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2021 Missouri

Tuesday, October 12, 2021 8:00 a.m. - 11:50 a.m. CDT

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. Save the date now for the Missouri 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.

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.

Dr. Alan Beaulieu

President & Principal, 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 | Joe Galvin, Decision factors 2021: Thriving on disruption

8:45 - 9:05 a.m.
CONNECTION | Break & Resource Center

9:05 - 10:10 a.m.
CONTENT | Targeted Learning Breakouts
  • Should I grow my business or sell it?
  • CEO’s candid guide to right people, right job, right fit to scale the business
  • Cyber-safety for hybrid workforces: What business owners need to know
  • The new world of flex
  • A better business plan for your family

10:10 - 10:30 a.m.
CONNECTION | Break & Resource Center

10:30 - 11:45 a.m.
CONTENT | Dr. Alan Beaulieu, The journey forward

11:45 - 11:50 a.m.
Closing remarks

Attending in person? Afternoon schedule varies by group, please consult your Chair.

*agenda subject to change

Breakout sessions

9:05 - 10:10 a.m.

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.

9:05 - 10:10 a.m.

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

Presenter: Chris Lundine, Executive Advisor, Culture Index

Join the Culture Index - Missouri 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.

9:05 - 10:10 a.m.

Cyber-safety for hybrid workforces: What business owners need to know

Presenter: Executives of Techguard Security

With 82% of organizations still very concerned about the security risks that come with a distributed workforce, and only 20% say they were prepared for these changes, there is still so much that can be done. With many organizations not knowing where to start, or misaligned on their view of security, the true risks of an organization will likely be unknown until that inevitable day. Join us as we discuss easy takeaways to keep your business, and employees, safe while they are working remotely.

9:05 - 10:10 a.m.

The new world of flex

Presenter: Terry Miller, Human Resources Specialist and Betts Sanders, Performance Specialist, Insperity

Learn how to navigate new landscape and thrive in an everchanging business environment by balancing development and preventing burnout in a hybrid world. Below is the list of takeaways that we would like to bring your attention to and discuss strategy.
  • How do you recognize overwhelm and prevent burnout?
  • Learn prevention tactics to recognize and minimize potential negative effects of burnout on productivity, morale and collaboration.
  • Turn resistance into commitment and inspire team members to take ownership as leaders drive and employees embrace constant change.
  • Clearly communicate business rationale and benefits to your organization.
  • Use flex opportunities to inspire, engage and retain the best employees
  • How do leaders accelerate the process for employee learning and development in times of flex?

9:05 - 10:10 a.m.

A better business plan for your family

Presenter: Drew McLaughlin, Certified Exit Planning Advisor®

Participants will learn how to apply business strategy to their family business in a way that promotes a successful transition. Topics discussed will include Value Acceleration, Master Planning, Legacy Creation, and potential transition options. After all, good transition planning is good business strategy.