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Seattle 2022

Hosted in Bellevue Monday, May 9, 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.

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!
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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
– presentations
– takeaways
– and more!
Look for the link 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.


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Vistage is partnering with the venue to ensure that safety measures are followed which align with the CDC and local public health protocols.
For more details from the Hyatt Regency Bellevue, please visit https://www.hyatt.com/en-US/info/coronavirus-statement

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Why Attend


Check out this special invitation from keynote Allison Massari, Artist & Speaker.
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Event Speakers


Allison Massari

Artist & Speaker

The Fire Within(SM): The Art of Exceptional Self-Leadership

Prepare to be taken on a journey. In this thought-provoking presentation, Allison Massari will share how to find peace, purpose and happiness, providing tools to rise above any obstacle. As the survivor of two life-threatening car accidents, suffering severe burns on over 50% of her body, Allison’s experience is one of absolute loss, forgiveness, and ultimately, unimaginable success. Through the power of storytelling, she will take you through each step in her path to the present, weaving in humor, empathy and potent life lessons. Leave with takeaways like:

  • The answers to some of life’s biggest questions.
  • An inspired perspective on life.
  • Applicable tools for managing change and adversity.


Connor Lokar

Economist, ITR Economics

The Climb Ahead

Inform your decision-making in a changing economic landscape with this data-packed presentation from ITR Economics. Tailored to your local market, ITR’s analysis will:

  • Assess business demand for 2022, 2023 and into 2024.
  • Evaluate the labor market and present expectations for availability and labor costs.
  • Present a clear picture of inflation and interest rates.
  • Discuss lingering supply chain issues and ongoing pricing concerns.
  • Look at key leading indicators and what they foretell for your market.
  • Present relevant market outlooks and discuss issues that impact your profitability.
  • And more!



Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

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.

Agenda

Hyatt Regency Bellevue

7:15 a.m.
Registration opens

7:45 a.m.
Breakfast Sessions

  • Business valuation trends & drivers
  • CFO Excellence - Leadership beyond Finance
  • How the hack happens: Real stories and solutions every CEO should know
  • Networking discussion hosted by the Vistage Construction Network
  • Networking discussion hosted by the Vistage Family Business Network
  • Networking discussion hosted by the Vistage Professional Services Network


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, CEO Projections 2022: Embrace the Revolution

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

12:30 p.m.
Lunch Sessions

  • Strategies for maximizing your business value
  • The secrets to growing a business or non-profit organization
  • Even a duck can drown – 6 Lessons for improving employee wellness & resilience
  • Seven ways to enhance the value of your business during uncertain times
  • Unleash your balance sheet to drive better financial rewards.
  • Real world lessons | Turn a successful sale into your optimal financial world
  • Experience Vistage – for guests only


1:40 p.m.
General Session | Allison Massari, The Fire Within (SM): The Art of Exceptional Self-Leadership

3:30 p.m.
Reception

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 | Business valuation trends & drivers

Presenter: Brian Murphy, President & 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?

Topic: Financials - Mergers & Acquisitions

7:45 - 8:45 am

Breakfast Session | CFO Excellence - Leadership beyond Finance

Presenter: Alan Chaffee, CEO, Turning Point Advisors

CFO’s today need to move beyond the minimum hurdle of providing accurate financial reporting. They need to practice CFO Excellence. The office of the CFO in the middle market is often overlooked as a key source of leadership, innovation, and growth. The CFO holds the wallet to all the activities of the business, creating an opportunity to provide leadership in all areas. If you want to maximize your company’s growth, profitability and cash flow, you will want to join me as I address the top 10 tips for leadership from the office of the CFO.

Topic: Financials – Capital/Cash Management

7:45 - 8:45 am

Breakfast Session | How the hack happens: Real stories and solutions every CEO should know

Presenter: Mary Burris, CEO and Founder, SisAdmin

Getting hacked can happen to you, but have you ever wondered 'how'? Gain expert insights into tricks hackers use and the simple steps you can take to help prevent exposure in your workplace.

Topic: Business Operations – Infrastructure

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Construction Network

Join local construction leaders for a morning networking discussion on the challenges and innovations impacting your business and the construction industry. Forge valuable connections and share insights with peers who speak your language.

Breakfast provided. All attendees welcome. Join the Construction Network.

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Family Business Network

The decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session around the challenges and critical decisions you’re facing. Forge valuable connections with peers who speak your language.

Breakfast provided. All attendees welcome. Join the Family Business Network.

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Professional Services Network

Start your morning creating valuable connections and gleaning insights from leaders in the professional services industry. You’ll discuss a variety of pressing topics in a fast-moving discussion with peers who speak your language. This is an opportunity to quickly solve challenges and expand your network.

Breakfast provided. All attendees welcome. Join the Professional Services Network.

12:30 - 1:30 p.m.

Lunch session | Strategies for maximizing your business value

Presenter: Eric Weider, Executive Director, UBS and Renee Hawkes, CPA, CEPA, Director, Relationship Manager, Senior Wealth Strategist, UBS

When leading a business, an owner can be susceptible to focusing solely on the task at hand and take their eye away from achieving long-term success, both personally and professionally. This is an honest discussion about the process of constructing a portfolio to provide cashflow to withstand volatility and to outpace inflation. You’ll leave this session understanding:

  • How to bring together the right team.
  • The role of fixed income, real estate, and equities.
  • Developing a game plan with risk tolerance in mind.

Topic: Financials – Financial Management

12:30 - 1:30 p.m.

Lunch Session | The secrets to growing a business or non-profit organization

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

Census bureau statistics reveal it is much harder to grow a business than most entrepreneurs realize. Owners attempt to grow by increasing activity and spending money. But businesses have finite resources, and this type of “opportunistic” growth has very little sustainable success. People assume that the secrets to growth are industry specific . . . but they are NOT! Operating a company requires industry knowledge but optimizing a company is hindered by this parochial thinking. In this presentation, we discuss the three methods for intentional growth which work for businesses, not-for-profit organizations, government entities, franchisors, and franchisees.

Topic: Business Operations - Productivity & Execution

12:30 - 1:30 p.m.

Lunch session | Even a duck can drown – 6 Lessons for improving employee wellness & resilience

Presenter: Dr. Maureen Orey, CPTD, Insperity

Resilience is the capacity to not only survive life's challenges, but to learn and grow from them, to become stronger because of such challenges. When challenges arise, people often say “just let it roll off you, like water off a duck’s back.” The problem is that ducks aren’t always waterproof… and people aren’t always resilient. Inspired by nature and informed by the psychology of resilience, our objectives will be to:

  • Define resilience and its importance in an age of uncertainty
  • Identify the characteristics that enables you build resilience
  • Discover the keys to building your personal and professional resilience
This interactive session provides the opportunity to explore new ideas, connect with others, and gain actionable insights to build your resilience and help others do the same.

Topic: Talent Management: Retention & Engagement

12:30 - 1:30 p.m.

Lunch session | Seven ways to enhance the value of your business during uncertain times

Presenter: Robert Hild, Chairman & CEO, ACT Capital Advisors

Are the US Federal Reserve, inflation, Ukraine, COVID, supply chain, and labor shortages impacting the value of your business? Bob Hild, a recognized leader in the M&A industry, will reveal ACT’s recent experiences with buyers and how they view these critical value-impacting issues. In addition, he will share seven strategies you can deploy to protect and enhance your company's value.

Topic: Financials - Mergers & Acquisitions

12:30 - 1:30 p.m.

Lunch session | Unleash your balance sheet to drive better financial rewards.

Presenter: Rebecca Young, Professional Services Practice Group Leader, CBIZ Berntson Porter and Matt Goodwin, Director and Family Wealth Services Practice Leader at CBIZ Berntson Porter

A properly managed balance sheet is a significant driver of improved cash flow, earnings and financing opportunities which will drive stakeholder value and reward. Alternatively the balance sheet can be where your profits and cash flow go to die (a financial dinosaur graveyard). Learn how to engage your finance professionals to fully understand the dynamics of planning for your balance sheet in regards to benchmarks, accounting practices, dividend distribution planning, billing practices, financing and other items. Included will be a discussion on how to engage your tax professionals regarding the impact of tax entity choice, pensions planning, deferred compensation programs and stakeholder tax and estate planning on the company’s after tax cash flow and financial success for all stakeholders.

Topic: Financials – Capital/Cash Management

12:30 - 1:30 p.m.

Lunch session | Real world lessons | Turn a successful sale into your optimal financial world

Presenter: Terry Cook, Founder & CEO, Parcion Private Wealth

Business owners succeed by obsessing over the details. Why is it then that 50 percent of business owners are unhappy after they sell their business? Join Parcion’s Terry Cook as he shares his experiences gleaned over nearly 30 years of guiding business owners through wealth events. Topics covered include:

  • How to build your professional “success” team to optimize your sale
  • Personal planning to mitigate taxes and provide clarity for your lifestyle goals
  • How to prepare for “What’s Next” after the sale
Filled with real-world examples and actionable steps to optimize the biggest financial transaction for most business owner’s lives.

Topic: Personal Development - Asset & Estate Planning


Sponsors





Location

Hyatt Regency Bellevue
900 Bellevue Way NE
Bellevue, WA