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Cincinnati | Virtual Sessions

Tuesday, July 14, 2020 9:00 a.m. - 1:30 p.m. EDT

Event Overview


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

Commander Kirk Lippold

USN (Ret.)

Adaptable leadership

There will be no “new normal” for the foreseeable future — there are just too many unknowns and unpredictable changes, driving an evolving business environment. Now more than ever, leaders must embrace the ability to adapt and adjust. Using the attack on the USS Cole as a backdrop, Commander Lippold will frame how he and his crew went from ops normal to a rapidly changing environment in a split second, mirroring what we are experiencing today. Combining interactive Q&A with engaging storytelling, Kirk will explore how you can adapt your leadership to be best positioned for success in the coming months and years ahead.

Lauren Templeton

Founder and President, Templeton & Phillips Capital Management

Trouble is opportunity

What are the most critical economic trends shaping tomorrow? The current economic environment presents both challenges and opportunities. Filtering out the noise to understand these trends is key to strategically positioning your business for future success. In the words of hockey legend, Wayne Gretzky, it is imperative to, “skate to where the puck is going to be.”

Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

Vistage Research perspective: Managing the coronavirus crisis

The dramatic and sudden onset of the coronavirus crisis has changed the trajectory of growth for every business. With circumstances changing daily, this “Black Swan” event has disrupted every CEO’s strategic plan for 2020. The duration of this health crisis will determine the depth of the financial crisis; learn new perspectives that help you rethink priorities for 2020 through a coronavirus crisis lens.



9:00 - 9:10 AM
Welcome Remarks

9:10 - 10:10 AM
Lauren Templeton, Trouble is opportunity

10:10 - 10:30 AM
Break | Networking Activity

10:30 - 11:00 AM
Joe Galvin, Vistage Research perspective: Managing the coronavirus crisis

11:00 - 12:00 PM
CDR. Kirk Lippold, Adaptable leadership

12:00 - 12:10 PM

12:10 - 1:10 PM
Virtual Breakout Sessions

  • After the disruption: Executing your reopening
  • Building a better business plan for your family
  • In the age of COVID-19: Should I grow my business or sell it?
  • Nine steps towards an unlimited life

1:10 - 1:30 PM
Networking Activity

*agenda subject to change

Breakout sessions

12:10 - 1:10 PM

After the disruption: Executing your reopening

Presenter: Ken Ross, Innovation and Development, Insperity

Join us for a discussion on executing the reopening plan for your business. With the disruption that derailed the 2020 strategic plan for most businesses worldwide, this discussion will explore a systematic way for reopening and rebuilding your company. In this presentation we will discuss the following key components for reopening:
  • Understanding the state and federal reopening rules
  • Actions defined by your restarting point
  • Understanding your funding needs and where to find capital to reopen
  • Human Capital: rehiring, retraining, change management
  • Reestablishing company culture, confidence and trust.

12:10 - 1:10 PM

Building a Better Business Plan for Your Family

Presenter: Mike Hyzdu, CFP®, CEPA ,David Mietty CFP®, CPWA® & Tyler Holocher, CFP®, CEPA of UBS Financial Services

As an owner or CEO you are focused on the task at hand; leading and growing a great company while navigating the occasional obstacle. Just as you have a plan for your business, shouldn't you have a plan for your family? Come listen to experts who help business owners and their families every day. With decades of experience, they know how to ensure liquidity, manage risk, plan complex estates, capture market opportunities, support charities, provide planning strategies for taxes, transition your business and much more. We'll take you through several real world cases and answer your particular questions.

12:10 - 1:10 PM

In the age of COVID-19: Should I grow my business or sell It?

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

Most owners treat their business as their passion, or profession. But a business is a financial asset. Wise investors know financial assets need to either be grown or sold. Many owners don’t know how to grow a business INTENTIONALLY vs. OPPORTUNISTICALLY. Owners know the value of their home and stocks but they often have the wrong idea about the value of their business. The effect of COVID-19 on the value of a business is NOT what most owners assume. During this session attendees will learn how a business is actually valued by buyers and the CORRECT way to grow a business INTENTIONALLY so we can justify the risk of owning a privately-held company.

12:10 - 1:10 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.