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2021 Seattle

Tuesday, May 4, 2021 8:00 a.m. - 1:00 p.m. PST

Event Overview

Register now for the Seattle 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.


Why Attend

Check out the special invites from our Summit speakers - you'll find detailed presentation descriptions below!

Event Speakers

Anne Petrik

Director of Research , 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.

Taylor St. Germain

Economic Analyst, 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.

8:15 - 8:45 a.m.
CONTENT | Vistage Research

8:45 - 9:50 a.m.
CONNECTION | Targeted Learning Breakouts
  • Breaking down 401k barriers with big ideas for small companies
  • Goodbye capital gains tax! Is 2021 the year to sell?
  • How to eliminate hiring and people mistakes, optimize your talent and increase profitability
  • How you can optimize your wealth and simplify your life
  • Emotional intelligence & the executive: how not to be an idiot boss

9:50 - 10:00 a.m.

10:00 – 11:15 a.m.
CONTENT | Economic Forecast

11:15 - 12:05 p.m.
CONVERSATION | Guided Discussion Groups
  • Construction
  • Manufacturing
  • Family Business
  • Professional Services
  • General Business

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

*agenda subject to change

Breakout sessions

8:45 - 9:50 am

Breaking down 401k barriers with big ideas for small companies

Presenter: Dave Tippets, Senior Vice President & Chief Growth Officer, Fiduciary Consultant, Soltis Investment Advisors

The Secure Act and Pooled Employer Plans have the potential to change the retirement plan landscape. In this session Soltis will provide detailed insights on the new options and retirement benefits available to business owners.

8:45 - 9:50 am

Emotional intelligence & the executive: how not to be an idiot boss

Presenter: Krisann Hatch, Director of Workplace Innovation, Archbright

Leaders with high emotional intelligence (EQ or EI) create more connected and motivated teams. A leader with a high EQ communicates more effectively, makes better decisions, reduces anxiety and stress, defuses conflict, improves relationships, and empathizes better with others. Studies show that 85% of star performers' effectiveness is linked to possessing a high degree of EQ. In this session, participants will: • Identify the benefits of improving their EQ • Understand key leadership competencies relative to EQ • Put an action plan together to enhance self-awareness, thus increasing leadership EQ

8:45 - 9:50 am

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 - 9:50 am

How to eliminate hiring and people mistakes, optimize your talent and increase 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.

8:45 - 9:50 am

How you can optimize your wealth and simplify your life

Presenter: Terry Cook, Founding Partner & CEO, Parcion Private Wealth

Today’s successful entrepreneurs do not run their companies simply to generate more business. Most want to optimize their personal wealth so they can achieve three key goals: 1. Have confidence and clarity around their ability to build an amazing life of significance 2. Maximize their ability to take care of their loved ones 3. Mitigate taxes before, during, and after the sale of their company Accomplishing even one of those goals can be challenging for busy entrepreneurs, who have complex situations and many “moving parts” to their businesses and financial lives. Based on our research and extensive experience working with entrepreneurs, we have identified the top 9 critical elements that positively contribute to their ability to optimize their personal wealth and simplify their life

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:
  • Construction
  • Manufacturing
  • Family Business
  • Professional Services
  • General Business


Register Now

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