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San Francisco/San Jose | Virtual Sessions

Friday, September 25, 2020 8:30 a.m. - 1:30 p.m. PST

Event Overview

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For post-event recordings and takeaways from keynote speakers and breakout sessions, Vistage members click here.

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

Joe Galvin

Chief Research Officer, 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.

Nancy Giordano

Strategic Futurist & Global Keynote Speaker, Play Big Inc.

The four pandemic awakenings shaping our future

What new business models can you put in context of your own business, right now? In her presentation, futurist Nancy Giordano will provide a strategic download to elevate your survive and thrive modes. Explore how COVID-19 is impacting SMBs, and leave with targeted hacks to navigate present challenges and design your future for seizing opportunity.



8:30 - 8:45 AM
Welcome remarks

8:45 - 9:50 AM
Alex Chausovsky, Guidance in an uncertain economy

9:50 - 10:25 AM
Networking Activity

10:25 - 11:05 AM
Joe Galvin, Decision factors to maximize recovery

11:00 - 11:20 AM

11:20 - 12:20 PM
Virtual Breakout Sessions

  • 7 lessons from Ironman triathlons to make your wealth & life success easier
  • Back to basics: How EOS® can help you rebound in hard times
  • COVID-19 workplace discrimination & reasonable accommodations—challenges, strategies and concerns
  • Leading through change
  • Business as unusual - Financial insights for unexpected times
  • Believe it or not, your company may be worth more now than ever!

12:20 - 1:25 PM
Nancy Giordano, The four pandemic awakenings shaping our future

1:25 - 1:30 PM
Closing comments

*agenda subject to change

Breakout sessions

11:20 AM -12:20 PM

7 lessons from Ironman triathlons to make your wealth & life success easier

Presenter: Gregory Patterson, CEO, The Advisory Group, Vistage member, Team USA triathlete

Life is an endurance event: What if the right clarity, plan and support made your impossible personal life/wealth, business/employee, and community goals possible?

  • How learnings from an Ironman triathlon journey to qualify for the Ironman World Championships can help your own goals.
  • How clarity, a plan, getting the right help, and challenging limiting beliefs can lead to breakthroughs for you and the people you care most about.
  • If you are committed and coachable, the limits are few.

11:20 AM -12:20 PM

Back to basics: How EOS® can help you rebound in hard times

Presenter: Anastasia Toomey, Certieified EOS® Implementer, Front Porch Consulting and Paul Leroue, Professional EOS® Implementer, Wipfli

Whether you are an owner, CEO, or a member of the leadership team, what can you contribute in order for your company to move forward? How do we get “Back to Basics”? What is the rigor and structure we put behind a business to keep it on track, to get it back on track, or to move it forward? Discover the Entrepreneurial Operating System® toolbox and how to use it during tough times.

11:20 AM -12:20 PM

Business as unusual - Financial insights for unexpected times

Presenter: Eric McDermott, CFP®, ChFC®, Managing Equity Partner, Pacific Advisors

What financial moves can you still make, when it seems like most of the moves are being taken away? As seasoned Vistage speakers, we’ve set aside all our typical financial strategies, to craft an entirely new presentation just for business owners managing through these most unusual of times. In the past days alone, we have led webinars for thousands of business owners to:
  • Help them understand the stimulus package
  • Reimagine their business models
  • Examine cash flow tactics
  • Provide financial insights to help make ends meet
  • And even take market share.
Join us for a one-of-a-kind session of new financial insights along with multiple ways to take action now. For more information visit pacificadvisors.com.

11:20 AM -12:20 PM

Leading through change

Presenter: John Bowser - Director - Performance PI

Leading Through Change addresses two of the most critical parts of a business during a period of organizational change: strategy and workforce. Re-aligning business priorities, workforce, or both is an acute reality for many and the stakes are high. Powerful emotions are at play when your leadership is needed most. But where do you start?

11:20 AM -12:20 PM

COVID-19 workplace discrimination & reasonable accommodations—challenges, strategies and concerns

Presenter: Dr. Cindy Larson DeMarco & Denise Rubio, Insperity

The COVID-19 pandemic has affected industries and workplaces all across this country. And, while we navigate through these ever-changing guidelines, along with understanding and applying new and existing laws, we must remember employees are still protected against discrimination and other work-related misconduct.

Please join us for this insightful webinar that will discuss the challenges and strategies around increased concern over workplace discrimination and confusion over the application of reasonable accommodations in the workplace.

11:20 AM -12:20 PM

Believe it or not, your company may be worth more now than ever!

Presenter: Bob Hild, Chairman and CEO, ACT Capital Advisors

2020 has been a challenging year for everyone. Were you considering selling your business at the beginning of 2020 but are now waiting for better times? It’s possible the value of your business could be at its highest at this moment in time. Bob Hild, ACT Capital Advisors Chairman and CEO will discuss the current state of M&A and why buyers may pay a premium for your company right now.