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Sacramento 2023

Wednesday, September 20, 2023 7:15 a.m. - 4:00 p.m. PDT

Event Overview

Experience the entrepreneurial energy of thought leaders all in one room.

The Vistage Executive Summit has been crafted to inspire your leadership, equip you with latest findings in research, future-proof your business with economic insights, and most importantly, build connection with the powerful leaders in your community.

  • ITR Economics brings the economic landscape into view and helps leaders navigate the uncertainties ahead.
  • Vistage Research shares findings from the CEO Confidence Index to help leaders make better decisions quicker.
  • Leadership keynote will wrap up the day on an inspiring and thoughtful note. More details coming soon.
  • Thought leaders present breakout sessions on top-of-mind topics with fresh perspectives.

As a Vistage member, enjoy world-class leadership content and the opportunity to meet new faces in your community. Your insight and impact will make the day even more valuable!

The Member Excellence Awards program will celebrate incredible member stories in your community. Winners and finalists will be showcased at the Executive Summit. Learn more and nominate a member today!

Get ready for the day by downloading the My Vistage app and logging in. Expect to access speaker materials and more resources through the app on the day of the event.

Available for Vistage members only.


Event Speakers

Taylor St. Germain

Economist and Speaker, 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.

Dr. Katherine Jeffery

Generational Strategist

The Generational Shift: Moving Forward Together

Becoming a learning organization and building a culture where people feel safety, belonging, commitment to the vision, and a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present in the workforce and the huge tensions that exist across these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams can be a challenge, but once accomplished, it will reduce this tension and allow for a more psychologically safe workplace. Regardless of the workplace sector you find yourself in, the rapid change of today’s world has left all of us needing to understand our intergenerational teams in a more comprehensive and empathetic manner. One thing we can be sure of is that all employees desire to work under managers who create a safe space for them to flourish. Are you able to ensure this for your employees on multi-generational teams? You are not alone if you are wondering how to decrease the tension across the generations and desire to build a culture where every generation can thrive.

Anne Petrik

Vice President of Research, Vistage Worldwide, Inc.

Decision Factors 2023: 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. Throughout the day, as emcee, Anne will weave perspectives on how to adapt the workplace to unleash workforce productivity with the latest data and insights from Vistage Research.


DoubleTree by Hilton Sacramento

7:15 a.m.
Registration opens

Check-in and pick up your badge. Breakfast buffet served in the Marketplace.

7:45 a.m.
Breakfast Sessions with industry experts

  • Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money
  • The Top 10 Sales Drivers
  • A Deep Dive into the Power of Executive Benefits

9 a.m.
Taylor St. Germain, ITR Economics

A deep dive into the economic issues facing your market.

10:30 a.m.

Visit sponsors and the wider Vistage community in the Marketplace.

11 a.m.
Connection Activity

Meet Vistage peers in a structured networking activity.

12 p.m.

Lunch buffet served in the Marketplace.

12:25 p.m.
Lunch Sessions with industry experts

  • 12 Missteps to Avoid When Selling Your Business
  • Systematize Marketing for Scale and Growth
  • Growth Without Pain: A Smarter Way to Scale Operations

1:35 p.m.
Dr. Katherine Jeffery

Navigate generational complexities as five generations work side-by-side with next-day implementations.

3:10 p.m.
Community Reception

Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.

*agenda subject to change

Breakout sessions

7:45 - 8:45 AM

Breakfast Session | A Deep Dive into the Power of Executive Benefits

Presenter: Bob Nienaber , CEO

Learn how using executive benefits properly can greatly reduce negative cash flows related to executive compensation, improve executive retention, and create profits in the millions for shareholders. Plug your plan data, needs and goals, into the financial service’s top-rated, free AI audit technology, backed with all the available design features, tax and regulatory advantages, investment and/or commercial insurance comparisons, to create top benefits for your key people while immediately returning recouped dollars to the sponsoring companies. Over 70% of existing plans utilizing this audit technology recognize over $2m in previously missed assets for both companies and plan participants.


Topic: Talent Management: Executive Benefits

7:45 - 8:45 AM

Breakfast Session | Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Partner from PI


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? In this breakout you’ll takeaway tools to easily optimize your talent.


Topic: Talent Management: Hiring, Recruiting, Sourcing

7:45 - 8:45 AM

Breakfast Session | The Top 10 Sales Drivers

Presenter: Jim Hardwick, Chief Community Officer, Sales Xceleration


Do any of these statements sound familiar to you?

  • My sales have been declining.

  • Too much of my annual revenue comes from a couple of clients.

  • I can’t find the right salesperson.

In this breakout session we’ll deep dive into maximizing your organization’s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.


Topic: Customer Engagement: Sales & Marketing

12:35 - 1:35 PM

Lunch Session | 12 Missteps to Avoid When Selling Your Business

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


Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:

  • 12 common missteps when selling your business

  • How to avoid these missteps and gain practical strategies for a successful sale

  • The importance of selecting the right advisor

  • Key actions you can take to maximize your business’ value

  • Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.

  • Learn how to secure the future you’ve worked hard to build

Topic: Financials: Mergers & Acquisitions

12:35 - 1:35 PM

Lunch Session | Systematize Marketing for Scale and Growth

Presenter: Angela Pointon, President & CEO, 11outof11 Marketing Agency


This insightful session will explore the rarely-discussed systems and processes that are critical to scale marketing and aid in the growth of your company. The session will highlight how to get the most out of:

  • rhythmic marketing instead of random bursts

  • documented marketing strategies and processes

  • marketing that truly aligns with how your company will grow

Together, we'll review a case study of one organization that grew rapidly by following the practices covered in this session and broke into an underserved market. Participants will leave with an actionable vision for marketing and how to achieve faster growth.


Topic: Customer Engagement: Sales & Marketing

12:35 - 1:35 PM

Lunch Session | Growth Without Pain: A Smarter Way to Scale Operations

Presenter: Greg Deitch, CEO & Jeremy Stephens, Vice President, Fluent Consultants


This session is for executives who find that with growth their processes don't work as well as they once did. In this session attendees will learn:

  • Common challenges faced by growing businesses

  • 5 Keys to sustaining growth: Productivity, Insights, Speed, Scalability and Differentiation

  • Techniques for using technology to drive business strategy

  • How to know if you have a true technology leader

Topic: Business Operations: Technology



DoubleTree by Hilton Sacramento
2001 Point West Way
Sacramento, CA