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2021 Philadelphia/SCPA

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

Event Overview

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 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.

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.


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

  • How many holes are in your financial boat?
  • 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

Breakout sessions

8:45 - 9:50 a.m.

How many holes are in your financial boat?

Presenter: Patrick D. Runyen CPA/PFS, CFP®, Principal & Wealth Manager, Modera Wealth Management, LLC

People often do not know how many holes are in their persona financial boat. It is critical to detect the “holes in your boat” early so you can avoid costly mistakes. In this session, we will review some common areas where successful people may be missing the mark.

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: Fernanda Anzek, Director of Human Resource Operations, Insperity and Andy Ramzel, Vice President, Property and Casualty Services

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?

Sponsors