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Birmingham | Virtual Sessions

Thursday, November 12, 2020 8:30 a.m. - 1:50 p.m. CDT

Lead the way together

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

Now more than ever, leverage the resources and support of your Vistage community to lead the way — together. Join your peers 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.
  • Take crucial time to reflect and rethink.
  • Be empowered by community. You are not in this alone!

Diverse perspectives. Collective wisdom. Shared experience.

Your Vistage Executive Summit | Virtual Sessions is access to 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.

Maybe, you’re feeling overwhelmed. Or, you fear being left behind. Though it can feel lonely at the top, know this — you are not in it alone. Roll up your sleeves and gain actionable new ideas to bring back to your team.

Your leadership journey is unique to you. Join your peers on this day, and consider the mountains you’ll move tomorrow.

Event Speakers

Connor Lokar2020

Program Economist, 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.

Dr. David Cook

Performance Psychology Coach

Greatness: Selfless exceptionalism in a business arena of uncertainty, adversity, and chaos

Dr. David Cook has spent the past three decades coaching the minds of World and National Champions, Olympians, elite performers and Fortune 500 executives. A top peak performance coach and thought leader, David’s presentation will equip you with cutting-edge principles to inspire championship performances in the midst of our challenging world.

Leave informed to harness focus, passion and mental toughness to perform your best when it means the most.

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.


Virtual event

8:30 - 8:40 AM

8:40 - 9:45 AM
Connor Lokar, Guidance in an uncertain economy

9:45 - 10:45 AM
Networking activity

10:45 - 11:25 AM
Anne Petrik, Decision factors to maximize recovery

11:30 AM - 12:30 PM
Virtual breakout session

  • Understanding the Elements of an Upcoming Merger, Acquisition or Corporate Transaction

  • 12:30 - 12:40 PM

    12:40 - 1:45 PM
    David Cook, Greatness: Selfless exceptionalism in a business arena of uncertainty, adversity, and chaos

    1:45 - 1:50 PM
    Closing comments

    *agenda subject to change

    Breakout sessions

    11:30 AM - 12:30 PM

    Understanding the Elements of an Upcoming Merger, Acquisition or Corporate Transaction

    Presenter: Mark Underhill, CPA, CM&AA Sr. Manager BMSS Advisors & CPAs

    • The Transition: Understanding the elements of an upcoming merger, acquisition or corporate transaction
    • Estate Planning: Making wise financial decisions to preserve your short- and long-term goals once your business has been transitioned
    • Managing the Money: Ensuring you have solid financial planning and investment advisement moving forward