Ray Adler
Endeavor/PBO Advisory Group • Chair
For the past 30-plus years, I have improved the performance of over 200 small to middle-market companies in a wide range of industries from financial services, banking, construction, and related trades, medical, manufacturing, distribution, marketing, service, technology and childcare companies to name a few.
For companies looking to take their business to the next level, I offer a proven, practical system and a simple set of tools that help leadership teams get better at three things: Vision, Traction, and Healthy.
1. Vision is about getting leaders 100% on the same page regarding where the organization is going and how it’s going to get there.
2. Traction is about helping leaders become more disciplined and accountable so they can achieve every part of the Vision, and
3. Healthy means helping leaders become functional and cohesive leadership teams.
EOS® (the Entrepreneurial Operating System®) is a proven system that consistently helps companies achieve more revenue, growth, and profit while delivering a better balance of life to business owners and leaders. Bottom line: when you simplify a business and permanently resolve issues, the business scales faster is easier to manage, and is considerably more profitable.
Endeavor/PBO Advisory Group
Multi-Industry
For CEO’s Seeking Exponential as well as Incremental Business Growth.
Each member of the group will identify a 12-month transformational business goal. One-year goals will be broken down into quarterly “Rocks.” Progress will be tracked monthly to drive accountability. Issues that hinder execution will be solved so that each member achieves one, meaningful transformational goal. Incremental business improvements will come from the leveraging the vast experienced of our seasoned CEO members every month.
Endeavor/PBO Advisory Group CEO Criteria
Industries
CEO Circle
Endeavor/PBO Advisory Group
Discussion
Topics
Discussion topics covered in a CEO Circle
Steven D. Sefton
Endeavor/PBO Advisory Group • Co-Sponsor • Group Advisor
President - Endeavor Bank
Steve has more than 36 years of banking experience in Southern California. He most recently served as President and past CEO of Regents Bank, the largest division of former Los Angeles-based Grandpoint Bank, a title he held from May 2012 until joining the Endeavor team in June 2017. During his time with Regents, Steve oversaw the purchase and merger of another community bank, while growing the Bank's loans and deposits at a healthy rate, the key metrics in banking. In prior assignments in his career, Steve has opened two regional offices and each time grew the region to over $100 million in loans and deposits, the size of a small bank.
Endeavor/PBO Advisory Group
HotSeat
Program
360° Peer to Peer feedback on overall business. The CEO Circle HotSeat program provides CEOs an in-depth review of their business. The CEO present an in-depth review of the following topics:
Mike Ford
Endeavor / PBO Advisory Group • Co-Sponsor Group • Advisor
Managing Director / Founder, PBO Advisory Group
Mike is the original founder and current President of PBO Advisory Group. He has more than 30 years of management consulting, business advisory and outsourcing experience, and provided services to more than 400 clients in the various sectors.
Mike received a BS degree from Bowling Green State University (Ohio) in Political Science & Economics and has two Master’s degrees from The Ohio State University.
Mike’s career includes over 14 years with Deloitte - 8 years in their consulting group and 6 years as the Managing Director for Resources Global Solutions (NASDQ: RECN). He is the co-founder of several professional services firms including NBS Finance (Temecula, CA) and RoseRyan’s Southern California division. Mike also worked 7 years as the Sr. Vice President for the west coast Enterprise Risk Management division for IPSA International.
PBO Advisory Group can help your business prepare reliable financials and forecasting; generate higher valuations, design the proper internal controls to help mitigate operational and compliance risks; get you prepared for potential growth, funding, M&A transaction or an IPO; or help with your HR compliance or special projects.
Our team is consistent and reliable. We can fill your accounting gaps, or we can be your entire department.
Nominate a CEO
ACG CEO Circle qualifications
CEO Circle policies
ACG Members, non-members, sponsors and M&A professionals can nominate a CEO to join the ACG CEO Circle. The CEO Circle is designed for:
ACGSD interviews each CEO Circle candidate with the following goals:
Many CEO’s find themselves unable to get access to other CEOs for advice, strategic discussions and connection. It's lonely at the top. CEOs spend the vast majority of their time managing teams, customers, operations and finances. The CEO Circle provides:
ACG San Diego and Procopio are committed to safely navigating the ever-changing waters of Covid 19. The safety of all participants is of critical importance
CEO's often complain about being endlessly solicited and tend to avoid public facing events
How It Works
Nominate
CEOs who meet the qualifications and have an interest in joining the ACG CEO Circle are nominated.
Vetting
CEO candidates are interviewed by two members of the ACG CEO Circle team.
