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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.

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Join us at 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!

Have the Summit in your pocket
All event materials will be available when you need them, from your mobile device in the Digital Event Folder. By logging into My Vistage day-of the event, access:
– agenda
– presentation downloads
– takeaways
– and more!
Look for the link to the Digital Event Folder in your inbox leading up to the event.

Download the My Vistage mobile app for quicker access day-of the Summit.
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Available for Vistage members only.

Why Attend

Check out this special invitation from keynote René Rodriguez, CEO, Volentum, author.

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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.

David Lefkowitz

Head of Equities, UBS Americas

The Trends and Forecasts in the Economy and Its Impact on Private Businesses

The global economy is fast-changing, with public sector macro and micro trends affecting private businesses more and more. Join David Lefkowitz, Head of Equities for UBS Americas, as he breaks down key economic drivers and provides access to institutional quality advice to help identify opportunities and potential market risks – supporting owners and CEOs in preserving and growing their companies. Key takeaways include:

  • An outlook on the US equity market and how micro/macro-economic factors can be opportunistic for owners and CEOs.
  • Putting federal policy, valuations, and interest rates in perspective.
  • An update on the current geopolitical / business news and how to prepare for a rise in inflation.

Joe Galvin 2022

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.


Westin Cincinnati

7:15 a.m.
Registration opens

7:45 a.m.
Breakfast Sessions

  • What Every CEO Needs to Know to Protect Against a Cyberattack
  • Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
  • 4-Stage Process for Creating Real, Sustainable and Transferrable Business Value
  • The Great Resignation and why you need to become an employee-centric company

9:00 a.m.
General Session | David Lefkowitz, The Trends and Forecasts in the Economy and Its Impact on Private Businesses

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, Sell, or Transfer my Business to Family?
  • CEO's Candid Guide to Right People, Right Job, Right Fit to Scale the Business
  • CEO’s Marketing Dashboard
  • Looking Ahead: Building Your Strategic Wealth Map

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 | What Every CEO Needs to Know to Protect Against a Cyberattack

Presenter: Jesse Kegley, Managing Partner, Emerge IT Solutions

Once viewed as “IT,” cybersecurity is now a business risk issue. Most businesses don’t spend enough time evaluating cybersecurity risks. Understanding the cyber threat landscape is a critical first step to reducing the risk of data loss and business interruption. Join us to gain relevant insights and actions you can take today to mitigate the risk of a cyberattack. In this informative session you will gain knowledge on:

  • Why cyber crime is exploding

  • How a cyber attack affects a small or midsize business

  • Preventative measures you can take today

  • Critical layers of security

Topic: Business Operations: Risk Management

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

7:45 - 8:45 am

Breakfast Session | 4-Stage Process for Creating Real, Sustainable and Transferrable Business Value

Presenter: David Tramontana, President (Integrator), FocusCFO

We all want to build a business of value, for the owner and leaders, for our employees, and for potential future investors or buyers. While advice abounds on “what” to do, we often underestimate and get stuck on the “how”. The level of effort, time and focus required, priorities, and the importance of having the right team in place to execute on the strategy. Kickoff your day with this engaging, caffeinated breakfast session, gaining practical insights you can put into action right away:

  • What is the 4-stage value building process?
  • A-Teams’, internal AND external, you’ll want in place to execute

  • Practical methodology to break this seemingly daunting challenge into executable, bite-sized steps

Topic: Financial Management

7:45 - 8:45 am

Breakfast Session | The Great Resignation and why you need to become an employee-centric company

Presenter: Mike Matalone, Founder and CEO, XP3 Talent

According to the U.S. Bureau of Labor Statistics, roughly 47 million people quit their jobs in 2021. Employees are rethinking their priorities and their relationship with employers. Workers now have more choices in where they work, who they work for, and they have the power that comes from sitting in that position.

In this riveting, and ultimately, empowering presentation, XP3 Talents Founder/CEO, and best-selling author of HIRE TRAIN RETAIN, Mike Matalone, will help you understand how to navigate this new environment, and how becoming an employee-centric company is your key to success.

Topic: Talent Management: Retention & Engagement

12:30 - 1:45 pm

Lunch Session | Should I Grow, Sell, or Transfer my Business 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 of your world-class marketing dashboard.

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:45 pm

Lunch Session | Looking Ahead: Building Your Strategic Wealth Map

Presenter: Holly Mazzocca, CFP, President, Wealth Advisor, Principal and Jason Katz, CFP, CPA, CEPA, Wealth Advisor, Principal, Bartlett Wealth Management

This interactive session puts your goals front and center. Join Holly Mazzocca and Jason Katz for an examination of strategic planning – for your business, for your family, and for yourself. This workshop will provide actionable steps for structuring your holistic wealth plan and aligning your goals and values to create a roadmap to financial wellness. The most demanding jobs happen one step at a time; we’ll take the first one together.

Topic: Leadership: Strategic Planning



Westin Cincinnati
21 E 5th Street
Cincinnati, OH