7:45 - 8:45 am

Breakfast Session | From Strategy to Execution: A Framework for Reaching Objectives

Presenter: Alex Bartholomaus, President, People Stretch Solutions

It’s a real challenge for CEOs to translate their strategy into results by ensuring people know priorities, contribute to progress, and spend time on the most important things. If you’re not confident that you’ll meet your objectives, this program is your first step toward success. You’ll get insights into how leading companies including Google and Intuit use strategy implementation frameworks like Objectives and Key Results (OKRs) to exceed their objectives again and again.

OKRs provide everyone with a complete view of the strategy, while encouraging communication around shared objectives. This program helps CEOs close the gap between strategy and execution.

Topic: Leadership: Strategic Planning

7:45 - 8:45 am

Breakfast Session | Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation.

Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors and Vistage Speaker

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value. Join us to learn:

• What it takes to attract an outsized valuation from institutional grade buyers


• A 20 minute market based approach to assess your company’s “investability”


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 am

Breakfast Session | CEO’s Marketing Dashboard

Presenter: Jee Vahn Knight, Vice President of Growth, RedRover Sales & Marketing Strategy

Information is power. In this workshop, learn how to more accurately calculate your marketing ROI (or MROI) — not just overall but down to the channel level with accurate attribution of the real drivers of new business. Industry benchmarks will be shared, bringing your marketing KPIs into focus. Attendees will receive a complimentary one-hour working session with the RedRover pack to build the foundation your world-class marketing dashboard.

Topic: Customer Engagement: Sales & Marketing

7:45 - 8:45 am

Breakfast Session | Attract & Retain Talent Post Great Resignation

Presenter: Mark Davis , CFP®, CEBS®, CRPC® Business Development Officer and Cory Wallace, MBA, Sr. Vice President, PNC Commercial Bank

From combating the Great Resignation with Defined Contribution Plan strategies, engaging savings strategies for entry-level workers, post-COVID retirement strategies, providing on-demand financial education and exploring the new world of work, learn how to leverage new ways to engage your employees.

Topic: Talent Management: Retention & Engagement

7:45 - 8:45 am

Breakfast Session | 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:Financials: Financial Management

12:30 - 1:30 p.m.

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

Presenter: Eileen Stephens, Executive Advisor, Culture Index, Vistage Member

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

12:30 - 1:30 p.m.

Lunch Session | Should I Grow, Sell, or Transfer My Business to Family?

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

How do I know if I should grow or sell? How do I decide if the next generation will succeed? Most entrepreneurs work hard and HOPE that generates the growth they want. Sellers typically find a buyer, negotiate a price and HOPE they get paid that amount of money. Parents HOPE the next generation will succeed. HOPE is not a strategy! We will learn how optimal buyers value companies and what causes value to change. We will study the CORRECT way to grow a business INTENTIONALLY and the only successful way to transfer to family.

Topic: Merger & Acquisition Advisory

12:30 - 1:30 p.m.

Lunch Session | Goldilocks and the Three Bears - (Inflation, Taxes, and Liquidity)

Presenter: Alex Jones, CEO, Guardian Family of Companies

Voltaire is quoted as saying, “History never repeats itself; man always does.” The 2022 business cycle is not like the prior cycle or the one before that, but our human reactions tend to be very similar in terms of fear, aversion to risk, and failure to capitalize on opportunities. Join us to learn actions you can take to prosper in this new market trend.

Key Take-Aways:

• 1. Strategies to increase cash flow into your business(s)


• 2. Discover methods to reduce taxes and debt service costs


• 3. Learn how to prosper in inflationary period(s) and reduce business dependency risk"

Topic: Financials: Capital / Cash Management

12:30 - 1:30 p.m.

Lunch Session | Simplified Strategic Planning: 3 Essentials to Take Your Plan to Scale

Presenter: Benj Miller, Michele Krolczyk, Bill Green, Ed Ross, Chris Ames, Executive Coaches, System and Soul

There’s a big flaw in the way we typically approach strategic planning. Often we spend hours of time gathering data and making decisions to only find out months later that…

• We have a BIG vision, but somewhere along the way the execution fell apart.

• We don't have a compelling vision to drive us anywhere meaningful.

In this breakout, Benj Miller, Chief Architect of System & Soul, will help you lay the groundwork for a clear vision, smart(er) strategy, and accountable execution. You'll find that the best planning is simple, but focuses on a few very important questions only you can answer.

Topic: Leadership: Strategic Planning

12:30 - 1:30 p.m.

Lunch session | Retaining Your Key People - With and Without Giving Up Equity

Presenter: Casey Bradley, CBEC - President, Founder Financial

Do I have to give up equity in my company to retain key people? If not, what are the best ways to retain top performers to the company long-term? In this session, we will discuss:

• Strategies that can be implemented to retain your key people without giving up company equity


• Types of equity that can be rewarded to key people without giving up too much control


• Not every employee wants equity, don’t assume they do. How do you determine what is right for them and right for you

Topic: Financials: Ownership & Governance

12:30 - 1:30 p.m.

Lunch session | The Great Resignation and Why You Need To Become an Employee-Centric Company

Presenter: Mike Matalone, Founder/CEO, XP3 Talent Systems

According to the U.S. Bureau of Labor Statistics, roughly 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.

In this riveting, and ultimately, empowering presentation, XP3 Talents Founder/CEO, and best-selling author of HIRE TRAIN RETAIN, Mike Matalone, will help you understand how to navigate this new environment, and how becoming an employee-centric company is your key to success.

Topic: Talent Management: Retention & Engagement