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2021 Los Angeles

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

Event Overview

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.

 

Event Speakers


Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

Climb to recovery for CEOs

As small and midsize businesses emerge from the impacts of pandemic, CEOs find themselves leading the climb toward a new reality. The decisions, investments and priorities of SMB leaders in 2021 will be driven by the need to get closer to their customers. In this session leaders will learn how to identify changing buyer dynamics and align their sales system for success with the latest insights from Vistage Research.


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, Climb to recovery for CEOs

8:55 - 9:55 a.m.
CONTENT | Targeted Learning Breakouts
  • When is the right time to sell?
  • Developing a comprehensive life strategy to tackle your highest order to do list
  • 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

Developing a comprehensive life strategy to tackle your highest order to do list

Presenter: Executives from Five Ocean Advisors

Details coming soon!

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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