydon Group

George Dutile is a Co-Founder and Managing Partner of The Brydon Group, a private equity firm in Greenwich, CT. Additionally, George is an Adjunct Professor at the Georgetown University McDonough School of Business where he teaches "Entrepreneurship Through Acquisition."

George was most recently an Executive Director at J.P. Morgan's Private Bank in New York and helped create the first-ever initiative on Wall Street to back and support veteran-owned alternative managers. In addition, George frequently speaks on geopolitical events, resiliency and other leadership topics. Prior to that, George was at Goldman Sachs after receiving an MBA from The Wharton School at the University of Pennsylvania.

Prior to his transition, George served in the U.S. Special Operations Community for 16 years with 10 combat deployments: eight years as a U.S. Marine and eight years as the first Naval Special Warfare Civilian Operator at Naval Special Warfare Development Group (NSWDG). George's operations have taken him to Iraq, Afghanistan, Horn of Africa, Pakistan and other locations around the world.

George lives in Greenwich, CT with his wife, son and daughter. George is very involved in multiple philanthropic efforts in support of the veteran community including efforts to help wounded veterans heal and transition. George and his wife are on the Salute to Service board for Team Rubicon and George is a co-founder of Search & Acquire, a non-profit that supports veterans acquiring small businesses.

Adam AJ Jarnagin in a suit smiling for his professional portrait in front of an american flag.

Adam “AJ” Jarnagin, Co-Founder and Former CEO, EXPANSIA

Adam “AJ” Jarnagin is a U.S. Air Force veteran and the co-founder and former CEO of EXPANSIA, a strategy and technology consulting firm serving the Department of War, NASA, and the Intelligence Community. Following its acquisition in January 2026, EXPANSIA is now part of Aether Aerospace.

AJ has devoted nearly three decades to our nation’s defense mission, and his leadership has earned national recognition. He was named the 2021 National Defense Industrial Association (NDIA) National Small Business Executive of the Year, and EXPANSIA was honored as the 2022 SBA Veteran-Owned Business of the Year for New Hampshire and all of New England.

Today, AJ serves on the board of Aether Aerospace and advises veteran-led ventures. He is a proud member of the inaugural 2022 CEOcircle cohort and remained active in the program in 2023 as well.

AJ and his wife, EXPANSIA co-founder Tynel, live in Oakton, Virginia, and have four children and three grandchildren.

Jim Farrel in a suit with his arms crossed smiling for his professional portrait.

Jim O’Farrell, Former President & CEO, Advanced Management Strategies Group (AMSG)

Jim O’Farrell is a U.S. Navy veteran, entrepreneur, and, until recently, was the 100% Owner, President & CEO of Advanced Management Strategies Group (AMSG), a management and technology consulting firm he successfully sold in July 2026.

During AMSG's lifecycle, Jim was the COO, President & CEO. Under his leadership, AMSG grew from a small business with a single government contract supporting the Marine Corps, into an award-winning company generating more than $30 million in annual revenue, with over 200 team members and subcontractors supporting numerous federal agencies across 23 states.

Following the sale, Jim transitioned to AMSG's Board of Directors and now focuses on board service, mentoring entrepreneurs, and Angel, Venture Capital and Private Equity investing. Jim recently completed six years of service on the Board of the Armed Services Arts Partnership (ASAP) and currently serves on the Board of the Arcadia Center for Sustainable Food & Agriculture and the Programs Committee of Business Executives for National Security (BENS).

A longtime supporter of veteran entrepreneurship, Jim is a former participant and facilitator of the IVMF/JPMorgan Chase CEOcircle program, where he mentored fellow veteran and military-connected business leaders.

Jim is a graduate of the United States Naval Academy and holds an MBA from Averett University.

David barbee in a suit smiling for his professional portrait.

David Barbee, Head of Transaction Development, J.P. Morgan Commercial & Investment Bank

David Barbee is a Managing Director and leads Transaction Development for Global Banking at J.P. Morgan. He manages a national team of experts to guide corporate clients on succession planning, offer insights into private capital solutions to facilitate growth and ownership transition, and provide tailored access to J.P. Morgan's leading relationship network with investor clients.

David has 20+ years of banking experience in various capacities, including private capital markets, corporate banking, business operations, and strategy & business management. He started his career with BB&T until joining J.P. Morgan in 2006.

David holds a Bachelor of Business Administration from Mercer University's Stetson School of Business & Economics and a Master of Business Administration from New York University's Leonard N. Stern School of Business. He currently holds FINRA Series 79, 63, and 24 licenses. David is actively involved in the firm's efforts to foster relationships with diverse-owned businesses. He is also an alumnus of the Detroit Service Corps, a field consulting initiative aligned with J.P. Morgan's financial commitment to the revitalization of the city of Detroit.

The Numbers That Actually Run Your Business, Part II

Session with Dr. Willie Reddic, Associate Professor of Accounting, Syracuse University Whitman School of Management

Building on Part I from the September virtual session, Dr. Willie Reddic moves from questions to practice. See how margin, collections and working capital move the cash available to run your business, choose the five or six numbers that matter most for your business model, and practice turning a financial trend into a decision, an owner and a follow-up action.

Dr Willie Reddic in a suit and tie outside smiling for his professional portrait.

Dr. Willie Reddic, Associate Professor of Accounting, Syracuse University Whitman School of Management

Dr. Willie Reddic is an Associate Professor in the Joseph I. Lubin School of Accounting at Syracuse University's Martin J. Whitman School of Management. Prior to joining Syracuse, he served as Associate Dean of Programs and Curriculum at both the Driehaus College of Business and the Kellstadt Graduate School of Business at DePaul University.

Dr. Reddic brings over twenty years of experience in corporate executive training, having partnered with organizations such as Jones Lang LaSalle (JLL), Northern Trust Bank, Blue Cross Blue Shield of Illinois, RSM, the City of Chicago, United Airlines, McDonald's, Reebok, Alteryx, and the Institute for Veterans and Military Families (IVMF). His teaching spans financial and managerial accounting at the undergraduate and graduate levels, and he currently teaches data analytics and decision-making at the graduate level at Syracuse University.

Beyond his academic work, Dr. Reddic serves on the board of the Crouse Health Foundation. He earned his Bachelor of Science in Management Information Systems from California State University, Chico, his Master's in Finance from the Gies College of Business at the University of Illinois Urbana-Champaign, and his Doctorate from the Martin J. Whitman School of Management at Syracuse University.

Mental Strength Behind the Public Role

Session with Jonathan B. Smith, Negotiations Trainer & Coach, The Black Swan Group

Leading in public takes a toll that rarely shows up on a balance sheet. Drawing on the Black Swan Method™ and Tactical Empathy®, this session explores the mental strength behind the CEO role: staying grounded under pressure, handling difficult conversations with composure, and leading clearly when the stakes are high. Each participant will receive a copy of Jonathan’s book, Fight Less, Win More, at their seat.

Jonathan Smith

Jonathan B. Smith, Negotiations Trainer & Coach, The Black Swan Group

Jonathan B. Smith is a negotiation trainer with The Black Swan Group and a trusted advisor to high-growth companies. He pairs his expertise in Tactical Empathy® with his experience as an Expert EOS Implementer, helping leaders and teams resolve conflict, strengthen relationships, and improve alignment, execution and performance.

Jonathan is the co-author, with Derek Gaunt, of Fight Less, Win More, which draws on lessons from high-stakes hostage negotiations and thousands of business negotiations. He delivers keynotes and workshops for business leaders, founders and family-owned businesses on the Black Swan Method™, including labeling, mirroring and the power of dynamic silence.

Executive Insight: Navigating Economic Changes

Ginger Chambless, Head of Market Insights, J.P. Morgan Commercial & Investment Bank
Alex McKindra, Managing Director, Technology Global Corporate Banking; Co-Head of Veteran Initiatives, J.P. Morgan

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 Global Corporate Banking; Co-Head of 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

Alex Gorsky, Former Chairman & CEO, Johnson & Johnson

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

Mess Night brings the 2026 and 2027 cohorts together for a formal dinner in military tradition, with service toasts, a POW/MIA/KIA recognition and a keynote conversation.

Alex Gorsky in suit and nice shirt outside smiling for his professional portrait.

Alex Gorsky, Former Chairman & CEO, Johnson & Johnson

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.

Facilitation & Closing

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.

Barb Carson 2025 300x270

Barb Carson, Managing Director, Programs and Policy, D’Aniello Institute for Veterans and Military Families

Barbara Carson is Managing Director of Programs and Policy at the D'Aniello Institute for Veterans and Military Families (IVMF) and brings more than 25 years of experience, military service, and proven leadership in successfully building and delivering programs across government and military sectors. Carson is responsible for the day-to-day management and oversight of the Institute's national programs and services, which focus on entrepreneurship, career training, and community services.

Carson retired as a Colonel in the U.S. Air Force Reserve (USAFR); her last assignment was to the Office of the Chairman of the Joint Chiefs of Staff, Office of Public Affairs. Prior to joining the IVMF, Carson spent nearly a decade in leadership at the U.S. Small Business Administration (SBA), including service as Deputy Associate Administrator for the Office of Disaster Assistance, Deputy Associate Administrator for Government Contracting and Business Development, and Associate Administrator for the Office of Veterans Business Development. Carson received her Master of Science in Management from Lesley University and a Bachelor of Arts in Political Science from the University of Iowa.

Huddle Format Reference

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

CALL SIGN BLOCK (90 MINUTES)

On Monday, November 16, the block is a 60-minute Call Sign huddle (3:15–4:15 PM) followed by the 30-minute Call Sign Goal Report Out with Todd Connor (4:30–5:00 PM).

The 60-minute huddle format below is specific to Call Sign huddles, which focus on peer problem-solving.

1. Welcome (2 Min)

Assign roles: Timekeeper, Facilitator, Notetaker

2. Check-ins (15 Min)

Tag-team style, ~2 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 (35 Min)

Write down questions (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 (8 Min)

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

5. Call Sign Goal Report Out with Todd Connor (30 Min)

Call Signs return to the general session room to share their goals and commitments with the full cohort.

What to Bring

Business cards — You’ll meet JPMC leaders, speakers, and the incoming 2027 cohort.

A critical question — Your Call Sign huddle on Monday includes the Critical Questions exercise. Come prepared.

Your brand audit time — If you signed up for a Zilker Media 1:1 brand audit, note your time slot.

Comfortable layers — Conference rooms run cool. Attire is Business Casual to Business for all daytime sessions and Mess Night.

Your goals — Think about what you want to take away from your final Fly-In and your next chapter as a CEOcircle alum.

Phone charger — Full days. Plan accordingly.