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Los Angeles | Virtual Sessions

Thursday, October 15, 2020 8:30 a.m. - 2:30 p.m. PST

Lead the way together

MEMBERS: Click here for event presentations and recordings.

 
 
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


Michael C. Bush

CEO, Great Place to Work

Great place to work for all

Better for Business, Better for People, Better for the World. What does the latest data show about organizations that prioritize a culture of inclusiveness? Drawing insights from his book by the same name, Michael Bush will explore that and more. Learn how the Best Workplaces outperform their peers in the stock market and in revenue growth, and be inspired by true stories of how creating a more equitable work environment pays off. Leave with a new, “For All” Leadership Model to help drive personal performance.


Adam Scully-Power

Investment executive and record-breaking ultra endurance athlete

Finding the other side of your limits

Every now and then, we need to break with the constraints of convention and challenge what we believe is possible. The outcome, will never be certain. The process, will be difficult. Recalling his own transformation, Adam Scully-Power will tell you — push through. Stepping outside your comfort zone to pursue your goals and dreams can be an incredibly rewarding experience.

Through compelling stories, powerful life lessons, cutting-edge research and practical strategies, Adam will help you re-imagine the boundaries of what’s possible. Leave prepared to take decisive action to find the other side of your perceived limits.



Connor Lokar

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.

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.


Agenda

Virtual event

8:30 - 8:40 am
Welcome Remarks

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

9:45 - 10:25 am
Networking Activity

10:27 - 11:00 am
Anne Petrik, Decision factors to maximize recovery

11:00 - 11:10 am
Break

11:10 - 12:10 pm
Michael C. Bush, Great place to work for all

12:10 - 1:15 pm
Virtual Breakout Sessions

  • Building a better business plan for your family
  • COVID-19 workplace discrimination & reasonable accommodations—challenges, strategies and concerns
  • How to eliminate hiring mistakes, optimize your talent and increase profitability
  • Today's economic tsunami and how you can benefit
  • Nine steps towards an unlimited life
  • Should I grow my business or sell it?


1:15 - 1:25 pm
Break

1:25 - 2:25 pm
Adam Scully-Power, Finding the other side of your limits

2:25 - 2:30 pm
Closing Comments

*agenda subject to change


Breakout sessions

12:10 - 1:15 PM

COVID-19 workplace discrimination & reasonable accommodations—challenges, strategies and concerns

Presenter: Dr. Cindy Larson DeMarco and Emma MacStay, Insperity

The COVID-19 pandemic has affected industries and workplaces all across this country. And, while we navigate through these ever-changing guidelines, along with understanding and applying new and existing laws, we must remember employees are still protected against discrimination and other work-related misconduct. Please join us for this insightful webinar that will discuss the challenges and strategies around increased concern over workplace discrimination and confusion over the application of reasonable accommodations in the workplace.

12:10 - 1:15 PM

How to eliminate hiring mistakes, optimize your talent and increase profitability

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc.

Experts agree 90% of business problems are people problems. Do you have the right people in the right seats? How do you assess employees and candidates? Can you accurately create and articulate job descriptions for every role in your company? Do your managers have tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Let me show you why and how thousands of companies of all sizes in every imaginable industry inexpensively and easily optimize their talent using The Predictive Index.

12:10 - 1:15 PM

Today's economic tsunami and how you can benefit

Presenter: Brad Barros, CEO, Private Risk Capital Development Advisors

Whether you know it or not, we are living in a once in a lifetime opportunity consisting of ultra-low interest rates, deep business discounting, and new IRS guidance. These temporary conditions can generate substantial and permanent tax and non-tax benefits for business owners that, for many, add up to millions of dollars a year. Turn lemons into lemonade while the opportunity exists, maximizing new income tax, capital gains tax, business sale, and wealth transfer opportunities created by the economic downturn and uncertainty. Join one of America’s most respected experts in this area as we guide you safely through the eye of the economic hurricane.

12:10 - 1:15 PM

Should I grow my business or sell it?

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

Many owners treat their business as if it is how they earn a living, or as their passion, or profession. The business itself is an investment, a financial asset. Wise investors know financial assets need to either be grown or be sold. Often owners don’t know how to grow a business INTENTIONALLY vs. OPPORTUNISTICALLY. When it comes to value, we always have an idea what our home and our stocks are worth but many owners have the wrong idea about the value of their business. During this session attendees will learn how a business is actually valued by buyers and what forces drive value up or down. We will also discuss the CORRECT way to grow a business INTENTIONALLY so that the return justifies the risk of owning a privately-held business.

12:10 - 1:15 PM

Building a better business plan for your family

Presenter: Michele Grossi, Financial Advisor Chartered Alternative Investment Analyst (CAIA), 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 - 1:15 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.

Sponsors