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2019 Cleveland Vistage Executive Summit

Tuesday, November 5, 2019 7:15 a.m. - 3:45 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 your peers and Chairs from across the 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.

Gerry O'Brion

Business Growth & Change Expert

Future prep your business during disruption: What to do now and next

Your 2020 playbook got thrown out the window. The companies who take this time to refocus on what matters will be the ones who thrive as the economy comes back online. The choices you make now related to people, culture, sales activities and branding will make or break what comes next. So, what to do now and next? There are some things you should be doing now, and some things you should NOT be doing. And when we emerge from this disruption you can be prepared to hit the ground running. Now is the time to plan and prepare your people for your future success.

Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

Vistage Research perspective: Preparing for prosperity

As the economic slowdown moderates, now is the time for CEOs to prepare for the next wave of growth. Learn what the latest data from Vistage reveals about top-performing CEOs' big decisions, major investments and the critical decision factors that fuel growth and will prepare their organization to capitalize on the rising business cycle in the year ahead.


Cleveland Marriott Downtown at Key Tower

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

7:45 - 8:45 AM
Morning Sessions
  • Manufacturing Network
  • Family Business Network
  • Understanding Employee Stock Ownership Plans (ESOPs)
  • How to maximize the sale value of your business

8:45 - 9:15 AM

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

9:45 - 10:15 AM
Joe Galvin CEO decision factors: 2019 and beyond

10:15 – 10:35 AM
Member Excellence Awards Spotlight

10:35 - 11:05 AM

11:05 - 12:05 PM
Connor Lokar Navigating the crest: Acute insights for improved decision-making

12:05 - 1:35 PM
Lunch | Afternoon Sessions
  • How to be a great boss – 100% Traction, 0% Jerk!
  • SUCCESS – Where planning and opportunity meet
  • The new cyber threat: Critical strategies to protect your business
  • Talent optimization: A new discipline for solving your people problems

1:35 - 2:35 PM
Gerry O'Brion Becoming the #1 choice in a crowded market

2:35 - 2:45 PM
Summary Remarks

2:45 - 3:45 PM

Breakout sessions

7:45 - 8:45 AM

Morning Session | Understanding Employee Stock Ownership Plans (ESOPs)

Presenter: George Thacker, Managing Director, CSG Partners

ESOPs are tax-efficient, liquidity alternatives for privately-held companies. We'll cover the key practical and strategic concepts behind these transactions, review critical tax implications (corporate & personal), and demystify the notion of an employee trust. Learn how ESOPs can be an effective tool for business owners seeking equity monetization, tax efficiency and enhanced employee benefits, but who are also concerned about their legacies, business continuity, and estate planning.  

7:45 - 8:45 AM

Morning Session | How to maximize the sale value of your business

Presenter: Al Melchiorre, President & Founder, MelCap Partners, LLC

For most privately-held business owners, selling their business is a once in a lifetime event. For many, the sale is the most significant liquidity event of their life. What is my business worth? How do I maximize the sale value of my business? What does the process look like? Is this a good time to sell?  

7:45 - 8:45 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.

7:45 - 8:45 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.

12:05 - 1:35 PM

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

If an organization isn’t achieving its desired business results, the “why” boils down to this: They have a people problem. Join Center for Victory, 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.  

12:05 - 1:35 PM

Afternoon Session | How to be a great boss – 100% Traction, 0% Jerk!

Presenter: Ron Kaminski, Founder, CultureShoc

Ron Kaminski, CultureShoc’s founder and Certified EOS Implementer™, helps entrepreneurs and their leadership teams create a healthy, fully engaged workplace. Nearly 2 out of every 3 employees are disengaged at work but it doesn’t have to be this way. The difference between a group of indifferent employees and a fully engaged team comes down to one simple thing—how to be a great boss.
  • Evaluate yourself on the 5 components of great leadership
  • Evaluate yourself on the 5 components of great management
  • Learn how to position accountability as the single best gift you can provide another person

12:05 - 1:35 PM

Afternoon Session | SUCCESS - Where planning and opportunity meet

Presenter: An Executive from Bank of America

Whether the event is planned, unplanned or a matter of chance, the time to prepare your company, and yourself, for a change in ownership is now. Succession planning does not begin when you’ve chosen which path to forge; or when that path has been chosen for you. Rather, these activities should be an ongoing part of running your business. There are steps you can take now to be better prepared for when you decide to step away from your company. This session will provide:
  • 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 relates to your personal priorities
  • Actions you can take today to help prepare your company, and you, for that future event

12:05 - 1:35 PM

Afternoon Session | The new cyber threat: Critical strategies to protect your business

Presenter: Dave Lazor, Founder and CEO, Lazorpoint

A new attack occurs every 39 seconds in the U.S., according to a recent study from the University of Maryland. Make no mistake – your business is a target for cyber criminals. A cyberattack can destroy your reputation, shutdown your ability to serve your customers, fraudulently send product or money to the bad guys, costing you tens if not hundreds of thousands of dollars per incident. Attackers go after small and medium size businesses 46% of the time because they’re the most vulnerable. Are you prepared? Could your company survive the latest form of attack from hackers? Find out the critical steps to keep your company safe from this new cyber attack and help you comply with Ohio’s new cyber law.



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