2021 Austin

Tuesday, April 6, 2021 8:00 a.m. - 1:00 p.m. CST

Event Overview

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Your journey to get here has been extraordinary.

Equip yourself with learnings, data and connections to further your leadership climb. Register now for the Austin Vistage Executive Summit, a virtual event designed to help you chart the course upward.

The Vistage Executive Summit is a day to tune in and know your peers are right there with you. Without ever leaving your home, find an edge with insider’s access to market-specific insights from ITR Economics and Vistage Research, targeted learning breakout sessions, and networking with members from our greater Vistage community.

The only way forward is up. How you get there — it’s up to you.

 

Why Attend

Check out the special invites from our Summit speakers - you'll find detailed presentation descriptions below!

Event Speakers

Anne Petrik

Sr. Director of Research, Vistage Worldwide, Inc.

Climb to recovery for CEOs

As small and midsize businesses emerge from the impacts of pandemic, CEOs find themselves leading the climb toward a new reality. The decisions, investments and priorities of SMB leaders in 2021 will be driven by the need to get closer to their customers. In this session leaders will learn how to identify changing buyer dynamics and align their sales system for success with the latest insights from Vistage Research.

Alex Chausovsky

Senior Business Advisor, ITR Economics

The journey forward

2020 was quite a year. ITR Economics will explore all of the changes that occurred in the economy and break down what they mean to your business in 2021. One thing that will not change, is that successful businesses will have to constantly adapt to a sea of shifting circumstances. ITR will examine consumer, manufacturing, and construction industry trends that drive Vistage member company performance and present a regional perspective to highlight the factors most important to your local economy. More specifically ITR will:

  • Assess economic performance and business demand in 2021 and into 2022.
  • Evaluate the latest regional data, highlighting issues important to your local economy.
  • Look at a system of key leading indicators proven to signal cyclical turns in the economy and vertical markets.
  • Present clear, actionable Management Objectives™ that are right for the coming years as we adapt to the “new reality.”

Agenda

Virtual event
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8:00 - 8:15 a.m.
Welcome
8:15 - 8:45 a.m.
CONTENT | Anne Petrik, Climb to recovery for CEOs
8:45 - 9:50 a.m.
CONNECTION | Targeted Learning Breakouts
  • Insperity business resiliency series - Vaccines and the workplace
  • Uncommon success: wealth strategies for closely held businesses
9:50 - 10:00 a.m.
Break
10:00 – 11:10 a.m.
CONTENT | Alex Chausovsky, The journey forward
11:15 - 12:05 p.m.
CONVERSATION | Guided Discussion Groups
  • Professional Services
  • Construction
  • General Business
12:05 - 1:00 p.m.
CONVERSATION | Networking: Social hour

*agenda subject to change

Breakout sessions

8:45 - 9:55 a.m.

Insperity business resiliency series - Vaccines and the workplace

Presenter: Michael Lipe, Managing Director of Brand & Marketing Strategy, Fernanda Anzek, Director of Human Resource Operations and Andy Ramzel, Vice President, Property and Casualty Services, Insperity

The public/private partnership between the US government and some of the world’s leading pharmaceutical manufacturers has resulted in multiple COVID-19 vaccinations, each showing tremendous effectiveness in early clinical trials. Now, with vaccine distribution plans being developed and rolling out, questions arise around the employer’s responsibilities when it comes to encouraging, or even requiring, employee vaccination. Is a mandate even possible? What about reasonable accommodations? What about liability if an employee has a negative reaction to the vaccine? Or, what about liability if I don’t require it? How do you navigate a situation that is updating in real-time and do so in a way that protects your employees, your customers and the long-term health of your business?

8:45 - 9:55 a.m.

Uncommon success: wealth strategies for closely held businesses

Presenter: Alexander C. Ladage, Managing Director and Josh C. Pottinger, Senior Vice President, UBS

What if there were ways to take money that might otherwise go to taxes and instead direct it back into growing your business, your personal net worth or possibly enrich the lives of others? Developing a roadmap that aligns your Business, Personal and Financial interests is instrumental in identifying opportunities and in making more confident, informed financial planning decisions that can impact business profit, cash flow and enterprise value. Participate in a discussion led by UBS advisors that work with business owners and their families every day to create more meaningful legacies. They will walk through several real world cases and answer your questions.

11:15 - 12:05 pm

Guided Discussion Groups

As a Vistage member, you’re never climbing alone, and Guided Discussion Groups are an added means of connecting with peers who share your zeal for success. Anticipate thought-provoking prompts related to the keynote presentation to spark conversation, centered on industry/topic-specific education and idea sharing. Who in your local community might further support you, challenge you and encourage you to persevere?

Discussion Groups:

  • Professional Services
  • Construction
  • General Business

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