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New England 2024

Hosted in Auburndale Friday, May 10, 2024 7:15 a.m. - 4:00 p.m. EDT

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 – 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

Economist, ITR Economics

A Changing Landscape

Interest rates, inflation, labor, military conflicts, and a presidential election are on the minds of most leaders as they make plans for the rest of 2024 and prepare for 2025. Join us as we look at the trends for 2024, including a weakening economy, lower inflation, and a shift in consumer spending. We will take a look at key markets, both domestic and global. The presentation will give you valuable insights in time to develop tactics and strategies to beat the cycle and prepare for the business cycle rise ahead. Knowing what to watch for and the probable timing of the reversal to rise will give you confidence as you enact plans that enable you to get the most out of 2024 and 2025 while simultaneously getting ahead of your competitors.


Shaun Tomson

World Champion Surfer, Best Selling Author, Motivational Speaker, Entrepreneur and Environmentalist

The Code for the Next Wave

Sometimes all you need to turn hope into action is to write your promises down and say them out loud—to make a promise to no one but yourself. The Code Method is an academically validated self-development program that inspires, uplifts and connects individuals and teams. It helps activate internal strength to combat despair and emotionally re-engages individuals through the power of purpose.

Built around 12 promises that individuals write and share, The Code is an effective tool to create a powerful, positive and purposeful attitude to navigate the uncertainty and turbulence of life. The power of writing-the power of affirming "I Will"- helps one see beyond today and set a course for a better tomorrow. The Code is about many things—faith, courage, commitment—but above all it is about the promises we make which ultimately define our life purpose and our path through uncertainty and turbulence towards success and fulfillment.

The only way to create positive change is through the choices we make and the decisions we take. The Code Method is designed to create a wave of commitment throughout an organization and illustrates how every one of us can reshape our lives through the power of “I Will.”


Agenda

Marriott Newton

7:15 am
Event Opens

7:45 am
Breakfast Sessions with Industry Experts

Breakfast buffet served

  • Transforming Your Business Through Intelligent Process Automation
  • Get a Grip on Your Business - Six Keys to Getting What You Want from Your Entrepreneurial Company
  • Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals
  • Turn on the Financial Headlights: Maximize Your Profitability & Success

  • 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.


    12:30 pm
    Lunch Sessions with Industry Experts

    Lunch buffet served

  • Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
  • Actionable Strategies for Mastering Financial Optionality
  • Renegades: Break Rules, Find Freedom
  • Opportunity Zones & Real Estate Private Equity
  • Experience Vistage (by invitation only)

  • 1:30 pm
    Break

    1:40 pm
    Shaun Tomson, The Code for the Next Wave

    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.

    Get a Grip on Your Business - Six Keys to Getting What You Want from Your Entrepreneurial Company

    Presenter: Lisa Manning and Bill Duguay - EOS

    Are you feeling stuck? Has your business hit the ceiling? Are you struggling with people, profit, or accountability? This session will help you gain an understanding of EOS. EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Look at your business in a whole new way – through the lens of the Six Key Components™. The EOS Model® provides a visual illustration of the Six Key Components of any business in any industry that must be managed and strengthened to be a great business. These Six Key Components help build a truly great organization and instill discipline and accountability throughout your company.


     


    Topic: Leadership: Strategic Planning

    7:45 - 8:45 a.m.

    Transforming Your Business Through Intelligent Process Automation

    Presenter: Nick Tabone, Head of Client Education & Business Development, Ignite IPA

    Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.


     


    Topic: Business Operations: Technology

    7:45 - 8:45 a.m.

    Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals

    Presenter: Alex Bartholomaus, CEO, People Stretch Solutions

    This program will focus on improving your strategy execution and performance against goals by teaching you how to overcome the 3 most common roadblocks to reach them:



    • Improving your strategic inputs

    • How to articulate your goals (OKR, EOS, etc.) - writing

    • Aligning business results with performance management and compensation


    Topic: Leadership: Strategic Planning

    7:45 - 8:45 a.m.

    Turn on the Financial Headlights: Maximize Your Profitability & Success

    Presenter: K. Scott Crawford, Partner, Preferred CFO

    The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:



    • Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.

    • Evaluating a financial teams' capabilities and ability to provide actionable information.

    • Tracking the right metrics to better inform the future.

    • Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.


    Topic: Financials: Financial Management

    12:35 - 1:35 p.m.

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

    Presenter: Brad Johnson, Managing Director, Founders Advisors

    Given today’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

    • Top 5 deal breakers and seller missteps

    • A 20 minute market based approach to assess your company’s “investability”

    • How to better align operational focus with value creation


     


    Topic: Financials: Mergers & Acquisitions

    12:35 - 1:35 p.m.

    Actionable Strategies for Mastering Financial Optionality

    Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member

    Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.


     


    Topic: Financials: Financial Management

    12:35 - 1:35 p.m.

    Renegades: Break Rules, Find Freedom

    Presenter: Jon Chen, System and Soul Executive coach

    In this breakout, learn how to find freedom as an entrepreneur and avoid getting stuck in the grind of a growing business. We'll deconstruct the myth that personal freedom requires sacrificing what you're building. You'll learn the six shifts required to cross the gap from Renegade Founder to Renegade Leader of an audacious team that will break the limits of what you can build on your own.


    Every attendee will receive a copy of the recently released book: Renegades: Break Rules. Find Freedom.


    Topic: Personal Development: Leadership Competencies

    12:35 - 1:35 p.m.

    Opportunity Zones & Real Estate Private Equity

    Presenter: Dimitri Uhlik, VP of Wealth Development, Caliber

    Since its establishment in the 2017 Tax Cuts and Jobs Act, the opportunity zone program has enabled taxpayers to utilize a significant tax incentive benefiting low-income communities. Investors can reinvest capital gains into designated zones.


    In this breakout, you'll learn:



    • How to reduce capital gains taxes with real estate investments

    • How the opportunity zone program was created and where it stands today

    • What real estate investment strategies are working today, in the current environment, in opportunity zone funds

    • Examples of how opportunity zone funds work and what projects are being invested into opportunity zones to defer or eliminate taxes


    Topic: Financials: Capital / Cash Management


    Sponsors





    Location

    Marriott Newton
    2345 Commonwealth Avenue
    Auburndale, MA