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Pittsburgh | Virtual Sessions

Tuesday, June 2, 2020 9:00 a.m. - 1:20 p.m.

Event Overview

Are you a Vistage member or Chair? Click here to register.

**IMPORTANT EVENT UPDATE**

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


Scott Mautz

Founder, Profound Performance

Fostering meaning in tough times (A toolkit for all-out performance)

In difficult times like we're in, to recover you need your employees out of the doldrums and surging to all-out peak performance as soon as possible-- your business simply can't wait. How do you do that? By fostering what employees always yearn for in troubled times (and in better times)--meaning. It's meaning that motivates employees right now and over the long haul. In fact, research shows meaning-rich organizations get results like no other. Scott Mautz will explore “The Markers of Meaning,” specific conditions you can foster to create meaning in and at work to fuel a sense of purpose, feed learning and personal growth, inspire self-esteem, grant autonomy, and craft an environment of caring and authenticity. Leave inspired and with many practical tools you can put into practice immediately.


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.


Joe Galvin

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.

Agenda


9:00 - 9:10 AM
Welcome

9:10 - 10:10 AM
Alex Chausovsky, Guidance in an uncertain economy

10:10 - 10:30 AM
Break

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

11:00 AM - 12:00 PM
Scott Mautz, The leadership secret of today’s high-performing organizations

12:00 - 12:10 PM
Transition | Break

12:20 - 1:20 PM
Virtual Sessions Breakout

  • After the disruption: Executing your Reopening
    Register here for the breakout

  • Determining your business’s value in today’s market
    Register here for the breakout

  • Uncommon success: Wealth strategies for closely held businesses
    Register here for the breakout

  • Additional breakouts coming soon!

Breakout sessions

12:20 - 1:20 PM

After the disruption: Executing your Reopening

Presenter: Mike Ross, Innovation and Development, Insperity

Join us for a discussion on executing the reopening plan for your business. With the disruption that derailed the 2020 strategic plan for most businesses worldwide, this discussion will explore a systematic way for reopening and rebuilding your company. In this presentation we will discuss the following key components for reopening:

  • Understanding the state and federal reopening rules
  • Actions defined by your restarting point
  • Understanding your funding needs and where to find capital to reopen
  • Human Capital: rehiring, retraining, change management
  • Reestablishing company culture, confidence and trust

Register here for the breakout.

12:20 - 1:20 PM

Determining your business’s value in today’s market

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

Most owners treat their business as if it is how they earn a living but their job AT their business is how they earn a living. The business itself is a financial asset. Whether or not we intend to sell our home, our stocks, or any other valuable asset we always keep an idea of what they are worth but owners usually have the wrong idea about the value of their business. COVID-19 has brought dramatic change to the economy but its effect on the value of a business is NOT what most owners assume. During this session attendees will learn how a business is actually valued by buyers and what forces drive value up or down.

Register here for the breakout.

12:20 - 1:20 PM

Uncommon success: Wealth strategies for closely held businesses

Presenter: James W. Rimmel, CIMA®, CRPC®, CRPS®, Managing Director - Wealth Management and Daniel J. Pessy, Senior Vice President - Wealth Management of UBS

What if there were ways to take money that might otherwise go to taxes and instead direct it back into growing your business or impacting your personal net worth? Collaborate with a CEPA Financial Advisor to map out your wealth strategy and gain insight into: · Understanding the CARES Act and ways business owners can access liquidity during this time. • Building the right team: Organizational strength is key, who are the right people for the company’s visionary, strategic and execution needs? • Deciding to grow or exit: Identify opportunity & make more confident, informed financial planning decisions that impact business profit, cash flow and enterprise value.

Register here for the breakout.


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