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Dallas/Ft. Worth

Hosted in Irving Tuesday, February 11, 2020 7:15 a.m. - 5:10 p.m. CST

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


Corinne Hancock

Leadership Coach and Trainer

Thriving in chaos

Who are you during times of change and disruption? How do you respond? Most importantly — how do you lead? Chaos is the new normal. This presentation will equip you to thrive.

Corinne Hancock has over a decade of experience building teams in some of the most under-served, war-torn parts of the world. This is your opportunity to access and learn her Chaos Ready Framework.

Power through unexpected challenges. Stay focused on the mission. Gain practical strategies to adapt thoughts and plans — on a moment’s notice — for the kind of leadership that is the difference between success and failure.


Alex Chausovsky

Director of Speaking Services, 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.


Scott Wozniak

CEO, Swoz Leadership

Build an excellence engine

Inconsistent excellence doesn’t count in your customer’s mind. We are all excellent once in a while, but not many companies deliver high-quality products and services almost every single day. In this talk, you’ll learn the systems and strategies used by the great companies of our time that have risen above their competitors, including Chick-fil-A, Disney, Apple and Harley Davidson. These aren’t theories from an outsider, but practical methods and insider examples. The answer is not to care more or try harder. That only gets short-term results. No, if you want more excellence than you have today, you need to build a different engine.


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

Irving Convention Center at Las Colinas

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

7:30 - 8:30 AM
Morning Breakout Sessions
  • CEO's candid objective guide to right people, right jobs, right fit
  • Digital workspace: Building blocks for your employees and tools for maximizing productivity
  • From Funnel to Flywheel – Igniting Company Growth
  • Sales people, sales process, and profits: Creating the ultimate sales machine
  • Construction Network
  • Manufacturing Network
  • Women in Leadership Network

8:30 - 9:00 AM
Networking | Marketplace

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

9:15 - 10:15 AM
Scott Wozniak Build an excellence engine

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
  • Transitioning from London Interbank Offered Rate (LIBOR) – Frost Bank’s Approach
  • Accounting in the Age of Automation and Artificial Intelligence

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

1:40 - 2:40 PM
Alex Chausovsky Planning with optimism

2:40 - 3:00 PM
Break

3:00 - 4:00 PM
Corinne Hancock Thriving in chaos

4:00 - 4:10 PM
General Session | Closing Remarks

4:10 - 5:10 PM
Networking Reception

Breakout sessions

7:30 - 8:30 AM

Morning Breakout Session | From funnel to flywheel – Igniting company growth

Presenter: Lori Turner-Wilson, CEO/Founder, RedRover

Only one percent of leads generate revenue for most B2B companies. Marketers waste 99 percent of their time and money on leads that will never become customers. Traditionally, marketing's success has been measured by the ability to generate leads. In theory, through content marketing, a volume of leads pour into the funnel and trickle through to become new revenue which is terribly inefficient. The B2B funnel is broken, and lead volume alone is just a vanity metric. Abandon the archaic funnel and adopt a sales and marketing flywheel using account-based marketing techniques that truly break through and create sustainable growth.

7:30 - 8:30 AM

Morning Breakout Session | CEO's candid objective guide to right people, right jobs, right fit

Presenter: Jason Williford, Managing Licensee and Board Member, Culture Index Dallas/Ft. Worth

Join the Culture Index - Dallas/Ft. Worth team to reveal the true fit of your entire executive team – who is in the right seat and who is not? In this session, you will be prepped with tools to utilize data to make more objective human decisions in securing the right talent. Walk away with new insights, tips, and practices to implement into your business and better align your people along the way.

7:30 - 8:30 AM

Morning Breakout Session | Digital workspace: Building blocks for your employees and tools for maximizing productivity

Presenter: Jude Ramayya, CEO, Impiger Technologies

One-size-fits-all is rarely the case when it comes to creating a digital workspace experience for your employees. It’s important for organizations to understand that a digital workspace is more than just a fancy intranet or enterprise tool. The effective employee engagement solution of today needs to blend communication, collaboration and contribution to generate the engagement and productivity expected and required by your business. You will learn:

  • How to understand your “Digital Workforce” and then implement a “Digital Workspace”
  • What the 6 pillars of an effective employee experience are
  • How engagement and productivity through mobility and collaboration improves overall efficiency

7:30 - 8:30 AM

Morning Breakout Session | Sales people, sales process, and profits: Creating the ultimate sales machine

Presenter: Thomas R. Niesen, CEO, Acuity Systems, Inc / Sandler Sales

Companies try to build a high-performing sales team with little processes or procedures. The reality is that high-performing sales organizations are built on high-performing sales processes. In this session, you will explore:

  • Tactical versus strategical selling strategies
  • How to develop a world class sales culture that will attract and motivate millennials and baby boomers
  • How to effectively execute a real sales process in this data driven era
  • How to tell the difference between hunters, farmers, and fishermen"

7:30 - 8:30 AM

Morning Breakout Session | Networking discussion hosted by the Vistage Construction Network

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

Start the conversation: Join the Construction Network.

7:30 - 8:30 AM

Morning Breakout Session | 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.

7:30 - 8:30 AM

Morning Breakout Session | Revitalizing business culture through inclusion and equality hosted by the Vistage Women in Leadership Network

Today, previously male-dominated organizations are bringing in female talent to create a more inviting and inclusive workplace culture, and to grow their bottom line. What has been your biggest win? How has this best practice directly benefited your business? Join local business leaders to share what you are doing to win talented women to your company and empower the women already in your workforce Forge valuable connections, gain inspiration and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

Start the conversation: Join the Women in Leadership Network.

11:55 - 1:25 PM

Afternoon Breakout Session | 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 Session | Transitioning from London Interbank Offered Rate (LIBOR) – Frost Bank’s Approach

Presenter: Mark Brell, Executive Vice President | Global Trade Services, Frost Bank

In 2017, regulators announced the phasing out of LIBOR in 2021. An estimated $200 trillion (USD) in derivatives, variable-rate mortgages, auto loans, commercial loans, credit cards and other financial products are tied to USD LIBOR interest rates. Frost, which has helped people manage their money for over 150 years, has focused on the transition since 2017 and will share information on:

  • Defining LIBOR and its purpose
  • Options for replacing LIBOR
  • Frost’s approach to LIBOR’s departure
In his session, Frost Executive Vice President Mark Brell will share details regarding LIBOR’s exit and Frost’s plan for loans tied to LIBOR rates.

11:55 - 1:25 PM

Afternoon Breakout Session | Accounting in the Age of Automation and Artificial Intelligence

Presenter: Bill Gerber, Co-founder, AccountingDepartment.com

Many accounting tech and service companies have made promises (some true and some false) about the benefits of automation and AI. This session will help you understand the decisions you’re making, so you can reduce risk and maximize results. You’ll learn what automation and AI can offer, what questions you need to ask, and how to navigate the evolution of these products and services.


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