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2019 Arizona Vistage Executive Summit

Hosted in Scottsdale Wednesday, March 20, 2019 7:15 a.m. - 3:45 p.m. PDT

Event Overview

Change is happening faster than ever.
Make sure you have every advantage.

In our fast-paced world of high-speed technology, few businesses can afford a lax approach to change. High-performing companies are quick, nimble and ready to pounce. They incorporate progressive practices, the latest resources and timely information. They can see around the curves and past their blind spots. They’re not the followers. They are the pacesetters.

And they do not get there on their own.

Join your greater Vistage family and peers to rev up the energy
and kick up your drive at this year’s Vistage Executive Summit.

What is the Vistage Executive Summit?

A powerful event that brings together our peers and Chairs from across your region for a day of learning, inspiration and connection. It’s a day designed to put you on the fast track to more effective leadership, increased performance and better results.

You can count on:

You’ll come away with keen insights, broadened perspectives, practical tips to implement immediately, and mind racing possibilities.

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.

Scott Klososky

Founder, TriCorps Technologies

The technology integration of humanity

The impact of technology over the next 50 years will be staggering. Technology is systematically integrating more and more into our lives, and as this happens, the HUMALOGY® balance is shifting. This presentation will examine how different the economy will be when implantable devices, autonomous robotics, the Internet of Things, and massive rivers of data come together to reshape daily life. The technology integration of man will have both positive and negative effects. There will be winners and losers. This presentation will help you expand your thinking to position your organization for success.


The Phoenician

7:15 - 8:45 AM
Registration | Breakfast | Marketplace

7:45 - 8:45 AM
Morning Sessions
  • Expert insights into the fastest growing area of employment law….and how to keep you compliant and penalty-free! | Oasis
  • Technology Network
  • Construction Network

8:45 - 9:15 AM

9:15 - 9:45 AM
General Session | Networking Activity

9:45 - 10:15 AM
Joe Galvin SMB CEO: Decisions, Investments and Growth Levers for 2019

10:15 – 10:35 AM
Member Panel Discussion

10:35 AM - 11:05 AM

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

12:05 - 1:35 PM
Lunch | Afternoon Sessions
  • Tax savings for CEOs – Opportunity zone investing + growth capital | Caliber
  • Preparing today to exit your business in the future | Generational Group
  • Build a Winning Employee Engagement Strategy | Emplify

1:35 - 2:35 PM
Scott Klososky The technology integration of man

2:35 - 2:45 PM
Summary Remarks

2:45 - 3:45 PM

Breakout sessions

7:45 - 8:45 AM

Morning Session | Construction Network

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.

7:45 - 8:45 AM

Morning Session | Technology Network

Has there ever been a more exciting time to work in tech? Things are changing every day — and it’s critical to have a finger on the pulse. Join us to meet and connect with other regional tech leaders. Forge new relationships and share perspectives and experiences around what’s now and what’s next. Breakfast provided. All attendees welcome. Start the conversation now: Join the Technology Network.

7:45 - 8:45 AM

Morning Session | Expert insights into the fastest growing area of employment law….and how to keep you compliant and penalty-free!

Presenter: Leigh Anne Ciccarelli, DHR General Manager and former General Counsel, Oasis

Wage and hour compliance continues to be at the forefront of issues faced by employers of all sizes and in all sectors—and often seemingly simple mistakes could cost you millions! In this session, we will discuss current state and federal wage and hour laws, including common classification Issues; common non-exempt issues; and other hot topics, such as the rise of class action litigation. We will also review the most common mistakes employers continue to make, as well as the necessary steps to avoid them.

12:05 - 1:35 PM

Afternoon Session | Build a winning employee engagement strategy

Presenter: Santiago Jaramillo, CEO & Founder, Emplify

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.
  • Learn how millennials play a part in the future of the workforce and how to engage a multi-generational workforce.

12:05 - 1:35 PM

Afternoon Session | Preparing today to exit your business in the future

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group

Years from now, most business owners will be dismayed to learn all of the things that they should have been doing to build value in their business. Far too often, business owners don’t prepare an exit strategy until they are ready to exit and that is too late to learn how to build value. What is the value of the business today and what should owners be doing to increase that value over time? Should I sell in the future or seek a strategic partner now to give me the resources to build the business in the future? Is the value in the future going to be in my P&L or my intangible assets? Dave Heymann, Senior Mergers & Acquisitions Advisor with Generational Group will answer these questions and more:
  • What are the best options OTHER than selling
  • How value is REALLY determined in a business
  • How to enhance the value of your company LONG before exiting

12:05 - 1:35 PM

Afternoon Session | Tax savings for CEOs – Opportunity zone investing + growth capital

Presenter: Chris Loeffler, CEO, Caliber – The Wealth Development Company, Vistage Member

Gain insight to this incredibly impactful tax-reduction and investment program. Effective in 2018, as a component of the recent tax reform act, this law has implications for executives who:
  • Are facing a private or public exit and need investment and tax reduction options
  • Have any form of capital gain (from any source) and would like to avoid paying tax on it
  • Are seeking to expand their businesses or start a new company with tax-efficient, long-term capital.
Caliber, who is a regional leader in opportunity zone investing, will help you understand how to take advantage of this historic law.



The Phoenician
6000 East Camelback Road
Scottsdale, AZ
Get on the fast track to better decisions, quicker results and increased success.