1. The Alliance: an Update and Briefing on the Transition, Recent Surveys Daniel W. DeHayes, Ph.D. Executive Director May 2015 DWD/V4.0/6 May 20151

2. Transition Goals for June 2016 Increase the engagement and the average size of the members’ companies 4 new members since June 2014 New companies averaged $60,000,000 in Revenue Currently at 48 member companies and 55 people The Pledge Increase the percent of topics focused on the CEO’s job—working on the business The Changing Sales Process, Strategic Agility, Raising Money from PEG’s, How Executive Teams Function, Enterprise Risk Assessment Secure the next Executive Director in a seamless manner 14 possible names generated 8 profiled and reviewed by the Board 3 finalists interviewed by the Board ED selected by the Board and implementation process initiated DWD/V4.0/6 May 20152

3. Results of Member Surveys February 2015 Member Survey—36 responses 100% agreed with good value and effective management 97% agreed that topics have interest, provides opportunity to reflect on the business 94% look forward to the meetings, value the relationships with other members, and like the university linkages 92% value networking opportunities and member presentations 86% like Fireside Chats February 2015 Columbia Club Survey—15 responses on 1-5 scale Location of the Columbia Club 4.7 Valet Parking 4.5 Food at the reception and lunches 4.5 Meeting Space Quality 4.4 Overnight Rooms 3.0 DWD/V4.0/6 May 20153

4. What’s in Store for the rest of 2015? September meeting features Simon COO, Pricing Risk and the Cost of Debt, and Transitioning the Business to the Next Generation November meeting features Wabash National CEO, 80/20 Principle, and Best Practices for Buying a Company More requests to members from DeHayes for sharing expertise on the platform—Fireside or other Staying in the Columbia Club for meetings—87% of members in survey said don’t move Growing a net of 3 members from new companies Increasing involvement of the new Executive Director DWD/V4.0/6 May 20154