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2019 Houston Vistage Executive Summit

Hosted in North Houston Tuesday, May 14, 2019 7:15 a.m. - 3:45 p.m. CST

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 Lokar

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.

Steve Garguilo

Co-Founder, Action Surge

The science of taking action

How many times have you had an idea you were really passionate about? How many times have you waited for the perfect time/environment/circumstances to act on that idea? How many times has that idea vanished into thin air, because the "perfect" opportunity never came? No more. Steve Garguilo will explore the science of what sparks action and what holds people back, and how you can apply it to yourself and your organization to lead for optimal action and accountability. Find your sweet spot on the scale of action inertia and chaos, and leave prepared to start making big ideas happen.



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

Hilton Houston North

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

7:45 – 8:45 AM
Morning Sessions
  • Construction Network
  • Family Business Network
  • Manufacturing Network
  • Take care of your people: An entrepreneur’s journey | Insperity

8:45 – 9:15 AM
Marketplace

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

9:45 – 10:45 AM
Connor Lokar Navigating the crest: Acute insights for improved decision-making

10:45 – 11:15 AM
Break

11:15 – 11:45 AM
Joe Galvin SMB CEO: Decisions, investments and priorities for 2019

11:45 – 12:05 PM
Member Award Winners Spotlight

12:05 – 1:35 PM
Lunch | Afternoon Sessions
  • Preparing today to exit your business in the future
  • Are you running your business or is it running you?
  • Talent optimization: A new discipline for solving your people problems
  • The four core data-driven decisions that increase profits & improve cash flow
  • Q1 2019 Cybersecurity briefing for US businesses: threat vectors and security controls
  • China from all angles: sourcing today’s China & opening markets in China

1:35 – 2:35 PM
Steve Garguilo The science of taking action

2:35 – 2:45 PM
Summary Remarks

2:45 – 3:45 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. Join the Construction Network.

7:45 - 8:45 AM

Morning Session | Networking discussion hosted by the Vistage Family Business Network

The decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session around topics such as succession planning and governance. Forge valuable connections while discussing challenges and best practices with peers who speak your language. Breakfast provided. All attendees welcome. Join the Family Business 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. Join the Manufacturing Network.

7:45 - 8:45 AM

Morning Session | Take care of your people: An entrepreneur’s journey

Presenter: Larry Shaffer , SVP, Marketing & Business Development, Insperity

In 1986 Insperity started with two people, two desks and one phone. Today Insperity has grown into a multibillion dollar company. For Paul Sarvadi, Co-founder and CEO the essence of his entrepreneurial journey was born out of his passion to help his heroes- you, fellow business owners and entrepreneurs. Hear Paul’s journey and lessons learned through the lens of Larry Shaffer. Larry began with Insperity over 20 years ago as a sales representative and has navigated his way through various positions of increasing responsibility into his current role as Senior Vice President, Marketing and Business Development.

12:05 - 1:35 PM

Afternoon Session | China from all angles: sourcing today’s China & opening markets in China

Presenter: Gary Young, Avela Corporation, CEO, Vistage Member

Part 1: What are the implications of the dramatic changes in product sourcing in China to your business?  Have you thought about outsourcing to scale your business? How does China Sourcing allow you to be more competitive? Join our workshop to see how you can profit from modern day China Sourcing. We will be covering:   

  •  Are you a good fit for sourcing in China? 
  • Surviving sourcing supply chain surprises (outsmart Alibaba)
  • Weighing the long- and short-term impacts of the Trade War 

Part 2: With 1.4 billion people, China will soon be the world’s largest consumer market. How are you going to profit in it?

  • New opportunities for medium and large size businesses
  • The anatomy of a China market entry strategy
  • Be nimble, be quick: the importance of feet on the ground

12:05 - 1:35 PM

Afternoon Session | Q1 2019 Cybersecurity Briefing for US Businesses – Threat Vectors and Security Controls

Presenter: Stephen C. Sweeney, President/CEO, Uprite Services, & Caroline Argudo, MSP Partner Manager, Duo Security

Cybersecurity threats continue to accelerate and increasingly target US small and midsize businesses. We will discuss the latest FBI cyber threat bulletins, trends and trajectories, and recommendations for security controls for preventing credentials compromise, breach, and loss.
  • “Human factor is overwhelmed by the necessary level of expertise, number of alerts and especially the pace of innovation in attack tools.” – Radware, 2019
  • “Cyber insider threat actors disrupt networks and steal data, inflicting significant losses to US businesses.” -FBI Cyber Division, 2019
  • Weaponized PDFs on the rise – SonicWALL Capture Labs, 2019

12:05 - 1:35 PM

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

Presenter: Brandon Kinsey, Co-Founder & Chief Talent Optimizer, Kinsey Management, A Certified 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 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 | The CEO's data-driven decision matrix to increase profits using QuickBooks

Presenter: Stephen King, CPA, CGMA, & CEO, GrowthForce

Most Business Owners & CEOs use some kind of KPIs and management reports to measure their business, but which ones really help you make “Data-Driven Decisions” that drive performance, profitability and growth? Join Stephen King CPA CGMA, & CEO of GrowthForce for this revealing break out session! How GrowthForce unleashes the Power of QuickBooks to help Drive Profits:
  • Learn the four core decisions you should focus on to increase profits
  • Know the data and KPIs you need to have at your fingertips
  • See how optimizing your QuickBooks will improve your financial management

12:05 - 1:35 PM

Afternoon Session | Preparing today to exit your business in the future

Presenter: Dave Heymann , Sr. Mergers & Acquisitions Advisor

Years from now, most business owners will be dismayed to learn all of the things that they should have been doing to build value in their business. Far too often, business owners don’t prepare an exit strategy until they are ready to exit and that is too late to learn how to build value. What is the value of the business today and what should owners be doing to increase that value over time? Should I sell in the future or seek a strategic partner now to give me the resources to build the business in the future? Is the value in the future going to be in my P&L or my intangible assets? Dave Heymann, Senior Mergers & Acquisitions Advisor with Generational Group will answer these questions and more:
  • What are the best options OTHER than selling
  • How value is REALLY determined in a business
  • How to enhance the value of your company LONG before exiting

12:05 - 1:35 PM

Afternoon Session | Are you running your business or is it running you?

Presenter: Kurt Schneiber, Clear Horizon Leadership, Vistage Member; Lorie Clements, Springboard Solutions, Vistage Member; Mark Henderson Leary, Mark Henderson Leary, LLC, Vistage Member

Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investment of time and money than they would like. Are the owner or senior level executive who wants to see your business consistently run better and grow faster? Let an introduction to the Six Key Components of a successful business help you simplify, clarify and achieve your vision. Takeaways include a set of simple, practical tools for and your leadership team will use immediately to focus on priorities, get clear on issues, and gain traction together, as a healthier leadership team.

Sponsors





Location

Hilton Houston North
12400 Greenspoint Dr.
North Houston, TX
Get on the fast track to better decisions, quicker results and increased success.