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2021 San Francisco/Silicon Valley

Tuesday, September 14, 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 Francisco/Silicon Valley 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.”



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 | Networking

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
  • When is the right time to sell?
  • Playing the long game: How to bring more life into your work/life balance
  • Learn how to eliminate hiring and people management mistakes while optimizing workplace satisfaction, efficiencies and profitability
  • The CEO’s guide to building a world-class sales and leadership team

10:55 - 11:05 a.m.
Break

11:05 – 12:25 p.m.
CONTENT | Connor Lokar, The journey forward

*agenda subject to change


Breakout sessions

9:55 - 10:55 a.m.

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 ever changing 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 a.m.

When is the right time to sell?

Presenter: Robert Hild, Chairman & Managing Director, ACT Capital Advisors

The current state of the M&A Market Are you ready to sell?
  • Value enhancing strategies
  • Sales Process – strategic auction
Your company may be worth more post pandemic.
  • Fast-Track Program
  • Case Studies
  • Panel Discussion/Q&A

9:55 - 10:55 a.m.

Playing the long game: How to bring more life into your work/life balance

Presenter: Lisette Smith, COO & Senior Advisor, The Advisory Group of San Francisco, LLC

Intense work demands and family responsibilities, all during your peak earning years, make the conflict between money and time more profound than ever. Some leaders begin to focus seriously on retirement as their best opportunity for a break, yet realistically early retirement isn't the answer, both for financial and personal fulfillment reasons. You’ll learn:
  • How to prevent burnout without derailing your career
  • The math behind taking time off
  • How a longer, healthier life redefines retirement
  • Why taking a extended time off will help you sustain success over the long term
  • Step away with life-changing insights to turn your success into freedom.

    9:55 - 10:55 a.m.

    Learn how to eliminate hiring and people management mistakes while optimizing workplace satisfaction, efficiencies and profitability

    Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc

    Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job descriptions for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams? Let me show you why and how thousands of companies of all sizes in every imaginable industry around the world inexpensively and easily optimize their talent using The Predictive Index.

    9:55 - 10:55 a.m.

    The CEO’s guide to building a world-class sales and leadership team

    Presenter: Jeff Borovitz, CEO, Sandler Training SF Bay Area

    Jeff will cover:
    • The Buy/Sell Intersect
    • Typical Way that Buyers Buy
    • Role of a Sales Leader
    • Building a Sales Driven Organization
    • The Hiring Funnel
    • Playbooks, and more!

    Sponsors