Business Growth CEO Conference
Friday, November 8, 2024 7:00 a.m. - 2:10 p.m. PST
Virtual Conference Overview
Build a High-Value Business for Your Best Outcome
Creating a thriving business requires a solid foundation, a clear strategic plan and a focus on elements that increase your company’s value. Understanding your business’ worth, maximizing it and leveraging the right resources are essential to achieving the best possible outcomes.
At the Business Growth CEO Conference, you’ll have exclusive access to experts who will help you in building a scalable, high-value business with simplicity.
To boost your learning experience, we’ve designed two dynamic Breakout Blocks, each offering sessions across three tracks:
- Foundation & Preparation: Discover practical tips to elevate your business’s efficiency and bring together the team that forms the foundation for your best results.
- Growth Levers: Uncover strategies to enhance your company’s worth by honing in on the right growth initiatives and exploring fresh avenues to accelerate success.
- Selling & Exiting: No matter where you are in the transaction cycle, learn how to secure the best possible outcome, tailored to your unique vision.
Customize your conference experience by choosing two sessions per breakout block, either staying within a single track or exploring different areas that align with your goals.
Join us for an event that will empower you to make meaningful progress toward your business objectives. Let’s grow, optimize and succeed together!
Event Speaker's Personal Invitation
Get an early glimpse into keynote speaker, Lisa Bodell's presentation and why you should reserve your seat now!
<p style="text-align: center"Marc Emmer invites you to attend his presentation and the conference!
Event Speakers
Lisa Bodell
Founder and CEO of FutureThink | FuturistLeading Simplicity – A Roadmap
Embracing simplicity as an operational mindset can unleash the power of people to be their best and focus on work that really matters. But simplicity needs an advocate and leaders who step up to send a message that simplicity is a priority that will reap outsized results. In this presentation, Lisa Bodell delivers real-world tools leaders can use to create a culture with simplicity in its DNA and a bias for action. Lisa, author of the bestseller Why Simple Wins, unpacks stories and insights leaders can use to inspire their people, ignite disruptive thinking, build agility, and turn problems into possibilities. With energy, humor, and revealing online interactive exercises, Lisa shows that simplicity is the catalyst that accelerates innovation, collaboration, engagement, and growth.
Simplicity will create a sustainable competitive advantage because it’s the absolute foundation of resilience in the face of never-ending change.
Marc Emmer
President & Chief Consultant of Optimize Inc.Business Risk and Trends for 2025 and Beyond
Entering 2025, small and midsize businesses face an uncertain future. To help CEOs navigate these challenges, Vistage speaker and strategy expert Marc Emmer will recap highlights from his immensely popular 2025 Business Trends series. Joined by Vistage Research Center's Anne Petrik, Marc will update CEOs and owners of small and midsize businesses on key trends for the year ahead and share how SMBs can leverage these insights for a competitive advantage.
Key takeaways for CEOs:
- Evolving trends in wages and employment: Understand the business impact of changing labor markets.
- Impacts from federal deficits, higher bond yields, and interest rates: Navigate the evolving economic landscape.
- Technology and AI: How are small- and medium-sized companies leveraging emerging technologies?
By being aware of these global changes and industry shifts, CEOs can put their organizations in a position to seize the opportunities ahead.
Topics include:
- Financial Preparation and CFO Advisory
- Business Operations
- Business Process + Analytics
Topics include:
- People
- Wealth Strategies
*agenda subject to change
Breakout sessions
8:15 - 9:05 a.m.
Post-Election Viewpoints on Policies and Their Tax Implications
Presenter: Lawrence Leaf, CPA, PFS, ABV, National Estate & Trust Leader, NJ Managing Partner / Tommy Lee, CPA, Partner-in-Charge, Restaurant, Franchise & Hospitality, Strategic Tax Advisor / Jeffrey Gershen, CPA National Tax Co-Leader, Tax Partner | Aprio
Track 1 | Foundation & Preparation
Topic: Tax Preparation
Join a lively discussion with four Aprio business and tax experts as they explore the post-election implications on taxes, including both the tax burdens businesses face and the opportunities that arise.
8:15 - 9:05 a.m.
How to Create a Culture of Accountability
Presenter: Jackie Kibler, Certified EOS Implementer® | EOS
Track 2 | Growth Levers
Topic: Business Operations
People problems are almost always the biggest challenge for businesses, yet solving them is transformational. With advice and strategies from Certified EOS Implementer® Jackie Kibler, this webinar provides the tools for leaders to create an intentional People Component in their organization using simple and proven tools to create a thriving workplace.
8:15 - 9:05 a.m.
Track 3 | Selling & Exiting
Topic: Deal Types
9:10 - 10:00 a.m.
Optimize Your Financial Plan for Your Business
Presenter: Paul J. Brahim, CFP®, AIFA / Managing Director, SVP - Financial Advisor | Wealth Enhancement Group [Vistage Member]
Track 1 | Foundation & Preparation
Topic: Estate Planning & Tax Optionality
Do you have the freedom to walk away from your business without selling it?
In this session, you’ll learn invaluable tools and strategies to optimize your financial plan, increase your options and freedom.
Learn from the firsthand experience of a Vistage member who successfully created optionality in a 60-year-old family business using integrated tax, estate, and investment planning strategies.
9:10 - 10:00 a.m.
Moneyball for Business: Process Mapping & Data-Driven Excellence
Presenter: Derrick Mains, CEO | The Process Fixer
Track 2: Growth Levers
Topic: Business Process & Analytics
Just like Moneyball transformed baseball through data, businesses can improve efficiency by using process mapping, data-driven decisions, and control charts to track performance. By identifying key metrics and monitoring process stability, you can drive consistent, world-class results—with the team you already have on the bench. Creating a pennant-chasing powerhouse of optimization and competitive advantage. In this session you will learn:
- Better ways to measure fundamentals.
- A proven method to control variation.
- A clear map to achieving your pennant-chasing objectives.
Join Derrick Mains as he walks you through the playbook for transforming your business in the race for operational excellence.
12:00 - 12:50 p.m.
3 Secrets to an Incentive Plan that Boosts Performance and Increases Shareholder Value
Presenter: Tom Miller, CEO and Joe Miller, Vice President of Product | VisionLink
Track 1 | Foundation & Preparation
Topic: People
In this presentation, you’ll learn from two experts who have designed over 1,000 incentive plans for private businesses. Get answers to key questions, including:
- What are today’s top employees expecting in a variable pay program?
- How are successful plans constructed and communicated?
- What are the secrets of differentiating your pay offering from your competitors and locking down your key talent?
12:00 - 12:50 p.m.
Unlock Working Capital Now to Position Your Business for Growth
Presenter: Chaun Powell, President | Elevate by Principal
Track 2 | Growth Levers
Topic: Wealth Strategies
Learn about a compelling way to unlock capital and orient your business toward growth. Chaun Powell from Elevate by Principal will discuss tips and ideas focused on reinvesting in your business to better position it for the future, including:
- Uncovering savings on everyday expenses. Learn how group rate discounts can free up working capital you can invest back into your business.
- Determining your current business value. Find out about a quick and easy way to determine how much your business is worth.
- Aligning savings toward business growth. See a way to leverage savings to increase the value of your business.
12:00 - 12:50 p.m.
Track 3 | Selling & Exiting
Topic: Business Valuation
12:55 - 1:45 p.m.
The CEO's Guide to Strategically Scaling Sales
Presenter: Frank Niekamp, Managing Partner | SalesStar
Track 2: Growth Levers
Topic: Sales & Customer Engagement
Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force. Attendees will leave with actionable takeaways:
- Proven methodologies to streamline sales processes and drive consistent results.
- Strategies to leverage data for better decision-making and measurable outcomes.
- Insights to achieve sustainable growth and elevate your company's performance.
This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.
Sponsors
National
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