Dallas-Fort Worth 2024

7:45 - 8:45 a.m.

Growth for All: Using OKRs to Align Your Company and Drive Financial Success

Presenter: Eric Crews, Founder and CEO of Crews & co.

Setting goals is the first step to achieving them. But how do you know if you’re setting the right goals to hit your growth targets? Join Eric Crews to learn how Objectives and Key Results (OKRs) create whole company alignment that drives financial success. See how the same goal-setting method used by Google, Amazon, and Spotify can create focus and improve performance at every level of your organization.

Topic: Leadership: Strategic Planning

7:45 - 8:45 a.m.

Sale or No Sale: Planning & Protecting You & Your Business—in Several Key Ways

Presenter: Steven Taber, Accredited Estate Planner, Navon Wealth Advisors

While your focus is primarily on planning for your business & its growth, too often planning to protect you & your business might get ignored. Learn the key things the experts recommend that you need to do to protect yourself, your business & your other assets. Whether you plan to sell your business or not, personal estate planning must still be implemented to protect you, your family & your business. Most owners don’t even know that their assets are exposed. Join this session to learn:

• Best practices to protect what is most important to you


• Plans to retain & reward your best people


• Best practices to protect your business and you

Topic: Personal Development: Exit & Succession Planning

7:45 - 8:45 a.m.

Get Your Foot Out of Your Mouth: 3 Tips to Drastically Improve Internal Comms

Presenter: Sasha Robinson, VP of People "Trainual"

In this session, we explore strategies to optimize people operations and expand the core functions that drive your team’s success. We’ll dive into the intricacies of scaling processes, fostering innovation, and enhancing communication within your internal framework. And we’ll talk about why the onboarding and training process plays such an important part in it. You’ll walk away with actionable insights to elevate your internal operating system and a proven framework for working with employees to propel the business into a future of sustainable growth.

Topic: Business Operations: Productivity & Execution

7:45 - 8:45 a.m.

High Stakes Without the Mistakes: Hiring Right the First Time

Presenter: Ben Murphy, Vice President of Sales, Titus Talent Strategies

- The Seat, The Search, The Selection: Discover effective strategies to identify candidates whose skills, values, and aspirations align seamlessly with your company culture. - The Importance of Incorporating Insights: Learn how to leverage data-driven insights, behavioral assessments, and intuitive approaches in your hiring process. - How to Build a Pipeline of Top Talent: Explore the concept of talent acquisition as an ongoing, strategic process rather than a reactive task.

Topic: Talent Management: Hiring, Recruiting, Sourcing

7:45 - 8:45 a.m.

12 Missteps to Avoid When Selling Your Business

Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors

Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:

• 12 common missteps when selling your business


• How to avoid these missteps, and gain practical strategies for a successful sale


• The importance of selecting the right advisor


• Key actions you can take to maximize your business’ value


• Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.


• Learn how to secure the future you’ve worked hard to build

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 a.m.

Transforming Your Business Through Intelligent Process Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA

Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner SalesStar

This session is for CEO's that want a clear path to building a strategic sales system that is scalable, measurable, and predictable.

Topic: Customer Engagement: Sales & Marketing

12:25 - 1:25 p.m.

CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

Presenter: Advisors from Culture Index

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic: Leadership: Communication & Alignment

12:25 - 1:25 p.m.

Hiring Top Sales Talent: There's Got To Be a Better Way!

Presenter: Steve Heroux, Founder/CEO, The Sales Collective

Having a skilled and motivated sales team is crucial for the success of your company. However, finding and hiring top sales talent can be a daunting and challenging task. That's why we've designed this workshop to help you learn the strategies and best practices for attracting, identifying, and hiring the best sales professionals for your organization. In this workshop, you'll learn:

• The key traits and characteristics of top sales performers.


• How to implement a hiring tool with a 92% success rate.


• Why Sales DNA is the key to a better hiring process!

Topic: Talent Management: Hiring, Recruiting, Sourcing

12:25 - 1:25 p.m.

Your Results-Guaranteed B2B Marketing Plan

Presenter: Jee Vahn Knight, Vice President of Growth, RedRover Sales and Marketing Strategy

In this workshop, learn the proven process for developing a measurable B2B marketing plan with predictable returns, driving sustainable growth for your business. By the end of this session, you will be able to:

• Discuss the six building blocks of a results-guaranteed marketing plan.


• Identify the existing gaps in your current strategy development process, and


• Use the GO RISE framework to vet your own plans.

Topic: Customer Engagement: Sales & Marketing

12:25 - 1:25 p.m.

How Smart Companies Spend Less & Save Time by Rethinking Executive Talent

Presenter: Matt Blumberg, CEO, Bolster

In challenging economic times, CEOs are forced to be smarter with every dollar they spend. Leveraging the power of AI as well as the rise of the fractional executive are two key strategies businesses can use to manage tight budgets while still getting access to the expertise needed to scale. In this session, we’ll cover:

• How companies are thinking outside the box when it comes to traditional full-time hiring


• Where AI, fractional executives, and functional mentors can play a role in managing budgets


• Why a strategic talent roadmap is critical to future success and scalability

Topic: Talent Management: Hiring, Recruiting, Sourcing

12:25 - 1:25 p.m.

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors, Vistage Speaker

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value. Join us to learn:

• What it takes to attract an outsized valuation from institutional grade buyers


• A 20 minute market based approach to assess your company’s “investability”


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation"

Topic: Financials: Mergers & Acquisitions

12:25 - 1:25 p.m.

Tech Spend Wisdom: Is Your Software Driving ROI?

Presenter: Nick Damoulakis, President and CEO, Orases

Do you have a major technology project in the pipeline that could revolutionize or sink your organization? Are you searching for steps to ensure that your decision is the most beneficial for your company? We offer a strategic framework to navigate the crucial 'build versus buy' decision in software.

• Highlighting the importance of aligning software decisions with your company's goals, culture, and leadership style.


• Introducing an innovative decision-making framework to evaluate custom software development against off-the-shelf solutions, along with sharing the true benefits and drawbacks of each.


• Providing valuable resources and tools to empower Vistage members to effectively implement this framework in their organizations.

Topic: Business Operations: Technology

12:25 - 1:25 p.m.

No Stone Left Unturned: Optimize Optionality with Financial Planning

Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member

Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.

Topic: Financial planning, tax optimization