Advantary Presents
CEO Roundtable

Where CEOs Share Challenges, Ideas, and Solutions

November 18
CEO Roundtable #C1 - $1M-$5M Revenues
8:00-10:00 am PT
CEO Roundtable #D1 - $5M - $10M Revenues

8:00-10:00 am PT

CEO Roundtable #E1 - $10M - $25M Revenues

3:00-5:00 pm PT

Turning Change Into Advantage: Creating Growth and Leveraging Opportunities in 2020 and Beyond.

Today’s world is turbulent, with ongoing unprecedented events and changes. These changes can provide opportunities if one is willing to pivot and pursue. This panel discusses ways to take advantage of addressing communications, branding, marketing and PR, market fluctuations, and more.


CEOs tell us their job can be a lonely one, which is why this two-hour panel, comprised of fellow CEOs in a similar revenue range, provides a safe, trusted environment to share, challenge, and learn without repercussions. Our aim is to facilitate collaboration and connection during the panel and beyond.


Moderated by an Advantary partner, each panel features a subject matter expert guest speaker (SME). Past SME topics have included thought leadership, automation, conscious capitalism, raising capital, hiring and retaining a remote workforce, expansion into the US market, and rethinking your IP strategy in a COVID-19 world.

As an additional benefit and thank you for participating in this invitation-only roundtable, Silicon Valley Bank (SVB), will send you a beautiful bottle of 2018 Laguna Pinot Noir from one of SVB’s premium wine clients, LIOCO Wine Company. More information about SVB and LIOCO can be found below.

About SVB

For more than 35 years, Silicon Valley Bank (SVB) has helped innovative companies and their investors move bold ideas forward, fast. SVB provides a full range of financial services and expertise to companies of all sizes in innovation centers around the world. SVB’s diverse knowledge, global network, and world-class service increase its clients’ probability of success. While it is commonly known that SVB is dedicated to the technology, cleantech and life sciences industries, they also work with some of the most elite vineyards and wineries on the West Coast. SVB’s Wine Division serves over 200 clients and has a thorough appreciation for not only the rewards that come from winemaking but also the risks and challenges.



LIOCO was at the vanguard of the New California Wine movement, and for the past 14 years has been rendering minimalist wines from some of the state's premier vineyard sites. Today the winery is owned and operated by the Licklider family. Husband/wife duo Matt and Sara Licklider and their small team produce the wines at a state-of-the-art winemaking cooperative in Santa Rosa. All of the fruit is purchased from exceptional vineyards spanning 200-miles and three counties (Santa Cruz, Sonoma, and Mendocino).