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2021 Los Angeles

Wednesday, August 4, 2021 8:00 a.m. - 12:15 p.m. PST

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 Los Angeles 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


Joe Galvin

Chief Research Officer, 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.


Lauren Saidel-Baker, CFA

Economist, 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

8:00 - 8:15 a.m.
Welcome

8:15 - 8:45 a.m.
CONTENT | Joe Galvin, Decision Factors 2021: Thriving on Disruption

8:55 - 9:55 a.m.
CONTENT | Targeted Learning Breakouts
  • When is the right time to sell?
  • Closing the gap between your life strategy and your financial plan
  • Uncommon Success: Building a better business plan for your family

9:55 - 10:10 a.m.
CONNECTION | Break and Resource Center

10:10 – 11:25 a.m.
CONTENT | Lauren Saidel-Baker, The journey forward

11:35 - 12:15 p.m.
CONVERSATION | Networking: Social hour

*agenda subject to change


Breakout sessions

8:55 - 9:55 am

When is the right time to sell?

Presenter: Robert Hild, Chairman & Managing Director, ACT Capital Advisors

The current state of the M&A Market Are you ready to sell? Value enhancing strategies Sales Process – strategic auction. Your company may be worth more post pandemic. Fast-Track Program Case Studies Panel Discussion/Q&A

8:55 - 9:55 am

Closing the gap between your life strategy and your financial plan

Presenter: Executives from Five Ocean Advisors

Most CEOs and Founders spend significantly more time on their business strategy than they do on their own personal life strategy, creating a meaningful gap between their personal potential and the Financial Plan intended to move them closer to that potential. The gap between a person’s Life Strategy and Financial Plan leads to costly and unnecessary missed opportunities in terms of both personal fulfillment and financial outcomes. our financial advisor’s responsibility is to help you close this gap by: o Supporting you and holding you accountable as you develop a more robust life strategy o Developing a financial structure and implementing an investment strategy that fully aligns your Financial Plan with your Life Strategy In this session we’ll demo our planning tools as we work through a hypothetical client case study to illustrate the level of financial planning depth that is not only possible, but necessary, if clients want to avoid the significant hidden costs of non-customized financial plans.

8:55 - 9:55 am

Uncommon Success: Building a better business plan for your family

Presenter: Executives from UBS

As an owner or CEO you are focused on the task at hand; leading and growing a great company while navigating the occasional obstacle. Just as you have a plan for your business, shouldn't you have a plan for your family? Come listen to experts who help business owners and their families every day. With decades of experience, they know how to ensure liquidity, manage risk, plan complex estates, capture market opportunities, support charities, provide planning strategies for taxes, transition your business and much more. We'll take you through several real world cases and answer your particular questions

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