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Executive Half-Day Roundtable at Naviant Summit

October 13, 2015

By invitation only, this Executive Half-Day Roundtable hosted during Naviant’s Annual ECM Leadership Summit is designated for executive and management-level attendees. Taking place in a VIP Suite overlooking Lambeau Field, topics focus on executive-level discussions around Successful Organizational Effectiveness Strategies & Models, as well as Building a Culture of Success in Compliance.

Agenda – Download PDF Version

11:15am – 12:15pm        Compliance: Building a Culture of Success
12:15pm – 12:45pm        Executive Luncheon Overlooking Lambeau Field
12:45pm – 3:15pm          Success Strategies for an Organizational Effectiveness Model
3:15pm – 4:45pm            Private VIP Legendary Lambeau Stadium Tours
5:00pm                             Cocktails & Dinner at Lambeau Champions Club & South Loft

11:15am – 12:15 | Compliance: Building a Culture of Success

This executive-focused session is hosted by guest experts from SVA Consulting. CTO Bryan Bechtoldt and Principal Tim Hanson have over 20 years of experience in helping organizations meet their goals with compliance and IT. Compliance is becoming central to success in many organizations. Organizations need to develop a strategy for sustaining their organization through the development and changing compliancy environments. This session will focus on some key highlights, including:

  • How a top down approach enables organizations to embrace compliance best practices
  • How an executive understanding of compliance best practices enables sustainable business growth
  • Why building controls and proper reporting is essential to managing compliance for success
  • Key takeaways to start immediately building a successful compliance structure

12:15pm – 12:45 | Executive Luncheon Overlooking Lambeau Field

This executive luncheon will be an opportunity for our executive and management-level attendees to network with peers in an intimate setting overlooking Lambeau Field.

12:45pm – 3:15 | Success Strategies for an Organizational Effectiveness Model

An organization’s success is largely dependent upon of the effectiveness of its Master Strategy. This interactive session is sure to bring new ideas and tools to your organization that propel organizational effectiveness and increase the successes of a Master Strategy. Led by Keynote and Process Expert Jeanne Patti, this Executive Roundtable will focus on helping senior leadership understand why an Organizational Effectiveness Model is critical to helping you reach your corporate Master Strategy goals, as well as explain how to build and shape the key components of an Organizational Effectiveness Model.

Join your executive peers for this interactive session where Jeanne will explore the key concepts behind a Master Strategy, analyze your organization’s current state effectiveness, share four core organizational systems and their interconnected powerhouses, and identify key metrics for measuring organizational effectiveness.

Key Highlights IncludeCore 4 Organizational Systems - Organizational Effectiveness

  • Why an Organizational Effectiveness Model is Critical to Achieving Your Corporate Goals
  • Explore 4 Core Organizational Systems & Their Interconnected Powerhouses
  • Analysis of Your Organization’s Current State Effectiveness
  • Identify High Value Metrics for Measuring Your Organizational Effectiveness
  • Key Takeaways to Start Implementing Immediately


Naviant Group process experts are skilled in facilitating strategic discussions on managing process and content to help organizations reduce risk and deal with increased economic, legal, compliance, regulatory and competitive pressures. As a Certified Manager of Quality and Organizational Excellence through the ASQ and a Six Sigma and Lean process expert in Organizational Effectiveness, Jeanne Patti will join us as the keynote and facilitate and guide senior leadership through educational exercises and interactive discussions around how Organizational Effectiveness plays a key role in the success of your Master Strategy.

3:15pm – 4:45pm | Private VIP Legendary Lambeau Stadium Tours

Stay for a VIP privately-guided Legendary Stadium Tour. Executive guests will also enjoy private VIP tours of Lambeau Field including the chance to step foot onto the apron of the field and experience the Player’s Tunnel. This is an exciting walking tour of the stadium that takes fans into areas not offered on the regular stadium tour. Stops made on the tour include visits to the Lee Remmel Press Box, the visiting team locker room, the South End, and the players’ tunnel/field level.

5:00pm |  Cocktails & Dinner at Lambeau Champions Club & South Loft

Please join us for cocktails and dinner at the Lambeau Field Champions Club. As the unofficial Penthouse of the stadium, this exclusive space overlooks the south end zone with a once-in-a-lifetime opportunity to walk up to the south loft roof providing you with breathtaking views of the field and surrounding Green Bay area. Inside, the club is decked out with historic team facts, throwback details and legendary Packers memorabilia. This appreciation event is complimentary and open to all Summit Attendees.


Naviant is pleased to host this exclusive roundtable for invited guests free of charge.


Lambeau Field  | 1265 Lombardi Avenue  Green Bay, WI  | 920.569.7500

The Executive Roundtable sessions and luncheon is being hosted in a VIP Suite overlooking Lambeau Field. Please be sure to stay for a privately-guided VIP Legendary Stadium Tour and an amazing dinner event at the exclusive Champions Club penthouse. The entire Summit, including Tuesday night’s dinner and festivities, will be held directly onsite at Lambeau Field, which provides free parking for all attendees.  Dress is casual, so please feel free to dress comfortably.


This Half-Day Roundtable is open to executives and management-level attendees that have been personally invited. To register, please contact Katelyn via email or phone at 608.848.0886 to reserve your seat. This event is by invite only.

Full ECM Leadership Summit Details

This Executive Roundtable is just one portion of the two-day educational ECM Leadership Summit. Naviant’s nationally-recognized annual ECM Educational Leadership Summit brings together customers, executives, invited prospects, and Naviant resources to discuss industry trends, learn new ways to solve your business process challenges, and recognize how to best leverage current investments in ECM solutions and strategies.  The Summit focuses on critical business issues, customer case studies, and focused educational sessions designed to bring increased value to your organization by improving the effectiveness and efficiency of your operations.

If interested in the rest of the Summit and what it has to offer you and your organization, please feel free to check out the details on our website or view a Downloadable Agenda & FAQ PDF!


October 13, 2015
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