7:45 - 8:45 am

Breakfast Session | People Are Not Algorithms

Presenter: Amy Ancira, Managing Director, HireBetter and Vistage Speaker

Technology is dehumanizing talent. The future of business is human-to-human. Build an impactful business and unlock growth with a people-first approach to entrepreneurship, leadership, and talent.

Key takeaways:
1. How to get people to follow you
2. How to attract better talent with heart-based hiring and leadership
3. How to grow & scale with growth matching

7:45 - 8:45 am

Breakfast Session | Get Hiring & Management Right Every Time; Easily Avoid Mistakes, Save Time, Money & Heartache

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc.

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? Let me show you why and how thousands of companies of all sizes in every imaginable industry around the world inexpensively and easily optimize their talent using The Predictive Index.

7:45 - 8:45 am

Breakfast Session | Driving With Data: Your Company’s Roadmap for the Future

Presenter: Jim Downes, Founder of Blueprint CFO

When you look at your numbers, are you thinking about the past, or the future? In Driving With Data, Blueprint CFO’s Jim Downes uncovers the transformative role that accounting and finance professionals can play in achieving a company’s strategic growth goals. Utilizing eye-opening client case studies, Jim shares how a data-driven approach paired with a signature roadmap process can help your business stay on track, and achieve profitability and longevity with greater speed and accuracy.

7:45 - 8:45 am

Breakfast Session | Business Valuation Trends & Drivers

Presenter: Brian Murphy, President & Managing Director, Meridian Capital, Patrick Ringland, Principal & Managing Director, Meridian Capital and James Rothenberger, Managing Director, Meridian Capital

Want to know what your business is worth? With the realities of inflation, Covid-19, rising oil prices, and international conflicts, small business owners have a lot to consider when evaluating their business and what external factors mean for business valuations.

Key takeaways:

• What investors and buyers consider when valuing a company


• How do global events and macro shocks impact the value of your business


• What’s in your control; and what can you do to increase the value of your business?

7:45 - 8:45 am

Breakfast Session | Winning the War for Talent

Presenter: Mike Matalone, Founder/CEO

Over 47 million people quit their jobs in 2021. Employees are rethinking their priorities and their relationship with employers. Workers now have more choices in where they work, who they work for, and they have the power that comes from sitting in that position. You will learn how to navigate this new environment and how a focus on Employee Engagement is your key to success. You will learn how to:

• Assess and Create Engagement


• Enhance your ability to hire the right people for the role and your culture


• Transform your onboarding process and build a highly collaborative team


• Effectively utilize personality assessments to achieve maximum ROI


• Dramatically increase employee productivity and retention

Participants will be able to complete Free Employee Engagement, Core Values, and Company Diagnostic Assessments to determine your level of engagement.

12:30 - 1:30 pm

Lunch Session | How to Grow Enterprise Value to Outpace Inflation

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group and Vistage Speaker

Businesses and their value tend to grow to the limit of the available resources. Working harder (or smarter) will NOT grow the business beyond that ceiling. Inflation makes this even worse by reducing resources. This session discusses growing without increasing resources, how to get more resources for growth, and how business value is REALLY determined. If we want to release some or all of that value, how do we do it? Finally, if I want to transfer the business and its value to the next generation, how do I protect my family, my financial future, and the business?

12:30 - 1:30 pm

Lunch Session | Proceed with Passion & Exit Right

Presenter: Natalie Barron, CFP®, CEPA, CRPS® - Senior Vice President – Wealth Management and Lindsay K. Mais, CFP®, CDFA®, CEPA® - Senior Vice President – Wealth Management

When considering the next stage for your business, your needs may vary depending on your current business cycle. For some, it may be time for the next chapter. Others may want to raise capital to continue growing a business, while others may find that transferring ownership to employees or the next generation is best. Whatever choice, careful planning is key. In this session, we’ll ask you as successful business owners and entrepreneurs to think about your plan, specifically about your plan to exit. Leave with advice and wealth strategies to help shape a successful business exit, no matter your timeline.

12:30 - 1:30 pm

Lunch Session | Opportunity Zones & Real Estate Private Equity – Key Concepts

Presenter: Chris Loeffler, CEO and Co Founder, Caliber Companies

Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

12:30 - 1:30 pm

Lunch Session | The Undeniable Link Between Giving, Growth, and Retention

Presenter: Jonathan Reynolds, CEO and Visionary, Titus Talent Strategies

What if we told you that your giving strategy, or lack of, could be having a negative impact on your organization's growth and employee retention? The cost of replacing an individual employee can range from half to five times the employee's salary, so the solution seems simple, keeping your people helps you grow your bottom line. By focusing on generosity, we’ve proven that you can not only find the right hire but also engage, retain and develop your people. Learn more about the undeniable link between giving, growth, and retention in this discussion with the CEO of Titus, Jonathan Reynolds.

12:30 - 1:30 pm

Lunch Session | How to Get Your Employees to Care as Much About Your Company as You Do

Presenter: Dan Bruder, CEO and Co-founder of Blendification, Author of “The Blendification System,” Instructor of Strategy & Entrepreneurship at CU-Boulder, and Vistage Speaker

The Great Resignation revealed how quickly employees will abandon their jobs when security of a steady paycheck is no longer needed. The work-life balance myth makes us believe work is solely a place of productivity and should be separated from personal needs such as human connection and sense of purpose. The reality is that work and life cannot be separated. To get your employees to care more about your company you must blend company focus with employee pursuits. This workshop provides an actionable framework that helps employees find their motivation, create commitment, and establish routines aligning with your company's culture and strategic outcomes.

12:30 - 1:30 pm

Lunch session | Competing in a New Era to Attract and Retain Talent

Presenter: Marek Helstrom, Performance Specialist, Insperity

Your people are your business. When you have the right fit, you experience increased profitability, performance and productivity—the three essentials to any successful business. Attracting that kind of talent requires taking a close look at your company culture, recruiting tactics and hiring process. The hunt is on for alternative benefits to secure qualified staff—including remote or hybrid work going forward. That begets questions of maintaining engagement and nurturing culture in a remote environment. It’s a lot but our conversation will help you widen your talent pool, hire better talent and be in a position to confidently face the future