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Atlanta | Virtual Sessions

Wednesday, August 26, 2020 8:30 a.m. - 3:00 p.m. EDT

Event Overview

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**IMPORTANT EVENT UPDATE**

To bring timely, actionable data and insights, the Vistage Executive Summit will be presented as live, online Virtual Sessions with keynote speakers.

These are unprecedented times. Now more than ever, leverage the resources and support of the Vistage community to lead the way — together. The coronavirus precludes the event from meeting in person this year. Join us for a unique Summit experience from the comfort and safety of your own home.

This online event is an opportunity to:

  • Gain targeted insights and data about current events — and learn what it all means for your business.
  • Get informed to lead with confidence.
  • Step back for a morning and re-energize.
  • Be empowered by community. You are not in this alone!

Lead the way together


Log in to your Vistage Executive Summit | Virtual Sessions to access targeted insights, data and tools from sources you can trust, on the issues keeping you up at night. Highlights of the program will include a market-specific economic update with opportunity for Q&A, and Vistage Research applying a coronavirus crisis lens to 2020 priorities. Explore below for complete keynote details!


Event Speakers


Anne Petrik

Sr. Director of Research, Vistage Worldwide, Inc.

Decision factors to maximize recovery

The latest insights from Vistage research will help you understand the key factors you must consider as part of your decision-making in these uncertain times. Expand your perspectives and inform strategic decisions on how to best manage customers, talent, finances and operations, and ultimately ensure your business is well-positioned for future success.


Alex Chausovsky

Director of Speaking Services, ITR Economics

Guidance in an uncertain economy

Never has it been more critical for you to have clear, impartial and data-driven perspective on how factors such as COVID-19 and oil price volatility will impact the economy moving forward, and what you should be doing in response. This session from ITR Economics will help you determine the best course of action for the most important part of the economy — you and your business. ITR will cut through the noise to present its expectation of the human and business impact of these black swan events. Additionally they will:

    1. Look at a system of leading indicators proven to signal cyclical turns in the economy and markets.
    2. Present the outlook for the market segments most important to your industry.
    3. Assess interest rate and other financial market trends, including the latest information on stock market performance.
    4. Consider your 3, 5 and 7-year planning needs, and talk about preparing for challenges and opportunities in the 2020s.


Ross Bernstein

Best-selling author and speaker

The champion’s code: From the sports world to the business world

How do you unlock the DNA of a champion?

Certain teams win consistently, while others don't. In his presentation, Ross Bernstein will explain why. When Ross interviewed more than 1,000 champion pro athletes and coaches, a critical trend emerged. He found the DNA of a champion in sports, runs parallel to that of a peak performer in business. Drawing from such themes as the “good to great” concept of how top companies separate from the pack, Ross will share best practices to overcome disruption, build stronger relationships, create a culture of excellence — and more.


Vice Admiral Bob Harward

Chief Executive, Lockheed Martin Middle East

The gouge: A leadership imperative

Tricks of the trade. Secrets to getting the job done. The skinny.

In the Navy, it’s called “the gouge”— and it’s what you live by. The gouge is a Navy tradition that establishes culture and processes to ensure every team member is smarter than any given situation.

A Navy SEAL for 40 years, Adm. Bob Harward will draw upon his experience to illustrate how powerful a tool the gouge is, and why it is imperative to include in your thinking and your organization. Leave informed to instill culture and purpose that empowers your organization to reach its full potential. More specifically:

  • Gain tools to promote and take care of your people.
  • Learn the type of leadership this requires.
  • Know how to select and assess your team.


Agenda

Virtual event

8:30 - 8:45 AM
Welcome remarks

8:45- 9:45 AM
Alex Chausovsky, Guidance in an uncertain economy

9:45 - 10:20 AM
Speed Networking (1:1)

10:20 - 11:00 AM
Anne Petrik, Decision factors to maximize recovery

11:00 - 12:00 PM
Virtual Breakout Sessions

  • Nine steps towards an unlimited life
  • Navigating business interruption: Why change is necessary
  • Should I grow my business or sell it? ESOP: a Tax-Advantaged Liquidity Alternative

12:00 - 12:20 PM
Break

12:20 - 1:25 PM
Vice Admiral Bob Harward, The gouge

1:25 - 2:25 PM
Ross Bernstein, The champion’s code: From the sports world to the business world

2:25 - 2:30 PM
Closing remarks

2:30 - 3:00 PM
Speed Networking (1:1)

Breakout sessions

11:00 AM - 12:00 PM

Nine steps towards an unlimited life

Presenter: John Asher, CEO, Asher Longevity Institute

John Asher will describe a clear roadmap for Living a MUCH longer and Much higher quality of life, free of disease. He will show the four principle causes of aging at the cellular levels and how to stop them. He will provide antiaging protocols for sleeping, eating, exercise, a healthy gut microbiome, supplements and fasting. He will show the benefits of a few previously FDA approved drugs with an off-label benefit for longevity. John practices what he preaches. He is stronger and in better shape than when he played football in college. Participants will walk away with a clear roadmap.

11:00 AM - 12:00 PM

Navigating business interruption: Why change is necessary

Presenter: Executive with Insperity

This discussion will entail how business interruption, whether caused due to a global pandemic or your own company crisis, can be viewed from three different yet connected angles: Leading with Resiliency, Innovation Out of Change, and Culture of Employee Involvement. Reflecting on ideas and practices on an organization’s current and future foundations, especially its people— we will take a deeper look into the challenges and strategies on best navigating business interruption through the lens of how unexpected change can be the necessary component to an organization’s innovation and growth. We will also discuss the shift in prioritization for many businesses as they strive to bring their employees back— more productive, engaged, and with a high morale than before. Let us know what questions you would like us to help you with!

11:00 AM - 12:00 PM

Should I grow my business or sell it?

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

Many owners treat their business as if it is how they earn a living, or as their passion, or profession. The business itself is an investment, a financial asset. Wise investors know financial assets need to either be grown or be sold. Often owners don’t know how to grow a business INTENTIONALLY vs. OPPORTUNISTICALLY. When it comes to value, we always have an idea what our home and our stocks are worth but many owners have the wrong idea about the value of their business. During this session attendees will learn how a business is actually valued by buyers and what forces drive value up or down. We will also discuss the CORRECT way to grow a business INTENTIONALLY so that the return justifies the risk of owning a privately-held business.

11:00 AM - 12:00 PM

ESOP: a Tax-Advantaged Liquidity Alternative

Presenter: Lawrence Kaplan, Founder & Managing Partner, CSG Partners

Did you know you can partially or completely sell your private company – and still maintain a upside and meaningful role – while securing tax benefits for both yourself and your company? Consider the liquidity, diversification, and legacy-building advantages of an employee stock ownership plan (ESOP). This presentation from CSG Partners will cover key practical and strategic concepts behind ESOPs, review critical tax implications, and demystify the notion of an employee trust.

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