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2017 Tri State Vistage Executive Summit

Hosted in New York

Friday, April 28, 2017

8:00 am - 5:30 pm

 

Driving Dynamic Decisions

Executives are in the business of making decisions.ves2017-supportcircles-4 Difficult decisions. Big decisions.
Decisions no one else can make.

Many times, there are no clear-cut answers. But there ARE make-or-break consequences.

This is the world you live in. Own it.
Don’t just make a decision. Optimize it.

What is the Vistage Executive Summit?
Helmed by event speakers who walk the talk, the Vistage Executive Summit is not for everyone. It is for you. Executive. Leader. Chief Problem-Solver. This event will provide you with the insights to make better decisions, helping you refine your instincts, improve your judgment, and expand your perspectives.

Every leader can define their tenure by a handful of decisions they made. This event has been re-engineered to enhance your leadership effectiveness, in these key areas:

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Business optimization

Fortify your foundation with trusted perspectives, and original approaches to decision-making. 

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Leadership enhancement

Sharpen your focus. Bolster your confidence. Define your style. Master the art of execution, to lead fearlessly.

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Inspiration

Be empowered to lead with innovation and creativity. Speakers and peers push the conversation forward, helping you grow personally and professionally.

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Action

Immediately start making better decisions for your unique business. Leave equipped with actionable recommendations to translate inspiration into progress.

Why Attend :


Leadership is the art of execution.

The Vistage Executive Summit will provide tangible tools to help you adeptly conquer challenges large, small, or seemingly incomprehensible (we have all been there) and make the decisions that get results. Watch and learn more about why your peers find value in attending Vistage Executive Summits.

Agenda

New York Marriott Marquis
 

Event Speakers

Breakout sessions

Breakfast Breakout | Manufacturing Network

Location/Time: | 8:00 - 9:00 AM

Presenter: Chair Facilitated Roundtable

Find, keep, and grow great people Great people = great competitive advantage in the manufacturing industry. Join Vistage manufacturing peers for networking, discussion, and exchange of best practices on the most pressing people-related topics. Led by Vistage member Kathleen Quinn Votaw, CEO of TalenTrust, leave with actionable tips for:
  • Cultivating your company culture.
  • Sourcing the most qualified candidates.
  • Strengthening your current team.
  • Maximizing an aging workforce.
Networks breakout sessions are open to all Vistage members and guests. Register now to secure your spot! Hosted by the Manufacturing Network—a virtual My Vistage community where members, Chairs, and speakers in the manufacturing industry access expert resources and get their most pressing questions answered by trusted peers—and strategic partner, TalenTrust. Start the conversation early: Join the Manufacturing Network today.
 

Breakfast Breakout | Deal Network presented by Insperity

Location/Time: | 8:00 - 9:00 AM

Presenter: Chair Facilitated Roundtable

In this session, you’ll join your Vistage peers for networking and an interactive workshop featuring Sal Gervasi of Insperity. Sal will be discussing the importance of healthy employment practices on the transaction process – especially for companies who are looking to sell in the next few years, how to implement an HR scorecard and best prepare yourself for the human capital review in the valuation process. The session is hosted by the Deal Network, a virtual community of Vistage peers on My Vistage, which equips members, Chairs and speakers with expert resources, knowledge sharing, and strategy for expanding and operating your business, specifically around growth and liquidity events. Register now to secure your spot. We look forward to your participation! Start the conversation early: Join the Deal Network today. *Networks breakout sessions are open to all Vistage members and guests.
 

Breakfast Breakout | Women in Leadership Network

Location/Time: | 8:00 - 9:00 AM

Presenter: Chair Facilitated Roundtable

In this session, you’ll join other women leaders for a networking and Chair-facilitated best practice roundtable discussion to process current challenges and roadblocks, share resources, and target future opportunities. The session is hosted by the Women in Leadership Network, a virtual community of Vistage peers on My Vistage, which equips members, Chairs and speakers with expert resources, peer-driven knowledge sharing, strategies and best practices for today’s women leaders. Register now to secure your spot. We look forward to your participation! Start the conversation early: Join the Women in Leadership Network today. *Networks breakout sessions are open to all Vistage members and guests.
 

Breakfast Breakout | Family Business Network

Location/Time: | 8:00 - 9:00 AM

Presenter: Chair Facilitated Roundtable

Join other regional family business leaders for networking and Chair-facilitated roundtable discussions to dive into some of the unique challenges, best practices and opportunities specific to family owned or operated businesses. This is an opportunity to share, compare and connect around resources, tools and strategies for navigating family relationships and dynamics within your business. This session is hosted by the Family Business Network, an exclusive community of Vistage peers on My Vistage, which equips members, Chairs and speakers with expert resources, knowledge sharing and strategies unique to family-run businesses. Register now to secure your spot. We look forward to your participation! Start the conversation early: Join the Family Business Network today.*Networks breakout sessions are open to all Vistage members and guests.

 

Lunch Breakout | Outsourced Accounting Departments: No Longer “Alternative”

Location/Time: | 12 - 1:15 PM | Uris

Presenter: Bill Gerber, AccountingDepartment.com, Co-Founder, Vistage Sponsor

Now is the time to stop thinking of outsourced accounting departments as an “alternative option”. As mainstream as internal departments, outsourced accounting departments are so much more than their historical stereotypes—and businesses that are moving to this model routinely find they are more competitive, strategic and agile. Learn why outsourcing isn’t “alternative” and how your company can leverage this knowledge to stay ahead of the competition.
 

Lunch Breakout | Why you're losing great employees: Decoding the engagement challenge

Location/Time: | 12 - 1:15 PM | Royale

Presenter: Mike Zani, CEO of The Predictive Index and Vistage member

When engagement is strong, a company will flourish. But the costs of getting engagement wrong are extreme. Disengaged managers alone account for somewhere between $77 billion and $96 billion in costs annually and it is estimated that $11 billion is lost annually due to employee turnover which is often the direct result of low engagement. And around every corner is another company who has a survey and a promise to make it all better. With so much help available, why is it such a challenge?
 

Lunch Breakout | Protect Your Assets and Learn How to Properly Exit your Business

Location/Time: | 12 - 1:15 PM | Palace/Winter Garden

Presenter: Ariel R. Enisman, Esq. The Presser Law Firm, P.A. Vistage Speaker

Most business owners know how to make money, but few know how to protect it.
  • Understand why your business is in danger.
  • Learn how you can safely and legally protect every asset that you own, from everyone, every time.
  • The best Asset Protection tools for you and how you can implement them immediately.
  • Business succession planning tips
It is critical for you to make sure that you learn how to protect your hard-earned assets.
 

Lunch Breakout | A CEO’s Guide to Keeping Score

Location/Time: | 12 - 1:15 PM | Music Box/Majestic

Presenter: Stephen King, CPA, CGMA, Vistage Member

If you want to make “Data Drive Decisions” you need the right KPIs, scorecards and reports. Join Stephen King, CPA, Insperity client, and a dynamic repeat Inc. 500 speaker, when he presents The CEOs Guide to Keeping Score and learn what reports, KPIs, and scorecards drive performance, profitability, and growth for America's best businesses. Member takeaways include:
    1. The five parts of a strategic CEO’s brain and questions you should ask in each area
    2. The scorecards you need in each area to make ‘data driven decisions’
    3. How to get actionable financial intelligence with leading indicators and create a monitoring system that lets you keep your fingers on the pulse of your business drivers.
 

Lunch Breakout | The Owner’s Journey: Lessons learned before, during and after the sale of a business

Location/Time: | 12 - 1:15 PM

Presenter: Moderator: Karen Reynolds Sharkey, National Business Owner Strategy Executive, U.S. Trust | Panelists: Mitch Drossman, Wealth Strategy Executive, U.S. Trust Robert J. Kitzman Jr., Business Transition Specialist, U.S. Trust

U.S. Trust helps clients manage wealth by providing disciplined financial strategies and a bridge between generations. Drawing on the strengths of Bank of America, we offer the benefits of broader reach and resources backed by our commitment to personalized solutions. Each client’s unique financial opportunities, challenges and goals drive their relationship at U.S. Trust. Clients can expect access to extensive resources and personalized solutions with the experience of a boutique private bank.

Sponsors

National

Platinum

Gold

Silver

Location

New York Marriott Marquis
1535 Broadway
New York, NY
 
Optimize the decisions you face and the processes that you use to make them.