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Cincinnati 2022

Tuesday, July 19, 2022 7:15 a.m. - 4:15 p.m. EDT

Event Overview

Innovation. Courage. Decisions.

You show up for your peers and your business with full dedication — at any hour. It’s what makes the Vistage community of business leaders so special.

Now more than ever, it is imperative to innovate at the speed of life. As things continue to change in the blink of an eye, make sure you’re equipped to continue your climb. In the company of your Vistage peers (back in person!), access the insights you need to power your ascent in 2022 and beyond.

Save the date for the Vistage Executive Summit for:

  • Critical keynotes. Your local economy. Your hot-button issues. Your leadership, to the next level.
  • Targeted learning sessions. Deep dives into topics keeping members up at night.
  • Peer-to-peer connections. Get to know your greater Vistage community and share your unique perspective — face to face!

Event Speakers

René Rodriguez

CEO, Volentum, author

Engage the Power of Trust and Teamwork

The world is embracing new interpersonal dynamics in business. To succeed, it is critical to understand and leverage hidden drivers of behavior in a way that engages not only your people, but your customers as well. In this presentation, René Rodriguez will provide actionable insights you can implement immediately to compel new behaviors, new results and new revenue — that lasts.

Key takeaways include:

  • An applicable understanding of the neuroscience of leadership.
  • Proven methodologies that inspire deep engagement.
  • Simple ways to create trust quickly.
  • Specific tools to take back to the workplace and home.

Joe Galvin

Chief Research Officer, Vistage Worldwide

CEO Projections 2022: Embrace the Revolution

Despite mixed economic signals, small and midsize businesses are adding employees at record levels, providing workers with more options, opportunities and power than ever before. The decisions, investments and leadership challenges CEOs are focused on for 2022 center around talent, specifically the hiring, retention and development of people. In this session, you'll gain perspectives on how to embrace the workforce revolution with the latest data and insights from Vistage Research.


7:15 a.m.
Registration opens

7:45 a.m.
Breakfast Sessions

  • Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
  • More sessions coming soon!

9:00 a.m.
General Session | David Lefkowitz, Economic update

10:35 a.m.
Break | Marketplace

11:05 a.m.
General Session | Joe Galvin, CEO Projections 2022: Embrace the Revolution

11:45 a.m.
General Session | Networking activity

12:30 p.m.
Lunch Sessions

  • Should I Grow My Business, Sell It, or Transfer to Family?
  • CEO's Candid Guide to Right People, Right Job, Right Fit to Scale the Business
  • CEO’s Marketing Dashboard

2:00 p.m.
General Session | René Rodriguez, Engage the Power of Trust and Teamwork

3:30 p.m.

Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers.

*agenda subject to change

Breakout sessions

7:45 - 8:45 am

Breakfast Session | Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors, Vistage Speaker

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value. Join us to learn:
  • What it takes to attract an outsized valuation from institutional grade buyers
  • A 20 minute market based approach to assess your company’s “investability”
  • Top 5 deal breakers and seller missteps
  • How to better align operational focus with value creation

Topic: Mergers & Acquisitions

12:30 - 1:45 pm

Lunch Session | Should I Grow my Business, Sell my Business, or Transfer to Family?

Presenter: Dave Heymann, Sr. Mergers & Acquisitions Advisor, Generational Group | Vistage Speaker

How do I know if I should grow or sell? How do I decide if the next generation will succeed? Most entrepreneurs work hard and HOPE that generates the growth they want. Sellers typically find a buyer, negotiate a price and HOPE they get paid that amount of money. Parents HOPE the next generation will succeed. HOPE is not a strategy! We will learn how optimal buyers value companies and what causes value to change. We will study the CORRECT way to grow a business INTENTIONALLY and the only successful way to transfer to family.

Topic: M&A advisory

12:30 - 1:45 pm

Lunch Session | CEO's Candid Guide to Right People, Right Job, Right Fit to Scale the Business

Presenter: AJ Schaeffer, Executive Advisor, Culture Index

Join the Culture Index team to reveal the true fit of your 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? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped 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.

Topic: Leadership: Communication and Alignment

12:30 - 1:45 pm

Lunch Session | CEO’s Marketing Dashboard

Presenter: Jee Vahn Knight, Vice President of Growth, RedRover Sales & Marketing Strategy

Information is power. In this workshop, learn how to more accurately calculate your marketing ROI (or MROI) — not just overall but down to the channel level with accurate attribution of the real drivers of new business. Industry benchmarks will be shared, bringing your marketing KPIs into focus. Attendees will receive a complimentary one-hour working session with the RedRover pack to build the foundation your world-class marketing dashboard.

Topic: Customer Engagement: Sales & Marketing