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2019 Seattle Vistage Executive Summit

Hosted in Renton Thursday, May 9, 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 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.

Dr. David Cook

Performance Psychology Coach

The mindset of a champion

Where are you heading? How badly do you want to get there? Are you prepared for hardship along the way? These are the non-negotiable questions of a champion. Calm waters aren’t where championships are won. The mark of true success is reaching your potential amidst adversity and the unpredictable interference of today's business arena. Dr. David Cook will guide you on a performance-altering journey, backed by decades of coaching the elite in business, sport and life. Using the pillars of focus, passion and mental toughness, David will equip you to perform your best when it means the most.



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.


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

7:45 - 8:45 AM
Morning Sessions
  • Construction Network
  • Family Business Network
  • General Networking Session
  • Transformational recruiting and talent spotting | LEAP
  • Are you IT aware? | SisAdmin
  • What is the market value of your business? | Meridian Capital

8:45 - 9:15 AM
Marketplace

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

9:45 - 10:15 AM
Joe Galvin SMB CEO: Decisions, investments and priorities for 2019

10:15 – 10:35 AM
Member Award Winners Spotlight

10:35 AM - 11:05 AM
Break

11:05 - 12:05 PM
Connor Lokar Navigating the crest: Acute insights for improved decision-making

12:05 - 1:35 PM
Lunch | Afternoon Sessions
  • Reduce and eliminate capital gains taxes: The opportunity zone opportunity | Berntson Porter & Company
  • Preparing today to exit your business in the future | Generational Group
  • The essential pillars to successful digital transformation | Bilberrry
  • Talent optimization: A new discipline for solving your people problems | Performance PI

1:35 - 2:35 PM
Dr. David Cook The mindset of a champion

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

No one understands your industry better than a peer who is also in it. Join us for an interactive morning networking session to meet other leaders in the local construction industry. Make new, strategic connections and share insights about what impacts your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Construction Network.

7:45 - 8:45 AM

Morning Session | Networking discussion hosted by the Vistage 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 | 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. Join Networks.

7:45 - 8:45 AM

Morning Session | Are you IT aware?

Presenter: Mary Burris, CEO, SisAdmin, LLC

Mary will challenge your thinking on how you view technology. You will answer a series of “Do you know..?” questions, which will result in a different way to look at your technology infrastructure, as well as initiatives that will improve your technology roadmap:
  • Uncover how you, truly, view technology and how this impacts your business goals.
  • Evaluate and rethink how you invest in technology.
  • Help you find better ways to utilize technology to mitigate risk to your business.

7:45 - 8:45 AM

Morning Session | Transformational recruiting and talent spotting

Presenter: Kim Leifsen, Workforce Strategist & LEAP® Leadership Development Coach and Program Manager, LEAP

As we experience low unemployment rates, the war for talent is the worst we have ever seen. How do you spot talent? What does potential mean to you? In addition to her own experience, local Workforce Strategist Kim Leifsen will be drawing on Harvard Business Review’s article “21st-Century Talent Spotting”. The author’s research reveals a fundamental change in how companies should think about talent. In this session, you will learn:
  • Why what we’re doing isn’t working anymore.
  • Why hiring for POTENTIAL is more important than skills and competencies.
  • New Ideas to change your recruiting from transaction to transformation.

7:45 - 8:45 AM

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

Presenter: Patrick Ringland, Principal & Managing Director, Meridian Capital and 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

12:05 - 1:35 PM

Afternoon Session | The essential pillars to successful digital transformation

Presenter: Adam Brazg, Bilberrry, CEO

Established organizations in non-digital centric industries will continue to see increased competition from younger, more digital-centric companies. Learn more about why Digital Transformation is key to future success and how to foster an agile culture of innovation to stay relevant and capture new opportunities in the digital era. In this session, you will learn:
  • What Digital Transformation is and why it is important
  • How to develop a roadmap that reflects the right digital priorities
  • How to improve execution on your digital initiatives
  • The importance of cross functional collaboration

12:05 - 1:35 PM

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

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group

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 | Reduce and eliminate capital gains taxes: The opportunity zone opportunity

Presenter: Members of BP’s Tax Team and guest Financial Advisor

Tax Reform has created a once-in-a-lifetime opportunity to defer and eliminate capital gain taxes. With the help of state governors around the country, certain low-income areas have been designated as “Opportunity Zones” (OZs) with the intent of driving investment into these economically challenged areas. The result: The reinvestment of any capital gain into these specified OZs allows taxpayers to defer and eliminate taxes. Sound too good to be true? It’s not, but key requirements must be met. Join us for this informative workshop where we’ll highlight how you can take advantage of OZs – either as an investor or fund creator.

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 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.

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Get on the fast track to better decisions, quicker results and increased success.