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: Strategic Planning

7:45 - 8:45 am

Breakfast Session | Discover the Hidden Gold in Your Business

Presenter: Alex Jones, CEO, Guardian Family of Companies

Every day you walk past hidden nuggets of gold in your business. Join us to learn strategies successful business owners use to identify and harness this gold. Key Take-Aways:

• Identify ways to increase positive cash flow to your business(s)


• Explore proven strategies to significantly reduce taxes and debt service costs


• Learn to spot and reduce the risks that trap you into dependency on your business(s)

Topic:Business Owner Planning

7:45 - 8:45 am

Breakfast Session | Banking Through an Inflationary Period

Presenter: Julio J. Jauregui, SVP - Market Executive and Matt Ramsey, CFA, Amarillo National Bank

We’ve all seen the headlines – we haven’t had inflation numbers like this in 40 years. For many business leaders, this will be the first time navigating these waters. This presentation will help you make those strategic financial decisions for success through this cycle, including such insights as:

• Projections of where interest rates are heading


• The cost of and access to capital


• Pros and cons of operational investments


• Pros and cons of paying down debt

Topic: Financial

7:45 - 8:45 am

Breakfast Session | Vistage Talent Strategies Network Discussion: The Purpose of Place and the Power of People

The topic of talent strategies is just as crucial as financial, marketing, or operational strategies in driving future success. The ability to recruit, develop and retain the right people – all the while keeping a culture in tact is key for leaders. All attendees welcome. Join the Talent Strategies Network.

12:30 - 1:30 pm

Lunch 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:

• How to get people to follow you


• How to attract better talent with heart-based hiring and leadership


• How to grow and scale with growth matching

Topic: Recruitment

12:30 - 1:30 pm

Lunch Session | Strategies for Maximizing Your Business Value

Presenter: Alexander C. Ladage, Managing Director and Josh C. Pottinger, Senior Vice President, UBS

When leading a business, an owner can be susceptible to focusing solely on the task at hand and take their eye away from achieving long-term sustainability. We’ll bring insights from across a global bank to help owners & CEOs identify three areas to maximize their chances of delivering scalable and profitable growth. You’ll leave this session understanding:

• How to bring together the right team


• The keys to productive financial goal setting including assessing three fundamentals (quality, quantity, and sustainability) of your capital base


• The economic trends and legislation that may affect your company’s bottom line and personal financial plan

Topic: Business Strategic Planning

12:30 - 1:30 pm

Lunch Session | The Business Owner's Dilemma

Presenter: Ali Nasser, CEO, AltruVista

Have you considered how you'll harness the power of your life's work? This discussion will bring to the forefront the dilemmas business owners face at the intersection of business and personal wealth. This conversation focuses on the Exit Dilemma – when to grow and when to go.

Takeaways:

• Learn the three critical dilemmas all successful business owners face.


• Discover the biggest mistakes business owners make when planning their exit or growth strategy.


• Assess your current personal and business readiness for an exit.


• Find out why entrepreneurs rarely retire.


• Identify your path forward.

Topic: Exit Planning for Business Owners

12:30 - 1:30 pm

Lunch Session | Clarity + Control = Breakthrough

Presenter: Jonathan King and Erik Larson, Executive Coaches, System and Soul

Every year your business loses:

• Revenue: 20-30% due to inefficiencies


• Profit: 10-20% because of harmful complexity


• Team: 15-45% to companies with a more engaging culture

 

But you already know that, because you hire consultants, read business books and trade journals, watch webinars, attend seminars. And yet, nada.

There is a better way. In this workshop, join us to learn how you can have:

• Clarity and control over every aspect of your business


• Clearer direction, aligned actions, and more effective conversations


• A culture where people love to be there and bring their absolute best


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Topic: Leadership: Strategic Planning