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2019 Minneapolis/St. Paul Vistage Executive Summit

Wednesday, September 25, 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

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.

John O'Leary

Best-selling author

The 7 choices to ignite a radically inspired life

John O’Leary asks the question: What would your impact and output look like if you lived a radically inspired life, every single day? Living radically inspired means you learn from past mistakes, rise above challenges and thrive — no matter the circumstances. It means, you choose how inflection points (moments in time that change everything that follows) affect you. Start owning your wins and failures to truly celebrate your outcomes. Learn how to adopt a victor-mindset to instill accountability in yourself and your team, and achieve unbridled success. Your choices can transform your life and business.

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.


Hilton Minneapolis

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

7:45 - 8:45 AM
Morning Sessions
  • Family Business Network
  • Manufacturing Network
  • Better decisions faster with real-time financial data + forward-looking KPI dashboards
  • Maximize employee engagement and improve business results
  • Key Strategies and Tactics to Attract, Select and Retain Top Talent

  • 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 Awards Spotlight

    10:35 - 11:05 AM

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

    12:05 - 1:35 PM
    Lunch | Afternoon Sessions
  • SUCCESS – Where planning and opportunity meet
  • "What I wish I would have known." Vistage member experiences of successful company exits
  • Strategic executive succession
  • Is your sales organization healthy? Key Metrics to Let You Know
  • How to maximize the sale of your business

  • 1:35 - 2:35 PM
    John O'Leary The 7 choices to ignite a radically inspired life

    2:35 - 2:45 PM
    Summary Remarks

    2:45 - 3:45 PM

    Breakout sessions

    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.

    7:45 - 8:45 AM

    Morning Session | Better decisions faster with real-time financial data + forward-looking KPI dashboards

    Presenter: Sean Boland, CPA, Managing Principal and Jon Cassens, CPA Principal | Business Services, DS+B

    CEOs, business owners and executives need to rapidly adapt to change, goals, budgets and revenue trends. Key Performance Indicator (KPI) dashboards, powered by up-to-date financial data, enable you to focus your attention on what matters most. In this presentation, we will show you:

    • Why new technology is replacing “rearview mirror” financial reporting and inefficient in-house accounting processes.
    • What are the “must have” KPI dashboards for data-driven decisions, such as increasing profit, improving cash flow, or focusing your business strategy.
    • How to get started, and how to get the most out of your staff, outside advisors and software.

    7:45 - 8:45 AM

    Morning 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.

    7:45 - 8:45 AM

    Morning Session | Key Strategies and Tactics to Attract, Select and Retain Top Talent

    Presenter: Scott Peterson, Sr. Practice Director and Steve Yakesh, Executive Vice President, Versique

    Steve Yakesh and Scott Peterson will be discussing proven strategies and tactics to assist your company when attracting, selecting and retaining top talent for your organization.

    12:05 - 1:35 PM

    Afternoon Session | How to maximize the sale of your business

    Presenter: Robert Hild, Chairman and CEO, ACT Capital Advisors

    You are in control of your business and its ultimate success. Success can be measured in a number of ways, not all of them are financial. In the end, every owner wants to maximize their exit. Bob Hild, Chairman and CEO of ACT Capital Advisors, a national M&A advisory firm, will present what today’s buyers are looking for in an acquisition target. In this Session, Bob will cover the following – and more:

    • What creates value from the buyer’s perspective.
    • How a properly run M&A process can add value.
    • Different deal structures that can maximize your exit.
    • Non-financial considerations can be more important.

    12:05 - 1:35 PM

    Afternoon Session | Is your sales organization healthy? Key metrics to let you know

    Presenter: Gary Braun, Partner, Pivotal Advisors

    Understanding whether you have a solid sales organization is not as easy as looking at top line growth and profitability. You could be growing, but becoming more dependent on current clients. You could be hitting targets, but too concentrated on two to three select reps.

    This session will introduce the pH Score, a measurement of a healthy sales organization using a combination of financial, effectiveness and diversity measures. We will outline the purpose, the specific metrics and output and examples of how to interpret your score.

    12:05 - 1:35 PM

    Afternoon Session | SUCCESS – Where planning and opportunity meet

    Presenter: Executive from Bank of America Private Bank

    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 | "What I wish I would have known." Vistage member experiences of successful company exits

    Presenter: Sharon Bloodworth , CEO, White Oaks Wealth Advisors, Inc.

    Get the invaluable, conflict-free, inside track from members who have sold or transitioned their companies.

    12:05 - 1:35 pm

    Afternoon Session | Strategic executive succession

    Presenter: Steven Salmi, PhD, LP , Founder & CEO, Corporate Psychologists

    Your legacy matters. When you sell or exit your business, people will remember how well you prepared your organization for what comes next. Workshop takeaways will include:

    • A strategic action framework for maximizing business and personal momentum and ensuring your organization thrives when leadership changes.
    • Talent management insights for selecting and onboarding your successor.
    • A free copy of Steve’s new hardcover book, Strategic Executive Succession: Achieve the Best for Your Company, Your Customers, and Your Future.

    This workshop taps Steve Salmi’s two decades of experience coaching organizational founders, owners, and CEOs to their next great act.



    Hilton Minneapolis
    1001 Marquette Ave. South
    Minneapolis, MN
    Get on the fast track to better decisions, quicker results and increased success.