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Women in Leadership 2020

Friday, August 21, 2020 7:30 a.m. - 4:30 p.m. PST

Virtual Event Overview

A powerful day of action — for women, by women.
Female Vistage members are some of the most influential businesswomen in the country. On Friday, Aug. 21, join together to celebrate your journeys, and be empowered to conquer what lies ahead.

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What makes Women in Leadership 2020 so unique?
Beyond being the first national, virtual Vistage event for female members, this event is designed to be a day of action and community building. Not only will you hear from pertinent speakers, you’ll have ample time for networking and discussion.
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What will the day look like?
You’ll start the morning with informal networking, then launch into keynote presentations and Chair-guided discussions. Following, you’ll have a two-hour break, before returning for an interactive session on managing stress, capping the day with happy hour networking — it is a Friday, after all!

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Who can I expect to see joining me online?
This event is for female Vistage members, with select qualified guests invited to attend as well. Expect to see your peers, fellow female CEOs, business leaders and executives, joining you for a day of celebration, learning and candid conversation.

Why Attend


  


Event Speakers


Col. Nicole Malachowski

USAF (Ret.)

Harnessing headwinds

To be a successful leader, you must effectively navigate failure, organizational change and the unknown. Like headwinds to a pilot, these perceived barriers can force you to change direction, cost you momentum and even take away options. Headwinds can feel disorienting — and downright uncomfortable.

In her presentation, Col. Nicole Malachowski will demonstrate that with the right mindset, you can harness the energy of headwinds to your personal favor, and to that of your team and business. With insights derived from her 21-year Air Force career and personal triumphs, Nicole will inspire you to go beyond resilience and become resurgent, with practical tools to empower your team.


Kim Scott

Author and Co-founder, Candor Inc.

Radical Candor: Creating a culture of feedback

Giving and receiving feedback can be uncomfortable for many of us, but it’s a profoundly important part of success at work. And for women in business, gender bias can make the feedback process even more challenging.

Sharing from her own leadership experience, Kim Scott will introduce you to the Radical Candor framework — Caring Personally while Challenging Directly — and provide tips, tactics and takeaways you can put into practice immediately. Learn to build a collaborative, relationship-based culture where you and your team can do the best work of your lives.



Sarita Maybin

Communications expert and author

How to stay positive and hopeful in hard times

In this upbeat, interactive closing session, find out four ways to stay hopeful and positive as we move into life after lockdown. Learn how to recharge your energy using “resiliency resources” and reset after recent setbacks. Engage with your Vistage colleagues in small-group virtual breakout discussion, chat about best practices and share your top takeaways at the end of a productive day of learning.

Agenda

https://vistagechair.zoom.us/j/3664875968

7:30 - 8:00 AM
Action: Networking | Coffee & conversation breakouts

8:00 - 8:15 AM
Opening remarks

8:15 - 9:15 AM
Keynote presentation | Nicole Malachowski, "Harnessing headwinds"

9:15 - 10:00 AM
Action: Exploration | Guided discussions on "Harnessing headwinds"

10:00 - 10:10 AM
Break

10:10 - 11:00 AM
Action: Targeted learning | Subject matter expert breakouts
  • $5M is the new $1M — Are you keeping up?
  • BALANCE — Aligning accountability with flexibility in the post-pandemic workplace era
  • Garbage in, garbage out: The broken assumptions plaguing women's financial plans
  • Love your 80s: Accelerating profitable growth with less effort
  • Own Your Worth: What key questions should you address when taking your seat at the money table?
NOTE: You will be prompted to register for your preferred breakout during the event.

11:00 - 11:10 AM
Break

11:10 - 12:10 PM
Keynote presentation | Kim Scott, "Radical Candor: Creating a culture of feedback"

12:10 - 12:55 PM
Action: Exploration | Guided discussions on "Radical Candor"

12:55 - 1:10 PM
Brief recap

1:10 - 3:00 PM
Action: Extended break | Refresh, renew, reconnect

3:00 - 3:45 PM
Speaker | Sarita Maybin, "Staying positive and hopeful in hard times"

3:45 - 4:30 PM
Action: Networking | Happy hour breakouts

*agenda subject to change


Breakout sessions

10:20 - 11:10 AM

BALANCE — Aligning accountability with flexibility in the post-pandemic workplace era

Presenter: Insperity's Sarah Grimstead, Regional VP, Sales and Cynthia James, Director, Service Operations

The last few months have been an unprecedented time in the modern workplace. The impact on an organization’s people has been dramatic as businesses have had to adjust to operating completely remote teams, managing new compliance rules and regulations, and maintaining a level of productivity despite many personal and professional struggles. Join this interactive conversation to learn more about how business leaders can effectively balance the challenges of workplace accountability with the flexibility demands of the post-pandemic future state of our work environment.

10:20 - 11:10 AM

$5M is the new $1M — Are you keeping up?

Presenter: Sharon Bloodworth, CEO, White Oaks Wealth Advisors

We’ve all heard the advice — put your own oxygen mask on before helping others. As female business leaders, it can be challenging to heed, particularly as it pertains to prioritizing personal financial health. In this breakout session, Sharon Bloodworth, CEO of White Oaks Wealth, will draw from personal experience and time-honed expertise to give you the tools to take charge. A Vistage Lifetime Achievement Award winner and 14-year Vistage member whose insights are sought by CBS Money Watch, Forbes, Glamour and beyond, Sharon will guide you through topics like:
  • $5M is the new $1M, are you keeping up?
  • Are you protecting your personal assets?
  • Does your estate plan align with your succession plan?

10:20 - 11:10 AM

Garbage in, garbage out: The broken assumptions plaguing women's financial plans

Presenter: Masha Hodi, Partner & Chief Administrative Officer, Cerity Partners

Even for women forward-thinking enough to have a written financial plan, there’s a very real risk it isn’t worth the paper it’s written on. That’s because, even though the financial planning process doesn’t much differ between men and women, the embedded assumptions often bias towards the reality of male executives. Consider well-documented differences such as disproportionate burdens for household management, child care and elder care, life expectancy, healthcare costs, and financial risk tolerances. Now compound those with executive-level issues around business ownership/equity comp, hedging, tax mitigation, career mapping, and income discounting. The misunderstood, misguided, or outright ignored differences are a perfect recipe for a perfectly useless financial plan. In this fast-paced session, we’ll share real-life stories, model financial plans, and best practices for ensuring your plan represents your reality.

10:20 - 11:10 AM

Love your 80s: Accelerating profitable growth with less effort

Presenter: Val Laufenberg, Partner, BDO

The 80/20 (Pareto) Principle proves 80% of your results comes from 20% of your efforts. BDO will teach you how to identify the 80s in your business and life. We’ll engage you in a discussion of how to align your organization around what truly matters. Women who implement this principle in their organization: -Accomplish bigger results in less time -Experience reduced stress levels -Have more focused and productive days -Find time for their family and friends

10:20 - 11:10 AM

Own Your Worth: What key questions should you address when taking your seat at the money table?

Presenter: Jennifer Povlitz, CFA, Managing Director, West Division Director, Wealth Management USA

American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess by 2030—a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States. Yet, our UBS research shows that many women are not actively involved in the long-term financial decisions that impact their future. This trend cuts across income levels, professions and generations—even though it is estimated that 80% of US women will be in charge of managing their finances alone one day. In this breakout, we'll share ground-breaking insights we've uncovered about women and wealth, and discuss the important connection between this research and your business. We’ll offer:
  • Discuss a framework for thinking about your wealth across three key time horizons.
  • Address the Wealth Way -- how to align your values, life vision, wealth and position yourself to achieve your goals.
  • Provide guidance on common concerns for female leaders and business owners, including advantages you might be able to access now to help with liquidity needs or PPP forgiveness.

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