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2018 Orange County Vistage Executive Summit

Hosted in Anaheim

Thursday, September 13, 2018

7:00 a.m. - 3:00 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.



Anaheim Convention Center

Event Speakers

Breakout sessions

Breakfast Breakout | Family Business

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

From succession planning to governance, the decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session. Discuss challenges and best practices. Forge valuable connections and share insights with peers who speak your language.

Breakfast provided. Everyone is welcome. Join the Family Business Network.


Breakfast Breakout | Manufacturing

Location/Time: | 7:30 - 8:70 AM

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. Join us for a morning session to network and discuss the nuances, successes and opportunities for improvement that exist. Breakfast provided. All attendees welcome.

Start the conversation now: Join the Manufacturing Network .


Breakfast Breakout | Women in Leadership

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

How can you create a culture where all feel included and empowered to do their best? Now more than ever, this question is at the forefront of your decisions as a leader. Join your Vistage peers for a valuable morning session to speak candidly on issues of diversity. Share your hard-earned wisdom, and leave with new insights. Forge new relationships to draw strength, inspiration and fresh perspectives around your business.

Breakfast provided. All attendees welcome. Join the Women in Leadership Network.


Breakfast Breakout | Avoid becoming the next business statistic

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

Presenter: Andrea Boccard, Marketing Manager, AccountingDepartment.com

Not all accounting departments are created equal—and companies can fail or thrive as a direct result of their accounting department’s performance and capabilities. Make sure your resources are aligned and in working order by leveraging expertise specifically created to support your unique accounting needs.

Breakfast Breakout | Our country’s military veterans can solve your talent crisis

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

Presenter: Craig Griffin, CBDO, Bradley-Morris & RecruitMilitary

Hiring veterans isn’t just the right thing to do — it’s smart business. Experts from the Bradley-Morris military staffing agency will discuss how military veterans can fill your talent gaps, as well as the financial incentives for hiring veterans. Topics include:
  • Why hire veterans and veteran demographics
  • Which veteran skillsets meet the needs of your industry
  • Approaches to hiring veterans
  • Leveraging the Work Opportunity Tax Credit (WOTC) to pay for veteran recruitment

Breakfast Breakout | Ultimate ears customs: A discussion focused on what it takes to build a breakaway consumer business today

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

Presenter: Jonah Staw, Senior Executive, Logitech

This discussion will be a transparent look at the evolution of In-Ear monitors invented in Van Halen's tour bus into the best earphones money can buy. A unique discussion of entrepreneurialism, brand building, and technological disruption as a 25-year-old product strives to redefine itself as a leader in the highly competitive space of premium consumer electronics.

Lunch Breakout | Transcendent hiring

Location/Time: | 12:05 - 1:20 PM

Presenter: Executive from Performance PI

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 | ESOP’s as an exit strategy

Location/Time: | 12:05 - 1:20 PM

Presenter: Greg Fresh, Managing Director, Head of Corporate Finance Chartwell Financial Advisory and Keith Mericka, Managing Director, The ESOP Group UBS Financial Services

This presentation will cover various strategic options a private business owner may explore in obtaining succession and liquidity goals. The ESOP Transaction alternative will be compared to the private equity recap, dividend recap and the outright strategic sale options.

Lunch Breakout | Earn more & keep more from unclaimed profit and tax efficiencies

Location/Time: | 12:05 - 1:20 PM

Presenter: Eric McDermott, Managing Partner of Pacific Advisors, Vistage Speaker

What if you could locate the significant unclaimed profit sitting, unseen, on your financial statements and take action to reclaim it? What if there were ways to take money that might otherwise go to taxes and instead direct it back to growing your business or impacting your personal net worth? Join us for actionable insights into your company's financial and tax performance to:
  • Make more confident business decisions
  • Directly impact business profit, cash flow, and enterprise value
  • Keep more of what you earn

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

Location/Time: | 12:05 - 1:20 PM

Presenter: Executives from U.S. Trust

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 well will your company operate as you exit the company, whether it is planned or unplanned? What information will your management team and family need to successfully transition leadership of the company? In this session you will:
  • Prioritize business and family goals to provide clarity and direction for decisions you may make.
  • Gain insights to the information your management team and family need to successfully lead the company, and steps you can take now to start gathering information.
  • Hear examples of how other business owners have dealt with these issues.

Lunch Breakout | Cybersecurity: Surviving the Growing Cyber Tsunami. What the Executive Must Do.

Location/Time: | 12:05 - 1:20 PM

Presenter: Stan Stahl, President, Citadel Information Group, Former Vistage Associate Member and Speaker

Cybersecurity: Surviving the Growing Cyber Tsunami. What the Executive Must Do.

  1. Cyber risk is not going away. It’s growing every day. It has become the new normal. In the next 5 years, 30% of organizations failing to implement a robust information security management program will close their doors due to a cyber event. Organizations with a robust security management program will benefit as competitors stumble.
  2. Cyber risk is a situation to be managed, not a problem to be solved. It is emphatically NOT just an IT matter. Nor can cyber insurance fully mitigate the risk. Cybersecurity involves your entire culture. As such, it requires executive leadership.
  3. The 5 vital things an executive must do.

Lunch Breakout | Traction & the entrepreneurial operating system – NO hype – Learn from fellow Vistage members

Location/Time: | 12:05 - 1:20 PM

Presenter: Brian Underhill, Bill Wagner, Dan Coleman, EOS Implementers

The best of California EOS Implementers offer EOS, The Entrepreneurial Operating System. Often known as TRACTION, EOS is the # 1 system being implemented by Vistage members worldwide. As of today, there have been more than 32,750 Sessions worldwide. Vision, Traction, Healthy sounds simple, but is rarely easy. This moderated session will provide first-hand knowledge from Vistage members that are running their companies on EOS.

  • Learn about elevating yourself to a true Visionary role and the benefits.
  • Learn how to create a true Accountable organization.
  • Learn how to get the right people in the right seats.
  • Learn how to become strong in SIX key areas of business… Guaranteed







Anaheim Convention Center
800 W Katella Ave.
Anaheim, CA
Executives are in the business of making decisions.

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