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Houston | Virtual Sessions

Friday, May 15, 2020 9:00 a.m. - 1:20 p.m. CST

Event Overview


To bring you timely, actionable data and insights, your 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 your Vistage community to lead the way — together. The coronavirus precludes the event from meeting in person this year. 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.
  • 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

Jack Uldrich

Global futurist and bestselling author

Business as unusual: How to future-proof your business in transformational times

The pandemic has catapulted the world into a future of deep change. In his presentation, acclaimed global futurist and best-selling author, Jack Uldrich, will not only discuss how the coronavirus is transforming the world of tomorrow, he’ll explain why it is accelerating many trends already in play.

History reminds us, great crises produce great change — and great opportunities. To take advantage, businesses must position themselves now, to operate in a world where “business as unusual” is the new “usual.” This session will help you leverage 10 unconventional techniques to do just that.

Dr. Alan Beaulieu

President & Principal, 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.

Joe Galvin 2020

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
Dr. Alan Beaulieu, Guidance in an uncertain economy

10:10 - 10:30 AM

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

11:00 AM - 12:00 PM
Jack Uldrich, Business as unusual: How to future-proof your business in transformational times

12:00 - 12:20 PM
Transition | Break

12:20 - 1:20 PM
Virtual Session Breakouts

  • Leadership: We're in this together - Navigating through times of change
    Register here for the breakout
  • How to manage cash flow during a time of crisis and recovery
    Register here for the breakout
  • How business leaders emerge and thrive with traction
    Register here for the breakout
  • Protecting your assets during coronavirus
    Register here for the breakout

Breakout sessions

12:20 - 1:20 PM

Leadership: We're in this together - navigating through times of change

Presenter: Pete Hinojosa , Director, Sales Leadership Development, Insperity

Pete will guide us on our roles as leaders during times of change and uncertainty, key strategies and insights to take care of yourself and your people. We will look at:

    • How focus impacts energy.
    • How to understand change & stress.
    • How your personality and those around you react under pressure.
    • How to take care of yourself and effectively lead others.
    • Reinforce our call as leaders to take care of our people.

Register here for the breakout.

12:20 - 1:20 PM

How to manage cash flow during a time of crisis and recovery

Presenter: Jerry Vance , Founder & Managing Partner, Preferred CFO

Managing cash flow during a global crisis is a difficult and unique challenge. In this session, Jerry Vance, founder and CEO of Preferred CFO, presents strategies for navigating these challenges and finding a path toward recovery and growth. The session will include a round table with broadly experienced, industry-diverse CFOs from Preferred CFO who will answer a series of difficult questions businesses are asking during this time. Participants will take away:

    • The ability to assess their company’s current financial health
    • Expert advice for overcoming challenges & roadblocks
    • Tools to develop a strategic plan for surviving and thriving in the current environment

Register here for the breakout.

12:20 - 1:20 PM

How business leaders emerge and thrive with traction

Presenter: Lorie Clements , Certified EOS Implementer, Houston EOS Implementers

Learn a proven system of tools and disciplines to help your business emerge and thrive with a recalibrated vision. Hear ideas and examples from other business leaders and Vistage members on how they got true alignment within their leadership team on their vision, got traction toward their goals faster, grew profits, and reduced frustrations with simple, easy to follow, road tested tools.

Register here for the breakout.

12:20 - 1:20 PM

Protecting your assets during coronavirus

Presenter: Hillel Presser, Esq., MBA and Ariel Enisman, Esq. , The Presser Law Firm

As the Coronavirus situation continues to evolve, and the market continues to show signs of distress and fluctuation, the nation as a whole is wondering what will happen next. Previous research has shown that during times when the economy is suffering the frequency of new litigation cases will rise. If our good economy has shown a continued growth in lawsuits each year, one can only surmise what is to come if we fully hit an economic downturn.

Under the financial stresses caused by the coronavirus, people and businesses will be much quicker to resort to litigation to recoup monies owed or avoid taking financial losses. Some may even resort to litigation as a means of achieving short term financial security through settlements whether or not the litigation is frivolous or justified. Key issues include, but are not limited to:

    • Why your business is in danger due to Covid
    • As a business owner, what will happen if your company closes down and you cannot pay liabilities
    • How to face personal guarantees
    • Why Real Estate owners must protect themselves from loss of rent
    • Due to Covid, why liability insurance is simply not enough anymore
    • How to design an Asset Protection plan for your business in light of Covid
    • The 5 fatal mistakes to avoid
    • The best Asset Protection tools and how to implement them immediately
    • Now is the time for a financial check up in light of Covid
    • Integrating Estate Planning with Asset Protection

Register here for the breakout.