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2019 Colorado Vistage Executive Summit

Hosted in Denver Thursday, July 25, 2019 7:15 a.m. - 4:00 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


Dr. Alan Beaulieu

President & Principal, ITR Economics

Winds of change

The U.S. and global economies are not what they were last year. Which changes can you benefit from? Which do you need to prepare for? Alan Beaulieu, President & Principal of ITR Economics, will share what the leading indicators mean for your business — both immediately and into the 2020s — providing insight for longer-range planning. Key topics will include:

  • Policy pressures/benefits on business
  • Consumer behavior
  • Business spending
  • Labor market
  • Commodity prices
  • Interest rates

Leave informed for 2019 and beyond, with the confidence to effect tactical changes that will enhance profitability.


Gerry O'Brion

Business Growth & Change Expert

Becoming the #1 choice in a crowded market

What are the four critical questions you should be asking, to stand out in a sea of sameness? Gain this and more from business growth strategy expert, Gerry O’Brion. This presentation will provide a framework of influence and innovation that reveals how to become the No. 1 choice in a crowded industry. Whether B2B or B2C — learn how to create disruptive strategies and messaging to attract ideal customers, and how to leverage change for growth-accelerating competitive advantage. Leave prepared to create game-changing strategy accessible enough for every employee to participate.



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.

Agenda

Hyatt Regency Denver

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

7:45 - 8:45 AM
Morning Sessions
  • Construction Network
  • Manufacturing Network
  • Technology Network
  • Open Roads and Dead Ends: Growth Strategy and How it Affects Your Valuation

  • 8:45 - 9:15 AM
    Marketplace

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

    9:45 - 10:15 AM
    Joe Galvin SMB CEO: Decisions, investments and priorities for 2019

    10:15 – 10:35 AM
    Member Award Winners Spotlight

    10:35 AM - 11:05 AM
    Break

    11:05 AM - 12:05 PM
    Gerry O'Brion Becoming the #1 choice in a crowded market

    12:05 - 1:35 PM
    Lunch | Afternoon Sessions
  • Backing into value: The factors that drive perception of value for investors and buyers
  • Talent optimization: A new discipline for solving your people problems
  • Selling your company to an ESOP

  • 1:35 - 2:50 PM
    Dr. Alan Beaulieu Shifting gears and looking ahead

    2:50 - 3:00 PM
    Summary Remarks

    3:00 - 4:00 PM
    Reception

    Breakout sessions

    7:45 - 8:45 AM

    Morning Session | Networking discussion hosted by the Vistage Construction Network

    Join local construction leaders for a morning networking discussion on the changes and innovations that will most strongly impact the industry, from evolving technology to new workforce and staffing resources. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome. Start the conversation now: Join the Construction Network.

    7:45 - 8:45 AM

    Morning Session | 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.

    7:45 - 8:45 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.

    7:45 - 8:45 AM

    Morning Session | Open Roads and Dead Ends: Growth Strategy and How it Affects Your Valuation

    Presenter: Chris Younger, Managing Director, CVA; Cofounder, COPILOT Analytics; Vistage Member/Speaker

    Your company’s valuation depends on the specific risks in your business and the predictability of its revenue and cash flow growth. Most company owners can describe their growth strategy in general terms, but not at the level required to talk to professional investors. In this breakout session, you will learn how to:
    • understand what credible growth looks like to professional investors,
    • define and defend your vision of future cash flows, and
    • drive more value out of the time, energy, and capital you’ve put into your business.

    12:05 - 1:35 PM

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

    Presenter: Predictive Index Partner Executive

    If an organization isn’t achieving its desired business results, the “why” boils down to this: They have a people problem. Join the Predictive Index 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 | Backing into value: The factors that drive perception of value for investors and buyers

    Presenter: Panel discussion lead by Adams Price, Managing Director, PMCF

    Entrepreneurs and business owners know their business, operations and markets well. What they often are less clear about are the factors that investors look for in a business that make it more appealing than others. Learn from buyers the strategic initiatives to undertake today that will most impact the perceived value of your company in the future. Gain perspective from three active investors (financial and strategic) in the lower and lower-middle market who will provide insight into how they value businesses and what characteristics enhance or erode value in a business.

    12:05 - 1:35 PM

    Afternoon Session | Selling your company to an ESOP

    Presenter: Keith Mericka, Managing Director-Private Wealth Management The ESOP Group with UBS Financial Services Inc. | Douglas Dell with Keybank Senior Vice President Manager, Colorado Commercial Banking | Bruce C. Lazear Partner-Lazear Capital Partners-Lazear Capital Partners

    Why are so many Colorado business owners thinking of selling to their employees? In addition to the significant tax benefits, passage of HB17-1214 by the Colorado legislature and more recently Governor Polis' executive order serve to promote retirement & job security in Colorado through employee buyouts. If you're a business owner and exiting your business has come to mind – perhaps only briefly – then you should attend this discussion. Hosted by KeyBank & Lazear Capital and moderated by UBS' ESOP Group, this session promises to be a 'light bulb" moment in the evolution of your business.

    Sponsors






    Location

    Hyatt Regency Denver
    650 15th Street
    Denver, CO
    Get on the fast track to better decisions, quicker results and increased success.