WORKSHOP THEME

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Making What's Good for Investors and the Company, Good for Employees and Their Families

Enrollment for this session is now closed.

Friday, January 16, 2026 

8:30 AM – 1:30 PM

Brookfield Place, Wall Street District

200 Vesey Street, 24th Floor, New York, NY

The seminar will be held at Brookfield Place in Lower Manhattan, a modern waterfront complex overlooking the Hudson River and Statue of Liberty. 

Introduction

Creating long-term shareholder value requires more than quarterly results. This half-day seminar provides senior executives with a clear framework to measure, communicate, and grow value. Through an interactive format, participants learn to apply value-based metrics, balance growth and profitability, and engage leaders in decisions that drive shareholder returns.

Intended Audience

Agenda

This seminar is designed for CEOs, CFOs, and senior leaders in finance or strategy. 

Registration begins at 8:30 AM. The class runs from 9:00 AM to 12:45 PM, with a 15-minute coffee break in the morning and a 45-minute lunch offered after the sessions.

Seminar Package

The registration fee is $2,500 per participant, with group rates available. Each registration includes full access to the half-day seminar, light refreshments, and a catered lunch. Participants will also receive a complimentary company analysis detailed below, a copy of Curing Corporate Short-Termism by Fortuna Advisors CEO Greg Milano, and a special issue of the Journal of Applied Corporate Finance featuring the best of our thought leadership.

Complimentary Analysis

As an added benefit, we will also provide a complimentary analysis of your company from an outside-in perspective using our proprietary cash-based measure of economic profit, Residual Cash Earnings (RCE). For privately held companies, we are happy to sign an NDA to conduct the analysis upon request.

Get the Full Seminar Details

Download the brochure for the agenda, instructor details, and what you’ll gain from attending. 

Download Event Brochure