7:45 - 8:45 am

Breakfast Session | How is your sales culture impacting company performance?

Presenter: Greg Orth, President, Sandler Training

Your strategies for interacting with prospects from the time you first meet them to the time you make a presentation can have a greater impact on closing a sale than your actual product or service. To optimize sales performance, successful businesses cultivate a SHARP culture around sales. Unfortunately, there are several blind spots that get in our way of achieving that optimal performance. This discussion will:

• Shine a light on some of those blind spots
• Provide a framework for evaluating how 'sharp' your sales culture is
• Identify ways to fill in the gaps to elevate performance

7:45 - 8:45 am

Breakfast Session | What's trending in mergers and acquisitions (M&A) activity

Presenter: Ryan P. Hurst, ASA, Partner, RKL

Coming off an unprecedented year of activity, the M&A landscape for buyers and sellers has changed extensively over the past two years. But what exactly are the data trends telling us? Hear from RKL Partner, Ryan Hurst, as he interprets the data, provides insights into what’s next in the M&A world and gives tips for maximizing value. Relevant to current and potential buyers and sellers, the session will provide owners with a better understanding of M&A trends at national, regional and local levels so they can make informed and strategic decisions about the future of their organizations.

7:45 - 8:45 am

Breakfast Session | From strategy to execution: A framework for reaching objectives

Presenter: Alex Bartholomaus, President, People Stretch Solutions

It’s a real challenge for CEOs to translate their strategy into results by ensuring people know priorities, contribute to progress, and spend time on the most important things. If you’re not confident that you’ll meet your objectives, this program is your first step toward success. You’ll get insights into how leading companies including Google and Intuit use strategy implementation frameworks like Objectives and Key Results (OKRs) to exceed their objectives again and again. OKRs provide everyone with a complete view of the strategy, while encouraging communication around shared objectives. This program helps CEOs close the gap between strategy and execution.

7:45 - 8:45 am

Breakfast Session | Discussion hosted by the Vistage Talent Strategies Network

The topic of talent strategies is just as crucial as financial, marketing, or operational strategies in driving future success. The ability to recruit, develop and retain the right people – all the while keeping a culture intact – is key for leaders.

Be a part of the conversation: Join the Talent Strategies Network.

12:30 - 1:30 pm

Lunch Session | The Great Resignation & the necessity of reinventing how you run your business

Presenter: Mike Matalone, Founder and Chief Talent Officer of the XP3 Talent System (and former Vistage Chair)

According to the U.S. Bureau of Labor & Statistics, roughly 47 million people quit their job last year. As a result, employees are no longer willing or need to settle for less. As an employer, it’s no longer just about thriving. For many, it may be simply about surviving.

During this presentation, you will learn what is most important to employees and how becoming an Employee-Centric company is your key to success, what this means, and how this can propel your company to unprecedented growth.

12:30 - 1:30 pm

Lunch Session | Should I grow my business, sell my business, or transfer it to family

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

Should I grow, sell, or transfer it to family? And how do I do those things? 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. HOPE is not a strategy. 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 company.

12:30 - 1:30 pm

Lunch Session | Workplace safety for a post-pandemic workforce

Presenter: Denise E. Elliott, Esq., Attorney, Labor and Employment Group; Jennifer Will, Esq., Attorney and Co-Chair, Labor and Employment Group

For the last two years, employers have been focused on protecting employees from COVID, complying with mask mandates and considering vaccination questions. While these issues are still relevant, general workplace protections in the midst of post-pandemic workforce challenges are more important than ever. Join us for a discussion of all things workplace safety including:

• Drug testing and accommodating medical marijuana use


• Fitness for duty evaluations


• Accommodations for disabilities


• And more!

12:30 - 1:30 pm

Lunch Session | Building a better business plan for your family

Presenter: Mark S. Uehling, CFP, CIMA, CRPS, CEPA, Sr. Vice President-Wealth Advisor and Tim Uehling, CFP, CRPS Account Vice President-Wealth Management, UBS Financial Services

As an owner or CEO you are focused on the task at hand; leading and growing a great company while navigating the occasional obstacle. Just as you have a plan for your business, shouldn't you have a plan for your family? Come listen to experts who help business owners and their families every day. With decades of experience, they know how to ensure liquidity, manage risk, plan complex estates, capture market opportunities, support charities, provide planning strategies for taxes, value your business, transition your business and much more. In this interactive breakout session we’ll include insights from a global bank focused on supporting business owners.