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Orange County 2022

Hosted in Garden Grove Monday, September 19, 2022 7:15 a.m. - 4:15 p.m. PDT

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.

Register now 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!
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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 Michael Brody-Waite, CEO, Leader Confidential.
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Event Speakers

Michael Brody-Waite, 22

CEO, Leader Confidential

Addictive Leadership

Drawing on his own journey of recovery from addiction, Michael helps leaders identify their “Leadership Addiction” and apply the system created 80 years ago to transform the lives of addicts in order to transform their leadership. Participants walk away with the tools to:

  • Reclaim Time: Save 500 hours per year (seriously)
  • Realign Priorities: Say no to the things that limit high performance
  • Reconnect Relationships: Build stronger bonds and trust with rigorous authenticity
  • Revive Communication: Stop avoiding difficult conversations
  • Reach Potential: Grow talent by asking for what you need
  • Refresh Leadership: Increase energy and engagement with a unique approach

Connor Lokar

Economist, ITR Economics

A Changing Landscape

The economic landscape will be changing in 2023, especially later in the year. Aggressive action by the Federal Reserve Board has also changed our outlook for 2024. We will discuss which segments will be impacted and others that will be more immune to interest rate and other pressures. We will also discuss how attendees can best prepare for the challenges and ongoing uncertainties, and we will offer business strategies and tactics that will allow for maximum profit potential given the economic landscape. We will also:

  • Analyze the Federal Reserve Board’s actions and impact on the economy.
  • Talk through key areas of disinflation and deflation.
  • Discuss varying opportunities in key markets.
  • Cover global trends and their impact on member businesses and on the US economy.
  • Analyze labor market conditions over the next several years.
  • Present an overview of the economic landscape through the rest of the decade.
  • And more!

Joe Galvin 2022

Chief Research Officer, Vistage Worldwide, Inc.

Decision Factors 2022: Unleashing Workforce Productivity

CEOs are facing a dynamic set of rapidly evolving factors that will influence their decisions as the post pandemic reality comes into focus. Once an emerging trend, remote work and the demands of an empowered workforce are challenging CEOs to attract and retain high performers. In this session, you'll gain perspectives on how adapt the workplace to unleash workforce productivity with the latest data and insights from Vistage Research.


Hyatt Regency Orange County

7:15 a.m.
Registration opens

7:45 a.m.
Breakfast Sessions

  • People Are Not Algorithms
  • Get Hiring & Management Right Every Time; Easily Avoid Mistakes, Save Time, Money & Heartache
  • Driving With Data: Your Company’s Roadmap for the Future
  • Business Valuation Trends & Drivers
  • Winning the War for Talent

9:00 a.m.
General Session | Connor Lokar, The Climb Ahead

10:35 a.m.
Break | Marketplace

11:05 a.m.
General Session | Joe Galvin, Decision Factors 2022: Unleashing Workforce Productivity

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

12:30 p.m.
Lunch Sessions

  • How to Grow Enterprise Value to Outpace Inflation

  • Proceed with Passion & Exit Right

  • Opportunity Zones & Real Estate Private Equity – Key Concepts

  • The Undeniable Link Between Giving, Growth, and Retention

  • How to Get Your Employees to Care as Much About Your Company as You Do

  • Competing in a New Era to Attract and Retain Talent

1:40 p.m.
General Session | Michael Brody-Waite, Addictive Leadership

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 | People Are Not Algorithms

Presenter: Amy Ancira, Managing Director, HireBetter and Vistage Speaker

Technology is dehumanizing talent. The future of business is human-to-human. Build an impactful business and unlock growth with a people-first approach to entrepreneurship, leadership, and talent.

Key takeaways:
1. How to get people to follow you
2. How to attract better talent with heart-based hiring and leadership
3. How to grow & scale with growth matching

7:45 - 8:45 am

Breakfast Session | Get Hiring & Management Right Every Time; Easily Avoid Mistakes, Save Time, Money & Heartache

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 specs 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 and predict how they'll work together? 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.

7:45 - 8:45 am

Breakfast Session | Driving With Data: Your Company’s Roadmap for the Future

Presenter: Jim Downes, Founder of Blueprint CFO

When you look at your numbers, are you thinking about the past, or the future? In Driving With Data, Blueprint CFO’s Jim Downes uncovers the transformative role that accounting and finance professionals can play in achieving a company’s strategic growth goals. Utilizing eye-opening client case studies, Jim shares how a data-driven approach paired with a signature roadmap process can help your business stay on track, and achieve profitability and longevity with greater speed and accuracy.

7:45 - 8:45 am

Breakfast Session | Business Valuation Trends & Drivers

Presenter: Brian Murphy, President & Managing Director, Meridian Capital, Patrick Ringland, Principal & Managing Director, Meridian Capital and James Rothenberger, Managing Director, Meridian Capital

Want to know what your business is worth? With the realities of inflation, Covid-19, rising oil prices, and international conflicts, small business owners have a lot to consider when evaluating their business and what external factors mean for business valuations.

Key takeaways:

  • What investors and buyers consider when valuing a company

  • How do global events and macro shocks impact the value of your business

  • What’s in your control; and what can you do to increase the value of your business?

7:45 - 8:45 am

Breakfast Session | Winning the War for Talent

Presenter: Mike Matalone, Founder/CEO

Over 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. You will learn how to navigate this new environment and how a focus on Employee Engagement is your key to success. You will learn how to:

  • Assess and Create Engagement

  • Enhance your ability to hire the right people for the role and your culture

  • Transform your onboarding process and build a highly collaborative team

  • Effectively utilize personality assessments to achieve maximum ROI

  • Dramatically increase employee productivity and retention

Participants will be able to complete Free Employee Engagement, Core Values, and Company Diagnostic Assessments to determine your level of engagement.

12:30 - 1:30 pm

Lunch Session | How to Grow Enterprise Value to Outpace Inflation

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group and Vistage Speaker

Businesses and their value tend to grow to the limit of the available resources. Working harder (or smarter) will NOT grow the business beyond that ceiling. Inflation makes this even worse by reducing resources. This session discusses growing without increasing resources, how to get more resources for growth, and how business value is REALLY determined. If we want to release some or all of that value, how do we do it? Finally, if I want to transfer the business and its value to the next generation, how do I protect my family, my financial future, and the business?

12:30 - 1:30 pm

Lunch Session | Proceed with Passion & Exit Right

Presenter: Natalie Barron, CFP®, CEPA, CRPS® - Senior Vice President – Wealth Management and Lindsay K. Mais, CFP®, CDFA®, CEPA® - Senior Vice President – Wealth Management

When considering the next stage for your business, your needs may vary depending on your current business cycle. For some, it may be time for the next chapter. Others may want to raise capital to continue growing a business, while others may find that transferring ownership to employees or the next generation is best. Whatever choice, careful planning is key. In this session, we’ll ask you as successful business owners and entrepreneurs to think about your plan, specifically about your plan to exit. Leave with advice and wealth strategies to help shape a successful business exit, no matter your timeline.

12:30 - 1:30 pm

Lunch Session | Opportunity Zones & Real Estate Private Equity – Key Concepts

Presenter: Chris Loeffler, CEO and Co Founder, Caliber Companies

Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

12:30 - 1:30 pm

Lunch Session | The Undeniable Link Between Giving, Growth, and Retention

Presenter: Jonathan Reynolds, CEO and Visionary, Titus Talent Strategies

What if we told you that your giving strategy, or lack of, could be having a negative impact on your organization's growth and employee retention? The cost of replacing an individual employee can range from half to five times the employee's salary, so the solution seems simple, keeping your people helps you grow your bottom line. By focusing on generosity, we’ve proven that you can not only find the right hire but also engage, retain and develop your people. Learn more about the undeniable link between giving, growth, and retention in this discussion with the CEO of Titus, Jonathan Reynolds.

12:30 - 1:30 pm

Lunch Session | How to Get Your Employees to Care as Much About Your Company as You Do

Presenter: Dan Bruder, CEO and Co-founder of Blendification, Author of “The Blendification System,” Instructor of Strategy & Entrepreneurship at CU-Boulder, and Vistage Speaker

The Great Resignation revealed how quickly employees will abandon their jobs when security of a steady paycheck is no longer needed. The work-life balance myth makes us believe work is solely a place of productivity and should be separated from personal needs such as human connection and sense of purpose. The reality is that work and life cannot be separated. To get your employees to care more about your company you must blend company focus with employee pursuits. This workshop provides an actionable framework that helps employees find their motivation, create commitment, and establish routines aligning with your company's culture and strategic outcomes.

12:30 - 1:30 pm

Lunch session | Competing in a New Era to Attract and Retain Talent

Presenter: Marek Helstrom, Performance Specialist, Insperity

Your people are your business. When you have the right fit, you experience increased profitability, performance and productivity—the three essentials to any successful business. Attracting that kind of talent requires taking a close look at your company culture, recruiting tactics and hiring process. The hunt is on for alternative benefits to secure qualified staff—including remote or hybrid work going forward. That begets questions of maintaining engagement and nurturing culture in a remote environment. It’s a lot but our conversation will help you widen your talent pool, hire better talent and be in a position to confidently face the future



Hyatt Regency Orange County
11999 Harbor Blvd
Garden Grove, CA