Loading Events

Orange County | Virtual Sessions

Tuesday, September 15, 2020 8:00 a.m. - 1:30 p.m. PST

Event Overview

Click here to log in to the event.

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

Alex Chausovsky

Director of Speaking Services, 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.

Greg Bell

Author and Leadership coach

Lead like a bamboo farmer: Cultivate strong roots

Realize personal and professional greatness. Energize your organizational culture. Optimize productivity. To achieve phenomenal success, the first step is to get motivated.

With simple exercises and practical examples, Greg Bell will walk you through goal setting, sharing step-by-step strategies for focusing on what is most important in achieving long-term, authentic success. Be challenged to believe in your potential and strive for peak performance. Leave informed to focus on what is truly attainable.



8:00 - 8:15 AM
Welcome remarks

8:15 - 9:15 AM
Greg Bell, Lead like a bamboo farmer: Cultivate strong roots

9:15 - 10:00 AM
Network activity

10:00 - 10:35 AM
Anne Petrik, Decision factors to maximize recovery

10:35 - 10:50 AM

10:50 - 11:50 AM
Virtual Breakouts Sessions

  • Learn the secrets to surf the wave of tax & cost savings inspired by the current economic tsunami
  • Business as unusual - Financial insights for unexpected times
  • Avoid becoming the next business statistic in the post-Covid economy
  • Should I grow my business or sell it?
  • COVID-19 workplace discrimination & reasonable accommodations—Challenges, strategies and concerns

  • 11:50 - 12:00 PM

    12:00 - 1:25 PM
    Alex Chausovsky, Guidance in an uncertain economy

    1:25 - 1:30 PM
    Closing remarks

    Breakout sessions

    10:50 - 11:50 AM

    Learn the secrets to surf the wave of tax & cost savings inspired by the current economic tsunami

    Presenter: Brad Barros, CEO, Private Risk Capital

    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 afford business owners with an opportunity to obtain substantial and permanent tax and non-tax benefits. Turn lemons into lemonade while the opportunity exists, maximizing income tax, capital gains tax and wealth transfer opportunities created by the economic downturn and uncertainty. Join three of America’s most respected leaders in M&A, tax, and risk management as they guide you through the eye of the economic hurricane.

    10:50 - 11:50 AM

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

    Presenter: George Patrick, Human Resource Specialist, Service Operations

    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.

    10:50 - 11:50 AM

    Business as unusual - Financial insights for unexpected times

    Presenter: Eric McDermott, CFP®, ChFC®, Managing Equity Partner, Pacific Advisors

    What financial moves can you still make, when it seems like most of the moves are being taken away? As seasoned Vistage speakers, we’ve set aside all our typical financial strategies, to craft an entirely new presentation just for business owners managing through these most unusual of times. In the past days alone, we have led webinars for thousands of business owners to:
    • Help them understand the stimulus package
    • Reimagine their business models
    • Examine cash flow tactics
    • Provide financial insights to help make ends meet
    • And even take market share.
    Join us for a one-of-a-kind session of new financial insights along with multiple ways to take action now. For more information visit pacificadvisors.com.  

    10:50 - 11:50 AM

    Avoid becoming the next business statistic in the post-Covid economy

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

    We know your financials are central to the success of your business and yet so many leaders do not have clarity around how money is moving in their company. The financial relief of the PPP and other loan programs has made your financials and accountability even more complicated. It is time to get your numbers right. This session will be a product demonstration of how outsourcing your accounting can completely change the way you manage your financial future.

    10:50 - 11:50 AM

    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.