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2018 Boston Vistage Executive Summit

Hosted in Newton

Thursday, March 15, 2018

7:00 am - 1:45 pm


Driving Dynamic Decisions

Executives are in the business of making decisions. Game-changing decisions. Make-or-break decisions. Decisions no one else can make.

You can’t see into the future. But you can improve your ability to make more effective decisions.

What is the Vistage Executive Summit?

A powerful event designed entirely for executives. Dynamic expert speakers leave you with insights to expand your perspectives, refine your instincts and improve your judgment – all of which will help you make better decisions. Peer-to-peer interactive breakout sessions will explore how to approach current challenges to uncover opportunities.

Attend the Vistage Executive Summit to:

  • Optimize your business. Uncover new opportunities using fresh perspectives from trusted experts.
  • Enhance your leadership. Sharpen your focus on the areas of greatest opportunity.
  • Lead with innovation. Bring a higher level of creativity and problem solving skills to your organization.



Boston Marriott Newton

Event Speakers

Breakout sessions

Breakfast Breakout | Deal

Location/Time: | 7:30 - 8:30 AM

Presenter: Jane M. Johnson, CPA, CM&AA, CBEC™ – President, Business Transition Academy

Whether you plan to transition your business ownership internally or externally, in 6 months or 6 years, creating a Business Ownership Transition Plan (BOTP) is a critical element in achieving your goals. Planning early will ensure a positive outcome and the preservation of key relationships. In this session we will discuss a six-step process to creating an effective plan that will empower you to:

  • Prepare yourself for the transition
  • Calculate your “wealth gap” or how much money you will need from the transition
  • Determine how much your business is worth and how to maximize its value
  • Analyze your options for both internal and external transfers
  • Decide which transition option is most suitable to your goals
  • Pull all of the details into a written document that outlines your transition
path and what you must do to succeed

Additionally, we will help you determine your own readiness to cash out of your business utilizing our Business Ownership Transition Readiness Survey.

Breakfast will be provided. All attendees are welcome. Find and leverage other members in your industry: join the Deal Network.


Breakfast Breakout | Family Business

Location/Time: | 7:30 - 8:30 AM

No one understands the nuances of family business better than a peer who is also in it. Join us for an interactive morning networking session to meet other family business leaders, make new connections and share insights.

Breakfast will be provided. All attendees are welcome. Find and leverage other members in your industry: join the Family Business Network.


Breakfast Breakout | Manufacturing

Location/Time: | 7:30 - 8:30 AM

Presenter: Presented by Kathleen Quinn Votaw – Vistage Member | Author | Speaker | TalenTrust CEO

2018 Hiring Trends in Manufacturing

What can you offer great talent, if your manufacturing firm is focused on finding and keeping the best employees? Using the 2018 Hiring Guide, Kathleen Quinn Votaw will outline the six things great talent wants from you. Although there are many factors that influence candidates in deciding whether or not to accept a job offer, including values, these six factors will be particularly important to address in 2018: Organization Structure; Culture; Technology; Recruiting Imperatives; Role of HR; Millennials (Gen Y) and Gen Z. Kathleen will provide great insights on talent and culture for 2018 and beyond, plus actionable advice that is specific to manufacturing firms.

Breakfast will be provided. All attendees are welcome. Find and leverage other members in your industry: join the Manufacturing Network.


Breakfast Breakout | Women in Leadership

Location/Time: | 7:30 - 8:30 AM

Join us for an interactive morning networking session to meet other local women leaders, make new connections and share insights and best practices.

Breakfast will be provided. All attendees are welcome. Find and leverage other members in your industry: join the Women in Leadership Network.


Lunch Breakout | The Envelope: Bringing it all together: strategy, succession and you

Location/Time: | 12:30 - 1:45 PM

Presenter: Robert Kitzman, Senior Vice President, Business Transition Specialist and Karen Reynolds Sharkey, Managing Director, National Business Owner Strategy Executive

Your business represents years of sweat and sacrifice. Not only does the business provide the financial resources to support your family, but also, it supports your employees and their families, and it contributes to the stability and growth of your community. How would your company continue to operate if a personal health issue or untimely accident occurs and prevents you from leading the company? What actions would your management team and family need to take to successfully transition leadership of the company?

In this session you will:

  • Learn actions you can take to address the issue of a possible leadership gap which also represent strong business practices to help your company always be prepared for a transition
  • Discover focus areas to consider as you develop a plan and avoid potential pitfalls.
  • Hear examples of how other business owners have dealt with these issues.

Lunch Breakout | Transcendent Hiring

Location/Time: | 12:30 - 1:45 PM

Presenter: Thad Peterson, Head of Marketing at The Predictive Index

As a leader, the single most important job you have is getting the right people into the right roles. Yet according to research, 46% of all new hires fail in the first 18 months.

In this session, we unpack some of the reasons why we’re so bad at hiring. But more importantly, we’ll give you new ways to think about hiring and actionable ways to drastically improve your game when it comes to finding, assessing and closing the candidates that will allow your business to thrive.


Lunch Breakout | Build a Winning Employee Engagement Strategy

Location/Time: | 12:30 - 1:45 PM

Presenter: Santiago Jaramillo, Founder & CEO, Emplify, Vistage Member

According to the Vistage Confidence Index, talent management and leadership development are two concerns for members this year. Crafting a documented employee engagement strategy for your executive team is paramount for meeting and exceeding these objectives. Join Santiago Jaramillo, CEO & Founder of Emplify and Amazon best-selling author to:

  • Create your own personal engagement action summary to help you build your own strategy to align your executive team.
  • Get best practices and real-life examples of how Vistage companies have put engagement strategies into action and achieved unprecedented business results..
  • Learn how millennials play a part in the future of the workforce and how to engage a multi-generational workforce.

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

Location/Time: | 12:30 - 1:45 PM

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

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.







Boston Marriott Newton
2345 Commonwealth Avenue
Newton, MA
Executives are in the business of making decisions.

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