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2021 Tri-State

Tuesday, November 9, 2021 9:00 a.m. - 1:15 p.m. EST

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 Tri-State 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.


Lauren Saidel-Baker, CFA

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

9:00-9:15 a.m.
Welcome

9:15-10:20 a.m.
CONTENT | Lauren Saidel-Baker, The journey forward

10:20-10:55 a.m.
CONTENT | AmyK Hutchins, GET IT: The EQ Leadership We Need Right Now

10:55-11:55 a.m.
CONTENT | Targeted Learning Breakouts

  • How to leverage KPIs to unlock your growth potential
  • Learn how to eliminate hiring and people management mistakes while optimizing workplace satisfaction, efficiencies and profitability
  • Nine steps to an unlimited life
  • Should I grow my business or sell it?
  • Top 10 little-known secrets to optimize the value of a business


11:55-12:05 p.m.
CONNECTION | Break & Resource Center

12:05-12:40 p.m.
CONVERSATION | Small Group Connections

12:40-1:20 p.m.
CONTENT | Anne Petrik, Decision factors 2021: Thriving on disruption

*agenda subject to change


Breakout sessions

10:55 - 11:55 a.m.

How to leverage KPIs to unlock your growth potential

Want to grow your business this year? In this workshop, you will learn how to harness the most impactful KPIs based on industries. You'll also learn how to quickly identify critical financial data involved in successful growth and efficiency while making key recommendations for success.

10:55 - 11:55 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.

10:55 - 11:55 a.m.

Nine steps to 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 to live to an unlimited life with a very healthy health span.

10:55 - 11:55 a.m.

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.

10:55 - 11:55 a.m.

Top 10 little-known secrets to optimize the value of a business

Presenter: Russell D’Alba, President and Managing Director, Paramax Corporation; W. Stephen Hadala III Director, Paramax Corporation

When you are contemplating exiting your business - now or in the future, you need a carefully thought out plan to optimize the outcome. While every situation is unique, successful transactions share key criteria. The deep-dive presentation will explore the common characteristics of Paramax’s most successful transactions. You’ll leave with ten little-known secrets to help answer the burning question, “Is now the best time to sell?”

  • Little-known secrets to help optimize the value of the businesses and prepare for a successful sale or transfer.
  • Whether interested in operational improvements, strategic growth or exit planning, Paramax can help you ask the right questions to help achieve their greatest success.


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