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2021 Michigan / Wisconsin

Wednesday, April 21, 2021 8:00 a.m. - 1:00 p.m. CDT

Event Overview

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Your journey to get here has been extraordinary. Register now for the Michigan / Wisconsin 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

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.

Connor Lokar20202020

Program 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.”


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?
  • Leading your executive team in a post-Covid world
  • Optimizing digital payments

  • 8:45 - 9:50 a.m.
    Experience Vistage

    *For guests of Vistage only.*

    9:50 - 10:00 a.m.

    10:00 – 11:15 a.m.
    CONTENT | Connor Lokar, The journey forward

    11:15 - 12:05 p.m.
    CONVERSATION | Guided Discussion Groups
    • Manufacturing
    • Professional Services
    • Construction
    • General Business

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

    *agenda subject to change

    Breakout sessions

    8:45 - 9:50 a.m.

    Should I grow my business or sell it?

    Presenter: Dave Heymann, Sr. 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.

    8:45 - 9:50 a.m.

    Leading your executive team in a post-Covid world

    Presenter: Daniel Stewart, President, Stewart Leadership

    How can I create a collaborative, united, and result-driven executive team? Join globally-recognized teaming expert Daniel Stewart, as he leads an engaging session that will leave you with a simple, results-driven action plan to strengthen and align your executive team. Using the acclaimed Teaming for Success Model, you will learn what great teaming is, the phases required to achieve it, and a clear roadmap for creating a cohesive executive team. Blending the latest in teaming research and practical application, you will come away with a clear framework, tools, and an action plan to get the most from your executive team.
    • Identify the level of teaming you need from your executive team and your role in achieving it
    • Discuss the five phases of team development and how cohesive teams are built
    • Develop a tailored plan to strengthen your team’s performance using 9 teaming dimensions

    8:45 - 9:50 a.m.

    Optimizing digital payments

    Presenter: Matthew Bleecker, Director of Payment Optimization and Strategy, BMO

    Digitizing your finance processes can help drive productivity improvements, help increase control over working capital and also mitigate fraud risk (which is more important now than ever, as over 80% of organizations experience at least one fraud attempt each year). However, the move to digital requires planning and partnership – partnership with your bank, your customers and your suppliers. In this session, you’ll hear about best practices and tips to implement a digital payments infrastructure.

    11:15 - 12:05 p.m.

    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:
    • Manufacturing
    • Professional Services
    • Construction
    • General Business