7:45 - 8:45 a.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: Coming Soon | SalesStar

Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force.

Attendees will leave with actionable takeaways:

• Proven methodologies to streamline sales processes and drive consistent results.


• Strategies to leverage data for better decision-making and measurable outcomes.


• Insights to achieve sustainable growth and elevate your company's performance.

This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.

Topic: Customer Engagement: Sales & Marketing

7:45 - 8:45 a.m.

Transforming Your Business Through AI & Intelligent Automation

Presenter: Mark Shivers, Founder & CEO | 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 concerned about increased costs? Are you sick and tired of hearing about how great AI is, but never see the financial impact as a result? Leveraging intelligent process 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’ll learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

Accelerate Growth With a Revenue Generation System

Presenter: Matt Reilly, CEO | Sales Empowerment Group

Most businesses are missing their revenue goals. Across the board, missed quotas are the norm, sales cycles are longer, and win rates and deal sizes are smaller. We have more technology and channels than ever. Growth should be easier. So what’s missing?

The best businesses have a system for everything – from hiring talent to delivering products and services. To meet today’s unique challenges, you also need a system for revenue generation. This session will explore:

• How the current environment makes scalable growth difficult


• The core components of a revenue generation system


• Key considerations for systematizing marketing, talent, training, and technology

Topic: Customer Engagement - Marketing

7:45 - 8:45 a.m.

Artificial Intelligence For Every Department – Moving Past ChatGPT

Presenter: Chris Tamm, Managing Partner & Founder | Cast Services

Do you know how to use machine vision, machine learning, robotic process automation, and large language models to gain efficiencies across departments? Join Chris Tamm, Vistage member, seven-time founder and CEO, and highly sought-after speaker on AI and automation, to explore the transformative power of AI. (This is not about ChatGPT!)

Equip yourself with the knowledge to stay ahead in a rapidly evolving technological landscape:

• The latest advancements in AI usage, applications, and robotics


• Practical implementation examples with ROI


• Guardrails and discussing these tools with your teams


• Don't wait on your vendors to roll out an AI feature or two

Topic: Business Operations: Technology

12:10 - 1:15 p.m.

Walk-Away Money: Six Steps To Turn Your Business Into Financial Freedom

Presenter: Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor | Wealth Enhancement Group

Less than 25% of businesses have a formal succession plan, and over 75% of business owners regret selling their business within the first year. Nearly 98% of owners don’t know their business’s value. Facing the reality of eventually stepping away can be challenging, but successful business exits don’t happen by accident. They require careful planning, informed decision-making, and strategic timing. Paul Brahim’s "Walk-away money" session provides a six-step framework designed to help you optimize business value, align personal and business wealth, discover options, and transform your business into sustainable income for the rest of your life.

Topic: Financials - Financial Management

12:10 - 1:15 p.m.

Maximize the Transferrable Value of Your Business

Presenter: Mike Silverman, Shareholder & Matt Clark, Shareholder | Dentons

The value of your business has been created through decades of hard work and is typically the largest asset in your personal net worth statement - often representing 80% or more. In this session we’ll define the building blocks for creating, growing and protecting the transferrable value of your business. We will focus on the proven components of a well-designed exit plan:

(1) Defining goals

(2) Eliminating risks

(3) Protecting the value of the business

(4) Designing Incentive Compensation and Retention Agreements

(5) Creating key value drivers

(6) Implementing a growth plan, a financial plan, a succession plan and an exit plan

Topic: Personal Development: Exit & Succession Planning

12:10 - 1:15 p.m.

Grow Profits Through Process Automation

Presenter: JJ Russell, Director of Sales | Vsimple

Generative AI is transforming how businesses scale and operate - but most leaders lack a clear path forward. In this session, you’ll get an executive playbook to drive immediate ROI with AI-powered automation. Learn how to cut manual work, reduce costly errors, and gain real-time visibility to grow faster.

You’ll walk away with:

• A CEO-level understanding of why clean, connected data matters


• Real-world examples of AI unlocking efficiency and capacity


• A tactical roadmap to implement automation - fast, without disrupting your team

Topic: Business Operations: Technology

12:10 - 1:15 p.m.

Do You Have the RIGHT Right Hand Leader?

Presenter: Ben Wolf, CEO | Wolf's Edge Integrators

Most small business owners struggle to find the right support and end up stuck in both Visionary and Integrator roles. This interactive workshop helps CEOs step out of the “Chief Everything Officer” role by providing clarity on what a #2 leader truly is—and which type their business needs. Through a proprietary assessment, attendees will gain immediate insights and actionable next steps to strengthen their leadership team.

Attendees will:

• Discover the core functions and types of #2 leaders


• Identify which type fits their current business stage


• Take home practical steps to start delegating and scaling

Topic: Business Operations: Productivity & Execution