7:45 - 8:45 a.m.

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: Leadership: Communication & Alignment

7:45 - 8:45 a.m.

Software Simplified: A CEO's Guide to Navigating Your Next Tech Project

Presenter: Nick Damoulakis, President and CEO, Orases

Do you have a major technology project in the pipeline that could revolutionize or sink your organization? Are you searching for steps to ensure that your decision is the most beneficial for your company? We offer a strategic framework to navigate the crucial 'build versus buy' decision in software.

• Highlighting the importance of aligning software decisions with your company's goals, culture, and leadership style.


• Introducing an innovative decision-making framework to evaluate custom software development against off-the-shelf solutions, along with sharing the true benefits and drawbacks of each.


• Providing valuable resources and tools to empower Vistage members to effectively implement this framework in their organizations.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

M&A Playbook, Raising Capital, Acquisitions, and Business Exits

Presenter: Iliya Zogovc, Founder & CEO - Gregory Shalov, Founder and Managing Partner, DBD Investment Bank

DBD Partners' founders are set to provide a comprehensive overview of corporate finance essentials. Whether you're seeking capital for your business, aiming to acquire other companies to meet strategic goals, or preparing for an exit, this crash course covers the fundamental aspects. During this session, Gregory and Iliya will guide us through dos and don'ts, highlight critical mistakes to steer clear of, and delve into key terms and concepts crucial for successful corporate finance transactions.

• How to raise capital and private debt in this economic environment.


• Guide to successfully acquire companies.


• How to maximize value when planning a business exit.

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 a.m.

Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals

Presenter: Alex Bartholomaus, CEO, People Stretch Solutions

This program will focus on improving your strategy execution and performance against goals by teaching you how to overcome the 3 most common roadblocks to reach them:

• Improving your strategic inputs.


• How to articulate your goals (OKR, EOS, etc).


• Aligning business results with performance management and compensation.

Topic: Leadership: Strategic Planning

12:30 - 1:30 p.m.

The "People Component", How to Define Roles and Create Accountability

Presenter: Brian Blatchley

We are going to take a deeper dive into the "People Component" of EOS to explore:

• Right Structure


• Right People


• Get it, want it, and capacity

Topic: Talent Management: Performance Management / HR

12:30 - 1:30 p.m.

Reaching New Heights: Unlocking Six Financial Functions for Growth

Presenter: Nelson Tepfer

Your company started with an idea; now it is an organization. As it grows, the skill-and-resource gap begins to widen between what your company needs for smart growth. This comes with a cost. Did you know that your financial operations is built around 6 different yet interconnected functions? In this session, we discuss these different areas and help you identify where your organization may be holding you back or even putting company growth at risk, despite all good intentions. Understanding what you are missing in your framework for financial management will support you achieving your strategic, financial, and operational goals.

Topic: Financials: Financial Management

12:30 - 1:30 p.m.

Transforming Your Business Through Intelligent Process Automation

Presenter: Advisors from Ignite IPA

Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.

Topic: Business Operations: Technology

12:30 - 1:30 p.m.

Getting the Most for Your Life’s Work: Consideration for Enhancing Post-Transition Value

Presenter(s): Mark Uehling – Senior VP, Tim Uehling – VP, Christopher McCullough – Wealth Planning Strategist

Planning for a business transition can be daunting as it is typically a new process and just might be the biggest transaction in a business owners life. Learn about different types of buyers, considerations when planning for a transfer,  maximizing value, and how to plan for your future beyond the transition.

Topic: Personal Development: Exit & Succession Planning