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New England

Hosted in Burlington Monday, April 6, 2020 7:15 a.m. - 4:35 p.m.

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


Rich Gotham

Team President, Boston Celtics

Leading the Boston Celtics

The Boston Celtics is more than a beloved sports franchise. It’s a billion-dollar business, and a thriving one at that. Since joining the Celtics in 2003, Team President, Rich Gotham has led the team to new heights off the court and grown revenues by over 300 percent. Under his leadership, the team has established new records for attendance, ticket sales, sponsorship, merchandise, and television ratings. In this conversation, Rich will share insights into the opportunities and challenges of leading a company that also has the unique identity of an NBA team. Hear firsthand how he built a renowned organizational culture, and gain insights applicable to business leaders in any industry.


AmyK Hutchens

Speaker, Author, Facilitator, Business Strategist

The power of profitable conversations: Story

With 20+ years of experience, AmyK knows the secrets leaders keep — and what keeps them up at night. In this life-igniting presentation, AmyK will share insights and tools critical for you to raise your emotional intelligence and conquer your biggest fears and challenges.

Key takeaways from AmyK’s presentation will include:

  • Proof that energy, not time, separates the good from the great.
  • How to more effectively navigate change to build resiliency.
  • How to break through limiting stories and beliefs.
  • Two tools for stronger alignment between desires, purpose and decisions.
  • How to be driven by the core desires of your essential self, not by circumstances and reactions.

AmyK’s easy-to-use methodologies will help you rewrite the story for healthier, happier endings and more profitable results, personally and professionally.



Connor Lokar

Program Economist, 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.

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

Boston Marriott Burlington

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

7:30 - 8:30 AM
Morning Breakout Sessions

  • Accounting in the Age of Automation and Artificial Intelligence
  • Is A Family Office Right For Me, My Family….My Business?
  • Networking Breakout


8:30 - 9:00 AM
Marketplace

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

9:15 - 10:15 AM
Connor Lokar, Planning with optimism

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

10:30 - 11:00 AM
Break

11:00 - 11:15 AM
Member Spotlight | Leadership Award

11:15 - 11:30 AM
General Session | Networking Activity

11:30 - 12:05 PM
Joe Galvin, Vistage Research perspective: Preparing for prosperity

12:05 - 1:35 PM
Lunch | Afternoon Breakout Sessions
  • Are you running your business or is your business running you?

1:35 - 1:50 PM
Member Spotlight | Lifetime Achievement Award

1:50 - 2:25 PM
Guest Speaker to be announced soon!

2:25 - 3:25 PM
AmyK Hutchens, The Power of Profitable Conversations

3:25 - 3:35 PM
General Session | Closing Remarks

3:35 - 4:35 PM
Reception

Breakout sessions

7:30 - 8:30 AM

Morning Breakout | 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.

7:30 - 8:30 AM

Morning Breakout | Is A Family Office Right For Me, My Family….My Business?

Presenter: Kevin Ellman, CFP, CBEC and Paul D. Miller, CBEC

Many individuals have heard the term “Family Office” but unfortunately many still do not understand how this can be of benefit to them, their business and their future legacy. Over the years we have found that most people engage in what we call “Piecemeal Planning” and although each piece may be well-crafted and designed, there may be additional risks and costs that arise with the lack of coordination. During this presentation you will:

  • Understand how aPersonal Family Office can be a benefit to you, your family and your business.
  • Understand the six interrelated areas of planning that are incorporated into 360-degree Family Wealth Management.
  • Learn how to design a “Blueprint” that focuses on your vision for your family, your business and your future legacy.

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 now: Join the Networks.

12:05 - 1:35 PM

Afternoon Breakout | Are you running your business or is your business running you?

Presenter: Lisa Manning, EOS

Are you a business owner or a senior level executive and want to see your business consistently run better and grow faster? Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money. Maybe you grapple with some of these challenges:

  • Lack of control over time, markets or your company.
  • People who don’t listen, understand or follow through.
  • Profit that’s inconsistent and/or insufficient.
  • Growth is happening, but you can’t break through to the next level.
  • Quick Fixes that come-and-go, bringing little change with continued frustrations.

Sponsors






Location

Boston Marriott Burlington
One Burlington Mall Road
Burlington, MA

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