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2021 Portland

Tuesday, March 9, 2021 8:00 a.m. - 1:00 p.m. PST

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 Portland 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.
Welcome remarks

8:15 - 8:45 a.m.
CONTENT | Anne Petrik, Climb to recovery for CEOs

8:45 - 9:50 a.m.
CONNECTION | Targeted Learning Breakouts
  • Building a better business plan for your family
  • Goodbye capital gains tax! Is 2021 the year to sell?
  • CEO’s candid guide to right people, right job, right fit to scale the business

9:50 - 10:00 a.m.

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

11:10 - 12:15 p.m.
CONVERSATION | Guided Discussion Groups
  • Manufacturing
  • Construction
  • General Business

12:15 - 1:00 p.m.
CONVERSATION | Networking: Social hour

*agenda subject to change

Breakout sessions

8:45 - 9:50 a.m.

Building a better business plan for your family

Presenter: James Beatty, Sr. Vice President, David Rosenthal, Executive Director, Wealth Planning Strategist, and Ethan Bays, Account Vice President and Financial Advisor, UBS Private Wealth Management

James and his team will walk through their process of providing guidance to business owners around the areas of holistic financial planning, exit planning, and risk management. Specifically how their team designs customs strategies for clients through their Liquidity, Longevity, Legacy framework. They will also discuss how they work with business owners to protect and plan for the “Five D’s” that are often overlooked.

8:45 - 9:55 a.m.

Goodbye capital gains tax! Is 2021 the year to sell?

Presenter: Robert L. Hild, Chairman and CEO, ACT Capital Advisors

Tax increases are coming. The proposed capital gains tax changes could have a big impact on the proceeds from the sale of your business. Bob Hild will discuss the future tax situation and how it will affect you.

8:45 - 9:55 a.m.

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

Presenter: Jason Williford, Executive Advisor, Culture Index

Join the Culture Index 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.

11:15 - 12:05 pm

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
  • Construction
  • General Business