St. Louis 2024
Thursday, September 26, 2024 7:15 a.m. - 4:15 p.m. CDT
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.
Keynote Shaun Tomson's Personal Invitation
Event Speakers
Connor Lokar 2024
Speaker and Senior Forecaster | ITR EconomicsA 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, Motivational Speaker, Entrepreneur and EnvironmentalistThe 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.”
Jason Hall
CEO | Greater St. Louis, Inc.Regional Update
Greater St. Louis, Inc. represents a best-in-class, evidence-based framework to align, structure, and invest significant resources to create a St. Louis economy that is both more competitive and more inclusive. By working collaboratively, Greater St. Louis, Inc. is working to build regional capacity to create high-quality jobs, drive an economic agenda focused on long-term growth, and have the greatest collective community impact.
Hear directly from Jason Hall, CEO of Greater St. Louis, Inc., on how the organization is working to drive inclusive economic growth and prosperity as one metro with a unified voice and bold agenda.
Breakfast buffet served
- Build a Future-Ready Workforce
- Ahead of the Sale: Strategies in Income and Estate Tax Planning
- From the Owner's Seat: Insider Stories on Selling a Business
- Now That You Found Them, How Do You Keep Them?
- Get the Most for Your Life’s Work: The “Perfect” Transaction Roadmap
A deep dive into the economic forecast facing your market.
- Growth Without Pain: A Smarter Way to Scale Operations
- CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business
- People: Dare to Build an Intentional Culture
- Profit-Focused Accounting: Four Metrics Business Owners Need to Know
- Sitting on a Powder Keg? What CEOs Let Their IT Teams Get Away With
*agenda subject to change
Breakout sessions
7:45 - 8:45 a.m.
Build a Future-Ready Workforce
Presenter: Andy Sandler, Business Performance Consultant, Insperity
In today’s landscape, a company’s path to success depends on the quality, adaptability, and resiliency of its people. Upskilling and reskilling your workforce is an important place to start. In this session, participants will learn:
- Why upskilling and reskilling your workforce matters, and the benefits to your organization
- The employee attributes you should prioritize
- How to get started with upskilling and reskilling
- What to watch out for
Topic: Talent Management: Retention & Engagement
7:45 - 8:45 a.m.
Ahead of the Sale: Strategies in Income and Estate Tax Planning
Presenter: Heather Kline, Senior Family Office Advisor, Moneta & Scott Martinsen, Partner, Kirkland & Martinsen LLP
Explore strategies to retain more of your business sale proceeds while safeguarding against future estate taxes. Whether you plan to sell or hold onto your business, we will discuss advanced income tax and estate planning strategies to maximize proceeds and protect your business for future generations.
Topic: Personal Development - Asset & Estate Planning
7:45 - 8:45 a.m.
From the Owner's Seat: Insider Stories on Selling a Business
Presenter: Patrick Nolan, President, Nolan & Associates
Join us for an insightful session featuring business owners who have successfully sold their businesses. Gain valuable insights from their experiences before, during and after the sale and ask them your questions directly. Session Highlights: Hear first-hand stories and learn about the challenges and triumphs of the selling process. Participate in a Q&A session to get practical tips and ask your burning questions. Understand the emotional and logistical aspects of selling a business from local experts. Don't miss this unique opportunity to learn from business owners who have successfully walked the path!
Topic: Financials: Mergers & Acquisitions
7:45 - 8:45 a.m.
Now That You Found Them, How Do You Keep Them?
Presenter: Kathleen W. Bilderback, Counsel, Sandberg Phoenix & Jason W. Kinser, Counsel, Sandberg Phoenix
Business leaders may have their ideal candidate, perfect job description, and the best training and IT support. But what if they cannot entice the candidate? Or candidates appear, take advantage, then move on? How can you protect your investment?
The panel will cover:
- The impact of the FTC’s ban on noncompete arrangements
- Provisions to immediate remove from employee agreements and legal alternatives
- Successful strategies to recruit, retain, and reward
- Looming December 31st deadline to avoid penalties under the CTA
Whether you are planning to sell or scale, are responsible for recruiting, HR, or compensation strategy, this panel is for you.
Topic: Business Operations: Risk Management
7:45 - 8:45 a.m.
Get the Most for Your Life’s Work: The “Perfect” Transaction Roadmap
Presenter: Drew McLaughlin, CEPA –Financial Advisor, UBS Financial Services, Emily George Hubb, CFP®, CEPA – Senior Wealth Strategy Associate, UBS Financial Services
As a business owner, you are hyper-focused on the day-to-day responsibilities of running your business, but often, never take the opportunity to take a step back and ask: What’s Next? We’ll bring expert insights on: Personal Planning, Business Planning, and Life Planning before the sale of your business.
Topic: Personal Development: Exit & Succession Planning
12:45 - 1:45 p.m.
Growth Without Pain: A Smarter Way to Scale Operations
Presenter: Greg Deitch, CEO
This session is for executives who find that with growth their processes don't work as well as they once did. In this session attendees will learn: Common challenges faced by growing businesses Key factors to sustain growth Techniques for using technology to drive business strategy How does AI help scale How to know if you have a true technology leader.
Topic: Business Operations: Technology
12:45 - 1:45 p.m.
CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business
Presenter: Advisors from Culture Index
Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.
Topic: Leadership: Communication & Alignment
12:45 - 1:45 p.m.
People: Dare to Build an Intentional Culture
Presenter: Jeanet Wade, Expert EOS Implementer, EOS Worldwide
This presentation/workshop will outline how to create an intentional culture, harness human energy, and develop a strong people component in your business. If you're trying to transform from a chaotic culture, a command and control style of leadership, or simply want more accountability in your organization, this breakout will give you some of the tools that can transform your organization and help you get traction on your vision with a Healthy team.
Topic: Talent Management: Retention & Engagement
12:45 - 1:45 p.m.
Profit-Focused Accounting: Four Metrics Business Owners Need to Know
Presenter: John Scott & Kristen Reinking, Tax Partner and Legal Virtual CFO & Virtual CFO | Summit Virtual CFO by Anders
Financial metrics are important for any business. In this session, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.
Topic: Financials: Financial Management
12:45 - 1:45 p.m.
Sitting on a Powder Keg? What CEOs Let Their IT Teams Get Away With
Presenter: Mark Anderson, Founding Principal, Anderson Technologies
Join us for a transformative session where we'll arm you with the knowledge and strategies to fortify your company against IT risks by busting common myths and sharing real-world examples. Discover actionable takeaways to navigate the complex landscape of cybersecurity, ensuring you're not 'Sitting on a Powder Keg.'
Here's what you can expect to uncover:
- Unveil the hidden risks in IT departments and discover the crucial role of executives in cybersecurity.
- Dive into the differences between cyber insurance and cyber warranties, learn proactive measures for risk management, and explore real-life cyber incident responses.
- Gain actionable insights and leave equipped with valuable takeaways.
Topic: Business Operations: Risk Management
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