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2019 Buffalo Vistage Executive Summit

Thursday, March 7, 2019 8:30 a.m. - 5:00 p.m. CDT

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

Connor Lokar2017

Program economist, 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.

Jack Uldrich

Global futurist and bestselling author

The Big AHA: How to future-proof your business against tomorrow’s trends, today

In his presentation, Jack Uldrich will decipher the complexity of change. Beginning with the 12 trends business leaders must be aware of, and sharing how each will transform every facet of business, Jack will explore humility as a means of embracing the new. He will provide concrete actions and specific decision-making questions all leaders must ask themselves today, to create a successful tomorrow. According to Jack, the future is incredibly bright. To capture its full potential, a healthy belief in the “impossible” is necessary. Leave with frameworks to translate belief into action in your organization.

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.


Hyatt Regency Buffalo Hotel and Conference Center

8:30 AM
Registration | Breakfast | Marketplace

9:00 - 10:00 AM
Morning Program Sessions
  • Building, retaining and transferring value in your business | Key Private Bank
  • What do your top performers have in common? | Grit Seed Inc.
  • Family Business Network
  • Manufacturing Network

10:00 - 10:30 AM

10:30 - 11:00 AM
General Session | Networking Activity

11:00 - 12:00 PM
Connor Lokar Navigating the crest: Acute economic insights for improved decision-making

12:00 - 1:30 PM
Lunch / Afternoon Sessions
  • Valuing Your Specific Business 101 | Paramax
  • SOLD: Where Planning and Opportunity Meet | U.S. Trust

1:30 - 2:00 PM
Joe Galvin SMB CEO: Decisions, Investments and Growth Levers for 2019

2:00 - 2:20 PM
Member Excellence Award Panel

2:20 - 2:50 PM

2:50 - 3:50 PM
Jack Uldrich The Big AHA: A global view of how to future-proof your business against tomorrow’s trends, today

3:50 - 4:00 PM
Summary Remarks

4:00 - 5:00 PM

Breakout sessions

9:00 - 10:00 AM

Morning Session | Building, retaining and transferring value in your business

Presenter: Jeffrey T. Getty , Managing Director of Family Wealth Consulting, Key Private Bank

Learn how to unlock the value trapped inside of your business through identifying (and mitigating) risks that detract from value in a transition. This workshop is focused on understanding the wide gaps in value expectations between buyers and sellers and what actions you can take today to close this gap well ahead of any planned transactions. Learn how to build long-term sustainable value and how you can take steps to make your business “transaction ready.”

9:00 - 10:00 AM

Morning Session | Family Business Network

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.

9:00 - 10:00 AM

Morning Session | Manufacturing Network

From hiring and sourcing to augmented reality, there are a lot of exciting changes that are impacting today’s manufacturing industry. Join us for a morning networking session to connect with other local manufacturing leaders. 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.

9:00 - 10:00 AM

Morning Session | What do your top performers have in common?

Presenter: Raj Suchak , CEO, Grit Seed Inc.

Who are your best hires? Was it their resume? Skills? Or their character? People who never give up. Your top performers are ready to start the day fired up. You know they have your back. They aren't there just for the money! They are there to win. We call this GRIT. We have a process to find them. It takes a lot of work but we automated it using the most advanced technologies. Let us show you how.

12:00 - 1:30 PM

Afternoon Session | Valuing Your Specific Business 101

Presenter: Nicholas Morreale, SVP, Paramax Corporation, Vistage Member

  • Learn basic business valuation methods
  • How to determine your EBITDA multiple
  • Real life valuation case studies
  • Scalability = Higher Multiple

12:00 - 1:30 PM

Afternoon Session | SOLD: Where Planning and Opportunity Meet

Presenter: Executives , US Trust

Whether a change in ownership is planned, unplanned or a matter of chance, the time for you to prepare your company — and yourself — is now. Succession planning should be an ongoing part of running a business, not something that’s done only once the path forward has been chosen (or chosen for you). This session will provide tools you can take now to help be better prepared for when you finally decide to step away from your company:
  • A framework for recognizing the wide range of constituents who have a stake in the disposition of your company
  • Insights on the market for private businesses, exit options, and how each relate to your personal priorities
  • Actions to take today to help you prepare your company and yourself


Get on the fast track to better decisions, quicker results and increased success.