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2019 Wisconsin Vistage Executive Summit

Hosted in Milwaukee Wednesday, April 10, 2019 7:15 a.m. - 4:10 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

Brian Beaulieu

CEO, 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? Brian Beaulieu, CEO 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.

Leonard Brody

Global futurist and bestselling author

The great rewrite

We are living in a unique moment in history, with revolutionary change occurring at a frenzied pace. This massive scale of disruption has left organizations struggling to engage consumers and employees — and stay relevant. Those that learn to adapt, and allow themselves to be “rewritten” for the modern day, will survive and prosper. Those that do not will collapse. In his presentation, Leonard Brody will explain how to deal with the questions the future holds, and how organizations can harness the uncertainty they’re faced with and turn it into excitement, innovation and success.

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.


Wisconsin Center

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

7:45 - 8:45 AM
Morning Sessions
  • Manufacturing Network
  • Family Business Network
  • General Networking
  • Stay in your lane! Being the CEO, Owner and Board Member of a privately held business. | Coughlin Capital

8:45 - 9:15 AM

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

9:45 - 10:45 AM
Leonard Brody The great rewrite

10:45 AM - 11:15 AM

11:15 - 11:45 PM
Joe Galvin SMB CEO: Decisions, Investments and Growth Levers for 2019

11:45 - 12:05 PM
Member Spotlight

12:05 - 1:35 PM
Lunch | Afternoon Sessions
  • SOLD: Where Planning and Opportunity Meet | U.S. Trust
  • Preparing today to exit your business in the future | Generational Group

1:35 - 3:00 PM
Brian Beaulieu Shifting gears and looking ahead

3:00 - 3:10 PM
Summary Remarks

3:10 - 4:10 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 | 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 | Stay in your lane! Being the CEO, Owner and Board Member of a privately held business.

Presenter: Kevin Coughlin, Managing Partner, Coughlin Capital and Fran Coughlin, Partner, Coughlin Capital

Business owner operators wear many hats… CEO, Board Member, Shareholder.  This session will discuss how to develop an organization that will allow you to move away from the day to day operations, yet continue to monetize the value of your business without selling it.  In doing so we will:
  • Discuss establishing a clear corporate governance process that allows you to empower your executive management team without losing control of your organization.
  • Clearly define the roles and responsibilities of shareholder, board member and Management Team.
  • Explain how this will increase the return on your business, sale or not.

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 | SOLD: Where planning and opportunity meet

Presenter: Executives from U.S. Trust

Whether a change in ownership is planned, unplanned or a matter of chance, the time for you to prepare your company — and yourself — is now. Succession planning should be an ongoing part of running a business, not something that’s done only once the path forward has been chosen (or chosen for you). This session will provide tools you can take now to help be better prepared for when you finally decide to step away from your company:
  • 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 relate to your personal priorities
  • Actions to take today to help you prepare your company and yourself



Wisconsin Center
400 W Wisconsin Ave
Milwaukee, WI
Get on the fast track to better decisions, quicker results and increased success.