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Emerging Viewpoints in the<br />
Midst of the Pandemic p. 1<br />
Survey Reveals Sentiment<br />
and Strategy p. 4<br />
Executives Share Vision for<br />
2021, Lessons from 2020 p. 12<br />
Executive Roundtable<br />
J O U R N A L Knowledge, Data and Tools<br />
for C-Level Decision Makers<br />
First Quarter | 2021<br />
SPECIAL THANKS<br />
to all the companies who have contributed content and/or subject matter<br />
experts to the Executive Roundtable Journal since its inception in 2019.<br />
Stay tuned for updates on the next Catalyst & Connection Event to be announced.<br /><a title="Executive Roundtable Journal - First Quarter 2021 page 1" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=1"> Executive Roundtable J O U R N A L Knowledge, Dat</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 2" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=2"> Emerging Viewpoints in the Midst of the Pandemic </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 3" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=3"> SPECIAL THANKS to all the companies who have cont</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 4" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=4"> FIRST LOOK Emerging Viewpoints in the 0LGVWRIWKH</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 5" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=5"> FIRST LOOK · Jeff</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 6" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=6"> Executive Roundtable J O U R N A L Knowledge, Dat</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 7" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=7"> ALUMNI PULSE Quarterly Survey of ERJ Participant</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 8" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=8"> COMMENTS TO ESSAY QUESTION FROM SELECTED ERJ ALUM</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 9" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=9"> EXECUTIVE STRATEGY Level-Up By Mat</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 10" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=10"> · We heard of an experience with a broker/dealer </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 11" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=11"> SPECIAL FEATURE Growing the ERJ Community By Mar</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 12" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=12"> All three transitioned from other areas in </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 13" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=13"> SPECIAL FEATURE What does personal brand mean </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 14" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=14"> CONNECTORS/NEXT GEN NETWORKING Participants came </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 15" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=15"> EXECUTIVE ROUNDTABLE Look</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 16" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=16"> For more information on The 3 C-Drivers, Matt Lyn</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 17" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=17"> EXECUTIVE ROUNDTABLE Pioneering Spirit MATT L</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 18" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=18"> W“hen you're thinking about succession and the f</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 19" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=19"> EXECUTIVE ROUNDTABLE filings at one point in ti</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 20" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=20"> O“ur long-term goal was to build something of val</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 21" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=21"> EXECUTIVE ROUNDTABLE you wanted to make sure it</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 22" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=22"> LYNCH: I see the link between Untapped and the </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 23" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=23"> EXECUTIVE ROUNDTABLE </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 24" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=24"> Working virtually has not been difficult, but it </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 25" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=25"> EXECUTIVE ROUNDTABLE “ It's been</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 26" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=26"> aggregation tool capability and this incredible c</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 27" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=27"> EXECUTIVE ROUNDTABLE juncture where if we c</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 28" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=28"> If you're looking to get promoted, you have grea</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 29" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=29"> EXECUTIVE ROUNDTABLE it wrong. That's generally</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 30" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=30"> get myself a spot with a professional background,</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 31" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=31"> ADVISOR INSIGHTS Silver</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 32" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=32"> Three advisors tell us how the pandemic changed t</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 33" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=33"> ADVISOR INSIGHTS Keep a</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 34" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=34"> “I'm more concerned about 2022 through 2024 and </a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 35" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=35"> ADVISOR INSIGHTS Flextime an</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 36" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=36"> “Just yesterday, a couple that is retiring in 202</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 37" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=37"> ADVISOR INSIGHTS Committing to a p</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 38" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=38"> “One of the biggest silver linings for us that ca</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 39" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=39"> LAST WORD Outcomes and Deliverables The work-</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 40" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=40"> 37 | Executive Roundtable Journal</a>
<a title="Executive Roundtable Journal - First Quarter 2021 page 41" href="https://secure.viewer.zmags.com/publication/bc3ee97c?page=41"> CEO of the Year CMO of the Year CTO of the Y</a>