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2019 Orange County Vistage Executive Summit

Hosted in Anaheim Wednesday, September 4, 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 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


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.


Robyn Benincasa

World Champion Adventure Racer and best-selling author

Building world-class teams: The essential elements of extreme team performance

What do the world’s most successful teams have in common? Human Synergy — the magic that allows groups of ordinary people to accomplish extraordinary things. Achieving at peak levels isn’t only about reaching UP and trying harder as an individual, but reaching OUT and sharing strengths, talents and challenges with a world-class team. CNN Hero Robyn Benincasa will take you on a fast-paced multimedia adventure, imparting skills to inspire your teams to adapt, overcome and win as ONE against all odds. Leave empowered to connect deeply to others to accelerate your success to the next level.



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

Anaheim Marriott

7:15 - 9:00 AM
Registration | Breakfast | Marketplace

7:30 - 8:30 AM
Morning Sessions
  • Family Business Network
  • Manufacturing Network
  • General Vistage Networks
  • Growth through M&A and innovation
  • Take care of your people: An entrepreneur’s journey
  • What is the market value of your business?

  • 8:30 - 9:00 AM
    Marketplace

    9:00 - 9:30 AM
    General Session | Networking Activity

    9:30 - 10:00 AM
    Joe Galvin CEO decision factors

    10:00 - 10:30 AM
    Break

    10:30 AM - 12:00 PM
    Dr. Alan Beaulieu Winds of change

    12:00 - 1:30 PM
    Lunch | Afternoon Sessions
  • SUCCESS – Where planning and opportunity meet
  • Talent optimization: A new discipline for solving your people problems
  • Earn more & keep more from unclaimed profit and tax efficiencies
  • Traction & the entrepreneurial operating system – NO hype – Learn from fellow Vistage members
  • ESOPs as an exit plan

  • 1:30 – 1:50 PM
    Member Excellence Awards spotlight

    1:50 - 2:50 PM
    Robyn Benincasa Building world-class teams: The essential elements of extreme team performance

    2:50 - 3:00 PM
    Summary Remarks

    3:00 - 4:00 PM
    Reception

    Breakout sessions

    7:30 - 8:30 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. Start the conversation now: Join the Family Business Network.

    7:30 - 8:30 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.

    7:30 - 8:30 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.

    7:30 - 8:30 AM

    Morning Session | Growth through M&A and innovation

    Presenter: David Krajanowski, CPA, Partner, SingerLewak

    Growing a business exponentially requires a clear strategic and synergistic plan. One of those synergies involves M&A and staying at the forefront of innovative ideas and processes. At this session we will discuss the pillars of best practices for winning results.

    7:30 - 8:30 AM

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

    Presenter: Sarah Grimstead, Regional Vice President, Sales at Insperity

    Take care of your people. Get that part of the business right and everything else will fall into place,” Paul Sarvadi. 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 Sarah Grimstead. Sarah began with Insperity over 20 years ago as an Orientation Representative and has navigated her way through various positions of increasing responsibility into his current role as Vice President of Sales Development.
    • The Power of Culture by Design
    • Insperity’s unique business challenges and unique results
    • How to think more systematic and strategic
    • The CEO’s role is to paint the picture

    7:30 - 8:30 AM

    Morning Session | What is the market value of your business?

    Presenter: Patrick Ringland, Principal & Managing Director, Brian Murphy, President & Managing Director, Meridian Capital

    Patrick Ringland and Brian Murphy of Meridian Capital will explain how the market assesses and values businesses in the middle market. Find out:
    • How current market trends can impact the timing to sell
    • The way buyers and investors will view your company
    Take away:
    • Key learnings that will help you maximize the value of your business
    • How to build a plan for a potential transition

    12:00 - 1:30 PM

    Afternoon Session | SUCCESS – Where planning and opportunity meet

    Presenter: Andrew Tanner, Managing Director, 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

    12:00 - 1:30 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.

    12:00 - 1:30 PM

    Afternoon Session | Traction & the entrepreneurial operating system – NO hype – Learn from fellow Vistage members

    Presenter: Bill Wagner, CEO, Accord Management Systems and Dione Spiteri, Certified EOS Implementer, Max Tracion, LLC

    The best of California EOS Implementers offer EOS, The Entrepreneurial Operating System. Often known as TRACTION, EOS is the # 1 system being implemented by Entrepreneurs worldwide. As of today, there have been more than 32,750 Sessions worldwide. Vision, Traction, Healthy sounds simple, but is rarely easy. This moderated session will provide first-hand knowledge from Vistage members that are running their companies on EOS.
    • Learn about elevating yourself to a true Visionary role and the benefits.
    • Learn how to create a true Accountable organization.
    • Learn how to get the right people in the right seats.
    • Learn how to become strong in SIX key areas of business… Guaranteed

    12:00 - 1:30 PM

    Afternoon Session | Earn more & keep more from unclaimed profit and tax efficiencies

    Presenter: Eric McDermott, Managing Partner of Pacific Advisors, Vistage Speaker

    What if you could locate the significant unclaimed profit sitting, unseen, on your financial statements and take action to reclaim it? What if there were ways to take money that might otherwise go to taxes and instead direct it back to growing your business or impacting your personal net worth? Join us for actionable insights into your company's financial and tax performance to:
    • Make more confident business decisions
    • Directly impact business profit, cash flow, and enterprise value
    • Keep more of what you earn

    12:00 - 1:30 PM

    Afternoon Session | ESOPs as an exit plan

    Presenter: Leslie Lauer, Managing Director of The ESOP Group of UBS, Family Office Consultant, Vistage Member and Greg Fresh, Managing Director, Head of Corporate Finance, Chartwell Financial Advisory

    This presentation will cover various strategic options a private business owner may explore in obtaining succession and liquidity goals. The ESOP Transaction alternative will be compared to the private equity recap, dividend recap and the outright strategic sale options.

    Sponsors






    Location

    Anaheim Marriott
    700 West Convention Way
    Anaheim, CA
    Get on the fast track to better decisions, quicker results and increased success.