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Hotel Crowne Plaza, Gurgaon (NCR)

The CEO Retreat

10 – 11 April 2026

What will happen to my business after me?

A closed-door, residential retreat for founders, entrepreneurs, and CEOs to address one of the most critical yet often delayed decisions in leadership — succession.

Designed for thoughtful dialogue, practical frameworks, and long-term institutional continuity.

Why This Retreat

Every founder, entrepreneur, and CEO eventually faces a decision that defines the future of the enterprise:

What will happen to my business after me?

Succession planning is not merely about naming a successor.

It is about continuity of leadership, strength of governance, alignment within families, and institutional resilience.

Yet, in many Indian enterprises—especially founder-led and family-managed businesses—succession is often delayed, avoided, or addressed only when circumstances force it.

About The Retreat

The CEO Succession Retreat is a closed-door, residential program curated for a small and carefully selected group of founders, entrepreneurs, promoters, business owners, and CEOs from across India.

The retreat focuses on:

  • Succession planning as a strategic, multi-year process
  • Leadership transition without loss of momentum or authority
  • Governance structures that protect both family and business
  • Preparing enterprises for continuity in a rapidly changing business environment

The conversations are confidential, experience-led, and deeply practical.

Who Should Attend

  • Founders & promoters of family-managed enterprises
  • Entrepreneurs planning leadership transition
  • Business owners preparing next-generation successors
  • Professional CEOs working with family ownership

Participation is strictly limited to ensure depth, trust, and quality of dialogue.

Distinguished Speakers

Dr. Ram Charan

Full Day Masterclass

Designing the Succession Engine: From Founder Leadership to Institutional Continuity

Global authority on leadership, CEO succession, and institutional continuity. Trusted advisor to boards and CEOs of leading global and Indian enterprises.

Perspectives include:

  • Succession as a strategic business imperative
  • Role of boards in leadership continuity
  • Avoiding leadership vacuum and transition failure

Mr. D. Shivakumar (Shiv)

Power Dinner Talk

Succession in Practice: Leadership Transition, Institution Building & Navigating Continuity in Evolving Organisations

D. Shivakumar — known simply as Shiv across India's boardrooms — is one of the most distinguished management thinkers and corporate leaders of his generation. He previously served as Group Executive President, Corporate Strategy at Aditya Birla Group — one of India's largest conglomerates with operations across 36 countries — and before that as Chairperson & CEO of PepsiCo India. Shiv's career is a masterclass in leadership continuity across industries and scale. He began as a management trainee at Hindustan Ciba Geigy before spending 19 formative years at Hindustan Unilever across sales, marketing and general management. He went on to serve as CEO of Philips India's consumer electronics division, before joining Nokia in 2006 — where he transformed the brand from No. 71 to the No. 1 most trusted brand in India.

Perspectives include:

  • Building leadership pipelines across diverse industries
  • Navigating CEO transitions in large conglomerates
  • Institution building beyond individual leadership

Mr. Anil Sainani

Half Day Session

Family, Ownership & Governance: Making Succession Work in Family-Managed Enterprises

Leading advisor on family business governance and succession alignment.

Perspectives include:

  • Family dynamics and leadership transition
  • Governance frameworks for family enterprises
  • Aligning ownership, management, and succession

Mr. Sandeep Das

Closing Session

Stories That Shape Leadership: Communicating Transition, Trust & the Future

Leadership Coach | Author | Global Speaker. Sandeep Das is a leadership coach and best-selling author specialising in business storytelling, negotiation and strategic thinking. An alumnus of IIM Bangalore, he previously served as Director at PwC and Global Foresight Lead at Mars Wrigley, advising senior leaders on strategy and growth. He has coached 100+ leadership teams globally, working with organisations such as Unilever, Amazon, Mondelez, Novo Nordisk and Infosys. His bestseller How Business Storytelling Works is taught at IIM Bangalore and IIM Lucknow, and he regularly teaches executive education and speaks at global leadership forums.

Program Focus & Agenda

Across two immersive days, the retreat will address the complete landscape of succession planning through the following core themes:

Succession as a Strategic Imperative

  • Succession as a multi-year, institutional process
  • Moving beyond personality-driven leadership
  • Preventing leadership vacuum, overlap, or confusion

Governance, Boards & Decision Architecture

  • Separation of ownership, governance, and management
  • Role of boards, advisory councils, and leadership reviews
  • Decision rights, accountability, and transparency during transition

Successor Identification & Leadership Readiness

  • Assessing readiness beyond title or lineage
  • Capability, credibility, temperament, and earned authority
  • Exposure, stretch roles, and accountability frameworks

Family Dynamics & Human Realities

  • Parent-child, sibling, and in-law leadership dynamics
  • Emotional ownership vs business responsibility
  • Managing expectations, entitlement, and rivalry

Difficult Conversations, Conflict & Psychology

  • Founder identity and the challenge of letting go
  • Successor anxiety, legitimacy, and confidence
  • Conducting difficult conversations with dignity and clarity

Strategy, Wealth & Long-Term Stewardship

  • Balancing control, growth, and professionalisation
  • Managing wealth, risk, and portfolio evolution
  • Aligning business strategy with family purpose

Institution Building & Leadership Legacy

  • Founder-to-institution transition
  • Values-driven governance
  • Stewardship beyond individuals

Program & Session Plan

Dr. Ram Charan – Full Day Masterclass
Designing the Succession Engine: From Founder Leadership to Institutional Continuity
D. Shivakumar — Power Dinner Talk
Succession in Practice: Leadership Transition, Institution Building & Navigating Continuity in Evolving Organisations
Anil Sainani – Half Day Session
Family, Ownership & Governance: Making Succession Work in Family-Managed Enterprises
Sandeep Das – Closing Session
Stories That Shape Leadership: Communicating Transition, Trust & the Future

Retreat Timings

The retreat will commence at 12:00 noon on 10 April 2026 with a networking coffee session beginning at 11:30 AM.

The program will conclude by 4:30 PM on 11 April 2026.

Participants are kindly requested to plan their travel accordingly to ensure full participation in the retreat experience.

Takeaways

What You Will Take Away

  • A clear succession roadmap aligned to their enterprise
  • Confidence to initiate difficult transition conversations
  • Clarity on governance, roles, and authority
  • Tools to assess successor readiness
  • Alignment between family, ownership, and business
  • A shift from control → continuity → stewardship

Succession planning is not about replacing leaders.

It is about preserving institutions, relationships, and responsibility.

Register Now

Secure your place at The CEO Retreat. For registration details and payment information, get in touch with our team.