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2019 District/Maryland/Virginia Vistage Executive Summit

Hosted in Bethesda Wednesday, September 11, 2019 7:15 a.m. - 3:45 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 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


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.

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.

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.

Agenda

Hyatt Regency Bethesda

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

7:45 - 8:45 AM
Morning Sessions
  • Industry trends for government contractors: See how your company is performing against the competition
  • The OKR Framework - Is this Performance Management System Right for You?
  • Understanding Employee Stock Ownership Plans (ESOPs)
  • Construction Network
  • General Networks

8:45 - 9:15 AM
Marketplace

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 Award Winners Spotlight

10:35 AM - 11:05 AM
Break

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

12:05 - 1:35 PM
Lunch | Afternoon Sessions
  • Talent optimization: A new discipline for solving your people problems
  • Maximize employee engagement and improve business results

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
Reception

Breakout sessions

7:45 - 8:45 AM

Morning Session | Industry trends for government contractors: See how your company is performing against the competition

Presenter: Rich Wilkinson, Director of Solutions Engineering, Unanet

To help government contractors plan and strategize, CohnReznick and Unanet partnered to produce The GAUGE Report. The content is broken down into 5 sections: Government Contract Compliance, Accounting, Utilization, Growth, and Efficiencies. The information presented will be actionable and will help drive business efficiencies. After attending this session you will know:

  • If your overhead, fringe, G&A, MSH, and wrap rates are competitive?
  • What audits your peers are experiencing and what you can expect in the future.
  • If you have the right number of headcount in your accounting, business development, contracts, project controls, compliance, IT, and legal departments?

7:45 - 8:45 AM

Morning Session | The OKR Framework - Is this Performance Management System Right for You?

Presenter: Alex P. Bartholomaus, President and CEO, People Stretch Solutions

How to leverage OKRs in your business to help push down performance management down to the front line employee to help the company create visibility on what matters and give a framework on how measuring success. Leave with:

  • Plan with more rigor around focusing on less have a process to rationalize priorities
  • Get leadership team more aligned and accountable than in the past
  • Make collaborative decisions with teams on what is best for the company
  • Reinforce critical tactics that contribute to your employees engagement

7:45 - 8:45 AM

Morning Session | Understanding Employee Stock Ownership Plans (ESOPs)

Presenter: Nathan Perkins - 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 | 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 | Meet the community networking session hosted by Vistage Networks

Start your morning creating valuable connections and gleaning insights from local business leaders. You’ll discuss a variety of pressing business topics in a fast-moving discussion with peers who speak your language. This is an opportunity to quickly solve challenges and expand your network. Breakfast provided. All attendees welcome.

Start the conversation now: Join Networks.

12:05 - 1:35 PM

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

Presenter: Steve Picarde, President, PI Midlantic

If an organization isn’t achieving its desired business results, the “why” boils down to this: They have a people problem. Join us 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 | Maximize employee engagement and improve business results

Presenter: Santiago Jaramillo, CEO and Co-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 & Co-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.

Sponsors





Location

Hyatt Regency Bethesda
7400 Wisconsin Ave.
Bethesda, MD
Get on the fast track to better decisions, quicker results and increased success.