Loading Events

2021 Ohio

Thursday, July 15, 2021 8:00 a.m. - 12:15 p.m. EDT

Event Overview

Click here to log in to the event.

Your journey to get here has been extraordinary.

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


Connor Lokar

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.”


Agenda

Virtual event

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

8:15 - 8:30 a.m.
CONVERSATION | Networking

8:30 - 9:10 a.m.
CONTENT | Joe Galvin, Decision Factors 2021: Thriving on Disruption

9:10 - 10:10 a.m.
CONTENT | Targeted Learning Breakouts
  • Should I grow my business or sell it?
  • The M&A process in a COVID environment
  • Nine steps towards an unlimited life
  • Tax reform and ESOPs

10:10 - 10:25 a.m.
Break | Resource Center

10:25 – 11:50 a.m.
CONTENT | Connor Lokar, The journey forward

11:50 - 12:15 p.m.
CONVERSATION | Networking

*agenda subject to change


Breakout sessions

9:10 - 10:10 a.m.

Nine steps towards an unlimited life

Presenter: John Asher, CEO, Asher Longevity Institute

John Asher will describe a clear roadmap for Living a MUCH longer and Much higher quality of life, free of disease. He will show the four principle causes of aging at the cellular levels and how to stop them. He will provide antiaging protocols for sleeping, eating, exercise, a healthy gut microbiome, supplements and fasting. He will show the benefits of a few previously FDA approved drugs with an off-label benefit for longevity. John practices what he preaches. He is stronger and in better shape than when he played football in college. Participants will walk away with a clear roadmap.

9:10 - 10:10 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.

9:10 - 10:10 a.m.

The M&A process in a COVID environment

Presenter: Marc Fleagle, SVP, MelCap Partners, LLC

Selling a business for many owners is a once in a lifetime event that requires thought and preparation. The process that is used is critical to helping the business owner maximize the sale price in normal conditions. In a pandemic like the C-19 one we are in, it is even more critical. MelCap will explore the M&A process and how it has been impacted in the current COVID environment.

9:10 - 10:10 a.m.

Tax reform and ESOPs

Presenter: Leslie Lauer, Managing Director, UBS; Shane Lieberman, Federal Affairs Mgr. in the US Office of Public Policy, UBS; Tyler Holocher, Financial Advisor, UBS

Since November's election, many business owners have wondered how President Biden's tax plans will impact their companies. In particular, issues such as corporate tax rates and rising capital gains taxes could directly affect the standing of a potential ESOP strategy. We invite you to join us for an event, featuring Leslie Lauer, Managing Director and leader in the wealth management industry for business owners, UBS, Shane Lieberman, Federal Affairs Manager in the US Office of Public Policy, UBS, and Tyler Holocher, Financial Advisor, UBS.

Sponsors