Loading Events

2019 San Francisco/Silicon Valley Vistage Executive Summit

Hosted in San Francisco Thursday, September 26, 2019 7:15 a.m. - 4:15 p.m. PDT

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


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.

Elizabeth Lombardo

Ph.D., Speaker & Concierge Coach

Leadership from the inside out

Every action you take (or don’t take) is the result of your thoughts — what you say to yourself. Based on her bestselling book, “Better Than Perfect: 7 Strategies to Crush Your Inner Critic and Create a Life You Love,” Dr. Elizabeth Lombardo will take you through a formula to mastering mindset and corresponding actions so you can become a better leader in your personal and professional life. By mastering the “3 P’s" (Passion, Purpose and People), you can rewire your brain to boost your leadership performance. Dr. E provides concrete tools to cultivate optimal skills that can be successfully and immediately implemented, even during stressful times.



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

Palace Hotel

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

7:45 - 8:45 AM
Morning Sessions
  • Technology Network
  • Diversity Network
  • Marketing and Media Network
  • Shaping a high-performance culture

  • 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
    Elizabeth Lombardo Leadership from the inside out

    12:05 - 1:35 PM
    Lunch | Afternoon Sessions
  • Earn more & keep more from unclaimed profit and tax efficiencies
  • How to maximize the sale of your business
  • Are you running your business or is it running you?
  • Talent optimization: A new discipline for solving your people problems

  • 1:35 - 3:05 PM
    Connor Lokar Navigating the crest: Acute insights for improved decision-making

    3:05 - 3:15 PM
    Summary Remarks

    3:15 - 4:15 PM
    Reception

    Breakout sessions

    7:45 - 8:45 AM

    Morning Session | Revitalizing business culture through inclusion and equality hosted by the Vistage Diversity Network

    Today’s most successful business leaders have realized that a diverse workforce positively impacts their bottom line. Diversity broadens a company’s knowledge base and is essential for an inclusive, forward-thinking corporate culture. Join local business leaders for a candid discussion of diversity. What is your company doing to encourage diverse talent to thrive, no matter who they are or where they come from? What has been your biggest win? How has this best practice directly benefited your business? Forge valuable connections, gain inspiration and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation now: Join the Diversity Network.

    7:45 - 8:45 AM

    Morning Session | Networking discussion hosted by the Vistage Marketing & Media Network

    From strategy to social, the world of marketing and media is evolving, exciting — and challenging. Join us for a morning networking discussion to connect with other local marketing leaders. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation now: Join the Marketing and Media 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 | Shaping a high-performance culture

    Presenter: Margaret "Magi" Graziano, Chief Evangelist, KeenAlignment, Vistage Member

    The number one driver of employee engagement is strengthened when employees feel connected to the purpose and mission of the organization. Organizations that invest in shaping a constructive culture outperform companies that do not by 202%. (Gallup Poll) The number one driver of employee engagement is strengthened when employees feel connected to the purpose and mission of the organization. Organizations that invest in shaping a constructive culture outperform companies that do not by 202%. (Gallup Poll)

    Take-Aways:

    • Insights into what it takes to lead a high-performance culture.
    • Building blocks for aligning strategy, people and culture.
    • Practical approach to shaping a constructive corporate culture and a Best Place to Work.

    12:05 - 1:35 PM

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

    Presenter: John Bowser, Director, Performance PI

    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 | 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

    12:05 - 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 | Are you running your business or is it running you?

    Presenter: Anastasia Toomey, founder Front Porch Consulting and Ben Snyder, founder Bizexe, Vistage TA Members

    If you would you like to be more in control of your organization, you’re not alone. As thousands of entrepreneurs have discovered, the key to faster growth, bigger profits, more loyal customers and fewer frustrations is the Entrepreneurial Operating System™ (EOS). EOS is a comprehensive business system with a proven process and real, simple, practical tools. Implementing EOS enables companies to achieve greater Vision, Traction and Organizational Health.

    • Vision by getting your leaders 100% on the same page regarding where your organization is going and how it is going to get there.
    • Traction by helping your leaders become more disciplined and accountable.
    • Organizational Health by allowing your leaders to become a healthy, functional, cohesive leadership team.

    Sponsors






    Location

    Palace Hotel
    2 New Montgomery St.
    San Francisco, CA
    Get on the fast track to better decisions, quicker results and increased success.