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2021 Houston

Thursday, May 6, 2021 8:00 a.m. - 1:00 p.m. CDT

Event Overview

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Your journey to get here has been extraordinary.

Equip yourself with learnings, data and perspectives to further your leadership climb. Register now for the Houston 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

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

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.


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

  • Should I grow my business or sell it?
  • Minimizing your lifetime tax- Strategic tax planning for business owners
  • Getting more cash out of your business

  • 9:50 - 10:00 a.m.

    10:00 - 11:15 a.m.
    CONTENT | Alex Chausovsky, The journey forward

    11:15 - 12:05 p.m.
    CONVERSATION | Guided Discussion Groups

  • Construction
  • Professional Services
  • Technology
  • Energy
  • Healthcare
  • Family Business
  • Manufacturing
  • General Business

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

    *agenda subject to change

    Breakout sessions

    8:50 - 9:50 am

    Getting more cash out of your business

    Presenter: Bob Wells, Partner, B2B CFO

    Gaining the knowledge, tools and processes to be able to grow your business. Long-term and Short-term cash flow strategies. Strategic Financial Management vs Accounting Control.

    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

    Minimizing your lifetime tax- Strategic tax planning for business owners

    Presenter: Ali Nasser CEO & Founder of AltruVista

    We all spend time trying to minimize tax for April 15th; but how much time do we spend planning our long-term tax strategy, and innovating ways to minimize lifetime tax? The objectives of this session are to: • Understand the history of taxes and how rates could change in the future • Learn the potential impact of Biden’s tax plan • Understand how to build a Lifetime Tax Strategy • Learn about the biggest planning gaps and opportunities for business owners to consider • Learn how to build a tax strategy that integrates your personal, business and financial goals

    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
    • Energy
    • Healthcare
    • Family Business
    • General Business