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: Sales & Marketing

7:45 - 8:45 am

Breakfast Session | The Great Recognition - Identifying the State of Mental Health in Your Workforce

Presenter: Jeanette Robert, Executive Director of Expansion, Marketplace Care Partners

This interactive session will explore best practices for leaders, including:

• How to create healthy awareness of the need to be proactive with mental well-being.


• Building from that awareness, how to listen to understand, and facilitate a workplace
  atmosphere for employees to be heard, not feel alone, and to learn.


• Looking forward, support and coping strategies to recognize and ensure regular care for
  employees’ mental health.

Topic: Personal Development: Wellness

7:45 - 8:45 am

Breakfast Session | Networking Discussion Hosted by the Vistage Construction Network

Join local construction leaders for a morning networking discussion on the changes and innovations that will most strongly impact the industry, from evolving technology to new workforce and staffing resources. Forge valuable connections and share insights with like-minded peers.

Breakfast provided. All attendees welcome. Join the Construction Network.

7:45 - 8:45 am

Breakfast Session | Networking Discussion Hosted by the Vistage Entrepreneurs and Small Business Network

Start your morning creating valuable connections and gleaning insights from local small business leaders. You’ll discuss a variety of pressing topics in a fast-moving discussion with peers who speak your language. This is an opportunity to quickly solve challenges and expand your network. Breakfast provided. All attendees welcome. Join the Entrepreneurs and Small Business Network.

7:45 - 8:45 am

Breakfast Session | Networking Discussion Hosted by the Vistage Technology Network

The pace of evolution of tech is only accelerating and there isn’t a single industry untouched by its innovations and challenges, from cybersecurity to digital marketing to AI. Join us for a morning networking discussion to connect with other local tech and business leaders. Come make connections and share insights with peers who speak your language.

Breakfast provided. All attendees welcome. Join the Technology Network.

12:30 - 1:30 p.m.

Lunch session | CEO’s Candid Guide to Right People, Right Job, Right Fit to Scale the Business

Presenter: David Pagard, Executive Consultant, 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 p.m.

Lunch Session | Rise above the digital noise and get your brand found

Presenter: Thomas Young, CEO and Founder, Intuitive Websites, LLC

Digital marketing is now the foundation of marketing success and growth strategies to get leads and sales. This presentation provides a strategic Four-Step Process for driving sales and marketing results. It helps Vistage leaders looking to get results from their website and supercharge their digital marketing efforts.

• Understand how digital strategy drives marketing success


• Get a successful template for digital content to drive leads and sales


• Take away a process for building a team and measuring results and more

Bring dozens of digital marketing action items back to your team and change how you think about digital marketing.

Topic: Sales & Marketing

12:30 - 1:30 p.m.

Lunch 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: Financial Management

12:30 - 1:30 p.m.

Lunch Session | The Secrets to Growing a Business or Non-profit Organization

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

Census bureau statistics reveal it is much harder to grow a business than most entrepreneurs realize. Owners attempt to grow by increasing activity and spending money. But businesses have finite resources, and this type of “opportunistic” growth has very little sustainable success. People assume that the secrets to growth are industry specific . . . but they are NOT! Operating a company requires industry knowledge but optimizing a company is hindered by this parochial thinking. In this presentation, we discuss the three methods for intentional growth which work for businesses, not-for-profit organizations, government entities, franchisors, and franchisees.

Topic: Business Operations: Infrastructure

12:30 - 1:30 p.m.

Lunch Session | Understanding a Buyer’s Motivation, Behavior, and Capability to Execute

Presenter: Adams Price, Managing Director, P&M Corporate Finance

You get calls from a buyer, investor, or investment banker every week – but what’s real and what’s just fishing. It’s critical to understand the differences between those that can provide value in a discussion/relationship from those that are a complete waste of time. This session will provide invaluable insights into the following:

• Deep dive on the different types of participants in the private capital markets, from strategic acquirers to the spectrum of private equity providers to regulated and non-regulated private debt providers


• How to discern the players, understand their methods and motivations, and evaluate their ability to deliver on their promises

Topic: Mergers & Acquisitions