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2021 Philadelphia/SCPA

Wednesday, March 31, 2021 8:00 a.m. - 1:00 p.m. EDT

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 Philadelphia/SCPA 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.


Alex Chausovsky

Senior Business Advisor, 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

8:45 - 9:50 a.m.
CONNECTION | Targeted Learning Breakouts

  • Do you want to float or steer? Proactive financial planning is critical to your long-term financial goals
  • A CEO’s journey from success to significance
  • Nine steps towards an unlimited life
  • Insperity business resiliency series - Vaccines and the workplace

9:50 - 10:00 a.m.
Break

10:00 – 11:10 a.m.
CONTENT | Alex Chausovsky, The journey forward

11:10 - 12:05 p.m.
CONVERSATION | Guided Discussion Groups

  • Manufacturing
  • Construction
  • Professional Services
  • Technology
  • General Business

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

*agenda subject to change


Breakout sessions

8:45 - 9:50 a.m.

Do you want to float or steer? Proactive financial planning is critical to your long-term financial goals

Presenter: Patrick D. Runyen CPA/PFS, CFP(R), Principal & Wealth Manager and Dina Megretskaia CFP, EA Senior Financial Advisor at Modera Wealth Management

Join us for an unscripted discussion on how to make smart financial decisions and avoid costly mistakes.
  • How a fiduciary advisor acts as your “Personal CFO” to coordinate all of your moving financial pieces.
  • Are you paying too much in tax? Why most CPAs are historians instead of consultants and what you can do about it.
  • How to utilize insurance without buying too much insurance.
  • Why your estate attorney shouldn’t be the only person that understands your estate plan.

8:45 - 9:50 a.m.

A CEO’s journey from success to significance

Presenter: Laurie Peer, President, RKL Wealth Management LLC

While current economic and business uncertainty requires a focus on day-to-day operations, it’s imperative to develop a long-term strategy that plans for your final chapter. The ROI of thorough succession planning can be stunning for business owners from both financial and personal fulfillment perspectives. This session will lay a foundation for building a successful succession strategy and address what may be preventing you from preparing for an inevitable exit. During this presentation, RKL Wealth Management President Laurie Peer will walk you through:
  • The ROI of exit planning
  • Creating a legacy and communicating your story
  • Integrating your life plan into your business plan
  • Preparing your business, your management team and your family for what’s next

8:45 - 9:50 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.

8:45 - 9:50 a.m.

Insperity business resiliency series - Vaccines and the workplace

Presenter: Michael Lipe, Managing Director of Brand & Marketing Strategy, Fernanda Anzek, Director of Human Resource Operations and Andy Ramzel, Vice President, Property and Casualty Services, Insperity

The public/private partnership between the US government and some of the world’s leading pharmaceutical manufacturers has resulted in multiple COVID-19 vaccinations, each showing tremendous effectiveness in early clinical trials. Now, with vaccine distribution plans being developed and rolling out, questions arise around the employer’s responsibilities when it comes to encouraging, or even requiring, employee vaccination. Is a mandate even possible? What about reasonable accommodations? What about liability if an employee has a negative reaction to the vaccine? Or, what about liability if I don’t require it? How do you navigate a situation that is updating in real-time and do so in a way that protects your employees, your customers and the long-term health of your business?

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