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2018 St. Louis Vistage Executive Summit

Hosted in Chesterfield

Thursday, October 11, 2018

7:00 a.m. - 5:30 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.



DoubleTree by Hilton Hotel St. Louis – Chesterfield

Event Speakers

Breakout sessions

Breakfast Session | 2018 Hiring Trends in Manufacturing

Location/Time: | 7:15 - 8:15 AM

Presenter: Kathleen Quinn Votaw , Vistage member, author, and CEO of TalenTrust

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 provided. All attendees welcome. Start the conversation now: Join the Manufacturing Network.


Breakfast Session | An Open Dialogue in Diversity. Hosted by the Vistage Women in Leadership Network

Location/Time: | 7:15 - 8:15 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. Start the conversation now: Join the Women in Leadership Network.

Breakfast Session | Outside the Office. Hosted by the Vistage Golf and Travel, Food & Wine Networks

Location/Time: | 7:15 - 8:15 AM

Extracurricular activities are more than fun — they create opportunities for new business and strengthening relationships. Whether your hobby is golf, travel, dining, hunting, fishing, aviation or sports, join your Vistage peers for a valuable morning session to discuss your favorite pastime and how it plays into (and benefits!) your professional life. Share your wisdom, and leave with new insights. Forge new relationships for inspiration and fresh perspectives around your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Travel, Food and Wine and Golf Networks.

Afternoon Session | Rewarding key contributors – executive incentive plans

Location/Time: | 12:55 - 1:55 PM

Presenter: Peter A. Racen, Director, Estate and Business Planning, Northwestern Mutual

Talented employees may be a successful business’ most important asset. Losing them could be its biggest liability. The ultimate goal of a strategic business plan is to develop a valuable, profitable entity. Most successful businesses recognize that their key employees are a critical factor in reaching their goals. What if you could find a way to offer extra benefits to those individuals you are most interested in keeping at your company? What if you could tailor those benefits to meet your key employees’ personal needs while benefiting your company. In this workshop you will learn about
  • Plan design options to attract and retain key people
  • How to fund the plan
  • Advantages to the company and advantages to the key employee

Afternoon Session | Top 5 cybersecurity risks every business leader needs to know: Inside the mind of a hacker

Location/Time: | 12:55 - 1:55 PM

Presenter: Tami Spellman, Director, Strategy and Information Security and Michael Ludgate, Cybersecurity Sr. Account Manager, TechGuard Security

By 2021, cybercrimes are predicted to cost $6 trillion annually world-wide – making it more profitable than the illegal drug trade and one of your greatest threats! Thankfully, you do not have to be an expert in cybersecurity to protect your business. Develop a deeper understanding of cybersecurity, how it applies to everyone (especially executive leadership), and how small changes have a big impact. In this session you will
  • Learn about the top 5 current cybersecurity risks.
  • Hear about real-world breaches and the measures that could have prevented them.
  • Walk away with simple, actionable measures you can implement NOW to protect your business.

Afternoon Session | The Envelope: Bringing it all together: strategy, succession and you

Location/Time: | 12:55 - 1:55 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.

Afternoon Session | Build and retain engaged teams: The key to unlocking maximum productivity

Location/Time: | 12:55 - 1:55 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
  • 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.

Afternoon Session | Hitting the ceiling: 5 leadership abilities to break through!

Location/Time: | 2:15 - 3:00 PM

Presenter: Jeanet Wade, Certified EOS Implementer, Business Alchemist, Vistage Member and Trusted Advisor

The goal of this talk is to simplify the way you run your business utilizing 5 Leadership Abilities that will help you to scale and break through to the next level. Covered in this presentation will be the common frustrations of a business leader, high level review of the 5 Leadership Abilities and how they solve the majority of issues in business, and a summary of how business leaders and owners are getting a grip on their company by using simple, practical tools to get immediate Traction®.

Afternoon Session | Company valuation: Why it matters and how to influence it

Location/Time: | 2:15 - 3:00 PM

Presenter: Patrick Nolan, President, Nolan & Associates

There are several ways to accurately calculate the value of a business you intend to sell or buy. This presentation will:
  • Cover real scenarios — on and off the balance sheet — that can negatively or positively affect valuation
  • Explain the key metrics that are used to determine the valuation range for a business
  • Provide specific takeaways you can immediately implement to increase valuation while also reducing risk

Afternoon Session | Return on safety: Impact of workplace safety on your business KPIs

Location/Time: | 2:15 - 3:00 PM

Presenter: Jim Owen, President & CEO, Missouri Employers Mutual and Sheila Schmidt, Supervisor of Safety and Risk Services, Missouri Employers Mutual

As a business owner, you have a vested interested in protecting your people and bottom line. Keeping employees safe is the right thing to do, but does following safety best practices also have a return on investment? Safety programs are often looked at as expenses that don’t directly contribute to profitability. However, financial professionals and we know that when looked at closely, it is easy to see the correlation between workplace safety and key performance indicators (KPIs). The presentation will cover hard and soft costs of workplace injuries, best practices in safety measurement, and using leading indicators to reduce safety costs.

Afternoon Session | The ten things you’ll overpay an attorney for

Location/Time: | 2:15 - 3:00 PM

Presenter: Bob Guest, Ira Potter, Kathleen Bilderback, & Brad Crandall, Affinity Law Group

If we care for our health early in life, we’ll incur far less medical expenses later. The same is true of the law. Many executives create significant legal expenses for themselves that a little forethought and planning might have greatly reduced or even eliminated. The lawyers of Affinity Law Group, LLC will share ten opportunities that, pursued today, can save time aggravation and quite often, considerable legal fees tomorrow. Bonus Section: The War for Talent: Unemployment is at record lows. Employers must take every possible action to protect their talent and recruit more. The Affinity team will share proven legal tactics to help prevent your team members from being pirated, and the legal aspects of prying talent from your competitors.







DoubleTree by Hilton Hotel St. Louis – Chesterfield
16625 Swingley Ridge Rd
Chesterfield, MO
Executives are in the business of making decisions.

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