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2019 Atlanta Vistage Executive Summit

Tuesday, August 27, 2019 7:15 a.m. - 4:40 p.m.

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

Director of Speaking Services, 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.

John O'Leary

Best-selling Author

The 7 choices to ignite a radically inspired life

John O’Leary asks the question: What would your impact and output look like if you lived a radically inspired life, every single day? Living radically inspired means you learn from past mistakes, rise above challenges and thrive — no matter the circumstances. It means, you choose how inflection points (moments in time that change everything that follows) affect you. Start owning your wins and failures to truly celebrate your outcomes. Learn how to adopt a victor-mindset to instill accountability in yourself and your team, and achieve unbridled success. Your choices can transform your life and business.



Commander Kirk Lippold

USN (Ret.)

Leadership and accountability when it matters

The privilege and burden of leadership comes with a level of accountability many aspire to emulate, and anyone can rise up to achieve. Using a devastating suicide terrorist attack as a backdrop, Commander Kirk Lippold will convey how the principle of integrity created an environment for leadership where his crew felt imbued with a sense of ownership, seizing the opportunity to be responsible for their ship and not just their jobs. Cmdr. Lippold will share why his Five Pillars of Leadership are must-have business tenets for any team.


Anne Petrik

Sr. Director of Research, 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 Anne Petrik, Sr. Director of Research, as she shares the ongoing work of Vistage Research into the issues, topics and decisions of business optimization and leadership enhancement.


Agenda

Cobb Galleria Centre

7:15 - 9:00 AM
Registration | Breakfast | Marketplace

7:30 - 8:30 AM
Morning Sessions
  • From Funnel to Flywheel – Igniting Company Growth
  • Helping business owners save for retirement: Qualified vs. Non-Qualified options
  • How to improve your business valuation and cash flow: Tactics to leverage new tax law and financial practice changes
  • Manufacturing Network
  • Technology Network

8:30 - 9:00 AM
Marketplace

9:00 - 9:30 AM
General Session | Networking Activity

9:30 - 10:00 AM
Anne Petrik SMB CEO: Decisions, investments and priorities for 2019

10:00 - 10:20 AM
Member Award Winners Spotlight

10:20 - 10:40 AM
Break

10:40 - 11:40 AM
Alex Chausovsky Navigating the crest: Acute insights for improved decision-making 

11:40 AM - 1:00 PM
Lunch | Afternoon Sessions
  • Accessing debt and/or equity capital; to fuel business growth or liquidity issues
  • Harvesting Your Wealth: ESOPs and other Liquidity Options for Business Owners
  • Our country's military veterans can solve your talent crisis
  • Planning a Successful Exit Strategy
  • Talent optimization: A new discipline for solving your people problems
  • Using Neuroscience Principles to “Wake Up” the Buyer’s Emotional Brain, and Shorten Sales Cycles

1:00 - 2:00 PM
Commander Kirk Lippold Leadership and accountability when it matters

2:00 - 2:30 PM
Break

2:30 - 3:30 PM
John O'Leary The 7 choices to ignite a radically inspired life

3:30 - 3:40 PM
Summary Remarks

3:40 - 4:40 PM
Reception

Breakout sessions

7:30 - 8:30 AM

Morning Session | From Funnel to Flywheel – Igniting Company Growth

Presenter: Lauren Brady, Director of Growth, RedRover Sales & Marketing Strategy

Only one percent of leads generate revenue for most B2B companies. Marketers waste 99 percent of their time and money on leads that will never become customers. Traditionally, marketing's success has been measured by the ability to generate leads. In theory, through content marketing, a volume of leads pour into the funnel and trickle through to become new revenue which is terribly inefficient. The B2B funnel is broken, and lead volume alone is just a vanity metric. Abandon the archaic funnel and adopt a sales and marketing flywheel using account-based marketing techniques that truly break through and create sustainable growth.

7:30 - 8:30 AM

Morning Session | Helping business owners save for retirement: Qualified vs. Non-Qualified options

Presenter: Jonathan Constant, CRPC, Investment Specialist and Joe Few, CLU, ChFC Director of Advanced Markets, The Piedmont Group of Atlanta

Both you and your employees benefit greatly from the opportunity to accumulate assets in tax-advantaged plans for their retirement. Qualified Retirement Plans - like 401(k) Plans - provide that opportunity for all your employees. However, Qualified Plans have contribution limits that affect both you and your most important employees – your key employees. Thus, having a Non-qualified Plan for those key employees also makes a lot of sense. A Non-qualified Plan can create “golden handcuffs”, which assures you that you’ll retain those key employees into the future. We will explore both Qualified and Non-qualified Retirement Plans is this session, sharing best practices, discussing fiduciary protection, and giving a road-map to success with these most important benefits.

7:30 - 8:30 AM

Morning Session | How to improve your business valuation and cash flow: Tactics to leverage new tax law and financial practice changes

Presenter: Petra Orquiola, Bruce V. Benator, Steven G. Horn, Williams Benator & Libby, LLP

The Tax Cut and Jobs Act produced the most sweeping tax change in more than 30 years. Explanations and revisions continue to this day. Have you taken advantage of all the nuggets within the new law? Savvy business leaders can leverage tax law changes to increase business valuations and cash flow. In this fun and understandable session you will learn what to look for to do just that and you will leave with actionable ideas. You will also learn how certain financial practices can improve your business valuation.

7:30 - 8:30 AM

Morning Session | Manufacturing networking discussion hosted by the Vistage Manufacturing Network

Staffing. Sourcing. Trade agreements. Tackle these and other pressing challenges and exciting opportunities with local manufacturing leaders in our morning networking discussion. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

Start the conversation now: Join the Manufacturing Network.

7:30 - 8:30 AM

Morning Session | Networking discussion hosted by the Vistage Technology Network

The pace of evolution of tech is only accelerating and there isn’t a single industry untouched by its innovations and challenges, from cybersecurity to digital marketing to AI. Join us for a morning networking discussion to connect with other local tech and business leaders. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

Start the conversation now: Join the Technology Network.

11:40 AM - 1:00 PM

Afternoon Session | Accessing debt and/or equity capital; to fuel business growth or liquidity issues

Presenter: Derek Cunningham, CEO of US Strategic Capital & Chairman of The USSC Income Fund

In the life of most successful businesses there will be a liquidity issue of some type. It could be that you are too successful and growing too quickly. It could be the structure of your contracts and how you get paid. It could also be totally unforeseen issues, a business divorce, a receivables issue, or simply a black swan event you could never imagine. Derek Cunningham will discuss various ways to access both private investor capital (debt & equity) in addition to traditional bank financing. The typical costs of your various, timing, typical terms and the best way to insure that you have the liquidity you need to be successful today and in the future.

11:40 AM - 1:00 PM

Afternoon Session | Harvesting Your Wealth: ESOPs and other Liquidity Options for Business Owners

Presenter: Rebecca Glasgow, The ESOP Group, UBS Financial Services Inc. with Phil Colaco and Steven Blaser, Deloitte Corporate Finance LLC.

As business owners think about growth, succession planning, and uses of capital, it is important for them to have a framework for preparing for and understanding the array of available alternatives. During this presentation, we will focus on timing for private company liquidity events, an update on the capital markets, benefits and considerations of an ESOP transaction, and discuss a case study related to a dual-track process of exploring an ESOP and other viable alternatives.

11:40 AM - 1:00 PM

Afternoon Session | Planning a Successful Exit Strategy

Presenter: Michael D. Imber, CPA, CFP®, CTFA, AEP, Senior Wealth Strategist, Vice President, PNC Wealth Management

Business Succession is as inevitable as death and taxes; however, many business owners fail to properly plan for this unavoidable event. Every exit is just as unique as the individual exiting the business, so there is rarely a “magic bullet” that solves every need, want, and desire. Additionally, business owners often overlook the impact that their exit has on the business, their employees, and their families, as well as their own personal wellbeing; both financially and personally. This session is intended to provide insight into the planning process so that business owners understand the options available to them, the timeframes involved in making such decisions, and the team necessary to implement such a plan.

11:40 AM - 1:00 PM

Afternoon Session | Our country’s military veterans can solve your talent crisis

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/RecruitMilitary 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

11:40 AM - 1:00 PM

Afternoon Session | Talent optimization: A new discipline for solving your people problems

Presenter: Don Purvis, Partner, Six20 Partners, a Predictive Index Partner

If an organization isn’t achieving its desired business results, the “why” boils down to this: They have a people problem. Join Six20 Partners, a Predictive Index Certified Partner for a lively session about how to align business strategy and people strategy by leveraging psychometrics. You’ll be able to bring back these creative solutions to support your teams and help your businesses thrive.

11:40 AM - 1:00 PM

Afternoon Session | Using Neuroscience Principles to “Wake Up” the Buyer’s Emotional Brain, and Shorten Sales Cycles

Presenter: John Asher, CEO, ASHER STRATEGIES

Elite influencers understand how to use neuroscience principles to grab attention and assist buyers in making quick decisions. In this powerful breakout session, you will learn:

  1. Moving buyers thru the sales process faster by selling to the heart and brain
  2. Ten Cognitive Biases – Shortcuts the brain uses to make decisions
  3. Practical Applications to use these principles in the selling process


Sponsors






Location

Cobb Galleria Centre
2 Galleria Parkway SE
Atlanta, GA
Get on the fast track to better decisions, quicker results and increased success.