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Tri-State | Virtual Sessions

Monday, June 8, 2020 9:00 a.m. - 1:20 p.m. CDT

Event Overview

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

Heidi Grant

Dir. of Research & Development for Learning, EY Americas, and Assoc. Dir. of the Motivation Science Center, Columbia University

How leaders gain trust

As a leader, you know — to influence your people, particularly in times of uncertainty and challenge, you need to be trusted.

How can you ensure you are projecting trustworthiness? How can you be certain how your words and actions are perceived? In this presentation, Dr. Heidi Grant will share science-based strategies for you to bridge the gap between intention and impact, and make sure you come across as you mean. Using research from her latest book, Heidi will demonstrate the importance of overcoming biases and assumptions that lead to misperceptions, and how subtle cues like eye contact and nodding can make all the difference.

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.

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.


9:00 - 9:10 AM
Welcome remarks

9:10 - 10:10 AM
Alan Beaulieu, Guidance in an uncertain economy

10:10 - 10:30 AM

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

11:00 - 12:00 PM
Heidi Grant, How leaders gain trust

12:00 - 12:20 PM
Transition | Break

12:20 - 1:20 PM
Virtual Breakout Sessions

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

  • SMB Accounting in the Post-COVID World
    Register here for the breakout

  • A clear roadmap to live a MUCH longer and MUCH higher quality of life
    Register here for the breakout

  • How to Strategically Manage Cash Flow during a time of Crisis and Recovery
    Register here for the breakout

  • Opportunity Zones & Real Estate Private Equity - Key Concepts
    Register here for the breakout

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

SMB Accounting in the Post-COVID World

Presenter: Dennis Najjar , CPA, CGMA, Co-Founder AccountingDepartment.com

Exploring what we learned from who succeeded and who struggled during the pandemic, Dennis will expand on lessons CEOs can take forward to setup for success in the future. Including:
  • How to prepare to ramp back up
  • Understanding proper structure, process and documentation will be steps to success
  • What we know about the PPP loan and tax credits (today) and what SMBs need to know about assessing information and staying on the right side of the rules
Register here for the breakout.

12:20 - 1:20 PM

A clear roadmap to live a MUCH longer and MUCH higher quality of life

Presenter: John Asher , CEO, Asher Longevity Institute

John has been practicing what he advocates for over 30 years. He will show the clinical proof behind the following protocols and therapies:
  • The four principle causes (at the cellular level) of aging and how to slow them down
  • The gold standard for bio-markers based on advanced blood tests and imaging protocols
  • Protocols for sleeping, eating and exercise to ward off disease
  • The supplements needed for a life free of significant disease
  • The benefits of a few previously approved prescription drugs that have significant longevity benefits
Register here for the breakout.

12:20 - 1:20 PM

How to Strategically Manage Cash Flow during a time of Crisis and Recovery

Presenter: Jerry Vance , Founder & Managing Partner, Preferred CFO

Managing cash flow during a crisis is a difficult and unique challenge. In this session, Jerry Vance, Founder and CEO of Preferred CFO, presents strategies for navigating these challenges and finding a path toward recovery and growth. The session will include a round table with broadly experienced, industry-diverse CFOs from the Preferred CFO Team, who will answer a series of difficult questions businesses are asking during this time. Participants will take away:
  • The ability to assess their company’s current financial health.
  • Which financial cuts can extend the life of your company—and which may hinder your chances for recovery.
  • Tools to quickly and strategically address challenges, roadblocks, and uncertainty.
Register here for the breakout.

12:20 - 1:20 PM

Opportunity Zones & Real Estate Private Equity - Key Concepts

Presenter: Chris Loeffler , CEO & Co-Founder, Caliber - The Wealth Development Company

Chris will help participants understand the private equity real estate investment ecosystem, the risks & rewards of investing, the fundamentals of a new “Opportunity Zone” tax law which allows investors to reduce and eliminate capital gains taxes by investing in real estate, the strategies that will work in Opportunity Zone Funds, and how all of these concepts benefit business owners, senior business leaders, and investors. Whether you are a seasoned, professional real estate investor or a first-time entrant to the world of real estate ownership and development, Chris will provide value with tangible examples. Register here for the breakout.