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Seattle 2024

Hosted in Renton Tuesday, May 14, 2024 7:15 a.m. - 4:00 p.m. PDT

Beyond Limits

Going above and beyond is ingrained in everything you do. You know it takes determination to push beyond conventional limits. Every day you navigate through uncertainty and respond to emerging challenges ā€“ pushing the boundaries of your leadership.

The Vistage Executive Summit is just one stop on your limitless journey to explore new horizons, embrace innovation and pursue ambitious goals. Breakthrough results happen when you redefine limitations and go beyond what you thought possible. Join like-minded peers who refuse to be confined to the well-worn path and unlock your full potential.

Break free from traditional thinking. Challenge the status quo. Propel your leadership to the next level.

Event Speakers


Lauren Saidel-Baker

Strategies for Adapting to Challenging Business Cycle Dynamics in 2024-2025

The landscape of 2023 witnessed a tapestry of conflicting trends, with some leading indicators on the rise and others in decline. Amidst persistently high interest rates, a prevailing assumption emerged: "If nothing adverse has occurred by now..." Join us for an exploration of the anticipated trends in 2024, encompassing a softening economy, decreased inflation, and a transformation in consumer spending patterns. Our examination will extend to pivotal domestic and global markets. This presentation provides you with the opportunity to craft tactics and strategies, arming you against the impending upswing in the business cycle. Equipping yourself with insights into what to monitor and the likely timing of the upward turn will instill confidence as you chart out your plans.


Steve Baker

The Great Game of Business: Rapid Financial Results and Lasting Cultural Change

Good To Great author Jim Collins says, "The whole concept of The Great Game of Business is beautiful ā€“consistency, alignment, and transparency, infused with core values and brought to life with powerful mechanisms. It is inspired and inspiring."

The Great Game of Business is the unique and time-tested approach to business that gets everyone focused on the companyā€™s success. Employee goals. accountabilities and their personal stake in the outcome are tied directly to the success of the business. It teaches all employees the ā€˜Critical Numbersā€™ of the company and how they can make a difference ā€“ both individually and as part of a team. In this engaging overview presentation, participants will:

  • Learn the origins and fundamentals of open-book management and The Great Game of Business.
  • Take away knowledge of how to begin introducing it to their organization.
  • Learn about a proven process to help create a real and lasting ownership culture.



7:15 am
Event Opens

7:45 am
Breakfast Sessions with Industry Experts

Breakfast buffet served

  • Are You in Control? Control & Grow Your Business With Scalable Systems
  • 12 Missteps to Avoid When Selling Your Business
  • The Top 10 Sales Drivers
  • Protecting Companies: Cyber Security and Compliance in the Digital Age

  • 8:45 am
    Break

    9:00 am
    ITR Economics
    A deep dive into the economic forecast facing your market.

    10:35 am
    Break

    11:05 am
    Vistage Research & Networking

    12:00 pm
    Lunch
    Buffet lunch served in the Marketplace.

    12:35 pm
    Lunch Sessions with Industry Experts

    Lunch buffet served

  • Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
  • Building Predictable and Scalable Revenue
  • Legacy Post Sale: How to Not Create ā€œTrust-Fund Kidsā€ (And Grandkids)
  • Unlocking Enterprise Value: Visual Intelligence and Dashboard Strategies

  • 1:35 pm
    Break

    1:45 pm
    Steve Baker, The Great Game of Business: Rapid Financial Results and Lasting Cultural Change

    3:25 pm
    Community Reception
    Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.

    4:00 pm
    Event Close

    Breakout sessions

    7:45 - 8:45 a.m.

    12 Missteps to Avoid When Selling Your Business

    Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors

    Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:



    • 12 common missteps when selling your business

    • How to avoid these missteps, and gain practical strategies for a successful sale

    • The importance of selecting the right advisor

    • Key actions you can take to maximize your businessā€™ value

    • Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.

    • Learn how to secure the future youā€™ve worked hard to build


    Topic: Financials: Mergers & Aquisitions

    7:45 - 8:45 a.m.

    Are You in Control? Control & Grow Your Business With Scalable Systems

    Presenter: Michael Johnson, Director of Growth, Fast Slow Motion

     


    Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms. Obtain actionable insights into common mistakes that companies make that hinder their growth. Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.


     


    Topic: Business Operations: Technology

    7:45 - 8:45 a.m.

    The Top 10 Sales Drivers

    Presenter: Tom Gardner, Chief Community Officer, Sales Xceleration

    Do any of these statements sound familiar to you?



    • My sales have been declining.

    • Too much of my annual revenue comes from a couple of clients.

    • I canā€™t find the right salesperson.


    In this breakout session weā€™ll deep dive into maximizing your organizationā€™s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.


     


    Topic: Customer Engagement: Sales & Marketing

    7:45 - 8:45 a.m.

    Protecting Companies: Cyber Security and Compliance in the Digital Age

    Presenter: Mary Burris, CEO and Owner of SisAdmin

    This presentation explores the critical nexus between cybersecurity and compliance regulations, explaining how they safeguard companies in today's digital landscape. It delves into common cyber threats, major compliance regulations, and the challenges companies face in maintaining compliance. Highlighting the emerging trend of Compliance as a Service (CaaS), it elucidates how Managed Service Providers (MSPs) offer tailored solutions to manage compliance effectively. Through case studies and key components analysis, the presentation underscores the benefits of CaaS in mitigating risks and ensuring continuous compliance. Ultimately, it advocates for proactive measures to protect sensitive data and systems, fostering a secure business environment.


    Topic: Business Operations: Risk Management


     


     

    12:35 - 1:35 p.m.

    Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

    Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors, Vistage Speaker

     


    "Given todayā€™s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value. Join us to learn:



    • What it takes to attract an outsized valuation from institutional grade buyers

    • A 20 minute market based approach to assess your companyā€™s ā€œinvestabilityā€

    • Top 5 deal breakers and seller missteps

    • How to better align operational focus with value creation"


    Topic: Financials: Mergers & Acquisitions

    12:35 - 1:35 p.m.

    Building Predictable and Scalable Revenue

    Presenter: Pranav Dalal, Founder & Chief Distribution Officer, Flowz, Vistage Member and Speaker

    Using real-life scenarios learned while growing his company from 5 to 5,500 employees, Pranav will share and explore insights that participants can immediately apply to scale up sales and revenue. This inspirational session covers Pranavā€™s entrepreneurial journey, and more importantly, reviews various business frameworks that have led to his companyā€™s incredible growth trajectory. Attendees will leave the session with a new perspective on scaling and actionable takeaways to develop key sales strategies to build predictable and scalable revenue. This session will provide actions to help identify:



    • Disruption in various industries

    • The best methods to test the strength of your unique selling proposition

    • Out-of-the-box channels to focus lead-generation efforts on

    • Discussion of innovative marketing ā€˜hooksā€™


    Topic: Customer Engagement: Market Development

    12:35 - 1:35 p.m.

    Legacy Post Sale: How to Not Create ā€œTrust-Fund Kidsā€ (And Grandkids)

    Presenter: Terry Cook, Founder & CEO, Parcion Private Wealth

    Most successful business owners can relate to the fear of their wealth having a negative impact on their children and grandchildren. In this interactive session, Parcion Private Wealth CEO, Terry Cook, addresses ways they help families engage around money, wealth, and estate planning topics and decisions; both prior to and after a sale of the business.


    Topics covered include:



    • Reframing common wealth myths

    • Practical techniques for communicating and educating future generations your values around wealth

    • How to connect and build relationship capital through regular family meetings


    Topic: Personal Development: Exit & Succession Planning

    12:35 - 1:35 p.m.

    Unlocking Enterprise Value: Visual Intelligence and Dashboard Strategies

    Presenter: Alan Chaffee, CEO, Turning Point Advisors

    CEOs need real-time, accurate information to make decisions that will drive enterprise value growth. Visual Dashboarding and Analytics make the data accessible, clarifying management's vision and strategy across all levels and enhancing the effectiveness of the organization. We'll cover creating impactful dashboards that promote a data-driven culture ensuring everyone understands and works towards shared objectives. This approach enhances collaboration, accountability, and strategic execution, directly elevating enterprise value. Participants will gain strategies to implement dashboards that transform data into a cohesive, strategic asset.


    Topic: Financials: Capital / Cash Management


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