11:10 AM - 12:10 PM

Network Breakout | Deal

Join us for an interactive conversation with experts from U.S. Trust, Bank of America Private Wealth Management.

The Owner’s Journey: Lessons learned before, during and after the sale of a business

Giving up company ownership can be the largest and most important step in a business owner's career and many successful owners are not well prepared to take this step.

• Gain insights and strategies that address the challenges business owners can face when deciding what the next step is for their business


• Better understand how a business owner might prepare for a sale, along with potential pitfalls.


• Learn about various personal planning techniques business owners should consider when embarking on a sale.

Everyone is welcome at this interactive session. Hosted by the Deal Network.

11:10 AM - 12:10 PM

Network Breakout | Family Business

Join us for peer-to-peer conversations exploring your current challenges, roadblocks and opportunities around your family-owned or operated business. Members will have the chance to meet other family business members and address issues such as:

• What is the biggest challenge facing your family business right now?


• Where are you with succession planning and how is it going?


• What type of family governance do you have in place?


• How do you become more relevant to the generations in the business so you don’t have ‘third gen failure?’

Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Family Business Network.

11:10 AM - 12:10 PM

Network Breakout | Manufacturing

Join us for peer-to-peer conversations exploring your current manufacturing challenges, roadblocks and opportunities. Members will have the chance to meet other manufacturing industry members and address issues such as:

• What can you do to build a better pool of potential employees?


• How can you combat high turnover on your factory floor?


• What is the biggest challenge facing your business right now?

Members are encouraged to bring their own manufacturing challenges to this interactive session. Everyone is welcome. Hosted by the Manufacturing Network.

11:10 AM - 12:10 PM

Network Breakout | Marketing and Media

Join us for a panel discussion chaired by Sandy Barger, CMO, Chief Outsiders and Anna Kennedy, Vistage Chair to discuss and explore today’s top marketing and media challenges and opportunities, such as digital marketing, SEO, product design, emerging platforms and more. Members will have the chance to ask questions, share best practices and meet other industry members. Featured panelists will include:

• Gabe Richards, Founder & CEO, Endertech


• Jacob Tell, Co-Founder & CEO, Oniracom


• Kathryn Campbell, Managing Partner, Primitive Spark


• Kindra Hall, Consultant, Keynote Speaker


• Aljolynn Sperber, Managing Director, Marketing Maven

Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Marketing & Media Network.

11:10 AM - 12:10 PM

Network Breakout | Technology

Join us for a panel discussion led by regional technology experts to discuss and explore today’s top technology challenges and opportunities specifically related to bitcoin and crypto currency issues. Member and bSpot CEO Russell Fine and Blockchain executive expert Steve Beauregard will lead a discussion on the disruptive power of this controversial tech trend.

Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Techonology Network.

11:10 AM - 12:10 PM

Network Breakout | Women in Leadership

Join us for breakfast and peer-to-peer conversations exploring your current challenges and opportunities facing today's women business leaders. Members will have the chance to meet other regional female members and address questions such as:

• What’s your vision for yourself and/or your company in the next 2-3 years? Anything that might get in the way?


• What is the most valuable piece of advice you’ve ever received, and how did it impact you as a leader?


• What tools/skills have served you best in your success as a leader? What new tools/opportunities do you need to continue your growth?


• When have you spoken truth to power? And, when you did that, what changed in your leadership and/or in your life?

Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Women in Leadership Network.

12:20 - 1:35 PM

Lunch Breakout | Why you're losing great employees: Decoding the engagement challenge

Presenter: John Bowser, Director, Performance PI, PI Certified Partner

When engagement is strong, a company will flourish. But the costs of getting engagement wrong are extreme. Disengaged managers alone account for somewhere between $77 billion and $96 billion in costs annually and it is estimated that $11 billion is lost annually due to employee turnover which is often the direct result of low engagement. And around every corner is another company who has a survey and a promise to make it all better. With so much help available, why is it such a challenge?

12:20 - 1:35 PM

Lunch Breakout | Make better business decisions with better financial information

Presenter: Jason Kruger, Founder Signature Analytics and Peter Heald, CEO Signature Analytics and Vistage Member

You can’t manage what you don’t measure and stop measuring with bad data! Too often we measure the wrong thing or get the wrong answer. Come learn through some case studies how to develop the right metrics from good information to achieve success and drive your business. Find out how to make better decisions with:

• A foundation of good information


• Business specific metrics


• Analysis and deep dives into product/service/geographic profitability


• Clear understanding of revenue and revenue drivers

12:20 - 1:35 PM

Lunch Breakout | Keep More of What You Earn Through Unclaimed Profit & Tax Efficiencies

Presenter: Eric McDermott, Managing Partner of Pacific Advisors, Vistage Speaker

What if there were ways to take money that might otherwise go to taxes and instead direct it back to growing your business or impacting your personal net worth? What if you could locate the significant unclaimed profit sitting, unseen, on your balance sheet today?

Join us for actionable insights into your company's financial and tax performance to:

• Make more confident business decisions


• Directly impact business profit, cash flow, and enterprise value


• Keep more of what you earn

12:20 - 1:35 PM

Lunch Breakout | Getting Your House in Order Before a Sale or Capital Raise

Presenter: Brette Simon Esq.

Brette’s talk focuses on getting your house in order to maximize your company’s valuation upon an exit or capital raise. She provides practical suggestions for best practices that ALL businesses should follow. After this course, participants will be able to:

Immediately implement practical strategies to maximize their business’ valuation;

Be ready when buyers come out to "kick the tires" as part of due diligence; and

Come into work every day looking at the business from the perspective of a buyer.

Investors/buyers will be thrilled to find a professionally-run business, AND will be ready to pay a full price.

Whether planning to raise capital or sell the company, this presentation will empower owners to build a stronger company and protect it against potential legal and business issues.