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The CEO’s Journey: Fiscal Health

Friday, May 21, 2021 7:00 a.m. - 12:50 p.m. PDT

Event Overview

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The current economic environment is unprecedented.
With the right approach, this can be your greatest advantage.

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The playing field has been leveled.

The rules are being rewritten with the game clock running.

The truth is, no CEO knows quite how to get through this — but the resources to persevere are within you.

There is opportunity in this crisis. Prepare yourself to capitalize on it, in the company of Vistage CEO peers.

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Join keynotes Geoff Colvin, 40-year Senior Editor-at-Large for Fortune; and Karen G. Mills, former Administrator of the U.S. Small Business Administration, for a new lens on your business’ fiscal health. Get informed and empowered to take control of the why, what, where, when and how of investing in the health and growth of your business.

A personal invitation from keynote Geoff Colvin:

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Event Speakers

Karen G. Mills

Administrator, U.S. Small Business Administration (2009-2013); Sr. Fellow, Harvard Business School

A playbook for small business growth and success

America’s community of almost 30 million small businesses is incredibly diverse. From manufacturing suppliers and distributors to Main Street shops and tech companies, you collectively drive job creation, innovation and our nation’s competitiveness. Quite simply, your success is America’s success. Yet in the COVID economy, the challenges you face are numerous — and daunting.

Drawing on her leadership at the U.S. Small Business Administration during the Great Recession, and on years of experience as a venture capitalist and private equity investor, Karen Mills will share a playbook to help you successfully tackle these challenges head on. As you convene your suppliers, distributors, franchisees and members, learn how to get (1) the money, (2) the customers and (3) the skilled workforce you need to grow and succeed.

Geoff Colvin

Senior Editor-at-Large, Fortune; Bestselling author

Recalibrate: How to succeed in this business climate

Opportunity is more widely available than ever, and someone is going to win — why shouldn’t it be you?

Geoff Colvin has an important message for CEOs, gleaned from 40 years at Fortune: the companies who win most often have leaders who summon the courage to act in spite of great uncertainty. Stop protecting the past and start inventing the future. And do it faster than the competition. Winning in business today demands extraordinary leadership acting on the best intelligence it can find.

As a business leader, you’re facing your biggest challenges ever. Geoff will arm you with insights to lead your organization into the future, connecting the dots to provide an unparalleled update on the economic, political, technological and competitive forces driving business disruption — and opportunity.


Virtual Event

7:00 a.m.
Community Connection

7:30 a.m.
Welcome remarks

7:45 a.m.
Geoff Colvin, Recalibrate: How to succeed in this business climate

8:40 a.m.
Peer-to-Peer Discussions

9:40 a.m.

9:50 a.m.
Targeted Learning Breakouts

  • Goodbye capital gains tax! Is 2021 the year to sell?
  • Optimizing your company’s value for an eventual sale
  • Turn on the headlights: maximizing profitability & success

  • 10:50 a.m.

    11:20 a.m.
    Community Connection

    12:05 p.m.
    Karen G. Mills, A playbook for small business growth and success

    12:45 p.m.
    Closing Comments

    *agenda subject to change

    Breakout sessions

    10:00 - 11:00 a.m.

    Targeted Learning Breakout | Goodbye capital gains tax! Is 2021 the year to sell?

    Presenter: Robert L. Hild, Chairman and CEO, ACT Capital Advisors

    Tax increases are coming. The proposed capital gains tax changes could have a big impact on the proceeds from the sale of your business. ACT Capital’s Bob Hild discusses the future tax situation and how it will affect you.

    10:00 - 11:00 a.m.

    Targeted Learning Breakout | Optimizing your company’s value for an eventual sale

    Presenter: Russell D'Alba, President & Managing Director, Paramax Corporation

    At some point, every business will change hands - and for that owner, it could be one of the most significant events of their life. Preparation is key to optimizing the value and outcome.

    It is never too early to start thinking about preparing for your next chapter. If you are considering a sale near-term, or planning for a sale at a later point in time, this breakout session has best practices for all planning horizons.

    • Learn tips on how to best prepare for the sale of your business

    • Hear real-life stories of M&A transactions, and the impact of taking the time to adequately prepare for a transition

    10:00 - 11:00 a.m.

    Targeted Learning Breakout | Turn on the headlights: maximizing profitability & success

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

    The future can’t be predicted, but with proper tools and strategies, businesses can significantly increase their opportunity for prosperity while reducing risk of failure. In this session, Jerry Vance, founder of Preferred CFO and the nation’s most experienced active fractional CFO, will present tools and strategies that help CEOs and founders measurably elevate their company’s fiscal health, confidence, and strategy by:

    • Tracking the right metrics to better inform the future

    • Evaluating financial teams’ capabilities to more finely tune processes & strategies

    • Harnessing the power of forecasting to achieve goals more confidently & with data-backed decision making