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Chicago

Hosted in Rosemont Thursday, March 26, 2020 7:15 a.m. - 5:25 p.m.

Event Overview

Lead the way together.

You are the pioneers of your time. Innovating. Riding the wave of disruption. Being the disruptors. When you think you’ve found a foothold, things change. And yet — you still lead fearlessly.

You are here, because the best is not enough. You know what you’re capable of, and your peers support you. You are leading the way — together. With an impact that resonates from business, to community, to the world.

Diverse perspectives. Collective wisdom. Shared experience.

Your Vistage Executive Summit is a day to gather with peers who uniquely understand your triumphs and challenges. From cutting-edge speakers, to hot-button breakout sessions. It’s an opportunity to step away from the minutiae of the day-to-day to work on your business, rather than just in it.

Think of it as a synergy of the resources you leverage all year.

Lend your voice to a conversation incomplete without your insights.

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


John O'Leary

Best-selling author

The 7 choices to ignite a radically inspired life

John O’Leary asks the question: What would your impact and output look like if you lived a radically inspired life, every single day? Living radically inspired means you learn from past mistakes, rise above challenges and thrive — no matter the circumstances. It means, you choose how inflection points (moments in time that change everything that follows) affect you. Start owning your wins and failures to truly celebrate your outcomes. Learn how to adopt a victor-mindset to instill accountability in yourself and your team, and achieve unbridled success. Your choices can transform your life and business.


Brian Beaulieu

CEO, ITR Economics

Planning with optimism

The last two years have provided for many headlines. Did those headlines help — or hinder — your business? Presidential politics are fascinating. This presentation will explore their impact on the near-term economy, and what those politics will do to our forecast and your world. ITR Economics’ job is to determine the best course of action for the most important part of the economy — you and your business. Join us to:

  • Discuss sectors of the economy that will provide the best opportunities in 2022 and into 2023.
  • Strategize for 3, 5 and 7-year planning.
  • Decipher and prepare for the 2020s.


Jack Uldrich

Global futurist and bestselling author

The Big AHA: How to future-proof your business against tomorrow’s trends, today

In his presentation, Jack Uldrich will decipher the complexity of change. Beginning with the 12 trends business leaders must be aware of, and sharing how each will transform every facet of business, Jack will explore humility as a means of embracing the new. He will provide concrete actions and specific decision-making questions all leaders must ask themselves today, to create a successful tomorrow. According to Jack, the future is incredibly bright. To capture its full potential, a healthy belief in the “impossible” is necessary. Leave with frameworks to translate belief into action in your organization.


Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

Vistage Research perspective: Preparing for prosperity

As the economic slowdown moderates, now is the time for CEOs to prepare for the next wave of growth. Learn what the latest data from Vistage reveals about top-performing CEOs' big decisions, major investments and the critical decision factors that fuel growth and will prepare their organization to capitalize on the rising business cycle in the year ahead.


Agenda

Hyatt Regency O’Hare Chicago

7:15 - 9:00 AM
Registration | Breakfast | Marketplace

7:30 - 8:30 AM
Morning Breakout Sessions
  • Back to the 80’s: Leveraging an 80/20 mindset to optimize growth and decision making in 2020
  • Money Mirages: The Seven Deadly Sins and Behavioral Finance
  • Unlocking Corporate Culture Success - 3 Keys To Creating a Best Place To Work
  • Vistage Networks
  • Vistage Manufacturing Network
  • Vistage Family Business Network

  • 8:30 - 9:00 AM
    Marketplace

    9:00 - 9:15 AM
    General Session | Welcome Remarks

    9:15 - 10:15 AM
    Jack Uldrich, The big AHA: How to future-proof your business against tomorrow’s trends, today

    10:15 – 10:30 AM
    Member Spotlight | Impact Award

    10:30 - 10:50 AM
    Break

    10:50 - 11:05 AM
    Member Spotlight | Leadership Award

    11:05 - 11:20 AM
    General Session | Networking Activity

    11:20 - 11:55 AM
    Joe Galvin, Vistage Research perspective: Preparing for prosperity

    11:55 - 1:25 PM
    Lunch | Afternoon Breakout Sessions
  • Building value for a future exit
  • Nine Core Strategies for Business Growth
  • Using neuroscience principles to “Wake Up” the buyer’s emotional brain, and shorten sales cycles

  • 1:25 - 1:40 PM
    Member Spotlight | Lifetime Achievement Award

    1:40 - 2:40 PM
    John O'Leary, The 7 choices to ignite a radically inspired life

    2:40 - 3:00 PM
    Break

    3:00 - 4:15 PM
    Brian Beaulieu, Planning with Optimism

    4:15 - 4:25 PM
    Closing Comments

    4:25 - 5:25 PM
    Reception

    Breakout sessions

    7:30 - 8:30 AM

    Morning Breakout | Back to the 80’s: Leveraging an 80/20 mindset to optimize growth and decision making in 2020

    Presenter: Dave Bemoras, BDO, 80/20 Practice Strategic Advisor and former CEO of CSC ($1B division of Wesco)

    The 80/20 (Pareto) platform, based on the principle that 80% of your results comes from 20% of your efforts, provides organizations with solutions to achieve profitable growth. In this session, we will unpack the foundations of 80/20 which includes:

    • Drive profitable sales in your organization, including treating your best customers differently and evaluating profitability
    • Identify ways to retain your best employees
    • Utilize KPIs and data to enable effective business decision making in various aspects of your business, including your digital transformation journey and operations.

    7:30 - 8:30 AM

    Morning Breakout | Money Mirages: The Seven Deadly Sins and Behavioral Finance

    Presenter: Adam Stock and Josh Markowitz, Partners, The Next Level Planning Group

    Do you ever wonder… Why financial bubbles continue to be blown and blow up? Why wealthy families pay millions of dollars in estate/inheritance/death taxes, even today? Why your investment advisor, insurance agent, attorney, and accountant never sit down around the same table to collaborate on your behalf? As Shakespeare wrote, “The fault, dear Brutus, is not in our stars, but in ourselves.” Learn how the Seven Deadly Sins of Pride, Envy, Greed, Lust, Wrath, Gluttony, and Sloth show up in our financial lives and how to overcome them with techniques from behavioral finance"

    7:30 - 8:30 AM

    Morning Breakout | Unlocking Corporate Culture Success - 3 Keys To Creating a Best Place To Work

    Presenter: Margaret Graziano, High-Performance Culture Strategist and CEO, KeenAlignment

    Perfect business strategies and motivating leaders cannot out-perform a misaligned corporate culture. It sets the tone for your workforce’s behaviors, attitudes, and their ability to fulfill the company vision. If corporate culture impacts so much, why do so many business leaders fail to establish one that wins? Understand the constraints you face when creating a high-performance corporate culture and learn pragmatic and tangible solutions for cultivating the three keys to corporate culture success: trust, collaboration and engagement.

    • Shape a thriving corporate culture
    • Establish, repair and maintain trust within the workplace
    • Align your workforce with your business strategy

    7:30 - 8:30 AM

    Morning Breakout | Networking Breakout 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.

    Start the conversation: Join the Networks

    7:30 - 8:30 AM

    Morning Breakout | Networking discussion hosted by the Vistage Family Business Network

    The decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session around the challenges and critical decisions you’re facing. Forge valuable connections with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation: Join the Family Business Network.

    7:30 - 8:30 AM

    Morning Breakout | Manufacturing networking discussion hosted by the Vistage Manufacturing Network

    Join local manufacturing leaders for a morning networking discussion on the challenges and innovations impacting your business and the manufacturing industry. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation: Join the Manufacturing Network.

    11:55 - 1:25 PM

    Afternoon Breakout | Building value for a future exit

    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

    11:55 - 1:25 PM

    Afternoon Breakout | Nine Core Strategies for Business Growth

    Presenter: An executive with Insperity

    After 33 years as one of the nation’s leading outsourced HR companies, Insperity is routinely recognized as a “Best Place to Work.” As a business owner you can utilize and apply our time-tested strategy insights to help your business maximize your people, minimize risk and streamline your processes. Through this interactive presentation you will gain the working insights that will have your business on the road to running better, growing faster and adding to your bottom line. Participants will walk away with:

    • Three core questions to ask before making any business decision
    • How to increase engagement and discretionary effort
    • A framework to align business processes
    • A mindset to go from reactive to strategic in your business
    • 9 core strategies and 1 BONUS strategy for your business

    11:55 - 1:25 PM

    Afternoon Breakout | Using neuroscience principles to “Wake Up” the buyer’s emotional brain, and shorten sales cycles

    Presenter: John Asher, CEO, ASHER

    Elite influencers understand how to use neuroscience principles to grab attention and assist buyers in making quick decisions. In this powerful breakout session, you will learn: Six Stimuli that “Wake Up” the decision-making part of the brain and Ten Cognitive Biases – Shortcuts the brain uses to make decisions to create Practical Applications to use these principles in the selling process.


    Sponsors







    Location

    Hyatt Regency O’Hare Chicago
    9300 Bryn Mawr Avenue
    Rosemont, IL

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