7:45 - 8:45 am

Sale or No Sale: Planning & Protecting You & Your Business—in Several Key Ways

Presenter: Steven Taber, Accredited Estate Planner, Navon Wealth Advisors

While your focus is primarily on planning for your business & its growth, too often planning to protect you & your business might get ignored. Learn the key things the experts recommend that you need to do to protect yourself, your business & your other assets. Whether you plan to sell your business or not, personal estate planning must still be implemented to protect you, your family & your business. Most owners don’t even know that their assets are exposed. Join this session to learn:

• Best practices to protect what is most important to you


• Plans to retain & reward your best people


• Best practices to protect your business and you

Topic: Asset & Estate Planning

7:45 - 8:45 am

Growth Without Pain: A Smarter Way to Scale Operations

Presenter: Greg Deitch, CEO, 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


• Key factors to sustain growth


• Techniques for using technology to drive business strategy


• How does AI help scale


• How to know if you have a true technology leader

Topic: Technology

7:45 - 8:45 am

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: K. Scott Crawford, Partner, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by: 

• Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.


• Evaluating a financial teams' capabilities and ability to provide actionable information.


• Tracking the right metrics to better inform the future.


• Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.

Topic: Financial Management

7:45 - 8:45 am

The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot

Presenter: Michael Johnson, Director of Growth, Fast Slow Motion

Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms. Obtain actionable insights into common mistakes that companies make that hinder their growth. Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.

Topic: Technology

7:45 - 8:45 am

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner SalesStar

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 these 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.

Topic: Sales & Marketing

12:30 - 1:30 pm

Uncovering Hidden Profit Drains: A Practical Case Study

Presenter: Dave Johnson, Managing Partner, C Squared Solutions

You are a board member of ABC Construction. You are to review the case and determine what recommendations you would make to management. This is a case of a profitable company with declining performance. This is an opportunity to test your skills and intuition. Will you:

• Recognize the signs of profit leakage?


• Can you see the impact of the signs?


• What actions can you take?

After the interactive discussion among the attendees, we will present the actual analysis, corrective actions, and how events changed the company.

Topic: Financials

12:30 - 1:30 pm

CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

Presenter: Advisors from Culture Index

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic: Communication & Alignment

12:30 - 1:30 pm

Mastering Business Growth: The Unavoidable Stages of Development

Presenter: Mark Abbott, Founder and CEO, Ninety.io

Discover the key Stages of Development every business must navigate to achieve sustained success. Understanding these stages and their implications empowers you to effectively steer your organization toward market leadership and operational excellence. In this session, Mark Abbott, Founder and CEO of Ninety.io, will cover:

• The essential stages of development


• The importance of focus and alignment


• How filters make scaling easier


• Identifying your current stage of development and strategic focus for growth


• The 9 Core Competencies and the organizational impact of mastering them


• Applying foundational frameworks that have propelled thousands of businesses to success.

Topic: Productivity & Execution

12:30 - 1:30 pm

AI and the Future of Marketing: A Guide for Executives

Presenter: Thomas Young, CEO of Intuitive Websites

Unlock the power of AI to transform your sales and marketing strategies. In this session, you'll gain specific, actionable insights on how to effectively utilize AI tools, such as ChatGPT, to generate more leads and drive sales growth.

You'll leave with:

• Specific knowledge and insights to use AI to generate more leads and more sales.


• Supercharged efforts and results from your sales and marketing teams.


• Tips on how to avoid the most common pitfalls and potential problems with AI tools.


• Clarity and confidence in using AI tools to grow sales immediately.

Topic: Sales & Marketing

12:30 - 1:30 pm

Turning Buyer Interest into Strategy: Business Insights for Owners

Presenter: Brenda Spencer, Strategic Partnership Director, Benchmark International

Buyers are looking for proprietary deal flow, which gives them an advantage during the acquisition process. Arm yourself with the knowledge and strategies for when you are approached directly by a buyer. Join Brenda Spencer as she dives into the dynamics of unsolicited buyers and reveals how to manage and leverage these interactions to your benefit effectively.

• Explore the landscape of today’s diverse buyer market.


• Uncover why your business attracts buyer interest and the timing behind it.


• Learn actionable strategies for engaging and negotiating with potential buyers.

Topic: Mergers & Acquisitions

12:30 - 1:30 pm

Artificial Intelligence for Every Department: Moving Past ChatGPT

Presenter: Chris Tamm, Managing Partner & Founder and Vistage Member & Speaker, Cast Services

Do you know how to use machine vision, machine learning, robotic process automation, and large language models to gain efficiencies across departments?

Join Chris Tamm, Vistage member, seven-time founder and CEO, and highly sought-after speaker on AI and automation, to explore the transformative power of AI. (This is not about ChatGPT!)

Equip yourself with the knowledge to stay ahead in a rapidly evolving technological landscape:

• The latest advancements in AI usage, applications, and robotics


• Practical implementation examples with ROI


• Guardrails and discussing these tools with your teams


• Don't wait on your vendors to roll out an AI feature or two

Topic: Technology