Join the Wharton Club for an Exclusive, Small Group Lunch - This One is for Wharton Alumni who are Presidents or CEOs of Their Organization
The WCDFW has launched a new series of exclusive lunches, each one focused on a very specific professional function. This is a great way to not only network, but to develop more connected relationships with Wharton peers.
These micro-events will be limited to up to 15 people within that functional area. Each small lunch will also be sponsored by a company and held in its executive boardroom where the sponsor will share a short overview about the company and any topics relevant to the C-suite.
The purpose of the micro-lunches is to provide an intimate setting in which our alumni can meet and engage their peer group in a protected, informative and effective way.
This event will be co-sponsored by Cesar Hernandez, W ’93, CEO at Agility360, and Jim Tolbert, W ’85, CEO at Education Futures Group, and will be dedicated to those Wharton alumni who are CEOs and Presidents of their organization. The group will determine the topics of interest, and the attendees will break into groups for collaboration and feedback.
Cesar Hernandez founded Agility 360 in 2014. Previously, Hernandez was Chief Administrative Officer and Board Member at Wingspan Portfolio Advisors where his functions and responsibilities included client management, vendor management, compliance, operational efficiency, corporate planning and business development. Hernandez has more than 22 years’ experience in the areas of finance, new business formation, and business/corporate development. He has extensive experience managing and growing outsourcing relationships in the banking, real estate, technology, and investment management industries.
Hernandez received his Bachelor of Science in Economics from the Wharton School of Business at the University of Pennsylvania.
Ability 360 provides flexible and versatile staffing, advisory and outsourcing solutions custom-built to resolve complex operational challenges for banks, lenders, insurers and investors while increasing flexibility and performance resiliency. To learn more about Agility 360, please visit www.agility360.net.
Jim Tolbert is the Chief Executive Officer of Education Futures Group d/b/a Vista College, a company formed with Prospect Partners, a Chicago, IL based investment company in 2006.
Prior to forming EFG, Mr. Tolbert was the Chief Financial Officer and a Shareholder of Virginia College, a Birmingham, AL based career college, until the sale of the company in December 2004. Prior to investing in and joining Virginia College, Mr. Tolbert was the Founder and CEO of Career College Loan Company, a specialty consumer finance company, providing tuition financing to the for-profit education sector. Mr. Tolbert has also worked for Morgan Stanley in the Mergers and Acquisitions Department and McKinsey & Co. in their Chicago office working with financial institutions.
Mr. Tolbert has a Bachelor of Science in Economics, summa cum laude, from the Wharton School of the University of Pennsylvania and a Masters of Business Administration from the University of Chicago.
Education Futures Group, LLC (EFG) was founded in 2005, and focuses on the acquisition of accredited post-secondary schools in the United States. EFG’s schools offer certificates, degrees, and diplomas in a variety of different fields, including healthcare, business, technology, legal and other trades.
To learn more about EFG, please visit www.educationfuturesgroup.com
**Please respect the spirit of the event. Only register if you are clearly a member of the professional discipline targeted.
Special Thank You to This Event's Sponsor:
Early Registration Deadline: Wednesday, September 12 @ Noon
Date: Thursday, September 13
Time: 11:30am Check-in and Mingle
12:00 - 1:00pm Lunch and Discussion
Location: Vista College, 300 N. Coit Road, 8th Floor, Richardson, TX 75080
Parking: Complimentary visitor parking is available around the building
Cost (early registration):
REGISTER - Gold members: Free
REGISTER - Other Club members: $25/person
REGISTER BELOW - Non-members: $40/person
** All tickets go up $10 at the door, if space is available**
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CANCELLATION POLICY: All cancellations must be received by the early registration date BEFORE the event or the attendee who made the reservation may not receive a refund, regardless of participation, due to costs associated with the reservation.