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St. Louis | Virtual Sessions

Hosted in Monday, October 12, 2020 7:30 a.m. - 3:00 p.m. CDT

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.
  • 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

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.

Dr. Alan Beaulieu

President & Principal, 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.

Rich Sheridan

CEO, Menlo Innovations

Lead with joy — Watch your team fly

Could your workplace be filled with camaraderie, human energy, creativity and productivity?

The answer is yes — but you won't attain this kind of joy by leading the way you’ve always led. You, the leader, will need to make a serious change. In his presentation, Rich Sheridan will explore his own journey to joy, and how he had to learn to lead in a completely different way. In doing so, Rich witnessed results that exceeded his wildest expectations.

Leave informed and inspired to:

  • Re-energize your teams through the incredible power of shared purpose.
  • Build a culture of action instead of meetings.
  • Use observation to gain insights into those you serve and delight them.


Virtual event

7:30 - 8:00 AM
Chair-coordinated group networking

8:00 - 8:15 AM
Welcome remarks

8:15 - 9:15 AM
Rich Sheridan, Lead with joy - Watch your team fly

9:20 - 10:20 AM
Virtual Breakout Sessions
  • The Human Team: So, you created a team but people showed up!
  • A Pandemic Potpourri
  • MONEY! MONEY! MONEY! ELIMINATING THE GAP 10 value drivers to grow your business!

10:20 - 10:35 AM

10:40 – 11:05 AM
Anne Petrik, Decision factors to maximize recovery

11:05 - 12:05 PM
Virtual Breakout Sessions
  • How enduring strategies continue to sell work comp in a COVID-19 world
  • Navigating the M&A process in a virtual environment
  • Cyber Risks in the New 'Work from Anywhere' Environment

12:15 - 12:45 PM

12:45 - 2:15 PM
Alan Beaulieu, Guidance in an uncertain economy

2:15 - 2:20 PM
Closing comments

2:20 - 3:00 PM
Networking activity

*agenda subject to change

Breakout sessions

9:20 - 10:20 AM

The Human Team: So, you created a team but people showed up!

Presenter: Jeanet Wade, Certified EOS Implementer, Business Alchemist

People naturally thrive when they feel connected to a team. Learn how to create an effective team of people and how to move human energy towards higher performance, goal achievement, and engagement. Get the keys to team health by understanding The Six Facets of Human Needs™ that will help you nurture stronger outcomes in your organization.

9:20 - 10:20 AM

MONEY! MONEY! MONEY! ELIMINATING THE GAP 10 value drivers to grow your business

Presenter: Peter Racen, CEO of Racen Wealth Management Laura Burkemper, CEO of CARTEL Holdings

Have you lost value in your business due to changes in the marketplace? Are you looking for ways to get back on solid footing? Do you know the Top 10 Value Drivers that eliminate The Gap? The Gap is the difference between how much money you will need from the sale of your business to retire in style and how much the business is worth—after taxes—in the marketplace. Join us for specific tactics that build business value, including: • Building brand capital • Next-level management • Demonstrated scalability • Financial measurement and management

9:20 - 10:20 AM

A Pandemic Potpourri

Presenter: Kathleen Bilderback, Member, Affinity Law Group, LLC Brad Crandall, Member, Affinity Law Group, LLC Ira Potter, Member, Affinity Law Group, LLC J. Tal Sant, Of Counsel, Affinity Law Group, LLC

Hear from the attorneys of Affinity Law Group, LLC the practical issues that are impacting our clients right now in Mergers and Acquisitions, Workouts, Labor and Employment, Executive Benefits, and Asset Protection. In addition, we will also discuss some ongoing “Pandemic Problems” such as the uncertainty regarding the timing of PPP loan forgiveness, the status of expense deductibility, and the potential impact of the coming election on tax policy. We will leave plenty of time to address attendees' questions. This will be a session you do not want to miss!

11:05 AM - 12:05 PM

How enduring strategies continue to sell work comp in a COVID-19 world

Presenter: Jim Owen, President and CEO, Jennifer Barth, Vice President and General Counsel, and, Andy Ribaudo, Chief Financial Officer

The year 2020 has both challenged and surprised businesses in many ways. However, sound strategies have endured. COVID-19 has proven to Missouri Employers Mutual that better loss prevention avoided broader economic loss. We will share strategies that have provided long term economic benefits for us as a work comp carrier and how you can apply some of those same principles to broader aspects of your business. Takeaways: -Insurance market overview - what can you expect ? -Best practices for employers during COVID - avoiding liability and return to work alternatives -Forecasting work comp trends for all business owners; how can we improve our profit?

11:05 AM - 12:05 PM

Navigating the M&A process in a virtual environment

Presenter: Patrick Nolan, President, Nolan & Associates

COVID has affected everything – including M&A. A panel including investment bankers and private equity group leaders will discuss what has changed and what is still the same with the M&A process for business owners. The session will cover how to navigate virtual management meetings, virtual due diligence and PPP loans, along with the M&A outlook for the next 12 months.

11:05 AM - 12:05 PM

Cyber Risks in the New 'Work from Anywhere' Environment

Presenter: Carla Stone President / CEO TechGuard Security LLC

The 2020 business landscape has seen many shifts. One of the most notable is the 'Work from Anywhere' move many businesses had to make at a moment's notice. With that, the risk to the business became greater as the focus was to get employees setup and productive as quickly as possible. Limited IT staff and keeping the business running opened up cybersecurity gaps. Learn what these gaps are, and the tangible and actionable step that need to be taken to make sure they addressed. Don't be the low hanging fruit the cyber criminals are looking for.