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2021 Dallas / Ft. Worth

Thursday, February 25, 2021 8:00 a.m. - 1:00 p.m. CST

Event Overview

Your journey to get here has been extraordinary.

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

Anchor your ascent with content, connection and conversation.

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 Breakouts and networking with members from your greater Vistage community.

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


Event Speakers

Anne Petrik 2020

Sr. Director of Research, Vistage Worldwide, Inc.

Decision factors 2021: Thriving on disruption

While leaders of small and midsize businesses have been focused on capitalizing on the wave of economic growth, they also must manage the continuing disruptions created by the pandemic to thrive. In this briefing from Vistage research, CEOs will gain perspectives on the five key decision factors they need to consider to successfully lead their business through the end of the year as well as create effective plans for 2022.

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.”


Virtual Event

8:00 - 8:15 a.m.

8:15 - 8:45 a.m.
CONTENT | Anne Petrik, Climb to recovery for CEOs

8:45 - 9:50 a.m.
CONNECTION | Targeted Learning Breakouts

  • CEO’s candid guide to right people, right job, right fit to scale the business
  • Financial management
  • Opportunity zones & real estate private equity - key concepts
  • Should I grow my business or sell it?
  • The silent threat to your business
  • Transform your business with the entrepreneurial operating system

  • 9:50 - 10:00 a.m.

    10:00 - 11:10 a.m.
    CONTENT | Alex Chausovsky, The journey forward

    11:10 - 12:05 p.m.
    CONVERSATION | Guided Discussion Groups

  • Construction
  • Professional Services
  • Technology
  • Manufacturing
  • General Business

  • 12:05 - 1:00 p.m.
    CONVERSATION | Networking: Social hour

    *agenda subject to change

    Breakout sessions

    8:50 - 9:50 am

    CEO’s candid guide to right people, right job, right fit to scale the business

    Presenter: Jason Williford, Executive Advisor, Culture Index

    Join the Culture Index - Dallas/Ft. Worth team to reveal the true fit of your entire 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? Sick and tired of not getting the top and bottom line growth by not hiring and obtaining the right team?

    In this session, you will be prepped with tools 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 along the way.

    8:50 - 9:50 am

    Financial Management

    Presenter: Bob Boulanger, Partner / Tom Washington, Partner / Lisa Caldwell, Partner / Robert Muir, Partner / Tamara Jones, Partner / Steven Tabor, Partner / Mindy Passmore, Partner / Glen Katlein, Partner

    Attributes of financial management:

    • Long term and short term cash, 5 Cs of credit

    • Controller v CFO, common KPIs, margin analysis and pricing strategies

    • Transition preparation and business value planning

    8:50 - 9:50 am

    Opportunity zones & real estate private equity - key concepts

    Presenter: Chris Loeffler, CEO & Co Founder, Caliber

    Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

    8:50 - 9:50 am

    Should I grow my business or sell it?

    Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group

    Many owners treat their business as if it is how they earn a living, or as their passion, or profession. The business itself is an investment, a financial asset. Wise investors know financial assets need to either be grown or be sold. Often owners don’t know how to grow a business INTENTIONALLY vs. OPPORTUNISTICALLY. When it comes to value, we always have an idea what our home and our stocks are worth but many owners have the wrong idea about the value of their business. During this session attendees will learn how a business is actually valued by buyers and what forces drive value up or down. We will also discuss the CORRECT way to grow a business INTENTIONALLY so that the return justifies the risk of owning a privately-held business.

    8:50 - 9:50 am

    The silent threat to your business

    Presenter: Brian DiPaolo, Chief Technology Officer, Accudata Systems

    Cyber threats continue to pummel the U.S. every day and show no sign of stopping. These threats are non-discriminatory and target both the public and private sectors. The complexity by which businesses can be impacted by a cyberattack continues to grow. Vulnerabilities exist in a world of entangled third-party service providers leveraging Cloud-based systems to support them. How do we protect individual parts of an interconnected infrastructure from cyber threats? Businesses must get prepared now for a potential cyber event and transform their IT culture to act in a proactive - not reactive - way in order to protect:

    • valuable data assets

    • corporate reputation

    8:50 - 9:50 am

    Transform your business with the entrepreneurial operating system

    Presenter: Andrew Newsom, President, Planting Traction

    The Entrepreneurial Operating System (EOS) gives leaders and owners a set of proven tools to transform their business. EOS helps companies create a vision for where the organization is going and the plan to get there, makes sure that everyone is executing on that vision with real discipline and accountability, and creates healthy teams where everyone is working together for the greater good of the organization. EOS focuses on achieving results at all levels of the organization so leaders can focus more on what they love doing.

    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:

    • Construction

    • Professional Services

    • Technology

    • Manufacturing

    • General Business