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2015 - CEO Evolution


On November 2, 2015, Citrin Cooperman presented the 2nd Annual CEO Evolution program in Philadelphia. Co-moderated by Mark S. Carrow, CPA, MS, managing partner of the firm’s Philadelphia office and Dr. Erwann O. Michel-Kerjan, executive director of the Risk Management and Decision Processes Center at the Wharton School of the University of Pennsylvania, the event featured three leading business executives: Jami Wintz McKeon, Chair, Morgan, Lewis & Bockius LLP; Robert S. Schimek, CEO of the Americas, AIG; and Jay H. Shah, CEO, Hersha Hospitality Trust.

On technology and innovation in the workplace: “Innovation in any professional services setting inspires you to find new and more efficient ways to do things for your clients, and technology really makes that possible. From a client’s perspective, technology allows us to be more efficient, share information, work across borders, and from an individual’s perspective, it allows you to modify where and when you work.”  – Jami Wintz McKeon, Chair, Morgan, Lewis & Bockius LLP
On the role insurance plays in the economy and business in general:“Everyone is familiar with insurance, but you think of it in the context of health insurance, life insurance, or even insurance for your car. Those are all forms of protection, but the truth of the matter is, insurance is a partnership with businesses and individuals that really allows businesses and individuals to spread their wings and dare to go places they would never go. An example is Uber, who is expanding around the globe and would never be able to go into any of the countries they do with the complex laws, regulations, and risks without an insurance partner.” – Robert S. Schimek, CEO of the Americas, AIG
On creating value in the hospitality business: “It’s a business where there are two ways to create value, through the consumer facing retail services business that is stacked on top of the real estate business. We have to be savvy real estate investors, understanding real estate fundamentals when it comes to barriers to new entry in the marketplace and how capitalization for real estate is done, and on top of that, we have to be real experts in consumer taste and preferences and how we distribute the hotel services we offer across a broad range of different channels and distribution means.” – Jay H. Shah, CEO, Hersha Hospitality Trust

Event Highlights

New Jersey

On November 12, 2015, Citrin Cooperman presented the CEO Evolution in partnership with Rutgers Business School in Newark, New Jersey.

Event Highlights



On June 15, 2015, in conjunction with the University of Connecticut School of Business and the Fairfield County Business Journal, Citrin Cooperman presented the second annual CEO Evolution.

Moderated by Mark L. Fagan, CPA, managing partner of Citrin Cooperman’s Connecticut office, the event featured three leading and iconic business executives: Anne M. Mulcahy, former chair and CEO of Xerox Corporation; Denis J. Nayden, former chair and CEO of GE Capital; and Tom Kallish, CEO and founder of Tommie Copper. Topics of discussion included:

  • Building your company up through crisis
  • Developing a trusted network
  • Philosophies on compensation and talent
  • The value of time
  • The power of leadership
  • Millennials and the workforce

Event Highlights

Video One-on-One's

Mark Fagan Interviews Austin McChord