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2021 San Diego

Thursday, October 7, 2021 8:00 a.m. - 12:25 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 San Diego 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.


Brian Beaulieu

Chief Executive Officer, 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.”



AmyK Hutchens

Author and Business Strategist

GET IT: The EQ leadership we need right now

Imagine having the ideal set of communication skills to break down barriers, inspire action, heal relationships, solve problems and create real connection. What if you had the confidence, courage and capability to lead empathically? You’d be unstoppable — both brilliant in business and happy in life. In this compelling and energetic presentation, AmyK Hutchens, a Vistage award-winning speaker, two-time No. 1 Amazon best-selling author, and 20+ year coach and consultant, will share the power of empathic intelligence.

Agenda

Virtual event

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

8:15-8:50 a.m.
CONTENT | Joe Galvin, Decision factors 2021: Thriving on disruption

8:50-9:20 a.m.
CONVERSATION | Small Group Connections

9:20-9:55 a.m.
CONTENT | AmyK Hutchens, Get It: The EQ leadership we need right now

9:55-10:55 a.m.
CONTENT | Targeted Learning Breakouts
  • The new world of flex
  • Should I grow my business or sell it?
  • Tax Reform and ESOPs

10:55-11:05 a.m.
CONNECTION | Break & Resource Center

11:05-12:25 p.m.
CONTENT | Brian Beaulieu, The journey forward

*agenda subject to change


Breakout sessions

9:55- 10:55 am

The new world of flex

Presenter: Terry Miller, Human Resources Specialist and Karen Leal, Performance Specialist, Insperity

Learn how to navigate and thrive in an everchanging business environment, balancing development and preventing burnout in a hybrid world. • Use flex opportunities to inspire, engage, and retain the best employees. • Leverage 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 employees to embrace constant change. • Accelerate employee learning and development in times of flex.

9:55- 10:55 am

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.

9:55- 10:55 am

Tax Reform and ESOPs

Presenter: Leslie Lauer, Managing Director; Shane Lieberman, Federal Affairs Manager in the U.S. Office of Public Policy;Matt Hansen, CFP ®, CEPA ®, Certified Exit Planning Advisor; Tom McMullen, CRPC ® Certified Exit Planning Advisors

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 Shane Lieberman, Federal Affairs Manager in the U.S. Office of Public Policy Matt Hansen, CFP ®, Certified Exit Planning Advisor Tom McMullen, CRPC ®, Certified Exit Planning Advisor

Sponsors