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San Diego | Virtual Sessions

Tuesday, October 6, 2020 8:30 a.m. - 1:30 p.m. PST

Lead the way together

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.
  • Step back for a morning and re-energize.
  • 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

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.

Connor Lokar2020

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.

Erik Qualman

Best-selling author and speaker

Innovation by design: Your path to digital transformation

Ensure you are the disruptor versus the disrupted by designing and instilling a culture of creativity. Erik Qualman's entertaining, educating and empowering presentation provides the roadmap for your organization’s innovation enlightenment.

Leap over the quicksand and traps of incremental change and land on a foundation of progressive and practical innovation principles. Erik will provide the keys to staying a year ahead of your competition, while avoiding being too far ahead of your customer.


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

10:25 - 11:05 AM
Anne Petrik, Decision factors to maximize recovery

11:05 - 12:10 PM
Virtual Breakout Sessions

  • Effective IMPLEMENTATION of the IRS tax relief and incentive provisions
  • Should I grow my business or sell it?
  • COVID-19 workplace discrimination & reasonable accommodations—challenges, strategies and concerns
  • Building a better business plan for your family

  • 12:10 - 12:20 PM

    12:20 - 1:25 PM
    Erik Qualman, Innovation by design: Your path to digital transformation

    1:25- 1:30 PM
    Closing remarks

    *agenda subject to change

    Breakout sessions

    11:05 AM - 12:10 PM

    Effective IMPLEMENTATION of the IRS tax relief and incentive provisions

    Presenter: John A. House, ChFP, CEPA President and CEO MasterTech Financial Advisors, Inc

    1. Learn how to accomplish a philanthropic goal, by allowing the IRS to provide the charitable funding; while potentially expanding your asset base with exponential growth---all while achieving a significant income tax deduction
    2. Recognize that paying capital gains taxes on the sale of ANY highly appreciated asset, (your business, commercial real estate, securities etc.) is totally voluntary with the utilization of Tax Exempt Trust planning
    3. Though the use of real life case studies, discover how other business owners have divorced the IRS, bullet proofed their assets from judgment creditors and learned how to make a real difference in this world

    11:05 AM - 12:10 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.

    11:05 AM - 12:10 PM

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

    Presenter: Dr. Cindy Larson DeMarco and Denise Rubio, 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.

    11:05 AM - 12:10 PM

    Building a better business plan for your family

    Presenter: Matt Hansen, CFP, CEPA and Thomas McMullen, CEPA

    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.