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2018 San Diego Vistage Executive Summit

Hosted in San Diego Tuesday, April 24, 2018 7:00 a.m. - 1:45 p.m. PST

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

Brian Beaulieu

CEO, ITR Economics

Winds of change

What are the leading indicators saying about the economy for the rest of 2018? What is the outlook for 2019? Brian Beaulieu, CEO of ITR Economics, will decipher business cycle changes reshaping the future, sharing which actions will have an impact, for better or worse. The consumer drove the economy to where it is today. Find out why the consumer could be in a weakened position for 2019 — hint — it’s tied to the stock market and to savings and interest rates. Leave with a clearer vision for the future, and an understanding of policy influences on the economy.

Mark King

President, adidas Group North America

Growth is possible, no matter the size or type of your business

Unprecedented opportunities exist for small businesses today — the question is, do you see them? Mark King — expert in leading record-breaking growth of businesses including adidas Group North America and TaylorMade — will address strategies for pinpointing continued growth, even for a small company competing in a big world. Leave with an understanding of how a big aspiration creates new ideas, how to fuel growth with a new business model, and how to refresh your leadership skills to suit today’s market.


Hilton San Diego Bayfront

7:00 - 9:00 AM
Registration | Breakfast

7:30 - 8:30 AM
Breakfast Breakouts Construction | Family Business | Purpose-Driven Business | Emplify | Bradley-Morris

9:00 AM
General Session begins

9:30 - 10:35 AM
Mark King Growth is possible, no matter the size or type of your business

10:35 – 11:05 AM
Break | Marketplace

11:05 - 12:20 PM
Brian Beaulieu Winds of change

12:20 - 12:30 PM
Summary Remarks

12:30 - 1:45 PM
Lunch Breakouts Emplify | US Trust | Pacific Advisors | Blue Corona | San Diego Leadership Institute, a Predictive Index Partner

12:30 - 1:45 PM
Experience Vistage

Breakout sessions

7:30 - 8:30 AM

Breakfast Breakout | Construction

No one understands your industry better than a peer who is also in it. Join us for an interactive morning networking session to meet other leaders in the local construction industry. Make new, strategic connections and share insights about what impacts your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Construction Network.

7:30 - 8:30 AM

Breakfast Breakout | Family Business

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 | Purpose-Driven Business

Around the world, companies that are able to harness the power of purpose to drive performance and profitability enjoy a distinct competitive advantage. Join us for a networking session to meet other local leaders across various industries who are committed to leading with a purpose. Make new, strategic connections and share insights about what matters most to your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Purpose-Driven Business Network.

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.

7:30 - 8:30 AM

Breakfast Breakout | Tapping into the Veteran market to solve skilled worker shortages (and how to pay for it!)

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

Trouble finding enough qualified workers? Thousands of companies are hiring Veterans to help solve their hiring deficiencies. This presentation will discuss the makeup and qualifications of the Veteran talent pool and where those candidates typically fit into industry once they’ve separated from military service. Focus on how to identify talent for your organization, how to build a winning recruitment strategy and how to pay for it!
  • Reasons to hire Veterans and Demographics of the Veteran candidate market
  • Veteran skillsets and roles within industry where Veterans are great fits
  • Discussion of approaches in hiring Veterans
  • Discussion of WOTC (work opportunity tax credit) program and how to take advantage of these credits to help pay for veteran recruiting efforts.

12:30 - 1:45 PM

Lunch Breakout | Transcendent Hiring

Presenter: Executive from San Diego Leadership Institute, a Predictive Index Partner

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.

12:30 - 1:45 PM

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

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 own family but it also supports your employees, their families and 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.

12:30 - 1:45 PM

Lunch Breakout | How to Use Next Generation Competitive Analysis to Improve Your Business

Presenter: Cliff John, Director of Partnerships, Blue Corona

This workshop, presented by Cliff John, Director of Partnerships of Blue Corona, a five-time Inc. 500|5000 digital marketing and analytics company, will highlight the evolving nature and importance of ongoing competitive analysis to accelerate business performance. Attendees will participate in an inclusion exercise where they perform a self-evaluation of their own competitive landscape. Cliff will wrap up with an analysis of two local Vistage members and highlight insights from a larger, all member analysis. Attendees will leave with a new perspective on competitive analysis and takeaways that can be used to measurably improve business performance.

12:30 - 1:45 PM

Lunch Breakout | How to Build a Winning Employee Engagement Strategy

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.

12:30 - 1:45 PM

Lunch Breakout | Earn More & Keep More from Unclaimed Profit and Tax Efficiencies

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



Hilton San Diego Bayfront
1 Park Blvd
San Diego, CA
Executives are in the business of making decisions.