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2018 Portland Vistage Executive Summit

Hosted in Portland

Wednesday, April 25, 2018

7:00 a.m. - 1:15 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.



Oregon Convention Center

Event Speakers

Breakout sessions

Breakfast Breakout | Family Business

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

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.

Breakfast Breakout | Women in Leadership

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

Now more than ever, there is tremendous value in bringing female leaders together. Join us for a morning session to network and forge new relationships with local women to draw strength, inspiration and fresh perspectives around your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Women in Leadership Network.

Breakfast Breakout | Utilizing KPIs to Drive Growth and Profitability

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

Presenter: Collin Harris, Account Executive, Unanet

Growth and profitability are the goals of most business’s. What is difficult is formulating strategies. Where do you start? The answer is in the financials, both past and current. Best in class companies know that using financial information and resultant key performance indicators (KPIs) are the answer to unlocking business strategies. This session will help you understand how to use financial information to find possibilities for growth and profitability. What you will learn:
    1. 1. How to improve the quality of your data
    1. 2. 5 steps to unlock business strategies using KPIs
    1. 3. Internal and external benchmarking techniques

Breakfast Breakout | When is the right time to sell your business?

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

Presenter: Brian Murphy, President and Managing Director, Meridian Capital LLC

Deciding to sell your company or bring in an outside investor can be a stressful process. Most entrepreneurs who have built successful businesses have little experience with the M&A process. Brian Murphy’s presentation will guide business owners through some of the key factors in understanding and preparing for a potential transaction. Do you know what your business is worth or how it will be valued? Do you know when it is the right time to sell? What can you do to maximize valuation and achieve the goals you have set out for you and your family? Brian will address these questions that help business owners achieve the best possible outcome.

Breakfast Breakout | Your Marketing Is Wrong (Probably)

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

Presenter: Ian Doescher, Senior Creative Lead, Pivot Group, Vistage Member

Are you unsure whether your marketing sends the right message in the right way? Which of your primary selling points are you talking loudest about—pricing, service, quality? The most successful companies in the world know something about effective marketing that you don’t, but we’re here to tell you. Join us for a fun, information-rich session. You’ll come away with a new perspective on how to market your business and clear steps for how you might get there.

Lunch Breakout | 8 Trends in Digital and How They Impact Your Business

Location/Time: | 12:00 - 1:15 PM

Presenter: Siouxsie Jennett, CEO, Mambo Media

Companies are facing dramatic changes in the business environment. From Mobile to Millennials, these trends impact how you communicate with your customers, drive new sales, and hire and retain talent. This presentation will address 8 digital trends that influence the business decisions you’re making today. Understanding these trends can make the difference between being successful in this digital, highly-dynamic business environment; or not being there at all. Key takeaways:
  • Better understand important marketing technology and modern marketing strategies that can accelerate your business
  • Leverage key trends as a strategic differentiator
  • Stay relevant, build deeper relationships with increasingly distracted customers

Lunch Breakout | Transcendent Hiring

Location/Time: | 12:00 - 1:15 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 | The Envelope: Bringing it all together: strategy, succession and you

Location/Time: | 12:00 - 1:15 PM

Presenter: Executives of 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 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 | Earn More & Keep More from Unclaimed Profit and Tax Efficiencies

Location/Time: | 12:00 - 1:15 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 | How to Build and Retain Engaged Teams: the key to unlocking maximum productivity

Location/Time: | 12:00 - 1:15 PM

Presenter: Adam Weber, Co-founder, Emplify

According to the Vistage Confidence Index, talent management is a top concern for members this year. Retaining your top talent is paramount for growing your organization and reaching those yearly targets. Join Emplify Co-founder, Adam Weber, to:
  • Learn proven methods and best practices for retaining team members.
  • Understand what actually motivates your employees and how to foster that within your culture.
  • Learn the simple, actionable process you can immediately implement in your organization for optimum employee engagement.
  • Hear real-life examples and success stories from Vistage companies implementing these strategies for unprecedented business results.







Oregon Convention Center
777 NE Martin Luther King, Jr. Blvd
Portland, OR
Executives are in the business of making decisions.

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