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2018 Memphis Vistage Executive Summit

Hosted in Memphis Thursday, October 25, 2018 7:00 a.m. - 1:45 p.m.

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.

 

Event Speakers


Alex Chausovsky

Senior analyst, ITR Economics

Navigating the crest: Acute insights for improved decision-making

Make the right decisions, at the right time. This engaging, informative presentation will provide ITR's views of what to expect from the economy in 2019 and beyond, covering such topics as industry and consumer trends, business-to-business activity, tax reform, trade, inflation, interest rates and more.

Learn a method by which your company can take advantage of its own data, to make better-informed decisions based on the economic environment. Using rate-of-change calculations, find out how to identify where you are in your business cycle, and which key leading indicators should guide your business strategy. Leave with:

  • Clear, practical, actionable advice based on the current economic environment.
  • Understanding of the impact of government policy on the economy.
  • Inflation and interest rate expectations.

Joe Galvin

Chief research officer, Vistage Worldwide Inc.

SMB CEO: Decisions, investments and priorities for 2019

While strong economic tailwinds continue to push the economy forward, there is growing concern the “good old days” might just be ending. In this presentation we’ll share the thoughts of more than 1500 Vistage CEOs. We’ll review their economic confidence for the year ahead, explore their key decisions and understand their top investments for 2019. We’ll look at their priorities and identify the key takeaways. Join Joe Galvin, chief research officer, as he shares the ongoing work of Vistage Research into the issues, topics and decisions of business optimization and leadership enhancement.


Agenda

Memphis Botanic Garden

7:00 - 9:00 AM
Registration | Breakfast | Marketplace

7:30 - 8:30 AM
Morning Program Sessions
  • Manufacturing and Wholesale Retail Networks
  • Family Business Network
  • The secret sauce: How an award-winning agency guarantees marketing ROI, and how you can, too.
  • Debunking the millennial mystery: Retain and engage your millennial workforce

9:00 - 9:30 AM
Welcome and networking discussion

9:30 - 10:15 AM
Joe Galvin

10:15 - 10:35 AM
Member Awards Recognition CEO Projections for 2018

10:35 – 11:05 AM
Break | Marketplace

11:05 AM - 12:20 PM
Alex Chausovsky Navigating the crest: Acute insights for improved decision-making 

12:20 - 12:30 PM
Summary Remarks

12:30 - 1:45 PM
Lunch Program Sessions
  • Recent tax cuts providing jolt to individuals, corporations and US economy
  • Transcendent Hiring
  • Risk trends in benefits and property and casualty: Manage and grow your business

12:30 - 1:45 PM
Experience Vistage Lunch

Breakout sessions

7:30 - 8:30 AM

Breakfast Breakout | Manufacturing and Wholesale & Retail Networks

Not all manufacturer-distributor relationships are created equal. Some are tactical, some strategic. At the core, every manufacturer-distributor-consumer relationship is, or should be, a partnership and requires varying degrees of collaboration and support. Join us for a morning session to network and discuss the nuances, successes and opportunities for improvement that exist within this complex relationship. Breakfast provided. All attendees welcome. Start the conversation now: Join the Manufacturing Network or Wholesale & Retail Network.

7:30 - 8:30 AM

Breakfast Breakout | Family Business Network

Family businesses are incredibly gratifying — and challenging. Join like-minded family business leaders from around the region who understand the ins and outs of family businesses. Make valuable new connections and share insights. Breakfast provided. All attendees welcome. Start the conversation now: Join the Family Business Network.

7:30 - 8:30 AM

Breakfast Breakout | The secret sauce: How an award-winning agency guarantees marketing ROI, and how you can, too.

Presenter: Rachel Carpenter, Director of Client Service, RedRover Sales & Marketing Strategy and Lori Turner-Wilson, CEO/Founder, RedRover Sales & Marketing Strategy

Join one of RedRover’s veterans as she reveals how the award-winning agency, known for delivering real results for clients, builds sales and marketing strategies that produce measurable ROI. And as the Mid-South’s only agency offering a results guarantee to clients, you know they have the process nailed.

 

You’ll walk away equipped with the formula to develop your own sales and marketing strategy designed to deliver a predictable, measurable ROI.

 

As if that’s not enough, EVERY attendee will receive a copy of the Amazon best-seller, WOOF: Why Ordinary Organizations Fail, a practical sales and marketing how-to resource written by RedRover’s CEO/Founder, Lori Turner-Wilson.

 

7:30 - 8:30 AM

Breakfast Breakout | Debunking the millennial mystery: Retain and engage your millennial workforce

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

Millennials now make up almost half of the U.S. workforce. This growing generation has posed new challenges for employers, like an average tenure of just 18 months per position. So why should employers work to keep Millennials around? Highly engaged employees are 87% less likely to leave, and research shows that millennials are more engaged at organizations with high levels of purpose and meaning. Join the "Millennial whisperer," Santiago Jaramillo, as he breaks down the myths surrounding this generation, shares best practices for fostering purpose, and provides insights for engaging and retaining your Millennial workforce.

12:30 - 1:45 PM

Lunch Breakout | Recent tax cuts providing jolt to individuals, corporations and US economy

Presenter: Rebecca Rawlinson, CFP®, Director of Financial Planning, Legacy Wealth Management and Charles Jalenak, CFP®, Director and Chairman of the Investment Committee, Legacy Wealth Management

The presentation will provide you with an update on how the Tax Cuts and Jobs Act of 2017 will impact your 2018 individual federal tax return by highlighting the changes from the new tax legislation.  
  • Key Takeaway # 1:  For individuals, the tax cuts will likely lower rates for 65% of filers, raise them for 6% and remain unchanged for 29%.
  • Key Takeaway # 2:  The 20% write-off for sole proprietors and pass through entities (199A deduction) could be limited for individuals in the service business whose taxable income is over $157,500 ($315,000 for joint returns) and eliminated for all whose income is over $207,500 ($415,000 for joint returns).
  The US economy continues to grow steadily with low unemployment, solid consumer spending, and the outlook for corporate earnings growth intact.  Presenter will explore stock market valuations and potential for higher stock prices, along with risks to the economy and the markets.  The Federal Reserve has been more transparent in its actions on raising short-term interest rates.  Yet, rising short-term interest rates has caused a current flattening of the bond yield curve creating nervousness in the markets.  
  • Key Takeaway # 3:  Corporate tax cuts are providing additional stimulus on an already healthy economy
  • Key Takeaway # 4:  How the US Treasury bond yield curve might provide a signal for the next recession

12:30 - 1:45 PM

Lunch Breakout | Risk trends in benefits and property and casualty: Manage and grow your business

Presenter: Craig Wright, Senior V.P. Employee Benefits Division and Jay Harvill, Senior V.P., Property & Casualty Division

Solutions to mitigate business risk & increase productivity:  
  • Healthcare Efficiency
  • Cyber Risk
  • Unfinanced Risk

12:30 - 1:45 PM

Lunch Breakout | Transcendent hiring

Presenter: Executives from Center For Victory

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

Sponsors





Location

Memphis Botanic Garden
750 Cherry Rd
Memphis, TN
Executives are in the business of making decisions.